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
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.91K+ 13.32% |
$272K - $284K
|
50.2K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.65KNew |
$260K - $272K
|
5.65K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.53KNew |
$255K - $266K
|
5.53K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44K+ 47.67% |
$251K - $262K
|
16.9K
$790K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 36.77% |
$243K - $254K
|
19.6K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$241K - $252K
|
5.24K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
5.14KNew |
$237K - $248K
|
5.14K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.12KNew |
$236K - $247K
|
5.12K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.03KNew |
$232K - $242K
|
5.03K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.92K+ 51.05% |
$227K - $237K
|
14.6K
$682K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88KNew |
$225K - $235K
|
4.88K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.69K+ 2.49% |
$216K - $226K
|
193K
$9.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.68K+ 193.07% |
$216K - $226K
|
7.11K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4.19K+ 30.34% |
$193K - $202K
|
18K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.09KNew |
$189K - $197K
|
4.09K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.38% |
$186K - $194K
|
24.8K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.64K+ 42.31% |
$168K - $175K
|
12.2K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.56K+ 5.56% |
$164K - $172K
|
67.7K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.24K+ 72.27% |
$149K - $156K
|
7.73K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.16K+ 1.12% |
$145K - $152K
|
286K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 4.38% |
$136K - $142K
|
70.3K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.91K+ 51.88% |
$134K - $140K
|
8.51K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.89K+ 11.0% |
$133K - $139K
|
29.2K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.72K+ 8.57% |
$125K - $131K
|
34.4K
$1.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.47K+ 29.35% |
$114K - $119K
|
10.9K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.46K+ 9.77% |
$113K - $119K
|
27.7K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.42K+ 13.99% |
$111K - $117K
|
19.7K
$924K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.39K+ 3.22% |
$110K - $115K
|
76.6K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 17.35% |
$96.1K - $101K
|
14.1K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.04K+ 23.0% |
$93.9K - $98.2K
|
10.9K
$511K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.86K+ 26.75% |
$85.7K - $89.6K
|
8.81K
$413K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 39.33% |
$81.1K - $84.8K
|
6.24K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 10.86% |
$72.8K - $76.2K
|
16.1K
$756K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 28.01% |
$72.2K - $75.5K
|
7.16K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 34.36% |
$69.2K - $72.3K
|
5.87K
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.49K+ 0.81% |
$68.7K - $71.9K
|
185K
$8.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.32K+ 3.77% |
$60.7K - $63.4K
|
36.2K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 12.05% |
$57.1K - $59.7K
|
11.5K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.08KNew |
$49.8K - $52.1K
|
1.08K
$50.7K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.03K+ 4.35% |
$47.6K - $49.8K
|
24.8K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 14.08% |
$46.8K - $48.9K
|
8.23K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.01KNew |
$46.3K - $48.5K
|
1.01K
$47.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
996+ 1.14% |
$45.9K - $48K
|
88.7K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
968+ 20.43% |
$44.6K - $46.6K
|
5.71K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946+ 0.79% |
$43.6K - $45.6K
|
120K
$5.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
934+ 23350.0% |
$43K - $45K
|
938
$44K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
880+ 2.14% |
$40.5K - $42.4K
|
42.1K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
879New |
$40.5K - $42.3K
|
879
$41.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
825+ 2.5% |
$38K - $39.7K
|
33.8K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
807+ 0.1% |
$37.2K - $38.9K
|
818K
$38.3M
|