Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JCPB)

JCPB Quotes by TradingView

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 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
1.12M
+ 312.63%
$51.7M - $54.1M
1.48M $68.8M
Jan 28, 2025 Q4 2024
Savant Capital, LLC

BUY
 -
303K
New
$14M - $14.6M
303K $14.1M
Jan 15, 2025 Q4 2024
Helen Stephens Group, LLC

BUY
 -
285K
+ 157.62%
$13.2M - $13.8M
467K $21.7M
Jan 17, 2025 Q4 2024
Janney Montgomery Scott LLC

BUY
 -
277K
+ 16.81%
$12.8M - $13.4M
1.93M $89.5M
Jan 15, 2025 Q4 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
254K
+ 15.71%
$11.7M - $12.2M
1.87M $86.8M
Jan 22, 2025 Q4 2024
Bank Plus Wealth Management LLC

Jackson, MS
BUY
 -
222K
New
$10.2M - $10.7M
222K $10.3M
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
221K
+ 4960.04%
$10.2M - $10.6M
225K $10.5M
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
182K
+ 166.64%
$8.37M - $8.75M
291K $13.5M
Jan 13, 2025 Q4 2024
Floyd Financial Group LLC

Springfield, MO
BUY
 -
176K
New
$8.1M - $8.47M
176K $8.16M
Jan 21, 2025 Q4 2024
Exchange Traded Concepts, LLC

BUY
 -
175K
New
$8.07M - $8.43M
175K $8.13M
Jan 30, 2025 Q4 2024
Sierra Ocean, LLC

Ripon, CA
BUY
 -
174K
New
$8.02M - $8.39M
174K $8.08M
Jan 21, 2025 Q4 2024
Legacy Wealth Management, Inc

BUY
 -
162K
+ 5.38%
$7.48M - $7.82M
3.18M $148M
Jan 15, 2025 Q4 2024
Garrett Investment Advisors LLC

BUY
 -
131K
+ 10.23%
$6.05M - $6.33M
1.41M $65.7M
Jan 16, 2025 Q4 2024
Tarbox Family Office, Inc.

BUY
 -
125K
+ 147.92%
$5.76M - $6.02M
210K $9.73M
Jan 16, 2025 Q4 2024
Arbor Trust Wealth Advisors, LLC

BUY
 -
115K
+ 108.01%
$5.31M - $5.55M
222K $10.3M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
115K
+ 27.5%
$5.3M - $5.54M
534K $24.8M
Jan 22, 2025 Q4 2024
Summit Financial Strategies, Inc.

BUY
 -
103K
New
$4.74M - $4.95M
103K $4.77M
Jan 27, 2025 Q4 2024
John W. Brooker & Co., Cp As

BUY
 -
92.2K
+ 44.11%
$4.25M - $4.44M
301K $14M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
86.9K
+ 47.44%
$4M - $4.19M
270K $12.5M
Jan 31, 2025 Q4 2024
5 T Wealth, LLC

Napa, CA
BUY
 -
82.9K
New
$3.82M - $4M
82.9K $3.85M
Jan 14, 2025 Q4 2024
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
76.6K
New
$3.53M - $3.69M
76.6K $3.55M
Jan 31, 2025 Q4 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
73.1K
+ 16.25%
$3.37M - $3.52M
523K $24.3M
Jan 17, 2025 Q4 2024
D.B. Root & Company, LLC

BUY
 -
66.4K
+ 5.97%
$3.06M - $3.2M
1.18M $54.7M
Jan 31, 2025 Q4 2024
D.A. Davidson & Co.

BUY
 -
61.1K
+ 85.76%
$2.82M - $2.95M
132K $6.15M
Jan 30, 2025 Q4 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
59.2K
+ 103.91%
$2.73M - $2.85M
116K $5.39M
Jan 31, 2025 Q4 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
58.2K
+ 61.85%
$2.68M - $2.8M
152K $7.06M
Jan 29, 2025 Q4 2024
Bogart Wealth, LLC

BUY
 -
56.3K
+ 6.33%
$2.59M - $2.71M
946K $43.9M
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
53.9K
+ 22.91%
$2.48M - $2.6M
289K $13.4M
Jan 29, 2025 Q4 2024
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
43K
+ 12.56%
$1.98M - $2.07M
385K $17.9M
Jan 28, 2025 Q4 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
38.9K
+ 115.41%
$1.79M - $1.88M
72.7K $3.37M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
37.8K
New
$1.74M - $1.82M
37.8K $1.75M
Jan 14, 2025 Q4 2024
Harbor Group, Inc.

BUY
 -
37.3K
+ 4.34%
$1.72M - $1.79M
895K $41.5M
Jan 13, 2025 Q4 2024
Sentinel Pension Advisors Inc

Wakefield, MA
BUY
 -
31.6K
+ 3.17%
$1.46M - $1.52M
1.03M $47.8M
Jan 17, 2025 Q4 2024
Cedar Point Capital Partners, LLC

Cedar Rapids, IA
BUY
 -
31.5K
+ 15.23%
$1.45M - $1.52M
238K $11.1M
Jan 29, 2025 Q4 2024
Retirement Guys Formula LLC

BUY
 -
31K
New
$1.43M - $1.5M
31K $1.44M
Jan 28, 2025 Q4 2024
Clarity Wealth Advisors, LLC

BUY
 -
24.9K
+ 20.22%
$1.15M - $1.2M
148K $6.87M
Jan 23, 2025 Q4 2024
Destiny Wealth Partners, LLC

BUY
 -
24.3K
+ 4.42%
$1.12M - $1.17M
573K $26.6M
Jan 13, 2025 Q4 2024
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
23.8K
+ 3.39%
$1.1M - $1.15M
727K $33.7M
Jan 27, 2025 Q4 2024
Elm3 Financial Group, LLC

Alpharetta, GA
BUY
 -
23.8K
New
$1.1M - $1.14M
23.8K $1.1M
Jan 23, 2025 Q4 2024
N.E.W. Advisory Services LLC

BUY
 -
19.3K
+ 14.25%
$889K - $930K
155K $7.18M
Jan 31, 2025 Q4 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
18.3K
+ 31.35%
$845K - $883K
76.8K $3.57M
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
17.5K
+ 6.4%
$805K - $842K
290K $13.5M
Jan 23, 2025 Q4 2024
Hartford Financial Management Inc.

BUY
 -
15.8K
+ 2.63%
$726K - $759K
614K $28.5M
Jan 21, 2025 Q4 2024
Lex Aurum Advisors, LLC

BUY
 -
14.1K
+ 38.99%
$651K - $681K
50.4K $2.34M
Jan 21, 2025 Q4 2024
Gsb Wealth Management, LLC

BUY
 -
13.8K
+ 21.89%
$637K - $666K
77K $3.57M
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
13.8K
+ 5.57%
$634K - $663K
261K $12.1M
Jan 31, 2025 Q4 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
12.7K
+ 11.13%
$583K - $610K
126K $5.87M
Jan 24, 2025 Q4 2024
James J. Burns & Company, LLC

Melville, NY
BUY
 -
11.7K
+ 28.67%
$538K - $562K
52.4K $2.43M
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
10.9K
+ 16.47%
$504K - $527K
77.4K $3.59M

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