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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,761
shares
|
$972,860
0.03% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$929,702
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
19,714
shares
|
$923,798
0.49% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
19,670
shares
|
$921,736
0.43% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,597
shares
|
$918,315
0.01% of portfolio
|
Q4 2024
Added 36.77%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$908,521
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
19,324
shares
|
$905,522
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
17,987
shares
|
$842,870
0.15% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
17,758
shares
|
$832,139
0.7% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
16,861
shares
|
$790,106
0.27% of portfolio
|
Q4 2024
Added 47.67%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
16,421
shares
|
$769,488
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
16,408
shares
|
$768,878
0.0% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
16,138
shares
|
$756,226
0.1% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,340
shares
|
$718,832
0.02% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
14,554
shares
|
$682,000
0.29% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,117
shares
|
$661,522
0.01% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,407
shares
|
$628,252
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$590,436
0.07% of portfolio
|
Q2 2023
Added 134.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$578,346
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
12,237
shares
|
$573,425
0.01% of portfolio
|
Q4 2024
Added 42.31%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
12,100
shares
|
$567,006
0.01% of portfolio
|
Q4 2024
Reduced 22.68%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,018
shares
|
$563,163
0.4% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
11,824
shares
|
$554,072
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,520
shares
|
$539,827
0.01% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$516,537
0.01% of portfolio
|
Q3 2024
Added 0.81%
|