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 |
|---|---|---|---|---|---|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
23,527
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
23,304
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
23,094
shares
|
$1.09 Million
0.16% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
22,864
shares
|
$1.08 Million
0.37% of portfolio
|
Q3 2025
Reduced 59.78%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
22,860
shares
|
$1.08 Million
0.21% of portfolio
|
Q3 2025
Added 62.21%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
22,489
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 69.68%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
22,391
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
21,490
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
21,336
shares
|
$1.01 Million
0.51% of portfolio
|
Q4 2025
Reduced 24.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
21,151
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20,497
shares
|
$971,147
0.04% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$940,019
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,527
shares
|
$925,189
0.32% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$918,603
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
19,330
shares
|
$915,855
0.73% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
19,302
shares
|
$914,528
0.05% of portfolio
|
Q4 2025
Added 24.45%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
19,085
shares
|
$904,247
0.1% of portfolio
|
Q4 2025
Added 143.31%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
18,870
shares
|
$894,060
0.01% of portfolio
|
Q4 2025
Added 25.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
18,787
shares
|
$890,128
0.37% of portfolio
|
Q3 2025
Added 21.29%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
18,337
shares
|
$868,807
0.3% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,271
shares
|
$865,679
0.0% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,524
shares
|
$830,287
0.02% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
17,109
shares
|
$810,624
0.03% of portfolio
|
Q4 2025
Reduced 30.25%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
16,546
shares
|
$783,949
0.1% of portfolio
|
Q3 2025
Added 180.63%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
16,164
shares
|
$765,850
0.1% of portfolio
|
Q4 2025
Added 19.49%
|
|