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 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.95KNew |
$276K - $284K
|
5.95K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 3.02% |
$136K - $140K
|
99.6K
$4.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 3.82% |
$48.6K - $50.1K
|
28.5K
$1.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 2.31% |
$618K - $637K
|
592K
$28M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
135K+ 13.74% |
$6.28M - $6.47M
|
1.12M
$53.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
676+ 1.57% |
$31.3K - $32.3K
|
43.9K
$2.08M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 16.58% |
$3.31M - $3.4M
|
363K
$17.2M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-59.2K- 33.12% |
$2.72M - $2.79M
|
119K
$5.66M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
305KNew |
$14M - $14.4M
|
305K
$14.4M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
781New |
$35.8K - $36.9K
|
781
$37K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$9.18K - $9.44K
|
200
$9.48K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
860+ 156.36% |
$39.5K - $40.6K
|
1.41K
$66.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
368K+ 267.14% |
$16.9M - $17.3M
|
505K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$253K - $260K
|
5.51K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.5K+ 836.14% |
$1.77M - $1.82M
|
43.2K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3KNew |
$1.62M - $1.67M
|
35.3K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.36KNew |
$200K - $206K
|
4.36K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-93.6K- 94.31% |
$4.3M - $4.42M
|
5.65K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
615New |
$28.2K - $29K
|
615
$29.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
93.5K+ 155.16% |
$4.29M - $4.41M
|
154K
$7.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.09KNew |
$371K - $382K
|
8.09K
$383K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1New |
$45.9 - $47.2
|
1
$47.4
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.34K- 6.8% |
$61.4K - $63.2K
|
18.3K
$869K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.22KNew |
$56K - $57.6K
|
1.22K
$57.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.9K+ 7.42% |
$1.19M - $1.22M
|
375K
$17.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
172KNew |
$7.9M - $8.12M
|
172K
$8.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.7K+ 36.07% |
$2.92M - $3M
|
240K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-608K- 72.98% |
$27.9M - $28.7M
|
225K
$10.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-21.2K- 31.12% |
$974K - $1M
|
47K
$2.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.1K- 18.75% |
$96.4K - $99.1K
|
9.1K
$431K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.07K+ 2.38% |
$49.3K - $50.7K
|
46.1K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 18.78% |
$131K - $135K
|
18.1K
$856K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 53.56% |
$521K - $536K
|
9.84K
$466K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.8K- 42.87% |
$2.79M - $2.87M
|
81K
$3.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
87.3KNew |
$4.01M - $4.12M
|
87.3K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
451KNew |
$20.7M - $21.3M
|
451K
$21.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
52.6K+ 12.86% |
$2.41M - $2.48M
|
461K
$21.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.41KNew |
$386K - $397K
|
8.41K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
BUY
|
- |
720+ 3.47% |
$33K - $34K
|
21.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.15K+ 8.24% |
$145K - $149K
|
41.4K
$1.96M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
29.4KNew |
$1.35M - $1.39M
|
29.4K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.48K- 50.0% |
$67.9K - $69.8K
|
1.48K
$70.1K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
48.9KNew |
$2.23M - $2.31M
|
48.9K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.74K- 16.01% |
$262K - $271K
|
30.1K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$2.55K - $2.64K
|
56
$2.65K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-41- 18.72% |
$1.87K - $1.94K
|
178
$8.43K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$387K - $401K
|
8.5K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.5K- 19.0% |
$523K - $542K
|
48.9K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.2K+ 203.88% |
$874K - $906K
|
28.6K
$1.35M
|
|