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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 99.23% |
$29.7K - $30.4K
|
1.3K
$61.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-812- 5.88% |
$37.4K - $38.3K
|
13K
$616K
|
|
| Q4 2023 | |||||||
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 3.15% |
$1.09K - $1.19K
|
769
$36.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1New |
$43.5 - $47.5
|
1
$47.4
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-745- 14.24% |
$32.4K - $35.4K
|
4.49K
$213K
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
32.9KNew |
$1.43M - $1.56M
|
32.9K
$1.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17.7KNew |
$771K - $842K
|
17.7K
$840K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$223 - $234
|
5
$237
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.32K- 69.83% |
$103K - $108K
|
1K
$47.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
111K+ 188.8% |
$4.96M - $5.21M
|
170K
$8.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.7KNew |
$299K - $313K
|
6.7K
$317K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
65.4K+ 23.0% |
$2.92M - $3.06M
|
350K
$16.6M
|
|
| Q2 2023 | |||||||
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.81KClosed |
$84K - $86.5K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.64K - $4.78K
|
100
$4.74K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59.2K+ 51.99% |
$2.75M - $2.83M
|
173K
$8.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
21New |
$975 - $1K
|
21
$995
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-528- 1.76% |
$24.5K - $25.2K
|
29.5K
$1.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.22K+ 134.16% |
$335K - $345K
|
12.6K
$597K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.92% |
$16.2K - $16.7K
|
12.3K
$585K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-376- 7.72% |
$17.5K - $18K
|
4.49K
$213K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$46.4 - $47.8
|
13.4K
$634K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$28K - $29.2K
|
610
$28.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
29New |
$1.33K - $1.39K
|
29
$1.37K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
64.2KNew |
$2.87M - $3.04M
|
64.2K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-17.2K- 28.84% |
$769K - $814K
|
42.5K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
167New |
$7.46K - $7.9K
|
167
$7.91K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.44KNew |
$377K - $399K
|
8.44K
$400K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
19.8K+ 12.26% |
$886K - $938K
|
182K
$8.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.72KNew |
$255K - $270K
|
5.72K
$271K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
72New |
$3.22K - $3.4K
|
72
$3.41K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.09KNew |
$232K - $251K
|
5.09K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.02KNew |
$92.3K - $99.7K
|
2.02K
$95.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.05K- 6.82% |
$48K - $51.9K
|
14.4K
$682K
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-76.7K- 40.66% |
$3.5M - $3.78M
|
112K
$5.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
16+ 2.04% |
$729 - $788
|
800
$37.9K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85.5K+ 11128.78% |
$4.02M - $4.35M
|
86.2K
$4.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
544New |
$25.6K - $27.7K
|
544
$25.8K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-288KClosed |
$13.5M - $14.7M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
52+ 173.33% |
$2.45K - $2.65K
|
82
$3.89K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.9KClosed |
$324K - $351K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5.77KClosed |
$271K - $293K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
187New |
$8.8K - $9.52K
|
187
$8.86K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$11.8K - $12.7K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-166KClosed |
$7.8M - $8.43M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-305Closed |
$15.4K - $16.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.2KClosed |
$60.9K - $64.9K
|
0
$0
|
|