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 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
964+ 20.92% |
$44.2K - $46.8K
|
5.57K
$262K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
822+ 9.41% |
$37.7K - $39.9K
|
9.56K
$450K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
640+ 11.04% |
$29.4K - $31.1K
|
6.44K
$303K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
630New |
$28.9K - $30.6K
|
630
$29.6K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
621New |
$28.5K - $30.1K
|
621
$29.2K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
605+ 4.94% |
$27.8K - $29.4K
|
12.9K
$604K
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
426+ 1.28% |
$19.5K - $20.7K
|
33.7K
$1.59M
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
375+ 0.35% |
$17.2K - $18.2K
|
107K
$5.02M
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
304+ 1.3% |
$13.9K - $14.8K
|
23.8K
$1.12M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
96+ 1.35% |
$4.4K - $4.66K
|
7.2K
$339K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
85+ 1.34% |
$3.9K - $4.13K
|
6.41K
$302K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
59+ 0.16% |
$2.71K - $2.86K
|
36.3K
$1.71M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.29% |
$229 - $243
|
394
$18.5K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
683K+ 419.67% |
$30.9M - $31.9M
|
846K
$39.8M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
464K+ 343.69% |
$21M - $21.6M
|
599K
$28.2M
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
396KNew |
$17.9M - $18.5M
|
396K
$18.7M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
371K+ 5.42% |
$16.8M - $17.3M
|
7.22M
$340M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
305K+ 28.98% |
$13.8M - $14.2M
|
1.36M
$63.8M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
297K+ 443.74% |
$13.5M - $13.9M
|
364K
$17.1M
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
292KNew |
$13.2M - $13.7M
|
292K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182K+ 21.52% |
$8.26M - $8.51M
|
1.03M
$48.5M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
172KNew |
$7.8M - $8.05M
|
172K
$8.11M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
172K+ 6.91% |
$7.79M - $8.04M
|
2.66M
$125M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
167K+ 3324.19% |
$7.58M - $7.81M
|
172K
$8.11M
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
163K+ 13.1% |
$7.37M - $7.59M
|
1.4M
$66.1M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
160K+ 303.19% |
$7.25M - $7.48M
|
213K
$10M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
155KNew |
$7.03M - $7.25M
|
155K
$7.31M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 174.82% |
$5.92M - $6.1M
|
206K
$9.67M
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
126K+ 14.57% |
$5.71M - $5.89M
|
992K
$46.7M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
124K+ 17.93% |
$5.62M - $5.79M
|
816K
$38.4M
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
121K+ 205.86% |
$5.5M - $5.67M
|
180K
$8.49M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
113KNew |
$5.13M - $5.29M
|
113K
$5.33M
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
106KNew |
$4.79M - $4.94M
|
106K
$4.98M
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
99.4K+ 35.67% |
$4.5M - $4.64M
|
378K
$17.8M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99.1KNew |
$4.49M - $4.63M
|
99.1K
$4.66M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98.4K+ 22.81% |
$4.45M - $4.59M
|
530K
$24.9M
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
91.4KNew |
$4.14M - $4.26M
|
91.4K
$4.3M
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
73K+ 7.48% |
$3.3M - $3.4M
|
1.05M
$49.3M
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
58.8K+ 23.85% |
$2.66M - $2.74M
|
305K
$14.4M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.4K+ 10.65% |
$2.64M - $2.72M
|
607K
$28.5M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.4K+ 54.15% |
$2.42M - $2.49M
|
152K
$7.15M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.1K+ 363.5% |
$2.4M - $2.48M
|
67.7K
$3.19M
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
52K+ 41.7% |
$2.35M - $2.43M
|
177K
$8.31M
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
50.2K+ 12.05% |
$2.27M - $2.34M
|
467K
$21.9M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47.3KNew |
$2.14M - $2.21M
|
47.3K
$2.23M
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
44.7K+ 7.13% |
$2.02M - $2.09M
|
672K
$31.6M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
42.5K+ 7.72% |
$1.92M - $1.98M
|
592K
$27.9M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.6K+ 88.39% |
$1.75M - $1.8M
|
82.3K
$3.87M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.6K+ 249.08% |
$1.75M - $1.8M
|
54.1K
$2.54M
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
36.8K+ 2.64% |
$1.67M - $1.72M
|
1.43M
$67.4M
|