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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
560,615
shares
|
$26.1 Million
2.34% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
550,507
shares
|
$25.6 Million
7.35% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
548,534
shares
|
$25.5 Million
0.92% of portfolio
|
Q1 2025
Added 33.84%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
532,739
shares
|
$24.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
530,603
shares
|
$24.7 Million
1.3% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
521,507
shares
|
$24.3 Million
7.67% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
510,678
shares
|
$23.8 Million
5.04% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
493,146
shares
|
$23 Million
3.19% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
477,607
shares
|
$22.2 Million
0.35% of portfolio
|
Q1 2025
Reduced 46.87%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
476,496
shares
|
$22.2 Million
2.67% of portfolio
|
Q1 2025
Added 82.39%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
475,193
shares
|
$22.1 Million
6.95% of portfolio
|
Q1 2025
Added 16.27%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
475,044
shares
|
$22.1 Million
0.74% of portfolio
|
Q1 2025
Added 742156.25%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
470,189
shares
|
$21.9 Million
1.91% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
470,189
shares
|
$21.9 Million
0.25% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
434,826
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Added 41.74%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
430,196
shares
|
$20 Million
1.94% of portfolio
|
Q1 2025
Added 132.2%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
425,896
shares
|
$19.8 Million
0.04% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
417,142
shares
|
$19.4 Million
5.05% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
416,364
shares
|
$19.4 Million
0.88% of portfolio
|
Q1 2025
Added 59.64%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
413,778
shares
|
$19.3 Million
9.48% of portfolio
|
Q1 2025
Added 37.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
409,838
shares
|
$19.1 Million
0.02% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
409,302
shares
|
$19.1 Million
3.21% of portfolio
|
Q1 2025
Added 95.3%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jun 06, 2025 Q1 2025 |
408,827
shares
|
$19 Million
10.61% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
395,896
shares
|
$18.4 Million
1.17% of portfolio
|
Q1 2025
Added 36.21%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
395,722
shares
|
$18.4 Million
3.58% of portfolio
|
Q1 2025
Added 7.01%
|