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
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.3K+ 14.25% |
$889K - $930K
|
155K
$7.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.3K+ 31.35% |
$845K - $883K
|
76.8K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.5K+ 6.4% |
$805K - $842K
|
290K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
16.7K+ 60.51% |
$771K - $807K
|
44.4K
$2.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
16.5K+ 3.19% |
$760K - $795K
|
533K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$757K - $791K
|
16.4K
$771K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
16.3K+ 29.21% |
$751K - $786K
|
72.2K
$3.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16K+ 22.65% |
$739K - $772K
|
86.8K
$4.08M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 22.63% |
$732K - $765K
|
86.1K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
15.8K+ 2.63% |
$726K - $759K
|
614K
$28.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
14.5K+ 28.67% |
$670K - $700K
|
65.3K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.1K+ 38.99% |
$651K - $681K
|
50.4K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 21.89% |
$637K - $666K
|
77K
$3.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 5.57% |
$634K - $663K
|
261K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.4KNew |
$618K - $646K
|
13.4K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.3K+ 24.9% |
$612K - $640K
|
66.7K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 11.13% |
$583K - $610K
|
126K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
11.8KNew |
$545K - $570K
|
11.8K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.7K+ 28.67% |
$538K - $562K
|
52.4K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.9K+ 16.47% |
$504K - $527K
|
77.4K
$3.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.8K+ 49.25% |
$498K - $521K
|
32.8K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.8K+ 22.87% |
$498K - $521K
|
58.1K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.84K+ 9.36% |
$453K - $474K
|
115K
$5.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.71K+ 19.11% |
$447K - $468K
|
60.5K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.41KNew |
$433K - $453K
|
9.41K
$442K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
9.28K+ 46.43% |
$428K - $447K
|
29.3K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.27K+ 2.05% |
$427K - $447K
|
462K
$21.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.26KNew |
$426K - $446K
|
9.26K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9.25KNew |
$426K - $446K
|
9.25K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.76K+ 2.75% |
$404K - $422K
|
328K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.64KNew |
$398K - $416K
|
8.64K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.63K+ 37.84% |
$398K - $416K
|
31.4K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
8.6K+ 68.08% |
$396K - $414K
|
21.2K
$997K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.43K+ 14.23% |
$388K - $406K
|
67.7K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.29K+ 32.25% |
$382K - $399K
|
34K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.18KNew |
$377K - $394K
|
8.18K
$384K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.98K+ 26.11% |
$368K - $384K
|
38.5K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.93K+ 37.38% |
$365K - $382K
|
29.1K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.91K+ 56.03% |
$365K - $381K
|
22K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.83K+ 6.42% |
$361K - $377K
|
130K
$6.1M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.64K+ 4.43% |
$352K - $368K
|
180K
$8.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.37K+ 5.68% |
$340K - $355K
|
137K
$6.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
7.35KNew |
$339K - $354K
|
7.35K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.33K+ 25.69% |
$338K - $353K
|
35.8K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.07K+ 28.19% |
$326K - $341K
|
32.1K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.86K+ 4.28% |
$316K - $330K
|
167K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.85K+ 13.79% |
$316K - $330K
|
56.5K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.5K+ 8.55% |
$300K - $313K
|
82.6K
$3.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.04K+ 4.94% |
$278K - $291K
|
128K
$6.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.95K+ 4.28% |
$274K - $287K
|
145K
$6.81M
|