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 |
|---|---|---|---|---|---|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
32,790
shares
|
$1.54 Million
0.28% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
32,607
shares
|
$1.53 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
32,147
shares
|
$1.51 Million
0.66% of portfolio
|
Q4 2024
Added 28.19%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
31,430
shares
|
$1.47 Million
0.65% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
31,375
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 32.63%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
31,047
shares
|
$1.45 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
29,732
shares
|
$1.39 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
29,570
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
29,265
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2024
Added 46.43%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,205
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
29,125
shares
|
$1.36 Million
0.25% of portfolio
|
Q4 2024
Added 37.38%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
28,260
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
27,665
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
26,670
shares
|
$1.25 Million
5.11% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
25,255
shares
|
$1.18 Million
0.3% of portfolio
|
Q4 2024
Reduced 93.94%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
24,839
shares
|
$1.16 Million
0.3% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
24,795
shares
|
$1.16 Million
0.62% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
23,769
shares
|
$1.11 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
23,101
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
22,780
shares
|
$1.07 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
22,291
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.39%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,094
shares
|
$1.04 Million
0.12% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
22,036
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Added 56.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
22,027
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.71%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
21,220
shares
|
$994,369
0.25% of portfolio
|
Q4 2024
Added 68.08%
|