Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
427KNew |
$20.1M - $21.7M
|
427K
$19.8M
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
201KNew |
$9.46M - $10.2M
|
201K
$9.33M
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
189KNew |
$8.87M - $9.6M
|
189K
$8.76M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
163K+ 175.37% |
$7.67M - $8.3M
|
256K
$11.9M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
160KNew |
$7.54M - $8.15M
|
160K
$7.44M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
157K+ 329.11% |
$7.39M - $7.99M
|
205K
$9.5M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
138K+ 130.61% |
$6.5M - $7.03M
|
244K
$11.3M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
138K+ 130.61% |
$6.5M - $7.03M
|
244K
$11.3M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
119KNew |
$5.59M - $6.04M
|
119K
$5.51M
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
101KNew |
$4.76M - $5.15M
|
101K
$4.7M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
85.5K+ 11128.78% |
$4.02M - $4.35M
|
86.2K
$4M
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
74.7KNew |
$3.51M - $3.8M
|
74.7K
$3.47M
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
60.5K+ 13.59% |
$2.85M - $3.08M
|
505K
$23.5M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
57.5KNew |
$2.71M - $2.93M
|
57.5K
$2.67M
|
|
Jul 27, 2022
Q2 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
44.6K+ 34.32% |
$2.1M - $2.27M
|
175K
$8.11M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
28.5KNew |
$1.34M - $1.45M
|
28.5K
$1.32M
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
27.3K+ 64.55% |
$1.29M - $1.39M
|
69.6K
$3.23M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24.5K+ 24.18% |
$1.15M - $1.25M
|
126K
$5.85M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
23.1KNew |
$1.09M - $1.18M
|
23.1K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
23.1KNew |
$1.09M - $1.18M
|
23.1K
$1.07M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
21.1K+ 2750.13% |
$991K - $1.07M
|
21.8K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4KNew |
$724K - $783K
|
15.4K
$715K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.1K+ 281.54% |
$710K - $768K
|
20.5K
$950K
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
12.4K+ 93.66% |
$586K - $634K
|
25.7K
$1.2M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.22K+ 14.13% |
$434K - $469K
|
74.5K
$3.46M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8.27KNew |
$389K - $421K
|
8.27K
$384K
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.08K+ 7.76% |
$380K - $411K
|
112K
$5.21M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.06K+ 0.71% |
$379K - $410K
|
1.14M
$52.9M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.27KNew |
$342K - $370K
|
7.27K
$338K
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.36K+ 10.17% |
$252K - $273K
|
58.1K
$2.7M
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.99KNew |
$235K - $254K
|
4.99K
$232K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
4.62KNew |
$218K - $235K
|
4.62K
$215K
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2.93K+ 9.06% |
$138K - $149K
|
35.2K
$1.64M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
2.77K+ 31.95% |
$130K - $141K
|
11.4K
$530K
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
1.63K+ 2.81% |
$76.5K - $82.7K
|
59.5K
$2.76M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4K+ 8.59% |
$65.8K - $71.1K
|
17.7K
$821K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.12KNew |
$52.7K - $57K
|
1.12K
$52K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
752+ 4700.0% |
$35.4K - $38.3K
|
768
$35.7K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
544New |
$25.6K - $27.7K
|
544
$25.3K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
485New |
$22.8K - $24.7K
|
485
$22.5K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
187New |
$8.8K - $9.52K
|
187
$8.68K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
52+ 173.33% |
$2.45K - $2.65K
|
82
$3.81K
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
38+ 5.09% |
$1.79K - $1.93K
|
784
$36.4K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.27% |
$753 - $814
|
5.99K
$278K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$47.1 - $50.9
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-16Closed |
$753 - $814
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 13.33% |
$4.71K - $5.09K
|
650
$30.2K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-205Closed |
$9.65K - $10.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$11.8K - $12.7K
|
0
$0
|