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 344 institutions that hold shares in the stock, with a total of 95.6 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
36,210
shares
|
$1.67 Million
0.32% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
36,043
shares
|
$1.66 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
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%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,848
shares
|
$1.66 Million
0.02% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
35,519
shares
|
$1.64 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
34,448
shares
|
$1.59 Million
0.53% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
33,987
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 32.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
33,818
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
32,607
shares
|
$1.51 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
32,147
shares
|
$1.48 Million
0.66% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
31,849
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
31,430
shares
|
$1.45 Million
0.65% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
31,375
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Reduced 32.63%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
31,047
shares
|
$1.43 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
29,570
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
29,265
shares
|
$1.35 Million
0.25% of portfolio
|
Q4 2024
Added 46.43%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,205
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
29,125
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2024
Added 37.38%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
28,517
shares
|
$1.32 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
28,260
shares
|
$1.31 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
27,665
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
26,670
shares
|
$1.23 Million
5.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,104
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
25,255
shares
|
$1.17 Million
0.3% of portfolio
|
Q4 2024
Reduced 93.94%
|