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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
138K+ 11.01% |
$6.38M - $6.57M
|
1.39M
$65.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
58.2K+ 11.41% |
$2.7M - $2.78M
|
568K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-184- 0.58% |
$8.53K - $8.79K
|
31.5K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.43K- 22.56% |
$66.1K - $68.1K
|
4.9K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-16.3K- 4.29% |
$756K - $778K
|
364K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.45KNew |
$299K - $308K
|
6.45K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
356K+ 4.42% |
$16.5M - $17M
|
8.41M
$399M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13M+ 36.29% |
$52.4M - $54M
|
4.25M
$201M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
163K+ 91.38% |
$7.56M - $7.79M
|
342K
$16.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.07K- 3.32% |
$49.6K - $51.1K
|
31.1K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
634New |
$29.4K - $30.3K
|
634
$30K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
28.9K+ 6.41% |
$1.34M - $1.38M
|
480K
$22.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
139K+ 3.7% |
$6.47M - $6.66M
|
3.91M
$185M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
532+ 7.44% |
$24.7K - $25.4K
|
7.68K
$364K
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
20+ 0.29% |
$927 - $955
|
7K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-66.7K- 49.89% |
$3.09M - $3.19M
|
67K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.96K- 7.2% |
$137K - $141K
|
38.2K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
9.32K+ 3.11% |
$432K - $445K
|
309K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 4.87% |
$122K - $126K
|
51.6K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
124K+ 34.64% |
$5.74M - $5.91M
|
481K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
64+ 1.0% |
$2.97K - $3.06K
|
6.49K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-434- 17.93% |
$20.1K - $20.7K
|
1.99K
$94.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
32K+ 35.69% |
$1.48M - $1.53M
|
122K
$5.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.31K+ 8.86% |
$293K - $302K
|
77.6K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313K+ 28.18% |
$14.5M - $14.9M
|
1.42M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109K+ 36.76% |
$5.04M - $5.2M
|
405K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
304K+ 11.53% |
$14.1M - $14.5M
|
2.94M
$139M
|
|
|
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
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.09K+ 4.36% |
$143K - $147K
|
73.9K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.9K- 77.99% |
$969K - $998K
|
5.9K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.19K+ 10.1% |
$148K - $152K
|
34.8K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
12.9K+ 15.28% |
$599K - $617K
|
97.4K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-23.1K- 28.95% |
$1.07M - $1.1M
|
56.8K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.9K- 2.96% |
$2.31M - $2.38M
|
1.63M
$77.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.08KNew |
$328K - $338K
|
7.08K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.86K- 0.85% |
$86.4K - $89K
|
218K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
819KNew |
$38M - $39.1M
|
819K
$38.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.96KNew |
$276K - $285K
|
5.96K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-117K- 13.53% |
$5.4M - $5.57M
|
745K
$35.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40K+ 37.53% |
$1.85M - $1.91M
|
147K
$6.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
46.6KNew |
$2.16M - $2.23M
|
46.6K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
29.8KNew |
$1.38M - $1.42M
|
29.8K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 24.83% |
$330K - $340K
|
35.8K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 8.98% |
$83.6K - $86.1K
|
18.3K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.76K+ 6.29% |
$81.6K - $84.1K
|
29.7K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.7K+ 77.75% |
$171K - $177K
|
8.45K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 21.57% |
$5.5M - $5.67M
|
669K
$31.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-162K- 84.63% |
$7.52M - $7.74M
|
29.4K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 13.39% |
$147K - $151K
|
20.5K
$971K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53.9K+ 12.7% |
$2.5M - $2.57M
|
478K
$22.6M
|
|