Purchases and Sales Made in Q4 2024 in Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP) during Q4 2024. The information is specifically focused on institutions that hold shares of JP MORGAN EXCH-TRADED FD TR SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
69.5K+ 716.71% |
$3.24M - $3.29M
|
79.2K
$3.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63.7K+ 48.67% |
$2.97M - $3.02M
|
195K
$9.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.2KNew |
$2.76M - $2.81M
|
59.2K
$2.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 109.04% |
$2.16M - $2.19M
|
88.7K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
41.9KNew |
$1.96M - $1.99M
|
41.9K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
41.5KNew |
$1.94M - $1.97M
|
41.5K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
36.9K+ 3.13% |
$1.72M - $1.75M
|
1.22M
$56.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.3KNew |
$1.41M - $1.44M
|
30.3K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
20.3K+ 13.27% |
$949K - $965K
|
174K
$8.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$944K - $960K
|
20.2K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.7K+ 56.46% |
$499K - $508K
|
29.7K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
10.2K+ 2.45% |
$474K - $482K
|
426K
$19.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
9.57K+ 8.83% |
$446K - $454K
|
118K
$5.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.56K+ 6.13% |
$399K - $406K
|
148K
$6.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
7.65K+ 8.29% |
$357K - $363K
|
99.9K
$4.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.77K+ 352.94% |
$316K - $321K
|
8.69K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
6.43K+ 57.99% |
$300K - $305K
|
17.5K
$817K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
5.31KNew |
$248K - $252K
|
5.31K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.7KNew |
$219K - $223K
|
4.7K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
4.58KNew |
$213K - $217K
|
4.58K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.47KNew |
$208K - $212K
|
4.47K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4K+ 9.87% |
$186K - $190K
|
44.5K
$2.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.49K+ 3.7% |
$163K - $166K
|
97.8K
$4.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.48K+ 3.94% |
$116K - $118K
|
65.5K
$3.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.25K+ 37.38% |
$105K - $107K
|
8.27K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.19K+ 7.02% |
$102K - $104K
|
33.3K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.9K+ 22.69% |
$88.4K - $89.8K
|
10.2K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.51K+ 7.22% |
$70.4K - $71.5K
|
22.4K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.36K+ 227.33% |
$63.6K - $64.7K
|
1.96K
$91.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
670+ 3.68% |
$31.2K - $31.8K
|
18.9K
$882K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
525New |
$24.5K - $24.9K
|
525
$24.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
488New |
$22.8K - $23.1K
|
488
$22.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
400+ 2.78% |
$18.7K - $19K
|
14.8K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
84+ 0.79% |
$3.92K - $3.98K
|
10.7K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
46+ 0.77% |
$2.14K - $2.18K
|
6.02K
$281K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.43% |
$1.91K - $1.94K
|
9.58K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-397- 1.78% |
$18.5K - $18.8K
|
21.9K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-634- 1.17% |
$29.6K - $30.1K
|
53.5K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.17K- 10.0% |
$54.3K - $55.2K
|
10.5K
$489K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 5.13% |
$56K - $56.9K
|
22.2K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.39K- 4.53% |
$64.7K - $65.8K
|
29.3K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.62K- 25.65% |
$75.7K - $76.9K
|
4.7K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 3.01% |
$83.6K - $85K
|
57.8K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.93K- 19.28% |
$89.8K - $91.3K
|
8.06K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.13K- 3.52% |
$146K - $149K
|
85.9K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.41K- 9.67% |
$159K - $162K
|
31.9K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.54K- 13.79% |
$165K - $168K
|
22.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4.86K- 31.2% |
$227K - $231K
|
10.7K
$500K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.3K- 43.16% |
$482K - $490K
|
13.6K
$634K
|