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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
22,489
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 69.68%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
22,391
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
22,226
shares
|
$1.05 Million
0.16% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
21,490
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
21,151
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
20,497
shares
|
$971,147
0.04% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$940,019
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,527
shares
|
$925,189
0.32% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$918,603
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
19,330
shares
|
$915,855
0.73% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
18,787
shares
|
$890,128
0.37% of portfolio
|
Q3 2025
Added 21.29%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
18,337
shares
|
$868,807
0.3% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,271
shares
|
$865,679
0.0% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,524
shares
|
$830,287
0.02% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
16,546
shares
|
$783,949
0.1% of portfolio
|
Q3 2025
Added 180.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15,510
shares
|
$734,863
0.04% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
15,054
shares
|
$713,258
0.0% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
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%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,281
shares
|
$676,633
0.03% of portfolio
|
Q3 2025
Added 177.95%
|
|
|
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%
|
|
|
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
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
13,554
shares
|
$642,188
0.08% of portfolio
|
Q3 2025
Added 1.1%
|
|