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 321 institutions that hold shares in the stock, with a total of 84 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
891,562
shares
|
$41.4 Million
11.6% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
851,584
shares
|
$39.5 Million
8.21% of portfolio
|
Q4 2024
Added 59.69%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
817,137
shares
|
$37.9 Million
12.79% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
726,761
shares
|
$33.7 Million
7.68% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
704,793
shares
|
$32.7 Million
10.85% of portfolio
|
Q4 2024
Reduced 16.17%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
698,632
shares
|
$32.4 Million
14.5% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
692,106
shares
|
$32.1 Million
0.01% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
691,399
shares
|
$32.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
636,153
shares
|
$29.5 Million
2.91% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Royal Harbor Partners, LLC
|
Feb 06, 2025 Q4 2024 |
627,243
shares
|
$29.1 Million
13.48% of portfolio
|
Q4 2024
Added 49.79%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
614,337
shares
|
$28.5 Million
6.13% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
573,038
shares
|
$26.6 Million
4.61% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
570,548
shares
|
$26.5 Million
0.03% of portfolio
|
Q3 2024
Added 94.91%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
567,628
shares
|
$26.3 Million
9.08% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
565,264
shares
|
$26.2 Million
0.06% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
565,009
shares
|
$26.2 Million
1.11% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
546,452
shares
|
$25.3 Million
0.15% of portfolio
|
Q3 2024
Added 316.62%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
533,721
shares
|
$24.8 Million
0.04% of portfolio
|
Q4 2024
Added 27.5%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
532,971
shares
|
$24.7 Million
2.16% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
523,081
shares
|
$24.3 Million
1.26% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
502,811
shares
|
$23.3 Million
10.77% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
481,968
shares
|
$22.4 Million
7.93% of portfolio
|
Q4 2024
New holding
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
466,590
shares
|
$21.6 Million
6.38% of portfolio
|
Q4 2024
Added 157.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
466,506
shares
|
$21.6 Million
2.89% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
462,002
shares
|
$21.4 Million
10.23% of portfolio
|
Q4 2024
Added 2.05%
|