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
|
Harbor Group, Inc.
|
BUY
|
- |
33.9K+ 4.37% |
$1.54M - $1.58M
|
811K
$37.8M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.7K+ 14.42% |
$1.52M - $1.57M
|
267K
$12.5M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 28.08% |
$1.3M - $1.34M
|
131K
$6.12M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
28.5K+ 21.46% |
$1.29M - $1.33M
|
161K
$7.51M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
26.6K+ 8.59% |
$1.21M - $1.24M
|
337K
$15.7M
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26.2K+ 8.43% |
$1.18M - $1.22M
|
337K
$15.7M
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
25.7KNew |
$1.16M - $1.2M
|
25.7K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24.3K+ 7.91% |
$1.1M - $1.13M
|
331K
$15.4M
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
23.8KNew |
$1.08M - $1.11M
|
23.8K
$1.11M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 339.93% |
$1.07M - $1.11M
|
30.7K
$1.43M
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
22.1K+ 26.17% |
$1M - $1.03M
|
107K
$4.98M
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
21.6K+ 7.84% |
$976K - $1.01M
|
297K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 1.67% |
$971K - $1M
|
1.3M
$60.8M
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20.8K+ 20.31% |
$941K - $970K
|
123K
$5.74M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.6K+ 7284.1% |
$933K - $962K
|
20.9K
$974K
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
19.5K+ 14.22% |
$884K - $911K
|
157K
$7.31M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
18.3K+ 4.99% |
$830K - $856K
|
386K
$18M
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
17.6K+ 19.89% |
$798K - $823K
|
106K
$4.96M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
17.3K+ 32.05% |
$781K - $805K
|
71.1K
$3.32M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17.2K+ 2.05% |
$781K - $805K
|
860K
$40.1M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 1718300.0% |
$778K - $802K
|
17.2K
$801K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.1K+ 161.6% |
$730K - $753K
|
26.1K
$1.22M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16K+ 42.66% |
$723K - $746K
|
53.4K
$2.49M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.8K+ 122.03% |
$715K - $737K
|
28.7K
$1.34M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
15.2K+ 6.39% |
$688K - $709K
|
253K
$11.8M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
15.2K+ 1.88% |
$687K - $708K
|
821K
$38.3M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
15.1K+ 82.04% |
$684K - $705K
|
33.5K
$1.56M
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15K+ 73.4% |
$679K - $700K
|
35.4K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15KNew |
$678K - $699K
|
15K
$698K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
14.7K+ 484.75% |
$666K - $687K
|
17.8K
$828K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14.4K+ 10.79% |
$650K - $670K
|
147K
$6.88M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14K+ 2.67% |
$634K - $653K
|
539K
$25.1M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
13.9K+ 2.7% |
$629K - $648K
|
529K
$24.7M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.8K+ 24.07% |
$623K - $642K
|
70.9K
$3.3M
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.8K+ 9.09% |
$578K - $596K
|
153K
$7.14M
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.2K+ 34.78% |
$552K - $570K
|
47.3K
$2.2M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
11.8K+ 3.19% |
$532K - $549K
|
380K
$17.7M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
10.9K+ 3.22% |
$493K - $508K
|
349K
$16.3M
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
10.8K+ 7.53% |
$490K - $505K
|
155K
$7.21M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.6K+ 23.99% |
$478K - $493K
|
54.6K
$2.55M
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
10.4K+ 16.9% |
$472K - $486K
|
72.1K
$3.36M
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
10.4K+ 2.36% |
$470K - $484K
|
450K
$21M
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 3.04% |
$458K - $472K
|
343K
$16M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.82KNew |
$445K - $458K
|
9.82K
$458K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.56K+ 42.55% |
$433K - $446K
|
32K
$1.49M
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
8.77K+ 4.38% |
$397K - $409K
|
209K
$9.75M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
8.74KNew |
$396K - $408K
|
8.74K
$407K
|
|
Jul 25, 2024
Q2 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.7K+ 5.87% |
$394K - $406K
|
157K
$7.32M
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
8.56K+ 4.4% |
$387K - $399K
|
203K
$9.47M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.21K+ 29.21% |
$371K - $383K
|
36.3K
$1.69M
|