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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
77,373
shares
|
$3.63 Million
0.32% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
77,000
shares
|
$3.61 Million
0.94% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,818
shares
|
$3.6 Million
0.02% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
76,557
shares
|
$3.59 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
76,556
shares
|
$3.59 Million
1.19% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
72,663
shares
|
$3.4 Million
2.28% of portfolio
|
Q4 2024
Added 115.41%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
72,155
shares
|
$3.38 Million
1.42% of portfolio
|
Q4 2024
Added 29.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
70,935
shares
|
$3.32 Million
0.24% of portfolio
|
Q4 2024
Added 46.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
70,293
shares
|
$3.29 Million
0.11% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
68,216
shares
|
$3.2 Million
2.25% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
68,216
shares
|
$3.2 Million
2.25% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
67,695
shares
|
$3.17 Million
0.03% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
67,668
shares
|
$3.17 Million
0.09% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
67,295
shares
|
$3.15 Million
0.55% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
66,671
shares
|
$3.12 Million
0.1% of portfolio
|
Q4 2024
Added 24.9%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
65,254
shares
|
$3.06 Million
0.18% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
64,867
shares
|
$3.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
63,731
shares
|
$2.99 Million
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
61,951
shares
|
$2.9 Million
2.09% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
60,527
shares
|
$2.84 Million
0.22% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
60,396
shares
|
$2.83 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
58,086
shares
|
$2.72 Million
0.19% of portfolio
|
Q4 2024
Added 22.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
56,532
shares
|
$2.65 Million
0.53% of portfolio
|
Q4 2024
Added 13.79%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
56,060
shares
|
$2.63 Million
2.05% of portfolio
|
Q4 2024
Reduced 8.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
54,471
shares
|
$2.55 Million
0.1% of portfolio
|
Q4 2024
Added 298.73%
|