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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
10+ 0.06% |
$456 - $493
|
17.4K
$807K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$45.6 - $49.3
|
1
$46.4
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-309- 2.7% |
$14.1K - $15.2K
|
11.1K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-327- 2.12% |
$14.9K - $16.1K
|
15.1K
$700K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-418- 37.29% |
$19.1K - $20.6K
|
703
$32.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-449- 0.6% |
$20.5K - $22.1K
|
74.2K
$3.45M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-528- 5.07% |
$24.1K - $26K
|
9.89K
$459K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.05K- 6.82% |
$48K - $51.9K
|
14.4K
$668K
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.47K- 0.34% |
$67K - $72.4K
|
425K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.67K- 4.96% |
$76.1K - $82.2K
|
32K
$1.49M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.3K- 2.65% |
$151K - $163K
|
121K
$5.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.07K- 28.66% |
$231K - $250K
|
12.6K
$586K
|
|
|
Nov 01, 2022
Q3 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-8.53K- 12.26% |
$389K - $420K
|
61.1K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.87K- 13.26% |
$450K - $486K
|
64.6K
$3M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11K- 34.14% |
$501K - $541K
|
21.2K
$984K
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.8K- 7.31% |
$582K - $629K
|
162K
$7.52M
|
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-43.3K- 29.23% |
$1.98M - $2.14M
|
105K
$4.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-56.8K- 28.26% |
$2.59M - $2.8M
|
144K
$6.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-76.7K- 40.66% |
$3.5M - $3.78M
|
112K
$5.2M
|