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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-202- 2.75% |
$9.2K - $9.54K
|
7.15K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-21.1K- 5.08% |
$961K - $997K
|
394K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.7K+ 4.83% |
$987K - $1.02M
|
470K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-440- 2.61% |
$20K - $20.8K
|
16.4K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-17.9K- 61.55% |
$817K - $847K
|
11.2K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.5K+ 16.3% |
$1.43M - $1.49M
|
224K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.5K+ 1.72% |
$250K - $260K
|
324K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 11.23% |
$363K - $376K
|
78.9K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.01K+ 9.7% |
$46.1K - $47.7K
|
11.4K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7K+ 15.32% |
$319K - $330K
|
52.6K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.9K+ 616.46% |
$2M - $2.07M
|
51K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$25.1K - $26K
|
550
$25.8K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
146+ 1.62% |
$6.65K - $6.9K
|
9.16K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
32.2K+ 110.35% |
$1.47M - $1.52M
|
61.4K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.61KNew |
$210K - $218K
|
4.61K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
209+ 3.14% |
$9.52K - $9.87K
|
6.86K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-709- 4.32% |
$32.3K - $33.5K
|
15.7K
$735K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
29.4K+ 18.04% |
$1.34M - $1.39M
|
192K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 41.74% |
$5.83M - $6.05M
|
435K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
770K+ 46.67% |
$35.1M - $36.4M
|
2.42M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80.3K+ 29.42% |
$3.66M - $3.79M
|
353K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12KNew |
$548K - $568K
|
12K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
45K+ 16.79% |
$2.05M - $2.12M
|
313K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.76K+ 12.36% |
$217K - $225K
|
43.3K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
92.9K+ 55.5% |
$4.23M - $4.39M
|
260K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
349KNew |
$15.9M - $16.5M
|
349K
$16.4M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
51.5K+ 4.37% |
$2.35M - $2.43M
|
1.23M
$57.7M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
107+ 0.89% |
$4.87K - $5.05K
|
12.1K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-14.8K- 10.98% |
$674K - $698K
|
120K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.2KNew |
$2.74M - $2.84M
|
60.2K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-354- 0.06% |
$16.1K - $16.7K
|
575K
$26.9M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48.2K- 88.47% |
$2.2M - $2.28M
|
6.28K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
481K+ 77.76% |
$21.9M - $22.7M
|
1.1M
$51.6M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50.5K+ 6.44% |
$2.3M - $2.38M
|
834K
$39.1M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14KNew |
$637K - $660K
|
14K
$655K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
641K+ 74.66% |
$29.2M - $30.3M
|
1.5M
$70.3M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
12+ 0.07% |
$547 - $567
|
17.8K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
65.4K+ 23.95% |
$2.98M - $3.09M
|
338K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$2.55K - $2.64K
|
56
$2.62K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88.4K+ 8.22% |
$4.03M - $4.18M
|
1.16M
$54.5M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 7.48% |
$240K - $248K
|
75.6K
$3.54M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-644Closed |
$29.3K - $30.4K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
66.5K+ 16.27% |
$3.03M - $3.14M
|
475K
$22.3M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.6K+ 1.09% |
$118K - $123K
|
241K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.81K- 1.89% |
$128K - $133K
|
146K
$6.83M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.9K- 10.95% |
$770K - $799K
|
138K
$6.45M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
412+ 9.41% |
$18.8K - $19.5K
|
4.79K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22.2K- 33.06% |
$1.01M - $1.05M
|
45K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-91.7K- 32.19% |
$4.18M - $4.33M
|
193K
$9.05M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33K+ 2.0% |
$60.7K - $63K
|
68K
$3.19M
|