Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
762K+ 0.0% |
$34M - $36M
|
762K
$35.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
BUY
|
- |
346K+ 92.98% |
$15.5M - $16.4M
|
719K
$33.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
275K+ 77.16% |
$12.3M - $13M
|
631K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
266K+ 71.5% |
$11.9M - $12.6M
|
639K
$29.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
257KNew |
$11.5M - $12.2M
|
257K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
253KNew |
$11.3M - $11.9M
|
253K
$11.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
179K+ 2749.55% |
$7.99M - $8.46M
|
185K
$8.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
157K+ 2229.58% |
$7.01M - $7.42M
|
164K
$7.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
138K+ 65.79% |
$6.19M - $6.55M
|
349K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
123KNew |
$5.52M - $5.84M
|
123K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
95.5K+ 34.69% |
$4.27M - $4.52M
|
371K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
90.5KNew |
$4.04M - $4.28M
|
90.5K
$4.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
88.8K+ 110.87% |
$3.97M - $4.2M
|
169K
$7.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
88.7K+ 78.58% |
$3.96M - $4.19M
|
202K
$9.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
85.8K+ 48.53% |
$3.83M - $4.06M
|
263K
$12.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65K+ 296.76% |
$2.91M - $3.08M
|
87K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
64.2KNew |
$2.87M - $3.04M
|
64.2K
$2.98M
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
60.3K+ 10.35% |
$2.69M - $2.85M
|
643K
$29.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
47.3KNew |
$2.11M - $2.24M
|
47.3K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
44.6K+ 30.92% |
$1.99M - $2.11M
|
189K
$8.77M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
37.7K+ 50.85% |
$1.69M - $1.79M
|
112K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.4K+ 3.07% |
$1.63M - $1.72M
|
1.22M
$56.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
29.8K+ 94.39% |
$1.33M - $1.41M
|
61.4K
$2.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
27.2K+ 32.36% |
$1.22M - $1.29M
|
111K
$5.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
21.7K+ 97.41% |
$971K - $1.03M
|
44.1K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
21.4KNew |
$956K - $1.01M
|
21.4K
$994K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 72.76% |
$893K - $945K
|
47.5K
$2.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
19.8K+ 12.26% |
$886K - $938K
|
182K
$8.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
19.6KNew |
$874K - $925K
|
19.6K
$908K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.8KNew |
$795K - $842K
|
17.8K
$827K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8KNew |
$751K - $795K
|
16.8K
$780K
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.5KNew |
$691K - $731K
|
15.5K
$718K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.2K+ 7.51% |
$547K - $579K
|
175K
$8.14M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.44KNew |
$377K - $399K
|
8.44K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.5KNew |
$335K - $355K
|
7.5K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.23K+ 11.2% |
$323K - $342K
|
71.8K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
6.38KNew |
$285K - $302K
|
6.38K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.36K+ 133.72% |
$284K - $301K
|
11.1K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.08KNew |
$271K - $287K
|
6.08K
$282K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.05K+ 41.99% |
$270K - $286K
|
20.4K
$949K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.72KNew |
$255K - $270K
|
5.72K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.72KNew |
$255K - $270K
|
5.72K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.48KNew |
$245K - $259K
|
5.48K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.3KNew |
$237K - $251K
|
5.3K
$246K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5.18KNew |
$231K - $245K
|
5.18K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.92KNew |
$220K - $232K
|
4.92K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.83KNew |
$216K - $228K
|
4.83K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.63KNew |
$207K - $219K
|
4.63K
$215K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
4.51KNew |
$202K - $213K
|
4.51K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.91KNew |
$130K - $137K
|
2.91K
$135K
|