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 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
18KNew |
$820K - $850K
|
18K
$844K
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-52.1K- 18.5% |
$2.38M - $2.46M
|
230K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
436K+ 143.74% |
$19.9M - $20.6M
|
739K
$34.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
391New |
$17.8K - $18.5K
|
391
$18.3K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
203+ 3.66% |
$9.25K - $9.59K
|
5.75K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-237- 11.57% |
$10.8K - $11.2K
|
1.81K
$84.8K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-20.5K- 8.79% |
$932K - $966K
|
212K
$9.95M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.71K+ 2.93% |
$215K - $223K
|
165K
$7.75M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
48+ 0.15% |
$2.19K - $2.27K
|
32.7K
$1.53M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
200K+ 95.3% |
$9.1M - $9.43M
|
409K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23.2K- 28.04% |
$1.06M - $1.09M
|
59.4K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.64K- 92.76% |
$348K - $361K
|
596
$27.9K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
27.6K+ 5.19% |
$1.26M - $1.31M
|
561K
$26.3M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.78MNew |
$172M - $178M
|
3.78M
$177M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.89K- 7.3% |
$451K - $467K
|
126K
$5.88M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
553+ 10.8% |
$25.2K - $26.1K
|
5.67K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.9K+ 13.67% |
$132K - $137K
|
24.1K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.6K+ 9.4% |
$118K - $123K
|
30.3K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 1.19% |
$319 - $331
|
597
$28K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
188K+ 121.62% |
$8.57M - $8.89M
|
343K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.96KNew |
$363K - $376K
|
7.96K
$373K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
14.8K+ 1.81% |
$676K - $701K
|
833K
$39M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 1.1% |
$2.32K - $2.41K
|
4.68K
$219K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.5KNew |
$205K - $213K
|
4.5K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6+ 1.18% |
$273 - $283
|
514
$24.1K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-11.1K- 46.54% |
$504K - $522K
|
12.7K
$595K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
17.2KNew |
$781K - $810K
|
17.2K
$803K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.49K+ 7.95% |
$205K - $212K
|
61K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 16.09% |
$1.11M - $1.16M
|
176K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
418K+ 65.74% |
$19.1M - $19.8M
|
1.05M
$49.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.7K- 37.29% |
$533K - $553K
|
19.7K
$922K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.68K+ 15.65% |
$76.3K - $79.1K
|
12.4K
$580K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
215K+ 82.39% |
$9.81M - $10.2M
|
476K
$22.3M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.5K+ 4.33% |
$522K - $541K
|
276K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-679- 1.88% |
$30.9K - $32.1K
|
35.5K
$1.66M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-350- 3.44% |
$15.9K - $16.5K
|
9.84K
$461K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
989+ 2.78% |
$45.1K - $46.7K
|
36.5K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.14K+ 1.95% |
$280K - $290K
|
322K
$15.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103K+ 272.25% |
$4.69M - $4.86M
|
141K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
516New |
$23.5K - $24.4K
|
516
$24.2K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.35KNew |
$244K - $253K
|
5.35K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.52K+ 89.51% |
$434K - $450K
|
20.2K
$944K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
24.6K+ 19.16% |
$1.12M - $1.16M
|
153K
$7.17M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
49.2K+ 44.71% |
$2.24M - $2.33M
|
159K
$7.47M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
58+ 6.02% |
$2.64K - $2.74K
|
1.02K
$47.8K
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.12K- 1.87% |
$142K - $147K
|
164K
$7.68M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 2.02% |
$2.23K - $2.31K
|
2.38K
$111K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-436K- 21.45% |
$19.9M - $20.6M
|
1.6M
$74.8M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02MNew |
$46.4M - $48.1M
|
1.02M
$47.7M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
677+ 2.97% |
$30.8K - $32K
|
23.5K
$1.1M
|