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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
144,958
shares
|
$6.79 Million
0.84% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
137,059
shares
|
$6.42 Million
3.55% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
135,826
shares
|
$6.36 Million
1.87% of portfolio
|
Q4 2024
Reduced 34.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
135,647
shares
|
$6.36 Million
0.06% of portfolio
|
Q4 2024
Added 23781.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
135,487
shares
|
$6.35 Million
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
134,675
shares
|
$6.31 Million
5.7% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
133,121
shares
|
$6.24 Million
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
132,440
shares
|
$6.21 Million
0.05% of portfolio
|
Q4 2024
Added 85.76%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
129,855
shares
|
$6.09 Million
0.77% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
128,432
shares
|
$6.02 Million
1.37% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
126,417
shares
|
$5.92 Million
0.07% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
120,193
shares
|
$5.63 Million
0.2% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
116,124
shares
|
$5.44 Million
0.41% of portfolio
|
Q4 2024
Added 103.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
114,941
shares
|
$5.39 Million
0.08% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
110,110
shares
|
$5.16 Million
0.84% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
104,262
shares
|
$4.89 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
102,791
shares
|
$4.82 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
95,670
shares
|
$4.48 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
95,389
shares
|
$4.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.45%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
89,181
shares
|
$4.18 Million
1.14% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
88,688
shares
|
$4.16 Million
0.26% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
86,812
shares
|
$4.07 Million
0.11% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
86,066
shares
|
$4.03 Million
0.83% of portfolio
|
Q4 2024
Added 22.63%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
82,939
shares
|
$3.89 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
82,595
shares
|
$3.87 Million
0.12% of portfolio
|
Q4 2024
Added 8.55%
|