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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
12,379
shares
|
$572,157
0.22% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$570,447
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
12,125
shares
|
$560,417
0.46% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
12,062
shares
|
$557,505
0.1% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,028
shares
|
$555,934
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
11,430
shares
|
$528,294
0.02% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
11,200
shares
|
$517,664
0.11% of portfolio
|
Q1 2025
Reduced 61.55%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$509,483
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
10,703
shares
|
$494,692
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
10,408
shares
|
$481,057
0.07% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
9,975
shares
|
$461,044
0.21% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,838
shares
|
$454,712
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,765
shares
|
$451,338
0.02% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
9,757
shares
|
$450,968
0.23% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
9,351
shares
|
$432,203
1.0% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
9,250
shares
|
$427,535
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
9,157
shares
|
$423,236
0.01% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
9,069
shares
|
$419,169
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
8,819
shares
|
$407,614
0.09% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
8,644
shares
|
$399,525
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
8,499
shares
|
$392,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
8,184
shares
|
$378,264
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
8,184
shares
|
$378,264
0.02% of portfolio
|
Q1 2025
Added 46.69%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
7,987
shares
|
$369,159
0.26% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
7,958
shares
|
$367,818
0.02% of portfolio
|
Q1 2025
New holding
|