J P MORGAN EXCHANGE TRADED F (JCPI)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
53
Reporting holders
$644.8M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $525.5M | 10,927,719 | 0.03% | 17q | +12.0%+$56.1M |
| MAI Capital Management | $13.7M | 285,828 | 0.05% | 7q | +2.8%+$371.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $12.1M | 252,682 | 0.61% | 17q | -1.9%-$236.3K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $11.4M | 238,292 | 0.67% | new | NEW |
| LPL Financial LLC | $8.2M | 170,578 | 0.00% | 17q | +12.4%+$897.5K |
| AE Wealth Management LLC | $6.4M | 133,089 | 0.03% | 7q | +19.5%+$1.0M |
| Private Advisor Group, LLC | $5.7M | 118,963 | 0.03% | 4q | +17.1%+$829.3K |
| UBS Group AG | $5.4M | 113,661 | 0.00% | 17q | -13.9%-$876.3K |
| Integrated Wealth Concepts LLC | $5.3M | 109,800 | 0.03% | 6q | +173.9%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 93,958 | 0.00% | 7q | +36.0%+$1.2M |
| JANE STREET GROUP, LLC | $4.3M | 90,809 | 0.00% | 3q | +129.5%+$2.5M |
| Systelligence, LLC | $3.8M | 78,600 | 0.63% | 2q | -20.5%-$967.8K |
| Ocean Park Asset Management, LLC | $3.2M | 66,500 | 0.15% | new | NEW |
| Balanced Rock Investment Advisors LLC | $2.9M | 59,890 | 1.79% | 5q | +12.1%+$310.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 55,534 | 0.00% | 5q | +9.5%+$230.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 55,476 | 0.03% | 14q | -4.7%-$131.2K |
| JONES FINANCIAL COMPANIES LLLP | $2.3M | 47,778 | 0.00% | 10q | +41.6%+$673.8K |
| MML INVESTORS SERVICES, LLC | $2.2M | 45,053 | 0.00% | 5q | -0.9%-$19.9K |
| OSAIC HOLDINGS, INC. | $2.0M | 42,809 | 0.00% | 17q | +73.1%+$865.6K |
| Clear Creek Financial Management, LLC | $2.0M | 42,119 | 0.13% | 7q | +39.8%+$573.5K |
| &PARTNERS | $2.0M | 41,459 | 0.01% | 5q | +2.0%+$38.8K |
| STIFEL FINANCIAL CORP | $1.9M | 39,875 | 0.00% | 4q | +27.1%+$406.7K |
| Urban Wealth Management, LLC | $1.9M | 39,348 | 1.64% | new | NEW |
| Cornerstone Planning Group LLC | $1.2M | 25,061 | 0.15% | 2q | +5.2%+$59.1K |
| Atria Investments, Inc | $1.1M | 23,419 | 0.01% | new | NEW |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.1M | 22,347 | 0.16% | 2q | +403.9%+$857.1K |
| Cetera Investment Advisers | $1.0M | 21,432 | 0.00% | 10q | -1.3%-$13.7K |
| Equitable Holdings, Inc. | $1.0M | 21,290 | 0.01% | 5q | -16.5%-$201.5K |
| HighTower Advisors, LLC | $989.6K | 20,682 | 0.00% | 7q | +365.6%+$777.1K |
| GOLDMAN SACHS GROUP INC | $875.2K | 18,291 | 0.00% | 4q | -68.1%-$1.9M |
| OPPENHEIMER & CO INC | $796.7K | 16,650 | 0.01% | 5q | +1.5%+$12.0K |
| Bill Few Associates, Inc. | $727.9K | 15,213 | 0.15% | 17q | -2.6%-$19.7K |
| CITIZENS FINANCIAL GROUP INC/RI | $690.0K | 14,420 | 0.01% | 17q | +1.3%+$9.1K |
| CIBC WORLD MARKET INC. | $660.8K | 13,810 | 0.00% | 4q | HELD |
| SAGE RHINO CAPITAL LLC | $469.8K | 9,819 | 0.08% | 15q | -21.8%-$130.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $407.0K | 8,506 | 0.00% | 6q | -2.4%-$10.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $358.7K | 7,497 | 0.02% | 8q | +19.8%+$59.3K |
| Prism Advisors, Inc. | $322.4K | 6,737 | 0.08% | 2q | +1.9%+$5.9K |
| J.W. COLE ADVISORS, INC. | $249.8K | 5,220 | 0.00% | 4q | HELD |
| Signet Private Wealth LLC | $244.7K | 5,114 | 0.20% | new | NEW |
| Prospera Financial Services Inc | $242.7K | 5,072 | 0.00% | 2q | +17.7%+$36.4K |
| Lido Advisors, LLC | $227.9K | 4,763 | 0.00% | 4q | HELD |
| Collier Financial | $149.3K | 3,120 | 0.10% | 6q | HELD |
| ROYAL BANK OF CANADA | $35.0K | 729 | 0.00% | 17q | -37.0%-$20.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24.9K | 523 | 0.00% | 3q | HELD |
| Ancora Advisors LLC | $24.6K | 515 | 0.00% | 4q | +63.5%+$9.6K |
| Hickory Point Bank & Trust | $20.7K | 432 | 0.01% | 2q | HELD |
| MORGAN STANLEY | $8.3K | 174 | 0.00% | 17q | HELD |
| Medallion Wealth Advisors, LLC | $8.3K | 174 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.4K | 70,512 | 0.00% | 2q | +161.1%+$2.1K |
| Geneos Wealth Management Inc. | $3.2K | 66 | 0.00% | 3q | HELD |
| Bank & Trust Co | $3.2K | 66 | 0.00% | 9q | HELD |
| Capital Analysts, LLC | $2.5K | 53,065 | 0.06% | 9q | +102.6%+$1.3K |
| Triumph Capital Management | $2.2K | 47 | 0.00% | 3q | +14.6% |
| Global Retirement Partners, LLC | $1.8K | 37 | 0.00% | 15q | HELD |
| FLOW TRADERS U.S. LLC | $879 | 18,378 | 0.04% | 3q | +18.7% |
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 | 53 | $644.8M | 13,421,046 | 5 | 25 | 12 | 0.0% |
| Q1 2026 | 56 | $570.8M | 11,835,748 | 10 | 22 | 14 | 0.0% |
| Q4 2025 | 49 | $623.5M | 12,938,729 | 9 | 26 | 7 | 0.0% |
| Q3 2025 | 41 | $1.2B | 23,668,631 | 10 | 21 | 4 | 0.0% |
| Q2 2025 | 35 | $595.0M | 12,331,827 | 10 | 14 | 4 | 0.0% |
| Q1 2025 | 29 | $553.6M | 11,502,911 | 3 | 13 | 6 | 0.0% |
| Q4 2024 | 30 | $540.2M | 11,543,314 | 6 | 7 | 6 | 0.0% |
| Q3 2024 | 26 | $1.1B | 22,408,680 | 5 | 8 | 9 | 0.0% |
| Q2 2024 | 24 | $1.0B | 21,684,461 | 2 | 8 | 9 | 0.0% |
| Q1 2024 | 23 | $1.1B | 22,437,371 | 2 | 8 | 8 | 0.0% |
| Q4 2023 | 24 | $610.8M | 13,130,455 | 4 | 6 | 10 | 0.0% |
| Q3 2023 | 25 | $340.7M | 7,537,896 | 2 | 8 | 10 | 0.0% |
| Q2 2023 | 25 | $357.5M | 7,741,025 | 2 | 7 | 9 | 0.0% |
| Q1 2023 | 25 | $765.7M | 16,122,999 | 4 | 9 | 9 | 0.0% |
| Q4 2022 | 28 | $53.4M | 1,163,973 | 7 | 6 | 9 | 0.0% |
| Q3 2022 | 36 | $703.2M | 15,485,970 | 13 | 9 | 11 | 0.0% |
| Q2 2022 | 26 | $794.3M | 16,448,427 | 25 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $25.0K | 491 | 1 | 0 | 0 | 0.0% |