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 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
393+ 0.13% |
$18.6K - $18.9K
|
309K
$14.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
369+ 1.23% |
$17.5K - $17.7K
|
30.5K
$1.44M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
162K+ 38.94% |
$7.65M - $7.76M
|
577K
$27.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-534K- 75.87% |
$25.3M - $25.6M
|
170K
$8.04M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.3K+ 2.76% |
$1.29M - $1.31M
|
1.02M
$48.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.82K+ 25.35% |
$181K - $183K
|
18.9K
$894K
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
69K+ 6.15% |
$3.26M - $3.31M
|
1.19M
$56.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-57.5K- 4.54% |
$2.72M - $2.76M
|
1.21M
$57.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.2K+ 143.31% |
$532K - $540K
|
19.1K
$904K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
747+ 10.91% |
$35.4K - $35.9K
|
7.6K
$360K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13+ 0.21% |
$615 - $624
|
6.19K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
339KNew |
$16M - $16.3M
|
339K
$16M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
943+ 6.96% |
$44.6K - $45.3K
|
14.5K
$687K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54.6K+ 53.25% |
$2.58M - $2.62M
|
157K
$7.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
186+ 2.21% |
$8.81K - $8.93K
|
8.59K
$407K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54K+ 13.87% |
$2.56M - $2.59M
|
444K
$21M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
774+ 10.03% |
$36.6K - $37.2K
|
8.49K
$402K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.84M+ 618.67% |
$87.1M - $88.4M
|
2.14M
$101M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
882+ 0.89% |
$41.8K - $42.3K
|
101K
$4.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.13K+ 13.34% |
$385K - $390K
|
69K
$3.27M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.83K- 2.57% |
$86.8K - $88.1K
|
69.6K
$3.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.64K+ 19.49% |
$125K - $127K
|
16.2K
$766K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40.7K+ 10.71% |
$1.92M - $1.95M
|
420K
$19.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
197+ 2.58% |
$9.33K - $9.46K
|
7.82K
$370K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-6.82K- 24.22% |
$323K - $327K
|
21.3K
$1.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76.7K+ 4.71% |
$3.63M - $3.68M
|
1.71M
$80.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
81.4K+ 13.01% |
$3.85M - $3.91M
|
707K
$33.5M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.32K+ 12.42% |
$205K - $208K
|
39.1K
$1.85M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
45.8K+ 58.46% |
$2.12M - $2.19M
|
124K
$5.88M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-12.6K- 21.55% |
$585K - $602K
|
45.9K
$2.17M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.7K+ 16.3% |
$264K - $272K
|
40.7K
$1.93M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
32.3K+ 9.46% |
$1.5M - $1.54M
|
374K
$17.7M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67.6K+ 5.42% |
$3.13M - $3.23M
|
1.31M
$62.2M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
48.5KNew |
$2.25M - $2.32M
|
48.5K
$2.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
110+ 0.9% |
$5.1K - $5.25K
|
12.3K
$585K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.33K+ 56.5% |
$247K - $255K
|
14.8K
$699K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89+ 0.68% |
$4.13K - $4.25K
|
13.2K
$625K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
567+ 23.33% |
$26.3K - $27.1K
|
3K
$142K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
804+ 11.16% |
$37.3K - $38.4K
|
8.01K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.3KNew |
$1.08M - $1.11M
|
23.3K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184+ 0.88% |
$8.53K - $8.79K
|
21.2K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.26KNew |
$244K - $251K
|
5.26K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.81% |
$1.62K - $1.67K
|
4.27K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
58K+ 18.24% |
$2.69M - $2.77M
|
376K
$17.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.92K+ 3.53% |
$367K - $378K
|
232K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
45.4K+ 3.59% |
$2.1M - $2.17M
|
1.31M
$62M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
140KNew |
$6.47M - $6.67M
|
140K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.92K+ 3.89% |
$414K - $426K
|
238K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
120KNew |
$5.58M - $5.75M
|
120K
$5.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 13.08% |
$10.4M - $10.7M
|
1.94M
$91.9M
|
|