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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
54,203
shares
|
$2.59 Million
1.77% of portfolio
|
Q2 2025
Added 180.5%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
53,249
shares
|
$2.55 Million
0.43% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
52,003
shares
|
$2.49 Million
0.66% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
51,283
shares
|
$2.45 Million
0.99% of portfolio
|
Q3 2025
Added 436.6%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
50,687
shares
|
$2.43 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
49,922
shares
|
$2.39 Million
0.51% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
49,188
shares
|
$2.35 Million
0.75% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
48,925
shares
|
$2.34 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
47,567
shares
|
$2.28 Million
1.61% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
47,500
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
46,989
shares
|
$2.25 Million
1.84% of portfolio
|
Q2 2025
Added 1611.8%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
46,989
shares
|
$2.25 Million
1.84% of portfolio
|
Q2 2025
Reduced 31.12%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
46,840
shares
|
$2.24 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
46,123
shares
|
$2.21 Million
0.34% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
44,393
shares
|
$2.13 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
44,226
shares
|
$2.12 Million
0.19% of portfolio
|
Q3 2025
Added 31.13%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
43,854
shares
|
$2.1 Million
1.28% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
43,351
shares
|
$2.08 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
43,156
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 836.14%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
42,806
shares
|
$2.05 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$2.03 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
42,018
shares
|
$2.01 Million
0.97% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
41,136
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
40,574
shares
|
$1.94 Million
0.65% of portfolio
|
Q3 2025
Added 37.84%
|