Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
301KNew |
$13.8M - $14M
|
301K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
72.5K+ 8.95% |
$3.32M - $3.37M
|
883K
$41.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
60.8K+ 4599.39% |
$2.78M - $2.82M
|
62.1K
$2.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
31.6KNew |
$1.45M - $1.47M
|
31.6K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29.9KNew |
$1.37M - $1.39M
|
29.9K
$1.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
21.5KNew |
$984K - $999K
|
21.5K
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
11.2K+ 73.2% |
$514K - $522K
|
26.6K
$1.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.24KNew |
$377K - $383K
|
8.24K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.07KNew |
$369K - $375K
|
8.07K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.64K+ 3.01% |
$350K - $355K
|
261K
$12.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.35K+ 4.77% |
$337K - $342K
|
162K
$7.55M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
6.27K+ 20.31% |
$287K - $291K
|
37.1K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.74K+ 53.54% |
$262K - $266K
|
16.4K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.11KNew |
$234K - $237K
|
5.11K
$239K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
5K+ 28.26% |
$229K - $232K
|
22.7K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.79KNew |
$219K - $222K
|
4.79K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.82K+ 18.55% |
$175K - $177K
|
24.4K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.77K+ 10.21% |
$173K - $175K
|
40.7K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
3.41K+ 3.65% |
$156K - $158K
|
96.7K
$4.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
2.89K+ 12.37% |
$132K - $134K
|
26.2K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
987+ 0.95% |
$45.2K - $45.9K
|
105K
$4.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
618New |
$28.3K - $28.7K
|
618
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
470+ 8.06% |
$21.5K - $21.8K
|
6.3K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
391+ 1.0% |
$17.9K - $18.2K
|
39.3K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349New |
$16K - $16.2K
|
349
$16.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
229+ 1.0% |
$10.5K - $10.6K
|
23.1K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
136+ 2.46% |
$6.22K - $6.32K
|
5.67K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
60+ 33.71% |
$2.75K - $2.79K
|
238
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50New |
$2.29K - $2.32K
|
50
$2.34K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.68% |
$183 - $186
|
594
$27.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$137 - $139
|
6.24K
$292K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-47- 0.35% |
$2.15K - $2.18K
|
13.2K
$619K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-120- 1.35% |
$5.49K - $5.58K
|
8.78K
$410K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-394- 3.66% |
$18K - $18.3K
|
10.4K
$485K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-597- 3.65% |
$27.3K - $27.7K
|
15.7K
$736K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.27K- 5.56% |
$58K - $58.9K
|
21.5K
$1.01M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.9K- 39.55% |
$133K - $135K
|
4.44K
$208K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.46K- 12.17% |
$158K - $161K
|
25K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.87K- 29.28% |
$223K - $226K
|
11.8K
$550K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-12.2K- 12.52% |
$558K - $567K
|
85.2K
$3.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 13.57% |
$841K - $853K
|
117K
$5.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-23.1K- 9.35% |
$1.06M - $1.07M
|
224K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-101K- 88.75% |
$4.62M - $4.69M
|
12.8K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-391K- 84.43% |
$17.9M - $18.2M
|
72.1K
$3.37M
|