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 44 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $582 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
|
$495 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
291,873
shares
|
$14.2 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
128,575
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
112,120
shares
|
$5.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
105,127
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2025
Added 176.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
86,660
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
79,115
shares
|
$3.84 Million
0.01% of portfolio
|
Q2 2025
Added 2680.84%
|
|
|
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
|
Aug 07, 2025 Q2 2025 |
53,101
shares
|
$2.57 Million
0.04% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
51,222
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
Added 17872.63%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
43,666
shares
|
$2.12 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
35,860
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
29,231
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,173
shares
|
$1.08 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 |
Aug 13, 2025 Q2 2025 |
18,465
shares
|
$895,367
0.03% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,150
shares
|
$783,113
0.01% of portfolio
|
Q3 2025
Added 141.95%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
14,756
shares
|
$715,518
0.0% of portfolio
|
Q3 2025
Added 25.92%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
14,005
shares
|
$679,102
0.01% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
13,169
shares
|
$638,564
0.19% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,860
shares
|
$526,601
0.01% of portfolio
|
Q3 2025
New holding
|