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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
303,122
shares
|
$14 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
301,256
shares
|
$14 Million
6.89% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
290,643
shares
|
$13.5 Million
0.74% of portfolio
|
Q4 2024
Added 166.64%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
290,477
shares
|
$13.5 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
290,445
shares
|
$13.5 Million
0.4% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
287,965
shares
|
$13.3 Million
10.45% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
285,381
shares
|
$13.2 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
284,891
shares
|
$13.2 Million
0.81% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
281,866
shares
|
$13.1 Million
4.37% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
280,897
shares
|
$13 Million
7.96% of portfolio
|
Q4 2024
Added 163.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
279,308
shares
|
$12.9 Million
1.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
278,720
shares
|
$12.9 Million
1.19% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
276,501
shares
|
$12.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
272,945
shares
|
$12.6 Million
3.32% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
272,899
shares
|
$12.6 Million
0.61% of portfolio
|
Q4 2024
Reduced 30.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
270,018
shares
|
$12.5 Million
0.31% of portfolio
|
Q4 2024
Added 47.44%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
267,771
shares
|
$12.4 Million
1.27% of portfolio
|
Q4 2024
Added 20.96%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
264,738
shares
|
$12.3 Million
1.1% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
261,245
shares
|
$12.1 Million
1.45% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
254,575
shares
|
$11.8 Million
6.77% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
238,187
shares
|
$11 Million
7.43% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
236,640
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 2495.88%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
232,744
shares
|
$10.8 Million
3.72% of portfolio
|
Q4 2024
Reduced 20.99%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
227,777
shares
|
$10.6 Million
2.91% of portfolio
|
Q4 2024
Reduced 41.94%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
225,374
shares
|
$10.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 97.85%
|