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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.99K- 24.32% |
$184K - $188K
|
12.4K
$577K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.23K- 5.96% |
$195K - $200K
|
66.8K
$3.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-5.03K- 19.08% |
$231K - $237K
|
21.3K
$990K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.96K- 0.46% |
$274K - $281K
|
1.28M
$59.5M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-6.72K- 26.75% |
$309K - $317K
|
18.4K
$855K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-7.83K- 0.72% |
$360K - $369K
|
1.07M
$49.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-8.86K- 52.75% |
$408K - $418K
|
7.94K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-9.39K- 9.58% |
$432K - $443K
|
88.6K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 33.17% |
$465K - $477K
|
20.4K
$945K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-10.4K- 33.73% |
$478K - $491K
|
20.4K
$948K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-10.7K- 3.39% |
$493K - $506K
|
306K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12.5K- 3.85% |
$573K - $587K
|
311K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-12.9K- 4.0% |
$594K - $610K
|
310K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14K- 13.73% |
$645K - $662K
|
88.1K
$4.09M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.4K- 29.41% |
$707K - $725K
|
36.9K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-16.2K- 5.32% |
$746K - $765K
|
288K
$13.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-19.5K- 11.0% |
$896K - $919K
|
158K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.4KClosed |
$936K - $960K
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.7K- 13.92% |
$1.04M - $1.07M
|
140K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-23.8K- 17.02% |
$1.09M - $1.12M
|
116K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-25.2K- 12.33% |
$1.16M - $1.19M
|
179K
$8.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-29.8K- 8.88% |
$1.37M - $1.41M
|
306K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-38.9K- 62.86% |
$1.79M - $1.84M
|
23K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-39.2K- 60.26% |
$1.8M - $1.85M
|
25.8K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-39.5K- 58.35% |
$1.82M - $1.86M
|
28.2K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-85.1K- 23.4% |
$3.92M - $4.02M
|
279K
$12.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-95.8K- 62.04% |
$4.41M - $4.52M
|
58.6K
$2.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-96.8K- 48.92% |
$4.45M - $4.57M
|
101K
$4.69M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-108K- 62.16% |
$4.96M - $5.09M
|
65.7K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-116K- 36.41% |
$5.34M - $5.47M
|
203K
$9.41M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-227K- 43.29% |
$10.4M - $10.7M
|
297K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-426K- 5.85% |
$19.6M - $20.1M
|
6.85M
$318M
|