Latest Institutional Purchases of J P Morgan Exchange Traded Fd (JCPB)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JCPB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.99M+ 105.58% |
$183M - $188M
|
7.77M
$364M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.79M+ 121.3% |
$82.1M - $84.5M
|
3.26M
$153M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.13M+ 153.28% |
$52M - $53.5M
|
1.87M
$87.8M
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.07M+ 49.5% |
$48.9M - $50.3M
|
3.22M
$151M
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
854KNew |
$39.2M - $40.3M
|
854K
$40.1M
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
731KNew |
$33.6M - $34.5M
|
731K
$34.3M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
674K+ 170.16% |
$30.9M - $31.8M
|
1.07M
$50.2M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
619K+ 321.72% |
$28.4M - $29.2M
|
812K
$38.1M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
564K+ 22.1% |
$25.9M - $26.6M
|
3.12M
$146M
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
518KNew |
$23.8M - $24.5M
|
518K
$24.3M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
451KNew |
$20.7M - $21.3M
|
451K
$21.2M
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
368K+ 267.14% |
$16.9M - $17.3M
|
505K
$23.7M
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
354K+ 64.53% |
$16.2M - $16.7M
|
902K
$42.4M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
306K+ 600.5% |
$14.1M - $14.5M
|
357K
$16.8M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
283K+ 66.48% |
$13M - $13.4M
|
709K
$33.3M
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
223K+ 461.19% |
$10.2M - $10.5M
|
271K
$12.7M
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
222K+ 11.5% |
$10.2M - $10.5M
|
2.15M
$101M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
216K+ 8.91% |
$9.9M - $10.2M
|
2.63M
$124M
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
205K+ 10.09% |
$9.42M - $9.69M
|
2.24M
$105M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 15.43% |
$9.23M - $9.49M
|
1.5M
$70.6M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
185K+ 8.24% |
$8.5M - $8.74M
|
2.43M
$114M
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
184K+ 35.99% |
$8.44M - $8.67M
|
694K
$32.6M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
172KNew |
$7.9M - $8.12M
|
172K
$8.08M
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
169K+ 90.48% |
$7.76M - $7.98M
|
356K
$16.7M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161K+ 10.71% |
$7.37M - $7.58M
|
1.66M
$77.9M
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
149K+ 13.57% |
$6.86M - $7.05M
|
1.25M
$58.7M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
139K+ 64.11% |
$6.39M - $6.57M
|
357K
$16.7M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
124KNew |
$5.7M - $5.86M
|
124K
$5.83M
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116K+ 8.12% |
$5.32M - $5.47M
|
1.54M
$72.5M
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 83.26% |
$5.27M - $5.42M
|
253K
$11.9M
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
111K+ 31.78% |
$5.08M - $5.23M
|
459K
$21.5M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
111K+ 208.87% |
$5.08M - $5.22M
|
164K
$7.68M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.7K+ 73.0% |
$4.44M - $4.56M
|
229K
$10.7M
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
94.9K+ 151.02% |
$4.35M - $4.48M
|
158K
$7.4M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
93.5K+ 155.16% |
$4.29M - $4.41M
|
154K
$7.21M
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
91.7K+ 980.64% |
$4.21M - $4.33M
|
101K
$4.74M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
87.3KNew |
$4.01M - $4.12M
|
87.3K
$4.1M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
86.5K+ 24.59% |
$3.97M - $4.08M
|
438K
$20.6M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
81.2K+ 6.97% |
$3.73M - $3.83M
|
1.25M
$58.4M
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
81.1K+ 2.51% |
$3.72M - $3.83M
|
3.31M
$156M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
76.6K+ 590.05% |
$3.52M - $3.61M
|
89.6K
$4.2M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72.1K+ 2.57% |
$3.31M - $3.4M
|
2.88M
$135M
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
70.9K+ 20.07% |
$3.25M - $3.35M
|
424K
$19.9M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63.7K+ 12.92% |
$2.93M - $3.01M
|
557K
$26.1M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.7K+ 36.07% |
$2.92M - $3M
|
240K
$11.3M
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
63.5K+ 10.24% |
$2.92M - $3M
|
684K
$32.1M
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62.9K+ 5.62% |
$2.89M - $2.97M
|
1.18M
$55.5M
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
62K+ 13.06% |
$2.85M - $2.93M
|
537K
$25.2M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.5K+ 15.01% |
$2.82M - $2.9M
|
471K
$22.1M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.7K+ 22.15% |
$2.65M - $2.72M
|
318K
$14.9M
|