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
Jan 17, 2025 Q4 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
83
+ 1.6%
$3.82K - $4K
5.26K $249K
Feb 04, 2025 Q4 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
6
New
$276 - $289
6 $284
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
5
+ 1.25%
$230 - $241
404 $19.1K
Feb 05, 2025 Q4 2024
Noble Wealth Management Pbc

Greenwood Village, CO
BUY
 -
0
New
$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 $59.1M
Oct 15, 2024 Q3 2024
Pennsylvania Capital Management Inc

BUY
 -
229K
New
$10.5M - $11.1M
229K $10.8M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
220K
+ 11.81%
$10.1M - $10.7M
2.08M $98.7M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
38.8K
+ 14.5%
$1.78M - $1.88M
306K $14.5M
Nov 08, 2024 Q3 2024
Etfidea, LLC

Syracuse, NY
BUY
 -
19.8K
New
$910K - $963K
19.8K $940K
Nov 21, 2024 Q3 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
10.7K
New
$491K - $519K
10.7K $507K
Oct 31, 2024 Q3 2024
Keybank National Association

BUY
 -
5.23K
New
$240K - $254K
5.23K $248K
Oct 23, 2024 Q3 2024
Heritage Oak Wealth Advisors LLC

Santa Rosa Beach, FL
BUY
 -
5.21K
New
$239K - $253K
5.21K $247K
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
4.24K
+ 30.22%
$195K - $206K
18.3K $866K
Nov 07, 2024 Q3 2024
Parkside Financial Bank & Trust

BUY
 -
642
New
$29.4K - $31.2K
642 $30.4K
Oct 09, 2024 Q3 2024
Moisand Fitzgerald Tamayo, LLC

BUY
 -
630
New
$28.9K - $30.6K
630 $29.8K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
605
+ 4.94%
$27.8K - $29.4K
12.9K $609K
Nov 07, 2024 Q3 2024
Gyl Financial Synergies, LLC

BUY
 -
514
+ 1.19%
$23.6K - $24.9K
43.7K $2.07M
Nov 12, 2024 Q3 2024
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
164
+ 0.67%
$7.52K - $7.96K
24.8K $1.17M
Oct 21, 2024 Q3 2024
Sharkey, Howes & Javer

BUY
 -
96
+ 1.35%
$4.4K - $4.66K
7.2K $341K
Nov 12, 2024 Q3 2024
Raymond James Trust N.A.

BUY
 -
89
+ 0.81%
$4.08K - $4.32K
11K $522K
Oct 30, 2024 Q3 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
25
+ 23.36%
$1.15K - $1.21K
132 $6.25K
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
1
New
$45.9 - $48.5
1 $47.4
Q2 2024
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
172K
New
$7.8M - $8.05M
172K $8.17M
Mar 11, 2025 Q2 2024
Private Capital Management LLC

BUY
 -
167K
+ 3324.19%
$7.58M - $7.81M
172K $8.17M
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
160K
+ 303.19%
$7.25M - $7.48M
213K $10.1M
Jul 16, 2024 Q2 2024
Mcia Inc

BUY
 -
44.7K
+ 7.13%
$2.02M - $2.09M
672K $31.8M
Aug 08, 2024 Q2 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
14.4K
+ 10.79%
$650K - $670K
147K $6.99M
Jul 25, 2024 Q2 2024
Gratus Capital LLC

BUY
 -
10.9K
+ 3.22%
$493K - $508K
349K $16.5M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
8.21K
+ 29.21%
$371K - $383K
36.3K $1.72M
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
7.57K
New
$343K - $353K
7.57K $359K
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
6.35K
New
$288K - $296K
6.35K $301K
Aug 13, 2024 Q2 2024
Black Diamond Wealth Management Inc.

BUY
 -
4.89K
New
$222K - $228K
4.89K $232K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.36K
New
$61.3K - $63.2K
1.36K $64.2K
Jul 10, 2024 Q2 2024
Walden Wealth Partners LLC

Beachwood, OH
BUY
 -
629
+ 3.35%
$28.5K - $29.4K
19.4K $919K
Aug 09, 2024 Q2 2024
Pittenger & Anderson Inc

BUY
 -
400
New
$18.1K - $18.7K
400 $19K
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
291
New
$13.2K - $13.6K
291 $13.8K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
182
New
$8.24K - $8.49K
182 $8.62K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
113
New
$5.12K - $5.27K
113 $5.35K
Aug 14, 2024 Q2 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
100
+ 200.0%
$4.53K - $4.67K
150 $7.11K
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
93
New
$4.21K - $4.34K
93 $4.41K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
36
New
$1.63K - $1.68K
36 $1.71K
Jul 12, 2024 Q2 2024
Webster Bank, N. A.

BUY
 -
14
New
$634 - $653
14 $663
Jul 19, 2024 Q2 2024
First Horizon Advisors, Inc.

BUY
 -
13
New
$589 - $607
13 $616
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
105K
+ 87.18%
$4.85M - $4.97M
226K $10.7M
May 03, 2024 Q1 2024
Pinnacle Wealth Management, LLC

BUY
 -
10.1K
+ 161.56%
$467K - $479K
16.4K $779K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
2.22K
+ 8.34%
$102K - $105K
28.8K $1.36M
Apr 18, 2024 Q1 2024
Hedeker Wealth, LLC

BUY
 -
954
+ 2.32%
$43.9K - $45K
42.1K $1.99M
Apr 12, 2024 Q1 2024
Baldwin Brothers LLC

BUY
 -
645
+ 99.23%
$29.7K - $30.4K
1.3K $61.4K
Apr 23, 2024 Q1 2024
Gradient Investments LLC

BUY
 -
1
New
$46 - $47.2
1 $47.4

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