JCPB — J P Morgan Exchange Traded F 机构持仓 · 2026年Q3

Name: 谁持有 JCPB？29 家机构、3.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 J P Morgan Exchange Traded F（JCPB）？2026年Q3（报告期截至 2026-09-30）共有 29 家机构在 SEC 13F 申报中报告持有，合计 3.35 亿美元。前几大持有机构：Valeo Financial Advisors, LLC（1.40 亿美元）、Avidian Wealth Enterprises, LLC（3,700.00 万美元）、Apella Capital, LLC（3,460.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30