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 405 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,425,820
shares
|
$499 Million
3.42% of portfolio
|
Q3 2025
Added 34.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,059,000
shares
|
$386 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,771,842
shares
|
$181 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,546,974
shares
|
$170 Million
9.94% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,476,403
shares
|
$166 Million
0.01% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
3,264,660
shares
|
$156 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
|
$154 Million
1.68% of portfolio
|
Q2 2025
Added 49.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,115,372
shares
|
$149 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
|
$138 Million
0.18% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
2,656,839
shares
|
$127 Million
0.3% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
2,634,980
shares
|
$126 Million
0.18% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
2,397,225
shares
|
$115 Million
8.89% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
2,279,496
shares
|
$109 Million
10.07% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,243,663
shares
|
$107 Million
2.46% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,083,045
shares
|
$99.7 Million
0.14% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
1,871,288
shares
|
$89.6 Million
0.57% of portfolio
|
Q2 2025
Added 153.28%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1,746,854
shares
|
$83.6 Million
15.26% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,715,858
shares
|
$82.1 Million
0.15% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,683,730
shares
|
$80.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,660,914
shares
|
$79.5 Million
0.06% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
1,630,316
shares
|
$78 Million
7.13% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
1,621,593
shares
|
$77.6 Million
21.09% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
1,574,742
shares
|
$75.4 Million
10.54% of portfolio
|
Q3 2025
Added 84.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,504,582
shares
|
$72 Million
0.02% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,416,196
shares
|
$67.8 Million
2.87% of portfolio
|
Q2 2025
Added 2.49%
|