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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-228K- 63.3% |
$10.4M - $10.8M
|
132K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.6K- 3.71% |
$3.03M - $3.15M
|
1.73M
$80.9M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
18.4K+ 9.45% |
$840K - $871K
|
214K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 0.59% |
$74.9K - $77.6K
|
275K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 14.08% |
$218K - $226K
|
29.2K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
245K+ 132.2% |
$11.2M - $11.6M
|
430K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27.5K+ 21.2% |
$1.25M - $1.3M
|
157K
$7.37M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
353K+ 31.49% |
$16.1M - $16.7M
|
1.48M
$69.1M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
25.9K+ 7.01% |
$1.18M - $1.22M
|
396K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.02K+ 399.11% |
$183K - $190K
|
5.02K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.57KNew |
$345K - $357K
|
7.57K
$354K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$387K - $401K
|
8.5K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56K+ 15.83% |
$2.55M - $2.65M
|
410K
$19.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-41- 18.72% |
$1.87K - $1.94K
|
178
$8.34K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.7K+ 4.83% |
$987K - $1.02M
|
470K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
740K+ 23.83% |
$33.7M - $34.9M
|
3.84M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 40.73% |
$2.52M - $2.61M
|
191K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.12K- 11.71% |
$142K - $148K
|
23.5K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32.4K+ 27.93% |
$1.48M - $1.53M
|
149K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29.6KNew |
$1.35M - $1.4M
|
29.6K
$1.39M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
82.5K+ 79.17% |
$3.76M - $3.9M
|
187K
$8.75M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
366+ 0.73% |
$16.7K - $17.3K
|
50.6K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
530K+ 189.89% |
$24.2M - $25M
|
810K
$37.9M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.41K+ 21.19% |
$429K - $445K
|
53.8K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17.2K+ 6.16% |
$783K - $812K
|
296K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
376K+ 12.11% |
$17.1M - $17.7M
|
3.48M
$163M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.82M+ 1774.66% |
$83.1M - $86.2M
|
1.93M
$90.3M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 46.69% |
$119K - $123K
|
8.18K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.63K+ 2.26% |
$74.3K - $77K
|
73.8K
$3.46M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
960KNew |
$43.7M - $45.4M
|
960K
$45M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.4KNew |
$657K - $681K
|
14.4K
$675K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.85K+ 4.04% |
$175K - $182K
|
99.2K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
25.2KNew |
$1.15M - $1.19M
|
25.2K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39M+ 97.65% |
$63.1M - $65.4M
|
2.8M
$131M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.5K- 19.0% |
$523K - $542K
|
48.9K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.1K- 14.02% |
$187K - $194K
|
25.2K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
466+ 3.48% |
$21.2K - $22K
|
13.9K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
40+ 0.02% |
$1.82K - $1.89K
|
255K
$11.9M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-466- 1.38% |
$21.2K - $22K
|
33.4K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 12.13% |
$698K - $724K
|
142K
$6.64M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 11.95% |
$113K - $117K
|
23.2K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
31.8K+ 8.25% |
$1.45M - $1.5M
|
417K
$19.5M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.2K+ 203.88% |
$874K - $906K
|
28.6K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
832K+ 113.14% |
$37.9M - $39.3M
|
1.57M
$73.4M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-232K- 50.13% |
$10.6M - $10.9M
|
230K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.52K+ 6.89% |
$69.2K - $71.7K
|
23.5K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.18K+ 4.15% |
$145K - $150K
|
79.7K
$3.74M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
127K+ 56.62% |
$5.79M - $6.01M
|
352K
$16.5M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.04K- 23.9% |
$275K - $285K
|
19.2K
$900K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
9.35KNew |
$426K - $442K
|
9.35K
$438K
|