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 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73.1K+ 16.25% |
$3.37M - $3.52M
|
523K
$24.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.9K+ 12.54% |
$3.27M - $3.41M
|
636K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
66.4K+ 5.97% |
$3.06M - $3.2M
|
1.18M
$54.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.8K+ 25.72% |
$2.89M - $3.02M
|
307K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
61.1K+ 85.76% |
$2.82M - $2.95M
|
132K
$6.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.5K+ 6.37% |
$2.79M - $2.91M
|
1.01M
$46.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
59.2K+ 103.91% |
$2.73M - $2.85M
|
116K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
58.2K+ 61.85% |
$2.68M - $2.8M
|
152K
$7.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56.3K+ 6.33% |
$2.59M - $2.71M
|
946K
$44M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
54.8K+ 7.84% |
$2.52M - $2.64M
|
753K
$35M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54.1K+ 9.58% |
$2.49M - $2.61M
|
619K
$28.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53.9K+ 22.91% |
$2.48M - $2.6M
|
289K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
52.4KNew |
$2.41M - $2.52M
|
52.4K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
50.3K+ 15.74% |
$2.32M - $2.42M
|
370K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
46.4K+ 20.96% |
$2.14M - $2.24M
|
268K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
45.3K+ 32.72% |
$2.09M - $2.18M
|
184K
$8.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.9K+ 6.35% |
$2.02M - $2.12M
|
735K
$34.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
43K+ 12.56% |
$1.98M - $2.07M
|
385K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
42.1K+ 19.83% |
$1.94M - $2.03M
|
255K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.8K+ 298.73% |
$1.88M - $1.97M
|
54.5K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.4K+ 35.01% |
$1.82M - $1.9M
|
152K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
39.3KNew |
$1.81M - $1.89M
|
39.3K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
38.9K+ 115.41% |
$1.79M - $1.88M
|
72.7K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.8KNew |
$1.74M - $1.82M
|
37.8K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
37.3K+ 4.34% |
$1.72M - $1.79M
|
895K
$41.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.4K+ 7.23% |
$1.68M - $1.75M
|
539K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
34.1K+ 26.93% |
$1.57M - $1.64M
|
161K
$7.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31.6K+ 3.17% |
$1.46M - $1.52M
|
1.03M
$47.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
31.5K+ 15.23% |
$1.45M - $1.52M
|
238K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
31KNew |
$1.43M - $1.5M
|
31K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6KNew |
$1.36M - $1.42M
|
29.6K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29K+ 5.31% |
$1.34M - $1.4M
|
575K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
28.3KNew |
$1.3M - $1.36M
|
28.3K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
24.9K+ 9.71% |
$1.15M - $1.2M
|
282K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 20.22% |
$1.15M - $1.2M
|
148K
$6.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
24.3K+ 4.42% |
$1.12M - $1.17M
|
573K
$26.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
24.2K+ 103.44% |
$1.12M - $1.17M
|
47.7K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
23.8K+ 3.39% |
$1.1M - $1.15M
|
727K
$33.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
23.8KNew |
$1.1M - $1.14M
|
23.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 46.25% |
$1.03M - $1.08M
|
70.9K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.2K+ 79.64% |
$1.02M - $1.07M
|
50K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
19.3KNew |
$890K - $931K
|
19.3K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.3K+ 14.25% |
$889K - $930K
|
155K
$7.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 31.35% |
$845K - $883K
|
76.8K
$3.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.5K+ 6.4% |
$805K - $842K
|
290K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.7K+ 60.51% |
$771K - $807K
|
44.4K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
16.5K+ 3.19% |
$760K - $795K
|
533K
$24.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$757K - $791K
|
16.4K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
16.3K+ 29.21% |
$751K - $786K
|
72.2K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16K+ 22.65% |
$739K - $772K
|
86.8K
$4.04M
|