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 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
318+ 1.07% |
$14.7K - $15.2K
|
30.1K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
273+ 0.71% |
$12.7K - $13K
|
38.9K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
244+ 2.58% |
$11.3K - $11.7K
|
9.72K
$460K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
241+ 9.22% |
$11.2K - $11.5K
|
2.85K
$135K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
226+ 4.0% |
$10.5K - $10.8K
|
5.88K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
184+ 0.88% |
$8.53K - $8.79K
|
21.2K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
170New |
$7.88K - $8.12K
|
170
$8.05K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
159+ 0.38% |
$7.37K - $7.6K
|
42K
$1.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
147+ 1.1% |
$6.82K - $7.02K
|
13.6K
$642K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
134+ 0.57% |
$6.21K - $6.4K
|
23.5K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124New |
$5.75K - $5.92K
|
124
$5.88K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
122New |
$5.66K - $5.83K
|
122
$5.78K
|
|
|
Nov 19, 2025
Q3 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
110+ 0.9% |
$5.1K - $5.25K
|
12.3K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
110New |
$5.1K - $5.25K
|
110
$5.21K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
105+ 0.19% |
$4.87K - $5.02K
|
54.3K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93+ 1.25% |
$4.31K - $4.44K
|
7.54K
$357K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89+ 0.68% |
$4.13K - $4.25K
|
13.2K
$625K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
74+ 0.98% |
$3.43K - $3.53K
|
7.61K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
72+ 0.92% |
$3.34K - $3.44K
|
7.86K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
64+ 1.0% |
$2.97K - $3.06K
|
6.49K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
57New |
$2.64K - $2.72K
|
57
$2.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 4.42% |
$2.13K - $2.2K
|
1.09K
$51.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
20+ 0.29% |
$927 - $955
|
7K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14+ 0.65% |
$649 - $669
|
2.18K
$103K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11+ 0.09% |
$510 - $525
|
12.8K
$609K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.3% |
$417 - $430
|
699
$33.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 1.16% |
$325 - $334
|
612
$29K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.15% |
$278 - $287
|
527
$25K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.08% |
$232 - $239
|
6.18K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4+ 0.08% |
$185 - $191
|
4.87K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.02% |
$92.7 - $95.5
|
8.19K
$388K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
451KNew |
$20.7M - $21.3M
|
451K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
368K+ 267.14% |
$16.9M - $17.3M
|
505K
$23.9M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
305KNew |
$14M - $14.4M
|
305K
$14.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
172KNew |
$7.9M - $8.12M
|
172K
$8.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
93.5K+ 155.16% |
$4.29M - $4.41M
|
154K
$7.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
87.3KNew |
$4.01M - $4.12M
|
87.3K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.7K+ 36.07% |
$2.92M - $3M
|
240K
$11.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
52.6K+ 12.86% |
$2.41M - $2.48M
|
461K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.5K+ 836.14% |
$1.77M - $1.82M
|
43.2K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3KNew |
$1.62M - $1.67M
|
35.3K
$1.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
29.4KNew |
$1.35M - $1.39M
|
29.4K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.9K+ 7.42% |
$1.19M - $1.22M
|
375K
$17.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.41KNew |
$386K - $397K
|
8.41K
$399K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.09KNew |
$371K - $382K
|
8.09K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$253K - $260K
|
5.51K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.36KNew |
$200K - $206K
|
4.36K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.15K+ 8.24% |
$145K - $149K
|
41.4K
$1.96M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 18.78% |
$131K - $135K
|
18.1K
$856K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.22KNew |
$56K - $57.6K
|
1.22K
$57.9K
|
|