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 300 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 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
|
$363 Million
0.03% of portfolio
|
Q3 2024
Added 7.76%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
3,019,083
shares
|
$141 Million
9.44% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,234,376
shares
|
$104 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
|
$97.1 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,663,016
shares
|
$77.5 Million
4.72% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,650,938
shares
|
$77 Million
0.22% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,615,897
shares
|
$75.3 Million
8.53% of portfolio
|
Q3 2024
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,528,095
shares
|
$71.3 Million
22.11% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,387,134
shares
|
$64.7 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
|
$61.9 Million
0.09% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
1,283,478
shares
|
$59.8 Million
6.7% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$58.2 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,156,821
shares
|
$53.9 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
|
$52.7 Million
0.13% of portfolio
|
Q3 2024
Added 68.01%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
1,113,045
shares
|
$51.9 Million
18.13% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,108,417
shares
|
$51.7 Million
0.79% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,084,023
shares
|
$50.5 Million
0.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,005,813
shares
|
$46.9 Million
0.0% of portfolio
|
Q3 2024
Added 22.23%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
997,370
shares
|
$46.5 Million
9.53% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
952,220
shares
|
$44.4 Million
1.89% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
949,181
shares
|
$44.3 Million
0.09% of portfolio
|
Q3 2024
Added 107.16%
|
|
|
Wiser Wealth Management, Inc
|
Oct 03, 2024 Q3 2024 |
930,987
shares
|
$43.4 Million
12.92% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
889,741
shares
|
$41.5 Million
2.04% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
857,710
shares
|
$40 Million
9.67% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
840,697
shares
|
$39.2 Million
16.9% of portfolio
|
Q3 2024
Added 2.39%
|