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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
180,081
shares
|
$8.44 Million
0.22% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
176,469
shares
|
$8.27 Million
0.05% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$7.98 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
169,656
shares
|
$7.95 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
|
$7.75 Million
6.87% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Landmark Wealth Management, LLC
|
May 02, 2025 Q1 2025 |
164,002
shares
|
$7.68 Million
3.4% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
159,341
shares
|
$7.47 Million
1.3% of portfolio
|
Q1 2025
Added 44.71%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
157,387
shares
|
$7.37 Million
0.94% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
156,121
shares
|
$7.31 Million
2.06% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
153,039
shares
|
$7.17 Million
1.51% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
152,150
shares
|
$7.13 Million
4.47% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Apr 18, 2025 Q1 2025 |
151,591
shares
|
$7.1 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
|
$6.96 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
|
$6.91 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
|
$6.83 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
|
$6.82 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
|
$6.64 Million
0.08% of portfolio
|
Q1 2025
Added 12.13%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
140,690
shares
|
$6.59 Million
0.12% of portfolio
|
Q1 2025
Added 272.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
138,256
shares
|
$6.48 Million
0.08% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
137,588
shares
|
$6.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
132,399
shares
|
$6.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.3%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
128,915
shares
|
$6.04 Million
0.09% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
125,598
shares
|
$5.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
121,446
shares
|
$5.69 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
|
$5.62 Million
5.42% of portfolio
|
Q1 2025
Reduced 10.98%
|