Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JCPB)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JCPB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.8K- 8.45% |
$405K - $424K
|
95.4K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
117+ 0.3% |
$5.39K - $5.64K
|
39.4K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-7.18K- 9.52% |
$331K - $346K
|
68.2K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.83K+ 6.42% |
$361K - $377K
|
130K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
147K+ 23.15% |
$6.78M - $7.09M
|
783K
$36.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.93K+ 37.38% |
$365K - $382K
|
29.1K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
508New |
$23.4K - $24.5K
|
508
$23.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 12.05% |
$57.1K - $59.7K
|
11.5K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
42.1K+ 19.83% |
$1.94M - $2.03M
|
255K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
387KNew |
$17.8M - $18.6M
|
387K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
104KNew |
$4.8M - $5.02M
|
104K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.4K+ 7.23% |
$1.68M - $1.75M
|
539K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-391K- 93.94% |
$18M - $18.9M
|
25.3K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-31.2K- 17.37% |
$1.44M - $1.5M
|
149K
$6.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.64K+ 42.31% |
$168K - $175K
|
12.2K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-73K- 34.97% |
$3.37M - $3.52M
|
136K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-217K- 37.98% |
$9.98M - $10.4M
|
354K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
493K+ 42.59% |
$22.7M - $23.7M
|
1.65M
$76.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.2K- 4.56% |
$795K - $831K
|
361K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.2K+ 79.64% |
$1.02M - $1.07M
|
50K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 6.6% |
$67.5K - $70.6K
|
20.8K
$962K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 4.38% |
$136K - $142K
|
70.3K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.7K+ 60.51% |
$771K - $807K
|
44.4K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 17.35% |
$96.1K - $101K
|
14.1K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
28.3KNew |
$1.3M - $1.36M
|
28.3K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 3.7% |
$1.06K - $1.11K
|
644
$29.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
108+ 0.91% |
$4.98K - $5.2K
|
12K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
50.3K+ 15.74% |
$2.32M - $2.42M
|
370K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7.35KNew |
$339K - $354K
|
7.35K
$341K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.33K+ 25.69% |
$338K - $353K
|
35.8K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95.7KNew |
$4.41M - $4.61M
|
95.7K
$4.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
316KNew |
$14.5M - $15.2M
|
316K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
867K+ 38.78% |
$39.9M - $41.7M
|
3.1M
$144M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
54.8K+ 7.84% |
$2.52M - $2.64M
|
753K
$34.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
825+ 2.5% |
$38K - $39.7K
|
33.8K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
766+ 1.15% |
$35.3K - $36.9K
|
67.3K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
357K+ 51.65% |
$16.5M - $17.2M
|
1.05M
$48.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.79M+ 25307.51% |
$82.3M - $86.1M
|
1.79M
$83.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-165K- 41.94% |
$7.58M - $7.93M
|
228K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 46.25% |
$1.03M - $1.08M
|
70.9K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
219KNew |
$10.1M - $10.5M
|
219K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
807+ 0.1% |
$37.2K - $38.9K
|
818K
$37.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.28K+ 46.43% |
$428K - $447K
|
29.3K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.32K+ 3.77% |
$60.7K - $63.4K
|
36.2K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 13.99% |
$111K - $117K
|
19.7K
$914K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.01KNew |
$46.3K - $48.5K
|
1.01K
$46.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
36+ 3.88% |
$1.66K - $1.73K
|
963
$44.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6KNew |
$1.36M - $1.42M
|
29.6K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
752K+ 699.44% |
$34.6M - $36.2M
|
859K
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-26.7K- 7.73% |
$1.23M - $1.29M
|
319K
$14.8M
|