Latest Institutional Transactions on Jp Morgan Exchange Traded Fd T (JCPI)
This table provides information on the latest institutional transactions involving Jp Morgan Exchange Traded Fd T (JCPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.47KNew |
$302K - $310K
|
6.47K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
706New |
$32.9K - $33.9K
|
706
$34.3K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23New |
$1.07K - $1.11K
|
23
$1.12K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.6K- 92.65% |
$586K - $607K
|
1K
$48.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
240New |
$11.2K - $11.6K
|
240
$11.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.48K+ 2.5% |
$255K - $264K
|
225K
$10.9M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.69KNew |
$307K - $313K
|
6.69K
$325K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 13.9% |
$27K - $27.5K
|
3.64K
$177K
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.76KNew |
$219K - $223K
|
4.76K
$231K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-359- 6.55% |
$16.5K - $16.8K
|
5.13K
$249K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
66New |
$3.03K - $3.09K
|
66
$3.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.23KNew |
$379K - $386K
|
8.23K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 65.75% |
$57.5K - $58.5K
|
650
$31.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 57.47% |
$2.3K - $2.34K
|
37
$1.8K
|
|
| Q4 2023 | |||||||
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-999- 22.45% |
$44.6K - $46.7K
|
3.45K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-746- 10.79% |
$33.3K - $34.8K
|
6.17K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-176- 0.61% |
$7.85K - $8.22K
|
28.9K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
399New |
$17.8K - $18.6K
|
399
$19.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-19.6K- 16.58% |
$874K - $914K
|
98.5K
$4.78M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152+ 1.67% |
$6.86K - $7.04K
|
9.25K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 15.38% |
$4.51K - $4.63K
|
550
$26.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.3K+ 11.38% |
$58.4K - $60K
|
12.7K
$615K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.15K- 11.24% |
$52.9K - $54.7K
|
9.1K
$441K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7.06KNew |
$322K - $333K
|
7.06K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.69KNew |
$123K - $127K
|
2.69K
$131K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
971New |
$44.3K - $45.9K
|
971
$47.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$647K - $670K
|
14.2K
$689K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
50New |
$2.27K - $2.49K
|
50
$2.43K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.59KNew |
$254K - $278K
|
5.59K
$271K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.99KNew |
$136K - $149K
|
2.99K
$145K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
491New |
$23.7K - $24.6K
|
491
$23.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.4KNew |
$1.52M - $1.57M
|
31.4K
$1.53M
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
697New |
$33.6K - $34.9K
|
697
$33.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
9.68KNew |
$467K - $485K
|
9.68K
$470K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5New |
$241 - $250
|
5
$243
|
|