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 336 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
10,904
shares
|
$510,961
0.08% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
10,894
shares
|
$510,492
0.0% of portfolio
|
Q4 2024
Added 29.35%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
10,704
shares
|
$501,589
0.16% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
10,703
shares
|
$501,542
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,638
shares
|
$498,496
0.02% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
10,419
shares
|
$488,234
0.04% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
10,188
shares
|
$477,409
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
10,017
shares
|
$469,396
0.07% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,791
shares
|
$458,806
0.22% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
9,408
shares
|
$440,858
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,353
shares
|
$438,281
0.02% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
9,257
shares
|
$433,783
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
9,249
shares
|
$433,408
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,220
shares
|
$432,049
0.01% of portfolio
|
Q4 2024
Reduced 95.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
9,011
shares
|
$422,255
0.01% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
8,813
shares
|
$412,977
0.02% of portfolio
|
Q4 2024
Added 26.75%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
8,657
shares
|
$405,667
0.24% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,643
shares
|
$405,010
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
8,505
shares
|
$398,544
0.06% of portfolio
|
Q4 2024
Added 51.88%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,232
shares
|
$385,751
0.0% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
8,183
shares
|
$383,455
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,965
shares
|
$373,239
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,904
shares
|
$370,381
0.04% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
7,733
shares
|
$362,368
0.15% of portfolio
|
Q4 2024
Added 72.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,703
shares
|
$360,962
0.02% of portfolio
|
Q4 2024
Reduced 1.53%
|