Purchases and Sales Made in Q1 2023 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 Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.6K- 5.9% |
$119K - $125K
|
41.5K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.08K- 24.93% |
$187K - $195K
|
12.3K
$570K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.57K- 2.16% |
$255K - $267K
|
252K
$11.7M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.95K- 37.15% |
$273K - $285K
|
10.1K
$467K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.6K- 5.73% |
$487K - $509K
|
175K
$8.11M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-41.2K- 19.56% |
$1.89M - $1.98M
|
170K
$7.87M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-110K- 88.93% |
$5.03M - $5.26M
|
13.7K
$634K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-111K- 95.36% |
$5.07M - $5.3M
|
5.38K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-153K- 80.77% |
$6.99M - $7.3M
|
36.3K
$1.68M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-445K- 95.75% |
$20.4M - $21.3M
|
19.8K
$918K
|