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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
463,677
shares
|
$22 Million
0.3% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
462,461
shares
|
$21.9 Million
5.03% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
461,416
shares
|
$21.9 Million
11.41% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
445,422
shares
|
$21.1 Million
1.57% of portfolio
|
Q3 2025
Added 25.18%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
438,668
shares
|
$20.8 Million
3.41% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
424,946
shares
|
$20.1 Million
3.43% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
415,375
shares
|
$19.7 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
415,078
shares
|
$19.7 Million
0.71% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
408,151
shares
|
$19.3 Million
0.91% of portfolio
|
Q3 2025
Reduced 49.21%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
405,343
shares
|
$19.2 Million
6.08% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
404,673
shares
|
$19.2 Million
0.2% of portfolio
|
Q3 2025
Added 36.76%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
403,792
shares
|
$19.1 Million
1.41% of portfolio
|
Q3 2025
Added 36.76%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
389,503
shares
|
$18.5 Million
3.27% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
379,622
shares
|
$18 Million
1.57% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
376,065
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
374,238
shares
|
$17.7 Million
1.64% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
363,981
shares
|
$17.2 Million
1.39% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
355,898
shares
|
$16.9 Million
0.6% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
349,998
shares
|
$16.6 Million
2.86% of portfolio
|
Q3 2023
Added 23.0%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
349,001
shares
|
$16.5 Million
3.94% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
348,966
shares
|
$16.5 Million
9.4% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
348,833
shares
|
$16.5 Million
0.67% of portfolio
|
Q2 2024
Added 3.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
344,002
shares
|
$16.3 Million
0.39% of portfolio
|
Q3 2025
Added 14.76%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
341,571
shares
|
$16.2 Million
2.38% of portfolio
|
Q3 2025
Added 91.38%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
334,345
shares
|
$15.8 Million
0.1% of portfolio
|
Q3 2025
Added 45.17%
|
|