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 340 institutions that hold shares in the stock, with a total of 92.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,345,960
shares
|
$392 Million
0.03% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
3,181,469
shares
|
$149 Million
9.41% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,104,816
shares
|
$146 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,100,895
shares
|
$146 Million
0.01% of portfolio
|
Q4 2024
Added 38.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,083,045
shares
|
$97.8 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
2,032,031
shares
|
$95.4 Million
25.25% of portfolio
|
Q4 2024
Added 32.98%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
2,016,597
shares
|
$94.7 Million
9.99% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,928,429
shares
|
$90.5 Million
0.25% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,836,587
shares
|
$86.2 Million
4.87% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,793,770
shares
|
$84.2 Million
0.02% of portfolio
|
Q4 2024
Added 25307.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,649,549
shares
|
$77.4 Million
0.13% of portfolio
|
Q4 2024
Added 42.59%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,482,502
shares
|
$69.6 Million
1.72% of portfolio
|
Q4 2024
Added 312.63%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
1,427,917
shares
|
$67 Million
7.24% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,418,764
shares
|
$66.6 Million
0.09% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,408,431
shares
|
$66.1 Million
0.0% of portfolio
|
Q4 2024
Added 40.03%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$58.6 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
1,217,581
shares
|
$57.2 Million
11.52% of portfolio
|
Q4 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,179,469
shares
|
$55.4 Million
17.87% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
1,121,915
shares
|
$52.7 Million
1.96% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
1,118,942
shares
|
$52.5 Million
9.99% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,091,796
shares
|
$51.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,075,876
shares
|
$50.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,049,605
shares
|
$49.3 Million
0.02% of portfolio
|
Q4 2024
Added 51.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,009,670
shares
|
$47.4 Million
0.09% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
949,295
shares
|
$44.6 Million
12.61% of portfolio
|
Q1 2025
Added 6.48%
|