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 369 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
7,958
shares
|
$370,524
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,656
shares
|
$356,463
0.08% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,572
shares
|
$352,552
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,566
shares
|
$352,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
7,166
shares
|
$333,648
0.07% of portfolio
|
Q1 2025
Added 40.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,153
shares
|
$333,043
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7,152
shares
|
$332,997
0.29% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,107
shares
|
$330,901
0.03% of portfolio
|
Q4 2024
Added 193.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,859
shares
|
$319,355
0.03% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,493
shares
|
$302,314
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,352
shares
|
$295,749
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
6,325
shares
|
$294,492
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,282
shares
|
$292,489
0.01% of portfolio
|
Q1 2025
Reduced 88.47%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,280
shares
|
$292,396
0.03% of portfolio
|
Q1 2025
Reduced 71.58%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
6,236
shares
|
$290,348
0.15% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
6,180
shares
|
$287,740
0.03% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
6,178
shares
|
$287,647
0.11% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Stonehearth Capital Management, LLC
|
Apr 01, 2025 Q1 2025 |
5,986
shares
|
$278,708
0.12% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,895
shares
|
$274,471
0.0% of portfolio
|
Q1 2025
Reduced 36.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,754
shares
|
$267,906
0.01% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
5,674
shares
|
$264,181
0.19% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,583
shares
|
$259,944
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
5,531
shares
|
$257,523
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,347
shares
|
$248,956
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,039
shares
|
$234,615
0.04% of portfolio
|
Q1 2025
Added 3.88%
|