Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
332K+ 44.6% |
$17.9M - $18.2M
|
1.08M
$49.6M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
318KNew |
$17.2M - $17.4M
|
318K
$14.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
163KNew |
$8.8M - $8.91M
|
163K
$7.51M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
120K+ 762.01% |
$6.48M - $6.57M
|
136K
$6.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
92.5KNew |
$5M - $5.07M
|
92.5K
$4.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
84.5K+ 125.54% |
$4.57M - $4.63M
|
152K
$7M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
57.3K+ 207.62% |
$3.1M - $3.14M
|
84.9K
$3.92M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.4K+ 816.32% |
$2.78M - $2.82M
|
57.7K
$2.66M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
18.5KNew |
$1M - $1.01M
|
18.5K
$854K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14.9K+ 3.29% |
$805K - $816K
|
468K
$21.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.3K+ 220.72% |
$720K - $729K
|
19.3K
$892K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
12.7KNew |
$686K - $695K
|
12.7K
$585K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6.89KNew |
$373K - $377K
|
6.89K
$318K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.3K+ 1.86% |
$341K - $345K
|
345K
$15.9M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
5.41KNew |
$292K - $296K
|
5.41K
$249K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
4.7K+ 111.11% |
$254K - $258K
|
8.93K
$412K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.43KNew |
$239K - $243K
|
4.43K
$204K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
1.78K+ 1.65% |
$96.4K - $97.7K
|
110K
$5.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
1.68K+ 5.41% |
$90.9K - $92.1K
|
32.8K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.63K+ 2.23% |
$88.2K - $89.3K
|
74.9K
$3.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.2KNew |
$65K - $65.8K
|
1.2K
$55.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
982+ 1.86% |
$53.1K - $53.8K
|
53.7K
$2.47M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
852+ 5325.0% |
$46.1K - $46.7K
|
868
$40K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
442New |
$23.9K - $24.2K
|
442
$20.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
203+ 0.44% |
$11K - $11.1K
|
45.9K
$2.12M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
133+ 77.33% |
$7.19K - $7.28K
|
305
$14.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
13+ 76.47% |
$703 - $712
|
30
$1.38K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$54.1 - $54.8
|
1
$46.1
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76- 98.7% |
$4.11K - $4.16K
|
1
$46.1
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-109- 2.01% |
$5.89K - $5.97K
|
5.32K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 5.27% |
$6.49K - $6.57K
|
2.16K
$99.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-174- 0.25% |
$9.4K - $9.53K
|
68.4K
$3.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-201- 1.11% |
$10.9K - $11K
|
17.9K
$826K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-250Closed |
$13.5K - $13.7K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.15K- 11.68% |
$116K - $118K
|
16.3K
$751K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-19.5KClosed |
$1.05M - $1.07M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.8KClosed |
$2.26M - $2.29M
|
0
$0
|