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 310 institutions that hold shares in the stock, with a total of 75.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
19,985
shares
|
$921,708
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$915,020
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
19,670
shares
|
$907,180
0.43% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$894,174
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
18,279
shares
|
$843,027
0.13% of portfolio
|
Q3 2024
Added 30.22%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,758
shares
|
$818,998
0.73% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 04, 2024 Q3 2024 |
17,294
shares
|
$797,599
0.62% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
16,575
shares
|
$764,439
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
16,138
shares
|
$744,284
0.1% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,650
shares
|
$721,778
0.02% of portfolio
|
Q3 2024
Reduced 18.28%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,599
shares
|
$719,425
0.02% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
14,961
shares
|
$690,001
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
14,554
shares
|
$671,230
0.29% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
14,328
shares
|
$660,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
14,123
shares
|
$651,352
0.05% of portfolio
|
Q3 2024
Added 55.71%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
13,800
shares
|
$636,456
0.13% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,661
shares
|
$630,045
0.03% of portfolio
|
Q3 2024
Reduced 61.2%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,850
shares
|
$592,642
0.04% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
12,625
shares
|
$582,265
0.16% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$581,112
0.07% of portfolio
|
Q2 2023
Added 134.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$569,213
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
12,030
shares
|
$554,823
0.01% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
11,910
shares
|
$549,289
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
11,858
shares
|
$546,890
0.03% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
11,418
shares
|
$526,598
0.22% of portfolio
|
Q3 2024
Added 36.12%
|