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, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-315K- 58.69% |
$14.6M - $15.1M
|
222K
$10.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
134+ 0.57% |
$6.21K - $6.4K
|
23.5K
$1.11M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
93+ 1.25% |
$4.31K - $4.44K
|
7.54K
$357K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
39.2K+ 31.57% |
$1.82M - $1.87M
|
163K
$7.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.43K+ 2.63% |
$66.1K - $68.1K
|
55.6K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
215KNew |
$9.95M - $10.2M
|
215K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17.2K+ 5.99% |
$798K - $822K
|
304K
$14.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
14+ 0.65% |
$649 - $669
|
2.18K
$103K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.86K+ 6.71% |
$271K - $280K
|
93.1K
$4.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.9K+ 16.39% |
$1.94M - $2M
|
297K
$14.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124New |
$5.75K - $5.92K
|
124
$5.88K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
86.6K+ 8.09% |
$4.01M - $4.13M
|
1.16M
$54.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
23.2K+ 12.34% |
$1.08M - $1.11M
|
211K
$10M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
746+ 13.08% |
$34.6K - $35.6K
|
6.45K
$306K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-41.8K- 52.87% |
$1.94M - $1.99M
|
37.2K
$1.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.56K+ 8.78% |
$72.3K - $74.5K
|
19.3K
$916K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.42K+ 0.74% |
$158K - $163K
|
462K
$21.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.3K+ 8.46% |
$662K - $682K
|
183K
$8.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
900+ 3.73% |
$41.7K - $43K
|
25K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.46K+ 1.01% |
$67.5K - $69.6K
|
145K
$6.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-100- 1.57% |
$4.64K - $4.78K
|
6.26K
$297K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
41.8K+ 10.52% |
$1.94M - $1.99M
|
439K
$20.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.9K+ 8.99% |
$413K - $425K
|
108K
$5.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41.3K+ 2.92% |
$1.92M - $1.97M
|
1.46M
$69.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.49K- 37.0% |
$162K - $167K
|
5.94K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
136K+ 13.34% |
$6.31M - $6.5M
|
1.16M
$54.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
224K+ 9.21% |
$10.4M - $10.7M
|
2.66M
$126M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-532- 0.19% |
$24.7K - $25.4K
|
280K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.5K+ 31.13% |
$487K - $502K
|
44.2K
$2.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-392- 1.16% |
$18.2K - $18.7K
|
33.4K
$1.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$220K - $226K
|
4.74K
$225K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
112K+ 239.22% |
$5.2M - $5.35M
|
159K
$7.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.08% |
$232 - $239
|
6.18K
$293K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.04K+ 13.99% |
$48.4K - $49.9K
|
8.5K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29.4K+ 8.41% |
$1.37M - $1.41M
|
380K
$18M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
16.4K+ 2.41% |
$762K - $785K
|
700K
$33.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.4K+ 2.74% |
$574K - $591K
|
464K
$22M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.6K+ 6.32% |
$74.2K - $76.4K
|
26.9K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 41.5% |
$156K - $160K
|
4.73K
$224K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
26.2K+ 15.1% |
$1.21M - $1.25M
|
199K
$9.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
74+ 0.98% |
$3.43K - $3.53K
|
7.61K
$361K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.3K+ 72.49% |
$480K - $494K
|
24.6K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-35.5K- 6.4% |
$1.65M - $1.7M
|
519K
$24.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
601+ 4.45% |
$27.9K - $28.7K
|
14.1K
$668K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2.9K- 37.62% |
$134K - $139K
|
4.81K
$228K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.38KNew |
$296K - $305K
|
6.38K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11.1K+ 37.84% |
$516K - $532K
|
40.6K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.13K- 2.48% |
$52.3K - $53.8K
|
44.4K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66M+ 34.24% |
$123M - $127M
|
10.4M
$494M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.32K- 1.03% |
$200K - $206K
|
415K
$19.7M
|
|