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 |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
104,190
shares
|
$4.81 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
102,791
shares
|
$4.75 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
94,032
shares
|
$4.34 Million
0.56% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
89,181
shares
|
$4.12 Million
1.14% of portfolio
|
Q4 2024
Reduced 20.8%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
88,688
shares
|
$4.1 Million
0.26% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
79,120
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2024
Added 157.48%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
77,000
shares
|
$3.56 Million
0.94% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
76,557
shares
|
$3.54 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
76,091
shares
|
$3.52 Million
0.12% of portfolio
|
Q3 2024
Added 1565.74%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
75,391
shares
|
$3.48 Million
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
75,391
shares
|
$3.48 Million
2.56% of portfolio
|
Q3 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
74,169
shares
|
$3.43 Million
1.19% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
72,772
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
71,298
shares
|
$3.29 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
70,779
shares
|
$3.27 Million
0.1% of portfolio
|
Q3 2024
Added 146.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
70,184
shares
|
$3.24 Million
0.8% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
67,343
shares
|
$3.11 Million
0.12% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
66,606
shares
|
$3.08 Million
0.35% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
66,529
shares
|
$3.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
66,431
shares
|
$3.07 Million
0.29% of portfolio
|
Q3 2024
Added 86.34%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
64,347
shares
|
$2.97 Million
2.27% of portfolio
|
Q4 2023
Reduced 77.73%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
64,131
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
63,731
shares
|
$2.94 Million
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
61,105
shares
|
$2.82 Million
2.34% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
60,738
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.88%
|