Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.2KNew |
$522K - $537K
|
11.2K
$522K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5KNew |
$488K - $502K
|
10.5K
$487K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.4K+ 12.19% |
$482K - $496K
|
95.6K
$4.43M
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
9.88KNew |
$458K - $472K
|
9.88K
$458K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.88K+ 445.41% |
$412K - $424K
|
10.9K
$504K
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8.6KNew |
$399K - $411K
|
8.6K
$399K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
8.6KNew |
$399K - $410K
|
8.6K
$399K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.14KNew |
$378K - $389K
|
8.14K
$378K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8KNew |
$371K - $382K
|
8K
$371K
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
7.92KNew |
$367K - $378K
|
7.92K
$367K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.63K+ 75.78% |
$354K - $364K
|
17.7K
$821K
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
7.35K+ 2.27% |
$341K - $351K
|
331K
$15.4M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.22K+ 134.16% |
$335K - $345K
|
12.6K
$585K
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.17KNew |
$333K - $342K
|
7.17K
$333K
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.75KNew |
$313K - $322K
|
6.75K
$313K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.1K+ 3.49% |
$283K - $291K
|
181K
$8.39M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.86K+ 14.87% |
$272K - $280K
|
45.3K
$2.1M
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.12KNew |
$237K - $244K
|
5.12K
$237K
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.94KNew |
$229K - $236K
|
4.94K
$229K
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.73KNew |
$219K - $226K
|
4.73K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.5KNew |
$209K - $215K
|
4.5K
$209K
|
|
Aug 07, 2023
Q2 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
4.39KNew |
$204K - $210K
|
4.39K
$204K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.39KNew |
$204K - $210K
|
4.39K
$204K
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.78K+ 11.09% |
$175K - $180K
|
37.8K
$1.76M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
3.18K+ 1.69% |
$147K - $152K
|
191K
$8.84M
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.09K+ 31.15% |
$143K - $147K
|
13K
$603K
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2.75K+ 7.56% |
$127K - $131K
|
39.1K
$1.81M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.55K+ 1.5% |
$118K - $122K
|
172K
$7.99M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.33K+ 32.7% |
$108K - $111K
|
9.46K
$439K
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.95K+ 1.5% |
$90.7K - $93.3K
|
132K
$6.13M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.77K+ 68.24% |
$82.3K - $84.7K
|
4.37K
$203K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.73K+ 14.11% |
$80.4K - $82.8K
|
14K
$650K
|
|
Jul 31, 2023
Q2 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
872+ 1.5% |
$40.5K - $41.6K
|
59K
$2.74M
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
786+ 2.08% |
$36.5K - $37.5K
|
38.6K
$1.79M
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
753New |
$34.9K - $36K
|
753
$34.9K
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
740+ 0.34% |
$34.3K - $35.3K
|
217K
$10.1M
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
677+ 3.14% |
$31.4K - $32.3K
|
22.2K
$1.03M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
674+ 4.59% |
$31.3K - $32.2K
|
15.4K
$713K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
500+ 17.76% |
$23.2K - $23.9K
|
3.32K
$154K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 10.38% |
$23.2K - $23.9K
|
5.32K
$247K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500New |
$23.2K - $23.9K
|
500
$23.2K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
414+ 5.72% |
$19.2K - $19.8K
|
7.66K
$355K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
350+ 2.92% |
$16.2K - $16.7K
|
12.3K
$573K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
223+ 0.9% |
$10.3K - $10.6K
|
25K
$1.16M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
213New |
$9.89K - $10.2K
|
213
$9.88K
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
187+ 4.57% |
$8.68K - $8.93K
|
4.28K
$199K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
170+ 0.41% |
$7.89K - $8.12K
|
41.6K
$1.93M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
125New |
$5.8K - $5.97K
|
125
$5.8K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.64K - $4.78K
|
100
$4.64K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
91+ 0.83% |
$4.22K - $4.35K
|
11K
$512K
|