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 |
|---|---|---|---|---|---|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
77,952
shares
|
$3.69 Million
0.9% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
77,559
shares
|
$3.67 Million
0.11% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,818
shares
|
$3.64 Million
0.02% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
76,695
shares
|
$3.63 Million
0.26% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
76,663
shares
|
$3.63 Million
4.24% of portfolio
|
Q3 2025
Reduced 38.23%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
75,959
shares
|
$3.6 Million
1.06% of portfolio
|
Q3 2025
Added 54.43%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
74,987
shares
|
$3.55 Million
8.13% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
73,886
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
71,440
shares
|
$3.38 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
70,608
shares
|
$3.35 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
70,070
shares
|
$3.32 Million
0.22% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
69,735
shares
|
$3.3 Million
1.89% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
67,014
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Reduced 49.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
66,666
shares
|
$3.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
65,254
shares
|
$3.09 Million
0.18% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
62,428
shares
|
$2.96 Million
2.03% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
62,270
shares
|
$2.95 Million
0.19% of portfolio
|
Q3 2025
Added 13.15%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
60,900
shares
|
$2.89 Million
0.83% of portfolio
|
Q3 2025
Reduced 45.77%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
60,647
shares
|
$2.87 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
59,164
shares
|
$2.8 Million
0.07% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
57,130
shares
|
$2.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 27.85%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
56,781
shares
|
$2.69 Million
0.72% of portfolio
|
Q3 2025
Reduced 28.95%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
55,842
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2025
Added 320.21%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
55,628
shares
|
$2.64 Million
1.7% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
55,252
shares
|
$2.62 Million
0.53% of portfolio
|
Q3 2025
Added 10.68%
|
|