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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
29.7KNew |
$1.37M - $1.43M
|
29.7K
$1.39M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-118- 0.36% |
$5.44K - $5.68K
|
32.6K
$1.53M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 22.63% |
$732K - $765K
|
86.1K
$4.03M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
438+ 4.39% |
$20.2K - $21.1K
|
10.4K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.86K+ 26.75% |
$85.7K - $89.6K
|
8.81K
$413K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.31K- 5.57% |
$106K - $111K
|
39.1K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.89K+ 11.0% |
$133K - $139K
|
29.2K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.8K+ 298.73% |
$1.88M - $1.97M
|
54.5K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.3K+ 24.9% |
$612K - $640K
|
66.7K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.29K+ 32.25% |
$382K - $399K
|
34K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.91K+ 13.32% |
$272K - $284K
|
50.2K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.8K+ 31.45% |
$4.46M - $4.66M
|
404K
$19M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-167- 1.01% |
$7.69K - $8.04K
|
16.4K
$769K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 55.76% |
$56K - $58.5K
|
964
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
156+ 0.06% |
$7.19K - $7.51K
|
279K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.69K+ 2.49% |
$216K - $226K
|
193K
$9.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
219New |
$10.1K - $10.5K
|
219
$10.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-188K- 95.33% |
$8.68M - $9.07M
|
9.22K
$432K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
174K+ 10.44% |
$8M - $8.36M
|
1.84M
$86.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
568K+ 7.31% |
$26.2M - $27.4M
|
8.35M
$391M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.44K+ 47.67% |
$251K - $262K
|
16.9K
$790K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
415KNew |
$19.1M - $20M
|
415K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
97.5K+ 27.79% |
$4.49M - $4.7M
|
449K
$21M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.8K+ 25.72% |
$2.89M - $3.02M
|
307K
$14.4M
|
|
|
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 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-26.3K- 78.74% |
$1.21M - $1.27M
|
7.12K
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
154KNew |
$7.12M - $7.44M
|
154K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
471+ 29.87% |
$21.7K - $22.7K
|
2.05K
$96K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.95K- 39.77% |
$274K - $287K
|
9.01K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.59K- 1.41% |
$304K - $317K
|
460K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
5.14KNew |
$237K - $248K
|
5.14K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
54.1K+ 9.58% |
$2.49M - $2.61M
|
619K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
31.1K+ 13.3% |
$1.43M - $1.5M
|
265K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.21K- 48.99% |
$194K - $203K
|
4.38K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88KNew |
$225K - $235K
|
4.88K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.4KNew |
$618K - $646K
|
13.4K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.1K- 24.84% |
$695K - $727K
|
45.6K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-121K- 30.63% |
$5.55M - $5.8M
|
273K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.15K- 0.75% |
$375K - $392K
|
1.08M
$50.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
26.1K+ 11.11% |
$1.2M - $1.26M
|
261K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
403K+ 40.03% |
$18.5M - $19.4M
|
1.41M
$66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
97.5K+ 27.79% |
$4.49M - $4.7M
|
449K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
7.83K+ 6.42% |
$361K - $377K
|
130K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-7.18K- 9.52% |
$331K - $346K
|
68.2K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
117+ 0.3% |
$5.39K - $5.64K
|
39.4K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-391K- 93.94% |
$18M - $18.9M
|
25.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.8K- 8.45% |
$405K - $424K
|
95.4K
$4.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
147K+ 23.15% |
$6.78M - $7.09M
|
783K
$36.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.93K+ 37.38% |
$365K - $382K
|
29.1K
$1.36M
|