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 $4.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
459,917
shares
|
$21.5 Million
2.79% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
448,534
shares
|
$21 Million
1.75% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
448,534
shares
|
$21 Million
0.23% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
415,127
shares
|
$19.4 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
409,843
shares
|
$19.2 Million
0.68% of portfolio
|
Q4 2024
Added 47.87%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
408,683
shares
|
$19.1 Million
6.8% of portfolio
|
Q4 2024
Added 54.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
404,449
shares
|
$18.9 Million
0.06% of portfolio
|
Q4 2024
Added 31.45%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
386,909
shares
|
$18.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
385,363
shares
|
$18 Million
4.53% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
369,806
shares
|
$17.3 Million
3.38% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
360,760
shares
|
$16.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
353,831
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 37.98%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
349,998
shares
|
$16.4 Million
2.86% of portfolio
|
Q3 2023
Added 23.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
348,833
shares
|
$16.3 Million
0.67% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
338,195
shares
|
$15.8 Million
3.23% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
327,926
shares
|
$15.3 Million
3.81% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
318,801
shares
|
$14.9 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
315,670
shares
|
$14.8 Million
10.88% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
306,787
shares
|
$14.4 Million
0.0% of portfolio
|
Q4 2024
Added 25.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,131
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
303,122
shares
|
$14.2 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
301,256
shares
|
$14.1 Million
6.89% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
290,643
shares
|
$13.6 Million
0.74% of portfolio
|
Q4 2024
Added 166.64%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
290,543
shares
|
$13.6 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
290,477
shares
|
$13.6 Million
2.79% of portfolio
|
Q4 2024
Reduced 3.59%
|