J.P. Morgan Exchange-Traded Fund Trust - JCPB

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$8.732B

QoQ value delta ($000)

+$2.11B (+31.86%)

Implied price effect (QoQ)

+7.67%

Total shares

170,813,089

QoQ shares delta

+31,343,436 (+22.47%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
McCarthy & Cox	651,138	13,752	7.89%
HB Wealth Management, LLC	586,193	12,380,010	3.79%
MORGAN STANLEY	304,131	6,423,061	0.02%
BANK OF AMERICA CORP /DE/	279,937	5,912,091	0.02%
FACTORY MUTUAL INSURANCE CO	276,822	5,846,314	2.81%
RAYMOND JAMES FINANCIAL INC	225,730	4,767,284	0.07%
JPMORGAN CHASE & CO	212,173	4,480,965	0.01%
OpenArc Corporate Advisory, LLC	200,929	4,243,489	3.32%
Legacy Wealth Management, Inc	176,603	3,729,750	10.18%
Dynasty Wealth Management, LLC	176,370	3,724,827	1.73%
Mariner, LLC	172,020	3,632,956	0.2%
HighTower Advisors, LLC	140,370	2,964,524	0.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	134,273	2,835,771	0.08%
Janney Montgomery Scott LLC	132,559	2,799,557	0.3%
Alpine Bank Wealth Management	125,124	2,642,548	17.7%
Moss Adams Wealth Advisors LLC	121,848	2,566,057	8.83%
Valeo Financial Advisors, LLC	116,331	2,628,308	2.58%
Summit Financial Strategies, Inc.	116,029	2,450,460	9.54%
WELLS FARGO & COMPANY/MN	115,988	2,449,602	0.02%
OSAIC HOLDINGS, INC.	106,594	2,251,056	0.16%
ENVESTNET ASSET MANAGEMENT INC	105,650	2,231,270	0.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	101,380	2,137,936	0.14%
Vestmark Advisory Solutions, Inc.	97,694	2,063,242	1.32%
First Pacific Financial	91,156	1,925,157	11.9%
Cetera Investment Advisers	89,307	1,886,115	0.1%