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 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
59.9K+ 15.25% |
$2.75M - $2.91M
|
453K
$21.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59K+ 14.49% |
$2.71M - $2.86M
|
467K
$21.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.5KNew |
$2.68M - $2.84M
|
58.5K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56.2K+ 68.31% |
$2.58M - $2.73M
|
139K
$6.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52.5K+ 5.55% |
$2.41M - $2.55M
|
997K
$46.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51.7K+ 96.66% |
$2.37M - $2.51M
|
105K
$4.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
50.3K+ 69.86% |
$2.31M - $2.44M
|
122K
$5.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48.5K+ 19.18% |
$2.22M - $2.35M
|
301K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.4K+ 157.48% |
$2.22M - $2.35M
|
79.1K
$3.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
47.4K+ 13.01% |
$2.17M - $2.3M
|
412K
$19.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
46.8K+ 5.77% |
$2.15M - $2.27M
|
858K
$40M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
46.6KNew |
$2.14M - $2.26M
|
46.6K
$2.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45.2K+ 22.4% |
$2.07M - $2.19M
|
247K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.9K+ 66.25% |
$2.06M - $2.18M
|
113K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44.7KNew |
$2.05M - $2.17M
|
44.7K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.6K+ 25.26% |
$2.05M - $2.17M
|
221K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.3KNew |
$2.03M - $2.15M
|
44.3K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42K+ 146.2% |
$1.93M - $2.04M
|
70.8K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
41.1K+ 660.43% |
$1.88M - $1.99M
|
47.3K
$2.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 14.5% |
$1.78M - $1.88M
|
306K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 10.12% |
$1.76M - $1.87M
|
419K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.4K+ 6.25% |
$1.72M - $1.82M
|
636K
$29.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.3K+ 7.78% |
$1.67M - $1.76M
|
503K
$23.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
35.7K+ 40.88% |
$1.64M - $1.73M
|
123K
$5.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.5K+ 6.7% |
$1.63M - $1.72M
|
565K
$26.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.2K+ 44.73% |
$1.61M - $1.71M
|
114K
$5.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
35K+ 356.8% |
$1.61M - $1.7M
|
44.9K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
33.6K+ 150.48% |
$1.54M - $1.63M
|
55.8K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.5K+ 36.26% |
$1.49M - $1.58M
|
122K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
32.1K+ 15.8% |
$1.47M - $1.56M
|
235K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.8K+ 86.34% |
$1.41M - $1.49M
|
66.4K
$3.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29.9K+ 3.47% |
$1.37M - $1.45M
|
890K
$41.5M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
28.7K+ 15.88% |
$1.31M - $1.39M
|
209K
$9.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.5KNew |
$1.31M - $1.38M
|
28.5K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
27.6KNew |
$1.27M - $1.34M
|
27.6K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 85.05% |
$1.25M - $1.32M
|
59.2K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
27K+ 9.23% |
$1.24M - $1.31M
|
320K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.4K+ 4.89% |
$1.21M - $1.28M
|
565K
$26.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.2KNew |
$1.16M - $1.22M
|
25.2K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
25K+ 253.99% |
$1.15M - $1.21M
|
34.9K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
24.5K+ 13.47% |
$1.13M - $1.19M
|
207K
$9.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
24.3K+ 15.5% |
$1.11M - $1.18M
|
181K
$8.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.3K+ 2.29% |
$1.11M - $1.18M
|
1.08M
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 1.85% |
$1.11M - $1.17M
|
1.33M
$61.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22.5K+ 7.91% |
$1.03M - $1.09M
|
307K
$14.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.4K+ 7.56% |
$1.03M - $1.09M
|
319K
$14.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
22.3K+ 5.61% |
$1.02M - $1.08M
|
419K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.5K+ 60.69% |
$987K - $1.04M
|
56.9K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
21.4K+ 13.16% |
$981K - $1.04M
|
184K
$8.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
21.2KNew |
$972K - $1.03M
|
21.2K
$989K
|