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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,107
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
30,096
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
29,791
shares
|
$1.41 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
29,724
shares
|
$1.41 Million
0.61% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
29,594
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
29,435
shares
|
$1.39 Million
0.68% of portfolio
|
Q3 2025
Reduced 84.63%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,589
shares
|
$1.35 Million
0.31% of portfolio
|
Q1 2025
Added 203.88%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
28,545
shares
|
$1.35 Million
0.3% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
28,260
shares
|
$1.34 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
28,154
shares
|
$1.33 Million
0.67% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
26,935
shares
|
$1.28 Million
0.32% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
26,876
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2025
Added 166.47%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
26,455
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
25,595
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 75.85%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
25,020
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
24,613
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2025
Added 72.49%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
24,558
shares
|
$1.16 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
24,558
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2025
Added 27.67%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
24,529
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
23,637
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 131.67%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
23,624
shares
|
$1.12 Million
0.77% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
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
|
|
|
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%
|
|