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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
46,989
shares
|
$2.21 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
|
$2.2 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
46,275
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
46,123
shares
|
$2.16 Million
0.34% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
45,520
shares
|
$2.14 Million
0.8% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
45,205
shares
|
$2.12 Million
1.01% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
43,788
shares
|
$2.05 Million
1.68% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
43,706
shares
|
$2.05 Million
0.16% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
43,178
shares
|
$2.03 Million
1.5% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
43,156
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Added 836.14%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
42,806
shares
|
$2.01 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
42,458
shares
|
$1.99 Million
0.88% of portfolio
|
Q4 2022
Reduced 28.84%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
41,859
shares
|
$1.96 Million
1.03% of portfolio
|
Q2 2025
Added 161.34%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
41,380
shares
|
$1.94 Million
0.32% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
41,136
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
38,670
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
37,565
shares
|
$1.76 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.49%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
36,806
shares
|
$1.73 Million
0.27% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
36,301
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Added 29.21%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
35,470
shares
|
$1.66 Million
0.25% of portfolio
|
Q2 2025
Added 24.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,304
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,963
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 73.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34,315
shares
|
$1.61 Million
0.1% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
34,185
shares
|
$1.6 Million
0.94% of portfolio
|
Q2 2025
Reduced 58.45%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
33,776
shares
|
$1.59 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.29%
|