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 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109KNew |
$5M - $5.29M
|
109K
$5.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
41.1K+ 660.43% |
$1.88M - $1.99M
|
47.3K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29.9K+ 3.47% |
$1.37M - $1.45M
|
890K
$40.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
96+ 1.35% |
$4.4K - $4.66K
|
7.2K
$331K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
104K+ 64.64% |
$4.78M - $5.05M
|
265K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.61K+ 1.36% |
$211K - $224K
|
342K
$15.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.8K+ 86.34% |
$1.41M - $1.49M
|
66.4K
$3.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
20K+ 5.05% |
$919K - $972K
|
417K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
822+ 9.41% |
$37.7K - $39.9K
|
9.56K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
375+ 0.35% |
$17.2K - $18.2K
|
107K
$4.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 18.02% |
$6.97M - $7.38M
|
691K
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 14.5% |
$1.78M - $1.88M
|
306K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 11.81% |
$10.1M - $10.7M
|
2.08M
$95.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
59.9K+ 15.25% |
$2.75M - $2.91M
|
453K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18.2K+ 263.59% |
$834K - $882K
|
25.1K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
35.7K+ 40.88% |
$1.64M - $1.73M
|
123K
$5.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149K+ 13.18% |
$6.86M - $7.25M
|
1.28M
$59.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.98K+ 1.29% |
$137K - $145K
|
234K
$10.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.2KNew |
$1.16M - $1.22M
|
25.2K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.29% |
$229 - $243
|
394
$18.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62MNew |
$74.1M - $78.4M
|
1.62M
$74.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
964+ 20.92% |
$44.2K - $46.8K
|
5.57K
$256K
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-877- 3.84% |
$40.2K - $42.6K
|
22K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
5.96K+ 5.59% |
$273K - $289K
|
113K
$5.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-12.3K- 2.33% |
$566K - $599K
|
516K
$23.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 3.48% |
$135K - $143K
|
87.7K
$4.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.06K+ 14.02% |
$232K - $246K
|
41.2K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 85.05% |
$1.25M - $1.32M
|
59.2K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183KNew |
$8.4M - $8.89M
|
183K
$8.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
59+ 0.16% |
$2.71K - $2.86K
|
36.3K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
229KNew |
$10.5M - $11.1M
|
229K
$10.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.74KNew |
$217K - $230K
|
4.74K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 28.7% |
$121K - $128K
|
11.9K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$91.7 - $97.1
|
63
$2.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
605+ 4.94% |
$27.8K - $29.4K
|
12.9K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.64KNew |
$442K - $468K
|
9.64K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-32K- 5.51% |
$1.47M - $1.55M
|
549K
$25.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.5K- 3.35% |
$206K - $218K
|
130K
$5.97M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.97K+ 2.96% |
$228K - $241K
|
173K
$7.94M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.96KNew |
$319K - $338K
|
6.96K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52.5K+ 5.55% |
$2.41M - $2.55M
|
997K
$45.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74K+ 35.38% |
$3.39M - $3.59M
|
283K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$321K - $340K
|
7K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95.6K+ 68.39% |
$4.38M - $4.64M
|
235K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.97K+ 8.29% |
$136K - $144K
|
38.8K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.2K- 25.88% |
$973K - $1.03M
|
60.7K
$2.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
359KNew |
$16.5M - $17.4M
|
359K
$16.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.37KNew |
$200K - $212K
|
4.37K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
621New |
$28.5K - $30.1K
|
621
$28.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 1.43% |
$9.17K - $9.71K
|
13.8K
$635K
|