Purchases and Sales Made in Q1 2023 in J P Morgan Exchange Traded Fd (JCPB)

JCPB Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 11, 2023 Q1 2023
Legacy Wealth Management, Inc

BUY
 -
1.3M
+ 180.32%
$59.4M - $62.1M
2.01M $93.1M
May 12, 2023 Q1 2023
Wms Partners, LLC

BUY
 -
367K
New
$16.8M - $17.6M
367K $17M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
322K
+ 42.25%
$14.7M - $15.4M
1.08M $50M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
309K
+ 25.25%
$14.2M - $14.8M
1.53M $70.8M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
258K
New
$11.8M - $12.3M
258K $11.9M
Apr 28, 2023 Q1 2023
Janney Capital Management LLC

BUY
 -
252K
New
$11.6M - $12.1M
252K $11.6M
May 02, 2023 Q1 2023
Financial Planning & Information Services, Inc.

BUY
 -
242K
+ 147.46%
$11.1M - $11.6M
406K $18.8M
Apr 11, 2023 Q1 2023
Bond & Devick Financial Network, Inc.

BUY
 -
217K
New
$9.93M - $10.4M
217K $10M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
185K
+ 52.87%
$8.46M - $8.84M
533K $24.6M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
152K
+ 57.79%
$6.96M - $7.27M
414K $19.1M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
115K
+ 31.05%
$5.28M - $5.52M
486K $22.5M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
114K
New
$5.22M - $5.46M
114K $5.26M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
114K
New
$5.22M - $5.46M
114K $5.26M
Apr 19, 2023 Q1 2023
Windsor Group LTD

BUY
 -
104K
+ 93.22%
$4.76M - $4.97M
215K $9.94M
May 15, 2023 Q1 2023
Forum Private Client Group LLC

BUY
 -
97.2K
New
$4.45M - $4.65M
97.2K $4.49M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
94.9K
+ 1264.25%
$4.35M - $4.54M
102K $4.73M
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
69.7K
+ 10.84%
$3.19M - $3.34M
713K $32.9M
May 01, 2023 Q1 2023
Financial Futures LTD Liability Co.

BUY
 -
60.7K
New
$2.78M - $2.91M
60.7K $2.81M
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
56.1K
+ 362.84%
$2.57M - $2.69M
71.6K $3.31M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
51.9K
+ 8.24%
$2.38M - $2.49M
683K $31.5M
May 15, 2023 Q1 2023
Roof Eidam & Maycock

BUY
 -
47.8K
+ 18.92%
$2.19M - $2.29M
300K $13.9M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
38.9K
+ 640.49%
$1.78M - $1.86M
45K $2.08M
May 08, 2023 Q1 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
37.8K
New
$1.73M - $1.81M
37.8K $1.75M
Apr 11, 2023 Q1 2023
Paradigm Financial Partners, LLC

BUY
 -
37.1K
New
$1.7M - $1.78M
37.1K $1.72M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
30.6K
+ 13.43%
$1.4M - $1.46M
258K $11.9M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
30.3K
+ 15.04%
$1.39M - $1.45M
232K $10.7M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
24.8K
New
$1.14M - $1.19M
24.8K $1.15M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
24.4K
+ 23.01%
$1.12M - $1.17M
130K $6.02M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
21.9K
New
$1M - $1.05M
21.9K $1.01M
May 12, 2023 Q1 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
21.6K
New
$989K - $1.03M
21.6K $997K
May 04, 2023 Q1 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
21K
New
$963K - $1.01M
21K $971K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
20.7K
New
$947K - $990K
20.7K $955K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
19.5K
+ 159.01%
$894K - $933K
31.8K $1.47M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
19.4K
+ 26.98%
$888K - $928K
91.2K $4.21M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
19K
+ 92.84%
$870K - $909K
39.4K $1.82M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
18.6K
+ 11.01%
$852K - $890K
187K $8.66M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
17.7K
New
$811K - $848K
17.7K $818K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
17.7K
+ 37.19%
$809K - $846K
65.1K $3.01M
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
16.8K
+ 554.67%
$768K - $802K
19.8K $913K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
14.7K
New
$674K - $704K
14.7K $679K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
12K
New
$550K - $574K
12K $554K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
10.9K
New
$502K - $524K
10.9K $506K
May 05, 2023 Q1 2023
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
10.7K
+ 1.68%
$493K - $515K
650K $30M
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
10.2K
+ 9.09%
$466K - $487K
122K $5.64M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
10.2K
New
$465K - $486K
10.2K $469K
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
10.1K
+ 5.76%
$462K - $483K
185K $8.57M
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
9.92K
New
$455K - $475K
9.92K $458K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
9.48K
+ 46.32%
$434K - $454K
29.9K $1.38M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
8.17K
New
$374K - $391K
8.17K $377K

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