# J P MORGAN EXCHANGE TRADED F (JCPB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JCPB/

- Reporting holders: 27
- Reported value: $335.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $140.1M | 3,303,877 | 3.0% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $37.0M | 827,192 | 1.0% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $34.6M | 775,705 | 0.4% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $32.7M | 729,302 | 0.2% | 15 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $22.2M | 495,070 | 2.6% | 18 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $15.3M | 340,989 | 6.0% | 12 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $13.7M | 305,986 | 9.5% | 2 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $13.4M | 298,268 | 3.9% | 12 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $4.4M | 98,914 | 2.9% | 4 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $3.7M | 81,919 | 1.0% | 24 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $3.3M | 72,661 | 0.4% | 18 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $2.9M | 64,259 | 0.1% | 25 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $2.3M | 51,756 | 0.9% | 7 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $1.7M | 36,928 | 0.3% | 14 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.2M | 27,138 | 0.2% | 2 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $1.2M | 26,640 | 0.1% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $912.6K | 20,378 | 0.0% | 1 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $898.0K | 20,053 | 0.4% | 14 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $711.0K | 15,927 | 0.1% | 1 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $675.9K | 15,094 | 0.4% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $669.0K | 14,939 | 0.0% | 6 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $596.6K | 13,323 | 0.1% | 7 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $437.6K | 9,772 | 0.3% | 8 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $217.0K | 4,846 | 0.1% | 1 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $206.0K | 4,600 | 0.1% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $335.0M |
| Q2 2026 | 508 | $12.3B |
| Q1 2026 | 477 | $9.5B |
| Q4 2025 | 440 | $8.2B |
| Q3 2025 | 388 | $6.9B |
| Q2 2025 | 370 | $5.9B |
| Q1 2025 | 348 | $5.2B |
| Q4 2024 | 326 | $4.0B |
| Q3 2024 | 291 | $3.6B |
| Q2 2024 | 260 | $2.9B |
| Q1 2024 | 233 | $2.7B |
| Q4 2023 | 212 | $2.3B |