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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.9K+ 66.25% |
$2.06M - $2.18M
|
113K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311K+ 36.73% |
$14.3M - $15.1M
|
1.16M
$53.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.3K+ 7.78% |
$1.67M - $1.76M
|
503K
$23.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
127KNew |
$5.81M - $6.14M
|
127K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-151K- 97.13% |
$6.92M - $7.32M
|
4.45K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.08K+ 0.75% |
$95.6K - $101K
|
279K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.5K+ 534.07% |
$4.15M - $4.39M
|
107K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
94.9K+ 45.96% |
$4.35M - $4.6M
|
301K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
11.2K+ 5.56% |
$513K - $543K
|
212K
$9.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.88K+ 3.16% |
$361K - $382K
|
257K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.62K- 1.53% |
$74.3K - $78.6K
|
104K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
89+ 0.81% |
$4.08K - $4.32K
|
11K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 8.57% |
$80.5K - $85.1K
|
22.2K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.89K+ 23.32% |
$270K - $286K
|
31.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
256K+ 25.78% |
$11.7M - $12.4M
|
1.25M
$57.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
920+ 2.4% |
$42.2K - $44.6K
|
39.3K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
357K+ 34.67% |
$16.4M - $17.3M
|
1.39M
$64.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 25.45% |
$55.5K - $58.7K
|
3.54K
$164K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
164+ 0.67% |
$7.52K - $7.96K
|
24.8K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
27.6KNew |
$1.27M - $1.34M
|
27.6K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56.2K+ 68.31% |
$2.58M - $2.73M
|
139K
$6.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
396+ 0.6% |
$18.2K - $19.2K
|
66.6K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.62K+ 1.76% |
$258K - $273K
|
325K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
27K+ 9.23% |
$1.24M - $1.31M
|
320K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.2K+ 44.73% |
$1.61M - $1.71M
|
114K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.6K+ 25.26% |
$2.05M - $2.17M
|
221K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-653- 23.06% |
$30K - $31.7K
|
2.18K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 6.95% |
$98.3K - $104K
|
33K
$1.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-995- 4.15% |
$45.6K - $48.3K
|
23K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.75K- 6.66% |
$218K - $230K
|
66.5K
$3.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.1K+ 149.97% |
$3.72M - $3.93M
|
135K
$6.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15.8K+ 133.06% |
$725K - $767K
|
27.7K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
64K+ 16.58% |
$2.94M - $3.11M
|
450K
$20.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
19.8KNew |
$910K - $963K
|
19.8K
$917K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
95.4K+ 6.66% |
$4.38M - $4.63M
|
1.53M
$70.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1K+ 86.61% |
$830K - $878K
|
39K
$1.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
491K+ 107.16% |
$22.5M - $23.8M
|
949K
$43.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
514+ 1.19% |
$23.6K - $24.9K
|
43.7K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
642New |
$29.4K - $31.2K
|
642
$29.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 21.58% |
$70K - $74.1K
|
8.6K
$397K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
699KNew |
$32M - $33.9M
|
699K
$32.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
407+ 8.31% |
$18.7K - $19.8K
|
5.3K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.5K+ 14.09% |
$3.92M - $4.15M
|
692K
$32M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
110K+ 59.9% |
$5.06M - $5.36M
|
295K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.13% |
$321 - $340
|
5.58K
$258K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.03K+ 36.12% |
$139K - $147K
|
11.4K
$528K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
647+ 5.68% |
$29.7K - $31.4K
|
12K
$556K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.4K+ 7.56% |
$1.03M - $1.09M
|
319K
$14.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51.7K+ 96.66% |
$2.37M - $2.51M
|
105K
$4.86M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.17K+ 26.41% |
$53.7K - $56.8K
|
5.6K
$259K
|