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 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-165K- 41.94% |
$7.58M - $7.93M
|
228K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-188K- 95.33% |
$8.68M - $9.07M
|
9.22K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-209K- 18.89% |
$9.65M - $10.1M
|
899K
$41.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-217K- 37.98% |
$9.98M - $10.4M
|
354K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 97.85% |
$10.2M - $10.6M
|
4.85K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-391K- 93.94% |
$18M - $18.9M
|
25.3K
$1.18M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-672K- 38.03% |
$30.9M - $32.4M
|
1.09M
$50.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.22M- 87.93% |
$56.2M - $58.8M
|
167K
$7.8M
|