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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
54.4KNew |
$2.37M - $2.58M
|
54.4K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
52.8KNew |
$2.3M - $2.51M
|
52.8K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
52.2KNew |
$2.27M - $2.48M
|
52.2K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
50.3KNew |
$2.19M - $2.39M
|
50.3K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.2K+ 337.35% |
$2.18M - $2.38M
|
65K
$3.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
47.6K+ 8.51% |
$2.07M - $2.26M
|
607K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
36.5K+ 3.5% |
$1.59M - $1.73M
|
1.08M
$50.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
34.2K+ 11.78% |
$1.49M - $1.62M
|
324K
$15.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33.7K+ 95.63% |
$1.47M - $1.6M
|
69K
$3.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
33.3K+ 17.77% |
$1.45M - $1.58M
|
221K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
32.9KNew |
$1.43M - $1.56M
|
32.9K
$1.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
30.8K+ 59.34% |
$1.34M - $1.46M
|
82.8K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.6KNew |
$1.33M - $1.45M
|
30.6K
$1.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
30.5K+ 51.93% |
$1.33M - $1.45M
|
89.2K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.7KNew |
$1.29M - $1.41M
|
29.7K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29.5K+ 328.8% |
$1.28M - $1.4M
|
38.5K
$1.79M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28.8KNew |
$1.25M - $1.37M
|
28.8K
$1.34M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
26.3KNew |
$1.15M - $1.25M
|
26.3K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.7K+ 84.27% |
$1.12M - $1.22M
|
56.1K
$2.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
24.9K+ 420.46% |
$1.08M - $1.18M
|
30.8K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.2K+ 25.02% |
$1.05M - $1.15M
|
121K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21.6K+ 15.31% |
$937K - $1.02M
|
162K
$7.54M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21.3K+ 22.84% |
$928K - $1.01M
|
115K
$5.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
20.7K+ 20.49% |
$901K - $984K
|
122K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.9K+ 75.32% |
$866K - $945K
|
46.3K
$2.15M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
19.4KNew |
$842K - $919K
|
19.4K
$899K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
19.4K+ 78.81% |
$842K - $919K
|
43.9K
$2.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
19.3KNew |
$840K - $917K
|
19.3K
$897K
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
18.4K+ 6.43% |
$801K - $874K
|
305K
$14.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
18.2KNew |
$790K - $862K
|
18.2K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.8K+ 198.97% |
$772K - $843K
|
26.7K
$1.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
17.7KNew |
$771K - $842K
|
17.7K
$823K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16.8KNew |
$731K - $797K
|
16.8K
$780K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16.5K+ 5.79% |
$716K - $781K
|
301K
$14M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16.2K+ 12.06% |
$706K - $771K
|
151K
$7.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
16K+ 20.08% |
$696K - $759K
|
95.7K
$4.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
14.2K+ 24.71% |
$616K - $672K
|
71.5K
$3.32M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.7K+ 1.7% |
$597K - $652K
|
820K
$38.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$590K - $644K
|
13.6K
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
13.4K+ 54.99% |
$584K - $637K
|
37.8K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
13.1KNew |
$570K - $623K
|
13.1K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 45.54% |
$551K - $602K
|
40.5K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
12.7K+ 108.7% |
$551K - $601K
|
24.3K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6KNew |
$548K - $598K
|
12.6K
$585K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.8K+ 7.11% |
$511K - $558K
|
177K
$8.22M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$507K - $554K
|
11.7K
$542K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.4K+ 68.35% |
$497K - $542K
|
28.1K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3KNew |
$449K - $490K
|
10.3K
$479K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
10.3K+ 11.68% |
$446K - $487K
|
98K
$4.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
10K+ 6.95% |
$437K - $477K
|
154K
$7.17M
|