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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.6K+ 8.68% |
$1.66M - $1.71M
|
458K
$21.6M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.2KNew |
$1.59M - $1.64M
|
35.2K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34K+ 11.95% |
$1.54M - $1.59M
|
319K
$15M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34K+ 3.32% |
$1.54M - $1.59M
|
1.06M
$49.9M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 28.08% |
$1.3M - $1.34M
|
131K
$6.17M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26.6K+ 8.59% |
$1.21M - $1.24M
|
337K
$15.8M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.2K+ 8.43% |
$1.18M - $1.22M
|
337K
$15.8M
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
25.7KNew |
$1.16M - $1.2M
|
25.7K
$1.21M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24.3K+ 7.91% |
$1.1M - $1.13M
|
331K
$15.6M
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.8KNew |
$1.08M - $1.11M
|
23.8K
$1.12M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 339.93% |
$1.07M - $1.11M
|
30.7K
$1.45M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
22.1K+ 26.17% |
$1M - $1.03M
|
107K
$5.02M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
21.6K+ 7.84% |
$976K - $1.01M
|
297K
$14M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 1.67% |
$971K - $1M
|
1.3M
$61.3M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.8K+ 20.31% |
$941K - $970K
|
123K
$5.79M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.6K+ 7284.1% |
$933K - $962K
|
20.9K
$983K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
18.3K+ 4.99% |
$830K - $856K
|
386K
$18.2M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
17.3K+ 32.05% |
$781K - $805K
|
71.1K
$3.34M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 1718300.0% |
$778K - $802K
|
17.2K
$808K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.1K+ 161.6% |
$730K - $753K
|
26.1K
$1.23M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16K+ 42.66% |
$723K - $746K
|
53.4K
$2.51M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 122.03% |
$715K - $737K
|
28.7K
$1.35M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.2K+ 6.39% |
$688K - $709K
|
253K
$11.9M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15.2K+ 1.88% |
$687K - $708K
|
821K
$38.6M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
15.1K+ 82.04% |
$684K - $705K
|
33.5K
$1.58M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15K+ 73.4% |
$679K - $700K
|
35.4K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15KNew |
$678K - $699K
|
15K
$704K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.4K+ 10.79% |
$650K - $670K
|
147K
$6.94M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14K+ 2.67% |
$634K - $653K
|
539K
$25.3M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8K+ 24.07% |
$623K - $642K
|
70.9K
$3.33M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.8K+ 9.09% |
$578K - $596K
|
153K
$7.2M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.2K+ 34.78% |
$552K - $570K
|
47.3K
$2.22M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
11.8K+ 3.19% |
$532K - $549K
|
380K
$17.9M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.9K+ 3.22% |
$493K - $508K
|
349K
$16.4M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10.8K+ 7.53% |
$490K - $505K
|
155K
$7.27M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 23.99% |
$478K - $493K
|
54.6K
$2.57M
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 3.04% |
$458K - $472K
|
343K
$16.1M
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.7K+ 5.87% |
$394K - $406K
|
157K
$7.38M
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.56K+ 4.4% |
$387K - $399K
|
203K
$9.55M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.21K+ 29.21% |
$371K - $383K
|
36.3K
$1.71M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.57KNew |
$343K - $353K
|
7.57K
$356K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.57K+ 1.89% |
$342K - $353K
|
407K
$19.2M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.27K+ 43.69% |
$329K - $339K
|
23.9K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6.81K+ 43.93% |
$308K - $318K
|
22.3K
$1.05M
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6.39KNew |
$289K - $298K
|
6.39K
$301K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.35KNew |
$288K - $296K
|
6.35K
$299K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.28K+ 21.52% |
$284K - $293K
|
35.4K
$1.67M
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
6.22K+ 3.54% |
$282K - $290K
|
182K
$8.57M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.01K+ 17.65% |
$272K - $280K
|
40K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.82K+ 29.99% |
$264K - $272K
|
25.2K
$1.19M
|