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 |
|---|---|---|---|---|---|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
326,184
shares
|
$15.5 Million
8.36% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
308,522
shares
|
$14.6 Million
10.07% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
306,131
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
305,548
shares
|
$14.5 Million
3.9% of portfolio
|
Q3 2025
Added 12.68%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
304,697
shares
|
$14.4 Million
1.86% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
304,496
shares
|
$14.4 Million
1.06% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
304,184
shares
|
$14.4 Million
6.89% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
301,698
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2025
Added 84.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
297,484
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
286,540
shares
|
$13.6 Million
8.03% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
279,500
shares
|
$13.2 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
275,213
shares
|
$13 Million
0.13% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Alpha Advisors, Llc/Va
Richmond, VA |
Nov 12, 2025 Q3 2025 |
260,583
shares
|
$12.3 Million
9.31% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
253,969
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
248,599
shares
|
$11.8 Million
4.61% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
244,803
shares
|
$11.6 Million
3.64% of portfolio
|
Q3 2025
Added 17.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
244,600
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Added 43.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
240,128
shares
|
$11.4 Million
0.06% of portfolio
|
Q2 2025
Added 36.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
237,976
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
232,771
shares
|
$11 Million
0.26% of portfolio
|
Q3 2025
Added 996.17%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
232,417
shares
|
$11 Million
2.8% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
232,033
shares
|
$11 Million
5.1% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
232,005
shares
|
$11 Million
9.27% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
221,935
shares
|
$10.5 Million
1.36% of portfolio
|
Q3 2025
Reduced 58.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
218,150
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.85%
|
|