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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458+ 4.79% |
$21.1K - $22.1K
|
10K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-113- 2.38% |
$5.21K - $5.44K
|
4.63K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 36.77% |
$243K - $254K
|
19.6K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.59% |
$46.1 - $48.2
|
64
$2.96K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.2K- 32.63% |
$700K - $732K
|
31.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
691+ 8.67% |
$31.8K - $33.3K
|
8.66K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
182K+ 166.64% |
$8.37M - $8.75M
|
291K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
934+ 23350.0% |
$43K - $45K
|
938
$43.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.18KNew |
$377K - $394K
|
8.18K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-271- 2.47% |
$12.5K - $13.1K
|
10.7K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 39.33% |
$81.1K - $84.8K
|
6.24K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
15.8K+ 2.63% |
$726K - $759K
|
614K
$28.4M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.08K- 40.02% |
$96K - $100K
|
3.12K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-491- 1.09% |
$22.6K - $23.7K
|
44.4K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
24.3K+ 4.42% |
$1.12M - $1.17M
|
573K
$26.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.35K- 16.45% |
$200K - $210K
|
22.1K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.3K+ 14.25% |
$889K - $930K
|
155K
$7.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.8K+ 49.25% |
$498K - $521K
|
32.8K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.27% |
$230 - $241
|
399
$18.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
103KNew |
$4.74M - $4.95M
|
103K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
222KNew |
$10.2M - $10.7M
|
222K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.86K+ 4.28% |
$316K - $330K
|
167K
$7.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 47.44% |
$4M - $4.19M
|
270K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.1K+ 38.99% |
$651K - $681K
|
50.4K
$2.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
175KNew |
$8.07M - $8.43M
|
175K
$8.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-772- 13.85% |
$35.6K - $37.2K
|
4.8K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 28.01% |
$72.2K - $75.5K
|
7.16K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
162K+ 5.38% |
$7.48M - $7.82M
|
3.18M
$147M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
442+ 4.96% |
$20.4K - $21.3K
|
9.35K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 21.89% |
$637K - $666K
|
77K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
83+ 1.6% |
$3.82K - $4K
|
5.26K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53.9K+ 22.91% |
$2.48M - $2.6M
|
289K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 5.57% |
$634K - $663K
|
261K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.73K- 2.92% |
$402K - $421K
|
291K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
277K+ 16.81% |
$12.8M - $13.4M
|
1.93M
$89.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.92K+ 51.05% |
$227K - $237K
|
14.6K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
66.4K+ 5.97% |
$3.06M - $3.2M
|
1.18M
$54.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9.25KNew |
$426K - $446K
|
9.25K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 6.56% |
$1.09M - $1.14M
|
338K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
31.5K+ 15.23% |
$1.45M - $1.52M
|
238K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.5K+ 6.4% |
$805K - $842K
|
290K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
115K+ 108.01% |
$5.31M - $5.55M
|
222K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.53KNew |
$255K - $266K
|
5.53K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 29.78% |
$694K - $726K
|
35.5K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-37.6K- 6.22% |
$1.73M - $1.81M
|
568K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.64KNew |
$398K - $416K
|
8.64K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.03KNew |
$232K - $242K
|
5.03K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
356+ 0.56% |
$16.4K - $17.1K
|
63.7K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.8K- 4.13% |
$267K - $279K
|
135K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
125K+ 147.92% |
$5.76M - $6.02M
|
210K
$9.68M
|