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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
5.23KNew |
$240K - $254K
|
5.23K
$243K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.21KNew |
$239K - $253K
|
5.21K
$241K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
5.21KNew |
$239K - $253K
|
5.21K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.18KNew |
$237K - $251K
|
5.18K
$240K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.06K+ 14.02% |
$232K - $246K
|
41.2K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 55.71% |
$232K - $245K
|
14.1K
$655K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4.97K+ 2.96% |
$228K - $241K
|
173K
$8.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.92K+ 3.86% |
$226K - $239K
|
132K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.85K+ 2.64% |
$222K - $235K
|
188K
$8.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.74KNew |
$217K - $230K
|
4.74K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
4.61K+ 1.36% |
$211K - $224K
|
342K
$15.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.49KNew |
$206K - $218K
|
4.49K
$208K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
4.48KNew |
$205K - $217K
|
4.48K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.37KNew |
$200K - $212K
|
4.37K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.24K+ 30.22% |
$195K - $206K
|
18.3K
$848K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.08K+ 59.1% |
$187K - $198K
|
11K
$509K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.37K+ 2.15% |
$155K - $164K
|
160K
$7.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.28K+ 6.93% |
$150K - $159K
|
50.6K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.07K+ 4.31% |
$141K - $149K
|
74.2K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.03K+ 36.12% |
$139K - $147K
|
11.4K
$530K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.98K+ 1.29% |
$137K - $145K
|
234K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.97K+ 8.29% |
$136K - $144K
|
38.8K
$1.8M
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.96KNew |
$136K - $144K
|
2.96K
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 3.48% |
$135K - $143K
|
87.7K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.93K+ 5.04% |
$134K - $142K
|
61.1K
$2.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.65K+ 2.9% |
$121K - $129K
|
94K
$4.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 28.7% |
$121K - $128K
|
11.9K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.5K+ 4.91% |
$114K - $121K
|
53.4K
$2.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.49K+ 33.42% |
$114K - $121K
|
9.96K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.41K+ 10.08% |
$111K - $117K
|
26.3K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.4K+ 5.06% |
$110K - $116K
|
49.7K
$2.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.14K+ 6.95% |
$98.3K - $104K
|
33K
$1.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.11K+ 4.33% |
$96.8K - $102K
|
50.8K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.08K+ 0.75% |
$95.6K - $101K
|
279K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.08K+ 11.08% |
$95.2K - $101K
|
20.8K
$965K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.98K+ 14.5% |
$90.6K - $95.8K
|
15.6K
$724K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.93K+ 31.89% |
$88.3K - $93.5K
|
7.97K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 8.57% |
$80.5K - $85.1K
|
22.2K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 21.58% |
$70K - $74.1K
|
8.6K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.53K+ 13.74% |
$70K - $74K
|
12.6K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.29K+ 17.08% |
$59.3K - $62.7K
|
8.87K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.17K+ 26.41% |
$53.7K - $56.8K
|
5.6K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.1K+ 1.75% |
$50.5K - $53.5K
|
64.1K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.09K+ 12.27% |
$50K - $52.9K
|
9.98K
$463K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
964+ 20.92% |
$44.2K - $46.8K
|
5.57K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
920+ 2.4% |
$42.2K - $44.6K
|
39.3K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
913New |
$41.9K - $44.3K
|
913
$42.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
907+ 0.51% |
$41.6K - $44K
|
180K
$8.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
824+ 109.43% |
$37.8K - $40K
|
1.58K
$73.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
822+ 9.41% |
$37.7K - $39.9K
|
9.56K
$443K
|