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 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.43% |
$1.91K - $1.94K
|
9.58K
$449K
|
|
|
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
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-634- 1.17% |
$29.6K - $30.1K
|
53.5K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.17K- 10.0% |
$54.3K - $55.2K
|
10.5K
$491K
|
|
|
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
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 3.01% |
$83.6K - $85K
|
57.8K
$2.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.93K- 19.28% |
$89.8K - $91.3K
|
8.06K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.13K- 3.52% |
$146K - $149K
|
85.9K
$4.02M
|
|
|
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
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-4.86K- 31.2% |
$227K - $231K
|
10.7K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-4.86K- 31.2% |
$227K - $231K
|
10.7K
$502K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-10.3K- 43.16% |
$482K - $490K
|
13.6K
$637K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 4.06% |
$569K - $578K
|
288K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19K- 63.8% |
$888K - $902K
|
10.8K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-23.1K- 6.98% |
$1.08M - $1.1M
|
308K
$14.4M
|