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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
30,734
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
30,465
shares
|
$1.44 Million
0.14% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,107
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
29,978
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2025
Reduced 12.62%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
29,791
shares
|
$1.41 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
29,724
shares
|
$1.41 Million
0.61% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
29,594
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Retirement Guys Formula LLC
|
Jan 23, 2026 Q4 2025 |
29,471
shares
|
$1.4 Million
0.67% of portfolio
|
Q4 2025
Reduced 7.28%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
29,435
shares
|
$1.39 Million
0.68% of portfolio
|
Q3 2025
Reduced 84.63%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
29,312
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2025
Added 105.25%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,589
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2025
Added 203.88%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
28,545
shares
|
$1.35 Million
0.3% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
28,260
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
27,606
shares
|
$1.31 Million
0.28% of portfolio
|
Q4 2025
Added 12.16%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
27,106
shares
|
$1.28 Million
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
26,935
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
26,876
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2025
Added 166.47%
|
|
|
Jm2 Capital Inc.
Edmond, OK |
Jan 23, 2026 Q4 2025 |
26,774
shares
|
$1.27 Million
1.02% of portfolio
|
Q4 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,455
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
25,595
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 75.85%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
25,020
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
24,558
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
24,558
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2025
Added 27.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
23,637
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 131.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
23,624
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2025
Added 29.56%
|
|