Purchases and Sales Made in Q1 2024 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 2024. 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 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
867KNew |
$39.9M - $40.9M
|
867K
$40.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
843KNew |
$38.8M - $39.8M
|
843K
$39.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
696K+ 67.48% |
$32M - $32.8M
|
1.73M
$80.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
643K+ 85.36% |
$29.6M - $30.3M
|
1.4M
$65.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
627KNew |
$28.8M - $29.6M
|
627K
$29.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
604KNew |
$27.8M - $28.5M
|
604K
$28.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
465K+ 121.37% |
$21.4M - $21.9M
|
848K
$39.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
440KNew |
$20.2M - $20.8M
|
440K
$20.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
406K+ 1569.07% |
$18.7M - $19.1M
|
431K
$20.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
390KNew |
$18M - $18.4M
|
390K
$18.2M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
275K+ 94456.7% |
$12.6M - $13M
|
275K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
247K+ 39.92% |
$11.4M - $11.7M
|
866K
$40.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
236K+ 28.94% |
$10.9M - $11.1M
|
1.05M
$49M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
226K+ 40.57% |
$10.4M - $10.7M
|
783K
$36.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
225K+ 42.44% |
$10.3M - $10.6M
|
754K
$35.1M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
207K+ 21.72% |
$9.53M - $9.77M
|
1.16M
$54.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
204KNew |
$9.38M - $9.62M
|
204K
$9.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
196K+ 513.35% |
$9M - $9.23M
|
234K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
189K+ 17.94% |
$8.69M - $8.91M
|
1.24M
$57.9M
|
|
|
Dec 03, 2024
Q1 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
186KNew |
$8.56M - $8.78M
|
186K
$8.67M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
182K+ 3780.45% |
$8.37M - $8.59M
|
187K
$8.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
179K+ 21.4% |
$8.25M - $8.47M
|
1.02M
$47.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
175K+ 7.56% |
$8.06M - $8.26M
|
2.49M
$116M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
155K+ 18.84% |
$7.11M - $7.29M
|
975K
$45.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 32.4% |
$6.17M - $6.33M
|
548K
$25.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
133KNew |
$6.1M - $6.26M
|
133K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 16.24% |
$5.32M - $5.45M
|
828K
$38.6M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 16.24% |
$5.32M - $5.45M
|
828K
$38.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
105K+ 87.18% |
$4.85M - $4.97M
|
226K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
90K+ 123.63% |
$4.14M - $4.25M
|
163K
$7.59M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
89.1K+ 26.78% |
$4.1M - $4.2M
|
422K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
88KNew |
$4.05M - $4.15M
|
88K
$4.1M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
87.5K+ 1563.56% |
$4.03M - $4.13M
|
93.1K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
86.2K+ 224.15% |
$3.97M - $4.07M
|
125K
$5.82M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
85.1K+ 14.02% |
$3.92M - $4.02M
|
692K
$32.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
71K+ 523.78% |
$3.27M - $3.35M
|
84.6K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
70.9K+ 14.8% |
$3.26M - $3.34M
|
550K
$25.6M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
67KNew |
$3.08M - $3.16M
|
67K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
66.9K+ 19.13% |
$3.08M - $3.15M
|
416K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
64.2K+ 90.79% |
$2.95M - $3.03M
|
135K
$6.29M
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
59KNew |
$2.71M - $2.78M
|
59K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
58K+ 143.23% |
$2.67M - $2.74M
|
98.6K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.1K+ 121.01% |
$2.58M - $2.65M
|
102K
$4.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
54.5K+ 65.77% |
$2.51M - $2.57M
|
137K
$6.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
54K+ 17.23% |
$2.49M - $2.55M
|
368K
$17.1M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
53.8KNew |
$2.48M - $2.54M
|
53.8K
$2.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
52.8KNew |
$2.43M - $2.49M
|
52.8K
$2.46M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
45.7K+ 48.22% |
$2.1M - $2.15M
|
140K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
44KNew |
$2.03M - $2.08M
|
44K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
43.9K+ 13.52% |
$2.02M - $2.07M
|
368K
$17.2M
|