Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
291New |
$12.7K - $13.8K
|
291
$13.9K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
150+ 14.29% |
$6.52K - $7.12K
|
1.2K
$57.4K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
141+ 0.56% |
$6.13K - $6.69K
|
25.1K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
97+ 0.32% |
$4.22K - $4.6K
|
30.5K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
52+ 0.56% |
$2.26K - $2.47K
|
9.34K
$447K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
50New |
$2.17K - $2.37K
|
50
$2.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
14+ 0.3% |
$609 - $665
|
4.74K
$227K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1New |
$43.5 - $47.5
|
1
$47.9
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 3.15% |
$1.09K - $1.19K
|
769
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-30- 0.41% |
$1.3K - $1.42K
|
7.29K
$349K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-36- 0.75% |
$1.57K - $1.71K
|
4.79K
$229K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-79- 45.4% |
$3.44K - $3.75K
|
95
$4.55K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-125- 2.13% |
$5.44K - $5.93K
|
5.74K
$275K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-200- 55.25% |
$8.7K - $9.49K
|
162
$7.75K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-224- 1.6% |
$9.74K - $10.6K
|
13.8K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-247- 4.68% |
$10.7K - $11.7K
|
5.04K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-272- 42.3% |
$11.8K - $12.9K
|
371
$17.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-282- 0.78% |
$12.3K - $13.4K
|
36K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-376- 4.22% |
$16.4K - $17.8K
|
8.54K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-513- 1.23% |
$22.3K - $24.4K
|
41.1K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-745- 14.24% |
$32.4K - $35.4K
|
4.49K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.02K- 2.25% |
$44.5K - $48.6K
|
44.5K
$2.13M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.12K- 1.56% |
$48.8K - $53.3K
|
71K
$3.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.28K- 70.17% |
$55.4K - $60.5K
|
542
$25.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.31KClosed |
$56.8K - $62K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.62K- 43.01% |
$70.5K - $76.9K
|
2.15K
$103K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.74K- 15.72% |
$75.7K - $82.6K
|
9.33K
$446K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.72K- 36.18% |
$118K - $129K
|
4.8K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.51K- 16.15% |
$152K - $166K
|
18.2K
$871K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6.29K- 55.94% |
$273K - $298K
|
4.95K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.84K- 53.64% |
$297K - $325K
|
5.91K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-7.07K- 0.67% |
$307K - $336K
|
1.05M
$50.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-7.63K- 2.97% |
$332K - $362K
|
249K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.68K- 47.78% |
$378K - $412K
|
9.49K
$454K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-11.1K- 3.35% |
$481K - $525K
|
319K
$15.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.2K- 40.59% |
$488K - $532K
|
16.4K
$786K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11.7K- 66.06% |
$511K - $558K
|
6.04K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 21.6% |
$600K - $655K
|
50.1K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14.5K- 82.74% |
$630K - $687K
|
3.02K
$145K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14.5K- 82.74% |
$630K - $687K
|
3.02K
$145K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-15.4K- 25.5% |
$670K - $731K
|
45K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15.5K- 4.57% |
$673K - $735K
|
323K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 4.57% |
$673K - $735K
|
323K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-18.3K- 9.52% |
$794K - $867K
|
174K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.6K- 28.08% |
$808K - $882K
|
47.6K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.8K- 25.44% |
$903K - $986K
|
60.9K
$2.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-24.3K- 6.75% |
$1.06M - $1.15M
|
336K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.3K- 2.97% |
$1.36M - $1.49M
|
1.02M
$49M
|