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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.4K+ 10.79% |
$650K - $670K
|
147K
$6.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.35KNew |
$288K - $296K
|
6.35K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.36KNew |
$61.3K - $63.2K
|
1.36K
$62.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.8KNew |
$1.08M - $1.11M
|
23.8K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.9K+ 3.22% |
$493K - $508K
|
349K
$16.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
160K+ 303.19% |
$7.25M - $7.48M
|
213K
$9.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113New |
$5.12K - $5.27K
|
113
$5.23K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
182New |
$8.24K - $8.49K
|
182
$8.42K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13New |
$589 - $607
|
13
$601
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
172KNew |
$7.8M - $8.05M
|
172K
$7.98M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
44.7K+ 7.13% |
$2.02M - $2.09M
|
672K
$31.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
93New |
$4.21K - $4.34K
|
93
$4.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.57KNew |
$343K - $353K
|
7.57K
$350K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
14New |
$634 - $653
|
14
$648
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
629+ 3.35% |
$28.5K - $29.4K
|
19.4K
$897K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-19.3KClosed |
$888K - $911K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
105K+ 87.18% |
$4.85M - $4.97M
|
226K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.2K- 12.33% |
$1.16M - $1.19M
|
179K
$8.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11KNew |
$506K - $519K
|
11K
$509K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
10.1K+ 161.56% |
$467K - $479K
|
16.4K
$760K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
159New |
$7.31K - $7.5K
|
159
$7.36K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 4.29% |
$9.94K - $10.2K
|
4.82K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.22K+ 8.34% |
$102K - $105K
|
28.8K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$46 - $47.2
|
1
$46.3
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.86K- 52.75% |
$408K - $418K
|
7.94K
$367K
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
954+ 2.32% |
$43.9K - $45K
|
42.1K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-3.1K- 72.71% |
$142K - $146K
|
1.16K
$53.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21KNew |
$55.4K - $56.9K
|
1.21K
$55.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 99.23% |
$29.7K - $30.4K
|
1.3K
$59.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-812- 5.88% |
$37.4K - $38.3K
|
13K
$601K
|
|
| Q4 2023 | |||||||
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 3.15% |
$1.09K - $1.19K
|
769
$35.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.74K- 15.72% |
$75.7K - $82.6K
|
9.33K
$431K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1New |
$43.5 - $47.5
|
1
$46.3
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-36- 0.75% |
$1.57K - $1.71K
|
4.79K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-745- 14.24% |
$32.4K - $35.4K
|
4.49K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$283K - $309K
|
6.51K
$301K
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
32.9KNew |
$1.43M - $1.56M
|
32.9K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17.7KNew |
$771K - $842K
|
17.7K
$820K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$223 - $234
|
5
$231
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.32K- 69.83% |
$103K - $108K
|
1K
$46.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
111K+ 188.8% |
$4.96M - $5.21M
|
170K
$7.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.7KNew |
$299K - $313K
|
6.7K
$310K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
65.4K+ 23.0% |
$2.92M - $3.06M
|
350K
$16.2M
|
|
| Q2 2023 | |||||||
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.81KClosed |
$84K - $86.5K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.64K - $4.78K
|
100
$4.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59.2K+ 51.99% |
$2.75M - $2.83M
|
173K
$8.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
21New |
$975 - $1K
|
21
$971
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-528- 1.76% |
$24.5K - $25.2K
|
29.5K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-163K- 88.04% |
$7.57M - $7.79M
|
22.2K
$1.03M
|
|