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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.76K+ 12.05% |
$308K - $319K
|
62.8K
$2.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23K+ 10.33% |
$1.05M - $1.08M
|
245K
$11.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
576KNew |
$26.3M - $27.2M
|
576K
$27M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-91.2K- 75.89% |
$4.16M - $4.31M
|
29K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-212- 0.34% |
$9.66K - $10K
|
61.7K
$2.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.6K+ 49.78% |
$210K - $217K
|
13.9K
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
567+ 0.39% |
$25.8K - $26.8K
|
146K
$6.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.14K+ 3.86% |
$234K - $243K
|
138K
$6.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15.8K- 71.58% |
$720K - $747K
|
6.28K
$294K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.31KNew |
$196K - $204K
|
4.31K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
13.3K+ 41.36% |
$606K - $628K
|
45.4K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.45K- 2.4% |
$66.2K - $68.7K
|
59.1K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
17.5K+ 11.48% |
$796K - $825K
|
170K
$7.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20.4K+ 6.22% |
$930K - $964K
|
348K
$16.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
52.4K+ 1.65% |
$2.39M - $2.47M
|
3.23M
$152M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15.6K+ 43.5% |
$711K - $737K
|
51.5K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.07K- 3.44% |
$48.7K - $50.5K
|
30K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.72K+ 1.32% |
$170K - $176K
|
285K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
82.3KNew |
$3.75M - $3.89M
|
82.3K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.49K- 3.36% |
$67.8K - $70.3K
|
42.9K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.64MNew |
$74.7M - $77.4M
|
1.64M
$76.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
475K+ 742156.25% |
$21.6M - $22.4M
|
475K
$22.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
968+ 80.33% |
$44.1K - $45.7K
|
2.17K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89.9K- 33.31% |
$4.1M - $4.25M
|
180K
$8.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.34% |
$410 - $425
|
682
$32K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-55- 0.88% |
$2.51K - $2.6K
|
6.18K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.82K+ 0.63% |
$82.7K - $85.8K
|
288K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$703K - $729K
|
15.4K
$723K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 18.46% |
$185K - $192K
|
26.1K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 3.4% |
$627K - $650K
|
391K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.01K+ 35.53% |
$91.4K - $94.8K
|
7.66K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-116K- 43.19% |
$5.27M - $5.46M
|
152K
$7.13M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.13K+ 7.39% |
$279K - $289K
|
89.1K
$4.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
99.6K+ 34.27% |
$4.54M - $4.7M
|
390K
$18.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14K+ 12.16% |
$637K - $660K
|
129K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
18.6K+ 62.52% |
$847K - $878K
|
48.3K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 4.83% |
$211K - $218K
|
100K
$4.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.58KNew |
$254K - $264K
|
5.58K
$262K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28.5KNew |
$1.3M - $1.35M
|
28.5K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13.4KNew |
$611K - $633K
|
13.4K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.2K+ 7.22% |
$1.51M - $1.57M
|
493K
$23.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3K+ 94.55% |
$469K - $486K
|
21.2K
$993K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-5.16K- 1.78% |
$235K - $244K
|
285K
$13.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.69K+ 0.93% |
$259K - $269K
|
620K
$29M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.39K+ 10.91% |
$428K - $443K
|
95.5K
$4.47M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
29.7K+ 16.45% |
$1.35M - $1.4M
|
210K
$9.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-34- 0.35% |
$1.55K - $1.61K
|
9.76K
$457K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-438- 4.73% |
$20K - $20.7K
|
8.82K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.33KNew |
$288K - $299K
|
6.33K
$296K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.49K- 4.53% |
$159K - $165K
|
73.5K
$3.44M
|