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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,221
shares
|
$58,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,162
shares
|
$55,624
0.03% of portfolio
|
Q1 2024
Reduced 72.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,041
shares
|
$49,832
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
962
shares
|
$46,050
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
920
shares
|
$44,040
0.01% of portfolio
|
Q3 2024
Reduced 69.54%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
879
shares
|
$42,077
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
781
shares
|
$37,386
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
696
shares
|
$33,317
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
690
shares
|
$33,030
0.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
642
shares
|
$30,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
630
shares
|
$30,158
0.0% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
615
shares
|
$29,440
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
612
shares
|
$29,296
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
593
shares
|
$28,386
0.0% of portfolio
|
Q2 2025
Added 15.37%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
521
shares
|
$24,940
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
355
shares
|
$16,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
287
shares
|
$13,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
200
shares
|
$9,574
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
187
shares
|
$8,951
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
175
shares
|
$8,377
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
170
shares
|
$8,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
162
shares
|
$7,754
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
132
shares
|
$6,318
0.0% of portfolio
|
Q3 2024
Added 23.36%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
122
shares
|
$5,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
113
shares
|
$5,409
0.0% of portfolio
|
Q2 2024
New holding
|