Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$1.02M - $1.05M
|
22.7K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
13.4K+ 7.32% |
$604K - $620K
|
196K
$9.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 36.46% |
$513K - $527K
|
42.6K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.91KNew |
$312K - $320K
|
6.91K
$326K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.6K+ 16.7% |
$162K - $167K
|
25.2K
$1.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
3.27K+ 12.14% |
$147K - $151K
|
30.2K
$1.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.3K+ 11.38% |
$58.4K - $60K
|
12.7K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
638+ 8.55% |
$28.8K - $29.5K
|
8.1K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
635+ 8.21% |
$28.7K - $29.4K
|
8.37K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
175+ 4.09% |
$7.9K - $8.1K
|
4.45K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
152+ 1.67% |
$6.86K - $7.04K
|
9.25K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
119+ 0.93% |
$5.37K - $5.51K
|
13K
$612K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$857 - $880
|
6.34K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.02% |
$45.1 - $46.3
|
4.71K
$223K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-94- 0.08% |
$4.24K - $4.35K
|
118K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 15.38% |
$4.51K - $4.63K
|
550
$26K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-163- 0.56% |
$7.35K - $7.55K
|
29.1K
$1.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-420- 7.35% |
$19K - $19.4K
|
5.3K
$250K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.47K- 36.91% |
$66.5K - $68.2K
|
2.52K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 17.77% |
$86.4K - $88.6K
|
8.86K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.1K- 27.97% |
$185K - $190K
|
10.6K
$498K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.61K- 7.22% |
$208K - $214K
|
59.3K
$2.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 79.45% |
$221K - $226K
|
1.27K
$59.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-8.52K- 7.79% |
$384K - $394K
|
101K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10.1K- 2.4% |
$455K - $467K
|
410K
$19.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.6K- 21.34% |
$1.07M - $1.09M
|
87.2K
$4.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-202K- 3.02% |
$9.1M - $9.34M
|
6.48M
$306M
|