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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
116,124
shares
|
$5.39 Million
0.41% of portfolio
|
Q4 2024
Added 103.91%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
112,597
shares
|
$5.23 Million
0.04% of portfolio
|
Q3 2024
Added 66.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
107,443
shares
|
$4.99 Million
0.0% of portfolio
|
Q3 2024
Added 534.07%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
105,103
shares
|
$4.88 Million
0.08% of portfolio
|
Q3 2024
Added 96.66%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
104,190
shares
|
$4.84 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
104,190
shares
|
$4.84 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
102,791
shares
|
$4.77 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
89,181
shares
|
$4.14 Million
1.14% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
88,688
shares
|
$4.12 Million
0.26% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
82,939
shares
|
$3.85 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
79,120
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Added 157.48%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
77,373
shares
|
$3.59 Million
0.32% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
77,000
shares
|
$3.57 Million
0.94% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,818
shares
|
$3.57 Million
0.02% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
76,557
shares
|
$3.55 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
76,091
shares
|
$3.53 Million
0.12% of portfolio
|
Q3 2024
Added 1565.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
75,391
shares
|
$3.5 Million
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
75,391
shares
|
$3.5 Million
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
74,169
shares
|
$3.44 Million
1.19% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
72,663
shares
|
$3.37 Million
2.28% of portfolio
|
Q4 2024
Added 115.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
70,779
shares
|
$3.28 Million
0.1% of portfolio
|
Q3 2024
Added 146.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
70,184
shares
|
$3.26 Million
0.8% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,668
shares
|
$3.14 Million
0.09% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
67,343
shares
|
$3.13 Million
0.12% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
66,529
shares
|
$3.09 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.66%
|