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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.22M- 87.93% |
$56.2M - $58.8M
|
167K
$7.77M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 97.85% |
$10.2M - $10.6M
|
4.85K
$225K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-209K- 18.89% |
$9.65M - $10.1M
|
899K
$41.7M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-144K- 34.93% |
$6.62M - $6.93M
|
268K
$12.4M
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-136K- 16.17% |
$6.26M - $6.55M
|
705K
$32.7M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-61.8K- 20.99% |
$2.85M - $2.98M
|
233K
$10.8M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-39.4K- 4.23% |
$1.82M - $1.9M
|
892K
$41.4M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-37.6K- 6.22% |
$1.73M - $1.81M
|
568K
$26.3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.5K- 3.32% |
$1.73M - $1.81M
|
1.09M
$50.6M
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-33.9K- 11.04% |
$1.56M - $1.63M
|
273K
$12.7M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-26.7K- 7.73% |
$1.23M - $1.29M
|
319K
$14.8M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-24.9K- 8.26% |
$1.15M - $1.2M
|
277K
$12.8M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 6.56% |
$1.09M - $1.14M
|
338K
$15.7M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-23.4K- 20.8% |
$1.08M - $1.13M
|
89.2K
$4.14M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-22.7K- 50.71% |
$1.04M - $1.09M
|
22K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-22.6K- 7.5% |
$1.04M - $1.09M
|
279K
$12.9M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.2K- 32.63% |
$700K - $732K
|
31.4K
$1.46M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 29.78% |
$694K - $726K
|
35.5K
$1.65M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-10.8K- 3.59% |
$499K - $522K
|
290K
$13.5M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.84K- 28.39% |
$407K - $426K
|
22.3K
$1.03M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.73K- 2.92% |
$402K - $421K
|
291K
$13.5M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.51K- 26.93% |
$392K - $410K
|
23.1K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.91K- 10.86% |
$364K - $381K
|
64.9K
$3.01M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.21K- 9.32% |
$286K - $299K
|
60.4K
$2.8M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.8K- 4.13% |
$267K - $279K
|
135K
$6.25M
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-5.05K- 8.26% |
$232K - $243K
|
56.1K
$2.6M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.35K- 16.45% |
$200K - $210K
|
22.1K
$1.02M
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.55K- 22.68% |
$164K - $171K
|
12.1K
$561K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.92K- 7.53% |
$135K - $141K
|
35.9K
$1.66M
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-2.4K- 3.72% |
$110K - $115K
|
62K
$2.87M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.08K- 40.02% |
$96K - $100K
|
3.12K
$145K
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-1.9K- 1.02% |
$87.3K - $91.3K
|
185K
$8.57M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 31.52% |
$51.4K - $53.8K
|
2.43K
$112K
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-914- 3.31% |
$42.1K - $44K
|
26.7K
$1.24M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-823- 9.43% |
$37.9K - $39.6K
|
7.9K
$367K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-772- 13.85% |
$35.6K - $37.2K
|
4.8K
$223K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-491- 1.09% |
$22.6K - $23.7K
|
44.4K
$2.06M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-479- 4.31% |
$22.1K - $23.1K
|
10.6K
$493K
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-271- 2.47% |
$12.5K - $13.1K
|
10.7K
$497K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-259- 1.66% |
$11.9K - $12.5K
|
15.3K
$712K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-222- 0.97% |
$10.2K - $10.7K
|
22.8K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-182- 3.43% |
$8.38K - $8.77K
|
5.12K
$238K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-120- 1.53% |
$5.53K - $5.78K
|
7.7K
$357K
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-113- 2.38% |
$5.21K - $5.44K
|
4.63K
$215K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 2.49% |
$1.75K - $1.83K
|
1.49K
$69K
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.59% |
$1.75K - $1.83K
|
6.38K
$296K
|
|
Q3 2024 | |||||||
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-207K- 20.19% |
$9.48M - $10M
|
817K
$37.9M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.7K- 66.25% |
$3.01M - $3.19M
|
33.5K
$1.55M
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.6K- 61.2% |
$988K - $1.05M
|
13.7K
$634K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.2K- 25.88% |
$973K - $1.03M
|
60.7K
$2.82M
|