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 349 institutions that hold shares in the stock, with a total of 98.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
95,526
shares
|
$4.47 Million
0.29% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
95,453
shares
|
$4.46 Million
0.99% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
95,389
shares
|
$4.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
89,181
shares
|
$4.17 Million
1.14% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
89,068
shares
|
$4.16 Million
2.25% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
86,812
shares
|
$4.06 Million
0.11% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
84,022
shares
|
$3.93 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
82,595
shares
|
$3.86 Million
0.12% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
82,267
shares
|
$3.85 Million
2.51% of portfolio
|
Q1 2025
New holding
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
79,753
shares
|
$3.73 Million
2.38% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
77,927
shares
|
$3.64 Million
0.24% of portfolio
|
Q1 2025
Added 34.16%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
77,522
shares
|
$3.62 Million
0.55% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
77,373
shares
|
$3.62 Million
0.32% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,818
shares
|
$3.59 Million
0.02% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
76,556
shares
|
$3.58 Million
1.19% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
73,509
shares
|
$3.44 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
72,155
shares
|
$3.37 Million
1.42% of portfolio
|
Q4 2024
Added 29.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
70,935
shares
|
$3.32 Million
0.24% of portfolio
|
Q4 2024
Added 46.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
70,293
shares
|
$3.29 Million
0.11% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
70,015
shares
|
$3.27 Million
0.1% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
68,216
shares
|
$3.19 Million
2.25% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
68,216
shares
|
$3.19 Million
2.25% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
67,695
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,668
shares
|
$3.16 Million
0.09% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
67,295
shares
|
$3.15 Million
0.55% of portfolio
|
Q4 2024
Added 1.15%
|