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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,265,467
shares
|
$60.6 Million
18.63% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
1,265,232
shares
|
$60.6 Million
10.4% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,262,321
shares
|
$60.4 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
|
$59.8 Million
1.96% of portfolio
|
Q2 2025
Added 13.57%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
1,247,515
shares
|
$59.7 Million
8.3% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,245,442
shares
|
$59.6 Million
0.14% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,133,377
shares
|
$54.3 Million
0.07% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Wiser Wealth Management, Inc
|
Oct 06, 2025 Q3 2025 |
1,120,590
shares
|
$53.6 Million
12.34% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,109,862
shares
|
$53.1 Million
0.09% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,069,548
shares
|
$51.2 Million
2.81% of portfolio
|
Q2 2025
Added 170.16%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,019,115
shares
|
$48.8 Million
5.55% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
988,844
shares
|
$47.3 Million
7.85% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
902,479
shares
|
$43.2 Million
1.37% of portfolio
|
Q2 2025
Added 64.53%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
861,685
shares
|
$41.2 Million
3.58% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
851,584
shares
|
$40.8 Million
8.21% of portfolio
|
Q2 2024
Added 3324.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
845,445
shares
|
$40.5 Million
2.95% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
811,743
shares
|
$38.9 Million
1.01% of portfolio
|
Q2 2025
Added 321.72%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
805,960
shares
|
$38.6 Million
11.65% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
803,656
shares
|
$38.5 Million
1.69% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
790,495
shares
|
$37.8 Million
7.66% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
750,127
shares
|
$35.9 Million
0.06% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
731,461
shares
|
$35 Million
3.05% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Financial Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
703,594
shares
|
$33.7 Million
6.21% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
683,541
shares
|
$32.7 Million
9.7% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
631,833
shares
|
$30.2 Million
6.85% of portfolio
|
Q3 2025
Added 3.88%
|