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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,457,522
shares
|
$69.1 Million
2.82% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,422,676
shares
|
$67.4 Million
0.08% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
1,390,339
shares
|
$65.9 Million
19.27% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,387,594
shares
|
$65.7 Million
1.93% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
1,356,707
shares
|
$64.3 Million
1.28% of portfolio
|
Q3 2025
Added 66.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,312,993
shares
|
$62.2 Million
0.13% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,307,674
shares
|
$62 Million
9.87% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
1,265,232
shares
|
$59.9 Million
10.4% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$59.1 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,156,105
shares
|
$54.8 Million
2.76% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
1,155,111
shares
|
$54.7 Million
5.37% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,133,377
shares
|
$53.7 Million
0.07% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
1,120,590
shares
|
$53.1 Million
12.34% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
988,844
shares
|
$46.9 Million
7.85% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
851,584
shares
|
$40.3 Million
8.21% of portfolio
|
Q2 2024
Added 3324.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
845,445
shares
|
$40.1 Million
2.95% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
819,415
shares
|
$38.8 Million
11.15% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
805,960
shares
|
$38.2 Million
11.65% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
790,495
shares
|
$37.5 Million
7.66% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
768,113
shares
|
$36.4 Million
3.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
750,127
shares
|
$35.5 Million
0.06% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
745,141
shares
|
$35.3 Million
2.94% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
703,594
shares
|
$33.3 Million
6.21% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
699,982
shares
|
$33.2 Million
9.59% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
668,660
shares
|
$31.7 Million
0.16% of portfolio
|
Q3 2025
Added 21.57%
|
|