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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
147,446
shares
|
$6.99 Million
4.17% of portfolio
|
Q2 2024
Added 10.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
146,538
shares
|
$6.94 Million
0.36% of portfolio
|
Q3 2025
Added 37.53%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
145,180
shares
|
$6.88 Million
0.73% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
143,965
shares
|
$6.82 Million
0.07% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
139,606
shares
|
$6.61 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
134,934
shares
|
$6.39 Million
0.38% of portfolio
|
Q3 2025
Added 293.22%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
121,526
shares
|
$5.76 Million
0.02% of portfolio
|
Q3 2025
Added 35.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
120,375
shares
|
$5.7 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
111,851
shares
|
$5.3 Million
0.09% of portfolio
|
Q3 2025
Added 656.06%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
107,864
shares
|
$5.11 Million
0.09% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
103,046
shares
|
$4.88 Million
2.62% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
102,496
shares
|
$4.86 Million
2.72% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
102,314
shares
|
$4.85 Million
9.9% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
99,637
shares
|
$4.72 Million
0.26% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
97,435
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
95,810
shares
|
$4.54 Million
0.31% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
93,081
shares
|
$4.41 Million
0.26% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
92,337
shares
|
$4.37 Million
1.34% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
91,001
shares
|
$4.31 Million
0.58% of portfolio
|
Q3 2025
Added 156.56%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
88,869
shares
|
$4.21 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
86,782
shares
|
$4.11 Million
0.09% of portfolio
|
Q3 2025
Added 172.28%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
85,941
shares
|
$4.07 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
80,983
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 42.87%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
80,939
shares
|
$3.83 Million
0.58% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
80,556
shares
|
$3.82 Million
0.69% of portfolio
|
Q3 2025
Added 4.65%
|
|