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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
254,615
shares
|
$11.8 Million
6.61% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
245,173
shares
|
$11.3 Million
8.47% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
May 14, 2025 Q1 2025 |
240,786
shares
|
$11.1 Million
7.6% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
236,640
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 2495.88%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
232,197
shares
|
$10.7 Million
5.25% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
230,390
shares
|
$10.6 Million
4.87% of portfolio
|
Q1 2025
Reduced 50.13%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
230,364
shares
|
$10.6 Million
3.1% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
229,720
shares
|
$10.6 Million
3.88% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
224,420
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
213,719
shares
|
$9.88 Million
7.25% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
213,055
shares
|
$9.85 Million
2.08% of portfolio
|
Q2 2024
Added 303.19%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
212,293
shares
|
$9.81 Million
3.37% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
209,933
shares
|
$9.7 Million
1.59% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
203,793
shares
|
$9.42 Million
0.08% of portfolio
|
Q1 2025
Added 53.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
193,192
shares
|
$8.93 Million
0.58% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
192,483
shares
|
$8.9 Million
0.29% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
191,512
shares
|
$8.85 Million
5.24% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
190,890
shares
|
$8.82 Million
0.08% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
190,781
shares
|
$8.82 Million
7.08% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
186,804
shares
|
$8.63 Million
0.82% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
182,212
shares
|
$8.42 Million
7.74% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.4 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
180,081
shares
|
$8.32 Million
0.22% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
176,469
shares
|
$8.16 Million
0.05% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$7.87 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|