Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.28M+ 80.84% |
$56.9M - $59.7M
|
2.85M
$133M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
1.04MNew |
$46.5M - $48.8M
|
1.04M
$48.5M
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
697KNew |
$31.1M - $32.6M
|
697K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
471K+ 80.59% |
$21M - $22M
|
1.06M
$49M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
328K+ 36.97% |
$14.6M - $15.3M
|
1.21M
$56.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
325K+ 179.73% |
$14.5M - $15.2M
|
506K
$23.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
323K+ 2062.85% |
$14.4M - $15.1M
|
338K
$15.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
323K+ 2062.85% |
$14.4M - $15.1M
|
338K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
286KNew |
$12.8M - $13.4M
|
286K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
248KNew |
$11M - $11.6M
|
248K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
205KNew |
$9.16M - $9.61M
|
205K
$9.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
161K+ 40.32% |
$7.17M - $7.52M
|
560K
$26M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
140K+ 15.27% |
$6.26M - $6.57M
|
1.06M
$49.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
126K+ 110.52% |
$5.63M - $5.91M
|
241K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
116K+ 457.66% |
$5.15M - $5.41M
|
141K
$6.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
112K+ 5.24% |
$4.99M - $5.24M
|
2.25M
$104M
|
|
|
Nov 03, 2023
Q3 2023
|
Daniels&Tansey,Llp
|
BUY
|
- |
111K+ 188.8% |
$4.96M - $5.21M
|
170K
$7.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
99.7K+ 52.28% |
$4.44M - $4.66M
|
290K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
92.3K+ 17.53% |
$4.11M - $4.32M
|
619K
$28.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.2K+ 19.66% |
$3.93M - $4.12M
|
537K
$24.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
84.2K+ 48.91% |
$3.75M - $3.94M
|
256K
$11.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
84.1K+ 222.08% |
$3.75M - $3.93M
|
122K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.6K+ 31.72% |
$3.55M - $3.72M
|
330K
$15.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
77.9K+ 788.64% |
$3.47M - $3.65M
|
87.8K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
71.8KNew |
$3.2M - $3.36M
|
71.8K
$3.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
71.2K+ 12.82% |
$3.17M - $3.33M
|
627K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
66.1KNew |
$2.95M - $3.1M
|
66.1K
$3.07M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
65.4K+ 23.0% |
$2.92M - $3.06M
|
350K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
59.1K+ 151.35% |
$2.63M - $2.77M
|
98.2K
$4.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
59.1K+ 69.16% |
$2.63M - $2.76M
|
144K
$6.71M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
58.7KNew |
$2.62M - $2.75M
|
58.7K
$2.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56.5K+ 42.02% |
$2.52M - $2.64M
|
191K
$8.87M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
50.6K+ 6.69% |
$2.25M - $2.37M
|
807K
$37.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.2K+ 228.33% |
$2.24M - $2.35M
|
72.2K
$3.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40.3K+ 561.93% |
$1.8M - $1.88M
|
47.5K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.5K+ 153.75% |
$1.72M - $1.8M
|
63.5K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
36.8K+ 11.4% |
$1.64M - $1.72M
|
360K
$16.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36.3KNew |
$1.62M - $1.7M
|
36.3K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.3K+ 60.1% |
$1.62M - $1.7M
|
96.7K
$4.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.9K+ 8.21% |
$1.47M - $1.54M
|
433K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 18.49% |
$1.41M - $1.48M
|
203K
$9.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28K+ 27.8% |
$1.25M - $1.31M
|
129K
$5.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
27.5K+ 25.64% |
$1.23M - $1.29M
|
135K
$6.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
27.2K+ 99.61% |
$1.21M - $1.27M
|
54.5K
$2.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
25.9K+ 7.63% |
$1.15M - $1.21M
|
365K
$17M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
25K+ 92.53% |
$1.11M - $1.17M
|
52K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
24.6KNew |
$1.1M - $1.15M
|
24.6K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
18.8K+ 45.05% |
$836K - $877K
|
60.4K
$2.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2KNew |
$810K - $850K
|
18.2K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
18K+ 11.86% |
$804K - $844K
|
170K
$7.9M
|