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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
214,554
shares
|
$10.2 Million
1.6% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
213,055
shares
|
$10.1 Million
2.08% of portfolio
|
Q2 2024
Added 303.19%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
211,251
shares
|
$10 Million
7.67% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
202,610
shares
|
$9.6 Million
0.06% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
199,323
shares
|
$9.44 Million
1.11% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
197,000
shares
|
$9.33 Million
6.14% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
195,636
shares
|
$9.27 Million
0.2% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
191,243
shares
|
$9.06 Million
2.05% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
188,501
shares
|
$8.93 Million
5.22% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
187,284
shares
|
$8.87 Million
6.74% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
182,872
shares
|
$8.66 Million
0.58% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
181,910
shares
|
$8.62 Million
3.32% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.61 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
178,588
shares
|
$8.46 Million
3.4% of portfolio
|
Q2 2025
Reduced 33.12%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
175,329
shares
|
$8.31 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
171,056
shares
|
$8.1 Million
0.87% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$8.07 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
168,936
shares
|
$8 Million
3.73% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
163,469
shares
|
$7.75 Million
0.63% of portfolio
|
Q3 2025
Added 31.57%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
160,090
shares
|
$7.59 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
158,892
shares
|
$7.53 Million
0.55% of portfolio
|
Q3 2025
Added 239.22%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
158,439
shares
|
$7.51 Million
3.28% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
155,971
shares
|
$7.39 Million
0.09% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
153,696
shares
|
$7.28 Million
0.07% of portfolio
|
Q2 2025
Added 155.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
148,719
shares
|
$7.05 Million
0.13% of portfolio
|
Q3 2025
Added 203.4%
|
|