Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
677KNew |
$31M - $31.5M
|
677K
$31.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
134K+ 14.07% |
$6.12M - $6.21M
|
1.08M
$50.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
67.8K+ 382.51% |
$3.1M - $3.15M
|
85.5K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
64.4K+ 38.03% |
$2.95M - $2.99M
|
234K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
61.8K+ 6.96% |
$2.83M - $2.87M
|
950K
$44.4M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
49.5KNew |
$2.27M - $2.3M
|
49.5K
$2.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
29.7K+ 44.25% |
$1.36M - $1.38M
|
96.7K
$4.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29K+ 28.24% |
$1.33M - $1.35M
|
132K
$6.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.4K+ 25.21% |
$1.16M - $1.18M
|
126K
$5.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
24.6K+ 35.24% |
$1.13M - $1.14M
|
94.2K
$4.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
24.1KNew |
$1.11M - $1.12M
|
24.1K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
22K+ 26.51% |
$1.01M - $1.02M
|
105K
$4.91M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
16.5K+ 30.04% |
$758K - $769K
|
71.6K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 51.8% |
$700K - $710K
|
44.8K
$2.09M
|
|
|
Aug 05, 2024
Q2 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
12.4K+ 2.75% |
$569K - $577K
|
464K
$21.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.79K+ 54.53% |
$403K - $409K
|
24.9K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
8.57K+ 38.3% |
$393K - $398K
|
31K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
6.71K+ 3.47% |
$307K - $312K
|
200K
$9.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.25KNew |
$241K - $244K
|
5.25K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4.03K+ 1.15% |
$185K - $187K
|
353K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.15K+ 11.68% |
$144K - $146K
|
30.1K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2.36K+ 15.95% |
$108K - $110K
|
17.2K
$803K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.75K+ 1.63% |
$80.4K - $81.5K
|
109K
$5.11M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.27K+ 2.29% |
$58.1K - $59K
|
56.7K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05K+ 0.07% |
$47.9K - $48.6K
|
1.52M
$71.3M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
850+ 9.31% |
$38.9K - $39.5K
|
9.98K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
467+ 5.86% |
$21.4K - $21.7K
|
8.44K
$394K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
430+ 6.83% |
$19.7K - $20K
|
6.73K
$315K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
355+ 1.18% |
$16.3K - $16.5K
|
30.5K
$1.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
281+ 1.18% |
$12.9K - $13.1K
|
24.1K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
256+ 1.17% |
$11.7K - $11.9K
|
22.1K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
255+ 1.68% |
$11.7K - $11.8K
|
15.4K
$720K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
246+ 4.97% |
$11.3K - $11.4K
|
5.2K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100New |
$4.58K - $4.65K
|
100
$4.68K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
94+ 1.18% |
$4.31K - $4.37K
|
8.06K
$377K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57+ 0.98% |
$2.61K - $2.65K
|
5.86K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.8 - $46.5
|
1
$46.8
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-145- 1.55% |
$6.64K - $6.74K
|
9.24K
$432K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-169- 2.24% |
$7.74K - $7.85K
|
7.39K
$345K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-275- 4.48% |
$12.6K - $12.8K
|
5.87K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-615- 2.32% |
$28.2K - $28.6K
|
26K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 2.91% |
$48.5K - $49.2K
|
35.4K
$1.65M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.26K- 86.18% |
$149K - $152K
|
523
$24.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-3.78K- 14.35% |
$173K - $176K
|
22.5K
$1.05M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-7.85K- 54.58% |
$360K - $365K
|
6.53K
$305K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-8.71K- 12.05% |
$399K - $405K
|
63.5K
$2.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.09K- 38.51% |
$417K - $422K
|
14.5K
$679K
|