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 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-237- 3.6% |
$11K - $11.3K
|
6.34K
$301K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.77K+ 3.43% |
$221K - $228K
|
144K
$6.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.54K+ 3176.25% |
$118K - $121K
|
2.62K
$124K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-903- 2.64% |
$41.9K - $43.1K
|
33.3K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.02% |
$92.7 - $95.5
|
8.19K
$388K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
175KNew |
$8.13M - $8.38M
|
175K
$8.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
212K+ 996.17% |
$9.81M - $10.1M
|
233K
$11M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 9.4% |
$780K - $803K
|
196K
$9.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.14K+ 177.95% |
$424K - $437K
|
14.3K
$677K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.03K+ 2.02% |
$47.8K - $49.3K
|
52K
$2.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
170New |
$7.88K - $8.12K
|
170
$8.05K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.7K+ 180.63% |
$494K - $509K
|
16.5K
$784K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
30.8K+ 19.55% |
$1.43M - $1.47M
|
189K
$8.93M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
33.5K+ 26.82% |
$1.55M - $1.6M
|
158K
$7.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
110New |
$5.1K - $5.25K
|
110
$5.21K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-755- 2.4% |
$35K - $36.1K
|
30.7K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-794- 1.05% |
$36.8K - $37.9K
|
75K
$3.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.62K+ 7.86% |
$75.1K - $77.4K
|
22.2K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
14.7K+ 72.31% |
$680K - $700K
|
34.9K
$1.66M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.7K+ 203.4% |
$4.62M - $4.76M
|
149K
$7.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.53K- 26.85% |
$256K - $264K
|
15.1K
$713K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
109K+ 36.76% |
$5.03M - $5.19M
|
404K
$19.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.9K+ 172.28% |
$2.55M - $2.62M
|
86.8K
$4.11M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
318+ 1.07% |
$14.7K - $15.2K
|
30.1K
$1.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.13K+ 26.84% |
$192K - $197K
|
19.5K
$925K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
138K+ 84.35% |
$6.4M - $6.59M
|
302K
$14.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-743- 1.44% |
$34.5K - $35.5K
|
50.7K
$2.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 4.1% |
$86K - $88.6K
|
43.4K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
36.2K+ 3.8% |
$1.68M - $1.73M
|
989K
$46.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
23.6K+ 3.88% |
$1.09M - $1.13M
|
632K
$29.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22.6K+ 8.96% |
$1.05M - $1.08M
|
275K
$13M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.83K+ 0.69% |
$270K - $279K
|
845K
$40.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 4.0% |
$61K - $62.8K
|
31.6K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.6K+ 2.09% |
$586K - $604K
|
619K
$29.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 1.16% |
$325 - $334
|
612
$29K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.13K+ 1.31% |
$423K - $436K
|
704K
$33.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.87K+ 2.84% |
$319K - $328K
|
249K
$11.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
232K+ 7.0% |
$10.8M - $11.1M
|
3.55M
$168M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.77K+ 8.13% |
$268K - $276K
|
76.7K
$3.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
55.5K+ 156.56% |
$2.57M - $2.65M
|
91K
$4.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 6.66% |
$1.13M - $1.16M
|
390K
$18.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.18K+ 18.09% |
$54.8K - $56.5K
|
7.72K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
122New |
$5.66K - $5.83K
|
122
$5.78K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
19.4K+ 23.28% |
$897K - $924K
|
102K
$4.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
729+ 4.93% |
$33.8K - $34.8K
|
15.5K
$735K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.62K+ 2.81% |
$122K - $125K
|
95.8K
$4.54M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
16.8K+ 166.47% |
$779K - $802K
|
26.9K
$1.27M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
323+ 4.0% |
$15K - $15.4K
|
8.41K
$398K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.46K+ 7.36% |
$114K - $117K
|
35.8K
$1.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5.89K- 3.55% |
$273K - $281K
|
160K
$7.59M
|
|