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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.18KNew |
$237K - $251K
|
5.18K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.06K+ 14.02% |
$232K - $246K
|
41.2K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 55.71% |
$232K - $245K
|
14.1K
$656K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.97K+ 2.96% |
$228K - $241K
|
173K
$8.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.92K+ 3.86% |
$226K - $239K
|
132K
$6.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.85K+ 2.64% |
$222K - $235K
|
188K
$8.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.74KNew |
$217K - $230K
|
4.74K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.61K+ 1.36% |
$211K - $224K
|
342K
$15.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.49KNew |
$206K - $218K
|
4.49K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.48KNew |
$205K - $217K
|
4.48K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.37KNew |
$200K - $212K
|
4.37K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.24K+ 30.22% |
$195K - $206K
|
18.3K
$849K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.08K+ 59.1% |
$187K - $198K
|
11K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.37K+ 2.15% |
$155K - $164K
|
160K
$7.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.28K+ 6.93% |
$150K - $159K
|
50.6K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.07K+ 4.31% |
$141K - $149K
|
74.2K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.03K+ 36.12% |
$139K - $147K
|
11.4K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.98K+ 1.29% |
$137K - $145K
|
234K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.97K+ 8.29% |
$136K - $144K
|
38.8K
$1.8M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.96KNew |
$136K - $144K
|
2.96K
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 3.48% |
$135K - $143K
|
87.7K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.93K+ 5.04% |
$134K - $142K
|
61.1K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.65K+ 2.9% |
$121K - $129K
|
94K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 28.7% |
$121K - $128K
|
11.9K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5K+ 4.91% |
$114K - $121K
|
53.4K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 33.42% |
$114K - $121K
|
9.96K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.41K+ 10.08% |
$111K - $117K
|
26.3K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.4K+ 5.06% |
$110K - $116K
|
49.7K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 6.95% |
$98.3K - $104K
|
33K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11K+ 4.33% |
$96.8K - $102K
|
50.8K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.08K+ 0.75% |
$95.6K - $101K
|
279K
$13M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.08K+ 11.08% |
$95.2K - $101K
|
20.8K
$966K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.98K+ 14.5% |
$90.6K - $95.8K
|
15.6K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.93K+ 31.89% |
$88.3K - $93.5K
|
7.97K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 8.57% |
$80.5K - $85.1K
|
22.2K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 21.58% |
$70K - $74.1K
|
8.6K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.53K+ 13.74% |
$70K - $74K
|
12.6K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 17.08% |
$59.3K - $62.7K
|
8.87K
$412K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.17K+ 26.41% |
$53.7K - $56.8K
|
5.6K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.1K+ 1.75% |
$50.5K - $53.5K
|
64.1K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.09K+ 12.27% |
$50K - $52.9K
|
9.98K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
964+ 20.92% |
$44.2K - $46.8K
|
5.57K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
920+ 2.4% |
$42.2K - $44.6K
|
39.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
913New |
$41.9K - $44.3K
|
913
$42.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
907+ 0.51% |
$41.6K - $44K
|
180K
$8.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
824+ 109.43% |
$37.8K - $40K
|
1.58K
$73.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
822+ 9.41% |
$37.7K - $39.9K
|
9.56K
$444K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
698+ 9.04% |
$32K - $33.9K
|
8.42K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
665New |
$30.5K - $32.3K
|
665
$30.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
647+ 5.68% |
$29.7K - $31.4K
|
12K
$559K
|