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 424 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $7.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
43,156
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 836.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
42,929
shares
|
$2.03 Million
1.4% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
42,806
shares
|
$2.03 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$2.01 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
40,662
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
40,574
shares
|
$1.92 Million
0.65% of portfolio
|
Q3 2025
Added 37.84%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
39,148
shares
|
$1.85 Million
0.39% of portfolio
|
Q4 2025
Added 12.42%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
38,943
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
38,882
shares
|
$1.84 Million
1.03% of portfolio
|
Q4 2025
Added 11.28%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
38,229
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2025
Reduced 73.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
38,176
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
37,742
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
37,225
shares
|
$1.76 Million
1.56% of portfolio
|
Q3 2025
Reduced 52.87%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
37,185
shares
|
$1.76 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
35,818
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
35,807
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,779
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
35,290
shares
|
$1.67 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
34,774
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
33,384
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
33,153
shares
|
$1.57 Million
0.5% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
31,498
shares
|
$1.49 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
31,204
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2025
Added 270.95%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
31,129
shares
|
$1.47 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.32%
|
|