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 |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
18,234
shares
|
$872,861
0.68% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
18,073
shares
|
$865,154
0.03% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,770
shares
|
$850,649
0.63% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
16,546
shares
|
$792,057
0.1% of portfolio
|
Q3 2025
Added 180.63%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
16,223
shares
|
$776,595
0.01% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
16,170
shares
|
$774,057
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
|
$747,154
0.27% of portfolio
|
Q2 2025
Added 26.08%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
15,510
shares
|
$742,463
0.04% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,489
shares
|
$741,458
0.35% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
15,163
shares
|
$725,852
0.27% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,136
shares
|
$724,560
0.04% of portfolio
|
Q2 2025
Reduced 47.76%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
15,054
shares
|
$720,634
0.0% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14,794
shares
|
$708,188
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
14,555
shares
|
$696,747
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
14,388
shares
|
$688,753
0.1% of portfolio
|
Q2 2025
Added 36.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,281
shares
|
$683,631
0.03% of portfolio
|
Q3 2025
Added 177.95%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
14,093
shares
|
$674,631
0.39% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,640
shares
|
$652,946
0.02% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
13,407
shares
|
$641,793
0.08% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
13,400
shares
|
$641,458
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,094
shares
|
$626,809
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
13,051
shares
|
$624,751
0.09% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,835
shares
|
$614,411
0.01% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
12,782
shares
|
$611,874
0.09% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$603,162
0.07% of portfolio
|
Q2 2023
Added 134.16%
|