Purchases and Sales Made in Q2 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 Q2 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 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
945KNew |
$42.8M - $44.1M
|
945K
$43.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
683K+ 419.67% |
$30.9M - $31.9M
|
846K
$39.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
464K+ 343.69% |
$21M - $21.6M
|
599K
$27.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
423K+ 268.52% |
$19.2M - $19.7M
|
581K
$27M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
396KNew |
$17.9M - $18.5M
|
396K
$18.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
393KNew |
$17.8M - $18.3M
|
393K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
371K+ 5.42% |
$16.8M - $17.3M
|
7.22M
$335M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
305K+ 28.98% |
$13.8M - $14.2M
|
1.36M
$63M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
297K+ 443.74% |
$13.5M - $13.9M
|
364K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
292KNew |
$13.2M - $13.7M
|
292K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
182K+ 21.52% |
$8.26M - $8.51M
|
1.03M
$47.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
172KNew |
$7.8M - $8.05M
|
172K
$8M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
172K+ 6.91% |
$7.79M - $8.04M
|
2.66M
$124M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
167K+ 3324.19% |
$7.58M - $7.81M
|
172K
$8M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
163K+ 13.1% |
$7.37M - $7.59M
|
1.4M
$65.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
160K+ 303.19% |
$7.25M - $7.48M
|
213K
$9.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
155KNew |
$7.03M - $7.25M
|
155K
$7.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
136K+ 7.88% |
$6.16M - $6.35M
|
1.86M
$86.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
131K+ 174.82% |
$5.92M - $6.1M
|
206K
$9.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
126K+ 14.57% |
$5.71M - $5.89M
|
992K
$46M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
124K+ 17.93% |
$5.62M - $5.79M
|
816K
$37.9M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
121K+ 205.86% |
$5.5M - $5.67M
|
180K
$8.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116K+ 11.41% |
$5.26M - $5.42M
|
1.13M
$52.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
113KNew |
$5.13M - $5.29M
|
113K
$5.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
106KNew |
$4.79M - $4.94M
|
106K
$4.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
99.4K+ 35.67% |
$4.5M - $4.64M
|
378K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
99.1KNew |
$4.49M - $4.63M
|
99.1K
$4.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
98.4K+ 22.81% |
$4.45M - $4.59M
|
530K
$24.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
91.4KNew |
$4.14M - $4.26M
|
91.4K
$4.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89.7K+ 11.9% |
$4.06M - $4.19M
|
843K
$39.2M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
73K+ 7.48% |
$3.3M - $3.4M
|
1.05M
$48.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
58.8K+ 23.85% |
$2.66M - $2.74M
|
305K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.4K+ 10.65% |
$2.64M - $2.72M
|
607K
$28.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
53.4K+ 54.15% |
$2.42M - $2.49M
|
152K
$7.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
53.1K+ 363.5% |
$2.4M - $2.48M
|
67.7K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
52K+ 41.7% |
$2.35M - $2.43M
|
177K
$8.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
51.8K+ 58.86% |
$2.34M - $2.42M
|
140K
$6.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
50.2K+ 12.05% |
$2.27M - $2.34M
|
467K
$21.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
49.3K+ 17.11% |
$2.23M - $2.3M
|
338K
$15.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47.3KNew |
$2.14M - $2.21M
|
47.3K
$2.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
44.7K+ 7.13% |
$2.02M - $2.09M
|
672K
$31.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
44.3K+ 5.11% |
$2.01M - $2.07M
|
911K
$42.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
42.5K+ 7.72% |
$1.92M - $1.98M
|
592K
$27.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.6K+ 88.39% |
$1.75M - $1.8M
|
82.3K
$3.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.6K+ 249.08% |
$1.75M - $1.8M
|
54.1K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
36.8K+ 2.64% |
$1.67M - $1.72M
|
1.43M
$66.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.6K+ 8.68% |
$1.66M - $1.71M
|
458K
$21.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.2KNew |
$1.59M - $1.64M
|
35.2K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34K+ 11.95% |
$1.54M - $1.59M
|
319K
$14.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34K+ 3.32% |
$1.54M - $1.59M
|
1.06M
$49.2M
|