Purchases and Sales Made in Q1 2022 in J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) during Q1 2022. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
203K+ 4706.5% |
$10.3M - $11M
|
207K
$9.55M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
166KNew |
$8.39M - $8.95M
|
166K
$7.64M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
152K+ 112.3% |
$7.71M - $8.22M
|
288K
$13.3M
|
|
|
May 05, 2022
Q1 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
130KNew |
$6.58M - $7.02M
|
130K
$6M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
127K+ 39.79% |
$6.41M - $6.84M
|
445K
$20.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 0.0% |
$5.36M - $5.71M
|
106K
$4.88M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
104KNew |
$5.28M - $5.63M
|
104K
$4.81M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92.6K+ 201.94% |
$4.69M - $5M
|
138K
$6.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
82.1K+ 424.37% |
$4.16M - $4.43M
|
101K
$4.68M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60.5K+ 71.31% |
$3.07M - $3.27M
|
145K
$6.71M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.8K+ 5.1% |
$2.78M - $2.96M
|
1.13M
$52.1M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.3K+ 977.26% |
$2.19M - $2.34M
|
47.7K
$2.2M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1K+ 26.51% |
$918K - $979K
|
86.6K
$3.99M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
17.4K+ 3.71% |
$879K - $937K
|
485K
$22.4M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
13.3KNew |
$673K - $718K
|
13.3K
$613K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
12.9K+ 7.94% |
$655K - $698K
|
176K
$8.1M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$639K - $681K
|
12.6K
$582K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
11.4K+ 210.65% |
$577K - $615K
|
16.8K
$775K
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.2KNew |
$568K - $605K
|
11.2K
$517K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 1.95% |
$341K - $363K
|
352K
$16.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
5.77KNew |
$292K - $311K
|
5.77K
$266K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.17K+ 54.49% |
$262K - $279K
|
14.7K
$676K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.04K+ 39.73% |
$255K - $272K
|
17.7K
$818K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.59K+ 212.94% |
$232K - $248K
|
6.75K
$311K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.58KNew |
$232K - $247K
|
4.58K
$211K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.47KNew |
$226K - $241K
|
4.47K
$206K
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
4.22K+ 7.87% |
$214K - $228K
|
57.9K
$2.67M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.09K+ 23.07% |
$207K - $221K
|
21.8K
$1.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
2.64K+ 2.4% |
$134K - $143K
|
113K
$5.2M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
997+ 22.84% |
$50.5K - $53.8K
|
5.36K
$247K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
654+ 12.3% |
$33.1K - $35.3K
|
5.97K
$275K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
458+ 0.49% |
$23.2K - $24.7K
|
93K
$4.29M
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
250+ 1.35% |
$12.7K - $13.5K
|
18.8K
$866K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
250New |
$12.7K - $13.5K
|
250
$11.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
205New |
$10.4K - $11.1K
|
205
$9.45K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16New |
$810 - $864
|
16
$738
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3+ 0.04% |
$152 - $162
|
6.9K
$318K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-78Closed |
$3.95K - $4.21K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-276- 3.09% |
$14K - $14.9K
|
8.66K
$399K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-305Closed |
$15.4K - $16.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-442Closed |
$22.4K - $23.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-488- 1.49% |
$24.7K - $26.3K
|
32.3K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-852- 98.16% |
$43.1K - $46K
|
16
$738
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.2KClosed |
$60.9K - $64.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2.18K- 12.18% |
$110K - $118K
|
15.7K
$726K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5K- 8.66% |
$253K - $270K
|
52.7K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.63K- 12.85% |
$487K - $520K
|
65.3K
$3.01M
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-110K- 72.14% |
$5.55M - $5.91M
|
42.3K
$1.95M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-138K- 56.64% |
$7M - $7.46M
|
106K
$4.88M
|