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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Nov 10, 2025 Q3 2025 |
13,528
shares
|
$640,956
0.09% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
13,524
shares
|
$640,767
0.09% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
13,400
shares
|
$634,892
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
13,248
shares
|
$627,690
0.01% of portfolio
|
Q3 2025
Added 156.05%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2025 Q3 2025 |
13,229
shares
|
$626,790
0.44% of portfolio
|
Q3 2025
Reduced 31.66%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
13,183
shares
|
$624,610
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
12,846
shares
|
$608,643
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$596,988
0.07% of portfolio
|
Q2 2023
Added 134.16%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
12,345
shares
|
$584,906
0.42% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$584,763
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
12,329
shares
|
$584,148
0.2% of portfolio
|
Q3 2025
Added 12.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$522,269
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
10,703
shares
|
$507,108
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
10,174
shares
|
$482,044
0.0% of portfolio
|
Q3 2025
Added 1615.68%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
10,005
shares
|
$474,036
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,813
shares
|
$464,939
0.0% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,715
shares
|
$460,296
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,505
shares
|
$450,346
0.03% of portfolio
|
Q3 2025
Reduced 37.2%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
9,229
shares
|
$437,270
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
8,504
shares
|
$402,919
0.24% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
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
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
8,407
shares
|
$398,323
0.17% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
8,188
shares
|
$387,947
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|