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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.92K- 35.53% |
$361K - $374K
|
14.4K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.05K+ 40.02% |
$93.3K - $96.7K
|
7.17K
$336K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
523+ 3.59% |
$23.8K - $24.7K
|
15.1K
$706K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-421K- 46.87% |
$19.2M - $19.9M
|
478K
$22.4M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.98K+ 20.32% |
$364K - $377K
|
47.3K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
5KNew |
$228K - $236K
|
5K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
796+ 1.52% |
$36.3K - $37.6K
|
53.2K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
28.2K+ 5.23% |
$1.28M - $1.33M
|
567K
$26.6M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1KNew |
$688K - $713K
|
15.1K
$707K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.31K+ 11.15% |
$242K - $251K
|
53K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
84.1K+ 6.9% |
$3.83M - $3.97M
|
1.3M
$61M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.17K- 16.46% |
$236K - $244K
|
26.3K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
436K+ 46.06% |
$19.9M - $20.6M
|
1.38M
$64.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-60- 0.39% |
$2.73K - $2.83K
|
15.3K
$716K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.6KNew |
$1.35M - $1.4M
|
29.6K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 3.52% |
$104K - $108K
|
62.6K
$2.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.2K+ 406.87% |
$2.24M - $2.33M
|
61.3K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
113K+ 37.35% |
$5.13M - $5.31M
|
414K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
552K+ 37.21% |
$25.1M - $26.1M
|
2.03M
$95.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
308+ 5.25% |
$14K - $14.5K
|
6.18K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39K+ 10.08% |
$1.78M - $1.84M
|
426K
$20M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 5.42% |
$366K - $379K
|
156K
$7.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
13.1K+ 1.74% |
$596K - $618K
|
766K
$35.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97KNew |
$227K - $235K
|
4.97K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.6 - $47.2
|
8.64K
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.9K+ 24.08% |
$952K - $987K
|
108K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-982- 0.18% |
$44.7K - $46.4K
|
533K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.6KNew |
$1.44M - $1.49M
|
31.6K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-670- 7.74% |
$30.5K - $31.6K
|
7.99K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
32.3K+ 36.18% |
$1.47M - $1.52M
|
121K
$5.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16.6K+ 9.54% |
$757K - $785K
|
191K
$8.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
254K+ 24.19% |
$11.6M - $12M
|
1.3M
$61.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
15.3KNew |
$697K - $723K
|
15.3K
$717K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.65K+ 16.4% |
$257K - $267K
|
40.1K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.43K+ 32.61% |
$293K - $304K
|
26.1K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
68+ 0.48% |
$3.1K - $3.21K
|
14.2K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-23.3K- 3.71% |
$1.06M - $1.1M
|
604K
$28.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
139K+ 33.84% |
$6.32M - $6.55M
|
549K
$25.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
6.81K+ 3.69% |
$310K - $322K
|
192K
$8.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7K+ 3.69% |
$488K - $506K
|
301K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
71.4K+ 53.88% |
$3.25M - $3.37M
|
204K
$9.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.49KNew |
$296K - $307K
|
6.49K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 4.61% |
$466K - $483K
|
232K
$10.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-154- 0.79% |
$7.02K - $7.27K
|
19.4K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
162New |
$7.38K - $7.65K
|
162
$7.59K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
23.1KNew |
$1.05M - $1.09M
|
23.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.01K+ 8.54% |
$46K - $47.7K
|
12.8K
$601K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
188+ 3.88% |
$8.57K - $8.88K
|
5.04K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.59K+ 1.14% |
$118K - $122K
|
230K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
860+ 3.46% |
$39.2K - $40.6K
|
25.7K
$1.2M
|