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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 20.22% |
$1.15M - $1.2M
|
148K
$6.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
303KNew |
$14M - $14.6M
|
303K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.95K+ 4.28% |
$274K - $287K
|
145K
$6.73M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.91K+ 51.88% |
$134K - $140K
|
8.51K
$395K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.84K- 28.39% |
$407K - $426K
|
22.3K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
38.9K+ 115.41% |
$1.79M - $1.88M
|
72.7K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
164+ 3.04% |
$7.56K - $7.9K
|
5.55K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-209K- 18.89% |
$9.65M - $10.1M
|
899K
$41.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
37.8KNew |
$1.74M - $1.82M
|
37.8K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.71K+ 19.11% |
$447K - $468K
|
60.5K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.85K+ 13.79% |
$316K - $330K
|
56.5K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
92.2K+ 44.11% |
$4.25M - $4.44M
|
301K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 34.36% |
$69.2K - $72.3K
|
5.87K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
174K+ 163.38% |
$8.03M - $8.39M
|
281K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-823- 9.43% |
$37.9K - $39.6K
|
7.9K
$367K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.07K+ 28.19% |
$326K - $341K
|
32.1K
$1.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
23.8KNew |
$1.1M - $1.14M
|
23.8K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
221K+ 4960.04% |
$10.2M - $10.6M
|
225K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.9K+ 16.47% |
$504K - $527K
|
77.4K
$3.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
458+ 4.79% |
$21.1K - $22.1K
|
10K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
5.27K+ 36.77% |
$243K - $254K
|
19.6K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.59% |
$46.1 - $48.2
|
64
$2.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-15.2K- 32.63% |
$700K - $732K
|
31.4K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
182K+ 166.64% |
$8.37M - $8.75M
|
291K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-113- 2.38% |
$5.21K - $5.44K
|
4.63K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
748+ 0.57% |
$34.5K - $36K
|
133K
$6.18M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
11.7K+ 28.67% |
$538K - $562K
|
52.4K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
691+ 8.67% |
$31.8K - $33.3K
|
8.66K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 39.33% |
$81.1K - $84.8K
|
6.24K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
10.8K+ 49.25% |
$498K - $521K
|
32.8K
$1.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-271- 2.47% |
$12.5K - $13.1K
|
10.7K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
8.18KNew |
$377K - $394K
|
8.18K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
934+ 23350.0% |
$43K - $45K
|
938
$43.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
15.8K+ 2.63% |
$726K - $759K
|
614K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.08K- 40.02% |
$96K - $100K
|
3.12K
$145K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-491- 1.09% |
$22.6K - $23.7K
|
44.4K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
24.3K+ 4.42% |
$1.12M - $1.17M
|
573K
$26.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.35K- 16.45% |
$200K - $210K
|
22.1K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
19.3K+ 14.25% |
$889K - $930K
|
155K
$7.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
103KNew |
$4.74M - $4.95M
|
103K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
222KNew |
$10.2M - $10.7M
|
222K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.86K+ 4.28% |
$316K - $330K
|
167K
$7.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 47.44% |
$4M - $4.19M
|
270K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.27% |
$230 - $241
|
399
$18.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
14.1K+ 38.99% |
$651K - $681K
|
50.4K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
175KNew |
$8.07M - $8.43M
|
175K
$8.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 28.01% |
$72.2K - $75.5K
|
7.16K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
162K+ 5.38% |
$7.48M - $7.82M
|
3.18M
$148M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
442+ 4.96% |
$20.4K - $21.3K
|
9.35K
$434K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.8K+ 21.89% |
$637K - $666K
|
77K
$3.58M
|