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
|
Ubs Group Ag
|
BUY
|
- |
219New |
$10.1K - $10.5K
|
219
$10.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
215+ 3.34% |
$9.91K - $10.4K
|
6.65K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 3.91% |
$9.21K - $9.63K
|
5.32K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
164+ 3.04% |
$7.56K - $7.9K
|
5.55K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
156+ 0.06% |
$7.19K - $7.51K
|
279K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
117+ 0.3% |
$5.39K - $5.64K
|
39.4K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
108+ 0.91% |
$4.98K - $5.2K
|
12K
$559K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
83+ 1.6% |
$3.82K - $4K
|
5.26K
$244K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
36+ 3.88% |
$1.66K - $1.73K
|
963
$44.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 3.7% |
$1.06K - $1.11K
|
644
$29.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.25% |
$921 - $963
|
7.97K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 1.2% |
$369 - $385
|
673
$31.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6New |
$276 - $289
|
6
$279
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.25% |
$230 - $241
|
404
$18.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.59% |
$46.1 - $48.2
|
64
$2.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
256K+ 25.78% |
$11.7M - $12.4M
|
1.25M
$58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
229KNew |
$10.5M - $11.1M
|
229K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 11.81% |
$10.1M - $10.7M
|
2.08M
$96.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 22.23% |
$8.39M - $8.88M
|
1.01M
$46.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59K+ 14.49% |
$2.71M - $2.86M
|
467K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.4K+ 157.48% |
$2.22M - $2.35M
|
79.1K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 14.5% |
$1.78M - $1.88M
|
306K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
32.1K+ 15.8% |
$1.47M - $1.56M
|
235K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.3K+ 2.29% |
$1.11M - $1.18M
|
1.08M
$50.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
19.8KNew |
$910K - $963K
|
19.8K
$923K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 28.57% |
$715K - $757K
|
70.2K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.3K+ 4.05% |
$702K - $743K
|
393K
$18.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 4.24% |
$655K - $693K
|
351K
$16.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11K+ 7.1% |
$503K - $532K
|
166K
$7.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.7KNew |
$491K - $519K
|
10.7K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.4KNew |
$478K - $506K
|
10.4K
$485K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$321K - $340K
|
7K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.96KNew |
$319K - $338K
|
6.96K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.95KNew |
$319K - $337K
|
6.95K
$323K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
5.23KNew |
$240K - $254K
|
5.23K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.21KNew |
$239K - $253K
|
5.21K
$242K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.18KNew |
$237K - $251K
|
5.18K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.24K+ 30.22% |
$195K - $206K
|
18.3K
$850K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.98K+ 1.29% |
$137K - $145K
|
234K
$10.9M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.96KNew |
$136K - $144K
|
2.96K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 28.7% |
$121K - $128K
|
11.9K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.1K+ 1.75% |
$50.5K - $53.5K
|
64.1K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.09K+ 12.27% |
$50K - $52.9K
|
9.98K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
913New |
$41.9K - $44.3K
|
913
$42.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
824+ 109.43% |
$37.8K - $40K
|
1.58K
$73.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
642New |
$29.4K - $31.2K
|
642
$29.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
630New |
$28.9K - $30.6K
|
630
$29.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
605+ 4.94% |
$27.8K - $29.4K
|
12.9K
$598K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
514+ 1.19% |
$23.6K - $24.9K
|
43.7K
$2.03M
|
|