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
$363M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
854KNew |
$39.2M - $40.3M
|
854K
$39.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
674K+ 170.16% |
$30.9M - $31.8M
|
1.07M
$49.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
451KNew |
$20.7M - $21.3M
|
451K
$21M
|
|
|
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
$100M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
205K+ 10.09% |
$9.42M - $9.69M
|
2.24M
$105M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
185K+ 8.24% |
$8.5M - $8.74M
|
2.43M
$114M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116K+ 8.12% |
$5.32M - $5.47M
|
1.54M
$72.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 83.26% |
$5.27M - $5.42M
|
253K
$11.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
111K+ 31.78% |
$5.08M - $5.23M
|
459K
$21.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
81.1K+ 2.51% |
$3.72M - $3.83M
|
3.31M
$155M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62.9K+ 5.62% |
$2.89M - $2.97M
|
1.18M
$55.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
62K+ 13.06% |
$2.85M - $2.93M
|
537K
$25.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
55.8K+ 369.83% |
$2.56M - $2.64M
|
70.9K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
54.2KNew |
$2.49M - $2.56M
|
54.2K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
52.6K+ 12.86% |
$2.41M - $2.48M
|
461K
$21.5M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
45.3K+ 2.76% |
$2.08M - $2.14M
|
1.68M
$78.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
35.9K+ 3.78% |
$1.65M - $1.69M
|
985K
$46M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
34.5K+ 2.8% |
$1.58M - $1.63M
|
1.27M
$59.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
33.7K+ 8.08% |
$1.55M - $1.59M
|
451K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.4KNew |
$1.53M - $1.57M
|
33.4K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
31.7K+ 5.96% |
$1.46M - $1.5M
|
564K
$26.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.6KNew |
$1.4M - $1.44M
|
30.6K
$1.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29.9K+ 3.7% |
$1.37M - $1.41M
|
840K
$39.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
29.7K+ 5.69% |
$1.36M - $1.4M
|
551K
$25.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
29.4KNew |
$1.35M - $1.39M
|
29.4K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27K+ 2.92% |
$1.24M - $1.28M
|
953K
$44.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
24.4K+ 4.18% |
$1.12M - $1.15M
|
608K
$28.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
24.1K+ 4.54% |
$1.11M - $1.14M
|
555K
$25.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
21.6K+ 8.83% |
$993K - $1.02M
|
267K
$12.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21.3K+ 6.29% |
$978K - $1.01M
|
360K
$16.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
21.2KNew |
$975K - $1M
|
21.2K
$991K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.9K+ 6.34% |
$958K - $985K
|
350K
$16.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 8.01% |
$870K - $895K
|
256K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.1K+ 0.8% |
$738K - $759K
|
2.03M
$94.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.3KNew |
$655K - $673K
|
14.3K
$666K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13K+ 8.49% |
$596K - $613K
|
166K
$7.75M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.8K+ 21.85% |
$590K - $606K
|
71.6K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.5K+ 2.21% |
$574K - $590K
|
578K
$27M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
11.4K+ 7.51% |
$522K - $537K
|
163K
$7.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
11.2K+ 3.9% |
$516K - $531K
|
299K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.6KNew |
$440K - $453K
|
9.6K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.17K+ 10.91% |
$421K - $433K
|
93.2K
$4.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.41KNew |
$386K - $397K
|
8.41K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.41KNew |
$386K - $397K
|
8.41K
$393K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.67K+ 107.98% |
$352K - $362K
|
14.8K
$690K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.53K+ 2.23% |
$346K - $356K
|
346K
$16.1M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.44KNew |
$342K - $351K
|
7.44K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.95K+ 24.38% |
$319K - $328K
|
35.5K
$1.66M
|