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 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.18K+ 19.34% |
$54.2K - $55.6K
|
7.27K
$339K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
1.13K+ 2.06% |
$52.2K - $53.5K
|
56.2K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
954+ 2.32% |
$43.9K - $45K
|
42.1K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
676+ 50.6% |
$31.1K - $31.9K
|
2.01K
$93.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
645+ 99.23% |
$29.7K - $30.4K
|
1.3K
$60.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
607+ 3.35% |
$27.9K - $28.6K
|
18.7K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
514New |
$23.6K - $24.3K
|
514
$24K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
483+ 1.34% |
$22.2K - $22.8K
|
36.5K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
464+ 4.97% |
$21.3K - $21.9K
|
9.81K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
434+ 5.69% |
$20K - $20.5K
|
8.06K
$376K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
389New |
$17.9K - $18.4K
|
389
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
386+ 1.64% |
$17.8K - $18.2K
|
24K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
355+ 6.8% |
$16.3K - $16.7K
|
5.58K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
283New |
$13K - $13.4K
|
283
$13.2K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
254+ 1.38% |
$11.7K - $12K
|
18.7K
$871K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
208+ 3.5% |
$9.57K - $9.81K
|
6.15K
$287K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
159New |
$7.31K - $7.5K
|
159
$7.41K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
150+ 3.26% |
$6.9K - $7.08K
|
4.75K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
109+ 0.45% |
$5.01K - $5.14K
|
24.4K
$1.14M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
70+ 2.47% |
$3.22K - $3.3K
|
2.9K
$135K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 1.23% |
$2.53K - $2.59K
|
4.51K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
46+ 0.76% |
$2.12K - $2.17K
|
6.08K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 1.16% |
$1.15K - $1.18K
|
2.17K
$101K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
19+ 3.51% |
$874 - $896
|
561
$26.2K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$46 - $47.2
|
1
$46.6
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$46 - $47.2
|
1
$46.6
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-16- 0.34% |
$736 - $755
|
4.73K
$220K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-27- 28.42% |
$1.24K - $1.27K
|
68
$3.17K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-43- 0.1% |
$1.98K - $2.03K
|
44.2K
$2.06M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-43- 0.87% |
$1.98K - $2.03K
|
4.91K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-55- 33.95% |
$2.53K - $2.59K
|
107
$4.99K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-91- 1.9% |
$4.19K - $4.29K
|
4.71K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-108- 15.98% |
$4.97K - $5.1K
|
568
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-204- 2.39% |
$9.38K - $9.62K
|
8.33K
$389K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-216- 4.29% |
$9.94K - $10.2K
|
4.82K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-282- 4.91% |
$13K - $13.3K
|
5.46K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-449- 6.15% |
$20.7K - $21.2K
|
6.85K
$319K
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-606- 3.13% |
$27.9K - $28.6K
|
18.8K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-667- 8.17% |
$30.7K - $31.5K
|
7.5K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-785- 0.02% |
$36.1K - $37K
|
3.24M
$151M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-812- 5.88% |
$37.4K - $38.3K
|
13K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.28K- 7.03% |
$58.9K - $60.4K
|
16.9K
$789K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.54K- 21.74% |
$70.7K - $72.6K
|
5.54K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.65K- 22.54% |
$75.9K - $77.8K
|
5.67K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.04K- 10.66% |
$93.9K - $96.3K
|
17.1K
$798K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-3.1K- 72.71% |
$142K - $146K
|
1.16K
$54.2K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.22K- 1.29% |
$148K - $152K
|
247K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.68K- 7.69% |
$169K - $174K
|
44.2K
$2.06M
|