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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.4K+ 6.25% |
$1.72M - $1.82M
|
636K
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 58.92% |
$464K - $491K
|
7.06K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
258K+ 18.4% |
$11.9M - $12.5M
|
1.66M
$76.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20KNew |
$917K - $970K
|
20K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.3K+ 4.05% |
$702K - $743K
|
393K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$45.9 - $48.5
|
1
$46
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
907+ 0.51% |
$41.6K - $44K
|
180K
$8.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
463+ 43.56% |
$21.2K - $22.5K
|
1.53K
$70.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44.7KNew |
$2.05M - $2.17M
|
44.7K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
428+ 0.6% |
$19.6K - $20.8K
|
71.3K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
415K+ 316.62% |
$19M - $20.2M
|
546K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 10.12% |
$1.76M - $1.87M
|
419K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
457K+ 68.01% |
$21M - $22.2M
|
1.13M
$52M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
301KNew |
$13.8M - $14.6M
|
301K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311K+ 36.73% |
$14.3M - $15.1M
|
1.16M
$53.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.85K+ 2.64% |
$222K - $235K
|
188K
$8.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
361K+ 209.3% |
$16.6M - $17.5M
|
533K
$24.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$183 - $194
|
4
$184
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
164K+ 144.5% |
$7.51M - $7.95M
|
277K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.95KNew |
$319K - $337K
|
6.95K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 31.35% |
$737K - $780K
|
67.3K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.4K+ 4.89% |
$1.21M - $1.28M
|
565K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.9K+ 66.25% |
$2.06M - $2.18M
|
113K
$5.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$4.78M - $5.06M
|
104K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.5K+ 6.7% |
$1.63M - $1.72M
|
565K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.08K+ 0.75% |
$95.6K - $101K
|
279K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
46.6KNew |
$2.14M - $2.26M
|
46.6K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
127KNew |
$5.81M - $6.14M
|
127K
$5.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.3K+ 7.78% |
$1.67M - $1.76M
|
503K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-151K- 97.13% |
$6.92M - $7.32M
|
4.45K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
94.9K+ 45.96% |
$4.35M - $4.6M
|
301K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
11.2K+ 5.56% |
$513K - $543K
|
212K
$9.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.88K+ 3.16% |
$361K - $382K
|
257K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.62K- 1.53% |
$74.3K - $78.6K
|
104K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
89+ 0.81% |
$4.08K - $4.32K
|
11K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 8.57% |
$80.5K - $85.1K
|
22.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.89K+ 23.32% |
$270K - $286K
|
31.1K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
256K+ 25.78% |
$11.7M - $12.4M
|
1.25M
$57.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.5K+ 534.07% |
$4.15M - $4.39M
|
107K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
920+ 2.4% |
$42.2K - $44.6K
|
39.3K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
357K+ 34.67% |
$16.4M - $17.3M
|
1.39M
$63.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 25.45% |
$55.5K - $58.7K
|
3.54K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
164+ 0.67% |
$7.52K - $7.96K
|
24.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
27.6KNew |
$1.27M - $1.34M
|
27.6K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
27K+ 9.23% |
$1.24M - $1.31M
|
320K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.62K+ 1.76% |
$258K - $273K
|
325K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
396+ 0.6% |
$18.2K - $19.2K
|
66.6K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56.2K+ 68.31% |
$2.58M - $2.73M
|
139K
$6.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-995- 4.15% |
$45.6K - $48.3K
|
23K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 6.95% |
$98.3K - $104K
|
33K
$1.52M
|