Institutional Ownership Jp Morgan Exchange Traded Fd T (JCPI)
This table provides information about the institutional ownership of Jp Morgan Exchange Traded Fd T (JCPI). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,201,451
shares
|
$494 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
322,520
shares
|
$15.6 Million
1.09% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
241,579
shares
|
$11.7 Million
0.09% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
224,635
shares
|
$10.9 Million
2.77% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
125,022
shares
|
$6.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
112,389
shares
|
$5.44 Million
0.0% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
77,740
shares
|
$3.76 Million
0.01% of portfolio
|
Q1 2025
Added 25.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
75,420
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 95.99%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
57,180
shares
|
$2.77 Million
0.6% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
53,101
shares
|
$2.57 Million
0.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
52,976
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 53.34%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
43,963
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
38,041
shares
|
$1.84 Million
0.0% of portfolio
|
Q1 2025
Added 115.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
33,579
shares
|
$1.63 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,110
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
30,464
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,173
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
21,879
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
16,962
shares
|
$821,130
0.03% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
13,866
shares
|
$671,253
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
13,161
shares
|
$637,124
0.21% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9,099
shares
|
$440,482
0.12% of portfolio
|
Q1 2023
Reduced 11.24%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,030
shares
|
$437,142
0.0% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
8,210
shares
|
$397,446
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,779
shares
|
$376,581
0.01% of portfolio
|
Q2 2025
New holding
|