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 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
21.5K+ 60.69% |
$987K - $1.04M
|
56.9K
$2.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
21.4K+ 13.16% |
$981K - $1.04M
|
184K
$8.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
21.2KNew |
$972K - $1.03M
|
21.2K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 20.94% |
$947K - $1M
|
119K
$5.53M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
20K+ 5.05% |
$919K - $972K
|
417K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20KNew |
$917K - $970K
|
20K
$928K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
19.8KNew |
$910K - $963K
|
19.8K
$921K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
19.7K+ 2.39% |
$902K - $954K
|
841K
$39M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
19.5K+ 2.14% |
$896K - $948K
|
931K
$43.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 5.68% |
$892K - $944K
|
362K
$16.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
18.2K+ 263.59% |
$834K - $882K
|
25.1K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.1K+ 86.61% |
$830K - $878K
|
39K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 31.35% |
$737K - $780K
|
67.3K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.9K+ 12.95% |
$731K - $773K
|
139K
$6.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
15.8K+ 133.06% |
$725K - $767K
|
27.7K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 28.57% |
$715K - $757K
|
70.2K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
15.3K+ 4.05% |
$702K - $743K
|
393K
$18.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
15.3K+ 43.17% |
$701K - $742K
|
50.7K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
14.7K+ 4.45% |
$675K - $714K
|
346K
$16M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
14.6K+ 29.97% |
$668K - $707K
|
63.2K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14.3KNew |
$657K - $695K
|
14.3K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14.3K+ 4.24% |
$655K - $693K
|
351K
$16.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 4.24% |
$655K - $693K
|
351K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 102.09% |
$645K - $683K
|
27.9K
$1.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
11.9KNew |
$546K - $578K
|
11.9K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.6K+ 82.72% |
$534K - $565K
|
25.7K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
11.2K+ 5.56% |
$513K - $543K
|
212K
$9.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
11K+ 7.1% |
$503K - $532K
|
166K
$7.68M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
10.7KNew |
$491K - $519K
|
10.7K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 49.6% |
$481K - $509K
|
31.6K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.4KNew |
$478K - $506K
|
10.4K
$484K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.64KNew |
$442K - $468K
|
9.64K
$447K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.91KNew |
$409K - $432K
|
8.91K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.46K+ 21.11% |
$388K - $410K
|
48.5K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.95KNew |
$364K - $386K
|
7.95K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
7.88K+ 3.16% |
$361K - $382K
|
257K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.19K+ 21.47% |
$330K - $349K
|
40.7K
$1.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
7KNew |
$321K - $340K
|
7K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
6.96KNew |
$319K - $338K
|
6.96K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.95KNew |
$319K - $337K
|
6.95K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.59K+ 3.26% |
$302K - $320K
|
209K
$9.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
6.35K+ 1.07% |
$291K - $308K
|
599K
$27.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
6.24K+ 25.66% |
$286K - $303K
|
30.6K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
6.05K+ 23.54% |
$277K - $293K
|
31.7K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
5.96K+ 5.59% |
$273K - $289K
|
113K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.89K+ 23.32% |
$270K - $286K
|
31.1K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.78K+ 196.53% |
$265K - $281K
|
8.73K
$405K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.67K+ 31.95% |
$260K - $275K
|
23.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.62K+ 1.76% |
$258K - $273K
|
325K
$15.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.39KNew |
$247K - $261K
|
5.39K
$250K
|