Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.52M+ 711792.06% |
$70.3M - $71.2M
|
1.52M
$71.5M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
193KNew |
$8.92M - $9.04M
|
193K
$9.08M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
101KNew |
$4.65M - $4.71M
|
101K
$4.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
83.6K+ 97.43% |
$3.86M - $3.91M
|
169K
$7.96M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
72.3KNew |
$3.33M - $3.38M
|
72.3K
$3.39M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
71.4K+ 18.79% |
$3.29M - $3.34M
|
451K
$21.2M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
70K+ 7.96% |
$3.23M - $3.27M
|
949K
$44.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
54.2K+ 187.38% |
$2.5M - $2.53M
|
83.1K
$3.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.5K+ 22.53% |
$2.15M - $2.17M
|
253K
$11.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 288.95% |
$1.89M - $1.91M
|
55.1K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
36.9K+ 122.37% |
$1.7M - $1.72M
|
67K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
36.4KNew |
$1.68M - $1.7M
|
36.4K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
22.4KNew |
$1.03M - $1.05M
|
22.4K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
15.5K+ 29.65% |
$717K - $726K
|
67.9K
$3.19M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.9K+ 5.48% |
$640K - $648K
|
267K
$12.5M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$634K - $642K
|
13.7K
$645K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.3K+ 25.72% |
$523K - $530K
|
55.4K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.3K+ 9.97% |
$429K - $435K
|
103K
$4.82M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.13KNew |
$421K - $427K
|
9.13K
$429K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.8KNew |
$268K - $271K
|
5.8K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.22K+ 21.5% |
$241K - $244K
|
29.5K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.37K+ 18.51% |
$109K - $111K
|
15.1K
$711K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.78K+ 1.68% |
$82.2K - $83.3K
|
108K
$5.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.59K+ 6.28% |
$73.6K - $74.5K
|
27K
$1.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
763+ 4.97% |
$35.2K - $35.7K
|
16.1K
$757K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
425+ 1.64% |
$19.6K - $19.9K
|
26.3K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
410+ 12.15% |
$18.9K - $19.2K
|
3.79K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
364+ 4.79% |
$16.8K - $17K
|
7.97K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
327+ 1.1% |
$15.1K - $15.3K
|
30.2K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
258+ 3.53% |
$11.9K - $12.1K
|
7.56K
$355K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
258+ 1.09% |
$11.9K - $12.1K
|
23.8K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
237+ 1.1% |
$10.9K - $11.1K
|
21.8K
$1.02M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
202New |
$9.32K - $9.44K
|
202
$9.48K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
86+ 1.09% |
$3.97K - $4.02K
|
7.96K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 12.61% |
$1.38K - $1.4K
|
268
$12.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-5- -0.0% |
$231 - $234
|
349K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-104- 0.01% |
$4.8K - $4.86K
|
888K
$41.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-567- 3.69% |
$26.2K - $26.5K
|
14.8K
$695K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1K- 1.37% |
$46.2K - $46.8K
|
72.3K
$3.39M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.13K- 15.49% |
$51.9K - $52.6K
|
6.14K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.58K- 6.27% |
$72.9K - $73.9K
|
23.6K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.91K- 53.08% |
$273K - $276K
|
5.22K
$245K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41K- 12.85% |
$1.89M - $1.92M
|
278K
$13M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.7K- 84.65% |
$2.39M - $2.42M
|
9.38K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-63.6K- 80.98% |
$2.93M - $2.97M
|
14.9K
$701K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-97.3K- 78.55% |
$4.49M - $4.55M
|
26.6K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-152K- 89.53% |
$6.99M - $7.08M
|
17.7K
$832K
|