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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
74,574
shares
|
$3.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
74,167
shares
|
$3.48 Million
0.0% of portfolio
|
Q2 2025
Added 146.34%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
71,642
shares
|
$3.36 Million
0.55% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
71,523
shares
|
$3.36 Million
0.09% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
71,247
shares
|
$3.34 Million
0.1% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
70,926
shares
|
$3.33 Million
0.26% of portfolio
|
Q2 2025
Added 369.83%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
70,800
shares
|
$3.32 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
65,254
shares
|
$3.06 Million
0.18% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
63,347
shares
|
$2.97 Million
2.12% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
62,671
shares
|
$2.94 Million
0.21% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
58,497
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
58,383
shares
|
$2.74 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
56,841
shares
|
$2.67 Million
1.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
55,032
shares
|
$2.58 Million
0.18% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
54,206
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
54,203
shares
|
$2.54 Million
1.77% of portfolio
|
Q2 2025
Added 180.5%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
54,162
shares
|
$2.54 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
53,249
shares
|
$2.5 Million
0.43% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
51,430
shares
|
$2.41 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
50,972
shares
|
$2.39 Million
0.71% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
49,922
shares
|
$2.34 Million
0.51% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
49,188
shares
|
$2.31 Million
0.75% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
49,017
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2025
Added 65.5%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
48,925
shares
|
$2.3 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
46,989
shares
|
$2.21 Million
1.84% of portfolio
|
Q2 2025
Added 1611.8%
|