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 |
|---|---|---|---|---|---|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,025
shares
|
$233,964
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
5,021
shares
|
$233,777
0.09% of portfolio
|
Q1 2025
Added 399.11%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
5,000
shares
|
$232,800
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,973
shares
|
$231,542
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
4,910
shares
|
$228,609
0.07% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,791
shares
|
$223,068
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,678
shares
|
$217,807
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,610
shares
|
$214,641
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
4,500
shares
|
$209,520
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,310
shares
|
$200,673
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
2,958
shares
|
$137,724
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,745
shares
|
$127,807
0.11% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,376
shares
|
$110,626
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
2,313
shares
|
$107,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,173
shares
|
$101,174
0.03% of portfolio
|
Q1 2025
Added 80.33%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,811
shares
|
$84,320
0.26% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,162
shares
|
$54,102
0.03% of portfolio
|
Q1 2024
Reduced 72.71%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,035
shares
|
$48,189
0.0% of portfolio
|
Q1 2025
Reduced 30.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,021
shares
|
$47,537
0.0% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
964
shares
|
$44,883
0.0% of portfolio
|
Q4 2024
Reduced 55.76%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
920
shares
|
$42,835
0.01% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
879
shares
|
$40,926
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
682
shares
|
$31,753
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
642
shares
|
$29,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
630
shares
|
$29,332
0.0% of portfolio
|
Q1 2025
Reduced 31.0%
|