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 394 institutions that hold shares in the stock, with a total of 131 Million shares, which have been reported (via 13F filing form) to have a value of $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,059,000
shares
|
$378 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,766,678
shares
|
$364 Million
2.98% of portfolio
|
Q2 2025
Added 105.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,771,842
shares
|
$177 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,476,403
shares
|
$163 Million
0.01% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
3,314,934
shares
|
$156 Million
9.71% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
3,264,660
shares
|
$153 Million
2.49% of portfolio
|
Q2 2025
Added 121.3%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
3,216,300
shares
|
$151 Million
1.68% of portfolio
|
Q2 2025
Added 49.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,115,372
shares
|
$146 Million
0.01% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,876,245
shares
|
$135 Million
0.18% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,634,980
shares
|
$124 Million
0.18% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,432,881
shares
|
$114 Million
0.3% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,239,363
shares
|
$105 Million
0.29% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
2,148,587
shares
|
$101 Million
10.13% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,083,045
shares
|
$97.8 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
2,032,669
shares
|
$95.4 Million
8.69% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,871,288
shares
|
$87.8 Million
0.57% of portfolio
|
Q2 2025
Added 153.28%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
1,684,907
shares
|
$79.1 Million
15.36% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,683,730
shares
|
$79 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,660,914
shares
|
$77.9 Million
0.06% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
1,621,593
shares
|
$76.1 Million
21.09% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
1,543,846
shares
|
$72.5 Million
7.13% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,504,582
shares
|
$70.6 Million
0.02% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,442,465
shares
|
$67.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 18.31%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,416,196
shares
|
$66.5 Million
2.87% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,265,467
shares
|
$59.4 Million
18.63% of portfolio
|
Q2 2025
Added 2.8%
|