Institutional Ownership J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 54 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,846,814
shares
|
$315 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,244,090
shares
|
$149 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
|
Legacy Wealth Management, Inc
|
Apr 12, 2024 Q1 2024 |
2,491,232
shares
|
$115 Million
8.57% of portfolio
|
Q1 2024
Added 7.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,726,924
shares
|
$79.5 Million
0.12% of portfolio
|
Q1 2024
Added 67.48%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Apr 30, 2024 Q1 2024 |
1,395,868
shares
|
$64.3 Million
21.44% of portfolio
|
Q1 2024
Added 85.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,282,435
shares
|
$59 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Wms Partners, LLC
|
May 15, 2024 Q1 2024 |
1,241,832
shares
|
$57.2 Million
4.14% of portfolio
|
Q1 2024
Added 17.94%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Apr 23, 2024 Q1 2024 |
1,160,930
shares
|
$53.4 Million
22.04% of portfolio
|
Q1 2024
Added 21.72%
|
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
1,072,388
shares
|
$49.4 Million
0.81% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
1,051,235
shares
|
$48.4 Million
0.15% of portfolio
|
Q1 2024
Added 28.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,025,748
shares
|
$47.2 Million
0.16% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
1,017,906
shares
|
$46.9 Million
6.35% of portfolio
|
Q1 2024
Added 21.4%
|
|
|
D.B. Root & Company, LLC
|
Apr 17, 2024 Q1 2024 |
974,811
shares
|
$44.9 Million
15.57% of portfolio
|
Q1 2024
Added 18.84%
|
|
|
Wiser Wealth Management, Inc
|
Apr 19, 2024 Q1 2024 |
867,111
shares
|
$39.9 Million
13.27% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
May 14, 2024 Q1 2024 |
865,685
shares
|
$39.8 Million
6.07% of portfolio
|
Q1 2024
Added 39.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
847,624
shares
|
$39 Million
0.06% of portfolio
|
Q1 2024
Added 121.37%
|
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
842,644
shares
|
$38.8 Million
2.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
827,584
shares
|
$38.1 Million
0.0% of portfolio
|
Q1 2024
Added 16.24%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
805,857
shares
|
$37.1 Million
21.16% of portfolio
|
Q1 2024
Added 5.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
783,287
shares
|
$36.1 Million
0.08% of portfolio
|
Q1 2024
Added 40.57%
|
|
|
Harbor Group, Inc.
|
Apr 15, 2024 Q1 2024 |
776,985
shares
|
$35.8 Million
9.56% of portfolio
|
Q1 2024
Added 5.64%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
753,731
shares
|
$34.7 Million
0.06% of portfolio
|
Q1 2024
Added 42.44%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 15, 2024 Q1 2024 |
692,305
shares
|
$31.9 Million
1.5% of portfolio
|
Q1 2024
Added 14.02%
|
|
|
Mcia Inc
|
Apr 10, 2024 Q1 2024 |
626,791
shares
|
$28.9 Million
8.16% of portfolio
|
Q1 2024
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 22, 2024 Q1 2024 |
603,948
shares
|
$27.8 Million
7.19% of portfolio
|
Q1 2024
New holding
|
|