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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$46.4 - $47.8
|
13.4K
$624K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$28K - $29.2K
|
610
$28.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
29New |
$1.33K - $1.39K
|
29
$1.35K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
64.2KNew |
$2.87M - $3.04M
|
64.2K
$2.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
19.8K+ 12.26% |
$886K - $938K
|
182K
$8.48M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.44KNew |
$377K - $399K
|
8.44K
$394K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.72KNew |
$255K - $270K
|
5.72K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
167New |
$7.46K - $7.9K
|
167
$7.79K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
72New |
$3.22K - $3.4K
|
72
$3.36K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.09KNew |
$232K - $251K
|
5.09K
$237K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$200K - $216K
|
4.39K
$205K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.02KNew |
$92.3K - $99.7K
|
2.02K
$94.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
16+ 2.04% |
$729 - $788
|
800
$37.3K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85.5K+ 11128.78% |
$4.02M - $4.35M
|
86.2K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
544New |
$25.6K - $27.7K
|
544
$25.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
485New |
$22.8K - $24.7K
|
485
$22.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
187New |
$8.8K - $9.52K
|
187
$8.72K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
52+ 173.33% |
$2.45K - $2.65K
|
82
$3.83K
|
|