JCPI institutional holders

J P MORGAN EXCHANGE TRADED F · 13F, 2026Q2

Managers holding56
Shares held13,563,001
Reported value$651.6m
Quarter flows6 new, 29 added, 12 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
JPMORGAN CHASE & CO10,927,719$525.5m0.0%
MAI Capital Management285,828$13.7m0.1%
OXFORD FINANCIAL GROUP, LTD. LLC252,682$12.1m0.6%
FULTON BREAKEFIELD BROENNIMAN LLC238,292$11.4m0.7%
LPL Financial LLC170,578$8.2m0.0%
AE Wealth Management LLC133,089$6.4m0.0%
Private Advisor Group, LLC118,963$5.7m0.0%
UBS Group AG113,661$5.4m0.0%
Integrated Wealth Concepts LLC109,800$5.3m0.0%
RAYMOND JAMES FINANCIAL INC93,958$4.5m0.0%
JANE STREET GROUP, LLC90,809$4.3m0.0%
Systelligence, LLC78,600$3.8m0.6%
Cambridge Investment Research Advisors, Inc.70,512$3.4m0.0%
Ocean Park Asset Management, LLC66,500$3.2m0.2%
Balanced Rock Investment Advisors LLC59,890$2.9m1.8%
ENVESTNET ASSET MANAGEMENT INC55,534$2.7m0.0%
KESTRA PRIVATE WEALTH SERVICES, LLC55,476$2.7m0.0%
Capital Analysts, LLC53,065$2.5m0.1%
JONES FINANCIAL COMPANIES LLLP47,778$2.3m0.0%
MML INVESTORS SERVICES, LLC45,053$2.2m0.0%
OSAIC HOLDINGS, INC.42,809$2.0m0.0%
Clear Creek Financial Management, LLC42,119$2.0m0.1%
&PARTNERS41,459$2.0m0.0%
STIFEL FINANCIAL CORP39,875$1.9m0.0%
Urban Wealth Management, LLC39,348$1.9m1.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JCPI"). JCPI price history · All 13F data

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