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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
38,670
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
37,742
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
35,818
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,779
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,304
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
35,290
shares
|
$1.69 Million
0.24% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,963
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Added 73.43%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
34,941
shares
|
$1.67 Million
0.9% of portfolio
|
Q3 2025
Added 72.31%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34,315
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
33,421
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
33,384
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
33,282
shares
|
$1.59 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
32,198
shares
|
$1.54 Million
0.38% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
31,786
shares
|
$1.52 Million
0.56% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
31,682
shares
|
$1.52 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
31,585
shares
|
$1.51 Million
0.28% of portfolio
|
Q2 2025
Added 119.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
31,567
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
30,734
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,656
shares
|
$1.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
30,576
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,107
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
30,096
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
28,685
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,589
shares
|
$1.37 Million
0.31% of portfolio
|
Q1 2025
Added 203.88%
|