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 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
52.7K+ 3.25% |
$2.44M - $2.52M
|
1.67M
$79.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.06K- 3.46% |
$49.2K - $50.7K
|
29.6K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101K+ 293.22% |
$4.67M - $4.81M
|
135K
$6.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.33K+ 10.68% |
$247K - $255K
|
55.3K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
57New |
$2.64K - $2.72K
|
57
$2.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.5KNew |
$255K - $263K
|
5.5K
$261K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141K+ 32.14% |
$6.53M - $6.73M
|
579K
$27.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
511K+ 14.7% |
$23.7M - $24.4M
|
3.99M
$189M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.27K+ 20.52% |
$291K - $300K
|
36.9K
$1.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.04K- 47.35% |
$233K - $241K
|
5.6K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
22.8K+ 270.95% |
$1.06M - $1.09M
|
31.2K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.63M+ 81.77% |
$122M - $126M
|
5.85M
$277M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.22K+ 17.39% |
$103K - $106K
|
15K
$711K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3K+ 8.02% |
$60.3K - $62.1K
|
17.5K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.57K- 16.39% |
$72.9K - $75.1K
|
8.02K
$380K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
34.4K+ 12.68% |
$1.59M - $1.64M
|
306K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.6KNew |
$630K - $649K
|
13.6K
$644K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.45K+ 11.1% |
$114K - $117K
|
24.5K
$1.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.15% |
$278 - $287
|
527
$25K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4.86K+ 80933.33% |
$225K - $232K
|
4.86K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.63K- 37.2% |
$261K - $269K
|
9.51K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
36.9K+ 18.91% |
$1.71M - $1.76M
|
232K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.6K- 75.47% |
$816K - $841K
|
5.72K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189K+ 6.56% |
$8.75M - $9.01M
|
3.06M
$145M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-919- 1.45% |
$42.6K - $43.9K
|
62.4K
$2.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.7K- 0.54% |
$125K - $129K
|
495K
$23.5M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-396K- 49.21% |
$18.3M - $18.9M
|
408K
$19.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.62K- 21.07% |
$75.3K - $77.6K
|
6.09K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
14.5K+ 2.43% |
$670K - $690K
|
610K
$28.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
89.6K+ 25.18% |
$4.15M - $4.28M
|
445K
$21.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
22.4KNew |
$1.04M - $1.07M
|
22.4K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
45.4K+ 12.61% |
$2.11M - $2.17M
|
405K
$19.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
16.2K+ 2.86% |
$750K - $773K
|
582K
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
125K+ 9.87% |
$5.79M - $5.97M
|
1.39M
$65.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.31K+ 2.45% |
$60.6K - $62.4K
|
54.6K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.7K+ 15.32% |
$961K - $990K
|
156K
$7.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
51.1KNew |
$2.37M - $2.44M
|
51.1K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26.8K+ 54.43% |
$1.24M - $1.28M
|
76K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44.3K+ 14.76% |
$2.05M - $2.11M
|
344K
$16.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.16K+ 0.91% |
$147K - $151K
|
349K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.7KNew |
$218K - $225K
|
4.7K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
70.6KNew |
$3.27M - $3.37M
|
70.6K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.83K+ 3333.71% |
$271K - $279K
|
6.01K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
127K+ 35.65% |
$5.89M - $6.07M
|
484K
$22.9M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
37.2KNew |
$1.72M - $1.78M
|
37.2K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-733- 13.73% |
$34K - $35K
|
4.61K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.4K+ 11.81% |
$343K - $353K
|
70.1K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.5K+ 0.83% |
$116K - $119K
|
304K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
228K+ 12.18% |
$10.6M - $10.9M
|
2.1M
$99.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
707+ 11.7% |
$32.8K - $33.8K
|
6.75K
$320K
|
|