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 49 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
11,031,673
shares
|
$535 Million
0.04% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
280,326
shares
|
$13.6 Million
0.78% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
253,242
shares
|
$12.3 Million
0.08% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
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
|
Nov 13, 2025 Q3 2025 |
133,225
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
132,270
shares
|
$6.42 Million
0.0% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
119,493
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
61,374
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.42%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
58,548
shares
|
$2.84 Million
0.56% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
54,616
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
51,222
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2025
Added 17872.63%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
48,707
shares
|
$2.36 Million
1.74% of portfolio
|
Q3 2025
Added 11.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
37,487
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
35,870
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
32,082
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,834
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 241.46%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
30,447
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2025
Added 237.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
30,349
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
25,832
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 70.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
23,585
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 6.37%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
21,772
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
20,514
shares
|
$995,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
18,824
shares
|
$913,340
0.03% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,150
shares
|
$783,598
0.01% of portfolio
|
Q3 2025
Added 141.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,093
shares
|
$780,832
0.01% of portfolio
|
Q3 2025
Added 287.6%
|
|