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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-39.4K- 4.23% |
$1.82M - $1.9M
|
892K
$41.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-37.6K- 6.22% |
$1.73M - $1.81M
|
568K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 6.56% |
$1.09M - $1.14M
|
338K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-23.4K- 20.8% |
$1.08M - $1.13M
|
89.2K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 29.78% |
$694K - $726K
|
35.5K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.73K- 2.92% |
$402K - $421K
|
291K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.8K- 4.13% |
$267K - $279K
|
135K
$6.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.92K- 7.53% |
$135K - $141K
|
35.9K
$1.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.59% |
$1.75K - $1.83K
|
6.38K
$294K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-207K- 20.19% |
$9.48M - $10M
|
817K
$37.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-152K- 18.02% |
$6.97M - $7.38M
|
691K
$31.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-151K- 97.13% |
$6.92M - $7.32M
|
4.45K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.7K- 66.25% |
$3.01M - $3.19M
|
33.5K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-32K- 5.51% |
$1.47M - $1.55M
|
549K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.6K- 61.2% |
$988K - $1.05M
|
13.7K
$630K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21.2K- 25.88% |
$973K - $1.03M
|
60.7K
$2.8M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-17.7K- 11.56% |
$812K - $859K
|
135K
$6.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-12.3K- 2.33% |
$566K - $599K
|
516K
$23.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10.3K- 61.64% |
$472K - $500K
|
6.41K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 58.92% |
$464K - $491K
|
7.06K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-9.39K- 18.47% |
$430K - $455K
|
41.4K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.37K- 4.07% |
$384K - $406K
|
198K
$9.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.26K- 7.92% |
$287K - $304K
|
72.8K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.75K- 6.66% |
$218K - $230K
|
66.5K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.5K- 3.35% |
$206K - $218K
|
130K
$5.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.5K- 18.28% |
$161K - $170K
|
15.7K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-3.25K- 15.48% |
$149K - $158K
|
17.8K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.1K- 69.54% |
$96.3K - $102K
|
920
$42.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 77.18% |
$88.1K - $93.2K
|
568
$26.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.62K- 1.53% |
$74.3K - $78.6K
|
104K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.21K- 25.45% |
$55.5K - $58.7K
|
3.54K
$163K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-995- 4.15% |
$45.6K - $48.3K
|
23K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-877- 3.84% |
$40.2K - $42.6K
|
22K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-743- 2.22% |
$34.1K - $36.1K
|
32.7K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-653- 23.06% |
$30K - $31.7K
|
2.18K
$100K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-555- 5.36% |
$25.5K - $26.9K
|
9.79K
$452K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-419- 5.49% |
$19.2K - $20.3K
|
7.22K
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-275- 85.67% |
$12.6K - $13.3K
|
46
$2.12K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 1.43% |
$9.17K - $9.71K
|
13.8K
$636K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-181- 3.68% |
$8.3K - $8.78K
|
4.74K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83- 0.5% |
$3.81K - $4.03K
|
16.6K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 0.73% |
$1.88K - $1.99K
|
5.6K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.29% |
$1.15K - $1.21K
|
8.58K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.09% |
$642 - $679
|
15K
$690K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.13% |
$321 - $340
|
5.58K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$91.7 - $97.1
|
63
$2.91K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$45.9 - $48.5
|
6.16K
$284K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 93.59% |
$974K - $1M
|
1.47K
$67.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.09K- 53.93% |
$49.1K - $50.6K
|
927
$42.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.05K- 8.47% |
$47.6K - $49.1K
|
11.4K
$524K
|
|