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 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
390+ 7.12% |
$17.4K - $18.2K
|
5.87K
$272K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
373+ 4.18% |
$16.6K - $17.5K
|
9.29K
$431K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
227New |
$10.1K - $10.6K
|
227
$10.5K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
225+ 5.0% |
$10K - $10.5K
|
4.73K
$220K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
109New |
$4.86K - $5.1K
|
109
$5.06K
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
62+ 0.35% |
$2.76K - $2.9K
|
17.8K
$826K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 2.3% |
$2.32K - $2.43K
|
2.31K
$107K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38New |
$1.69K - $1.78K
|
38
$1.76K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 0.28% |
$1.38K - $1.45K
|
11.1K
$514K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
9+ 1.15% |
$401 - $421
|
794
$36.9K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5New |
$223 - $234
|
5
$232
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-24- 0.11% |
$1.07K - $1.12K
|
22.2K
$1.03M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-39- 18.31% |
$1.74K - $1.82K
|
174
$8.08K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-115- 24.11% |
$5.13K - $5.38K
|
362
$16.8K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-194- 0.07% |
$8.65K - $9.08K
|
284K
$13.2M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-206- 0.56% |
$9.18K - $9.64K
|
36.8K
$1.71M
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
SELL
|
- |
-241- 1.39% |
$10.7K - $11.3K
|
17.1K
$796K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-514- 12.0% |
$22.9K - $24.1K
|
3.77K
$175K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-524- 9.11% |
$23.4K - $24.5K
|
5.23K
$243K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-531- 4.51% |
$23.7K - $24.8K
|
11.2K
$522K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-893- 15.62% |
$39.8K - $41.8K
|
4.82K
$224K
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-897- 7.98% |
$40K - $42K
|
10.3K
$480K
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-954- 3.68% |
$42.5K - $44.6K
|
25K
$1.16M
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-958- 6.39% |
$42.7K - $44.8K
|
14K
$651K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
SELL
|
- |
-989- 0.3% |
$44.1K - $46.3K
|
330K
$15.3M
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.02K- 2.27% |
$45.3K - $47.5K
|
43.8K
$2.03M
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.06K- 6.34% |
$47.2K - $49.5K
|
15.6K
$726K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.08K- 12.55% |
$48.1K - $50.5K
|
7.52K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 8.82% |
$52.2K - $54.8K
|
12.1K
$562K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.48K- 69.71% |
$66K - $69.2K
|
643
$29.9K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.27K- 11.49% |
$101K - $106K
|
17.5K
$812K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.27K- 11.49% |
$101K - $106K
|
17.5K
$812K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.32K- 69.83% |
$103K - $108K
|
1K
$46.4K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.32K- 43.56% |
$103K - $108K
|
3K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.32K- 9.64% |
$103K - $108K
|
21.7K
$1.01M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.55K- 58.43% |
$114K - $120K
|
1.82K
$84.4K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.62K- 17.04% |
$117K - $123K
|
12.8K
$592K
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
SELL
|
- |
-2.73K- 3.32% |
$122K - $128K
|
79.7K
$3.7M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 8.99% |
$134K - $140K
|
30.4K
$1.41M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.27K- 8.83% |
$146K - $153K
|
33.8K
$1.57M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.25K- 9.14% |
$323K - $339K
|
72.1K
$3.35M
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-8.05K- 3.26% |
$359K - $377K
|
239K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.74K- 62.31% |
$389K - $409K
|
5.28K
$245K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.9K- 27.19% |
$1.06M - $1.12M
|
63.9K
$2.96M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-60.8K- 57.2% |
$2.71M - $2.85M
|
45.5K
$2.11M
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-83.1K- 38.23% |
$3.71M - $3.89M
|
134K
$6.24M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-191K- 45.54% |
$8.5M - $8.92M
|
228K
$10.6M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-211K- 52.37% |
$9.4M - $9.87M
|
192K
$8.91M
|