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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88KNew |
$225K - $235K
|
4.88K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.69K+ 2.49% |
$216K - $226K
|
193K
$8.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.68K+ 193.07% |
$216K - $226K
|
7.11K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.19K+ 30.34% |
$193K - $202K
|
18K
$836K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.09KNew |
$189K - $197K
|
4.09K
$190K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.38% |
$186K - $194K
|
24.8K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.64K+ 42.31% |
$168K - $175K
|
12.2K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.56K+ 5.56% |
$164K - $172K
|
67.7K
$3.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.24K+ 72.27% |
$149K - $156K
|
7.73K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.16K+ 1.12% |
$145K - $152K
|
286K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 4.38% |
$136K - $142K
|
70.3K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.91K+ 51.88% |
$134K - $140K
|
8.51K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.89K+ 11.0% |
$133K - $139K
|
29.2K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.72K+ 8.57% |
$125K - $131K
|
34.4K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.47K+ 29.35% |
$114K - $119K
|
10.9K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.46K+ 9.77% |
$113K - $119K
|
27.7K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 13.99% |
$111K - $117K
|
19.7K
$917K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.39K+ 3.22% |
$110K - $115K
|
76.6K
$3.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 17.35% |
$96.1K - $101K
|
14.1K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.04K+ 23.0% |
$93.9K - $98.2K
|
10.9K
$507K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 39.33% |
$81.1K - $84.8K
|
6.24K
$290K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 10.86% |
$72.8K - $76.2K
|
16.1K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 28.01% |
$72.2K - $75.5K
|
7.16K
$333K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 34.36% |
$69.2K - $72.3K
|
5.87K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 0.81% |
$68.7K - $71.9K
|
185K
$8.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.32K+ 3.77% |
$60.7K - $63.4K
|
36.2K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 12.05% |
$57.1K - $59.7K
|
11.5K
$536K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.08KNew |
$49.8K - $52.1K
|
1.08K
$50.3K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.03K+ 4.35% |
$47.6K - $49.8K
|
24.8K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 14.08% |
$46.8K - $48.9K
|
8.23K
$383K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.01KNew |
$46.3K - $48.5K
|
1.01K
$46.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
996+ 1.14% |
$45.9K - $48K
|
88.7K
$4.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
968+ 20.43% |
$44.6K - $46.6K
|
5.71K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946+ 0.79% |
$43.6K - $45.6K
|
120K
$5.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
934+ 23350.0% |
$43K - $45K
|
938
$43.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
880+ 2.14% |
$40.5K - $42.4K
|
42.1K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
879New |
$40.5K - $42.3K
|
879
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
825+ 2.5% |
$38K - $39.7K
|
33.8K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
807+ 0.1% |
$37.2K - $38.9K
|
818K
$38M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
766+ 1.15% |
$35.3K - $36.9K
|
67.3K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
748+ 0.57% |
$34.5K - $36K
|
133K
$6.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
706New |
$32.5K - $34K
|
706
$32.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
691+ 8.67% |
$31.8K - $33.3K
|
8.66K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
535New |
$24.6K - $25.8K
|
535
$24.9K
|