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 |
|---|---|---|---|---|---|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
15,163
shares
|
$711,599
0.27% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,136
shares
|
$710,332
0.04% of portfolio
|
Q2 2025
Reduced 47.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
14,794
shares
|
$694,282
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14,781
shares
|
$693,672
0.05% of portfolio
|
Q2 2025
Added 107.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
14,555
shares
|
$683,066
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
14,388
shares
|
$675,228
0.1% of portfolio
|
Q2 2025
Added 36.21%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
14,269
shares
|
$669,644
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,093
shares
|
$661,384
0.13% of portfolio
|
Q2 2025
Added 84.08%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
13,853
shares
|
$650,121
0.43% of portfolio
|
Q1 2025
Added 49.78%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,492
shares
|
$633,179
0.42% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
13,407
shares
|
$629,190
0.08% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
13,400
shares
|
$628,862
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
13,289
shares
|
$623,652
0.03% of portfolio
|
Q2 2025
Added 16.26%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
13,051
shares
|
$612,483
0.09% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,951
shares
|
$607,790
0.01% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
12,835
shares
|
$602,346
0.01% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
12,782
shares
|
$599,859
0.09% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
12,600
shares
|
$591,318
0.07% of portfolio
|
Q2 2023
Added 134.16%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$579,210
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
12,235
shares
|
$574,188
0.44% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$517,309
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
10,990
shares
|
$515,760
0.17% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
10,703
shares
|
$502,291
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
10,633
shares
|
$499,006
0.09% of portfolio
|
Q2 2025
Added 48.38%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
10,519
shares
|
$493,656
0.01% of portfolio
|
Q2 2025
Added 7.72%
|