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 $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,262,321
shares
|
$59.2 Million
10.2% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,250,002
shares
|
$58.7 Million
1.96% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$58.5 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,245,442
shares
|
$58.4 Million
0.14% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
1,181,873
shares
|
$55.5 Million
10.08% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,109,862
shares
|
$52.1 Million
0.09% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,069,548
shares
|
$50.2 Million
2.81% of portfolio
|
Q2 2025
Added 170.16%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,020,206
shares
|
$47.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 34.9%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,019,115
shares
|
$47.8 Million
5.55% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
985,192
shares
|
$46.2 Million
11.71% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
952,639
shares
|
$44.7 Million
8.08% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
902,479
shares
|
$42.4 Million
1.37% of portfolio
|
Q2 2025
Added 64.53%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
861,685
shares
|
$40.4 Million
3.58% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
854,215
shares
|
$40.1 Million
6.07% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
851,584
shares
|
$40 Million
8.21% of portfolio
|
Q2 2024
Added 3324.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
839,614
shares
|
$39.4 Million
3.13% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
811,743
shares
|
$38.1 Million
1.01% of portfolio
|
Q2 2025
Added 321.72%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
803,656
shares
|
$37.7 Million
1.69% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
790,495
shares
|
$37.1 Million
7.66% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
781,218
shares
|
$36.7 Million
13.37% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
731,461
shares
|
$34.3 Million
3.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
709,047
shares
|
$33.3 Million
0.06% of portfolio
|
Q2 2025
Added 66.48%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
694,467
shares
|
$32.6 Million
6.78% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
683,541
shares
|
$32.1 Million
9.7% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
612,874
shares
|
$28.8 Million
1.21% of portfolio
|
Q2 2025
Added 6.32%
|