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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
37,795
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,867
shares
|
$1.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
35,519
shares
|
$1.65 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
34,893
shares
|
$1.62 Million
0.37% of portfolio
|
Q3 2024
Added 253.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,464
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
32,993
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
32,790
shares
|
$1.52 Million
0.28% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
32,725
shares
|
$1.52 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
32,147
shares
|
$1.49 Million
0.66% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
31,728
shares
|
$1.47 Million
0.5% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
31,613
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 49.6%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
31,375
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 32.63%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
31,047
shares
|
$1.44 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
30,552
shares
|
$1.42 Million
0.33% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
28,521
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
27,850
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
27,674
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2024
Added 133.06%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
27,584
shares
|
$1.28 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,311
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,700
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 82.72%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
25,203
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
24,839
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
24,795
shares
|
$1.15 Million
0.62% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
24,792
shares
|
$1.15 Million
0.43% of portfolio
|
Q3 2024
Added 0.67%
|