Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
609KNew |
$27.3M - $28.1M
|
609K
$28.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
382K+ 335.27% |
$17.1M - $17.6M
|
496K
$23.3M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
266K+ 1598.5% |
$12M - $12.3M
|
283K
$13.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
150KNew |
$6.73M - $6.92M
|
150K
$7.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
44.6KNew |
$2M - $2.05M
|
44.6K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
26.7KNew |
$1.2M - $1.23M
|
26.7K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.4KNew |
$870K - $893K
|
19.4K
$910K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1KNew |
$722K - $742K
|
16.1K
$756K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.7K+ 150.96% |
$705K - $724K
|
26.1K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
15.5KNew |
$696K - $715K
|
15.5K
$728K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
14.9KNew |
$670K - $688K
|
14.9K
$701K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
8.23K+ 44.34% |
$369K - $379K
|
26.8K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.83KNew |
$306K - $315K
|
6.83K
$320K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.79KNew |
$305K - $313K
|
6.79K
$319K
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
6.4KNew |
$287K - $295K
|
6.4K
$300K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
5.83KNew |
$262K - $269K
|
5.83K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.24KNew |
$190K - $195K
|
4.24K
$199K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.4K+ 35.81% |
$152K - $156K
|
12.9K
$604K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3KNew |
$135K - $138K
|
3K
$141K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.62K+ 37.04% |
$117K - $121K
|
9.68K
$455K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.47K+ 8.18% |
$111K - $114K
|
32.7K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
600New |
$26.9K - $27.7K
|
600
$28.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
317+ 0.83% |
$14.2K - $14.6K
|
38.5K
$1.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
186+ 0.83% |
$8.35K - $8.57K
|
22.6K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
179+ 1.78% |
$8.03K - $8.25K
|
10.2K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
178New |
$7.99K - $8.2K
|
178
$8.36K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15+ 0.08% |
$673 - $691
|
17.9K
$841K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-153- 0.53% |
$6.87K - $7.05K
|
28.9K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-171- 1.1% |
$7.67K - $7.88K
|
15.4K
$722K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-761- 6.5% |
$34.1K - $35.1K
|
11K
$514K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-816- 9.87% |
$36.6K - $37.6K
|
7.45K
$350K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-952- 3.86% |
$42.7K - $43.9K
|
23.7K
$1.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.16K- 47.41% |
$52.1K - $53.5K
|
1.29K
$60.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.95K- 1.37% |
$87.6K - $90K
|
140K
$6.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2K- 14.29% |
$89.7K - $92.2K
|
12K
$563K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-2.04K- 2.94% |
$91.3K - $93.8K
|
67.2K
$3.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.09K- 2.33% |
$93.8K - $96.3K
|
87.4K
$4.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-4.33K- 3.23% |
$194K - $200K
|
130K
$6.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.56K- 43.12% |
$250K - $256K
|
7.34K
$344K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.22K- 17.42% |
$324K - $333K
|
34.2K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-8.18K- 54.89% |
$367K - $377K
|
6.72K
$316K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50.2K- 17.12% |
$2.25M - $2.32M
|
243K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-56.9K- 32.03% |
$2.55M - $2.62M
|
121K
$5.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-125K- 10.86% |
$5.6M - $5.75M
|
1.02M
$48.1M
|