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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
50,816
shares
|
$2.32 Million
0.2% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
50,715
shares
|
$2.31 Million
0.15% of portfolio
|
Q3 2024
Added 43.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
50,583
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
49,682
shares
|
$2.27 Million
0.46% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
48,502
shares
|
$2.21 Million
0.2% of portfolio
|
Q3 2024
Added 21.11%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
47,276
shares
|
$2.16 Million
0.16% of portfolio
|
Q3 2024
Added 660.43%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
46,571
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
44,871
shares
|
$2.05 Million
1.98% of portfolio
|
Q3 2024
Added 356.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
44,688
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
44,327
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$1.99 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$1.94 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
41,429
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
41,173
shares
|
$1.88 Million
1.02% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
40,700
shares
|
$1.86 Million
0.36% of portfolio
|
Q3 2024
Added 21.47%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
39,275
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
38,995
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 86.61%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
38,788
shares
|
$1.77 Million
0.35% of portfolio
|
Q3 2024
Added 8.29%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
36,265
shares
|
$1.66 Million
0.41% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
34,893
shares
|
$1.59 Million
0.37% of portfolio
|
Q3 2024
Added 253.99%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
33,732
shares
|
$1.54 Million
1.16% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
33,464
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
32,993
shares
|
$1.51 Million
0.1% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
32,725
shares
|
$1.49 Million
1.08% of portfolio
|
Q3 2024
Reduced 2.22%
|