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
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
698+ 9.04% |
$32K - $33.9K
|
8.42K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
665New |
$30.5K - $32.3K
|
665
$30.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
647+ 5.68% |
$29.7K - $31.4K
|
12K
$558K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
642New |
$29.4K - $31.2K
|
642
$29.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
640+ 11.04% |
$29.4K - $31.1K
|
6.44K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
630New |
$28.9K - $30.6K
|
630
$29.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
621New |
$28.5K - $30.1K
|
621
$28.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
605+ 4.94% |
$27.8K - $29.4K
|
12.9K
$596K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
587+ 4.2% |
$26.9K - $28.5K
|
14.6K
$675K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
514+ 1.19% |
$23.6K - $24.9K
|
43.7K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
463+ 43.56% |
$21.2K - $22.5K
|
1.53K
$70.8K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
428+ 0.6% |
$19.6K - $20.8K
|
71.3K
$3.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
426+ 1.28% |
$19.5K - $20.7K
|
33.7K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
407+ 8.31% |
$18.7K - $19.8K
|
5.3K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
396+ 0.6% |
$18.2K - $19.2K
|
66.6K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
375+ 0.35% |
$17.2K - $18.2K
|
107K
$4.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
336+ 1.29% |
$15.4K - $16.3K
|
26.4K
$1.23M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
304+ 1.3% |
$13.9K - $14.8K
|
23.8K
$1.1M
|
|
|
Dec 03, 2024
Q3 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
223+ 0.12% |
$10.2K - $10.8K
|
187K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
164+ 0.67% |
$7.52K - $7.96K
|
24.8K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
103+ 0.6% |
$4.72K - $5K
|
17.3K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
96+ 1.35% |
$4.4K - $4.66K
|
7.2K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
89+ 0.81% |
$4.08K - $4.32K
|
11K
$511K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
85+ 1.34% |
$3.9K - $4.13K
|
6.41K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
60+ 0.77% |
$2.75K - $2.91K
|
7.82K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
59+ 0.16% |
$2.71K - $2.86K
|
36.3K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
26+ 0.42% |
$1.19K - $1.26K
|
6.16K
$286K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
25+ 23.36% |
$1.15K - $1.21K
|
132
$6.12K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.29% |
$229 - $243
|
394
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4New |
$183 - $194
|
4
$186
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$45.9 - $48.5
|
1
$46.4
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- 0.02% |
$45.9 - $48.5
|
6.16K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 3.08% |
$91.7 - $97.1
|
63
$2.92K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7- 0.13% |
$321 - $340
|
5.58K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14- 0.09% |
$642 - $679
|
15K
$694K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-25- 0.29% |
$1.15K - $1.21K
|
8.58K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 0.73% |
$1.88K - $1.99K
|
5.6K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-83- 0.5% |
$3.81K - $4.03K
|
16.6K
$769K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-178- 3.33% |
$8.16K - $8.64K
|
5.17K
$240K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-181- 3.68% |
$8.3K - $8.78K
|
4.74K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 1.43% |
$9.17K - $9.71K
|
13.8K
$640K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-255- 2.24% |
$11.7K - $12.4K
|
11.1K
$516K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-275- 85.67% |
$12.6K - $13.3K
|
46
$2.13K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-419- 5.49% |
$19.2K - $20.3K
|
7.22K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-555- 5.36% |
$25.5K - $26.9K
|
9.79K
$454K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-628- 0.98% |
$28.8K - $30.5K
|
63.4K
$2.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-653- 23.06% |
$30K - $31.7K
|
2.18K
$101K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-743- 2.22% |
$34.1K - $36.1K
|
32.7K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-877- 3.84% |
$40.2K - $42.6K
|
22K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-995- 4.15% |
$45.6K - $48.3K
|
23K
$1.07M
|