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 $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
33,726
shares
|
$1.58 Million
0.16% of portfolio
|
Q2 2025
Reduced 90.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
33,421
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
33,363
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
32,882
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
32,198
shares
|
$1.51 Million
0.38% of portfolio
|
Q2 2025
Reduced 47.99%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
31,872
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
31,682
shares
|
$1.49 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
31,585
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Added 119.13%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
31,489
shares
|
$1.48 Million
0.19% of portfolio
|
Q2 2025
Reduced 59.38%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
30,656
shares
|
$1.44 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
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
30,107
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.01%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
30,097
shares
|
$1.41 Million
0.56% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
29,778
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
29,436
shares
|
$1.38 Million
0.48% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
29,400
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
28,685
shares
|
$1.35 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
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Added 203.88%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
28,260
shares
|
$1.33 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
27,964
shares
|
$1.31 Million
0.59% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
27,496
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Reduced 72.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
26,800
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
25,335
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2025
Added 31.82%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
25,308
shares
|
$1.19 Million
0.66% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
25,002
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.71%
|