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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.19K+ 21.47% |
$330K - $349K
|
40.7K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25+ 23.36% |
$1.15K - $1.21K
|
132
$6.07K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 28.57% |
$715K - $757K
|
70.2K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42K+ 146.2% |
$1.93M - $2.04M
|
70.8K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
87.2K+ 28.57% |
$4M - $4.23M
|
392K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-181- 3.68% |
$8.3K - $8.78K
|
4.74K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
47.4K+ 13.01% |
$2.17M - $2.3M
|
412K
$18.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
336+ 1.29% |
$15.4K - $16.3K
|
26.4K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
22.3K+ 5.61% |
$1.02M - $1.08M
|
419K
$19.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
24.5K+ 13.47% |
$1.13M - $1.19M
|
207K
$9.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
295K+ 21.76% |
$13.5M - $14.3M
|
1.65M
$76M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.53K- 1.81% |
$254K - $268K
|
299K
$13.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
102K+ 49.71% |
$4.69M - $4.96M
|
308K
$14.2M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
28.7K+ 15.88% |
$1.31M - $1.39M
|
209K
$9.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.08K+ 11.08% |
$95.2K - $101K
|
20.8K
$958K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-419- 5.49% |
$19.2K - $20.3K
|
7.22K
$332K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60+ 0.77% |
$2.75K - $2.91K
|
7.82K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
665New |
$30.5K - $32.3K
|
665
$30.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
92.2K+ 9.07% |
$4.23M - $4.47M
|
1.11M
$51M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.4K+ 5.06% |
$110K - $116K
|
49.7K
$2.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
6.35K+ 1.07% |
$291K - $308K
|
599K
$27.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 49.6% |
$481K - $509K
|
31.6K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
140K+ 105.1% |
$6.42M - $6.79M
|
273K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.7K+ 2.39% |
$902K - $954K
|
841K
$38.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.9K+ 12.95% |
$731K - $773K
|
139K
$6.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.49KNew |
$206K - $218K
|
4.49K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14.6K+ 29.97% |
$668K - $707K
|
63.2K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 55.71% |
$232K - $245K
|
14.1K
$650K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-207K- 20.19% |
$9.48M - $10M
|
817K
$37.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10.3K- 61.64% |
$472K - $500K
|
6.41K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-555- 5.36% |
$25.5K - $26.9K
|
9.79K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 5.68% |
$892K - $944K
|
362K
$16.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.53K+ 13.74% |
$70K - $74K
|
12.6K
$581K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
356K+ 13.35% |
$16.3M - $17.3M
|
3.02M
$139M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.28K+ 6.93% |
$150K - $159K
|
50.6K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.93K+ 31.89% |
$88.3K - $93.5K
|
7.97K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.3KNew |
$657K - $695K
|
14.3K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.95KNew |
$364K - $386K
|
7.95K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
587+ 4.2% |
$26.9K - $28.5K
|
14.6K
$670K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.78K+ 196.53% |
$265K - $281K
|
8.73K
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.07K+ 4.31% |
$141K - $149K
|
74.2K
$3.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.26K- 7.92% |
$287K - $304K
|
72.8K
$3.35M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.21KNew |
$239K - $253K
|
5.21K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
78.1K+ 1223.09% |
$3.58M - $3.79M
|
84.5K
$3.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.21KNew |
$239K - $253K
|
5.21K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 33.42% |
$114K - $121K
|
9.96K
$458K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
35K+ 356.8% |
$1.61M - $1.7M
|
44.9K
$2.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 17.08% |
$59.3K - $62.7K
|
8.87K
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.48KNew |
$205K - $217K
|
4.48K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
426+ 1.28% |
$19.5K - $20.7K
|
33.7K
$1.55M
|