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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.32KNew |
$103K - $109K
|
2.32K
$108K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.24K+ 0.7% |
$100K - $106K
|
325K
$15.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.99KNew |
$89K - $94.2K
|
1.99K
$92.9K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.81KNew |
$80.9K - $85.6K
|
1.81K
$84.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.32KNew |
$58.7K - $62.2K
|
1.32K
$61.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
901+ 0.86% |
$40.2K - $42.6K
|
106K
$4.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
797New |
$35.6K - $37.7K
|
797
$37.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
779+ 4.94% |
$34.8K - $36.8K
|
16.5K
$771K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
719+ 14.82% |
$32.1K - $34K
|
5.57K
$260K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
245+ 2.49% |
$10.9K - $11.6K
|
10.1K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
167New |
$7.46K - $7.9K
|
167
$7.79K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 0.78% |
$4.65K - $4.92K
|
13.5K
$630K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
72New |
$3.22K - $3.4K
|
72
$3.36K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
66+ 9.39% |
$2.95K - $3.12K
|
769
$35.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10New |
$447 - $473
|
10
$466
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-97- 0.87% |
$4.33K - $4.59K
|
11K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-335- 5.03% |
$15K - $15.8K
|
6.33K
$295K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-586- 5.93% |
$26.2K - $27.7K
|
9.3K
$434K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.99K- 8.88% |
$89K - $94.2K
|
20.5K
$954K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.17K- 11.53% |
$142K - $150K
|
24.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.22K- 56.43% |
$144K - $152K
|
2.49K
$116K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.86K- 14.42% |
$172K - $183K
|
22.9K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.91K- 14.58% |
$175K - $185K
|
22.9K
$1.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.57K- 12.73% |
$204K - $216K
|
31.3K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.83K- 22.79% |
$216K - $228K
|
16.4K
$763K
|
|
|
Feb 02, 2023
Q4 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-6.28K- 10.28% |
$281K - $297K
|
54.8K
$2.56M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.63K- 43.11% |
$341K - $361K
|
10.1K
$470K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.9K- 10.6% |
$575K - $609K
|
109K
$5.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-13.5KClosed |
$603K - $639K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
SELL
|
- |
-14.6K- 15.12% |
$651K - $689K
|
81.8K
$3.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-17.2K- 3.56% |
$767K - $811K
|
465K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-17.2K- 28.84% |
$769K - $814K
|
42.5K
$1.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-17.3K- 36.03% |
$774K - $820K
|
30.8K
$1.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.8K- 8.39% |
$931K - $986K
|
228K
$10.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-38.2K- 8.99% |
$1.71M - $1.81M
|
387K
$18M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-46.3K- 18.0% |
$2.07M - $2.19M
|
211K
$9.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-49.5K- 57.81% |
$2.21M - $2.34M
|
36.1K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-53.7K- 89.62% |
$2.4M - $2.54M
|
6.22K
$290K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-129K- 82.2% |
$5.75M - $6.08M
|
27.9K
$1.3M
|