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 |
|---|---|---|---|---|---|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
9,249
shares
|
$427,118
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,220
shares
|
$425,779
0.01% of portfolio
|
Q4 2024
Reduced 95.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,069
shares
|
$418,806
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
9,011
shares
|
$416,127
0.01% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
8,819
shares
|
$407,261
0.09% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
8,813
shares
|
$406,984
0.02% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
8,657
shares
|
$399,780
0.24% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,643
shares
|
$399,133
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,232
shares
|
$380,153
0.0% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
8,184
shares
|
$377,937
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,703
shares
|
$355,724
0.02% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,656
shares
|
$353,554
0.08% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,572
shares
|
$349,674
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
7,354
shares
|
$339,607
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
7,162
shares
|
$330,741
0.01% of portfolio
|
Q4 2024
Added 28.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,116
shares
|
$328,616
0.0% of portfolio
|
Q4 2024
Reduced 78.74%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,107
shares
|
$328,201
0.03% of portfolio
|
Q4 2024
Added 193.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
6,650
shares
|
$307,097
0.03% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
6,352
shares
|
$293,335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
6,325
shares
|
$292,088
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
6,236
shares
|
$287,978
0.15% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
6,235
shares
|
$287,932
0.03% of portfolio
|
Q4 2024
Added 39.33%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
5,986
shares
|
$276,433
0.12% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,870
shares
|
$271,076
0.1% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,583
shares
|
$257,822
0.13% of portfolio
|
Q1 2025
New holding
|