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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
54,555
shares
|
$2.58 Million
0.41% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
54,267
shares
|
$2.57 Million
1.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
52,003
shares
|
$2.46 Million
0.66% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,565
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
51,283
shares
|
$2.43 Million
0.99% of portfolio
|
Q3 2025
Added 436.6%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
51,050
shares
|
$2.42 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
50,687
shares
|
$2.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
48,925
shares
|
$2.32 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
48,514
shares
|
$2.3 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
47,567
shares
|
$2.25 Million
1.61% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
47,500
shares
|
$2.25 Million
0.03% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
46,989
shares
|
$2.23 Million
1.84% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
46,589
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
45,890
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
44,393
shares
|
$2.1 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
44,226
shares
|
$2.1 Million
0.19% of portfolio
|
Q3 2025
Added 31.13%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
43,854
shares
|
$2.08 Million
1.28% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.07 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
43,351
shares
|
$2.05 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
43,156
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 836.14%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
42,929
shares
|
$2.03 Million
1.4% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
42,806
shares
|
$2.03 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$2.01 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
42,018
shares
|
$1.99 Million
0.97% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
40,662
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 16.3%
|
|