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 419 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $7.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,425,820
shares
|
$494 Million
3.42% of portfolio
|
Q3 2025
Added 34.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,414,956
shares
|
$399 Million
0.03% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
5,846,314
shares
|
$277 Million
2.75% of portfolio
|
Q3 2025
Added 81.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,245,919
shares
|
$201 Million
0.01% of portfolio
|
Q3 2025
Added 36.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,987,312
shares
|
$189 Million
0.01% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,911,288
shares
|
$185 Million
0.06% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,546,974
shares
|
$168 Million
9.94% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,064,940
shares
|
$145 Million
0.17% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,938,811
shares
|
$139 Million
0.18% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,656,839
shares
|
$126 Million
0.3% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,494,049
shares
|
$118 Million
0.08% of portfolio
|
Q3 2025
Added 50.16%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,493,718
shares
|
$118 Million
2.72% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,397,225
shares
|
$114 Million
8.89% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
2,279,496
shares
|
$108 Million
10.07% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
2,099,119
shares
|
$99.5 Million
0.56% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,083,045
shares
|
$98.7 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,940,320
shares
|
$91.9 Million
0.14% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,862,304
shares
|
$88.2 Million
1.88% of portfolio
|
Q3 2025
Reduced 42.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,849,637
shares
|
$87.6 Million
0.03% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1,746,854
shares
|
$82.8 Million
15.26% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
1,674,250
shares
|
$79.3 Million
20.67% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,633,839
shares
|
$77.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
1,630,316
shares
|
$77.2 Million
7.13% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,582,620
shares
|
$75 Million
2.18% of portfolio
|
Q3 2025
Added 75.36%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,574,742
shares
|
$74.6 Million
10.54% of portfolio
|
Q3 2025
Added 84.35%
|
|