Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
124KNew |
$5.55M - $5.78M
|
124K
$5.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
85.8KNew |
$3.85M - $4.01M
|
85.8K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.5KNew |
$3.52M - $3.67M
|
78.5K
$3.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
75.7K+ 57.87% |
$3.39M - $3.54M
|
206K
$9.65M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
68.7K+ 8.47% |
$3.08M - $3.21M
|
879K
$41.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
42.3K+ 154.33% |
$1.9M - $1.98M
|
69.7K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39K+ 18.21% |
$1.75M - $1.82M
|
253K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
28.9KNew |
$1.3M - $1.35M
|
28.9K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
27.9KNew |
$1.25M - $1.3M
|
27.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
24.1KNew |
$1.08M - $1.13M
|
24.1K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
23.6K+ 2.73% |
$1.06M - $1.1M
|
888K
$41.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.8K+ 4.17% |
$1.02M - $1.06M
|
569K
$26.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19.6K+ 33.5% |
$880K - $917K
|
78.2K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 5.18% |
$705K - $734K
|
319K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.6K+ 18.48% |
$652K - $680K
|
93.3K
$4.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
14.2KNew |
$635K - $662K
|
14.2K
$662K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
9.82K+ 23.06% |
$440K - $459K
|
52.4K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
8.57K+ 39.7% |
$384K - $400K
|
30.1K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.88KNew |
$353K - $368K
|
7.88K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.57K+ 145.46% |
$340K - $354K
|
12.8K
$598K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.45K+ 55.05% |
$245K - $255K
|
15.4K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.95KNew |
$222K - $231K
|
4.95K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.9K+ 17.56% |
$220K - $229K
|
32.8K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.38K+ 0.69% |
$107K - $111K
|
349K
$16.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 30.72% |
$80.1K - $83.5K
|
7.61K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.55K+ 6.65% |
$69.7K - $72.6K
|
24.9K
$1.17M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 4.84% |
$53.6K - $55.8K
|
25.9K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$22.4K - $23.4K
|
500
$23.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
262+ 1.12% |
$11.7K - $12.2K
|
23.6K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33+ 18.23% |
$1.48K - $1.54K
|
214
$10K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$44.8 - $46.7
|
1
$46.8
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-190- 0.87% |
$8.52K - $8.88K
|
21.6K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-298- 0.28% |
$13.4K - $13.9K
|
106K
$4.95M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-448- 1.01% |
$20.1K - $20.9K
|
44.1K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-705- 2.72% |
$31.6K - $32.9K
|
25.2K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.51K- 17.21% |
$67.7K - $70.5K
|
7.27K
$340K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.57K- 2.1% |
$70.4K - $73.4K
|
73.3K
$3.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.72K- 13.41% |
$77.3K - $80.5K
|
11.1K
$520K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.75K- 34.13% |
$78.4K - $81.7K
|
3.38K
$158K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.01K- 11.55% |
$90K - $93.8K
|
15.4K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.11K- 29.9% |
$140K - $145K
|
7.3K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.04K- 16.82% |
$271K - $282K
|
29.9K
$1.4M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-7.85K- 54.58% |
$352K - $367K
|
6.53K
$305K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.96K- 23.88% |
$357K - $372K
|
25.4K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-10.1K- 2.6% |
$455K - $474K
|
380K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.3K- 13.91% |
$1.23M - $1.28M
|
169K
$7.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-37.7K- 60.84% |
$1.69M - $1.76M
|
24.3K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106K- 63.41% |
$4.75M - $4.95M
|
61.1K
$2.86M
|