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 |
|---|---|---|---|---|---|
|
Royal Harbor Partners, LLC
|
Aug 08, 2025 Q2 2025 |
609,435
shares
|
$28.6 Million
14.53% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
608,221
shares
|
$28.5 Million
7.5% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
605,997
shares
|
$28.4 Million
7.35% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
595,658
shares
|
$28 Million
10.8% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
578,252
shares
|
$27.1 Million
3.93% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
566,008
shares
|
$26.6 Million
2.26% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
564,486
shares
|
$26.5 Million
0.04% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
557,342
shares
|
$26.2 Million
6.53% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
556,879
shares
|
$26.1 Million
3.39% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
554,683
shares
|
$26 Million
1.25% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
551,196
shares
|
$25.9 Million
7.51% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
550,029
shares
|
$25.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
537,237
shares
|
$25.2 Million
5.11% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
518,013
shares
|
$24.3 Million
2.34% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
509,890
shares
|
$23.9 Million
1.81% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
509,890
shares
|
$23.9 Million
0.21% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
505,139
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2025
Added 267.14%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
497,940
shares
|
$23.4 Million
2.56% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
471,361
shares
|
$22.1 Million
0.02% of portfolio
|
Q2 2025
Added 15.01%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
461,416
shares
|
$21.7 Million
11.41% of portfolio
|
Q2 2025
Added 12.86%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
459,044
shares
|
$21.5 Million
5.19% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
458,854
shares
|
$21.5 Million
1.84% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
451,295
shares
|
$21.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
450,827
shares
|
$21.2 Million
4.96% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
450,827
shares
|
$21.2 Million
4.96% of portfolio
|
Q2 2025
Added 8.08%
|