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
$75M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
699KNew |
$32M - $33.9M
|
699K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
560K+ 7.76% |
$25.7M - $27.2M
|
7.78M
$361M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
491K+ 107.16% |
$22.5M - $23.8M
|
949K
$44.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
457K+ 68.01% |
$21M - $22.2M
|
1.13M
$52.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
415K+ 316.62% |
$19M - $20.2M
|
546K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
361K+ 209.3% |
$16.6M - $17.5M
|
533K
$24.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
359KNew |
$16.5M - $17.4M
|
359K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
357K+ 34.67% |
$16.4M - $17.3M
|
1.39M
$64.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
356K+ 13.35% |
$16.3M - $17.3M
|
3.02M
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311K+ 36.73% |
$14.3M - $15.1M
|
1.16M
$53.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
301KNew |
$13.8M - $14.6M
|
301K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
295K+ 21.76% |
$13.5M - $14.3M
|
1.65M
$76.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
280K+ 14.32% |
$12.8M - $13.6M
|
2.23M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
278K+ 94.91% |
$12.7M - $13.5M
|
571K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
258K+ 18.4% |
$11.9M - $12.5M
|
1.66M
$77.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
256K+ 25.78% |
$11.7M - $12.4M
|
1.25M
$57.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
229KNew |
$10.5M - $11.1M
|
229K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
226K+ 148.79% |
$10.4M - $11M
|
378K
$17.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 11.81% |
$10.1M - $10.7M
|
2.08M
$96.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 307.96% |
$8.45M - $8.94M
|
244K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183KNew |
$8.4M - $8.89M
|
183K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 22.23% |
$8.39M - $8.88M
|
1.01M
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
164K+ 144.5% |
$7.51M - $7.95M
|
277K
$12.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
155K+ 34.37% |
$7.1M - $7.51M
|
605K
$28.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149K+ 13.18% |
$6.86M - $7.25M
|
1.28M
$59.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
140K+ 105.1% |
$6.42M - $6.79M
|
273K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
136K+ 16.63% |
$6.23M - $6.59M
|
952K
$44.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
127KNew |
$5.81M - $6.14M
|
127K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
110K+ 59.9% |
$5.06M - $5.36M
|
295K
$13.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109KNew |
$5M - $5.29M
|
109K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$4.78M - $5.06M
|
104K
$4.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
104K+ 64.64% |
$4.78M - $5.05M
|
265K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
102K+ 49.71% |
$4.69M - $4.96M
|
308K
$14.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
99K+ 16.39% |
$4.54M - $4.8M
|
703K
$32.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95.6K+ 68.39% |
$4.38M - $4.64M
|
235K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
95.4K+ 6.66% |
$4.38M - $4.63M
|
1.53M
$70.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
94.9K+ 45.96% |
$4.35M - $4.6M
|
301K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
92.2K+ 9.07% |
$4.23M - $4.47M
|
1.11M
$51.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.5K+ 534.07% |
$4.15M - $4.39M
|
107K
$4.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
87.2K+ 28.57% |
$4M - $4.23M
|
392K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.5K+ 14.09% |
$3.92M - $4.15M
|
692K
$32.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.1K+ 149.97% |
$3.72M - $3.93M
|
135K
$6.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
78.1K+ 1223.09% |
$3.58M - $3.79M
|
84.5K
$3.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
75.4KNew |
$3.46M - $3.66M
|
75.4K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
75.4KNew |
$3.46M - $3.66M
|
75.4K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74K+ 35.38% |
$3.39M - $3.59M
|
283K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71.5K+ 1565.74% |
$3.28M - $3.47M
|
76.1K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
65.3K+ 6.23% |
$2.99M - $3.17M
|
1.11M
$51.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
64K+ 16.58% |
$2.94M - $3.11M
|
450K
$20.9M
|