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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.1MNew |
$143M - $150M
|
3.1M
$144M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.79M+ 25307.51% |
$82.3M - $86.1M
|
1.79M
$83.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.22MNew |
$56.1M - $58.7M
|
1.22M
$56.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12M+ 312.63% |
$51.7M - $54.1M
|
1.48M
$68.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
867K+ 38.78% |
$39.9M - $41.7M
|
3.1M
$144M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
752K+ 699.44% |
$34.6M - $36.2M
|
859K
$39.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
504K+ 32.98% |
$23.2M - $24.3M
|
2.03M
$94.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
493K+ 42.59% |
$22.7M - $23.7M
|
1.65M
$76.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
482KNew |
$22.2M - $23.2M
|
482K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
387KNew |
$17.8M - $18.6M
|
387K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
357K+ 51.65% |
$16.5M - $17.2M
|
1.05M
$48.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
318K+ 59.69% |
$14.7M - $15.3M
|
852K
$39.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
316KNew |
$14.5M - $15.2M
|
316K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
303KNew |
$14M - $14.6M
|
303K
$14M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
285K+ 157.62% |
$13.2M - $13.8M
|
467K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
277K+ 16.81% |
$12.8M - $13.4M
|
1.93M
$89.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
254K+ 15.71% |
$11.7M - $12.2M
|
1.87M
$86.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
222KNew |
$10.2M - $10.7M
|
222K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
219KNew |
$10.1M - $10.5M
|
219K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
209K+ 49.79% |
$9.61M - $10M
|
627K
$29.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
186K+ 475.97% |
$8.55M - $8.94M
|
225K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
182K+ 166.64% |
$8.37M - $8.75M
|
291K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
176KNew |
$8.1M - $8.47M
|
176K
$8.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
175KNew |
$8.07M - $8.43M
|
175K
$8.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
174K+ 163.38% |
$8.03M - $8.39M
|
281K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
174KNew |
$8.02M - $8.39M
|
174K
$8.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
170K+ 17.82% |
$7.82M - $8.17M
|
1.12M
$52M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
163KNew |
$7.51M - $7.86M
|
163K
$7.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
162K+ 5.38% |
$7.48M - $7.82M
|
3.18M
$147M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
147K+ 23.15% |
$6.78M - $7.09M
|
783K
$36.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
143K+ 54.09% |
$6.61M - $6.91M
|
409K
$18.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
135K+ 23781.51% |
$6.22M - $6.51M
|
136K
$6.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
133K+ 47.87% |
$6.11M - $6.39M
|
410K
$19M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
131K+ 10.23% |
$6.05M - $6.33M
|
1.41M
$65.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
125K+ 147.92% |
$5.76M - $6.02M
|
210K
$9.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
115K+ 108.01% |
$5.31M - $5.55M
|
222K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
115K+ 27.5% |
$5.3M - $5.54M
|
534K
$24.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
104KNew |
$4.8M - $5.02M
|
104K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
103KNew |
$4.74M - $4.95M
|
103K
$4.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95.7KNew |
$4.41M - $4.61M
|
95.7K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
92.2K+ 44.11% |
$4.25M - $4.44M
|
301K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.8K+ 6.84% |
$4.18M - $4.37M
|
1.42M
$65.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 47.44% |
$4M - $4.19M
|
270K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
82.9KNew |
$3.82M - $4M
|
82.9K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76.6KNew |
$3.53M - $3.69M
|
76.6K
$3.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73.1K+ 16.25% |
$3.37M - $3.52M
|
523K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
66.4K+ 5.97% |
$3.06M - $3.2M
|
1.18M
$54.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
61.1K+ 85.76% |
$2.82M - $2.95M
|
132K
$6.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.5K+ 6.37% |
$2.79M - $2.91M
|
1.01M
$46.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
59.2K+ 103.91% |
$2.73M - $2.85M
|
116K
$5.38M
|