J P MORGAN EXCHANGE TRADED F (JCPB)
Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.
27
Reporting holders
$335.0M
Reported value
0.0%
Calls
0.0%
Puts
-481
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | $140.1M | 3,303,877 | 2.95% | 9q | +5.7%+$7.5M |
| Avidian Wealth Enterprises, LLC | $37.0M | 827,192 | 1.03% | 7q | +2.7%+$961.6K |
| Apella Capital, LLC | $34.6M | 775,705 | 0.44% | 6q | +12.0%+$3.7M |
| Farther Finance Advisors, LLC | $32.7M | 729,302 | 0.23% | 15q | +223.0%+$22.5M |
| Peterson Wealth Advisors, LLC | $22.2M | 495,070 | 2.57% | 18q | +5.6%+$1.2M |
| Sprinkle Financial Consultants LLC | $15.3M | 340,989 | 5.96% | 12q | +33.5%+$3.8M |
| LAWOOD & CO | $13.7M | 305,986 | 9.48% | 2q | +4.5%+$596.0K |
| ACIMA PRIVATE WEALTH, LLC | $13.4M | 298,268 | 3.88% | 12q | +2.3%+$297.3K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $4.4M | 98,914 | 2.90% | 4q | +16.5%+$625.8K |
| Capital Planning LLC | $3.7M | 81,919 | 0.98% | 24q | HELD |
| Capital Advisors Wealth Management, LLC | $3.3M | 72,661 | 0.37% | 18q | +16.6%+$464.1K |
| MassMutual Private Wealth & Trust, FSB | $2.9M | 64,259 | 0.08% | 25q | -13.1%-$433.8K |
| BOYUM WEALTH ARCHITECTS LLC | $2.3M | 51,756 | 0.94% | 7q | -19.0%-$541.2K |
| Rosenberg Matthew Hamilton | $1.7M | 36,928 | 0.30% | 14q | -4.9%-$85.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.2M | 27,138 | 0.24% | 2q | +212.7%+$826.7K |
| Trust Co | $1.2M | 26,640 | 0.10% | 4q | +62.2%+$457.2K |
| Venture Visionary Partners LLC | $912.6K | 20,378 | 0.02% | new | NEW |
| First Citizens Financial Corp | $898.0K | 20,053 | 0.38% | 14q | -7.0%-$67.5K |
| Friday Financial | $711.0K | 15,927 | 0.14% | new | NEW |
| Emergent Wealth Advisors, LLC | $675.9K | 15,094 | 0.35% | 4q | +2.1%+$13.6K |
| First Heartland Consultants, Inc. | $669.0K | 14,939 | 0.04% | 6q | +3.7%+$24.0K |
| CHAPIN DAVIS, INC. | $596.6K | 13,323 | 0.11% | 7q | -2.2%-$13.4K |
| Elm3 Financial Group, LLC | $437.6K | 9,772 | 0.29% | 8q | +8.8%+$35.6K |
| Adelphi Trust Co | $217.0K | 4,846 | 0.14% | new | NEW |
| M.E. ALLISON & CO., INC. | $206.0K | 4,600 | 0.12% | 8q | -8.5%-$19.0K |
| GK Wealth Management LLC | $112.0K | 2,500 | 0.06% | new | NEW |
| TOMPKINS FINANCIAL CORP | $15.9K | 355 | 0.00% | 7q | HELD |
| CX Institutional | $107 | 2,388 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $335.0M | 7,658,391 | 4 | 15 | 6 | 0.0% |
| Q2 2026 | 508 | $12.3B | 261,712,112 | 61 | 306 | 91 | 0.0% |
| Q1 2026 | 477 | $9.5B | 201,461,167 | 63 | 288 | 78 | 0.0% |
| Q4 2025 | 440 | $8.2B | 172,461,908 | 39 | 256 | 64 | 0.0% |
| Q3 2025 | 388 | $6.9B | 145,481,814 | 46 | 237 | 71 | 0.0% |
| Q2 2025 | 370 | $5.9B | 126,431,418 | 42 | 210 | 80 | 0.0% |
| Q1 2025 | 348 | $5.2B | 110,447,253 | 49 | 193 | 76 | 0.0% |
| Q4 2024 | 326 | $4.0B | 87,846,909 | 38 | 172 | 69 | 0.0% |
| Q3 2024 | 291 | $3.6B | 74,973,470 | 47 | 178 | 40 | 0.0% |
| Q2 2024 | 260 | $2.9B | 62,306,588 | 36 | 148 | 52 | 0.0% |
| Q1 2024 | 233 | $2.7B | 58,326,463 | 38 | 129 | 47 | 0.0% |
| Q4 2023 | 212 | $2.3B | 47,949,259 | 47 | 96 | 40 | 0.0% |
| Q3 2023 | 158 | $1.2B | 25,997,665 | 29 | 79 | 35 | 0.0% |
| Q2 2023 | 143 | $892.8M | 19,167,118 | 36 | 65 | 27 | 0.0% |
| Q1 2023 | 113 | $707.2M | 14,913,400 | 31 | 51 | 20 | 0.0% |
| Q4 2022 | 93 | $496.5M | 10,800,947 | 30 | 31 | 22 | 0.0% |
| Q3 2022 | 70 | $347.3M | 7,559,694 | 14 | 31 | 16 | 0.0% |
| Q2 2022 | 62 | $289.1M | 6,008,681 | 22 | 20 | 17 | 0.0% |
| Q1 2022 | 47 | $235.0M | 4,600,868 | 12 | 18 | 9 | 0.0% |
| Q4 2021 | 38 | $177.2M | 3,264,550 | 6 | 17 | 5 | 0.0% |
| Q3 2021 | 33 | $119.6M | 2,194,544 | 4 | 11 | 10 | 0.0% |
| Q2 2021 | 33 | $180.7M | 3,299,739 | 5 | 15 | 6 | 0.0% |
| Q1 2021 | 30 | $104.9M | 1,946,531 | 6 | 16 | 3 | 0.0% |
| Q4 2020 | 26 | $90.1M | 1,616,848 | 10 | 9 | 3 | 0.0% |
| Q3 2020 | 18 | $73.4M | 1,315,950 | 6 | 8 | 1 | 0.0% |
| Q2 2020 | 13 | $50.4M | 913,859 | 3 | 4 | 1 | 0.0% |
| Q1 2020 | 12 | $45.8M | 846,234 | 5 | 2 | 2 | 0.0% |
| Q4 2019 | 6 | $30.3M | 576,134 | 1 | 3 | 0 | 0.0% |
| Q3 2019 | 5 | $30.0M | 561,516 | 4 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $30.7M | 587,209 | 1 | 0 | 1 | 0.0% |
| Q1 2019 | 3 | $30.5M | 594,764 | 3 | 0 | 0 | 0.0% |