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 417 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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
8,188
shares
|
$387,947
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,022
shares
|
$380,082
0.01% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
8,010
shares
|
$379,513
0.01% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
7,867
shares
|
$372,738
0.11% of portfolio
|
Q3 2025
Reduced 48.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
7,857
shares
|
$372,264
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
7,844
shares
|
$371,648
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
7,818
shares
|
$370,416
0.09% of portfolio
|
Q4 2025
Added 2.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,717
shares
|
$365,631
0.01% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
7,684
shares
|
$364,067
0.3% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
7,680
shares
|
$363,878
0.3% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,611
shares
|
$360,609
0.15% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,572
shares
|
$358,761
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
7,444
shares
|
$352,696
0.15% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
7,082
shares
|
$335,545
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wills Financial Group LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
7,002
shares
|
$331,754
0.14% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
6,850
shares
|
$324,553
0.03% of portfolio
|
Q3 2025
Added 29.07%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
6,790
shares
|
$321,710
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,749
shares
|
$319,767
0.01% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,701
shares
|
$317,493
0.01% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,493
shares
|
$307,638
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,488
shares
|
$307,401
0.02% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
6,454
shares
|
$305,790
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,451
shares
|
$305,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,380
shares
|
$302,284
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
6,352
shares
|
$300,957
0.0% of portfolio
|
Q2 2024
New holding
|
|