Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62MNew |
$74.1M - $78.4M
|
1.62M
$76M
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
359KNew |
$16.5M - $17.4M
|
359K
$16.9M
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
229KNew |
$10.5M - $11.1M
|
229K
$10.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 11.81% |
$10.1M - $10.7M
|
2.08M
$98M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183KNew |
$8.4M - $8.89M
|
183K
$8.61M
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
155K+ 34.37% |
$7.1M - $7.51M
|
605K
$28.5M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149K+ 13.18% |
$6.86M - $7.25M
|
1.28M
$60.4M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109KNew |
$5M - $5.29M
|
109K
$5.13M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
104K+ 64.64% |
$4.78M - $5.05M
|
265K
$12.5M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
99K+ 16.39% |
$4.54M - $4.8M
|
703K
$33.1M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95.6K+ 68.39% |
$4.38M - $4.64M
|
235K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74K+ 35.38% |
$3.39M - $3.59M
|
283K
$13.3M
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
59.9K+ 15.25% |
$2.75M - $2.91M
|
453K
$21.3M
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52.5K+ 5.55% |
$2.41M - $2.55M
|
997K
$46.9M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
50.3K+ 69.86% |
$2.31M - $2.44M
|
122K
$5.76M
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
46.8K+ 5.77% |
$2.15M - $2.27M
|
858K
$40.3M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45.2K+ 22.4% |
$2.07M - $2.19M
|
247K
$11.6M
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
41.1K+ 660.43% |
$1.88M - $1.99M
|
47.3K
$2.22M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 14.5% |
$1.78M - $1.88M
|
306K
$14.4M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
35.7K+ 40.88% |
$1.64M - $1.73M
|
123K
$5.79M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
35K+ 356.8% |
$1.61M - $1.7M
|
44.9K
$2.11M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.8K+ 86.34% |
$1.41M - $1.49M
|
66.4K
$3.12M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29.9K+ 3.47% |
$1.37M - $1.45M
|
890K
$41.9M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 85.05% |
$1.25M - $1.32M
|
59.2K
$2.79M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.2KNew |
$1.16M - $1.22M
|
25.2K
$1.19M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
24.3K+ 15.5% |
$1.11M - $1.18M
|
181K
$8.52M
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
20K+ 5.05% |
$919K - $972K
|
417K
$19.6M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
19.5K+ 2.14% |
$896K - $948K
|
931K
$43.8M
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18.2K+ 263.59% |
$834K - $882K
|
25.1K
$1.18M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.64KNew |
$442K - $468K
|
9.64K
$453K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.91KNew |
$409K - $432K
|
8.91K
$419K
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$321K - $340K
|
7K
$329K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.96KNew |
$319K - $338K
|
6.96K
$327K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
6.24K+ 25.66% |
$286K - $303K
|
30.6K
$1.44M
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
5.96K+ 5.59% |
$273K - $289K
|
113K
$5.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.67K+ 31.95% |
$260K - $275K
|
23.4K
$1.1M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.06K+ 14.02% |
$232K - $246K
|
41.2K
$1.94M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.97K+ 2.96% |
$228K - $241K
|
173K
$8.12M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.92K+ 3.86% |
$226K - $239K
|
132K
$6.23M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.74KNew |
$217K - $230K
|
4.74K
$223K
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.61K+ 1.36% |
$211K - $224K
|
342K
$16.1M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.48KNew |
$205K - $217K
|
4.48K
$211K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.37KNew |
$200K - $212K
|
4.37K
$206K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.98K+ 1.29% |
$137K - $145K
|
234K
$11M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.97K+ 8.29% |
$136K - $144K
|
38.8K
$1.82M
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.96KNew |
$136K - $144K
|
2.96K
$139K
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 3.48% |
$135K - $143K
|
87.7K
$4.13M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 28.7% |
$121K - $128K
|
11.9K
$558K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 33.42% |
$114K - $121K
|
9.96K
$468K
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 17.08% |
$59.3K - $62.7K
|
8.87K
$417K
|