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 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
15.8K+ 2.63% |
$726K - $759K
|
614K
$28.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.5K+ 28.67% |
$670K - $700K
|
65.3K
$3.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.1K+ 38.99% |
$651K - $681K
|
50.4K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 21.89% |
$637K - $666K
|
77K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 5.57% |
$634K - $663K
|
261K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.3K+ 24.9% |
$612K - $640K
|
66.7K
$3.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 11.13% |
$583K - $610K
|
126K
$5.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.8KNew |
$545K - $570K
|
11.8K
$550K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.7K+ 28.67% |
$538K - $562K
|
52.4K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.9K+ 16.47% |
$504K - $527K
|
77.4K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.8K+ 49.25% |
$498K - $521K
|
32.8K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.8K+ 22.87% |
$498K - $521K
|
58.1K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.84K+ 9.36% |
$453K - $474K
|
115K
$5.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.71K+ 19.11% |
$447K - $468K
|
60.5K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.41KNew |
$433K - $453K
|
9.41K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.28K+ 46.43% |
$428K - $447K
|
29.3K
$1.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.27K+ 2.05% |
$427K - $447K
|
462K
$21.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.26KNew |
$426K - $446K
|
9.26K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9.25KNew |
$426K - $446K
|
9.25K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.76K+ 2.75% |
$404K - $422K
|
328K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.64KNew |
$398K - $416K
|
8.64K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.63K+ 37.84% |
$398K - $416K
|
31.4K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.6K+ 68.08% |
$396K - $414K
|
21.2K
$987K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.43K+ 14.23% |
$388K - $406K
|
67.7K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.29K+ 32.25% |
$382K - $399K
|
34K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.18KNew |
$377K - $394K
|
8.18K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.98K+ 26.11% |
$368K - $384K
|
38.5K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.93K+ 37.38% |
$365K - $382K
|
29.1K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.91K+ 56.03% |
$365K - $381K
|
22K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.83K+ 6.42% |
$361K - $377K
|
130K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.64K+ 4.43% |
$352K - $368K
|
180K
$8.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.37K+ 5.68% |
$340K - $355K
|
137K
$6.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7.35KNew |
$339K - $354K
|
7.35K
$342K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.33K+ 25.69% |
$338K - $353K
|
35.8K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.07K+ 28.19% |
$326K - $341K
|
32.1K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.86K+ 4.28% |
$316K - $330K
|
167K
$7.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.85K+ 13.79% |
$316K - $330K
|
56.5K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.5K+ 8.55% |
$300K - $313K
|
82.6K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.04K+ 4.94% |
$278K - $291K
|
128K
$5.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.95K+ 4.28% |
$274K - $287K
|
145K
$6.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
5.92K+ 5.68% |
$273K - $285K
|
110K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.91K+ 13.32% |
$272K - $284K
|
50.2K
$2.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.65KNew |
$260K - $272K
|
5.65K
$263K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.53KNew |
$255K - $266K
|
5.53K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44K+ 47.67% |
$251K - $262K
|
16.9K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 36.77% |
$243K - $254K
|
19.6K
$911K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$241K - $252K
|
5.24K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.12KNew |
$236K - $247K
|
5.12K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.03KNew |
$232K - $242K
|
5.03K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.92K+ 51.05% |
$227K - $237K
|
14.6K
$677K
|