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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,754
shares
|
$269,574
0.01% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
5,674
shares
|
$265,826
0.19% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,583
shares
|
$261,563
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
5,531
shares
|
$259,127
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,347
shares
|
$250,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,039
shares
|
$236,077
0.04% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,025
shares
|
$235,421
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
5,021
shares
|
$235,233
0.09% of portfolio
|
Q1 2025
Added 399.11%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
5,000
shares
|
$234,250
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,973
shares
|
$232,985
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,791
shares
|
$224,458
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,678
shares
|
$219,164
0.04% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,610
shares
|
$215,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
4,500
shares
|
$210,825
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,310
shares
|
$201,923
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,745
shares
|
$128,603
0.11% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,376
shares
|
$111,315
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
2,313
shares
|
$108,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,173
shares
|
$101,805
0.03% of portfolio
|
Q1 2025
Added 80.33%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,811
shares
|
$84,845
0.26% of portfolio
|
Q1 2025
Reduced 11.57%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,479
shares
|
$69,291
0.06% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,162
shares
|
$54,439
0.03% of portfolio
|
Q1 2024
Reduced 72.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,041
shares
|
$48,770
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,021
shares
|
$47,833
0.0% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
964
shares
|
$45,163
0.0% of portfolio
|
Q4 2024
Reduced 55.76%
|