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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
9,229
shares
|
$437,270
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
8,692
shares
|
$411,826
0.24% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
8,644
shares
|
$409,552
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
8,593
shares
|
$407,136
0.17% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
8,491
shares
|
$402,303
0.01% of portfolio
|
Q4 2025
Added 10.03%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,450
shares
|
$400,361
0.0% of portfolio
|
Q3 2025
Added 77.75%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
8,411
shares
|
$398,513
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
8,188
shares
|
$387,947
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,022
shares
|
$380,082
0.01% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
8,010
shares
|
$379,513
0.01% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
7,867
shares
|
$372,738
0.11% of portfolio
|
Q3 2025
Reduced 48.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,857
shares
|
$372,264
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
7,826
shares
|
$370,795
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
7,818
shares
|
$370,416
0.09% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
7,684
shares
|
$364,067
0.3% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
7,680
shares
|
$363,878
0.3% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
7,597
shares
|
$359,945
0.03% of portfolio
|
Q4 2025
Added 10.91%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,572
shares
|
$358,761
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
7,245
shares
|
$343,268
0.14% of portfolio
|
Q4 2025
Reduced 4.81%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
7,082
shares
|
$335,545
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
7,002
shares
|
$331,754
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
6,790
shares
|
$321,710
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,749
shares
|
$319,767
0.01% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,701
shares
|
$317,493
0.01% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,493
shares
|
$307,638
0.0% of portfolio
|
Q1 2025
New holding
|
|