177 institutions reported holding $1.88B of J P MORGAN EXCHANGE TRADED F (JCPI) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($896.0M), Glenview Trust Co ($104.1M), Provenance Wealth Advisors, LLC ($70.8M), WELLS FARGO & COMPANY/MN ($65.8M), LPL Financial LLC ($45.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $896.0M | 18.0M | Added |
| 2 | Glenview Trust Co | $104.1M | 2.1M | Added |
| 3 | Provenance Wealth Advisors, LLC | $70.8M | 1.4M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $65.8M | 1.3M | Added |
| 5 | LPL Financial LLC | $45.9M | 917,051 | Added |
| 6 | Pinnacle Financial Partners, Inc. | $40.3M | 810,984 | Added |
| 7 | Allegheny Financial Group | $34.7M | 697,861 | Added |
| 8 | ASSETMARK, INC | $31.3M | 630,258 | Trimmed |
| 9 | Sterling Investment Advisors, Ltd. | $27.0M | 538,079 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $26.5M | 532,317 | Added |
| 11 | Royal Bank of Canada | $22.9M | 443,295 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $22.4M | 447,916 | Trimmed |
| 13 | American Trust | $22.4M | 450,071 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $21.5M | 420,893 | Added |
| 15 | Spartan Wealth Advisory Services LLC | $20.9M | 421,490 | New |
| 16 | Cetera Investment Advisers | $19.1M | 382,261 | Trimmed |
| 17 | GROUP ONE TRADING LLC | $16.8M | 302,600 | Added |
| 18 | Coastal Bridge Advisors, LLC | $16.8M | 337,400 | Added |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $13.7M | 261,232 | Trimmed |
| 20 | Security National Bank | $13.7M | 260,015 | Trimmed |
| 21 | MAI Capital Management | $13.5M | 278,068 | Added |
| 22 | Bleakley Financial Group, LLC | $12.8M | 256,932 | Trimmed |
| 23 | OXFORD FINANCIAL GROUP, LTD. LLC | $12.5M | 257,621 | Trimmed |
| 24 | Evolution Wealth Advisors, LLC | $11.3M | 228,423 | Added |
| 25 | Mariner, LLC | $10.9M | 207,386 | Added |
Source: SEC Form 13F filings · as of 2026-03-31