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 |
|---|---|---|---|---|---|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
199,323
shares
|
$9.54 Million
1.11% of portfolio
|
Q3 2025
Added 15.1%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
197,000
shares
|
$9.43 Million
6.14% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
195,636
shares
|
$9.37 Million
0.2% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
195,174
shares
|
$9.34 Million
0.07% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
195,117
shares
|
$9.34 Million
6.62% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
191,512
shares
|
$9.17 Million
5.24% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
191,243
shares
|
$9.15 Million
2.05% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
188,501
shares
|
$9.02 Million
5.22% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
188,040
shares
|
$9 Million
8.59% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Greenbush Financial Group, LLC
Albany, NY |
Oct 21, 2025 Q3 2025 |
181,910
shares
|
$8.71 Million
3.32% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
181,711
shares
|
$8.7 Million
8.1% of portfolio
|
Q4 2022
Added 12.26%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
178,474
shares
|
$8.54 Million
1.38% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
175,329
shares
|
$8.39 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
172,109
shares
|
$8.24 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
171,235
shares
|
$8.2 Million
6.59% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
170,299
shares
|
$8.15 Million
1.74% of portfolio
|
Q3 2023
Added 188.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
169,874
shares
|
$8.13 Million
0.0% of portfolio
|
Q2 2025
Added 35.25%
|
|
|
Landmark Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
168,936
shares
|
$8.09 Million
3.73% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
168,603
shares
|
$8.07 Million
0.58% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
160,980
shares
|
$7.71 Million
0.85% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
160,090
shares
|
$7.66 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
158,439
shares
|
$7.58 Million
3.28% of portfolio
|
Q3 2025
Added 26.82%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
153,696
shares
|
$7.36 Million
0.07% of portfolio
|
Q2 2025
Added 155.16%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
148,719
shares
|
$7.12 Million
0.13% of portfolio
|
Q3 2025
Added 203.4%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
147,446
shares
|
$7.06 Million
4.17% of portfolio
|
Q2 2024
Added 10.79%
|