Purchases and Sales Made in Q1 2023 in Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP) during Q1 2023. The information is specifically focused on institutions that hold shares of JP MORGAN EXCH-TRADED FD TR SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
463KNew |
$21.1M - $21.6M
|
463K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
201K+ 33.02% |
$9.16M - $9.38M
|
810K
$38M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 418.15% |
$4.97M - $5.1M
|
135K
$6.35M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53.4KNew |
$2.43M - $2.49M
|
53.4K
$2.51M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 9.9% |
$633K - $648K
|
154K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.4KNew |
$428K - $439K
|
9.4K
$441K
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.85K+ 6.69% |
$266K - $273K
|
93.3K
$4.38M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
5.09K+ 49.61% |
$231K - $237K
|
15.3K
$720K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.24K+ 12.97% |
$193K - $198K
|
37K
$1.73M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
4.09K+ 15.25% |
$186K - $191K
|
30.9K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.74K+ 1.54% |
$170K - $174K
|
247K
$11.6M
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
3.6K+ 37.2% |
$164K - $168K
|
13.3K
$624K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 18.56% |
$126K - $129K
|
17.7K
$831K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.32KNew |
$60.2K - $61.7K
|
1.32K
$62.1K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.3K+ 30.56% |
$59K - $60.5K
|
5.54K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.21K+ 6.25% |
$55.1K - $56.5K
|
20.6K
$967K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
590New |
$26.9K - $27.5K
|
590
$27.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
381+ 0.99% |
$17.3K - $17.8K
|
38.9K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
224+ 0.99% |
$10.2K - $10.4K
|
22.9K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150New |
$6.83K - $7K
|
150
$7.04K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.07% |
$228 - $233
|
7.34K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35- 0.12% |
$1.59K - $1.63K
|
28.8K
$1.35M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 16.67% |
$4.55K - $4.67K
|
500
$23.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-184- 1.68% |
$8.38K - $8.58K
|
10.8K
$505K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-367- 1.55% |
$16.7K - $17.1K
|
23.4K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-771- 11.47% |
$35.1K - $36K
|
5.95K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.21K- 16.3% |
$55.3K - $56.6K
|
6.24K
$293K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.58K- 8.8% |
$71.7K - $73.5K
|
16.3K
$767K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.51K- 22.79% |
$160K - $164K
|
11.9K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3.91K- 14.62% |
$178K - $182K
|
22.8K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.98K- 30.91% |
$181K - $186K
|
8.9K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5K- 41.67% |
$228K - $233K
|
7K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.39K- 33.47% |
$245K - $251K
|
10.7K
$503K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5.75K- 16.81% |
$262K - $268K
|
28.5K
$1.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-23.3K- 19.32% |
$1.06M - $1.09M
|
97.4K
$4.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-26.3K- 20.25% |
$1.2M - $1.23M
|
104K
$4.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-27.9K- 62.68% |
$1.27M - $1.3M
|
16.6K
$781K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.5K- 10.43% |
$1.34M - $1.38M
|
253K
$11.9M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-62.3K- 92.65% |
$2.83M - $2.9M
|
4.94K
$232K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-304K- 72.76% |
$13.8M - $14.2M
|
114K
$5.35M
|