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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-487- 1.61% |
$22.4K - $23K
|
29.8K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
658+ 5.13% |
$30.2K - $31.1K
|
13.5K
$632K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
29.7K+ 5.69% |
$1.36M - $1.4M
|
551K
$25.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.22K+ 26.04% |
$55.9K - $57.5K
|
5.9K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.8K+ 21.85% |
$590K - $606K
|
71.6K
$3.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
758+ 3.82% |
$34.8K - $35.8K
|
20.6K
$965K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.15K+ 8.24% |
$145K - $149K
|
41.4K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.02% |
$91.8 - $94.4
|
8.19K
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27K+ 2.92% |
$1.24M - $1.28M
|
953K
$44.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.67K+ 107.98% |
$352K - $362K
|
14.8K
$692K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62.9K+ 5.62% |
$2.89M - $2.97M
|
1.18M
$55.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.08% |
$70.3K - $72.3K
|
75K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116K+ 8.12% |
$5.32M - $5.47M
|
1.54M
$72.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
221+ 2.39% |
$10.1K - $10.4K
|
9.47K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 3.24% |
$47.4K - $48.8K
|
32.9K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21.3K+ 6.29% |
$978K - $1.01M
|
360K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.25K+ 2.84% |
$57.3K - $59K
|
45.2K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.39K+ 4.25% |
$156K - $160K
|
83.1K
$3.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.14KNew |
$236K - $243K
|
5.14K
$241K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
29.4KNew |
$1.35M - $1.39M
|
29.4K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-43K- 6.62% |
$1.97M - $2.03M
|
606K
$28.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 83.26% |
$5.27M - $5.42M
|
253K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 8.01% |
$870K - $895K
|
256K
$12M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.45K+ 11.5% |
$204K - $210K
|
43.2K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.4KNew |
$1.53M - $1.57M
|
33.4K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.53K- 27.94% |
$116K - $120K
|
6.54K
$306K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.17K+ 10.91% |
$421K - $433K
|
93.2K
$4.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51K+ 2.15% |
$69.2K - $71.2K
|
71.5K
$3.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
21.2KNew |
$975K - $1M
|
21.2K
$995K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-46K- 59.38% |
$2.11M - $2.17M
|
31.5K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
956+ 0.26% |
$43.9K - $45.1K
|
365K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 1.24% |
$54.4K - $56K
|
96.7K
$4.53M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
437+ 1.76% |
$20.1K - $20.6K
|
25.3K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.48K- 50.0% |
$67.9K - $69.8K
|
1.48K
$69.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.6KNew |
$440K - $453K
|
9.6K
$450K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.58% |
$275 - $283
|
1.04K
$48.8K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.21K+ 45.07% |
$102K - $104K
|
7.12K
$334K
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.84K+ 1.24% |
$314K - $323K
|
557K
$26.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.55K+ 25.91% |
$71.2K - $73.2K
|
7.54K
$353K
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
10.6KNew |
$481K - $499K
|
10.6K
$495K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
27.7K+ 7.26% |
$1.26M - $1.31M
|
409K
$19.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
174K+ 401.5% |
$7.93M - $8.22M
|
217K
$10.2M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
105K+ 36.21% |
$4.8M - $4.97M
|
396K
$18.5M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.97K- 23.3% |
$135K - $140K
|
9.77K
$457K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 5.17% |
$92.8K - $96.2K
|
37.4K
$1.75M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-65.5K- 95.98% |
$2.98M - $3.09M
|
2.75K
$129K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
48.9KNew |
$2.23M - $2.31M
|
48.9K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.23K- 12.44% |
$284K - $294K
|
43.8K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-550- 7.14% |
$25.1K - $26K
|
7.15K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-73.9K- 54.42% |
$3.37M - $3.49M
|
61.9K
$2.9M
|
|