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 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.41K+ 30.48% |
$63.9K - $65.9K
|
6.04K
$282K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.36KNew |
$61.3K - $63.2K
|
1.36K
$63.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.25K+ 12.69% |
$56.6K - $58.3K
|
11.1K
$518K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 1.36% |
$51.4K - $53K
|
84.7K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.06KNew |
$48.1K - $49.6K
|
1.06K
$49.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
866+ 6.79% |
$39.2K - $40.4K
|
13.6K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
835+ 10.37% |
$37.8K - $39K
|
8.89K
$415K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
726+ 10.6% |
$32.9K - $33.9K
|
7.57K
$353K
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
629+ 3.35% |
$28.5K - $29.4K
|
19.4K
$904K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
620+ 1.29% |
$28.1K - $28.9K
|
48.7K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
602+ 2.93% |
$27.3K - $28.1K
|
21.1K
$985K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
535+ 6.27% |
$24.2K - $25K
|
9.07K
$423K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
504+ 0.77% |
$22.8K - $23.5K
|
66.2K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
450+ 6.19% |
$20.4K - $21K
|
7.72K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
400New |
$18.1K - $18.7K
|
400
$18.7K
|
|
|
Dec 03, 2024
Q2 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
357+ 0.19% |
$16.2K - $16.7K
|
186K
$8.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
291New |
$13.2K - $13.6K
|
291
$13.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
277+ 3.32% |
$12.5K - $12.9K
|
8.61K
$401K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
197+ 0.81% |
$8.92K - $9.19K
|
24.6K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
194+ 4.1% |
$8.78K - $9.05K
|
4.92K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
192+ 34.22% |
$8.69K - $8.96K
|
753
$35.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
182New |
$8.24K - $8.49K
|
182
$8.49K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
180+ 2.93% |
$8.15K - $8.4K
|
6.33K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
145+ 1.29% |
$6.56K - $6.77K
|
11.4K
$531K
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
135+ 0.41% |
$6.11K - $6.3K
|
33.3K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
117+ 0.57% |
$5.3K - $5.46K
|
20.5K
$955K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
113New |
$5.12K - $5.27K
|
113
$5.27K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
105+ 2.33% |
$4.75K - $4.9K
|
4.61K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100+ 200.0% |
$4.53K - $4.67K
|
150
$6.99K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
93New |
$4.21K - $4.34K
|
93
$4.34K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
84+ 0.49% |
$3.8K - $3.92K
|
17.2K
$802K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 1.29% |
$2.63K - $2.71K
|
4.57K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
51+ 0.84% |
$2.31K - $2.38K
|
6.13K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$1.63K - $1.68K
|
36
$1.68K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
30+ 0.13% |
$1.36K - $1.4K
|
24K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
14New |
$634 - $653
|
14
$653
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13New |
$589 - $607
|
13
$606
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.14% |
$362 - $373
|
5.59K
$260K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 4.41% |
$136 - $140
|
65
$3.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17- 0.17% |
$770 - $793
|
10.3K
$479K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38- 0.51% |
$1.72K - $1.77K
|
7.46K
$348K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-44- 0.57% |
$1.99K - $2.05K
|
7.64K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-93- 0.05% |
$4.21K - $4.34K
|
202K
$9.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-107- 1.96% |
$4.84K - $4.99K
|
5.35K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-123- 23.93% |
$5.57K - $5.74K
|
391
$18.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-158- 3.22% |
$7.15K - $7.37K
|
4.75K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-236- 0.46% |
$10.7K - $11K
|
50.8K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-260- 1.54% |
$11.8K - $12.1K
|
16.7K
$777K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-282- 0.77% |
$12.8K - $13.2K
|
36.2K
$1.69M
|