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, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.31K+ 8.86% |
$293K - $302K
|
77.6K
$3.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313K+ 28.18% |
$14.5M - $14.9M
|
1.42M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109K+ 36.76% |
$5.04M - $5.2M
|
405K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
304K+ 11.53% |
$14.1M - $14.5M
|
2.94M
$139M
|
|
|
Nov 14, 2025
Q3 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.09K+ 4.36% |
$143K - $147K
|
73.9K
$3.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40K+ 37.53% |
$1.85M - $1.91M
|
147K
$6.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.19K+ 10.1% |
$148K - $152K
|
34.8K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-20.9K- 77.99% |
$969K - $998K
|
5.9K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.9K- 2.96% |
$2.31M - $2.38M
|
1.63M
$77.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.08KNew |
$328K - $338K
|
7.08K
$336K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.86K- 0.85% |
$86.4K - $89K
|
218K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
819KNew |
$38M - $39.1M
|
819K
$38.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.96KNew |
$276K - $285K
|
5.96K
$282K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-23.1K- 28.95% |
$1.07M - $1.1M
|
56.8K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-117K- 13.53% |
$5.4M - $5.57M
|
745K
$35.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
46.6KNew |
$2.16M - $2.23M
|
46.6K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
53.9K+ 12.7% |
$2.5M - $2.57M
|
478K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.84KNew |
$364K - $375K
|
7.84K
$372K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
12.9K+ 15.28% |
$599K - $617K
|
97.4K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
29.8KNew |
$1.38M - $1.42M
|
29.8K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.12K+ 24.83% |
$330K - $340K
|
35.8K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 8.98% |
$83.6K - $86.1K
|
18.3K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.76K+ 6.29% |
$81.6K - $84.1K
|
29.7K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
3.7K+ 77.75% |
$171K - $177K
|
8.45K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 21.57% |
$5.5M - $5.67M
|
669K
$31.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
SELL
|
- |
-162K- 84.63% |
$7.52M - $7.74M
|
29.4K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 13.39% |
$147K - $151K
|
20.5K
$971K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11K+ 75.85% |
$512K - $527K
|
25.6K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97.1K+ 656.06% |
$4.5M - $4.64M
|
112K
$5.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4.06K- 8.64% |
$188K - $194K
|
42.9K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
24.6KNew |
$1.14M - $1.17M
|
24.6K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.7K+ 43.99% |
$3.47M - $3.57M
|
245K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.73K+ 17.48% |
$127K - $130K
|
18.3K
$869K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.07K+ 156.05% |
$374K - $386K
|
13.2K
$628K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4+ 0.08% |
$185 - $191
|
4.87K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.1K- 27.85% |
$1.02M - $1.05M
|
57.1K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
781+ 1.34% |
$36.2K - $37.3K
|
59.2K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.44K+ 3.81% |
$345K - $355K
|
203K
$9.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-6.13K- 31.66% |
$284K - $293K
|
13.2K
$627K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.3% |
$417 - $430
|
699
$33.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.1K+ 6.26% |
$467K - $481K
|
171K
$8.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.4K+ 4.83% |
$761K - $783K
|
356K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
544K+ 66.99% |
$25.2M - $26M
|
1.36M
$64.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
9.23KNew |
$428K - $441K
|
9.23K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31- 0.01% |
$1.44K - $1.48K
|
254K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-51.4K- 45.77% |
$2.38M - $2.46M
|
60.9K
$2.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
177K+ 37.56% |
$8.21M - $8.46M
|
648K
$30.7M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 1.79% |
$74.9K - $77.2K
|
88.9K
$4.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5.39K+ 29.56% |
$250K - $257K
|
23.6K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1.26K+ 1.25% |
$58.6K - $60.3K
|
102K
$4.85M
|
|