Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.06K+ 7.43% |
$370K - $386K
|
117K
$5.4M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.49K+ 140.19% |
$298K - $311K
|
11.1K
$515K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.95K+ 59.1% |
$273K - $285K
|
16K
$742K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.62KNew |
$258K - $269K
|
5.62K
$260K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.46K+ 32.51% |
$250K - $262K
|
22.3K
$1.03M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.58KNew |
$210K - $219K
|
4.58K
$212K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.54KNew |
$208K - $217K
|
4.54K
$210K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.36KNew |
$200K - $209K
|
4.36K
$202K
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.83K+ 34.49% |
$176K - $184K
|
14.9K
$692K
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.3K+ 10.72% |
$151K - $158K
|
34.1K
$1.58M
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
3.28K+ 5.99% |
$151K - $157K
|
58.1K
$2.69M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.81K+ 4.59% |
$129K - $135K
|
64.2K
$2.97M
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
2.81K+ 3.44% |
$129K - $135K
|
84.6K
$3.92M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
2.76K+ 16.7% |
$127K - $132K
|
19.3K
$894K
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$119K - $124K
|
2.6K
$120K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.5K+ 107.99% |
$115K - $120K
|
4.82K
$223K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.33K+ 47.39% |
$107K - $112K
|
7.24K
$336K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.3K+ 47.55% |
$105K - $110K
|
7.13K
$330K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.23KNew |
$102K - $107K
|
2.23K
$103K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 17.17% |
$73.2K - $76.5K
|
10.9K
$505K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.5K+ 114.07% |
$68.8K - $71.8K
|
2.82K
$130K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.48K+ 13.41% |
$67.8K - $70.8K
|
12.5K
$579K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.36K+ 21.84% |
$62.3K - $65K
|
7.58K
$351K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.31K+ 6.38% |
$60.2K - $62.9K
|
21.9K
$1.01M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.26K+ 6.45% |
$57.8K - $60.4K
|
20.8K
$965K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.19K+ 41.0% |
$54.6K - $57K
|
4.1K
$190K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.16KNew |
$53.3K - $55.6K
|
1.16K
$53.8K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610New |
$28K - $29.2K
|
610
$28.3K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
561+ 10.07% |
$25.7K - $26.9K
|
6.13K
$284K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
295+ 5.16% |
$13.5K - $14.1K
|
6.01K
$279K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
108+ 13.55% |
$4.95K - $5.17K
|
905
$41.9K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
29New |
$1.33K - $1.39K
|
29
$1.34K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23New |
$1.05K - $1.1K
|
23
$1.07K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 1.04% |
$367 - $383
|
777
$36K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46- 0.73% |
$2.11K - $2.2K
|
6.28K
$291K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-92- 0.52% |
$4.22K - $4.41K
|
17.7K
$821K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-122- 0.9% |
$5.59K - $5.84K
|
13.4K
$620K
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-141- 3.12% |
$6.46K - $6.75K
|
4.37K
$203K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-311- 6.01% |
$14.3K - $14.9K
|
4.87K
$226K
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-797- 0.25% |
$36.5K - $38.2K
|
324K
$15M
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 0.33% |
$58.4K - $61.1K
|
386K
$17.9M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.3K- 5.34% |
$59.6K - $62.3K
|
23.1K
$1.07M
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.35K- 4.31% |
$62K - $64.7K
|
30K
$1.39M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.39K- 1.54% |
$63.9K - $66.7K
|
89.1K
$4.13M
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.42K- 6.19% |
$65K - $68K
|
21.5K
$996K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 6.19% |
$65K - $68K
|
21.5K
$996K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.68K- 9.49% |
$77K - $80.5K
|
16K
$742K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.79K- 2.06% |
$82K - $85.7K
|
85.2K
$3.95M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.49KClosed |
$114K - $119K
|
0
$0
|