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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
143,965
shares
|
$6.89 Million
0.07% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
143,724
shares
|
$6.88 Million
0.79% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
143,278
shares
|
$6.86 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
135,248
shares
|
$6.47 Million
0.09% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
133,724
shares
|
$6.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
124,244
shares
|
$5.95 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
112,309
shares
|
$5.38 Million
1.64% of portfolio
|
Q2 2025
Reduced 47.1%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
106,546
shares
|
$5.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
103,046
shares
|
$4.93 Million
2.62% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
102,496
shares
|
$4.91 Million
2.72% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
101,051
shares
|
$4.84 Million
9.74% of portfolio
|
Q2 2025
Added 980.64%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
99,637
shares
|
$4.77 Million
0.26% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
98,963
shares
|
$4.74 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
95,810
shares
|
$4.59 Million
0.31% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
92,337
shares
|
$4.42 Million
1.34% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
91,001
shares
|
$4.36 Million
0.58% of portfolio
|
Q3 2025
Added 156.56%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
90,485
shares
|
$4.33 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
89,561
shares
|
$4.29 Million
0.02% of portfolio
|
Q2 2025
Added 590.05%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
87,289
shares
|
$4.18 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
87,226
shares
|
$4.18 Million
0.25% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
86,782
shares
|
$4.15 Million
0.09% of portfolio
|
Q3 2025
Added 172.28%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
85,941
shares
|
$4.11 Million
0.52% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84,519
shares
|
$4.05 Million
0.01% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
80,983
shares
|
$3.88 Million
0.09% of portfolio
|
Q2 2025
Reduced 42.87%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
80,939
shares
|
$3.87 Million
0.58% of portfolio
|
Q3 2025
Added 12.98%
|