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 348 institutions that hold shares in the stock, with a total of 98 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
66,671
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
65,254
shares
|
$3.02 Million
0.18% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
64,867
shares
|
$3 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
61,951
shares
|
$2.86 Million
2.09% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
60,527
shares
|
$2.8 Million
0.22% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
60,396
shares
|
$2.79 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
58,794
shares
|
$2.72 Million
0.5% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
56,532
shares
|
$2.61 Million
0.53% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
56,060
shares
|
$2.59 Million
2.05% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,471
shares
|
$2.52 Million
0.1% of portfolio
|
Q4 2024
Added 298.73%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
52,397
shares
|
$2.42 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
50,800
shares
|
$2.35 Million
0.48% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
50,232
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
50,030
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 79.64%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
48,320
shares
|
$2.23 Million
1.03% of portfolio
|
Q1 2025
Added 62.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
47,672
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Added 103.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
45,649
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
44,420
shares
|
$2.05 Million
0.15% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
43,956
shares
|
$2.03 Million
1.04% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.02 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
42,891
shares
|
$1.98 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
42,806
shares
|
$1.98 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$1.96 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
39,392
shares
|
$1.82 Million
0.12% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
39,291
shares
|
$1.82 Million
0.59% of portfolio
|
Q4 2024
New holding
|