Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
43.9K+ 13.52% |
$2.02M - $2.07M
|
368K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.7KNew |
$2.01M - $2.06M
|
43.7K
$2.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
41.5K+ 5.64% |
$1.91M - $1.96M
|
777K
$36.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
39K+ 5.08% |
$1.79M - $1.84M
|
806K
$37.4M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
38.4K+ 15.56% |
$1.76M - $1.81M
|
285K
$13.2M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35.5K+ 9.75% |
$1.63M - $1.68M
|
400K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
32.3K+ 12.97% |
$1.48M - $1.52M
|
281K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
31.2KNew |
$1.43M - $1.47M
|
31.2K
$1.45M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
27.3K+ 7.34% |
$1.25M - $1.29M
|
399K
$18.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 8.51% |
$1.2M - $1.23M
|
332K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
25.8K+ 11.7% |
$1.19M - $1.22M
|
246K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.5K+ 15.12% |
$1.13M - $1.16M
|
187K
$8.67M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23KNew |
$1.06M - $1.08M
|
23K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 39.52% |
$1.05M - $1.07M
|
80.3K
$3.73M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 13.6% |
$944K - $968K
|
171K
$7.96M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
20K+ 53.79% |
$919K - $943K
|
57.1K
$2.65M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.8K+ 10.61% |
$910K - $933K
|
206K
$9.57M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
19.7K+ 15.84% |
$908K - $932K
|
144K
$6.7M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
18.8K+ 5.89% |
$864K - $886K
|
338K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
18.3K+ 15.94% |
$842K - $863K
|
133K
$6.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
17.7K+ 40.3% |
$814K - $835K
|
61.6K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.6K+ 35.08% |
$811K - $832K
|
67.9K
$3.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
16.9KNew |
$776K - $796K
|
16.9K
$783K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
16.6KNew |
$765K - $785K
|
16.6K
$772K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
16.6KNew |
$765K - $784K
|
16.6K
$772K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.3K+ 3.01% |
$706K - $724K
|
525K
$24.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.7K+ 190.13% |
$677K - $694K
|
22.5K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.3K+ 20.02% |
$658K - $675K
|
85.8K
$3.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.2K+ 6.37% |
$654K - $671K
|
238K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 22.83% |
$639K - $656K
|
74.8K
$3.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
13.8K+ 71.66% |
$637K - $653K
|
33.2K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.1K+ 2.62% |
$604K - $620K
|
515K
$23.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
13.1K+ 14.63% |
$600K - $616K
|
102K
$4.75M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 369.5% |
$524K - $538K
|
14.5K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2KNew |
$517K - $530K
|
11.2K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11KNew |
$506K - $519K
|
11K
$511K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
11K+ 241.19% |
$504K - $517K
|
15.5K
$719K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.8K+ 40.36% |
$496K - $508K
|
37.5K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.4K+ 5.65% |
$479K - $491K
|
194K
$9.03M
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
10.1K+ 161.56% |
$467K - $479K
|
16.4K
$763K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.98KNew |
$459K - $471K
|
9.98K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.93K+ 104.64% |
$457K - $468K
|
19.4K
$901K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
9.85KNew |
$453K - $465K
|
9.85K
$457K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.83K+ 43.44% |
$406K - $417K
|
29.2K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.67K+ 22.91% |
$399K - $409K
|
46.5K
$2.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
8.25K+ 8.62% |
$379K - $389K
|
104K
$4.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.1K+ 3.67% |
$373K - $382K
|
229K
$10.6M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.9K+ 6.26% |
$363K - $373K
|
134K
$6.23M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.68KNew |
$353K - $362K
|
7.68K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.66K+ 15.31% |
$353K - $362K
|
57.7K
$2.68M
|