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 379 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $5.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,535
shares
|
$305,119
0.01% of portfolio
|
Q2 2025
Reduced 27.94%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
6,493
shares
|
$303,158
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
6,360
shares
|
$296,948
0.03% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
6,352
shares
|
$296,574
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
6,325
shares
|
$295,314
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,282
shares
|
$293,306
0.01% of portfolio
|
Q1 2025
Reduced 88.47%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,280
shares
|
$293,213
0.03% of portfolio
|
Q1 2025
Reduced 71.58%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
6,178
shares
|
$288,450
0.11% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
5,896
shares
|
$275,284
0.04% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,895
shares
|
$275,237
0.0% of portfolio
|
Q1 2025
Reduced 36.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
5,754
shares
|
$268,654
0.01% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
5,674
shares
|
$264,919
0.19% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,347
shares
|
$249,651
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,138
shares
|
$239,893
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,039
shares
|
$235,270
0.04% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
5,025
shares
|
$234,617
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
5,000
shares
|
$233,450
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,973
shares
|
$232,189
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,791
shares
|
$223,691
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,727
shares
|
$220,703
0.0% of portfolio
|
Q2 2025
Added 693.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,610
shares
|
$215,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
4,500
shares
|
$210,105
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,745
shares
|
$128,164
0.11% of portfolio
|
Q1 2025
Reduced 95.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,376
shares
|
$110,935
0.01% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,313
shares
|
$107,993
0.0% of portfolio
|
Q1 2025
New holding
|