Home › JCPB

Who holds JCPB

J P MORGAN EXCHANGE TRADED F · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
Betterment LLC28.4M$1.3B2.3%
HB Wealth Management, LLC15.6M$730.9M4.1%
MORGAN STANLEY12.5M$588.0M0.0%
RAYMOND JAMES FINANCIAL INC8.8M$414.7M0.1%
FACTORY MUTUAL INSURANCE CO8.0M$374.7M3.5%
JPMORGAN CHASE & CO7.6M$356.9M0.0%
OpenArc Corporate Advisory, LLC5.4M$254.2M3.0%
Mariner, LLC5.4M$253.5M0.3%
BANK OF AMERICA CORP /DE/5.3M$248.4M0.0%
Dynasty Wealth Management, LLC5.0M$235.6M1.8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.7M$222.0M0.1%
Modern Wealth Management, LLC4.3M$201.9M2.4%
Legacy Wealth Management, LLC4.1M$190.5M10.0%
Janney Montgomery Scott LLC3.8M$176.8M0.3%
Cetera Investment Advisers3.5M$164.2M0.1%
LPL Financial LLC3.3M$156.5M0.0%
Valeo Financial Advisors, LLC3.1M$138.1M2.9%
Moss Adams Wealth Advisors LLC2.9M$136.3M8.5%
ENVESTNET ASSET MANAGEMENT INC2.9M$135.1M0.0%
Summit Financial Strategies, Inc.2.8M$131.5M9.2%
OSAIC HOLDINGS, INC.2.6M$122.7M0.1%
Vestmark Advisory Solutions, Inc.2.5M$115.2M1.1%
Confluence Wealth Services, Inc.2.4M$111.1M3.2%
WELLS FARGO & COMPANY/MN2.3M$109.9M0.0%
First Pacific Financial2.1M$97.3M11.6%
McAdam, LLC2.0M$92.7M3.6%
CGN Advisors LLC1.9M$90.9M6.6%
Savant Capital, LLC1.9M$90.4M0.3%
Grant Street Asset Management, Inc.1.8M$85.3M14.0%
First Washington CORP1.7M$81.6M19.9%
Avantax Planning Partners, Inc.1.7M$81.0M2.0%
Bogart Wealth, LLC1.7M$80.5M2.8%
Capital Analysts, LLC1.7M$78.0M1.8%
D.B. Root & Company, LLC1.6M$76.9M16.3%
Hughes Financial Services, LLC1.6M$76.1M10.1%
CAPTRUST FINANCIAL ADVISORS1.6M$73.6M0.1%
Allen Capital Group, LLC1.5M$72.0M5.9%
COMMONWEALTH EQUITY SERVICES, LLC1.5M$69.6M0.1%
DAYMARK WEALTH PARTNERS, LLC1.5M$69.0M1.7%
MML INVESTORS SERVICES, LLC1.4M$64.7M0.1%
KINTRA WEALTH, LLC1.4M$64.1M3.4%
Corient Private Wealth LP1.3M$63.1M0.1%
SENTINEL PENSION ADVISORS, LLC1.3M$62.1M8.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.3M$61.8M0.1%
Wiser Wealth Management, Inc1.3M$61.7M11.8%
Bluespring Wealth Management, LLC1.3M$61.4M1.2%
Bouchey Financial Group, Ltd.1.3M$59.2M3.8%
JONES FINANCIAL COMPANIES LLLP1.2M$56.5M0.0%
PNC FINANCIAL SERVICES GROUP, INC.1.2M$55.3M0.0%
MLG Wealth Management DBA Pine Grove Financial Group1.1M$53.6M5.4%
Harbor Group, Inc.1.1M$51.4M6.0%
PRUDENT INVESTORS NETWORK, INC.1.1M$50.7M9.8%
TRUIST FINANCIAL CORP977.8K$45.9M0.1%
Berger Financial Group, Inc934.2K$43.8M2.2%
STIFEL FINANCIAL CORP885.7K$41.6M0.0%
ALPS ADVISORS INC876.3K$41.1M0.2%
Joseph Group Capital Management862.1K$40.5M8.5%
VOISARD ASSET MANAGEMENT GROUP, INC.861.3K$40.4M7.6%
Johnson Financial Group, Inc.858.6K$40.3M1.3%
Aspen Wealth Management LLC852.4K$40.0M6.8%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}