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 302 institutions that hold shares in the stock, with a total of 73.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
817,137
shares
|
$37.3 Million
12.79% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
702,956
shares
|
$32.1 Million
7.78% of portfolio
|
Q3 2024
Added 16.39%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
698,632
shares
|
$31.9 Million
14.5% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
692,106
shares
|
$31.6 Million
0.01% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
691,399
shares
|
$31.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.02%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
636,153
shares
|
$29 Million
2.91% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
605,267
shares
|
$27.6 Million
11.19% of portfolio
|
Q3 2024
Added 34.37%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
598,583
shares
|
$27.3 Million
6.13% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
570,548
shares
|
$26 Million
0.03% of portfolio
|
Q3 2024
Added 94.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
565,264
shares
|
$25.8 Million
0.06% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
565,009
shares
|
$25.8 Million
1.11% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
548,772
shares
|
$25 Million
5.02% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
546,452
shares
|
$24.9 Million
0.15% of portfolio
|
Q3 2024
Added 316.62%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
533,266
shares
|
$24.3 Million
4.83% of portfolio
|
Q3 2024
Added 209.3%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
516,474
shares
|
$23.6 Million
2.2% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
502,811
shares
|
$22.9 Million
10.77% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
466,506
shares
|
$21.3 Million
2.89% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
452,732
shares
|
$20.7 Million
10.73% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
449,980
shares
|
$20.5 Million
1.13% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Royal Harbor Partners, LLC
|
Oct 29, 2024 Q3 2024 |
418,736
shares
|
$19.1 Million
10.75% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
418,608
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2024
Added 10.12%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
416,666
shares
|
$19 Million
5.18% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
411,587
shares
|
$18.8 Million
9.9% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
393,405
shares
|
$18 Million
0.87% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
392,319
shares
|
$17.9 Million
5.39% of portfolio
|
Q3 2024
Added 28.57%
|