Latest Institutional Transactions on Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information on the latest institutional transactions involving Jp Morgan Exch Traded Fd Tr Sh (JSCP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.06K+ 6.19% |
$49K - $50.6K
|
18.2K
$851K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-553K- 81.73% |
$25.5M - $26.4M
|
124K
$5.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.83KNew |
$223K - $230K
|
4.83K
$225K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-21.5K- 6.09% |
$991K - $1.02M
|
331K
$15.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.97% |
$2.63K - $2.71K
|
5.8K
$271K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
303+ 3.28% |
$14K - $14.4K
|
9.54K
$445K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
303+ 1.26% |
$14K - $14.4K
|
24.4K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
768+ 3.08% |
$35.5K - $36.6K
|
25.7K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.4KNew |
$1.96M - $2.02M
|
42.4K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.4K+ 3092.76% |
$848K - $875K
|
19K
$886K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
189New |
$8.72K - $9K
|
189
$8.83K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
81.7K+ 113.97% |
$3.77M - $3.89M
|
153K
$7.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-473- 90.44% |
$21.8K - $22.5K
|
50
$2.34K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.02K+ 3.37% |
$46.9K - $48.4K
|
31.2K
$1.45M
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
850+ 9.31% |
$38.9K - $39.5K
|
9.98K
$466K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
246+ 4.97% |
$11.3K - $11.4K
|
5.2K
$243K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$45.8 - $46.5
|
1
$46.7
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100New |
$4.58K - $4.65K
|
100
$4.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-275- 4.48% |
$12.6K - $12.8K
|
5.87K
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
94+ 1.18% |
$4.31K - $4.37K
|
8.06K
$376K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
202New |
$9.32K - $9.44K
|
202
$9.43K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 12.61% |
$1.38K - $1.4K
|
268
$12.5K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
72.3KNew |
$3.33M - $3.38M
|
72.3K
$3.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
15.5K+ 29.65% |
$717K - $726K
|
67.9K
$3.17M
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-7.85K- 54.58% |
$352K - $367K
|
6.53K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.9K+ 17.56% |
$220K - $229K
|
32.8K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
24.1KNew |
$1.08M - $1.13M
|
24.1K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$22.4K - $23.4K
|
500
$23.4K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.55K+ 6.65% |
$69.7K - $72.6K
|
24.9K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
27.9KNew |
$1.25M - $1.3M
|
27.9K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19.6K+ 33.5% |
$880K - $917K
|
78.2K
$3.65M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-23- 0.48% |
$1.04K - $1.06K
|
4.77K
$223K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.3K+ 32.48% |
$195K - $198K
|
17.5K
$819K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29KNew |
$58.3K - $59.2K
|
1.29K
$60.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-11.8K- 13.89% |
$536K - $545K
|
73.4K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-970- 11.77% |
$43.9K - $44.6K
|
7.27K
$339K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.11% |
$226 - $230
|
4.44K
$207K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349New |
$16K - $16.2K
|
349
$16.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
618New |
$28.3K - $28.7K
|
618
$28.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.82K+ 18.55% |
$175K - $177K
|
24.4K
$1.14M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53.4KNew |
$2.43M - $2.49M
|
53.4K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5K- 41.67% |
$228K - $233K
|
7K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-62.3K- 92.65% |
$2.83M - $2.9M
|
4.94K
$231K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-771- 11.47% |
$35.1K - $36K
|
5.95K
$278K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.51K- 22.79% |
$160K - $164K
|
11.9K
$555K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
15.5KNew |
$696K - $715K
|
15.5K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
150KNew |
$6.73M - $6.92M
|
150K
$7.01M
|
|