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 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
345K+ 22.93% |
$16M - $16.5M
|
1.85M
$87.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 3.64% |
$952K - $980K
|
585K
$27.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
250K+ 11.14% |
$11.6M - $11.9M
|
2.49M
$118M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.58K+ 1615.68% |
$444K - $458K
|
10.2K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.63KNew |
$215K - $221K
|
4.63K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.45KNew |
$299K - $308K
|
6.45K
$306K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$464K - $478K
|
10K
$474K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-34K- 59.78% |
$1.58M - $1.62M
|
22.9K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.95KNew |
$322K - $332K
|
6.95K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-341- 25.22% |
$15.8K - $16.3K
|
1.01K
$47.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.08KNew |
$96.5K - $99.5K
|
2.08K
$98.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
680K+ 75.36% |
$31.5M - $32.5M
|
1.58M
$75M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
273+ 0.71% |
$12.7K - $13K
|
38.9K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.4K+ 6.75% |
$1.92M - $1.98M
|
654K
$31M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19.7K+ 7.39% |
$915K - $943K
|
287K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.34K+ 12.18% |
$62.1K - $64K
|
12.3K
$584K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-315K- 58.69% |
$14.6M - $15.1M
|
222K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
134+ 0.57% |
$6.21K - $6.4K
|
23.5K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93+ 1.25% |
$4.31K - $4.44K
|
7.54K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
39.2K+ 31.57% |
$1.82M - $1.87M
|
163K
$7.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.43K+ 2.63% |
$66.1K - $68.1K
|
55.6K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
215KNew |
$9.95M - $10.2M
|
215K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17.2K+ 5.99% |
$798K - $822K
|
304K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14+ 0.65% |
$649 - $669
|
2.18K
$103K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.86K+ 6.71% |
$271K - $280K
|
93.1K
$4.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124New |
$5.75K - $5.92K
|
124
$5.88K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
86.6K+ 8.09% |
$4.01M - $4.13M
|
1.16M
$54.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
23.2K+ 12.34% |
$1.08M - $1.11M
|
211K
$10M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
746+ 13.08% |
$34.6K - $35.6K
|
6.45K
$306K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-41.8K- 52.87% |
$1.94M - $1.99M
|
37.2K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.56K+ 8.78% |
$72.3K - $74.5K
|
19.3K
$916K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.42K+ 0.74% |
$158K - $163K
|
462K
$21.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.3K+ 8.46% |
$662K - $682K
|
183K
$8.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
900+ 3.73% |
$41.7K - $43K
|
25K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.46K+ 1.01% |
$67.5K - $69.6K
|
145K
$6.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 1.57% |
$4.64K - $4.78K
|
6.26K
$297K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41.8K+ 10.52% |
$1.94M - $1.99M
|
439K
$20.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41.3K+ 2.92% |
$1.92M - $1.97M
|
1.46M
$69.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.49K- 37.0% |
$162K - $167K
|
5.94K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
136K+ 13.34% |
$6.31M - $6.5M
|
1.16M
$54.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
224K+ 9.21% |
$10.4M - $10.7M
|
2.66M
$126M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-532- 0.19% |
$24.7K - $25.4K
|
280K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.5K+ 31.13% |
$487K - $502K
|
44.2K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.9K+ 8.99% |
$413K - $425K
|
108K
$5.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-392- 1.16% |
$18.2K - $18.7K
|
33.4K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$220K - $226K
|
4.74K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.04K+ 13.99% |
$48.4K - $49.9K
|
8.5K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
16.4K+ 2.41% |
$762K - $785K
|
700K
$33.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.4K+ 2.74% |
$574K - $591K
|
464K
$22M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.6K+ 6.32% |
$74.2K - $76.4K
|
26.9K
$1.28M
|
|