Latest Institutional Transactions on Jp Morgan Exchange Traded Fd T (JCPI)
This table provides information on the latest institutional transactions involving Jp Morgan Exchange Traded Fd T (JCPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.15KNew |
$195K - $201K
|
4.15K
$201K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.58% |
$47 - $48.4
|
174
$8.42K
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.9KNew |
$1.69M - $1.73M
|
35.9K
$1.74M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.55K+ 2.84% |
$167K - $172K
|
129K
$6.22M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.2KNew |
$1.37M - $1.41M
|
29.2K
$1.42M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
803+ 9.78% |
$37.8K - $38.8K
|
9.01K
$436K
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-30.6K- 9.5% |
$1.44M - $1.48M
|
292K
$14.1M
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
43.7KNew |
$2.05M - $2.11M
|
43.7K
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-269- 0.24% |
$12.7K - $13K
|
112K
$5.43M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42New |
$1.98K - $2.03K
|
42
$2.03K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.5K+ 8.86% |
$70.7K - $72.7K
|
18.5K
$894K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.58K+ 64.04% |
$215K - $221K
|
11.7K
$567K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.6K- 96.23% |
$3.41M - $3.51M
|
2.85K
$138K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 176.35% |
$3.16M - $3.24M
|
105K
$5.09M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.92K+ 11.47% |
$420K - $431K
|
86.7K
$4.2M
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.37KNew |
$111K - $114K
|
2.37K
$115K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.14K+ 57.95% |
$383K - $393K
|
22.2K
$1.07M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
137+ 1.0% |
$6.44K - $6.63K
|
13.9K
$671K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 2.09% |
$51.2K - $52.7K
|
53.1K
$2.57M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-915- 9.2% |
$43K - $44.3K
|
9.03K
$437K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5KNew |
$1.43M - $1.47M
|
30.5K
$1.47M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.68KNew |
$314K - $323K
|
6.68K
$323K
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.07K+ 8.8% |
$50.1K - $51.5K
|
13.2K
$637K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.78KNew |
$366K - $376K
|
7.78K
$377K
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.07K- 15.67% |
$191K - $197K
|
21.9K
$1.06M
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
44KNew |
$2.07M - $2.13M
|
44K
$2.13M
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.15KNew |
$195K - $201K
|
4.15K
$201K
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.96K- 3.31% |
$92.1K - $94.7K
|
57.2K
$2.77M
|
|
Q1 2025 | |||||||
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.7K- 15.08% |
$265K - $274K
|
32.1K
$1.55M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4K+ 53.34% |
$856K - $887K
|
53K
$2.56M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
7.85K+ 3.36% |
$365K - $378K
|
242K
$11.7M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-31- 0.64% |
$1.44K - $1.49K
|
4.82K
$233K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
33.6KNew |
$1.56M - $1.62M
|
33.6K
$1.63M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-190K- 1.83% |
$8.84M - $9.15M
|
10.2M
$494M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.55KNew |
$211K - $219K
|
4.55K
$220K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-964- 16.01% |
$44.8K - $46.4K
|
5.06K
$245K
|
|
Q4 2024 | |||||||
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.47KNew |
$302K - $310K
|
6.47K
$313K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
285New |
$13.3K - $13.7K
|
285
$13.8K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
706New |
$32.9K - $33.9K
|
706
$34.2K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23New |
$1.07K - $1.11K
|
23
$1.11K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.6K- 92.65% |
$586K - $607K
|
1K
$48.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
240New |
$11.2K - $11.6K
|
240
$11.6K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.93KNew |
$229K - $237K
|
4.93K
$239K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.48K+ 2.5% |
$255K - $264K
|
225K
$10.9M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.69KNew |
$307K - $313K
|
6.69K
$324K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 13.9% |
$27K - $27.5K
|
3.64K
$176K
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.76KNew |
$219K - $223K
|
4.76K
$231K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-359- 6.55% |
$16.5K - $16.8K
|
5.13K
$248K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
66New |
$3.03K - $3.09K
|
66
$3.2K
|