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 310 institutions that hold shares in the stock, with a total of 75.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
277,158
shares
|
$12.8 Million
0.48% of portfolio
|
Q3 2024
Added 144.5%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
265,215
shares
|
$12.2 Million
6.8% of portfolio
|
Q3 2024
Added 64.64%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
260,807
shares
|
$12 Million
0.41% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
256,924
shares
|
$11.8 Million
4.15% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
244,025
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2024
Added 307.96%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
238,187
shares
|
$11 Million
7.43% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
235,125
shares
|
$10.8 Million
2.48% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
233,655
shares
|
$10.8 Million
0.96% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
228,862
shares
|
$10.6 Million
4.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
221,972
shares
|
$10.2 Million
4.86% of portfolio
|
Q4 2024
Added 108.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
221,371
shares
|
$10.2 Million
1.08% of portfolio
|
Q3 2024
Added 25.26%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
213,055
shares
|
$9.83 Million
2.08% of portfolio
|
Q2 2024
Added 303.19%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
212,441
shares
|
$9.8 Million
5.73% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
209,571
shares
|
$9.67 Million
1.59% of portfolio
|
Q4 2024
Added 147.92%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
209,051
shares
|
$9.64 Million
5.13% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
208,874
shares
|
$9.63 Million
2.78% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
197,592
shares
|
$9.11 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
188,279
shares
|
$8.68 Million
0.02% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
186,599
shares
|
$8.61 Million
4.89% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
183,777
shares
|
$8.48 Million
0.82% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
183,135
shares
|
$8.45 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.38 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
180,276
shares
|
$8.31 Million
1.27% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
179,785
shares
|
$8.29 Million
1.2% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
175,854
shares
|
$8.11 Million
6.6% of portfolio
|
Q4 2024
New holding
|