JCPB — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Name: Who Owns JCPB? 29 Institutions Hold $335M (Q3 2026)
Creator: ko.io

Who owns J P Morgan Exchange Traded F (JCPB)? 29 institutions reported holding $335.06M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($140.1M), Avidian Wealth Enterprises, LLC ($37.0M), Apella Capital, LLC ($34.6M).

Rank	Institution	Value	Shares	Change
1	Valeo Financial Advisors, LLC	$140.1M	3.3M	Added
2	Avidian Wealth Enterprises, LLC	$37.0M	827,192	Added
3	Apella Capital, LLC	$34.6M	775,705	Added
4	Farther Finance Advisors, LLC	$32.7M	729,302	Added
5	Peterson Wealth Advisors, LLC	$22.2M	495,070	Added
6	Sprinkle Financial Consultants LLC	$15.3M	340,989	Added
7	LAWOOD & CO	$13.7M	305,986	Added
8	ACIMA PRIVATE WEALTH, LLC	$13.4M	298,268	Added
9	STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC	$4.4M	98,914	Added
10	Capital Planning LLC	$3.7M	81,919	Added
11	Capital Advisors Wealth Management, LLC	$3.3M	72,661	Added
12	MassMutual Private Wealth & Trust, FSB	$2.9M	64,259	Trimmed
13	BOYUM WEALTH ARCHITECTS LLC	$2.3M	51,756	Trimmed
14	Rosenberg Matthew Hamilton	$1.7M	36,928	Trimmed
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$1.2M	27,138	Added
16	Trust Co	$1.2M	26,640	Added
17	Venture Visionary Partners LLC	$912,567	20,378	New
18	First Citizens Financial Corp	$897,973	20,053	Trimmed
19	Friday Financial	$710,981	15,927	New
20	Emergent Wealth Advisors, LLC	$675,909	15,094	Added
21	First Heartland Consultants, Inc.	$668,966	14,939	Added
22	CHAPIN DAVIS, INC.	$596,604	13,323	Trimmed
23	Elm3 Financial Group, LLC	$437,601	9,772	Added
24	Adelphi Trust Co	$217,004	4,846	New
25	M.E. ALLISON & CO., INC.	$205,988	4,600	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30