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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.28K+ 14.62% |
$404K - $441K
|
72.8K
$3.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
8.56K+ 89.4% |
$372K - $406K
|
18.1K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.54KNew |
$372K - $406K
|
8.54K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.48K+ 69.97% |
$369K - $402K
|
20.6K
$956K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.27KNew |
$360K - $393K
|
8.27K
$384K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
8.17K+ 79.62% |
$355K - $388K
|
18.4K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.49K+ 4.4% |
$326K - $355K
|
178K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.32KNew |
$318K - $348K
|
7.32K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
7.17KNew |
$312K - $340K
|
7.17K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 2888.11% |
$285K - $311K
|
6.78K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.51KNew |
$283K - $309K
|
6.51K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.46K+ 46.56% |
$281K - $307K
|
20.3K
$944K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
6.28KNew |
$273K - $298K
|
6.28K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
6.23K+ 1.71% |
$271K - $296K
|
371K
$17.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.08K+ 3.42% |
$264K - $289K
|
184K
$8.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.98KNew |
$260K - $284K
|
5.98K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
5.94KNew |
$258K - $282K
|
5.94K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.74K+ 34.18% |
$250K - $273K
|
22.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.6KNew |
$244K - $266K
|
5.6K
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.23K+ 3.84% |
$227K - $248K
|
141K
$6.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
5.22KNew |
$227K - $248K
|
5.22K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.83K+ 3.6% |
$210K - $229K
|
139K
$6.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.81KNew |
$209K - $229K
|
4.81K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.6KNew |
$200K - $218K
|
4.6K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.54KNew |
$197K - $216K
|
4.54K
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.35K+ 128.59% |
$189K - $207K
|
7.74K
$359K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.32K+ 12.78% |
$188K - $205K
|
38.1K
$1.77M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
4.26KNew |
$185K - $202K
|
4.26K
$198K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.61K+ 0.71% |
$157K - $171K
|
509K
$23.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.52K+ 22.51% |
$153K - $167K
|
19.1K
$889K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.26K+ 50.94% |
$142K - $155K
|
9.65K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.05K+ 8018.42% |
$133K - $145K
|
3.09K
$143K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
2.9K+ 16.92% |
$126K - $138K
|
20K
$930K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.84K+ 11.98% |
$123K - $135K
|
26.5K
$1.23M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.15K+ 93.02% |
$93.4K - $102K
|
4.46K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.99K+ 16.86% |
$86.4K - $94.3K
|
13.8K
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.88K+ 32.7% |
$81.7K - $89.1K
|
7.62K
$354K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.61K+ 3.48% |
$70.1K - $76.5K
|
47.9K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.37K+ 14.63% |
$59.7K - $65.2K
|
10.8K
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.36K+ 6.11% |
$59.1K - $64.5K
|
23.6K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.34KNew |
$58.1K - $63.4K
|
1.34K
$62K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.13K+ 21.06% |
$49.1K - $53.5K
|
6.48K
$301K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
828+ 15.72% |
$36K - $39.3K
|
6.1K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
743New |
$32.3K - $35.3K
|
743
$34.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
628+ 3.14% |
$27.3K - $29.8K
|
20.6K
$958K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
447+ 1.02% |
$19.4K - $21.2K
|
44.3K
$2.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
425+ 14.17% |
$18.5K - $20.2K
|
3.43K
$159K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
312+ 4.47% |
$13.6K - $14.8K
|
7.3K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
295+ 0.8% |
$12.8K - $14K
|
37.1K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
291New |
$12.7K - $13.8K
|
291
$13.5K
|