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
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7.57KNew |
$343K - $353K
|
7.57K
$352K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.57K+ 1.89% |
$342K - $353K
|
407K
$18.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
7.44K+ 44.11% |
$337K - $347K
|
24.3K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.27K+ 43.69% |
$329K - $339K
|
23.9K
$1.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7.13K+ 8.88% |
$323K - $333K
|
87.4K
$4.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.11KNew |
$322K - $332K
|
7.11K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.07KNew |
$320K - $330K
|
7.07K
$328K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
6.9KNew |
$312K - $322K
|
6.9K
$320K
|
|
|
Jul 31, 2024
Q2 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6.81K+ 43.93% |
$308K - $318K
|
22.3K
$1.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6.39KNew |
$289K - $298K
|
6.39K
$297K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.35KNew |
$288K - $296K
|
6.35K
$295K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.28K+ 21.52% |
$284K - $293K
|
35.4K
$1.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
6.22K+ 3.54% |
$282K - $290K
|
182K
$8.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
6.22KNew |
$281K - $290K
|
6.22K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.01K+ 17.65% |
$272K - $280K
|
40K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.82K+ 29.99% |
$264K - $272K
|
25.2K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.8KNew |
$262K - $270K
|
5.8K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.59K+ 22.13% |
$253K - $261K
|
30.9K
$1.43M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.56K+ 4.56% |
$252K - $259K
|
127K
$5.92M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.48K+ 3.38% |
$248K - $256K
|
168K
$7.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.46K+ 5.86% |
$247K - $255K
|
98.6K
$4.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.9KNew |
$222K - $228K
|
4.9K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.89KNew |
$222K - $228K
|
4.89K
$227K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
4.77K+ 25.52% |
$216K - $223K
|
23.5K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
4.57K+ 62.66% |
$207K - $213K
|
11.9K
$551K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.43KNew |
$201K - $207K
|
4.43K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.97K+ 39.45% |
$180K - $185K
|
14K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.76K+ 4.39% |
$170K - $176K
|
89.6K
$4.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.54K+ 62.48% |
$160K - $165K
|
9.21K
$428K
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.42K+ 1.39% |
$155K - $159K
|
249K
$11.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.36K+ 51.67% |
$152K - $157K
|
9.86K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.25K+ 1.16% |
$147K - $152K
|
284K
$13.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.19K+ 4.23% |
$145K - $149K
|
78.6K
$3.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.83KNew |
$128K - $132K
|
2.83K
$131K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
BUY
|
- |
2.72K+ 2.62% |
$123K - $127K
|
107K
$4.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.54K+ 1.24% |
$115K - $118K
|
206K
$9.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.46K+ 16.99% |
$111K - $115K
|
16.9K
$787K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.44K+ 24.87% |
$110K - $114K
|
12.2K
$569K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.31K+ 7.41% |
$104K - $108K
|
33.5K
$1.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.11K+ 4.55% |
$95.7K - $98.6K
|
48.6K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.02K+ 3.6% |
$91.4K - $94.3K
|
58.2K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.01K+ 3.3% |
$91.2K - $94K
|
63K
$2.93M
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.98K+ 10.4% |
$89.6K - $92.4K
|
21K
$975K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.96K+ 5.75% |
$88.8K - $91.6K
|
36.1K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 338.2% |
$87K - $89.7K
|
2.49K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.73K+ 44.14% |
$78.1K - $80.6K
|
5.64K
$262K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.68K+ 13.63% |
$75.9K - $78.2K
|
14K
$649K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.59K+ 0.69% |
$71.9K - $74.2K
|
231K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.53K+ 7.16% |
$69.1K - $71.2K
|
22.8K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.48K+ 4.02% |
$67.2K - $69.3K
|
38.4K
$1.78M
|