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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
260,378
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2025
Added 55.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
255,602
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
254,615
shares
|
$11.9 Million
6.61% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
252,579
shares
|
$11.8 Million
0.16% of portfolio
|
Q2 2025
Added 83.26%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
245,173
shares
|
$11.5 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
|
$11.3 Million
7.6% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
232,197
shares
|
$10.9 Million
5.25% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
230,390
shares
|
$10.8 Million
4.87% of portfolio
|
Q1 2025
Reduced 50.13%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
230,364
shares
|
$10.8 Million
3.1% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
229,720
shares
|
$10.8 Million
3.88% of portfolio
|
Q1 2025
Reduced 18.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
224,420
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
217,280
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Added 401.5%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
213,719
shares
|
$10 Million
7.25% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
213,055
shares
|
$9.98 Million
2.08% of portfolio
|
Q2 2024
Added 303.19%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
212,293
shares
|
$9.95 Million
3.37% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
209,933
shares
|
$9.84 Million
1.59% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
203,793
shares
|
$9.55 Million
0.08% of portfolio
|
Q1 2025
Added 53.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
193,192
shares
|
$9.05 Million
0.58% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
192,483
shares
|
$9.02 Million
0.3% of portfolio
|
Q1 2025
Added 18.04%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
191,512
shares
|
$8.97 Million
5.24% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
190,890
shares
|
$8.94 Million
0.08% of portfolio
|
Q1 2025
Added 40.73%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
190,781
shares
|
$8.94 Million
7.08% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
186,804
shares
|
$8.75 Million
0.82% of portfolio
|
Q1 2025
Added 79.17%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
182,212
shares
|
$8.54 Million
7.74% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.51 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|