Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62MNew |
$74.1M - $78.4M
|
1.62M
$75M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
699KNew |
$32M - $33.9M
|
699K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
560K+ 7.76% |
$25.7M - $27.2M
|
7.78M
$361M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
491K+ 107.16% |
$22.5M - $23.8M
|
949K
$44.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
457K+ 68.01% |
$21M - $22.2M
|
1.13M
$52.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
415K+ 316.62% |
$19M - $20.2M
|
546K
$25.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
361K+ 209.3% |
$16.6M - $17.5M
|
533K
$24.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
359KNew |
$16.5M - $17.4M
|
359K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
357K+ 34.67% |
$16.4M - $17.3M
|
1.39M
$64.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
356K+ 13.35% |
$16.3M - $17.3M
|
3.02M
$140M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311K+ 36.73% |
$14.3M - $15.1M
|
1.16M
$53.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
301KNew |
$13.8M - $14.6M
|
301K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
295K+ 21.76% |
$13.5M - $14.3M
|
1.65M
$76.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
280K+ 14.32% |
$12.8M - $13.6M
|
2.23M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
278K+ 94.91% |
$12.7M - $13.5M
|
571K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
258K+ 18.4% |
$11.9M - $12.5M
|
1.66M
$77.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
256K+ 25.78% |
$11.7M - $12.4M
|
1.25M
$57.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
229KNew |
$10.5M - $11.1M
|
229K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
226K+ 148.79% |
$10.4M - $11M
|
378K
$17.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
220K+ 11.81% |
$10.1M - $10.7M
|
2.08M
$96.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
184K+ 307.96% |
$8.45M - $8.94M
|
244K
$11.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183KNew |
$8.4M - $8.89M
|
183K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 22.23% |
$8.39M - $8.88M
|
1.01M
$46.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
164K+ 144.5% |
$7.51M - $7.95M
|
277K
$12.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
155K+ 34.37% |
$7.1M - $7.51M
|
605K
$28.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149K+ 13.18% |
$6.86M - $7.25M
|
1.28M
$59.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
140K+ 105.1% |
$6.42M - $6.79M
|
273K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
136K+ 16.63% |
$6.23M - $6.59M
|
952K
$44.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
127KNew |
$5.81M - $6.14M
|
127K
$5.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
110K+ 59.9% |
$5.06M - $5.36M
|
295K
$13.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
109KNew |
$5M - $5.29M
|
109K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$4.78M - $5.06M
|
104K
$4.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
104K+ 64.64% |
$4.78M - $5.05M
|
265K
$12.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
102K+ 49.71% |
$4.69M - $4.96M
|
308K
$14.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
99K+ 16.39% |
$4.54M - $4.8M
|
703K
$32.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
95.6K+ 68.39% |
$4.38M - $4.64M
|
235K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
95.4K+ 6.66% |
$4.38M - $4.63M
|
1.53M
$70.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
94.9K+ 45.96% |
$4.35M - $4.6M
|
301K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
92.2K+ 9.07% |
$4.23M - $4.47M
|
1.11M
$51.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.5K+ 534.07% |
$4.15M - $4.39M
|
107K
$4.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
87.2K+ 28.57% |
$4M - $4.23M
|
392K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.5K+ 14.09% |
$3.92M - $4.15M
|
692K
$32.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.1K+ 149.97% |
$3.72M - $3.93M
|
135K
$6.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
78.1K+ 1223.09% |
$3.58M - $3.79M
|
84.5K
$3.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
75.4KNew |
$3.46M - $3.66M
|
75.4K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
75.4KNew |
$3.46M - $3.66M
|
75.4K
$3.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
74K+ 35.38% |
$3.39M - $3.59M
|
283K
$13.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71.5K+ 1565.74% |
$3.28M - $3.47M
|
76.1K
$3.53M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
65.3K+ 6.23% |
$2.99M - $3.17M
|
1.11M
$51.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
64.3KNew |
$2.95M - $3.12M
|
64.3K
$2.99M
|