Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) during Q4 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 39.33% |
$81.1K - $84.8K
|
6.24K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 10.86% |
$72.8K - $76.2K
|
16.1K
$746K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 28.01% |
$72.2K - $75.5K
|
7.16K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 34.36% |
$69.2K - $72.3K
|
5.87K
$271K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.03K+ 4.35% |
$47.6K - $49.8K
|
24.8K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
996+ 1.14% |
$45.9K - $48K
|
88.7K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
968+ 20.43% |
$44.6K - $46.6K
|
5.71K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946+ 0.79% |
$43.6K - $45.6K
|
120K
$5.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
934+ 23350.0% |
$43K - $45K
|
938
$43.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
880+ 2.14% |
$40.5K - $42.4K
|
42.1K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
748+ 0.57% |
$34.5K - $36K
|
133K
$6.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
691+ 8.67% |
$31.8K - $33.3K
|
8.66K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
535New |
$24.6K - $25.8K
|
535
$24.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458+ 4.79% |
$21.1K - $22.1K
|
10K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
442+ 4.96% |
$20.4K - $21.3K
|
9.35K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
356+ 0.56% |
$16.4K - $17.1K
|
63.7K
$2.94M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
287New |
$13.2K - $13.8K
|
287
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 3.91% |
$9.21K - $9.63K
|
5.32K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
83+ 1.6% |
$3.82K - $4K
|
5.26K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.25% |
$921 - $963
|
7.97K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.27% |
$230 - $241
|
399
$18.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.59% |
$46.1 - $48.2
|
64
$2.96K
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.59% |
$1.75K - $1.83K
|
6.38K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-113- 2.38% |
$5.21K - $5.44K
|
4.63K
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-271- 2.47% |
$12.5K - $13.1K
|
10.7K
$495K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-491- 1.09% |
$22.6K - $23.7K
|
44.4K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-772- 13.85% |
$35.6K - $37.2K
|
4.8K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-823- 9.43% |
$37.9K - $39.6K
|
7.9K
$365K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.08K- 40.02% |
$96K - $100K
|
3.12K
$144K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.92K- 7.53% |
$135K - $141K
|
35.9K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.35K- 16.45% |
$200K - $210K
|
22.1K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.8K- 4.13% |
$267K - $279K
|
135K
$6.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.73K- 2.92% |
$402K - $421K
|
291K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 29.78% |
$694K - $726K
|
35.5K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.2K- 32.63% |
$700K - $732K
|
31.4K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-23.4K- 20.8% |
$1.08M - $1.13M
|
89.2K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 6.56% |
$1.09M - $1.14M
|
338K
$15.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-37.6K- 6.22% |
$1.73M - $1.81M
|
568K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-39.4K- 4.23% |
$1.82M - $1.9M
|
892K
$41.2M
|