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 |
|---|---|---|---|---|---|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
114,234
shares
|
$5.35 Million
3.16% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
107,712
shares
|
$5.05 Million
0.12% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
100,294
shares
|
$4.7 Million
0.91% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
99,241
shares
|
$4.65 Million
0.05% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
96,712
shares
|
$4.53 Million
0.27% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
95,453
shares
|
$4.47 Million
0.99% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
93,189
shares
|
$4.37 Million
0.33% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
89,068
shares
|
$4.17 Million
2.25% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
83,143
shares
|
$3.9 Million
2.39% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
82,267
shares
|
$3.85 Million
2.51% of portfolio
|
Q1 2025
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
79,731
shares
|
$3.74 Million
1.33% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
78,901
shares
|
$3.7 Million
0.28% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
77,927
shares
|
$3.65 Million
0.24% of portfolio
|
Q1 2025
Added 34.16%
|
|
|
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%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
75,554
shares
|
$3.54 Million
0.12% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
73,785
shares
|
$3.46 Million
1.56% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
73,509
shares
|
$3.44 Million
0.96% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
71,523
shares
|
$3.35 Million
0.09% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
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%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
68,004
shares
|
$3.19 Million
0.11% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
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%
|
|
|
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%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
62,815
shares
|
$2.94 Million
2.25% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
62,584
shares
|
$2.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.52%
|