Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JCPB)

JCPB Quotes by TradingView

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
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
1.22K
New
$56K - $57.6K
1.22K $57.9K
Aug 01, 2025 Q2 2025
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.07K
+ 2.38%
$49.3K - $50.7K
46.1K $2.19M
Aug 14, 2025 Q2 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
860
+ 156.36%
$39.5K - $40.6K
1.41K $66.8K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
781
New
$35.8K - $36.9K
781 $37K
Jul 15, 2025 Q2 2025
Ims Capital Management

BUY
 -
720
+ 3.47%
$33K - $34K
21.5K $1.02M
Aug 13, 2025 Q2 2025
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
615
New
$28.2K - $29K
615 $29.1K
Aug 19, 2025 Q2 2025
Asset Dedication, LLC

BUY
 -
200
New
$9.18K - $9.44K
200 $9.48K
Aug 12, 2025 Q2 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
New
$45.9 - $47.2
1 $47.4
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 15, 2025 Q1 2025
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
63.7K
+ 8.77%
$2.9M - $3.01M
790K $37.5M
May 16, 2025 Q1 2025
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
48.9K
New
$2.23M - $2.31M
48.9K $2.32M
Apr 18, 2025 Q1 2025
Wolf Group Capital Advisors

BUY
 -
42.8K
New
$1.95M - $2.02M
42.8K $2.03M
Apr 21, 2025 Q1 2025
E Rn Financial, LLC

BUY
 -
29.7K
+ 16.45%
$1.35M - $1.4M
210K $9.95M
May 09, 2025 Q1 2025
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
19.2K
+ 203.88%
$874K - $906K
28.6K $1.35M
May 06, 2025 Q1 2025
Efficient Advisors, LLC

BUY
 -
17.2K
New
$781K - $810K
17.2K $813K
Apr 22, 2025 Q1 2025
True Mark Investments, LLC

Chicago, IL
BUY
 -
15.4K
New
$703K - $729K
15.4K $731K
Apr 29, 2025 Q1 2025
Brown Advisory Inc

BUY
 -
15.3K
New
$697K - $723K
15.3K $725K
Apr 22, 2025 Q1 2025
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
13.4K
New
$611K - $633K
13.4K $635K
May 13, 2025 Q1 2025
Neuberger Berman Group LLC

New York, NY
BUY
 -
8.5K
New
$387K - $401K
8.5K $403K
May 07, 2025 Q1 2025
Xtx Topco LTD

London, X0
BUY
 -
7.96K
New
$363K - $376K
7.96K $377K
Apr 28, 2025 Q1 2025
Summit Trail Advisors, LLC

New York, NY
BUY
 -
6.49K
New
$296K - $307K
6.49K $308K
Apr 21, 2025 Q1 2025
Private Wealth Partners, LLC

BUY
 -
6.33K
New
$288K - $299K
6.33K $300K
May 01, 2025 Q1 2025
Mathes Company, Inc.

BUY
 -
5K
New
$228K - $236K
5K $237K
Apr 30, 2025 Q1 2025
Wespac Advisors, LLC

BUY
 -
4.97K
New
$227K - $235K
4.97K $236K
May 06, 2025 Q1 2025
Next Level Wealth Planning, LLC

Meridian, ID
BUY
 -
4.5K
New
$205K - $213K
4.5K $213K
Apr 24, 2025 Q1 2025
Beacon Financial Advisory LLC

BUY
 -
4.31K
New
$196K - $204K
4.31K $204K
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
2.31K
New
$105K - $109K
2.31K $110K
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

BUY
 -
968
+ 80.33%
$44.1K - $45.7K
2.17K $103K
May 08, 2025 Q1 2025
North Rock Partners, LLC

BUY
 -
391
New
$17.8K - $18.5K
391 $18.5K
Apr 07, 2025 Q1 2025
Tompkins Financial Corp

BUY
 -
355
New
$16.2K - $16.8K
355 $16.8K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
162
New
$7.38K - $7.65K
162 $7.68K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
56
New
$2.55K - $2.64K
56 $2.65K
Apr 30, 2025 Q1 2025
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
1
+ 0.01%
$45.6 - $47.2
8.64K $410K
Q4 2024
Feb 12, 2025 Q4 2024
Pacific Wealth Management

BUY
 -
219K
New
$10.1M - $10.5M
219K $10.4M
Feb 14, 2025 Q4 2024
Wms Partners, LLC

BUY
 -
174K
+ 10.44%
$8M - $8.36M
1.84M $87M
Feb 13, 2025 Q4 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
28.3K
New
$1.3M - $1.36M
28.3K $1.34M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
18.3K
+ 31.35%
$845K - $883K
76.8K $3.64M
Feb 10, 2025 Q4 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
16.4K
New
$757K - $791K
16.4K $778K
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
14.5K
+ 28.67%
$670K - $700K
65.3K $3.09M
Jan 16, 2025 Q4 2024
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
5.53K
New
$255K - $266K
5.53K $262K
Feb 14, 2025 Q4 2024
Novem Group

Rochester, NY
BUY
 -
5.14K
New
$237K - $248K
5.14K $244K
Jan 16, 2025 Q4 2024
M.E. Allison & Co., Inc.

San Antonio, TX
BUY
 -
5.03K
New
$232K - $242K
5.03K $238K
Feb 14, 2025 Q4 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.88K
New
$225K - $235K
4.88K $231K
Feb 18, 2025 Q4 2024
Gts Securities LLC

New York, NY
BUY
 -
1.86K
+ 26.75%
$85.7K - $89.6K
8.81K $418K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
1.24K
New
$57.2K - $59.8K
1.24K $58.8K
Jan 23, 2025 Q4 2024
Hantz Financial Services, Inc.

BUY
 -
934
+ 23350.0%
$43K - $45K
938 $44.4K
Feb 10, 2025 Q4 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
879
New
$40.5K - $42.3K
879 $41.6K
Feb 04, 2025 Q4 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
706
New
$32.5K - $34K
706 $33.5K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
287
New
$13.2K - $13.8K
287 $13.6K

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