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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.8K+ 31.45% |
$4.46M - $4.66M
|
404K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95.7KNew |
$4.41M - $4.61M
|
95.7K
$4.45M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
92.2K+ 44.11% |
$4.25M - $4.44M
|
301K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90.8K+ 6.84% |
$4.18M - $4.37M
|
1.42M
$66.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 47.44% |
$4M - $4.19M
|
270K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
82.9KNew |
$3.82M - $4M
|
82.9K
$3.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76.6KNew |
$3.53M - $3.69M
|
76.6K
$3.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
73.1K+ 16.25% |
$3.37M - $3.52M
|
523K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.9K+ 12.54% |
$3.27M - $3.41M
|
636K
$29.6M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
66.4K+ 5.97% |
$3.06M - $3.2M
|
1.18M
$54.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.8K+ 25.72% |
$2.89M - $3.02M
|
307K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
61.1K+ 85.76% |
$2.82M - $2.95M
|
132K
$6.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.5K+ 6.37% |
$2.79M - $2.91M
|
1.01M
$47M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
59.2K+ 103.91% |
$2.73M - $2.85M
|
116K
$5.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
58.2K+ 61.85% |
$2.68M - $2.8M
|
152K
$7.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56.3K+ 6.33% |
$2.59M - $2.71M
|
946K
$44M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
54.8K+ 7.84% |
$2.52M - $2.64M
|
753K
$35.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54.1K+ 9.58% |
$2.49M - $2.61M
|
619K
$28.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53.9K+ 22.91% |
$2.48M - $2.6M
|
289K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
52.4KNew |
$2.41M - $2.52M
|
52.4K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
50.3K+ 15.74% |
$2.32M - $2.42M
|
370K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
46.4K+ 20.96% |
$2.14M - $2.24M
|
268K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
45.3K+ 32.72% |
$2.09M - $2.18M
|
184K
$8.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.9K+ 6.35% |
$2.02M - $2.12M
|
735K
$34.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
43K+ 12.56% |
$1.98M - $2.07M
|
385K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
42.1K+ 19.83% |
$1.94M - $2.03M
|
255K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.8K+ 298.73% |
$1.88M - $1.97M
|
54.5K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.4K+ 35.01% |
$1.82M - $1.9M
|
152K
$7.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
39.3KNew |
$1.81M - $1.89M
|
39.3K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
38.9K+ 115.41% |
$1.79M - $1.88M
|
72.7K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.8KNew |
$1.74M - $1.82M
|
37.8K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
37.3K+ 4.34% |
$1.72M - $1.79M
|
895K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.4K+ 7.23% |
$1.68M - $1.75M
|
539K
$25.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
34.1K+ 26.93% |
$1.57M - $1.64M
|
161K
$7.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31.6K+ 3.17% |
$1.46M - $1.52M
|
1.03M
$47.9M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31.1K+ 13.3% |
$1.43M - $1.5M
|
265K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
31KNew |
$1.43M - $1.5M
|
31K
$1.45M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
29.7KNew |
$1.37M - $1.43M
|
29.7K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6KNew |
$1.36M - $1.42M
|
29.6K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29K+ 5.31% |
$1.34M - $1.4M
|
575K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
28.3KNew |
$1.3M - $1.36M
|
28.3K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
26.1K+ 11.11% |
$1.2M - $1.26M
|
261K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
24.9K+ 9.71% |
$1.15M - $1.2M
|
282K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 20.22% |
$1.15M - $1.2M
|
148K
$6.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
24.3K+ 4.42% |
$1.12M - $1.17M
|
573K
$26.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
24.2K+ 103.44% |
$1.12M - $1.17M
|
47.7K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
23.8K+ 3.39% |
$1.1M - $1.15M
|
727K
$33.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
23.8KNew |
$1.1M - $1.14M
|
23.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 46.25% |
$1.03M - $1.08M
|
70.9K
$3.3M
|