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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.33K- 36.06% |
$151K - $157K
|
5.9K
$275K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.08K- 7.87% |
$140K - $145K
|
36K
$1.68M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.97K- 23.3% |
$135K - $140K
|
9.77K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.81K- 1.89% |
$128K - $133K
|
146K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 3.52% |
$104K - $108K
|
62.6K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 0.59% |
$74.9K - $77.6K
|
275K
$12.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.49K- 3.36% |
$67.8K - $70.3K
|
42.9K
$2M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.45K- 2.4% |
$66.2K - $68.7K
|
59.1K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-709- 4.32% |
$32.3K - $33.5K
|
15.7K
$733K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-679- 1.88% |
$30.9K - $32.1K
|
35.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-644Closed |
$29.3K - $30.4K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-550- 7.14% |
$25.1K - $26K
|
7.15K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-466- 1.38% |
$21.2K - $22K
|
33.4K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-440- 2.61% |
$20K - $20.8K
|
16.4K
$767K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-438- 4.73% |
$20K - $20.7K
|
8.82K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-354- 0.06% |
$16.1K - $16.7K
|
575K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-350- 3.44% |
$15.9K - $16.5K
|
9.84K
$459K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-283- 31.0% |
$12.9K - $13.4K
|
630
$29.4K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-237- 11.57% |
$10.8K - $11.2K
|
1.81K
$84.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-212- 0.34% |
$9.66K - $10K
|
61.7K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-202- 2.75% |
$9.2K - $9.54K
|
7.15K
$334K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-60- 0.39% |
$2.73K - $2.83K
|
15.3K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-59Closed |
$2.69K - $2.79K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 2.02% |
$2.23K - $2.31K
|
2.38K
$111K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-46- 8.6% |
$2.1K - $2.17K
|
489
$22.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-41- 18.72% |
$1.87K - $1.94K
|
178
$8.31K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-672K- 38.03% |
$30.9M - $32.4M
|
1.09M
$51.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-7.18K- 9.52% |
$331K - $346K
|
68.2K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.22K- 55.76% |
$56K - $58.5K
|
964
$45K
|
|
| Q3 2024 | |||||||
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-10.3K- 61.64% |
$472K - $500K
|
6.41K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.1K- 69.54% |
$96.3K - $102K
|
920
$43K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-275- 85.67% |
$12.6K - $13.3K
|
46
$2.15K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$45.9 - $48.5
|
6.16K
$288K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 93.59% |
$974K - $1M
|
1.47K
$68.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.2K- 12.33% |
$1.16M - $1.19M
|
179K
$8.37M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-19.3KClosed |
$888K - $911K
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.86K- 52.75% |
$408K - $418K
|
7.94K
$371K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-3.1K- 72.71% |
$142K - $146K
|
1.16K
$54.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-812- 5.88% |
$37.4K - $38.3K
|
13K
$607K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-745- 14.24% |
$32.4K - $35.4K
|
4.49K
$209K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-36- 0.75% |
$1.57K - $1.71K
|
4.79K
$224K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 3.15% |
$1.09K - $1.19K
|
769
$35.9K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.32K- 69.83% |
$103K - $108K
|
1K
$46.7K
|
|
| Q2 2023 | |||||||
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.81KClosed |
$84K - $86.5K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-528- 1.76% |
$24.5K - $25.2K
|
29.5K
$1.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-376- 7.72% |
$17.5K - $18K
|
4.49K
$210K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-17.2K- 28.84% |
$769K - $814K
|
42.5K
$1.98M
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-76.7K- 40.66% |
$3.5M - $3.78M
|
112K
$5.22M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.05K- 6.82% |
$48K - $51.9K
|
14.4K
$672K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-288KClosed |
$13.5M - $14.7M
|
0
$0
|
|