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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69New |
$3.2K - $3.29K
|
69
$3.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24+ 1.08% |
$1.11K - $1.15K
|
2.26K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
21New |
$975 - $1K
|
21
$972
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10+ 0.06% |
$464 - $478
|
17.7K
$820K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 1.03% |
$371 - $382
|
785
$36.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$46.4 - $47.8
|
13.4K
$619K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5- 0.09% |
$232 - $239
|
5.48K
$253K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 0.2% |
$2.18K - $2.24K
|
23K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-65- 1.49% |
$3.02K - $3.1K
|
4.31K
$199K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-141- 3.11% |
$6.54K - $6.73K
|
4.39K
$203K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-259- 4.31% |
$12K - $12.4K
|
5.76K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-266- 1.19% |
$12.3K - $12.7K
|
22K
$1.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-376- 7.72% |
$17.5K - $18K
|
4.49K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-414- 6.75% |
$19.2K - $19.8K
|
5.72K
$265K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-428- 47.29% |
$19.9K - $20.4K
|
477
$22.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-528- 1.76% |
$24.5K - $25.2K
|
29.5K
$1.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-727- 5.82% |
$33.7K - $34.7K
|
11.8K
$545K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.62K- 21.34% |
$75K - $77.2K
|
5.96K
$276K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.81KClosed |
$84K - $86.5K
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.98K- 18.19% |
$92K - $94.7K
|
8.92K
$413K
|
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
SELL
|
- |
-2.2K- 2.6% |
$102K - $105K
|
82.4K
$3.81M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4K- 13.35% |
$186K - $191K
|
25.9K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.31K- 22.35% |
$200K - $206K
|
15K
$694K
|
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-4.33K- 20.59% |
$201K - $207K
|
16.7K
$772K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-4.74K- 1.88% |
$220K - $226K
|
247K
$11.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.85K- 27.2% |
$271K - $279K
|
15.7K
$724K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-5.85K- 27.2% |
$271K - $279K
|
15.7K
$724K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.51K- 20.49% |
$302K - $311K
|
25.2K
$1.17M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.62K- 39.35% |
$400K - $411K
|
13.3K
$615K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.62K- 39.35% |
$400K - $411K
|
13.3K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-15.7K- 3.78% |
$728K - $749K
|
399K
$18.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-25.9K- 6.71% |
$1.2M - $1.24M
|
360K
$16.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-37.2K- 31.92% |
$1.73M - $1.78M
|
79.4K
$3.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.7K- 7.75% |
$1.75M - $1.8M
|
448K
$20.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-55.3K- 62.03% |
$2.57M - $2.64M
|
33.8K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-163K- 88.04% |
$7.57M - $7.79M
|
22.2K
$1.03M
|