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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 41.5% |
$156K - $160K
|
4.73K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
112K+ 239.22% |
$5.2M - $5.35M
|
159K
$7.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
26.2K+ 15.1% |
$1.21M - $1.25M
|
199K
$9.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.3K+ 72.49% |
$480K - $494K
|
24.6K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-35.5K- 6.4% |
$1.65M - $1.7M
|
519K
$24.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
601+ 4.45% |
$27.9K - $28.7K
|
14.1K
$668K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2.9K- 37.62% |
$134K - $139K
|
4.81K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.38KNew |
$296K - $305K
|
6.38K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.32K- 1.03% |
$200K - $206K
|
415K
$19.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
241+ 9.22% |
$11.2K - $11.5K
|
2.85K
$135K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23K+ 2.65% |
$56.8K - $58.5K
|
47.5K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.71K+ 4.78% |
$358K - $368K
|
169K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
24.7K+ 3.17% |
$1.15M - $1.18M
|
806K
$38.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 17.02% |
$1.29M - $1.33M
|
191K
$9.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
173K+ 42.21% |
$8.01M - $8.25M
|
582K
$27.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85.9KNew |
$3.99M - $4.11M
|
85.9K
$4.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
105+ 0.19% |
$4.87K - $5.02K
|
54.3K
$2.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66M+ 34.24% |
$123M - $127M
|
10.4M
$494M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.13K- 2.48% |
$52.3K - $53.8K
|
44.4K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11.1K+ 37.84% |
$516K - $532K
|
40.6K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 11.09% |
$5.25M - $5.41M
|
1.13M
$53.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
226+ 4.0% |
$10.5K - $10.8K
|
5.88K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.9K+ 1.49% |
$134K - $139K
|
197K
$9.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696New |
$32.3K - $33.2K
|
696
$33K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131K+ 6.09% |
$6.07M - $6.25M
|
2.28M
$108M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 45.17% |
$4.82M - $4.97M
|
334K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.77K+ 62.21% |
$407K - $419K
|
22.9K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-12.1K- 1.99% |
$563K - $580K
|
597K
$28.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.7K+ 5.98% |
$912K - $940K
|
349K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
55.9K+ 10.14% |
$2.59M - $2.67M
|
607K
$28.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.1K+ 5.79% |
$1.9M - $1.96M
|
750K
$35.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
4.97K+ 5.69% |
$230K - $237K
|
92.3K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 29.67% |
$145K - $149K
|
13.6K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-452- 6.32% |
$21K - $21.6K
|
6.7K
$317K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
41.7K+ 436.6% |
$1.93M - $1.99M
|
51.3K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 4.65% |
$166K - $171K
|
80.6K
$3.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
159+ 0.38% |
$7.37K - $7.6K
|
42K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
61.9K+ 3.68% |
$2.87M - $2.96M
|
1.75M
$82.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 3.6% |
$525K - $541K
|
326K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.69K+ 5.61% |
$78.3K - $80.7K
|
31.8K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
244+ 2.58% |
$11.3K - $11.7K
|
9.72K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
18.9K+ 11.62% |
$878K - $905K
|
182K
$8.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.91K+ 3.88% |
$135K - $139K
|
78K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
37.7KNew |
$1.75M - $1.8M
|
37.7K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.76KNew |
$128K - $132K
|
2.76K
$131K
|
|