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 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
7.05K+ 4.88% |
$321K - $333K
|
152K
$7.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
42.8KNew |
$1.95M - $2.02M
|
42.8K
$2.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10.7K+ 201.24% |
$487K - $505K
|
16K
$750K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.8K- 16.65% |
$1.04M - $1.08M
|
114K
$5.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
319K+ 16.55% |
$14.5M - $15.1M
|
2.25M
$105M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.9K+ 22.38% |
$86.7K - $89.9K
|
10.4K
$488K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.15MNew |
$98M - $102M
|
2.15M
$101M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-283- 31.0% |
$12.9K - $13.4K
|
630
$29.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
39.5K+ 8.2% |
$1.8M - $1.87M
|
522K
$24.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.24K+ 28.99% |
$102K - $106K
|
9.98K
$467K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.52K+ 1.44% |
$343K - $355K
|
531K
$24.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
63.7K+ 8.77% |
$2.9M - $3.01M
|
790K
$37M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.31KNew |
$105K - $109K
|
2.31K
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 15.62% |
$115K - $119K
|
13.6K
$638K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
396+ 0.79% |
$18K - $18.7K
|
50.8K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
16.2K+ 2.85% |
$736K - $763K
|
584K
$27.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
19.8K+ 34.16% |
$904K - $937K
|
77.9K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
57.7K+ 6.48% |
$2.63M - $2.73M
|
949K
$44.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-7.28K- 1.27% |
$332K - $344K
|
566K
$26.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
147K+ 7.85% |
$6.69M - $6.93M
|
2.02M
$94.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
156K+ 59.64% |
$7.09M - $7.35M
|
416K
$19.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-59Closed |
$2.69K - $2.79K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40.1K+ 13.86% |
$1.83M - $1.89M
|
329K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1K+ 0.93% |
$597K - $619K
|
1.43M
$66.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-46- 8.6% |
$2.1K - $2.17K
|
489
$22.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
6.36K+ 3.62% |
$290K - $300K
|
182K
$8.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 29.89% |
$65.4K - $67.8K
|
6.24K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.16K+ 10.62% |
$52.8K - $54.7K
|
12.1K
$565K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.08K- 7.87% |
$140K - $145K
|
36K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
511KNew |
$23.3M - $24.1M
|
511K
$23.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$693K - $719K
|
15.2K
$713K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.43K+ 12.27% |
$293K - $303K
|
58.8K
$2.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
355New |
$16.2K - $16.8K
|
355
$16.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-672K- 38.03% |
$30.9M - $32.4M
|
1.09M
$51.3M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.24KNew |
$57.2K - $59.8K
|
1.24K
$58.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.86K+ 26.75% |
$85.7K - $89.6K
|
8.81K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
5.14KNew |
$237K - $248K
|
5.14K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88KNew |
$225K - $235K
|
4.88K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$241K - $252K
|
5.24K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 55.76% |
$56K - $58.5K
|
964
$45.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
174K+ 10.44% |
$8M - $8.36M
|
1.84M
$86M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.56K+ 5.56% |
$164K - $172K
|
67.7K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
28.3KNew |
$1.3M - $1.36M
|
28.3K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7.18K- 9.52% |
$331K - $346K
|
68.2K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
219KNew |
$10.1M - $10.5M
|
219K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6KNew |
$1.36M - $1.42M
|
29.6K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.5K+ 6.37% |
$2.79M - $2.91M
|
1.01M
$47.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
16.4KNew |
$757K - $791K
|
16.4K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
879New |
$40.5K - $42.3K
|
879
$41.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
19.3KNew |
$890K - $931K
|
19.3K
$905K
|
|