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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
15,005
shares
|
$710,936
0.1% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,763
shares
|
$699,470
0.01% of portfolio
|
Q3 2025
Added 56.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
14,683
shares
|
$695,680
0.02% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
14,497
shares
|
$686,867
0.08% of portfolio
|
Q4 2025
Added 6.96%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
14,093
shares
|
$667,726
0.39% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 22, 2026 Q4 2025 |
13,752
shares
|
$651,569
7.89% of portfolio
|
Q4 2025
Reduced 97.82%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
13,733
shares
|
$650,669
0.05% of portfolio
|
Q4 2025
Added 41.36%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,640
shares
|
$646,263
0.02% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
13,586
shares
|
$643,704
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
13,524
shares
|
$640,767
0.09% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
13,400
shares
|
$634,892
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
13,248
shares
|
$627,690
0.01% of portfolio
|
Q3 2025
Added 156.05%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
13,229
shares
|
$626,790
0.44% of portfolio
|
Q3 2025
Reduced 31.66%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
13,183
shares
|
$624,610
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
12,846
shares
|
$608,643
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$596,988
0.07% of portfolio
|
Q2 2023
Added 134.16%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
12,345
shares
|
$584,906
0.42% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$584,763
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
12,329
shares
|
$584,148
0.2% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$522,269
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
10,703
shares
|
$507,108
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,174
shares
|
$482,044
0.0% of portfolio
|
Q3 2025
Added 1615.68%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,813
shares
|
$464,939
0.0% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,505
shares
|
$450,346
0.03% of portfolio
|
Q3 2025
Reduced 37.2%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
9,367
shares
|
$443,808
0.32% of portfolio
|
Q4 2025
Reduced 6.38%
|
|