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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
25,002
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
24,120
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
23,959
shares
|
$1.12 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,667
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
23,393
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
22,079
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
21,490
shares
|
$1.01 Million
0.48% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
21,235
shares
|
$996,558
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
20,967
shares
|
$983,981
0.0% of portfolio
|
Q2 2025
Added 33.56%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
20,606
shares
|
$967,039
0.16% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
20,579
shares
|
$965,772
0.01% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
20,073
shares
|
$942,025
0.01% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
19,840
shares
|
$931,091
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
19,388
shares
|
$909,878
0.5% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Jul 23, 2025 Q2 2025 |
19,357
shares
|
$908,424
0.7% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
19,236
shares
|
$902,745
0.29% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
18,337
shares
|
$860,555
0.03% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
18,234
shares
|
$855,721
0.68% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
18,073
shares
|
$848,165
0.03% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,770
shares
|
$833,946
0.63% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
16,223
shares
|
$761,345
0.01% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,170
shares
|
$758,858
0.02% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
15,608
shares
|
$732,483
0.27% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,489
shares
|
$726,898
0.35% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
15,395
shares
|
$722,487
0.28% of portfolio
|
Q2 2025
Added 2.11%
|