Latest Institutional Transactions on J P Morgan Exchange Traded Fd (JCPB)
This table provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JCPB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
223+ 0.12% |
$10.2K - $10.8K
|
187K
$8.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$45.9 - $48.5
|
6.16K
$287K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.39KNew |
$247K - $261K
|
5.39K
$251K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.5KNew |
$2.68M - $2.84M
|
58.5K
$2.73M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15.3K+ 43.17% |
$701K - $742K
|
50.7K
$2.36M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.7KNew |
$491K - $519K
|
10.7K
$499K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
75.4KNew |
$3.46M - $3.66M
|
75.4K
$3.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
226K+ 148.79% |
$10.4M - $11M
|
378K
$17.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59K+ 14.49% |
$2.71M - $2.86M
|
467K
$21.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.5KNew |
$1.31M - $1.38M
|
28.5K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$546K - $578K
|
11.9K
$555K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
21.2KNew |
$972K - $1.03M
|
21.2K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 102.09% |
$645K - $683K
|
27.9K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.41K+ 10.08% |
$111K - $117K
|
26.3K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83- 0.5% |
$3.81K - $4.03K
|
16.6K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
278K+ 94.91% |
$12.7M - $13.5M
|
571K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.59K+ 3.26% |
$302K - $320K
|
209K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
560K+ 7.76% |
$25.7M - $27.2M
|
7.78M
$363M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 22.23% |
$8.39M - $8.88M
|
1.01M
$46.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 1.85% |
$1.11M - $1.17M
|
1.33M
$61.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.37K- 4.07% |
$384K - $406K
|
198K
$9.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.4KNew |
$478K - $506K
|
10.4K
$486K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 77.18% |
$88.1K - $93.2K
|
568
$26.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 0.73% |
$1.88K - $1.99K
|
5.6K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-3.25K- 15.48% |
$149K - $158K
|
17.8K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
32.1K+ 15.8% |
$1.47M - $1.56M
|
235K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.7K+ 4.45% |
$675K - $714K
|
346K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.3K+ 4.24% |
$655K - $693K
|
351K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.24K+ 30.22% |
$195K - $206K
|
18.3K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
913New |
$41.9K - $44.3K
|
913
$42.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.5K+ 36.26% |
$1.49M - $1.58M
|
122K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.29% |
$1.15K - $1.21K
|
8.58K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.1K+ 1.75% |
$50.5K - $53.5K
|
64.1K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 21.11% |
$388K - $410K
|
48.5K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.7K- 66.25% |
$3.01M - $3.19M
|
33.5K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-743- 2.22% |
$34.1K - $36.1K
|
32.7K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.3K+ 2.29% |
$1.11M - $1.18M
|
1.08M
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.1K- 69.54% |
$96.3K - $102K
|
920
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
75.4KNew |
$3.46M - $3.66M
|
75.4K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
136K+ 16.63% |
$6.23M - $6.59M
|
952K
$44.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.4K+ 157.48% |
$2.22M - $2.35M
|
79.1K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 82.72% |
$534K - $565K
|
25.7K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.4K+ 6.25% |
$1.72M - $1.82M
|
636K
$29.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 307.96% |
$8.45M - $8.94M
|
244K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.09% |
$642 - $679
|
15K
$698K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.3KNew |
$2.03M - $2.15M
|
44.3K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.09K+ 12.27% |
$50K - $52.9K
|
9.98K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5K+ 4.91% |
$114K - $121K
|
53.4K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.6K- 61.2% |
$988K - $1.05M
|
13.7K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.3K+ 4.05% |
$702K - $743K
|
393K
$18.3M
|