Purchases and Sales Made in Q2 2023 in Jp Morgan Exchange Traded Fd T (JCPI)
This table provides information about the institutional ownership of Jp Morgan Exchange Traded Fd T (JCPI) during Q2 2023. The information is specifically focused on institutions that hold shares of JP MORGAN EXCHANGE-TRADED FD T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.6KNew |
$675K - $697K
|
14.6K
$692K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
6.69K+ 33.14% |
$309K - $319K
|
26.9K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.98K+ 423.02% |
$229K - $237K
|
6.16K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.9KNew |
$226K - $233K
|
4.9K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.88K+ 21.94% |
$179K - $185K
|
21.6K
$1.02M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.78K+ 2.11% |
$174K - $180K
|
183K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.07K+ 38.26% |
$95.2K - $98.3K
|
7.47K
$353K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 37.26% |
$79.1K - $81.7K
|
6.32K
$299K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.23K+ 12.14% |
$56.8K - $58.6K
|
11.4K
$538K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
946+ 13.93% |
$43.6K - $45K
|
7.74K
$365K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
681+ 2.38% |
$31.4K - $32.4K
|
29.3K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
430New |
$19.8K - $20.5K
|
430
$20.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-21- 0.16% |
$968 - $1K
|
12.8K
$607K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-894- 1.38% |
$41.2K - $42.6K
|
63.9K
$3.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12K- 20.73% |
$51.5K - $53.2K
|
4.27K
$202K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 20.88% |
$57.3K - $59.2K
|
4.71K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.71K- 30.01% |
$78.9K - $81.5K
|
3.99K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.17K- 48.84% |
$99.9K - $103K
|
2.27K
$107K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.83K- 30.97% |
$223K - $230K
|
10.8K
$509K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.75K- 5.4% |
$311K - $321K
|
118K
$5.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-9.55K- 8.03% |
$440K - $455K
|
109K
$5.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.4K- 30.07% |
$618K - $639K
|
31.2K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-58.8K- 12.27% |
$2.71M - $2.8M
|
420K
$19.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.01M- 97.31% |
$185M - $191M
|
111K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.31M- 39.21% |
$199M - $205M
|
6.68M
$316M
|