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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
285K+ 157.62% |
$13.2M - $13.8M
|
467K
$21.5M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
277K+ 16.81% |
$12.8M - $13.4M
|
1.93M
$88.9M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
254K+ 15.71% |
$11.7M - $12.2M
|
1.87M
$86.2M
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
176KNew |
$8.1M - $8.47M
|
176K
$8.11M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
131K+ 10.23% |
$6.05M - $6.33M
|
1.41M
$65.3M
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
125K+ 147.92% |
$5.76M - $6.02M
|
210K
$9.67M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
115K+ 108.01% |
$5.31M - $5.55M
|
222K
$10.2M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
76.6KNew |
$3.53M - $3.69M
|
76.6K
$3.53M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
66.4K+ 5.97% |
$3.06M - $3.2M
|
1.18M
$54.4M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
53.9K+ 22.91% |
$2.48M - $2.6M
|
289K
$13.3M
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
37.3K+ 4.34% |
$1.72M - $1.79M
|
895K
$41.3M
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
31.6K+ 3.17% |
$1.46M - $1.52M
|
1.03M
$47.5M
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
31.5K+ 15.23% |
$1.45M - $1.52M
|
238K
$11M
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
23.8K+ 3.39% |
$1.1M - $1.15M
|
727K
$33.5M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.5K+ 6.4% |
$805K - $842K
|
290K
$13.4M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 5.57% |
$634K - $663K
|
261K
$12M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
10.8K+ 22.87% |
$498K - $521K
|
58.1K
$2.68M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
9.26KNew |
$426K - $446K
|
9.26K
$427K
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9.25KNew |
$426K - $446K
|
9.25K
$427K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.64KNew |
$398K - $416K
|
8.64K
$399K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
7.64K+ 4.43% |
$352K - $368K
|
180K
$8.31M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
6.04K+ 4.94% |
$278K - $291K
|
128K
$5.92M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.53KNew |
$255K - $266K
|
5.53K
$255K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5.03KNew |
$232K - $242K
|
5.03K
$232K
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.92K+ 51.05% |
$227K - $237K
|
14.6K
$671K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.68K+ 193.07% |
$216K - $226K
|
7.11K
$328K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.03K+ 19.38% |
$186K - $194K
|
24.8K
$1.15M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.04K+ 23.0% |
$93.9K - $98.2K
|
10.9K
$503K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.58K+ 10.86% |
$72.8K - $76.2K
|
16.1K
$744K
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
1.03K+ 4.35% |
$47.6K - $49.8K
|
24.8K
$1.14M
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
996+ 1.14% |
$45.9K - $48K
|
88.7K
$4.09M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
968+ 20.43% |
$44.6K - $46.6K
|
5.71K
$263K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946+ 0.79% |
$43.6K - $45.6K
|
120K
$5.54M
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
880+ 2.14% |
$40.5K - $42.4K
|
42.1K
$1.94M
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
535New |
$24.6K - $25.8K
|
535
$24.7K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
356+ 0.56% |
$16.4K - $17.1K
|
63.7K
$2.94M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
287New |
$13.2K - $13.8K
|
287
$13.2K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
200+ 3.91% |
$9.21K - $9.63K
|
5.32K
$245K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
83+ 1.6% |
$3.82K - $4K
|
5.26K
$242K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.25% |
$921 - $963
|
7.97K
$367K
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-38- 0.59% |
$1.75K - $1.83K
|
6.38K
$294K
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.92K- 7.53% |
$135K - $141K
|
35.9K
$1.65M
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.8K- 4.13% |
$267K - $279K
|
135K
$6.21M
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-8.73K- 2.92% |
$402K - $421K
|
291K
$13.4M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 29.78% |
$694K - $726K
|
35.5K
$1.64M
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-23.4K- 20.8% |
$1.08M - $1.13M
|
89.2K
$4.11M
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.8K- 6.56% |
$1.09M - $1.14M
|
338K
$15.6M
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-37.6K- 6.22% |
$1.73M - $1.81M
|
568K
$26.2M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-39.4K- 4.23% |
$1.82M - $1.9M
|
892K
$41.1M
|