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 344 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
25,255
shares
|
$1.17 Million
0.3% of portfolio
|
Q4 2024
Reduced 93.94%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
24,871
shares
|
$1.15 Million
0.67% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
24,839
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
23,769
shares
|
$1.1 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
22,780
shares
|
$1.05 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
22,291
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.39%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,094
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
22,027
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.71%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
21,220
shares
|
$979,939
0.25% of portfolio
|
Q4 2024
Added 68.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
21,194
shares
|
$978,738
0.0% of portfolio
|
Q1 2025
Added 94.55%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,761
shares
|
$958,742
0.03% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,848
shares
|
$916,580
0.17% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$916,211
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
19,714
shares
|
$910,392
0.49% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
19,670
shares
|
$908,360
0.43% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,597
shares
|
$904,989
0.01% of portfolio
|
Q4 2024
Added 36.77%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$895,337
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
19,324
shares
|
$892,382
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
17,758
shares
|
$820,064
0.7% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
16,861
shares
|
$778,640
0.27% of portfolio
|
Q4 2024
Added 47.67%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
16,421
shares
|
$758,321
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,408
shares
|
$757,721
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
16,017
shares
|
$739,665
0.45% of portfolio
|
Q1 2025
Added 201.24%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
15,437
shares
|
$712,880
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,340
shares
|
$708,401
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|