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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.25K+ 54.55% |
$333K - $342K
|
20.5K
$953K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.05K+ 4.99% |
$324K - $332K
|
148K
$6.88M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.99KNew |
$321K - $330K
|
6.99K
$324K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.85K+ 115.8% |
$315K - $323K
|
12.8K
$592K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.5KNew |
$299K - $307K
|
6.5K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.38K+ 9.23% |
$293K - $301K
|
75.4K
$3.5M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.25K+ 21.69% |
$288K - $295K
|
35.1K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
6.07K+ 13.49% |
$279K - $286K
|
51.1K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.05K+ 10.79% |
$278K - $285K
|
62.1K
$2.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.01K+ 21.36% |
$277K - $284K
|
34.1K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
5.91K+ 45.08% |
$272K - $279K
|
19K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.85K+ 1.94% |
$269K - $276K
|
307K
$14.2M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.76K+ 3.38% |
$265K - $272K
|
176K
$8.17M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.66K+ 3.18% |
$260K - $267K
|
183K
$8.51M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
5.63K+ 7.23% |
$259K - $266K
|
83.6K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$247K - $253K
|
5.37K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.17K+ 50.11% |
$238K - $244K
|
15.5K
$719K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.04KNew |
$232K - $238K
|
5.04K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.89K+ 2.48% |
$225K - $231K
|
202K
$9.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.69K+ 0.57% |
$216K - $221K
|
828K
$38.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.63KNew |
$213K - $218K
|
4.63K
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.62K+ 3.32% |
$212K - $218K
|
144K
$6.67M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.54K+ 2.88% |
$209K - $214K
|
162K
$7.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.5KNew |
$207K - $212K
|
4.5K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.81K+ 58.82% |
$175K - $180K
|
10.3K
$478K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.79K+ 3028.0% |
$174K - $179K
|
3.91K
$182K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6K+ 8.1% |
$166K - $170K
|
48.1K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 11.35% |
$160K - $164K
|
34K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.31K+ 1.37% |
$152K - $156K
|
246K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.23K+ 5.58% |
$148K - $152K
|
61K
$2.83M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.13K+ 1.59% |
$144K - $148K
|
200K
$9.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.97K+ 35.96% |
$137K - $140K
|
11.2K
$522K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.71K+ 12.01% |
$125K - $128K
|
25.3K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.67K+ 718.6% |
$123K - $126K
|
3.04K
$141K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.55K+ 42.69% |
$117K - $120K
|
8.53K
$396K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.33K+ 3.89% |
$107K - $110K
|
62.1K
$2.89M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.22K+ 8.34% |
$102K - $105K
|
28.8K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.01K+ 15.96% |
$92.5K - $94.9K
|
14.6K
$678K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 37.74% |
$92K - $94.4K
|
7.3K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.93KNew |
$88.6K - $90.9K
|
1.93K
$89.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 25.83% |
$80.6K - $82.7K
|
8.54K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.69K+ 12.29% |
$77.9K - $79.9K
|
15.5K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.64K+ 0.16% |
$75.6K - $77.5K
|
1.03M
$47.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.55K+ 2.93% |
$71.2K - $73K
|
54.3K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.53K+ 14.26% |
$70.6K - $72.4K
|
12.3K
$571K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.52K+ 17.81% |
$70K - $71.8K
|
10.1K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.43K+ 14.8% |
$65.6K - $67.3K
|
11.1K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.29K+ 17.66% |
$59.2K - $60.7K
|
8.57K
$398K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.28K+ 11.0% |
$59K - $60.5K
|
12.9K
$601K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.21KNew |
$55.4K - $56.9K
|
1.21K
$55.9K
|