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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
8,499
shares
|
$398,178
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
8,184
shares
|
$383,420
0.02% of portfolio
|
Q1 2025
Added 46.69%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
8,184
shares
|
$383,420
0.22% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
7,987
shares
|
$374,190
0.26% of portfolio
|
Q1 2025
Reduced 7.74%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
7,958
shares
|
$372,832
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,656
shares
|
$358,683
0.08% of portfolio
|
Q1 2025
Added 35.53%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,572
shares
|
$354,748
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,566
shares
|
$354,467
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
7,537
shares
|
$353,108
0.16% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
7,166
shares
|
$335,727
0.07% of portfolio
|
Q1 2025
Added 40.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
7,153
shares
|
$335,118
0.02% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7,152
shares
|
$335,071
0.29% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
7,123
shares
|
$333,712
0.09% of portfolio
|
Q2 2025
Added 45.07%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,107
shares
|
$332,962
0.03% of portfolio
|
Q4 2024
Added 193.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
6,859
shares
|
$321,344
0.03% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,535
shares
|
$306,164
0.01% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,493
shares
|
$304,197
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,352
shares
|
$297,591
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
6,325
shares
|
$296,326
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,282
shares
|
$294,311
0.01% of portfolio
|
Q1 2025
Reduced 88.47%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,280
shares
|
$294,218
0.03% of portfolio
|
Q1 2025
Reduced 71.58%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
6,236
shares
|
$292,156
0.15% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
6,180
shares
|
$289,533
0.03% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
6,178
shares
|
$289,439
0.11% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,895
shares
|
$276,180
0.0% of portfolio
|
Q1 2025
Reduced 36.06%
|