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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
28,545
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
28,260
shares
|
$1.35 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
28,154
shares
|
$1.35 Million
0.67% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
27,964
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
26,935
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
26,876
shares
|
$1.29 Million
0.42% of portfolio
|
Q3 2025
Added 166.47%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
26,800
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
25,002
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
24,613
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2025
Added 72.49%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
24,120
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
23,959
shares
|
$1.15 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,667
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
23,393
shares
|
$1.12 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
22,860
shares
|
$1.09 Million
0.21% of portfolio
|
Q3 2025
Added 62.21%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
22,226
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
22,079
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
21,490
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
20,967
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 33.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
20,073
shares
|
$960,894
0.01% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$949,740
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
19,527
shares
|
$934,757
0.32% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$928,103
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
19,357
shares
|
$926,619
0.7% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
19,236
shares
|
$920,827
0.29% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
18,337
shares
|
$877,792
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|