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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
179,785
shares
|
$8.31 Million
1.2% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
175,854
shares
|
$8.12 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
175,075
shares
|
$8.09 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$7.87 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|
|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
167,124
shares
|
$7.72 Million
3.41% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
165,548
shares
|
$7.65 Million
3.79% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
154,718
shares
|
$7.15 Million
0.69% of portfolio
|
Q4 2024
Added 14.25%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
147,446
shares
|
$6.81 Million
4.17% of portfolio
|
Q2 2024
Added 10.79%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
139,009
shares
|
$6.42 Million
0.81% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
138,581
shares
|
$6.4 Million
0.01% of portfolio
|
Q3 2024
Added 68.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
135,112
shares
|
$6.24 Million
0.0% of portfolio
|
Q3 2024
Added 149.97%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
134,675
shares
|
$6.22 Million
5.7% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
132,373
shares
|
$6.12 Million
0.08% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
129,689
shares
|
$5.99 Million
3.56% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
128,432
shares
|
$5.93 Million
1.37% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
126,574
shares
|
$5.85 Million
5.59% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
123,180
shares
|
$5.69 Million
1.74% of portfolio
|
Q3 2024
Added 40.88%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
122,022
shares
|
$5.64 Million
0.83% of portfolio
|
Q3 2024
Added 36.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
120,193
shares
|
$5.55 Million
0.2% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
113,757
shares
|
$5.26 Million
0.06% of portfolio
|
Q3 2024
Added 44.73%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
112,597
shares
|
$5.2 Million
0.04% of portfolio
|
Q3 2024
Added 66.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
107,443
shares
|
$4.96 Million
0.0% of portfolio
|
Q3 2024
Added 534.07%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
106,652
shares
|
$4.93 Million
2.92% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
105,103
shares
|
$4.86 Million
0.08% of portfolio
|
Q3 2024
Added 96.66%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
104,190
shares
|
$4.81 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.53%
|