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 368 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $5.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,060,341
shares
|
$373 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,844,548
shares
|
$178 Million
0.07% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
3,777,846
shares
|
$175 Million
1.5% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,476,403
shares
|
$161 Million
0.01% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
3,233,844
shares
|
$149 Million
10.14% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,804,192
shares
|
$130 Million
0.18% of portfolio
|
Q1 2025
Added 97.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,551,459
shares
|
$118 Million
0.01% of portfolio
|
Q1 2025
Added 81.16%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,419,330
shares
|
$112 Million
0.19% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,247,634
shares
|
$104 Million
0.3% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
2,151,300
shares
|
$99.4 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,083,045
shares
|
$96.3 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,034,162
shares
|
$94 Million
2.21% of portfolio
|
Q1 2025
Added 37.21%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
2,016,597
shares
|
$93.2 Million
9.99% of portfolio
|
Q1 2025
Added 7.85%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
1,926,980
shares
|
$89.1 Million
9.91% of portfolio
|
Q1 2025
Added 1774.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,765,812
shares
|
$81.6 Million
0.2% of portfolio
|
Q1 2025
Added 61.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,727,162
shares
|
$79.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,639,575
shares
|
$75.8 Million
18.81% of portfolio
|
Q1 2025
New holding
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
1,596,247
shares
|
$73.8 Million
20.71% of portfolio
|
Q1 2025
Reduced 21.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,567,223
shares
|
$72.4 Million
0.1% of portfolio
|
Q1 2025
Added 113.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,500,254
shares
|
$69.3 Million
0.06% of portfolio
|
Q1 2025
Added 74.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
1,475,206
shares
|
$68.2 Million
1.96% of portfolio
|
Q1 2025
Added 31.49%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
1,427,917
shares
|
$66 Million
7.24% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,381,760
shares
|
$63.9 Million
3.09% of portfolio
|
Q1 2025
Added 46.06%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,303,487
shares
|
$60.2 Million
0.02% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,301,631
shares
|
$60.2 Million
11.96% of portfolio
|
Q1 2025
Added 6.9%
|