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
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.8K+ 49.25% |
$498K - $521K
|
32.8K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.8K+ 22.87% |
$498K - $521K
|
58.1K
$2.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.71K+ 19.11% |
$447K - $468K
|
60.5K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.27K+ 2.05% |
$427K - $447K
|
462K
$21.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.26KNew |
$426K - $446K
|
9.26K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9.25KNew |
$426K - $446K
|
9.25K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.64KNew |
$398K - $416K
|
8.64K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.43K+ 14.23% |
$388K - $406K
|
67.7K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.18KNew |
$377K - $394K
|
8.18K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.91K+ 56.03% |
$365K - $381K
|
22K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.64K+ 4.43% |
$352K - $368K
|
180K
$8.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.37K+ 5.68% |
$340K - $355K
|
137K
$6.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.07K+ 28.19% |
$326K - $341K
|
32.1K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.86K+ 4.28% |
$316K - $330K
|
167K
$7.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.85K+ 13.79% |
$316K - $330K
|
56.5K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.04K+ 4.94% |
$278K - $291K
|
128K
$5.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.95K+ 4.28% |
$274K - $287K
|
145K
$6.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.65KNew |
$260K - $272K
|
5.65K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.53KNew |
$255K - $266K
|
5.53K
$257K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 36.77% |
$243K - $254K
|
19.6K
$909K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.12KNew |
$236K - $247K
|
5.12K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.03KNew |
$232K - $242K
|
5.03K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.92K+ 51.05% |
$227K - $237K
|
14.6K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.68K+ 193.07% |
$216K - $226K
|
7.11K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.19K+ 30.34% |
$193K - $202K
|
18K
$835K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.09KNew |
$189K - $197K
|
4.09K
$190K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.38% |
$186K - $194K
|
24.8K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.91K+ 51.88% |
$134K - $140K
|
8.51K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.04K+ 23.0% |
$93.9K - $98.2K
|
10.9K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 39.33% |
$81.1K - $84.8K
|
6.24K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 10.86% |
$72.8K - $76.2K
|
16.1K
$749K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 28.01% |
$72.2K - $75.5K
|
7.16K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 34.36% |
$69.2K - $72.3K
|
5.87K
$272K
|
|
|
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
$4.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
968+ 20.43% |
$44.6K - $46.6K
|
5.71K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946+ 0.79% |
$43.6K - $45.6K
|
120K
$5.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
934+ 23350.0% |
$43K - $45K
|
938
$43.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
880+ 2.14% |
$40.5K - $42.4K
|
42.1K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
748+ 0.57% |
$34.5K - $36K
|
133K
$6.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
691+ 8.67% |
$31.8K - $33.3K
|
8.66K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
535New |
$24.6K - $25.8K
|
535
$24.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458+ 4.79% |
$21.1K - $22.1K
|
10K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
442+ 4.96% |
$20.4K - $21.3K
|
9.35K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
356+ 0.56% |
$16.4K - $17.1K
|
63.7K
$2.96M
|
|
|
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
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
164+ 3.04% |
$7.56K - $7.9K
|
5.55K
$258K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
83+ 1.6% |
$3.82K - $4K
|
5.26K
$244K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.25% |
$921 - $963
|
7.97K
$370K
|