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 |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
169,656
shares
|
$7.84 Million
0.97% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
165,377
shares
|
$7.64 Million
6.87% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
164,002
shares
|
$7.58 Million
3.4% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
159,341
shares
|
$7.36 Million
1.3% of portfolio
|
Q1 2025
Added 44.71%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
157,387
shares
|
$7.27 Million
0.94% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
156,121
shares
|
$7.22 Million
2.06% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
153,039
shares
|
$7.07 Million
1.51% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
152,150
shares
|
$7.03 Million
4.47% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
151,591
shares
|
$7.01 Million
3.55% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
148,562
shares
|
$6.87 Million
0.56% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
147,446
shares
|
$6.81 Million
4.17% of portfolio
|
Q2 2024
Added 10.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
145,742
shares
|
$6.74 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
145,525
shares
|
$6.73 Million
0.87% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
141,746
shares
|
$6.55 Million
0.08% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
140,690
shares
|
$6.5 Million
0.12% of portfolio
|
Q1 2025
Added 272.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
138,256
shares
|
$6.39 Million
0.08% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
137,825
shares
|
$6.37 Million
0.12% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
137,588
shares
|
$6.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
132,399
shares
|
$6.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
128,915
shares
|
$5.96 Million
0.09% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
125,598
shares
|
$5.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
121,446
shares
|
$5.61 Million
1.7% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
May 14, 2025 Q1 2025 |
119,886
shares
|
$5.54 Million
5.42% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
114,234
shares
|
$5.28 Million
3.16% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
107,712
shares
|
$4.98 Million
0.12% of portfolio
|
Q1 2025
Added 24.08%
|