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 342 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
949,295
shares
|
$44 Million
12.61% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
946,021
shares
|
$43.8 Million
2.08% of portfolio
|
Q4 2024
Added 6.33%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
925,625
shares
|
$42.9 Million
8.74% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
899,017
shares
|
$41.7 Million
0.61% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
858,945
shares
|
$39.8 Million
0.03% of portfolio
|
Q4 2024
Added 699.44%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
851,584
shares
|
$39.5 Million
8.21% of portfolio
|
Q2 2024
Added 3324.19%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
817,944
shares
|
$37.9 Million
12.66% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
790,495
shares
|
$36.6 Million
7.66% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
783,411
shares
|
$36.3 Million
3.41% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
753,409
shares
|
$34.9 Million
15.42% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
735,307
shares
|
$34.1 Million
0.05% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
704,793
shares
|
$32.7 Million
10.85% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
636,151
shares
|
$29.5 Million
0.06% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
627,243
shares
|
$29.1 Million
13.48% of portfolio
|
Q4 2024
Added 49.79%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
620,029
shares
|
$28.7 Million
6.35% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
619,148
shares
|
$28.7 Million
1.15% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
583,791
shares
|
$27 Million
11.96% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
575,465
shares
|
$26.7 Million
0.15% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
565,755
shares
|
$26.2 Million
4.46% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
539,174
shares
|
$25 Million
11.06% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
533,721
shares
|
$24.7 Million
0.04% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
532,971
shares
|
$24.7 Million
2.16% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
530,603
shares
|
$24.6 Million
1.3% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
521,507
shares
|
$24.2 Million
7.67% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
510,678
shares
|
$23.7 Million
5.04% of portfolio
|
Q1 2025
New holding
|