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 320 institutions that hold shares in the stock, with a total of 78.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.43 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
180,276
shares
|
$8.37 Million
1.27% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
179,785
shares
|
$8.34 Million
1.2% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
175,854
shares
|
$8.16 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
175,075
shares
|
$8.13 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
174,165
shares
|
$8.08 Million
6.55% of portfolio
|
Q4 2024
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$7.9 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
167,124
shares
|
$7.76 Million
3.41% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
165,548
shares
|
$7.68 Million
3.79% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
154,718
shares
|
$7.18 Million
0.69% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
152,187
shares
|
$7.06 Million
0.91% of portfolio
|
Q4 2024
Added 61.85%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
148,089
shares
|
$6.87 Million
1.88% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
147,446
shares
|
$6.84 Million
4.17% of portfolio
|
Q2 2024
Added 10.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
144,958
shares
|
$6.73 Million
0.84% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
138,581
shares
|
$6.43 Million
0.01% of portfolio
|
Q3 2024
Added 68.31%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
137,059
shares
|
$6.36 Million
3.55% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
135,112
shares
|
$6.27 Million
0.0% of portfolio
|
Q3 2024
Added 149.97%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
134,675
shares
|
$6.25 Million
5.7% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
133,121
shares
|
$6.18 Million
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
132,440
shares
|
$6.15 Million
0.05% of portfolio
|
Q4 2024
Added 85.76%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
128,432
shares
|
$5.96 Million
1.37% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
126,574
shares
|
$5.87 Million
5.59% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
126,417
shares
|
$5.87 Million
0.07% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
122,022
shares
|
$5.66 Million
0.83% of portfolio
|
Q3 2024
Added 36.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
120,193
shares
|
$5.58 Million
0.2% of portfolio
|
Q4 2024
Added 0.79%
|