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 320 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,551
shares
|
$257,621
0.0% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
5,531
shares
|
$256,693
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,317
shares
|
$246,761
0.15% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
5,256
shares
|
$243,930
0.02% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,231
shares
|
$242,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
5,205
shares
|
$241,564
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
5,175
shares
|
$240,171
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
5,121
shares
|
$237,665
0.16% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
5,118
shares
|
$237,526
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
5,025
shares
|
$233,210
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
4,801
shares
|
$222,814
0.11% of portfolio
|
Q4 2024
Reduced 13.85%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,627
shares
|
$214,739
0.03% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
4,489
shares
|
$208,334
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
4,094
shares
|
$190,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,541
shares
|
$164,337
0.01% of portfolio
|
Q3 2024
Reduced 25.45%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
3,122
shares
|
$144,892
0.06% of portfolio
|
Q4 2024
Reduced 40.02%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
2,958
shares
|
$137,280
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,179
shares
|
$101,127
0.01% of portfolio
|
Q3 2024
Reduced 23.06%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,577
shares
|
$73,188
0.19% of portfolio
|
Q3 2024
Added 109.43%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,526
shares
|
$70,821
0.0% of portfolio
|
Q3 2024
Added 43.56%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,205
shares
|
$55,924
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,162
shares
|
$53,928
0.03% of portfolio
|
Q1 2024
Reduced 72.71%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
938
shares
|
$43,532
0.0% of portfolio
|
Q4 2024
Added 23350.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
927
shares
|
$43,022
0.0% of portfolio
|
Q2 2024
Reduced 53.93%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
920
shares
|
$42,697
0.01% of portfolio
|
Q3 2024
Reduced 69.54%
|