J P MORGAN EXCHANGE TRADED F (JCPB)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
487
Reporting holders
$10.4B
Reported value
0.0%
Held as options
+28
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | $730.9M | 15,629,633 | 4.10% | 6q | +8.4%+$56.5M |
| MORGAN STANLEY | $588.0M | 12,525,713 | 0.03% | 18q | +49.8%+$195.4M |
| RAYMOND JAMES FINANCIAL INC | $414.7M | 8,833,732 | 0.11% | 7q | +31.7%+$99.9M |
| FACTORY MUTUAL INSURANCE CO | $374.7M | 7,983,314 | 3.52% | 6q | +36.6%+$100.3M |
| JPMORGAN CHASE & CO | $356.9M | 7,576,615 | 0.02% | 30q | +36.7%+$95.8M |
| OpenArc Corporate Advisory, LLC | $254.2M | 5,415,913 | 3.02% | 3q | +12.6%+$28.4M |
| Mariner, LLC | $253.5M | 5,400,464 | 0.27% | 14q | +14.2%+$31.6M |
| BANK OF AMERICA CORP /DE/ | $248.4M | 5,291,099 | 0.02% | 15q | -1.6%-$4.0M |
| Dynasty Wealth Management, LLC | $235.6M | 5,018,565 | 1.75% | 3q | +13.0%+$27.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $222.0M | 4,729,235 | 0.12% | 12q | +53.9%+$77.8M |
| Modern Wealth Management, LLC | $201.9M | 4,300,875 | 2.40% | 6q | +96.7%+$99.3M |
| Legacy Wealth Management, LLC | $190.5M | 4,057,660 | 9.97% | 17q | +4.9%+$8.9M |
| Cetera Investment Advisers | $164.2M | 3,497,566 | 0.15% | 15q | +66.8%+$65.8M |
| First Washington CORP | $163.1M | 3,474,984 | 19.70% | 4q | +124.9%+$90.6M |
| HighTower Advisors, LLC | $159.5M | 3,398,048 | 0.15% | 24q | +5.4%+$8.2M |
| LPL Financial LLC | $156.5M | 3,334,790 | 0.04% | 11q | +99.3%+$78.0M |
| Valeo Financial Advisors, LLC | $138.1M | 3,126,531 | 2.91% | 8q | +7.6%+$9.7M |
| Moss Adams Wealth Advisors LLC | $136.3M | 2,903,040 | 8.51% | 8q | +10.6%+$13.0M |
| ENVESTNET ASSET MANAGEMENT INC | $135.1M | 2,877,606 | 0.03% | 25q | +10.0%+$12.3M |
| Summit Financial Strategies, Inc. | $131.5M | 2,800,552 | 9.23% | 7q | +6.1%+$7.6M |
| Corient Private Wealth LP | $129.0M | 2,748,933 | 0.08% | 12q | +166.3%+$80.6M |
| OSAIC HOLDINGS, INC. | $122.7M | 2,614,575 | 0.14% | 26q | +17.8%+$18.6M |
| Vestmark Advisory Solutions, Inc. | $115.2M | 2,453,732 | 1.08% | 20q | +4.9%+$5.4M |
| Confluence Wealth Services, Inc. | $111.1M | 2,367,229 | 3.18% | 3q | +29.3%+$25.2M |
| WELLS FARGO & COMPANY/MN | $109.9M | 2,340,725 | 0.02% | 16q | -51.3%-$115.9M |
| First Pacific Financial | $97.3M | 2,072,548 | 11.59% | 6q | +3.3%+$3.1M |
| McAdam, LLC | $92.7M | 1,973,980 | 3.58% | 8q | +50.5%+$31.1M |
| CGN Advisors LLC | $90.9M | 1,936,795 | 6.64% | 13q | +7.5%+$6.4M |
| Savant Capital, LLC | $90.4M | 1,925,537 | 0.27% | 7q | -8.0%-$7.9M |
| Grant Street Asset Management, Inc. | $85.3M | 1,817,615 | 13.98% | 12q | +3.3%+$2.7M |
| Avantax Planning Partners, Inc. | $81.0M | 1,725,261 | 2.02% | 9q | +3.0%+$2.4M |
| Bogart Wealth, LLC | $80.5M | 1,716,003 | 2.76% | 10q | +9.3%+$6.8M |
| D.B. Root & Company, LLC | $76.9M | 1,637,457 | 16.33% | 19q | +6.3%+$4.5M |
| Hughes Financial Services, LLC | $76.1M | 1,620,206 | 10.08% | 7q | +7.5%+$5.3M |
| CAPTRUST FINANCIAL ADVISORS | $73.6M | 1,568,916 | 0.11% | 13q | +5.3%+$3.7M |
| Allen Capital Group, LLC | $72.0M | 1,534,156 | 5.86% | 6q | +4.3%+$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $69.6M | 1,483,464 | 0.09% | 19q | +8.4%+$5.4M |
| DAYMARK WEALTH PARTNERS, LLC | $69.0M | 1,470,403 | 1.68% | 15q | +96.2%+$33.8M |
| MML INVESTORS SERVICES, LLC | $64.7M | 1,377,499 | 0.13% | 14q | +72.6%+$27.2M |
| KINTRA WEALTH, LLC | $64.1M | 1,384,507 | 3.35% | 3q | +108.8%+$33.4M |
| SENTINEL PENSION ADVISORS, LLC | $62.1M | 1,333,579 | 8.15% | 9q | +5.5%+$3.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.8M | 1,328,664 | 0.10% | 8q | +11.9%+$6.6M |
| Wiser Wealth Management, Inc | $61.7M | 1,314,982 | 11.81% | 10q | +2.3%+$1.4M |
| Bluespring Wealth Management, LLC | $61.4M | 1,307,709 | 1.18% | 5q | +57.4%+$22.4M |
| Bouchey Financial Group, Ltd. | $59.2M | 1,261,080 | 3.82% | 5q | +38.2%+$16.3M |
| JONES FINANCIAL COMPANIES LLLP | $56.5M | 1,200,263 | 0.02% | 10q | +27.7%+$12.3M |
| PNC Financial Services Group, Inc. | $55.3M | 1,177,891 | 0.03% | 10q | +21.9%+$9.9M |
| Harbor Group, Inc. | $51.4M | 1,094,360 | 6.03% | 12q | +2.1%+$1.1M |
| PRUDENT INVESTORS NETWORK, INC. | $50.7M | 1,079,613 | 9.82% | new | NEW |
| TRUIST FINANCIAL CORP | $45.9M | 977,779 | 0.05% | 17q | +60.7%+$17.3M |
| Berger Financial Group, Inc | $43.8M | 934,157 | 2.24% | 10q | +6.7%+$2.8M |
| STIFEL FINANCIAL CORP | $41.6M | 885,704 | 0.03% | 24q | +13.1%+$4.8M |
| ALPS ADVISORS INC | $41.1M | 876,310 | 0.19% | 2q | +134.1%+$23.6M |
| Joseph Group Capital Management | $40.5M | 862,060 | 8.50% | 8q | +4.5%+$1.7M |
| VOISARD ASSET MANAGEMENT GROUP, INC. | $40.4M | 861,280 | 7.65% | 11q | +9.8%+$3.6M |
| Johnson Financial Group, Inc. | $40.3M | 858,571 | 1.33% | 11q | +48.8%+$13.2M |
| Aspen Wealth Management LLC | $40.0M | 852,446 | 6.80% | 16q | +11.0%+$4.0M |
| Destiny Wealth Partners, LLC | $39.9M | 864,714 | 5.63% | 17q | HELD |
| Tradition Wealth Management, LLC | $39.3M | 838,089 | 2.40% | 11q | +5.2%+$2.0M |
| Avidian Wealth Enterprises, LLC | $37.8M | 805,719 | 1.05% | 6q | +4.4%+$1.6M |
| Hartford Financial Management Inc. | $36.1M | 768,534 | 8.05% | 18q | +8.8%+$2.9M |
| Focus Partners Wealth | $34.9M | 742,996 | 0.04% | 8q | +639.4%+$30.2M |
| Continuum Advisory, LLC | $34.5M | 735,937 | 2.79% | 11q | +3.1%+$1.0M |
| Forum Private Client Group LLC | $33.6M | 714,849 | 9.99% | 11q | +5.4%+$1.7M |
| VERUS CAPITAL PARTNERS, LLC | $33.5M | 714,345 | 1.82% | 13q | +20.5%+$5.7M |
| Crusonia Wealth Advisors LLC | $33.4M | 710,974 | 5.48% | 3q | +9.1%+$2.8M |
| Apella Capital, LLC | $32.2M | 692,502 | 0.46% | 5q | +7.1%+$2.1M |
| KELLY FINANCIAL GROUP LLC | $32.2M | 686,820 | 7.16% | 7q | +5.1%+$1.6M |
| Bank of New York Mellon Corp | $31.7M | 675,324 | 0.01% | 7q | +16.9%+$4.6M |
| IMA Advisory Services, Inc. | $31.5M | 670,530 | 1.97% | 13q | +15.8%+$4.3M |
| Walkner Condon Financial Advisors LLC | $30.9M | 658,867 | 3.55% | 13q | +12.2%+$3.4M |
| 46 Peaks LLC | $30.2M | 643,426 | 18.99% | 3q | +5.3%+$1.5M |
| Ocean Park Asset Management, LLC | $29.2M | 622,400 | 1.41% | new | NEW |
| Tarbox Family Office, Inc. | $29.2M | 622,035 | 4.18% | 9q | +4.1%+$1.1M |
| Cerity Partners LLC | $29.1M | 620,739 | 0.04% | 7q | -2.7%-$795.9K |
| FAS Wealth Partners, Inc. | $29.1M | 620,441 | 1.52% | 18q | +82.7%+$13.2M |
| D.A. DAVIDSON & CO. | $29.0M | 618,038 | 0.16% | 13q | +14.4%+$3.6M |
| Aptus Capital Advisors, LLC | $29.0M | 617,587 | 0.20% | 17q | +0.5%+$146.1K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | $29.0M | 617,587 | 1.63% | 17q | +0.5%+$146.1K |
| Mach-1 Financial Group, LLC | $28.8M | 613,574 | 11.16% | 3q | -0.7%-$214.8K |
| Mascoma Wealth Management LLC | $28.2M | 600,244 | 5.22% | 11q | +6.9%+$1.8M |
| FOUNDERS FINANCIAL SECURITIES LLC | $27.7M | 589,566 | 1.42% | 10q | +16.7%+$4.0M |
| WealthPlan Investment Management, LLC | $27.3M | 581,531 | 1.36% | 5q | +42.9%+$8.2M |
| Horizon Investments, LLC | $26.7M | 572,286 | 0.29% | 8q | -42.1%-$19.4M |
| AlphaCore Capital LLC | $25.9M | 552,176 | 0.48% | 3q | -1.8%-$466.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.5M | 543,683 | 0.00% | 2q | HELD |
| Waterloo Capital, L.P. | $25.3M | 540,035 | 1.42% | 7q | +20.0%+$4.2M |
| EXCHANGE TRADED CONCEPTS, LLC | $24.9M | 531,448 | 0.06% | 7q | +87.9%+$11.7M |
| Magnus Financial Group LLC | $24.9M | 531,372 | 1.76% | 10q | +7.6%+$1.8M |
| Spire Wealth Management | $24.9M | 531,055 | 0.75% | 13q | HELD |
| Kestra Advisory Services, LLC | $23.4M | 498,974 | 0.08% | 14q | -6.4%-$1.6M |
| TD Capital Management LLC | $22.8M | 485,392 | 1.86% | 13q | +17.8%+$3.5M |
| FAGAN ASSOCIATES, INC. | $22.7M | 484,437 | 2.80% | 9q | +8.8%+$1.8M |
| Bond & Devick Financial Network, Inc. | $22.6M | 480,768 | 5.56% | 14q | +5.1%+$1.1M |
| STEPHENS INC /AR/ | $22.1M | 471,767 | 0.25% | 12q | +1.6%+$348.2K |
| Steele Capital Management, Inc. | $22.1M | 471,492 | 0.81% | 11q | -2.4%-$546.9K |
| Baird Financial Group, Inc. | $22.1M | 471,415 | 0.03% | 15q | +0.9%+$195.5K |
| Peterson Wealth Advisors, LLC | $22.0M | 468,994 | 2.60% | 17q | +4.1%+$861.2K |
| American Money Management, LLC | $21.8M | 465,390 | 3.12% | 9q | +3.0%+$646.6K |
| Blue Water Asset Management | $21.8M | 465,341 | 7.05% | 3q | +2.7%+$577.6K |
Showing the largest 100 of 503 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 487 | $10.4B | 222,489,290 | 56 | 293 | 90 | 0.0% |
| Q1 2026 | 459 | $8.9B | 187,889,210 | 62 | 276 | 78 | 0.0% |
| Q4 2025 | 421 | $7.9B | 166,336,511 | 38 | 244 | 62 | 0.0% |
| Q3 2025 | 367 | $6.6B | 138,779,300 | 42 | 227 | 68 | 0.0% |
| Q2 2025 | 349 | $5.6B | 119,883,523 | 40 | 199 | 75 | 0.0% |
| Q1 2025 | 327 | $4.9B | 103,929,473 | 47 | 182 | 68 | 0.0% |
| Q4 2024 | 301 | $3.8B | 81,427,036 | 33 | 155 | 66 | 0.0% |
| Q3 2024 | 271 | $3.3B | 69,232,894 | 45 | 163 | 37 | 0.0% |
| Q2 2024 | 239 | $2.7B | 57,427,878 | 33 | 134 | 50 | 0.0% |
| Q1 2024 | 215 | $2.6B | 54,746,752 | 36 | 116 | 44 | 0.0% |
| Q4 2023 | 193 | $2.1B | 44,923,399 | 44 | 85 | 37 | 0.0% |
| Q3 2023 | 140 | $1.1B | 23,212,030 | 27 | 70 | 29 | 0.0% |
| Q2 2023 | 125 | $793.7M | 17,039,913 | 32 | 57 | 23 | 0.0% |
| Q1 2023 | 97 | $626.3M | 13,206,726 | 24 | 45 | 19 | 0.0% |
| Q4 2022 | 76 | $375.4M | 8,169,409 | 26 | 25 | 17 | 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% |