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 312 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
392,319
shares
|
$18.1 Million
5.39% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
378,009
shares
|
$17.5 Million
0.07% of portfolio
|
Q3 2024
Added 148.79%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
359,285
shares
|
$16.6 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
350,993
shares
|
$16.2 Million
0.27% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
350,992
shares
|
$16.2 Million
2.02% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
349,998
shares
|
$16.2 Million
2.86% of portfolio
|
Q3 2023
Added 23.0%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
348,833
shares
|
$16.1 Million
0.67% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
345,523
shares
|
$16 Million
0.75% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
342,374
shares
|
$15.8 Million
4.21% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
338,195
shares
|
$15.6 Million
3.23% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
324,501
shares
|
$15 Million
1.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
319,506
shares
|
$14.8 Million
3.13% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
319,162
shares
|
$14.7 Million
3.85% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
307,672
shares
|
$14.2 Million
0.05% of portfolio
|
Q3 2024
Added 49.71%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
306,821
shares
|
$14.2 Million
3.47% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,131
shares
|
$14.1 Million
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
301,401
shares
|
$13.9 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
301,325
shares
|
$13.9 Million
1.37% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
301,308
shares
|
$13.9 Million
3.0% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
294,576
shares
|
$13.6 Million
4.96% of portfolio
|
Q3 2024
Added 59.9%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
290,643
shares
|
$13.4 Million
0.74% of portfolio
|
Q4 2024
Added 166.64%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
290,543
shares
|
$13.4 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
290,445
shares
|
$13.4 Million
0.4% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
289,240
shares
|
$13.4 Million
1.33% of portfolio
|
Q4 2024
Added 22.91%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
282,991
shares
|
$13.1 Million
9.9% of portfolio
|
Q3 2024
Added 35.38%
|