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 |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
61,739
shares
|
$2.85 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
61,433
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2025
Added 110.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
61,331
shares
|
$2.83 Million
0.08% of portfolio
|
Q1 2025
Added 406.87%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
61,025
shares
|
$2.82 Million
0.58% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
60,234
shares
|
$2.78 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
59,437
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 28.04%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
59,073
shares
|
$2.73 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
58,794
shares
|
$2.72 Million
0.5% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
53,832
shares
|
$2.49 Million
0.19% of portfolio
|
Q1 2025
Added 21.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
53,193
shares
|
$2.46 Million
1.13% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
52,986
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
52,644
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
51,469
shares
|
$2.38 Million
0.43% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
50,983
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Added 616.46%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
50,800
shares
|
$2.35 Million
0.48% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
50,598
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
48,925
shares
|
$2.26 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
48,921
shares
|
$2.26 Million
0.44% of portfolio
|
Q1 2025
Reduced 19.0%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
48,320
shares
|
$2.23 Million
1.03% of portfolio
|
Q1 2025
Added 62.52%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
47,274
shares
|
$2.19 Million
0.74% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
45,444
shares
|
$2.1 Million
0.92% of portfolio
|
Q1 2025
Added 41.36%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
45,049
shares
|
$2.08 Million
0.39% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
43,956
shares
|
$2.03 Million
1.04% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,805
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.02 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|