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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
64,867
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
64,131
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
63,731
shares
|
$2.96 Million
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
61,951
shares
|
$2.88 Million
2.09% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
60,738
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
60,527
shares
|
$2.81 Million
0.22% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
60,396
shares
|
$2.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
58,086
shares
|
$2.7 Million
0.19% of portfolio
|
Q4 2024
Added 22.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
56,532
shares
|
$2.62 Million
0.53% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
56,060
shares
|
$2.6 Million
2.05% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
55,845
shares
|
$2.59 Million
1.11% of portfolio
|
Q3 2024
Added 150.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,381
shares
|
$2.48 Million
0.08% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
52,368
shares
|
$2.43 Million
0.42% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
50,715
shares
|
$2.35 Million
0.15% of portfolio
|
Q3 2024
Added 43.17%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
50,404
shares
|
$2.34 Million
0.49% of portfolio
|
Q4 2024
Added 38.99%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
48,502
shares
|
$2.25 Million
0.2% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
44,688
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
44,380
shares
|
$2.06 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
44,327
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.03 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$1.97 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
42,053
shares
|
$1.95 Million
0.97% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
41,429
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
39,275
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
38,995
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 86.61%
|