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 369 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,805
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.03 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
43,294
shares
|
$2.02 Million
0.48% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
42,891
shares
|
$2 Million
1.85% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
42,806
shares
|
$1.99 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$1.98 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
40,098
shares
|
$1.87 Million
0.64% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
38,725
shares
|
$1.8 Million
1.77% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
38,231
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
37,355
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
36,508
shares
|
$1.7 Million
0.11% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.69 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
36,043
shares
|
$1.68 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
35,531
shares
|
$1.65 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
33,352
shares
|
$1.55 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
32,655
shares
|
$1.52 Million
1.06% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
31,849
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
31,637
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
30,265
shares
|
$1.41 Million
0.16% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,107
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
29,978
shares
|
$1.4 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
29,617
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
29,606
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
29,200
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
28,975
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 75.89%
|