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 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.6K+ 99.31% |
$784K - $823K
|
35.3K
$1.64M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.8KNew |
$749K - $786K
|
16.8K
$780K
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
15.8K+ 183.78% |
$704K - $740K
|
24.4K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
15.6K+ 191.24% |
$694K - $728K
|
23.7K
$1.1M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
15.4K+ 8.96% |
$688K - $722K
|
188K
$8.71M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.4K+ 16.8% |
$599K - $629K
|
93.4K
$4.34M
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.9K+ 7.76% |
$530K - $557K
|
165K
$7.68M
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
11.7KNew |
$519K - $545K
|
11.7K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 53.62% |
$474K - $497K
|
30.4K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.3K+ 5.5% |
$459K - $482K
|
197K
$9.17M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.14K+ 84.06% |
$407K - $428K
|
20K
$929K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.93KNew |
$398K - $418K
|
8.93K
$414K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.91KNew |
$397K - $417K
|
8.91K
$414K
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.24K+ 167.0% |
$367K - $386K
|
13.2K
$612K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.22K+ 1091.63% |
$366K - $385K
|
8.97K
$417K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.83KNew |
$349K - $366K
|
7.83K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.79K+ 38.84% |
$347K - $364K
|
27.8K
$1.29M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.4K+ 168.51% |
$330K - $346K
|
11.8K
$547K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.7KNew |
$299K - $313K
|
6.7K
$311K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
6.59KNew |
$294K - $308K
|
6.59K
$306K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.98K+ 11.64% |
$266K - $280K
|
57.3K
$2.66M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.92KNew |
$264K - $277K
|
5.92K
$275K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.74KNew |
$256K - $269K
|
5.74K
$267K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.61K+ 5.87% |
$250K - $263K
|
101K
$4.7M
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
5.59KNew |
$249K - $262K
|
5.59K
$260K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.56KNew |
$248K - $260K
|
5.56K
$258K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.53K+ 7.27% |
$247K - $259K
|
81.7K
$3.79M
|
|
Oct 16, 2023
Q3 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.44K+ 0.76% |
$242K - $255K
|
723K
$33.6M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.42K+ 57.29% |
$241K - $253K
|
14.9K
$691K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.36KNew |
$239K - $251K
|
5.36K
$249K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.27KNew |
$235K - $246K
|
5.27K
$245K
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.91K+ 1.36% |
$219K - $230K
|
365K
$16.9M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.61K+ 20.04% |
$206K - $216K
|
27.6K
$1.28M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.58K+ 20.95% |
$204K - $214K
|
26.4K
$1.23M
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.53K+ 2.61% |
$202K - $212K
|
178K
$8.27M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.77K+ 2.85% |
$168K - $176K
|
136K
$6.31M
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3.71K+ 28.51% |
$165K - $173K
|
16.7K
$776K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.37K+ 32.03% |
$150K - $157K
|
13.9K
$644K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.89K+ 577.2% |
$129K - $135K
|
3.39K
$157K
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
2.35K+ 29.65% |
$105K - $110K
|
10.3K
$477K
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2K+ 45.56% |
$89.1K - $93.6K
|
6.39K
$297K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 22.58% |
$77.1K - $80.9K
|
9.39K
$436K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.57K+ 19.63% |
$70K - $73.5K
|
9.57K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 1794.2% |
$55.2K - $57.9K
|
1.31K
$60.7K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.02K+ 17.16% |
$45.6K - $47.9K
|
6.98K
$324K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.22% |
$44.8K - $47K
|
46.3K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
676New |
$30.1K - $31.6K
|
676
$31.4K
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
674+ 1.75% |
$30K - $31.5K
|
39.3K
$1.82M
|
|
Nov 07, 2023
Q3 2023
|
Hedeker Wealth, LLC
|
BUY
|
- |
638+ 1.56% |
$28.4K - $29.9K
|
41.6K
$1.93M
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
565+ 8.37% |
$25.2K - $26.4K
|
7.32K
$340K
|