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 |
|---|---|---|---|---|---|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
394,027
shares
|
$18.3 Million
1.86% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
390,685
shares
|
$18.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
390,037
shares
|
$18.2 Million
3.81% of portfolio
|
Q1 2025
Added 34.27%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
364,232
shares
|
$17 Million
3.53% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
353,180
shares
|
$16.4 Million
0.82% of portfolio
|
Q1 2025
Added 29.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
351,775
shares
|
$16.4 Million
0.01% of portfolio
|
Q1 2025
Added 56.62%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
349,998
shares
|
$16.3 Million
2.86% of portfolio
|
Q3 2023
Added 23.0%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
349,377
shares
|
$16.3 Million
5.73% of portfolio
|
Q1 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
348,833
shares
|
$16.2 Million
0.67% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
348,331
shares
|
$16.2 Million
4.21% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
342,893
shares
|
$16 Million
1.29% of portfolio
|
Q1 2025
Added 121.62%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
338,625
shares
|
$15.8 Million
6.03% of portfolio
|
Q1 2025
Added 104.55%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
338,306
shares
|
$15.8 Million
4.16% of portfolio
|
Q1 2025
Added 23.95%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
329,315
shares
|
$15.3 Million
1.55% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
324,298
shares
|
$15.1 Million
0.65% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
321,814
shares
|
$15 Million
10.6% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
312,726
shares
|
$14.6 Million
1.52% of portfolio
|
Q1 2025
Added 16.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,131
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
301,161
shares
|
$14 Million
0.42% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
295,903
shares
|
$13.8 Million
1.23% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
287,965
shares
|
$13.4 Million
10.45% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
285,381
shares
|
$13.3 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
284,618
shares
|
$13.3 Million
7.72% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
276,194
shares
|
$12.9 Million
1.13% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
274,858
shares
|
$12.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.59%
|