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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
80,556
shares
|
$3.86 Million
0.69% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
79,912
shares
|
$3.83 Million
1.15% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
79,184
shares
|
$3.79 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
|
$3.78 Million
1.54% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
77,952
shares
|
$3.73 Million
0.9% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,818
shares
|
$3.68 Million
0.02% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
76,695
shares
|
$3.67 Million
0.26% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
76,663
shares
|
$3.67 Million
4.24% of portfolio
|
Q3 2025
Reduced 38.23%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
74,987
shares
|
$3.59 Million
8.13% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
74,574
shares
|
$3.57 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
74,167
shares
|
$3.55 Million
0.03% of portfolio
|
Q2 2025
Added 146.34%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
71,440
shares
|
$3.42 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
71,247
shares
|
$3.41 Million
0.1% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
70,800
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
69,735
shares
|
$3.34 Million
1.89% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
65,254
shares
|
$3.12 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
|
$3.03 Million
2.12% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
62,671
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
58,497
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
58,383
shares
|
$2.79 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
|
$2.72 Million
1.07% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
55,842
shares
|
$2.67 Million
0.1% of portfolio
|
Q3 2025
Added 320.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
55,032
shares
|
$2.63 Million
0.18% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
54,267
shares
|
$2.6 Million
1.11% of portfolio
|
Q3 2025
Added 0.19%
|