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 374 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
19,443
shares
|
$910,904
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$908,327
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
19,324
shares
|
$905,329
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
19,220
shares
|
$900,457
0.24% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
18,006
shares
|
$843,581
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
17,770
shares
|
$832,524
0.7% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
16,421
shares
|
$769,323
0.3% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
16,017
shares
|
$750,396
0.45% of portfolio
|
Q1 2025
Added 201.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
15,699
shares
|
$735,498
0.0% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
15,437
shares
|
$723,223
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
15,298
shares
|
$716,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,280
shares
|
$715,868
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,216
shares
|
$712,869
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
15,096
shares
|
$707,247
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
15,077
shares
|
$706,357
0.3% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
14,414
shares
|
$675,295
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
14,370
shares
|
$673,234
0.01% of portfolio
|
Q1 2025
Reduced 35.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
14,185
shares
|
$664,567
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
13,971
shares
|
$654,541
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,873
shares
|
$649,950
0.38% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,853
shares
|
$649,013
0.43% of portfolio
|
Q1 2025
Added 49.78%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
13,849
shares
|
$648,825
0.02% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
13,618
shares
|
$638,003
0.09% of portfolio
|
Q1 2025
Reduced 15.62%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
13,400
shares
|
$627,790
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
12,979
shares
|
$608,066
0.0% of portfolio
|
Q1 2025
New holding
|