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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-248- 7.62% |
$11.5K - $11.7K
|
3.01K
$143K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.22% |
$465 - $473
|
4.62K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.82K- 16.83% |
$84.4K - $85.9K
|
8.98K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
46.4K+ 39.36% |
$2.16M - $2.19M
|
164K
$7.8M
|
|
| Q4 2024 | |||||||
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.17K- 10.0% |
$54.3K - $55.2K
|
10.5K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
497New |
$23.2K - $23.6K
|
497
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
69K+ 6.98% |
$3.22M - $3.27M
|
1.06M
$50.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
201+ 3.87% |
$9.37K - $9.53K
|
5.4K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
41.5KNew |
$1.94M - $1.97M
|
41.5K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5.31KNew |
$248K - $252K
|
5.31K
$252K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
525New |
$24.5K - $24.9K
|
525
$24.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 7.22% |
$70.4K - $71.5K
|
22.4K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.93K- 19.28% |
$89.8K - $91.3K
|
8.06K
$383K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.05K+ 4.04% |
$48.4K - $49.9K
|
27K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
31.2K+ 33.16% |
$1.44M - $1.49M
|
125K
$5.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
6.23KNew |
$288K - $297K
|
6.23K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-57- 0.97% |
$2.63K - $2.71K
|
5.8K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
189New |
$8.72K - $9K
|
189
$8.97K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-473- 90.44% |
$21.8K - $22.5K
|
50
$2.37K
|
|
| Q2 2024 | |||||||
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
98New |
$4.49K - $4.55K
|
98
$4.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
5.3KNew |
$243K - $246K
|
5.3K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-275- 4.48% |
$12.6K - $12.8K
|
5.87K
$278K
|
|
|
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
$383K
|
|
| Q1 2024 | |||||||
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
202New |
$9.32K - $9.44K
|
202
$9.59K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
30+ 12.61% |
$1.38K - $1.4K
|
268
$12.7K
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
72.3KNew |
$3.33M - $3.38M
|
72.3K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
15.5K+ 29.65% |
$717K - $726K
|
67.9K
$3.23M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
24.1KNew |
$1.08M - $1.13M
|
24.1K
$1.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
500New |
$22.4K - $23.4K
|
500
$23.7K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.55K+ 6.65% |
$69.7K - $72.6K
|
24.9K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
27.9KNew |
$1.25M - $1.3M
|
27.9K
$1.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19.6K+ 33.5% |
$880K - $917K
|
78.2K
$3.71M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-23- 0.48% |
$1.04K - $1.06K
|
4.77K
$226K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
4.3K+ 32.48% |
$195K - $198K
|
17.5K
$833K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.29KNew |
$58.3K - $59.2K
|
1.29K
$61.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-11.8K- 13.89% |
$536K - $545K
|
73.4K
$3.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-970- 11.77% |
$43.9K - $44.6K
|
7.27K
$345K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.11% |
$226 - $230
|
4.44K
$211K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349New |
$16K - $16.2K
|
349
$16.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
618New |
$28.3K - $28.7K
|
618
$29.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.82K+ 18.55% |
$175K - $177K
|
24.4K
$1.16M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53.4KNew |
$2.43M - $2.49M
|
53.4K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-62.3K- 92.65% |
$2.83M - $2.9M
|
4.94K
$235K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5K- 41.67% |
$228K - $233K
|
7K
$332K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-771- 11.47% |
$35.1K - $36K
|
5.95K
$282K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.51K- 22.79% |
$160K - $164K
|
11.9K
$564K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
15.5KNew |
$696K - $715K
|
15.5K
$736K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
150KNew |
$6.73M - $6.92M
|
150K
$7.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
6.4KNew |
$287K - $295K
|
6.4K
$304K
|
|