Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63.7K+ 48.67% |
$2.97M - $3.02M
|
195K
$9.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 109.04% |
$2.16M - $2.19M
|
88.7K
$4.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41.9KNew |
$1.96M - $1.99M
|
41.9K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.57K+ 8.83% |
$446K - $454K
|
118K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.25K+ 37.38% |
$105K - $107K
|
8.27K
$387K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
46+ 0.77% |
$2.14K - $2.18K
|
6.02K
$282K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 5.13% |
$56K - $56.9K
|
22.2K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.93K- 19.28% |
$89.8K - $91.3K
|
8.06K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.54K- 13.79% |
$165K - $168K
|
22.1K
$1.04M
|