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 309 institutions that hold shares in the stock, with a total of 74.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,777,535
shares
|
$359 Million
0.03% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
3,019,083
shares
|
$139 Million
9.44% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,234,376
shares
|
$103 Million
0.01% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,083,045
shares
|
$96 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,928,429
shares
|
$88.9 Million
0.25% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,869,799
shares
|
$86.2 Million
9.13% of portfolio
|
Q4 2024
Added 15.71%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,663,016
shares
|
$76.7 Million
4.72% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,528,095
shares
|
$70.5 Million
22.11% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
1,414,819
shares
|
$65.2 Million
6.92% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,387,134
shares
|
$64 Million
0.1% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,327,993
shares
|
$61.2 Million
0.09% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$57.5 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
1,179,469
shares
|
$54.4 Million
17.87% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,156,821
shares
|
$53.3 Million
0.1% of portfolio
|
Q3 2024
Added 36.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,129,344
shares
|
$52.1 Million
0.13% of portfolio
|
Q3 2024
Added 68.01%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,108,417
shares
|
$51.1 Million
0.79% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,084,023
shares
|
$50 Million
0.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
1,029,003
shares
|
$47.4 Million
9.07% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,005,813
shares
|
$46.4 Million
0.0% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
952,220
shares
|
$43.9 Million
1.89% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
949,181
shares
|
$43.8 Million
0.09% of portfolio
|
Q3 2024
Added 107.16%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
894,973
shares
|
$41.3 Million
9.33% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
891,562
shares
|
$41.1 Million
11.6% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
889,741
shares
|
$41 Million
2.04% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
840,697
shares
|
$38.8 Million
16.9% of portfolio
|
Q3 2024
Added 2.39%
|