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 406 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
7,572
shares
|
$362,471
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
7,460
shares
|
$357,110
0.22% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
7,444
shares
|
$356,344
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7,152
shares
|
$342,366
0.29% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Wills Financial Group LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
6,982
shares
|
$334,228
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
6,790
shares
|
$325,037
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
6,701
shares
|
$320,776
0.01% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,493
shares
|
$310,819
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
6,424
shares
|
$307,516
0.02% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,380
shares
|
$305,410
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
6,360
shares
|
$304,453
0.03% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
6,352
shares
|
$304,070
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,343
shares
|
$303,639
0.0% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
6,322
shares
|
$302,634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,280
shares
|
$300,623
0.03% of portfolio
|
Q1 2025
Reduced 71.58%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
6,176
shares
|
$295,645
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,042
shares
|
$289,230
0.01% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
5,952
shares
|
$284,922
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,943
shares
|
$284,491
0.04% of portfolio
|
Q3 2025
Reduced 37.0%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,876
shares
|
$281,284
0.16% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
5,704
shares
|
$273,050
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,648
shares
|
$270,369
0.03% of portfolio
|
Q2 2025
Reduced 94.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,506
shares
|
$263,572
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,394
shares
|
$258,210
0.04% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
5,338
shares
|
$255,530
0.22% of portfolio
|
Q2 2025
New holding
|