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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
12,342
shares
|
$590,811
0.14% of portfolio
|
Q2 2023
Added 2.92%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
12,235
shares
|
$585,689
0.44% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,023
shares
|
$527,671
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
10,990
shares
|
$526,091
0.17% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
10,703
shares
|
$512,352
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
10,633
shares
|
$509,001
0.09% of portfolio
|
Q2 2025
Added 48.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,203
shares
|
$488,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
9,843
shares
|
$471,184
0.0% of portfolio
|
Q2 2025
Reduced 53.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,715
shares
|
$465,057
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
9,595
shares
|
$459,312
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
9,433
shares
|
$451,557
0.01% of portfolio
|
Q2 2025
Added 24.68%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
9,254
shares
|
$442,988
0.0% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
9,100
shares
|
$435,617
0.08% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,644
shares
|
$413,788
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
8,412
shares
|
$402,682
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,411
shares
|
$402,634
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
8,407
shares
|
$402,443
0.17% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
8,188
shares
|
$391,959
0.18% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
8,087
shares
|
$387,124
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
7,785
shares
|
$372,667
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
7,717
shares
|
$369,412
0.01% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
7,709
shares
|
$369,029
0.02% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
7,680
shares
|
$367,641
0.3% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
7,621
shares
|
$364,817
0.09% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,611
shares
|
$364,338
0.15% of portfolio
|
Q3 2025
Added 0.98%
|