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 336 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Wealth Management
|
Feb 12, 2025 Q4 2024 |
218,533
shares
|
$10.2 Million
5.33% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
213,055
shares
|
$9.98 Million
2.08% of portfolio
|
Q2 2024
Added 303.19%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
209,571
shares
|
$9.82 Million
1.59% of portfolio
|
Q4 2024
Added 147.92%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
192,970
shares
|
$9.04 Million
0.02% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
185,269
shares
|
$8.68 Million
0.78% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
184,703
shares
|
$8.66 Million
4.39% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
183,923
shares
|
$8.62 Million
0.01% of portfolio
|
Q4 2024
Added 32.72%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.51 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
180,276
shares
|
$8.45 Million
1.27% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
175,854
shares
|
$8.24 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
175,075
shares
|
$8.2 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
174,165
shares
|
$8.16 Million
6.55% of portfolio
|
Q4 2024
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$7.98 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
167,448
shares
|
$7.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 87.93%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
167,124
shares
|
$7.83 Million
3.41% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
165,548
shares
|
$7.76 Million
3.79% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
163,069
shares
|
$7.64 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
160,664
shares
|
$7.53 Million
6.4% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
154,718
shares
|
$7.25 Million
0.69% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
154,499
shares
|
$7.24 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
152,187
shares
|
$7.13 Million
0.91% of portfolio
|
Q4 2024
Added 61.85%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
152,013
shares
|
$7.12 Million
0.04% of portfolio
|
Q4 2024
Added 35.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
148,553
shares
|
$6.96 Million
0.97% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
148,089
shares
|
$6.94 Million
1.88% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
147,446
shares
|
$6.91 Million
4.17% of portfolio
|
Q2 2024
Added 10.79%
|