Purchases and Sales Made in Q4 2023 in Jp Morgan Exchange Traded Fd T (JCPI)
This table provides information about the institutional ownership of Jp Morgan Exchange Traded Fd T (JCPI) during Q4 2023. The information is specifically focused on institutions that hold shares of JP MORGAN EXCHANGE-TRADED FD T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.06KNew |
$360K - $377K
|
8.06K
$379K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$44.6K - $46.7K
|
1K
$47K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
982+ 3.9% |
$43.8K - $45.9K
|
26.1K
$1.23M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
584+ 0.3% |
$26.1K - $27.3K
|
197K
$9.26M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
581+ 11.85% |
$25.9K - $27.1K
|
5.49K
$258K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
459+ 115.91% |
$20.5K - $21.4K
|
855
$40.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
399New |
$17.8K - $18.6K
|
399
$18.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
120+ 0.93% |
$5.35K - $5.6K
|
13.1K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
109+ 4.8% |
$4.86K - $5.09K
|
2.38K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-176- 0.61% |
$7.85K - $8.22K
|
28.9K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-410- 32.41% |
$18.3K - $19.1K
|
855
$40.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-621- 24.65% |
$27.7K - $29K
|
1.9K
$89.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-746- 10.79% |
$33.3K - $34.8K
|
6.17K
$290K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-987- 18.64% |
$44K - $46.1K
|
4.31K
$203K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-999- 22.45% |
$44.6K - $46.7K
|
3.45K
$162K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.24K- 19.57% |
$55.4K - $58K
|
5.1K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.52K- 18.71% |
$67.6K - $70.8K
|
6.59K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.52K- 18.17% |
$67.9K - $71K
|
6.85K
$322K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-2.15K- 3.63% |
$96.1K - $101K
|
57.1K
$2.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-3.44K- 11.41% |
$154K - $161K
|
26.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.84K- 9.02% |
$171K - $179K
|
38.7K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.12K- 57.8% |
$228K - $239K
|
3.74K
$176K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-19.6K- 16.58% |
$874K - $914K
|
98.5K
$4.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-37K- 9.02% |
$1.65M - $1.73M
|
373K
$17.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-67.6K- 77.61% |
$3.02M - $3.16M
|
19.5K
$918K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-324K- 5.01% |
$14.5M - $15.2M
|
6.16M
$290M
|