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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66M+ 34.24% |
$123M - $127M
|
10.4M
$494M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.63M+ 81.77% |
$122M - $126M
|
5.85M
$277M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13M+ 36.29% |
$52.4M - $54M
|
4.25M
$201M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
833K+ 50.16% |
$38.6M - $39.8M
|
2.49M
$118M
|
|
|
Nov 13, 2025
Q3 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
819KNew |
$38M - $39.1M
|
819K
$38.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
721K+ 84.35% |
$33.4M - $34.4M
|
1.57M
$74.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
680K+ 75.36% |
$31.5M - $32.5M
|
1.58M
$75M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
544K+ 66.99% |
$25.2M - $26M
|
1.36M
$64.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
511K+ 14.7% |
$23.7M - $24.4M
|
3.99M
$189M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
365K+ 17.93% |
$16.9M - $17.4M
|
2.4M
$114M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
356K+ 4.42% |
$16.5M - $17M
|
8.41M
$399M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
345K+ 22.93% |
$16M - $16.5M
|
1.85M
$87.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313K+ 28.18% |
$14.5M - $14.9M
|
1.42M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
304K+ 11.53% |
$14.1M - $14.5M
|
2.94M
$139M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
250K+ 11.14% |
$11.6M - $11.9M
|
2.49M
$118M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
232K+ 7.0% |
$10.8M - $11.1M
|
3.55M
$168M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
228K+ 12.18% |
$10.6M - $10.9M
|
2.1M
$99.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 13.08% |
$10.4M - $10.7M
|
1.94M
$91.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
224K+ 9.21% |
$10.4M - $10.7M
|
2.66M
$126M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
215KNew |
$9.95M - $10.2M
|
215K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
212K+ 996.17% |
$9.81M - $10.1M
|
233K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189K+ 6.56% |
$8.75M - $9.01M
|
3.06M
$145M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
177K+ 37.56% |
$8.21M - $8.46M
|
648K
$30.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
175KNew |
$8.13M - $8.38M
|
175K
$8.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
173K+ 42.21% |
$8.01M - $8.25M
|
582K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
163K+ 91.38% |
$7.56M - $7.79M
|
342K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
141K+ 27.27% |
$6.55M - $6.75M
|
659K
$31.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141K+ 32.14% |
$6.53M - $6.73M
|
579K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
140KNew |
$6.47M - $6.67M
|
140K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
139K+ 3.7% |
$6.47M - $6.66M
|
3.91M
$185M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
138K+ 84.35% |
$6.4M - $6.59M
|
302K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
138K+ 11.01% |
$6.38M - $6.57M
|
1.39M
$65.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
136K+ 13.34% |
$6.31M - $6.5M
|
1.16M
$54.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
135K+ 13.74% |
$6.28M - $6.47M
|
1.12M
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131K+ 6.09% |
$6.07M - $6.25M
|
2.28M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
127K+ 35.65% |
$5.89M - $6.07M
|
484K
$22.9M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
125K+ 9.87% |
$5.79M - $5.97M
|
1.39M
$65.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
124K+ 34.64% |
$5.74M - $5.91M
|
481K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
120KNew |
$5.58M - $5.75M
|
120K
$5.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 21.57% |
$5.5M - $5.67M
|
669K
$31.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 11.09% |
$5.25M - $5.41M
|
1.13M
$53.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
112K+ 239.22% |
$5.2M - $5.35M
|
159K
$7.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109K+ 36.76% |
$5.04M - $5.2M
|
405K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
109K+ 36.76% |
$5.03M - $5.19M
|
404K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 45.17% |
$4.82M - $4.97M
|
334K
$15.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101K+ 293.22% |
$4.67M - $4.81M
|
135K
$6.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.7K+ 203.4% |
$4.62M - $4.76M
|
149K
$7.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97.1K+ 656.06% |
$4.5M - $4.64M
|
112K
$5.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
89.6K+ 25.18% |
$4.15M - $4.28M
|
445K
$21.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
86.6K+ 8.09% |
$4.01M - $4.13M
|
1.16M
$54.8M
|
|