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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
706New |
$32.9K - $33.9K
|
706
$33.4K
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.67K- 5.9% |
$171K - $176K
|
58.5K
$2.77M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
103KNew |
$4.83M - $4.96M
|
103K
$4.9M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
383+ 15.07% |
$17.9K - $18.4K
|
2.93K
$139K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
6.02KNew |
$281K - $289K
|
6.02K
$285K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.54K+ 15.4% |
$305K - $314K
|
49.1K
$2.32M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
25.5KNew |
$1.19M - $1.23M
|
25.5K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.4K+ 22.16% |
$112K - $115K
|
13.2K
$625K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
337K+ 3.24% |
$15.7M - $16.3M
|
10.8M
$509M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
595+ 9.54% |
$27.7K - $28.7K
|
6.83K
$324K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.67K+ 166.54% |
$124K - $129K
|
4.28K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.29KNew |
$200K - $207K
|
4.29K
$203K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-223- 56.31% |
$10.4K - $10.7K
|
173
$8.2K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.13K+ 15.76% |
$146K - $151K
|
23K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.6K- 28.19% |
$631K - $653K
|
34.5K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4K+ 58.99% |
$671K - $695K
|
38.9K
$1.84M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.6K- 92.65% |
$586K - $607K
|
1K
$47.4K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23New |
$1.07K - $1.11K
|
23
$1.09K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-39- 1.73% |
$1.81K - $1.88K
|
2.22K
$105K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-831- 7.54% |
$38.6K - $40.1K
|
10.2K
$482K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 10.07% |
$61.7K - $64K
|
14.5K
$687K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.87K- 1.33% |
$226K - $235K
|
360K
$17.1M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
240New |
$11.2K - $11.6K
|
240
$11.4K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.61K- 11.31% |
$121K - $126K
|
20.5K
$969K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
135+ 1.01% |
$6.28K - $6.51K
|
13.5K
$638K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
896+ 13.03% |
$41.7K - $43.2K
|
7.77K
$368K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.93KNew |
$229K - $237K
|
4.93K
$233K
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
49.3KNew |
$2.29M - $2.38M
|
49.3K
$2.33M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
5.48K+ 2.5% |
$255K - $264K
|
225K
$10.6M
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.69KNew |
$307K - $313K
|
6.69K
$317K
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
4.76KNew |
$219K - $223K
|
4.76K
$226K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-588- 13.9% |
$27K - $27.5K
|
3.64K
$173K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-359- 6.55% |
$16.5K - $16.8K
|
5.13K
$243K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
66New |
$3.03K - $3.09K
|
66
$3.13K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.23KNew |
$379K - $386K
|
8.23K
$390K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 65.75% |
$57.5K - $58.5K
|
650
$30.8K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 57.47% |
$2.3K - $2.34K
|
37
$1.75K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$645 - $656
|
5.11K
$242K
|
|
Q4 2023 | |||||||
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-999- 22.45% |
$44.6K - $46.7K
|
3.45K
$163K
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-746- 10.79% |
$33.3K - $34.8K
|
6.17K
$292K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-176- 0.61% |
$7.85K - $8.22K
|
28.9K
$1.37M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
399New |
$17.8K - $18.6K
|
399
$18.9K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-19.6K- 16.58% |
$874K - $914K
|
98.5K
$4.67M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152+ 1.67% |
$6.86K - $7.04K
|
9.25K
$438K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 15.38% |
$4.51K - $4.63K
|
550
$26.1K
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.3K+ 11.38% |
$58.4K - $60K
|
12.7K
$601K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.02% |
$45.1 - $46.3
|
4.71K
$223K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430New |
$19.8K - $20.5K
|
430
$20.4K
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.15K- 11.24% |
$52.9K - $54.7K
|
9.1K
$431K
|