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 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.57K- 16.39% |
$72.9K - $75.1K
|
8.02K
$380K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.3K+ 8.02% |
$60.3K - $62.1K
|
17.5K
$830K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.15% |
$278 - $287
|
527
$25K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4.86K+ 80933.33% |
$225K - $232K
|
4.86K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.63K- 37.2% |
$261K - $269K
|
9.51K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
36.9K+ 18.91% |
$1.71M - $1.76M
|
232K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.6K- 75.47% |
$816K - $841K
|
5.72K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189K+ 6.56% |
$8.75M - $9.01M
|
3.06M
$145M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-919- 1.45% |
$42.6K - $43.9K
|
62.4K
$2.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.7K- 0.54% |
$125K - $129K
|
495K
$23.5M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-396K- 49.21% |
$18.3M - $18.9M
|
408K
$19.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.62K- 21.07% |
$75.3K - $77.6K
|
6.09K
$288K
|
|
|
Nov 05, 2025
Q3 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
14.5K+ 2.43% |
$670K - $690K
|
610K
$28.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
89.6K+ 25.18% |
$4.15M - $4.28M
|
445K
$21.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
22.4KNew |
$1.04M - $1.07M
|
22.4K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
45.4K+ 12.61% |
$2.11M - $2.17M
|
405K
$19.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
BUY
|
- |
16.2K+ 2.86% |
$750K - $773K
|
582K
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
125K+ 9.87% |
$5.79M - $5.97M
|
1.39M
$65.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.31K+ 2.45% |
$60.6K - $62.4K
|
54.6K
$2.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.7K+ 15.32% |
$961K - $990K
|
156K
$7.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
51.1KNew |
$2.37M - $2.44M
|
51.1K
$2.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
26.8K+ 54.43% |
$1.24M - $1.28M
|
76K
$3.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
44.3K+ 14.76% |
$2.05M - $2.11M
|
344K
$16.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.16K+ 0.91% |
$147K - $151K
|
349K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.7KNew |
$218K - $225K
|
4.7K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
70.6KNew |
$3.27M - $3.37M
|
70.6K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5.83K+ 3333.71% |
$271K - $279K
|
6.01K
$285K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
127K+ 35.65% |
$5.89M - $6.07M
|
484K
$22.9M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
37.2KNew |
$1.72M - $1.78M
|
37.2K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-733- 13.73% |
$34K - $35K
|
4.61K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.4K+ 11.81% |
$343K - $353K
|
70.1K
$3.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.5K+ 0.83% |
$116K - $119K
|
304K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
228K+ 12.18% |
$10.6M - $10.9M
|
2.1M
$99.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
707+ 11.7% |
$32.8K - $33.8K
|
6.75K
$320K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
345K+ 22.93% |
$16M - $16.5M
|
1.85M
$87.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
20.5K+ 3.64% |
$952K - $980K
|
585K
$27.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
250K+ 11.14% |
$11.6M - $11.9M
|
2.49M
$118M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.58K+ 1615.68% |
$444K - $458K
|
10.2K
$482K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.63KNew |
$215K - $221K
|
4.63K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
6.45KNew |
$299K - $308K
|
6.45K
$306K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
10KNew |
$464K - $478K
|
10K
$474K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-34K- 59.78% |
$1.58M - $1.62M
|
22.9K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.95KNew |
$322K - $332K
|
6.95K
$329K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-341- 25.22% |
$15.8K - $16.3K
|
1.01K
$47.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.08KNew |
$96.5K - $99.5K
|
2.08K
$98.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
680K+ 75.36% |
$31.5M - $32.5M
|
1.58M
$75M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
273+ 0.71% |
$12.7K - $13K
|
38.9K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
41.4K+ 6.75% |
$1.92M - $1.98M
|
654K
$31M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
19.7K+ 7.39% |
$915K - $943K
|
287K
$13.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.34K+ 12.18% |
$62.1K - $64K
|
12.3K
$584K
|
|