Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 18.02% |
$6.97M - $7.38M
|
691K
$32.5M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-32K- 5.51% |
$1.47M - $1.55M
|
549K
$25.8M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.2K- 25.88% |
$973K - $1.03M
|
60.7K
$2.86M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-12.3K- 2.33% |
$566K - $599K
|
516K
$24.3M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-9.39K- 18.47% |
$430K - $455K
|
41.4K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.5K- 3.35% |
$206K - $218K
|
130K
$6.1M
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-877- 3.84% |
$40.2K - $42.6K
|
22K
$1.03M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-628- 0.98% |
$28.8K - $30.5K
|
63.4K
$2.98M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-275- 85.67% |
$12.6K - $13.3K
|
46
$2.16K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 1.43% |
$9.17K - $9.71K
|
13.8K
$649K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-178- 3.33% |
$8.16K - $8.64K
|
5.17K
$243K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$91.7 - $97.1
|
63
$2.96K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29M- 39.75% |
$58.4M - $60.2M
|
1.95M
$91.9M
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-137K- 11.8% |
$6.2M - $6.4M
|
1.02M
$48.2M
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-113K- 29.02% |
$5.13M - $5.29M
|
277K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 14.18% |
$5.03M - $5.19M
|
672K
$31.6M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-56.1K- 5.23% |
$2.54M - $2.62M
|
1.02M
$47.8M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48.7K- 71.79% |
$2.21M - $2.27M
|
19.2K
$901K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-44.6K- 38.49% |
$2.02M - $2.08M
|
71.3K
$3.35M
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-41.9K- 71.51% |
$1.9M - $1.96M
|
16.7K
$786K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40.7K- 16.51% |
$1.84M - $1.9M
|
206K
$9.69M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-22K- 21.78% |
$996K - $1.03M
|
79K
$3.72M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 93.59% |
$974K - $1M
|
1.47K
$69.2K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4K- 51.16% |
$653K - $674K
|
13.8K
$648K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.05K- 5.28% |
$410K - $422K
|
162K
$7.64M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.46K- 11.19% |
$292K - $301K
|
51.3K
$2.41M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.69K- 0.57% |
$212K - $219K
|
823K
$38.7M
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.45K- 2.42% |
$201K - $207K
|
179K
$8.41M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.17K- 1.4% |
$189K - $194K
|
293K
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.46K- 6.37% |
$157K - $162K
|
50.9K
$2.39M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.44K- 1.84% |
$156K - $161K
|
183K
$8.63M
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.68K- 24.24% |
$122K - $125K
|
8.39K
$395K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.59K- 1.38% |
$117K - $121K
|
184K
$8.67M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.33K- 3.74% |
$105K - $109K
|
59.8K
$2.81M
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.81K- 38.07% |
$81.9K - $84.4K
|
2.94K
$138K
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.68K- 19.54% |
$75.8K - $78.2K
|
6.9K
$324K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 9.05% |
$63.4K - $65.3K
|
14.1K
$662K
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.34K- 0.66% |
$60.7K - $62.5K
|
201K
$9.47M
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.17K- 0.81% |
$53K - $54.7K
|
143K
$6.74M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 0.84% |
$51K - $52.6K
|
133K
$6.26M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.09K- 53.93% |
$49.1K - $50.6K
|
927
$43.6K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.05K- 8.47% |
$47.6K - $49.1K
|
11.4K
$535K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.03K- 2.33% |
$46.7K - $48.2K
|
43.2K
$2.03M
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 29.2% |
$45.3K - $46.7K
|
2.43K
$114K
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-836- 0.27% |
$37.8K - $39K
|
305K
$14.3M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-770- 9.02% |
$34.9K - $35.9K
|
7.76K
$365K
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-369- 1.84% |
$16.7K - $17.2K
|
19.7K
$925K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-310- 2.76% |
$14K - $14.5K
|
10.9K
$514K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-260- 1.54% |
$11.8K - $12.1K
|
16.7K
$784K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-158- 3.22% |
$7.15K - $7.37K
|
4.75K
$223K
|