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
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 17.02% |
$1.29M - $1.33M
|
191K
$9.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26.8K+ 54.43% |
$1.24M - $1.28M
|
76K
$3.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
26.5KNew |
$1.23M - $1.26M
|
26.5K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
26.2K+ 15.1% |
$1.21M - $1.25M
|
199K
$9.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
24.7K+ 3.17% |
$1.15M - $1.18M
|
806K
$38.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.6KNew |
$1.14M - $1.17M
|
24.6K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 6.66% |
$1.13M - $1.16M
|
390K
$18.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
23.6K+ 3.88% |
$1.09M - $1.13M
|
632K
$29.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.3KNew |
$1.08M - $1.11M
|
23.3K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
23.2K+ 12.34% |
$1.08M - $1.11M
|
211K
$10M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
22.8K+ 270.95% |
$1.06M - $1.09M
|
31.2K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22.6K+ 8.96% |
$1.05M - $1.08M
|
275K
$13M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
22.4KNew |
$1.04M - $1.07M
|
22.4K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.7K+ 15.32% |
$961K - $990K
|
156K
$7.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 3.64% |
$952K - $980K
|
585K
$27.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19.7K+ 7.39% |
$915K - $943K
|
287K
$13.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.7K+ 5.98% |
$912K - $940K
|
349K
$16.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
19.4K+ 23.28% |
$897K - $924K
|
102K
$4.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
18.9K+ 11.62% |
$878K - $905K
|
182K
$8.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17.2K+ 5.99% |
$798K - $822K
|
304K
$14.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 9.4% |
$780K - $803K
|
196K
$9.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
16.8K+ 166.47% |
$779K - $802K
|
26.9K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
16.4K+ 2.41% |
$762K - $785K
|
700K
$33.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.4K+ 4.83% |
$761K - $783K
|
356K
$16.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
16.2K+ 2.86% |
$750K - $773K
|
582K
$27.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
16K+ 9.37% |
$744K - $767K
|
187K
$8.87M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
BUY
|
- |
15.3K+ 3.74% |
$710K - $731K
|
425K
$20.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
14.7K+ 72.31% |
$680K - $700K
|
34.9K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
14.5K+ 2.43% |
$670K - $690K
|
610K
$28.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.3K+ 8.46% |
$662K - $682K
|
183K
$8.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13.6KNew |
$630K - $649K
|
13.6K
$644K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.4K+ 131.67% |
$623K - $642K
|
23.6K
$1.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 2.31% |
$618K - $637K
|
592K
$28M
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 6.05% |
$614K - $633K
|
232K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
12.9K+ 15.28% |
$599K - $617K
|
97.4K
$4.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.6K+ 2.09% |
$586K - $604K
|
619K
$29.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.4K+ 2.74% |
$574K - $591K
|
464K
$22M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 3.6% |
$525K - $541K
|
326K
$15.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11.1K+ 37.84% |
$516K - $532K
|
40.6K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11K+ 75.85% |
$512K - $527K
|
25.6K
$1.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.7K+ 180.63% |
$494K - $509K
|
16.5K
$784K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.5K+ 31.13% |
$487K - $502K
|
44.2K
$2.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.3K+ 72.49% |
$480K - $494K
|
24.6K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.1K+ 6.26% |
$467K - $481K
|
171K
$8.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$464K - $478K
|
10K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.58K+ 1615.68% |
$444K - $458K
|
10.2K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
9.32K+ 3.11% |
$432K - $445K
|
309K
$14.6M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.3K+ 12.98% |
$431K - $444K
|
80.9K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
9.23KNew |
$428K - $441K
|
9.23K
$437K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.14K+ 177.95% |
$424K - $437K
|
14.3K
$677K
|
|