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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
52,397
shares
|
$2.46 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
52,368
shares
|
$2.45 Million
0.42% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
50,404
shares
|
$2.36 Million
0.49% of portfolio
|
Q4 2024
Added 38.99%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
50,232
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
50,030
shares
|
$2.34 Million
0.01% of portfolio
|
Q4 2024
Added 79.64%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
47,672
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 103.44%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
45,649
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
44,420
shares
|
$2.08 Million
0.15% of portfolio
|
Q4 2024
Added 60.51%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
44,380
shares
|
$2.08 Million
1.8% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.05 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$1.99 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
42,053
shares
|
$1.97 Million
0.97% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
39,392
shares
|
$1.85 Million
0.12% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
39,291
shares
|
$1.84 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
39,120
shares
|
$1.83 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
38,530
shares
|
$1.81 Million
0.4% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
37,795
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
36,210
shares
|
$1.7 Million
0.32% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
35,867
shares
|
$1.68 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
35,848
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 25.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
35,519
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Reduced 29.78%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
34,448
shares
|
$1.61 Million
0.53% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
33,987
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Added 32.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
33,818
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 2.5%
|