Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
798K+ 6227.05% |
$36.1M - $36.7M
|
811K
$38.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
546KNew |
$24.7M - $25.1M
|
546K
$25.6M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
390KNew |
$17.6M - $17.9M
|
390K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
124K+ 172.45% |
$5.63M - $5.72M
|
197K
$9.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
78.7KNew |
$3.56M - $3.62M
|
78.7K
$3.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
45.1K+ 14.97% |
$2.04M - $2.08M
|
347K
$16.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.1K+ 16.11% |
$1.9M - $1.94M
|
303K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
27.9KNew |
$1.26M - $1.28M
|
27.9K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
27K+ 85.37% |
$1.22M - $1.24M
|
58.6K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 11.81% |
$625K - $635K
|
131K
$6.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.91KNew |
$448K - $456K
|
9.91K
$465K
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
6.3KNew |
$285K - $290K
|
6.3K
$296K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.62K+ 47.76% |
$254K - $258K
|
17.4K
$816K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.46K+ 3.38% |
$247K - $251K
|
167K
$7.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
5.44K+ 14.63% |
$246K - $250K
|
42.6K
$2M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.3K+ 32.48% |
$195K - $198K
|
17.5K
$823K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.8K+ 9.32% |
$172K - $175K
|
44.5K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.47K+ 11.61% |
$157K - $160K
|
33.4K
$1.57M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2K+ 8.81% |
$90.5K - $92K
|
24.7K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.6K+ 1.53% |
$72.4K - $73.6K
|
106K
$4.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29KNew |
$58.3K - $59.2K
|
1.29K
$60.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
1.16K+ 4.4% |
$52.3K - $53.1K
|
27.4K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
900+ 3.6% |
$40.7K - $41.4K
|
25.9K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
707+ 13.83% |
$32K - $32.5K
|
5.82K
$273K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
233+ 1.01% |
$10.5K - $10.7K
|
23.3K
$1.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
218+ 1.01% |
$9.86K - $10K
|
21.8K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
181New |
$8.19K - $8.33K
|
181
$8.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
73+ 0.34% |
$3.3K - $3.36K
|
21.6K
$1.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
41+ 0.4% |
$1.86K - $1.89K
|
10.4K
$489K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.11% |
$226 - $230
|
4.44K
$209K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-23- 0.48% |
$1.04K - $1.06K
|
4.77K
$224K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-106- 0.17% |
$4.8K - $4.88K
|
62K
$2.91M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-549- 9.68% |
$24.8K - $25.3K
|
5.12K
$241K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-970- 11.77% |
$43.9K - $44.6K
|
7.27K
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 16.54% |
$46.7K - $47.5K
|
5.21K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.89K- 18.38% |
$131K - $133K
|
12.9K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.18K- 39.4% |
$144K - $146K
|
4.89K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-3.19K- 12.02% |
$144K - $147K
|
23.4K
$1.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.42K- 8.69% |
$155K - $157K
|
35.9K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-9.87K- 4.41% |
$447K - $454K
|
214K
$10M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-11.8K- 13.89% |
$536K - $545K
|
73.4K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-18.5K- 2.09% |
$836K - $850K
|
864K
$40.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-21.9K- 22.6% |
$989K - $1.01M
|
74.8K
$3.51M
|