Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.16M+ 555.61% |
$268M - $293M
|
7.27M
$338M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
902K+ 700.2% |
$39.2M - $42.8M
|
1.03M
$47.9M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
825K+ 6262.05% |
$35.9M - $39.2M
|
838K
$38.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
767KNew |
$33.4M - $36.4M
|
767K
$35.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
730K+ 13053.0% |
$31.7M - $34.6M
|
736K
$34.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
502KNew |
$21.8M - $23.8M
|
502K
$23.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
391K+ 13.68% |
$17M - $18.5M
|
3.24M
$151M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
375K+ 4792.04% |
$16.3M - $17.8M
|
383K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
364KNew |
$15.8M - $17.3M
|
364K
$16.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
364KNew |
$15.8M - $17.3M
|
364K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
357K+ 292.85% |
$15.5M - $16.9M
|
479K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
354K+ 173.92% |
$15.4M - $16.8M
|
557K
$25.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
349KNew |
$15.2M - $16.6M
|
349K
$16.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
314KNew |
$13.6M - $14.9M
|
314K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
283K+ 117.59% |
$12.3M - $13.4M
|
524K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
250KNew |
$10.9M - $11.9M
|
250K
$11.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
242KNew |
$10.5M - $11.5M
|
242K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
230K+ 31.83% |
$10M - $10.9M
|
954K
$44.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
220K+ 224.57% |
$9.59M - $10.5M
|
319K
$14.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
198KNew |
$8.6M - $9.39M
|
198K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
197KNew |
$8.57M - $9.36M
|
197K
$9.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
189K+ 30.08% |
$8.2M - $8.95M
|
815K
$37.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
186KNew |
$8.11M - $8.85M
|
186K
$8.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
176K+ 370.76% |
$7.65M - $8.35M
|
223K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
175K+ 32.68% |
$7.63M - $8.32M
|
712K
$33.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
170KNew |
$7.4M - $8.08M
|
170K
$7.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
166K+ 304.35% |
$7.22M - $7.88M
|
221K
$10.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
163KNew |
$7.09M - $7.74M
|
163K
$7.57M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
151K+ 2291.85% |
$6.57M - $7.17M
|
158K
$7.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
140KNew |
$6.07M - $6.63M
|
140K
$6.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
139KNew |
$6.06M - $6.62M
|
139K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
132K+ 183.15% |
$5.75M - $6.28M
|
205K
$9.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
127K+ 61.83% |
$5.53M - $6.03M
|
333K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102KNew |
$4.44M - $4.85M
|
102K
$4.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
95.7K+ 22.08% |
$4.16M - $4.54M
|
529K
$24.6M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
94.7KNew |
$4.12M - $4.5M
|
94.7K
$4.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
85.4K+ 217.29% |
$3.71M - $4.05M
|
125K
$5.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.6K+ 25.29% |
$3.64M - $3.97M
|
414K
$19.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
78KNew |
$3.39M - $3.7M
|
78K
$3.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
77.2K+ 32.28% |
$3.36M - $3.66M
|
316K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.8K+ 6.16% |
$3.25M - $3.55M
|
1.29M
$59.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
70.7KNew |
$3.08M - $3.36M
|
70.7K
$3.28M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
67.7KNew |
$2.95M - $3.22M
|
67.7K
$3.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
BUY
|
- |
67.5K+ 3.0% |
$2.93M - $3.2M
|
2.32M
$108M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
57.8KNew |
$2.51M - $2.74M
|
57.8K
$2.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
57.6KNew |
$2.5M - $2.73M
|
57.6K
$2.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
55.9K+ 8.02% |
$2.43M - $2.66M
|
753K
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
55.5K+ 29.07% |
$2.41M - $2.63M
|
246K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
55KNew |
$2.39M - $2.61M
|
55K
$2.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54.5K+ 75.89% |
$2.37M - $2.59M
|
126K
$5.86M
|