Purchases and Sales Made in Q4 2024 in J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) during Q4 2024. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.1MNew |
$143M - $150M
|
3.1M
$145M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.79M+ 25307.51% |
$82.3M - $86.1M
|
1.79M
$83.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.22MNew |
$56.1M - $58.7M
|
1.22M
$56.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12M+ 312.63% |
$51.7M - $54.1M
|
1.48M
$69.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
867K+ 38.78% |
$39.9M - $41.7M
|
3.1M
$145M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
752K+ 699.44% |
$34.6M - $36.2M
|
859K
$40.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
568K+ 7.31% |
$26.2M - $27.4M
|
8.35M
$389M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
504K+ 32.98% |
$23.2M - $24.3M
|
2.03M
$94.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
493K+ 42.59% |
$22.7M - $23.7M
|
1.65M
$77M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
482KNew |
$22.2M - $23.2M
|
482K
$22.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
415KNew |
$19.1M - $20M
|
415K
$19.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
403K+ 40.03% |
$18.5M - $19.4M
|
1.41M
$65.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
387KNew |
$17.8M - $18.6M
|
387K
$18M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
357K+ 51.65% |
$16.5M - $17.2M
|
1.05M
$49M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
318K+ 59.69% |
$14.7M - $15.3M
|
852K
$39.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
316KNew |
$14.5M - $15.2M
|
316K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
303KNew |
$14M - $14.6M
|
303K
$14.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
285K+ 157.62% |
$13.2M - $13.8M
|
467K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
277K+ 16.81% |
$12.8M - $13.4M
|
1.93M
$90M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
254K+ 15.71% |
$11.7M - $12.2M
|
1.87M
$87.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
222KNew |
$10.2M - $10.7M
|
222K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
221K+ 4960.04% |
$10.2M - $10.6M
|
225K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pacific Wealth Management
|
BUY
|
- |
219KNew |
$10.1M - $10.5M
|
219K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
209K+ 49.79% |
$9.61M - $10M
|
627K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
186K+ 475.97% |
$8.55M - $8.94M
|
225K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
182K+ 166.64% |
$8.37M - $8.75M
|
291K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
176KNew |
$8.1M - $8.47M
|
176K
$8.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
175KNew |
$8.07M - $8.43M
|
175K
$8.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
174K+ 163.38% |
$8.03M - $8.39M
|
281K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
174KNew |
$8.02M - $8.39M
|
174K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
174K+ 10.44% |
$8M - $8.36M
|
1.84M
$85.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
170K+ 17.82% |
$7.82M - $8.17M
|
1.12M
$52.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
163KNew |
$7.51M - $7.86M
|
163K
$7.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
162K+ 5.38% |
$7.48M - $7.82M
|
3.18M
$148M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
154KNew |
$7.12M - $7.44M
|
154K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
147K+ 23.15% |
$6.78M - $7.09M
|
783K
$36.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
143K+ 54.09% |
$6.61M - $6.91M
|
409K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
135K+ 23781.51% |
$6.22M - $6.51M
|
136K
$6.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
133K+ 47.87% |
$6.11M - $6.39M
|
410K
$19.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
131K+ 10.23% |
$6.05M - $6.33M
|
1.41M
$66M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
125K+ 147.92% |
$5.76M - $6.02M
|
210K
$9.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
115K+ 108.01% |
$5.31M - $5.55M
|
222K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
115K+ 27.5% |
$5.3M - $5.54M
|
534K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
104KNew |
$4.8M - $5.02M
|
104K
$4.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
103KNew |
$4.74M - $4.95M
|
103K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
97.5K+ 27.79% |
$4.49M - $4.7M
|
449K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
97.5K+ 27.79% |
$4.49M - $4.7M
|
449K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.8K+ 31.45% |
$4.46M - $4.66M
|
404K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95.7KNew |
$4.41M - $4.61M
|
95.7K
$4.46M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
92.2K+ 44.11% |
$4.25M - $4.44M
|
301K
$14.1M
|