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 418 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 $7.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
40,574
shares
|
$1.92 Million
0.65% of portfolio
|
Q3 2025
Added 37.84%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
39,148
shares
|
$1.85 Million
0.39% of portfolio
|
Q4 2025
Added 12.42%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
38,943
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
38,229
shares
|
$1.81 Million
0.22% of portfolio
|
Q3 2025
Reduced 73.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
38,176
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
37,742
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
37,225
shares
|
$1.76 Million
1.56% of portfolio
|
Q3 2025
Reduced 52.87%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
37,185
shares
|
$1.76 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
36,850
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.72 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
35,818
shares
|
$1.7 Million
0.11% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
35,807
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 24.83%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,779
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
35,290
shares
|
$1.67 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
34,941
shares
|
$1.66 Million
0.9% of portfolio
|
Q3 2025
Added 72.31%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
34,774
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
34,309
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
33,384
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
33,282
shares
|
$1.58 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
31,786
shares
|
$1.51 Million
0.56% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
31,567
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
31,498
shares
|
$1.49 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
31,204
shares
|
$1.48 Million
0.1% of portfolio
|
Q3 2025
Added 270.95%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
31,129
shares
|
$1.47 Million
0.33% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
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%
|
|