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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62MNew |
$74.1M - $78.4M
|
1.62M
$76M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
359KNew |
$16.5M - $17.4M
|
359K
$16.9M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
229KNew |
$10.5M - $11.1M
|
229K
$10.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 11.81% |
$10.1M - $10.7M
|
2.08M
$98M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183KNew |
$8.4M - $8.89M
|
183K
$8.61M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
155K+ 34.37% |
$7.1M - $7.51M
|
605K
$28.5M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149K+ 13.18% |
$6.86M - $7.25M
|
1.28M
$60.4M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109KNew |
$5M - $5.29M
|
109K
$5.13M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
104K+ 64.64% |
$4.78M - $5.05M
|
265K
$12.5M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
99K+ 16.39% |
$4.54M - $4.8M
|
703K
$33.1M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95.6K+ 68.39% |
$4.38M - $4.64M
|
235K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74K+ 35.38% |
$3.39M - $3.59M
|
283K
$13.3M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
59.9K+ 15.25% |
$2.75M - $2.91M
|
453K
$21.3M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52.5K+ 5.55% |
$2.41M - $2.55M
|
997K
$46.9M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
50.3K+ 69.86% |
$2.31M - $2.44M
|
122K
$5.76M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
46.8K+ 5.77% |
$2.15M - $2.27M
|
858K
$40.3M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45.2K+ 22.4% |
$2.07M - $2.19M
|
247K
$11.6M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
41.1K+ 660.43% |
$1.88M - $1.99M
|
47.3K
$2.22M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 14.5% |
$1.78M - $1.88M
|
306K
$14.4M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
35.7K+ 40.88% |
$1.64M - $1.73M
|
123K
$5.79M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
35K+ 356.8% |
$1.61M - $1.7M
|
44.9K
$2.11M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.8K+ 86.34% |
$1.41M - $1.49M
|
66.4K
$3.12M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29.9K+ 3.47% |
$1.37M - $1.45M
|
890K
$41.9M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 85.05% |
$1.25M - $1.32M
|
59.2K
$2.79M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.2KNew |
$1.16M - $1.22M
|
25.2K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
24.3K+ 15.5% |
$1.11M - $1.18M
|
181K
$8.52M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
20K+ 5.05% |
$919K - $972K
|
417K
$19.6M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
19.5K+ 2.14% |
$896K - $948K
|
931K
$43.8M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18.2K+ 263.59% |
$834K - $882K
|
25.1K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.64KNew |
$442K - $468K
|
9.64K
$453K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.91KNew |
$409K - $432K
|
8.91K
$419K
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$321K - $340K
|
7K
$329K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.96KNew |
$319K - $338K
|
6.96K
$327K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
6.24K+ 25.66% |
$286K - $303K
|
30.6K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
5.96K+ 5.59% |
$273K - $289K
|
113K
$5.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.67K+ 31.95% |
$260K - $275K
|
23.4K
$1.1M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.06K+ 14.02% |
$232K - $246K
|
41.2K
$1.94M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.97K+ 2.96% |
$228K - $241K
|
173K
$8.12M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.92K+ 3.86% |
$226K - $239K
|
132K
$6.23M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.74KNew |
$217K - $230K
|
4.74K
$223K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.61K+ 1.36% |
$211K - $224K
|
342K
$16.1M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.48KNew |
$205K - $217K
|
4.48K
$211K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.37KNew |
$200K - $212K
|
4.37K
$206K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.98K+ 1.29% |
$137K - $145K
|
234K
$11M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.97K+ 8.29% |
$136K - $144K
|
38.8K
$1.82M
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.96KNew |
$136K - $144K
|
2.96K
$139K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 3.48% |
$135K - $143K
|
87.7K
$4.13M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 28.7% |
$121K - $128K
|
11.9K
$558K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 33.42% |
$114K - $121K
|
9.96K
$468K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 17.08% |
$59.3K - $62.7K
|
8.87K
$417K
|