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 |
|---|---|---|---|---|---|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
301,687
shares
|
$14.2 Million
7.12% of portfolio
|
Q2 2025
Added 18.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
299,748
shares
|
$14.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
299,205
shares
|
$14 Million
10.42% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
295,890
shares
|
$13.9 Million
0.18% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
295,250
shares
|
$13.9 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
287,290
shares
|
$13.5 Million
1.08% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
280,032
shares
|
$13.1 Million
0.85% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
271,166
shares
|
$12.7 Million
4.24% of portfolio
|
Q2 2025
Added 461.19%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
266,810
shares
|
$12.5 Million
8.33% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
255,602
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
254,000
shares
|
$11.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 34.99%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
252,579
shares
|
$11.9 Million
0.16% of portfolio
|
Q2 2025
Added 83.26%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
241,729
shares
|
$11.3 Million
4.69% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
240,128
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
Added 36.07%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
230,309
shares
|
$10.8 Million
0.08% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
229,056
shares
|
$10.7 Million
0.03% of portfolio
|
Q2 2025
Added 73.0%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Aug 07, 2025 Q2 2025 |
225,039
shares
|
$10.6 Million
2.84% of portfolio
|
Q2 2025
Reduced 72.98%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
224,499
shares
|
$10.5 Million
2.85% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
220,014
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
218,789
shares
|
$10.3 Million
5.16% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
213,055
shares
|
$10 Million
2.08% of portfolio
|
Q2 2024
Added 303.19%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
208,007
shares
|
$9.76 Million
3.34% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
195,174
shares
|
$9.16 Million
0.07% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
195,117
shares
|
$9.16 Million
6.62% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
194,100
shares
|
$9.11 Million
6.44% of portfolio
|
Q2 2025
Reduced 19.39%
|