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 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.13K+ 1.31% |
$423K - $436K
|
704K
$33.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.92K+ 3.89% |
$414K - $426K
|
238K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.9K+ 8.99% |
$413K - $425K
|
108K
$5.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.77K+ 62.21% |
$407K - $419K
|
22.9K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.07K+ 156.05% |
$374K - $386K
|
13.2K
$628K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.92K+ 3.53% |
$367K - $378K
|
232K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.84KNew |
$364K - $375K
|
7.84K
$372K
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.71K+ 4.78% |
$358K - $368K
|
169K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.44K+ 3.81% |
$345K - $355K
|
203K
$9.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.4K+ 11.81% |
$343K - $353K
|
70.1K
$3.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
7.24K+ 13.15% |
$336K - $346K
|
62.3K
$2.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 24.83% |
$330K - $340K
|
35.8K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.08KNew |
$328K - $338K
|
7.08K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.95KNew |
$322K - $332K
|
6.95K
$329K
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.87K+ 2.84% |
$319K - $328K
|
249K
$11.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.79KNew |
$315K - $324K
|
6.79K
$322K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.45KNew |
$299K - $308K
|
6.45K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.45KNew |
$299K - $308K
|
6.45K
$306K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.38KNew |
$296K - $305K
|
6.38K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.31K+ 8.86% |
$293K - $302K
|
77.6K
$3.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.27K+ 20.52% |
$291K - $300K
|
36.9K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.96KNew |
$276K - $285K
|
5.96K
$282K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.95KNew |
$276K - $284K
|
5.95K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.86K+ 6.71% |
$271K - $280K
|
93.1K
$4.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.83K+ 3333.71% |
$271K - $279K
|
6.01K
$285K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.83K+ 0.69% |
$270K - $279K
|
845K
$40.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.77K+ 8.13% |
$268K - $276K
|
76.7K
$3.63M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.7K+ 16.3% |
$264K - $272K
|
40.7K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.5KNew |
$255K - $263K
|
5.5K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.39K+ 29.56% |
$250K - $257K
|
23.6K
$1.12M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.33K+ 56.5% |
$247K - $255K
|
14.8K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
5.33K+ 10.68% |
$247K - $255K
|
55.3K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
5.32K+ 27.67% |
$247K - $254K
|
24.6K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.26KNew |
$244K - $251K
|
5.26K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
4.97K+ 5.69% |
$230K - $237K
|
92.3K
$4.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4.86K+ 80933.33% |
$225K - $232K
|
4.86K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.77K+ 3.43% |
$221K - $228K
|
144K
$6.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$220K - $226K
|
4.74K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.7KNew |
$218K - $225K
|
4.7K
$223K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.63KNew |
$215K - $221K
|
4.63K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.13K+ 26.84% |
$192K - $197K
|
19.5K
$925K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.78K+ 8.63% |
$175K - $181K
|
47.6K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
3.71K+ 5.62% |
$172K - $177K
|
69.7K
$3.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.7K+ 77.75% |
$171K - $177K
|
8.45K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 4.65% |
$166K - $171K
|
80.6K
$3.82M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.42K+ 0.74% |
$158K - $163K
|
462K
$21.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.3K+ 21.29% |
$153K - $158K
|
18.8K
$890K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.19K+ 10.1% |
$148K - $152K
|
34.8K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.16K+ 0.91% |
$147K - $151K
|
349K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 29.67% |
$145K - $149K
|
13.6K
$646K
|
|