Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
373KNew |
$17M - $18.4M
|
373K
$17.4M
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
322KNew |
$14.7M - $15.9M
|
322K
$15M
|
|
Oct 12, 2022
Q3 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
271K+ 267.82% |
$12.4M - $13.4M
|
372K
$17.4M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112K+ 46.08% |
$5.12M - $5.53M
|
356K
$16.6M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
91.7K+ 77.24% |
$4.18M - $4.52M
|
210K
$9.82M
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
84.7K+ 728.49% |
$3.86M - $4.17M
|
96.4K
$4.49M
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
77.1K+ 15.26% |
$3.52M - $3.8M
|
583K
$27.2M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.2K+ 184.21% |
$3.33M - $3.6M
|
113K
$5.26M
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
55.3K+ 1195.83% |
$2.52M - $2.72M
|
59.9K
$2.79M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
51.6K+ 181.46% |
$2.35M - $2.54M
|
80.1K
$3.73M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
50.8K+ 40.35% |
$2.32M - $2.51M
|
177K
$8.25M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47.8K+ 4.2% |
$2.18M - $2.36M
|
1.19M
$55.3M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.2K+ 39.35% |
$2.01M - $2.18M
|
157K
$7.3M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43.7K+ 21.35% |
$1.99M - $2.15M
|
248K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 12.86% |
$1.43M - $1.55M
|
275K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5K+ 47.37% |
$1.25M - $1.36M
|
85.6K
$3.99M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.5K+ 47.37% |
$1.25M - $1.36M
|
85.6K
$3.99M
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
26.6K+ 46.21% |
$1.21M - $1.31M
|
84.1K
$3.92M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
23.3K+ 281.91% |
$1.06M - $1.15M
|
31.6K
$1.47M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
22.5KNew |
$1.02M - $1.11M
|
22.5K
$1.05M
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
22.4K+ 86.87% |
$1.02M - $1.1M
|
48.1K
$2.24M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
22.3KNew |
$1.02M - $1.1M
|
22.3K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21.9KNew |
$999K - $1.08M
|
21.9K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.83KNew |
$448K - $484K
|
9.83K
$458K
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
9.41K+ 188.44% |
$429K - $463K
|
14.4K
$671K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.68K+ 246.5% |
$350K - $378K
|
10.8K
$503K
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
7.04KNew |
$321K - $347K
|
7.04K
$328K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.02K+ 34.31% |
$320K - $346K
|
27.5K
$1.28M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
6.89K+ 1.45% |
$314K - $340K
|
482K
$22.5M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.71KNew |
$260K - $281K
|
5.71K
$266K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.71K+ 26.14% |
$260K - $281K
|
27.5K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.09KNew |
$232K - $251K
|
5.09K
$237K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
4.85KNew |
$221K - $239K
|
4.85K
$226K
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
4.75KNew |
$217K - $234K
|
4.75K
$222K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.39KNew |
$200K - $216K
|
4.39K
$205K
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.68K+ 15.91% |
$168K - $181K
|
26.8K
$1.25M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 15.69% |
$166K - $179K
|
26.8K
$1.25M
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.87K+ 1.79% |
$131K - $141K
|
163K
$7.6M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2.12KNew |
$96.8K - $105K
|
2.12K
$99K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.02KNew |
$92.3K - $99.7K
|
2.02K
$94.4K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.13K+ 0.44% |
$51.6K - $55.8K
|
257K
$12M
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
690+ 1.96% |
$31.5K - $34K
|
35.9K
$1.67M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
668+ 9.18% |
$30.4K - $32.9K
|
7.94K
$370K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
516+ 8.62% |
$23.5K - $25.4K
|
6.5K
$303K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
383New |
$17.5K - $18.9K
|
383
$17.9K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
292+ 4.58% |
$13.3K - $14.4K
|
6.66K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
160+ 0.27% |
$7.29K - $7.88K
|
59.7K
$2.78M
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
139+ 1.05% |
$6.34K - $6.85K
|
13.4K
$625K
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
69+ 0.44% |
$3.15K - $3.4K
|
15.8K
$735K
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
16+ 2.04% |
$729 - $788
|
800
$37.3K
|