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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,216
shares
|
$702,674
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
14,554
shares
|
$672,103
0.29% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,117
shares
|
$651,923
0.01% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
13,618
shares
|
$628,879
0.09% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,407
shares
|
$619,135
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
13,400
shares
|
$618,812
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$581,868
0.07% of portfolio
|
Q2 2023
Added 134.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$569,953
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
12,237
shares
|
$565,104
0.01% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
12,100
shares
|
$558,778
0.01% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
12,062
shares
|
$557,023
0.1% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,018
shares
|
$554,991
0.4% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
11,824
shares
|
$546,032
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,520
shares
|
$531,993
0.01% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$509,042
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
10,704
shares
|
$494,310
0.16% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
10,703
shares
|
$494,264
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,638
shares
|
$491,262
0.02% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
10,419
shares
|
$481,149
0.04% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
10,408
shares
|
$480,641
0.07% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,188
shares
|
$470,481
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
10,017
shares
|
$462,585
0.07% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
9,975
shares
|
$460,645
0.21% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
9,757
shares
|
$450,578
0.23% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
9,408
shares
|
$434,461
0.1% of portfolio
|
Q4 2024
New holding
|