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 $6.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
124,930
shares
|
$5.86 Million
2.79% of portfolio
|
Q2 2025
Added 40.26%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
124,244
shares
|
$5.83 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
124,111
shares
|
$5.82 Million
6.67% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
112,309
shares
|
$5.27 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 Million
0.28% of portfolio
|
Q2 2025
Reduced 44.85%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
101,051
shares
|
$4.74 Million
9.74% of portfolio
|
Q2 2025
Added 980.64%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
100,768
shares
|
$4.73 Million
2.76% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
98,963
shares
|
$4.64 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
96,712
shares
|
$4.54 Million
0.27% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
93,189
shares
|
$4.37 Million
0.33% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
90,485
shares
|
$4.25 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
89,561
shares
|
$4.2 Million
0.02% of portfolio
|
Q2 2025
Added 590.05%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
87,369
shares
|
$4.1 Million
1.36% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
87,289
shares
|
$4.1 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
87,226
shares
|
$4.09 Million
0.25% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
84,519
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
83,143
shares
|
$3.9 Million
2.39% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
80,983
shares
|
$3.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 42.87%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
79,912
shares
|
$3.75 Million
1.15% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
79,184
shares
|
$3.72 Million
0.26% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
78,985
shares
|
$3.71 Million
1.54% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
76,978
shares
|
$3.61 Million
0.69% of portfolio
|
Q2 2025
Added 26.14%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,818
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
75,781
shares
|
$3.56 Million
9.49% of portfolio
|
Q2 2025
Reduced 81.69%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
75,040
shares
|
$3.52 Million
0.92% of portfolio
|
Q2 2025
Added 2.08%
|