Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-534K- 75.87% |
$25.3M - $25.6M
|
170K
$8.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-140K- 43.01% |
$6.64M - $6.73M
|
186K
$8.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-57.5K- 4.54% |
$2.72M - $2.76M
|
1.21M
$57.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.42K- 30.25% |
$351K - $356K
|
17.1K
$811K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-6.82K- 24.22% |
$323K - $327K
|
21.3K
$1.01M
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.36K- 4.47% |
$159K - $161K
|
71.6K
$3.39M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-2.85K- 1.43% |
$135K - $137K
|
196K
$9.31M
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.01K- 26.69% |
$95.2K - $96.6K
|
5.53K
$262K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.83K- 2.57% |
$86.8K - $88.1K
|
69.6K
$3.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.55K- 1.08% |
$73.5K - $74.6K
|
142K
$6.75M
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-638- 6.38% |
$30.2K - $30.6K
|
9.37K
$444K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-366- 4.81% |
$17.3K - $17.6K
|
7.25K
$343K
|
|
|
Jan 21, 2026
Q4 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-129- 0.39% |
$6.11K - $6.19K
|
33.2K
$1.57M
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.4M- 42.96% |
$65M - $67M
|
1.86M
$88.2M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-396K- 49.21% |
$18.3M - $18.9M
|
408K
$19.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-315K- 58.69% |
$14.6M - $15.1M
|
222K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-162K- 84.63% |
$7.52M - $7.74M
|
29.4K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-117K- 13.53% |
$5.4M - $5.57M
|
745K
$35.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-105K- 73.32% |
$4.87M - $5.02M
|
38.2K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-66.7K- 49.89% |
$3.09M - $3.19M
|
67K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-51.7K- 69.68% |
$2.4M - $2.47M
|
22.5K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.9K- 2.96% |
$2.31M - $2.38M
|
1.63M
$77.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-47.4K- 38.23% |
$2.2M - $2.27M
|
76.7K
$3.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-41.8K- 52.87% |
$1.94M - $1.99M
|
37.2K
$1.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-35.5K- 6.4% |
$1.65M - $1.7M
|
519K
$24.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-34K- 59.78% |
$1.58M - $1.62M
|
22.9K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-23.1K- 28.95% |
$1.07M - $1.1M
|
56.8K
$2.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 27.85% |
$1.02M - $1.05M
|
57.1K
$2.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.9K- 77.99% |
$969K - $998K
|
5.9K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.6K- 75.47% |
$816K - $841K
|
5.72K
$271K
|
|
|
Nov 14, 2025
Q3 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-16.3K- 4.29% |
$756K - $778K
|
364K
$17.2M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-12.6K- 21.55% |
$585K - $602K
|
45.9K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-12.1K- 1.99% |
$563K - $580K
|
597K
$28.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.91K- 10.6% |
$367K - $378K
|
66.7K
$3.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-7.3K- 48.12% |
$338K - $349K
|
7.87K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-6.13K- 31.66% |
$284K - $293K
|
13.2K
$627K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5.89K- 3.55% |
$273K - $281K
|
160K
$7.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.63K- 37.2% |
$261K - $269K
|
9.51K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-5.04K- 47.35% |
$233K - $241K
|
5.6K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4.06K- 8.64% |
$188K - $194K
|
42.9K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.49K- 37.0% |
$162K - $167K
|
5.94K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 41.5% |
$156K - $160K
|
4.73K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 13.39% |
$147K - $151K
|
20.5K
$971K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.96K- 7.2% |
$137K - $141K
|
38.2K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2.9K- 37.62% |
$134K - $139K
|
4.81K
$228K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.7K- 0.54% |
$125K - $129K
|
495K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.64K- 4.87% |
$122K - $126K
|
51.6K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.86K- 0.85% |
$86.4K - $89K
|
218K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 8.98% |
$83.6K - $86.1K
|
18.3K
$866K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.79K- 4.75% |
$82.8K - $85.3K
|
35.8K
$1.7M
|
|