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 |
|---|---|---|---|---|---|
|
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
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
26,256
shares
|
$1.21 Million
0.49% of portfolio
|
Q1 2025
Reduced 16.46%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
26,142
shares
|
$1.21 Million
0.54% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
26,104
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
25,699
shares
|
$1.19 Million
0.31% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
May 12, 2025 Q1 2025 |
25,161
shares
|
$1.16 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
25,161
shares
|
$1.16 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
24,871
shares
|
$1.15 Million
0.67% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
24,120
shares
|
$1.11 Million
0.29% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
May 13, 2025 Q1 2025 |
23,546
shares
|
$1.09 Million
0.91% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
23,545
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
23,457
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
23,242
shares
|
$1.07 Million
0.05% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
23,098
shares
|
$1.07 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
21,194
shares
|
$979,586
0.0% of portfolio
|
Q1 2025
Added 94.55%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20,160
shares
|
$931,795
0.03% of portfolio
|
Q1 2025
Added 89.51%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
19,848
shares
|
$917,374
0.17% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$917,004
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
19,675
shares
|
$909,378
0.03% of portfolio
|
Q1 2025
Reduced 37.29%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
19,670
shares
|
$909,147
0.43% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
19,443
shares
|
$898,655
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$896,113
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
19,324
shares
|
$893,155
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
19,220
shares
|
$888,348
0.24% of portfolio
|
Q1 2025
Reduced 23.9%
|