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 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $619 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9,099
shares
|
$441,210
0.12% of portfolio
|
Q1 2023
Reduced 11.24%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,013
shares
|
$437,040
0.0% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,779
shares
|
$377,203
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,150
shares
|
$298,213
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,999
shares
|
$290,891
0.02% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,220
shares
|
$253,117
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,815
shares
|
$233,479
0.2% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
Jul 17, 2025 Q2 2025 |
4,763
shares
|
$230,957
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,231
shares
|
$205,161
0.16% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
4,152
shares
|
$201,330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,366
shares
|
$114,727
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
527
shares
|
$25,554
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
174
shares
|
$8,437
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
79
shares
|
$3,830
0.0% of portfolio
|
Q1 2023
Reduced 64.09%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
66
shares
|
$3,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
50
shares
|
$2,424
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
42
shares
|
$2,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
37
shares
|
$1,794
0.0% of portfolio
|
Q1 2024
Reduced 57.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|