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 |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
659,276
shares
|
$31.2 Million
2.77% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
654,249
shares
|
$31 Million
1.24% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
648,389
shares
|
$30.7 Million
0.03% of portfolio
|
Q3 2025
Added 37.56%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
631,833
shares
|
$29.9 Million
6.85% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
625,355
shares
|
$29.6 Million
6.7% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
618,637
shares
|
$29.3 Million
6.81% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
610,110
shares
|
$28.9 Million
10.34% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
607,094
shares
|
$28.8 Million
7.66% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
603,539
shares
|
$28.6 Million
3.37% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
597,287
shares
|
$28.3 Million
12.92% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
591,581
shares
|
$28 Million
3.71% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
585,007
shares
|
$27.7 Million
0.04% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
582,182
shares
|
$27.6 Million
2.2% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
582,071
shares
|
$27.6 Million
4.1% of portfolio
|
Q3 2025
Added 42.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
579,155
shares
|
$27.4 Million
0.02% of portfolio
|
Q3 2025
Added 32.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
568,093
shares
|
$26.9 Million
0.21% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
568,093
shares
|
$26.9 Million
1.87% of portfolio
|
Q3 2025
Added 11.41%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
519,157
shares
|
$24.6 Million
1.09% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
497,224
shares
|
$23.6 Million
1.77% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
495,239
shares
|
$23.5 Million
2.38% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
483,680
shares
|
$22.9 Million
0.02% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
480,836
shares
|
$22.8 Million
0.0% of portfolio
|
Q3 2025
Added 34.64%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
479,725
shares
|
$22.7 Million
5.02% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
477,932
shares
|
$22.6 Million
0.86% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
477,430
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.58%
|
|