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 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
241+ 9.22% |
$11.2K - $11.5K
|
2.85K
$135K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23K+ 2.65% |
$56.8K - $58.5K
|
47.5K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.71K+ 4.78% |
$358K - $368K
|
169K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
24.7K+ 3.17% |
$1.15M - $1.18M
|
806K
$38.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 17.02% |
$1.29M - $1.33M
|
191K
$9.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
173K+ 42.21% |
$8.01M - $8.25M
|
582K
$27.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85.9KNew |
$3.99M - $4.11M
|
85.9K
$4.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
105+ 0.19% |
$4.87K - $5.02K
|
54.3K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.7K+ 5.98% |
$912K - $940K
|
349K
$16.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-12.1K- 1.99% |
$563K - $580K
|
597K
$28.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.77K+ 62.21% |
$407K - $419K
|
22.9K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 45.17% |
$4.82M - $4.97M
|
334K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131K+ 6.09% |
$6.07M - $6.25M
|
2.28M
$108M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696New |
$32.3K - $33.2K
|
696
$33K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
41.7K+ 436.6% |
$1.93M - $1.99M
|
51.3K
$2.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-452- 6.32% |
$21K - $21.6K
|
6.7K
$317K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 29.67% |
$145K - $149K
|
13.6K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
4.97K+ 5.69% |
$230K - $237K
|
92.3K
$4.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.1% |
$46.4 - $47.8
|
962
$45.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 0.12% |
$3.85K - $3.96K
|
71.4K
$3.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.1K+ 5.79% |
$1.9M - $1.96M
|
750K
$35.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
55.9K+ 10.14% |
$2.59M - $2.67M
|
607K
$28.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.9K+ 1.49% |
$134K - $139K
|
197K
$9.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
49.6K+ 13.56% |
$2.3M - $2.37M
|
415K
$19.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
226+ 4.0% |
$10.5K - $10.8K
|
5.88K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 11.09% |
$5.25M - $5.41M
|
1.13M
$53.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 4.65% |
$166K - $171K
|
80.6K
$3.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
159+ 0.38% |
$7.37K - $7.6K
|
42K
$1.99M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
61.9K+ 3.68% |
$2.87M - $2.96M
|
1.75M
$82.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 3.6% |
$525K - $541K
|
326K
$15.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.69K+ 5.61% |
$78.3K - $80.7K
|
31.8K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
244+ 2.58% |
$11.3K - $11.7K
|
9.72K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
83.4K+ 7.05% |
$3.87M - $3.98M
|
1.27M
$59.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
18.9K+ 11.62% |
$878K - $905K
|
182K
$8.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.91K+ 3.88% |
$135K - $139K
|
78K
$3.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
37.7KNew |
$1.75M - $1.8M
|
37.7K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
721K+ 84.35% |
$33.4M - $34.4M
|
1.57M
$74.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-690- 8.24% |
$32K - $33K
|
7.68K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
365K+ 17.93% |
$16.9M - $17.4M
|
2.4M
$114M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.52K- 4.12% |
$70.3K - $72.4K
|
35.3K
$1.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.79K- 4.75% |
$82.8K - $85.3K
|
35.8K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.78K+ 8.63% |
$175K - $181K
|
47.6K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 2.26% |
$106K - $109K
|
103K
$4.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.76KNew |
$128K - $132K
|
2.76K
$131K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-47.4K- 38.23% |
$2.2M - $2.27M
|
76.7K
$3.63M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.3K+ 12.98% |
$431K - $444K
|
80.9K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46.7K+ 8.38% |
$2.16M - $2.23M
|
604K
$28.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.79KNew |
$315K - $324K
|
6.79K
$322K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
42.6K+ 320.21% |
$1.97M - $2.03M
|
55.8K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
3.71K+ 5.62% |
$172K - $177K
|
69.7K
$3.3M
|
|