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 |
|---|---|---|---|---|---|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$57.7 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
1,231,002
shares
|
$56.9 Million
19.43% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,164,274
shares
|
$53.8 Million
0.14% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
1,118,942
shares
|
$51.7 Million
9.99% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,100,599
shares
|
$50.9 Million
1.93% of portfolio
|
Q1 2025
Added 77.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,054,381
shares
|
$48.7 Million
0.1% of portfolio
|
Q1 2025
Added 65.74%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,019,115
shares
|
$47.1 Million
5.55% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
960,209
shares
|
$44.4 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
949,295
shares
|
$43.9 Million
12.61% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Harbor Group, Inc.
|
Apr 10, 2025 Q1 2025 |
925,625
shares
|
$42.8 Million
8.74% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
851,584
shares
|
$39.4 Million
8.21% of portfolio
|
Q2 2024
Added 3324.19%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
833,877
shares
|
$38.5 Million
3.76% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
832,782
shares
|
$38.5 Million
11.6% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
809,673
shares
|
$37.4 Million
3.21% of portfolio
|
Q1 2025
Added 189.89%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
790,495
shares
|
$36.5 Million
7.66% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
766,495
shares
|
$35.4 Million
14.32% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
738,817
shares
|
$34.1 Million
0.26% of portfolio
|
Q1 2025
Added 143.74%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
648,991
shares
|
$30 Million
8.92% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
620,029
shares
|
$28.7 Million
6.35% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
603,989
shares
|
$27.9 Million
14.35% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
583,791
shares
|
$27 Million
11.96% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
576,437
shares
|
$26.6 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
575,111
shares
|
$26.6 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
567,356
shares
|
$26.2 Million
11.58% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
565,755
shares
|
$26.1 Million
4.46% of portfolio
|
Q1 2025
Reduced 1.27%
|