Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JCPB)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JCPB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.84M+ 618.67% |
$87.1M - $88.4M
|
2.14M
$101M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.07M+ 67.81% |
$50.5M - $51.3M
|
2.64M
$125M
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
339KNew |
$16M - $16.3M
|
339K
$16M
|
|
|
Jan 20, 2026
Q4 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
183K+ 5.15% |
$8.65M - $8.78M
|
3.73M
$177M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
178K+ 10.21% |
$8.44M - $8.56M
|
1.93M
$91.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
162K+ 38.94% |
$7.65M - $7.76M
|
577K
$27.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
111K+ 14.39% |
$5.23M - $5.31M
|
879K
$41.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
106KNew |
$5.02M - $5.09M
|
106K
$5.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
86.4K+ 64.04% |
$4.09M - $4.15M
|
221K
$10.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
84.2K+ 19.2% |
$3.99M - $4.04M
|
523K
$24.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
81.4K+ 13.01% |
$3.85M - $3.91M
|
707K
$33.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76.7K+ 4.71% |
$3.63M - $3.68M
|
1.71M
$80.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
69K+ 6.15% |
$3.26M - $3.31M
|
1.19M
$56.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
61.9KNew |
$2.93M - $2.97M
|
61.9K
$2.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54.6K+ 53.25% |
$2.58M - $2.62M
|
157K
$7.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54K+ 13.87% |
$2.56M - $2.59M
|
444K
$21M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
48.8K+ 69.99% |
$2.31M - $2.34M
|
119K
$5.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40.7K+ 10.71% |
$1.92M - $1.95M
|
420K
$19.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
39.4K+ 9.71% |
$1.86M - $1.89M
|
445K
$21.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
35.2K+ 5.69% |
$1.67M - $1.69M
|
654K
$31M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
34.7K+ 38.12% |
$1.64M - $1.67M
|
126K
$5.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
30.7K+ 12.56% |
$1.46M - $1.48M
|
276K
$13.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
29.6K+ 12.7% |
$1.4M - $1.42M
|
262K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.3K+ 2.76% |
$1.29M - $1.31M
|
1.02M
$48.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.1KNew |
$1.28M - $1.3M
|
27.1K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
25.8K+ 4.43% |
$1.22M - $1.24M
|
608K
$28.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24.3K+ 57.83% |
$1.15M - $1.17M
|
66.3K
$3.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
21.6K+ 11.87% |
$1.02M - $1.04M
|
204K
$9.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
19.7K+ 41.49% |
$934K - $947K
|
67.3K
$3.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15K+ 105.25% |
$712K - $722K
|
29.3K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.2K+ 143.31% |
$532K - $540K
|
19.1K
$904K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11K+ 29.84% |
$521K - $528K
|
47.8K
$2.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.77K+ 4.48% |
$415K - $421K
|
204K
$9.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.44K+ 3.07% |
$399K - $405K
|
284K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.13K+ 13.34% |
$385K - $390K
|
69K
$3.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
7.83KNew |
$370K - $376K
|
7.83K
$371K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.25K+ 1.72% |
$248K - $252K
|
311K
$14.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.84K+ 9.55% |
$229K - $232K
|
55.5K
$2.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
4.58KNew |
$217K - $220K
|
4.58K
$217K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.32K+ 12.42% |
$205K - $208K
|
39.1K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.02K+ 41.36% |
$190K - $193K
|
13.7K
$651K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.82K+ 25.35% |
$181K - $183K
|
18.9K
$894K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.79K+ 24.45% |
$180K - $182K
|
19.3K
$915K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.99K+ 12.16% |
$142K - $144K
|
27.6K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.64K+ 19.49% |
$125K - $127K
|
16.2K
$766K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.5K+ 4.48% |
$118K - $120K
|
58.3K
$2.76M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.71K+ 0.41% |
$81.1K - $82.2K
|
417K
$19.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.16K+ 1.21% |
$54.7K - $55.5K
|
97K
$4.59M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.12K+ 2.58% |
$53K - $53.7K
|
44.5K
$2.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
943+ 6.96% |
$44.6K - $45.3K
|
14.5K
$687K
|
|