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, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-970- 11.77% |
$43.9K - $44.6K
|
7.27K
$342K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
5+ 0.11% |
$226 - $230
|
4.44K
$209K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349New |
$16K - $16.2K
|
349
$16.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
618New |
$28.3K - $28.7K
|
618
$29.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.82K+ 18.55% |
$175K - $177K
|
24.4K
$1.15M
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
53.4KNew |
$2.43M - $2.49M
|
53.4K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-62.3K- 92.65% |
$2.83M - $2.9M
|
4.94K
$233K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5K- 41.67% |
$228K - $233K
|
7K
$330K
|
|
|
May 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-771- 11.47% |
$35.1K - $36K
|
5.95K
$280K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.51K- 22.79% |
$160K - $164K
|
11.9K
$560K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
15.5KNew |
$696K - $715K
|
15.5K
$731K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
150KNew |
$6.73M - $6.92M
|
150K
$7.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
6.4KNew |
$287K - $295K
|
6.4K
$301K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.16K- 47.41% |
$52.1K - $53.5K
|
1.29K
$60.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3KNew |
$135K - $138K
|
3K
$141K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.79KNew |
$305K - $313K
|
6.79K
$320K
|
|
|
Jan 17, 2023
Q4 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-125K- 10.86% |
$5.6M - $5.75M
|
1.02M
$48.2M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119New |
$5.39K - $5.59K
|
119
$5.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.15KNew |
$233K - $242K
|
5.15K
$242K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.48KNew |
$293K - $304K
|
6.48K
$305K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-80.1KClosed |
$3.7M - $3.82M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-5.5KClosed |
$254K - $262K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-515Closed |
$23.8K - $24.6K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-15.7KClosed |
$725K - $749K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
740New |
$34.2K - $35.3K
|
740
$34.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-4.49K- 20.99% |
$207K - $214K
|
16.9K
$796K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-14.8KClosed |
$684K - $706K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-12.6K- 3.38% |
$583K - $602K
|
361K
$17M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.93KClosed |
$473K - $494K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1KNew |
$47.7K - $49.7K
|
1K
$47.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-6.11KClosed |
$291K - $304K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
4.6KNew |
$230K - $232K
|
4.6K
$217K
|
|