Purchases and Sales Made in Q2 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
584KNew |
$27.1M - $27.9M
|
584K
$27M
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
552K+ 150.27% |
$25.6M - $26.4M
|
920K
$42.6M
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
251K+ 351.35% |
$11.7M - $12M
|
323K
$14.9M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
237K+ 130.2% |
$11M - $11.3M
|
419K
$19.4M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
204K+ 29.82% |
$9.45M - $9.72M
|
886K
$41M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
173KNew |
$8.05M - $8.28M
|
173K
$8.03M
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
172KNew |
$7.99M - $8.22M
|
172K
$7.97M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
151K+ 60.14% |
$7.02M - $7.22M
|
403K
$18.6M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
142K+ 55.2% |
$6.61M - $6.8M
|
401K
$18.5M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
131K+ 630.74% |
$6.09M - $6.27M
|
152K
$7.04M
|
|
Jul 17, 2023
Q2 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
122K+ 6.07% |
$5.68M - $5.84M
|
2.14M
$98.9M
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
121K+ 29.69% |
$5.59M - $5.75M
|
526K
$24.4M
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
116K+ 119.45% |
$5.39M - $5.54M
|
213K
$9.87M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
114K+ 550.58% |
$5.28M - $5.43M
|
134K
$6.22M
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
107KNew |
$4.97M - $5.12M
|
107K
$4.96M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
107K+ 163.62% |
$4.95M - $5.09M
|
172K
$7.95M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
101KNew |
$4.68M - $4.81M
|
101K
$4.67M
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
92.7K+ 677.87% |
$4.3M - $4.42M
|
106K
$4.92M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
84.8K+ 82.85% |
$3.94M - $4.05M
|
187K
$8.66M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
71.8K+ 450.42% |
$3.33M - $3.43M
|
87.7K
$4.06M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
69.5K+ 32.31% |
$3.22M - $3.32M
|
285K
$13.2M
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
68.2K+ 10.49% |
$3.16M - $3.25M
|
718K
$33.2M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
59.2K+ 51.99% |
$2.75M - $2.83M
|
173K
$8.01M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
58.4K+ 330.11% |
$2.71M - $2.79M
|
76.1K
$3.52M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.8K+ 3.05% |
$2.17M - $2.23M
|
1.58M
$73M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
44.8KNew |
$2.08M - $2.14M
|
44.8K
$2.08M
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
43.5K+ 6.1% |
$2.02M - $2.08M
|
756K
$35M
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
41KNew |
$1.9M - $1.96M
|
41K
$1.9M
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
39.1K+ 13.0% |
$1.81M - $1.86M
|
339K
$15.7M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.1KNew |
$1.72M - $1.77M
|
37.1K
$1.71M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
37.1KNew |
$1.72M - $1.77M
|
37.1K
$1.71M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
33.4KNew |
$1.55M - $1.59M
|
33.4K
$1.54M
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
31.3K+ 25.59% |
$1.45M - $1.49M
|
153K
$7.1M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27.3KNew |
$1.27M - $1.3M
|
27.3K
$1.26M
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.9K+ 10.44% |
$1.25M - $1.28M
|
284K
$13.2M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26K+ 2.4% |
$1.21M - $1.24M
|
1.11M
$51.3M
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
24.7K+ 40.61% |
$1.14M - $1.18M
|
85.4K
$3.95M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24KNew |
$1.11M - $1.15M
|
24K
$1.11M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.1K+ 25.31% |
$1.07M - $1.1M
|
114K
$5.29M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.1K+ 4.13% |
$1.02M - $1.05M
|
556K
$25.7M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
19K+ 8.19% |
$882K - $907K
|
251K
$11.6M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.9KNew |
$739K - $761K
|
15.9K
$737K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15.8K+ 24.67% |
$735K - $756K
|
80K
$3.7M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.4K+ 34.19% |
$714K - $735K
|
60.4K
$2.79M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 256.98% |
$670K - $689K
|
20.1K
$928K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.2K+ 38.28% |
$660K - $679K
|
51.3K
$2.38M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 215.48% |
$628K - $646K
|
19.8K
$917K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$607K - $624K
|
13.1K
$605K
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
12.1K+ 80.66% |
$559K - $576K
|
27K
$1.25M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 115.21% |
$543K - $559K
|
21.9K
$1.01M
|