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 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-310- 2.76% |
$14K - $14.5K
|
10.9K
$508K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-369- 1.84% |
$16.7K - $17.2K
|
19.7K
$913K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-770- 9.02% |
$34.9K - $35.9K
|
7.76K
$360K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-836- 0.27% |
$37.8K - $39K
|
305K
$14.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 29.2% |
$45.3K - $46.7K
|
2.43K
$113K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.03K- 2.33% |
$46.7K - $48.2K
|
43.2K
$2.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.05K- 8.47% |
$47.6K - $49.1K
|
11.4K
$528K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.09K- 53.93% |
$49.1K - $50.6K
|
927
$43K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.13K- 0.84% |
$51K - $52.6K
|
133K
$6.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.17K- 0.81% |
$53K - $54.7K
|
143K
$6.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.34K- 0.66% |
$60.7K - $62.5K
|
201K
$9.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.4K- 9.05% |
$63.4K - $65.3K
|
14.1K
$653K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.68K- 19.54% |
$75.8K - $78.2K
|
6.9K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.81K- 38.07% |
$81.9K - $84.4K
|
2.94K
$137K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.85K- 85.23% |
$83.8K - $86.4K
|
321
$14.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-2.09K- 0.52% |
$94.5K - $97.4K
|
397K
$18.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.33K- 3.74% |
$105K - $109K
|
59.8K
$2.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.59K- 1.38% |
$117K - $121K
|
184K
$8.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.63K- 15.79% |
$119K - $123K
|
14K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.68K- 24.24% |
$122K - $125K
|
8.39K
$389K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.78K- 4.17% |
$126K - $130K
|
64K
$2.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.44K- 1.84% |
$156K - $161K
|
183K
$8.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.46K- 6.37% |
$157K - $162K
|
50.9K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.17K- 1.4% |
$189K - $194K
|
293K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.45K- 2.42% |
$201K - $207K
|
179K
$8.31M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.69K- 0.57% |
$212K - $219K
|
823K
$38.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.69K- 0.57% |
$212K - $219K
|
823K
$38.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.15K- 6.98% |
$279K - $287K
|
81.9K
$3.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.23K- 4.43% |
$282K - $291K
|
134K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.46K- 11.19% |
$292K - $301K
|
51.3K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8.39K- 18.98% |
$380K - $392K
|
35.8K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.05K- 5.28% |
$410K - $422K
|
162K
$7.54M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4K- 51.16% |
$653K - $674K
|
13.8K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 93.59% |
$974K - $1M
|
1.47K
$68.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-22K- 21.78% |
$996K - $1.03M
|
79K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40.7K- 16.51% |
$1.84M - $1.9M
|
206K
$9.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-41.9K- 71.51% |
$1.9M - $1.96M
|
16.7K
$776K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-44.6K- 38.49% |
$2.02M - $2.08M
|
71.3K
$3.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48.7K- 71.79% |
$2.21M - $2.27M
|
19.2K
$889K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-49.6K- 77.04% |
$2.24M - $2.31M
|
14.8K
$686K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-56.1K- 5.23% |
$2.54M - $2.62M
|
1.02M
$47.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-104K- 33.99% |
$4.7M - $4.85M
|
202K
$9.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111K- 14.18% |
$5.03M - $5.19M
|
672K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-113K- 29.02% |
$5.13M - $5.29M
|
277K
$12.9M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-137K- 11.8% |
$6.2M - $6.4M
|
1.02M
$47.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-171K- 82.71% |
$7.72M - $7.96M
|
35.7K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29M- 39.75% |
$58.4M - $60.2M
|
1.95M
$90.7M
|