Purchases and Sales Made in Q3 2024 in J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
64.3KNew |
$2.95M - $3.12M
|
64.3K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
64K+ 16.58% |
$2.94M - $3.11M
|
450K
$20.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
59.9K+ 15.25% |
$2.75M - $2.91M
|
453K
$21M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
59K+ 14.49% |
$2.71M - $2.86M
|
467K
$21.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
58.5KNew |
$2.68M - $2.84M
|
58.5K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
56.2K+ 68.31% |
$2.58M - $2.73M
|
139K
$6.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
52.5K+ 5.55% |
$2.41M - $2.55M
|
997K
$46.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
51.7K+ 96.66% |
$2.37M - $2.51M
|
105K
$4.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
50.3K+ 69.86% |
$2.31M - $2.44M
|
122K
$5.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
48.5K+ 19.18% |
$2.22M - $2.35M
|
301K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.4K+ 157.48% |
$2.22M - $2.35M
|
79.1K
$3.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
47.4K+ 13.01% |
$2.17M - $2.3M
|
412K
$19.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
BUY
|
- |
46.8K+ 5.77% |
$2.15M - $2.27M
|
858K
$39.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
46.6KNew |
$2.14M - $2.26M
|
46.6K
$2.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
45.2K+ 22.4% |
$2.07M - $2.19M
|
247K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.9K+ 66.25% |
$2.06M - $2.18M
|
113K
$5.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44.7KNew |
$2.05M - $2.17M
|
44.7K
$2.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
44.6K+ 25.26% |
$2.05M - $2.17M
|
221K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
44.3KNew |
$2.03M - $2.15M
|
44.3K
$2.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42K+ 146.2% |
$1.93M - $2.04M
|
70.8K
$3.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
41.1K+ 660.43% |
$1.88M - $1.99M
|
47.3K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.8K+ 14.5% |
$1.78M - $1.88M
|
306K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
38.5K+ 10.12% |
$1.76M - $1.87M
|
419K
$19.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37.4K+ 6.25% |
$1.72M - $1.82M
|
636K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
36.3K+ 7.78% |
$1.67M - $1.76M
|
503K
$23.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
35.7K+ 40.88% |
$1.64M - $1.73M
|
123K
$5.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.5K+ 6.7% |
$1.63M - $1.72M
|
565K
$26.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.2K+ 44.73% |
$1.61M - $1.71M
|
114K
$5.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
35K+ 356.8% |
$1.61M - $1.7M
|
44.9K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
33.6K+ 150.48% |
$1.54M - $1.63M
|
55.8K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
32.5K+ 36.26% |
$1.49M - $1.58M
|
122K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
32.1K+ 15.8% |
$1.47M - $1.56M
|
235K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
30.8K+ 86.34% |
$1.41M - $1.49M
|
66.4K
$3.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29.9K+ 3.47% |
$1.37M - $1.45M
|
890K
$41.3M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
28.7K+ 15.88% |
$1.31M - $1.39M
|
209K
$9.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.5KNew |
$1.31M - $1.38M
|
28.5K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
27.6KNew |
$1.27M - $1.34M
|
27.6K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.2K+ 85.05% |
$1.25M - $1.32M
|
59.2K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
27K+ 9.23% |
$1.24M - $1.31M
|
320K
$14.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
26.4K+ 4.89% |
$1.21M - $1.28M
|
565K
$26.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
25.2KNew |
$1.16M - $1.22M
|
25.2K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
25K+ 253.99% |
$1.15M - $1.21M
|
34.9K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
24.5K+ 13.47% |
$1.13M - $1.19M
|
207K
$9.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
24.3K+ 15.5% |
$1.11M - $1.18M
|
181K
$8.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.3K+ 2.29% |
$1.11M - $1.18M
|
1.08M
$50.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 1.85% |
$1.11M - $1.17M
|
1.33M
$61.6M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
22.8KNew |
$1.05M - $1.11M
|
22.8K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22.5K+ 7.91% |
$1.03M - $1.09M
|
307K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
22.4K+ 7.56% |
$1.03M - $1.09M
|
319K
$14.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
22.3K+ 5.61% |
$1.02M - $1.08M
|
419K
$19.4M
|