JCPB · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JCPB)
Who is buying and selling JCPB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 207
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JCPB at a glance
- No open-market insider purchases or sales of JCPB were filed in the last 90 days.
- 207 13F filers hold JCPB among their 50 largest positions, worth $7.7B combined. The biggest bets by portfolio weight are First Washington CORP (19.5%), 46 Peaks LLC (19.0%) and D.B. Root & Company, LLC (16.3%). In their latest 13Fs, 1 manager opened a new position and 84 added to one.
- No member of Congress has disclosed a trade in JCPB.
JCPB insider trading
No open-market insider purchases or sales of JCPB were filed in the last 90 days.
Who owns JCPB? Hedge funds and superinvestors
207 13F filers hold JCPB among their 50 largest positions, worth $7.7B combined. The biggest bets by portfolio weight are First Washington CORP (19.5%), 46 Peaks LLC (19.0%) and D.B. Root & Company, LLC (16.3%). In their latest 13Fs, 1 manager opened a new position and 84 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Betterment LLCWealth manager | 2.3% | $1.3B | 28,416,622 | +355.8% shares | Q2 2026 |
| HB Wealth Management, LLCWealth manager | 3.7% | $720.0M | 16,136,512 | +3.2% shares | Q3 2026 |
| Factory Mutual Insurance CoInsurance company | 3.5% | $374.7M | 7,983,314 | +36.6% shares | Q2 2026 |
| OpenArc Corporate Advisory, LLCWealth manager | 2.8% | $248.3M | 5,545,142 | +2.4% shares | Q3 2026 |
| Dynasty Wealth Management, LLCInstitutional asset manager | 1.8% | $235.6M | 5,018,565 | +13.0% shares | Q2 2026 |
| Annex Advisory Services, LLCWealth manager | 3.7% | $224.3M | 5,008,101 | — | Q3 2026 |
| Modern Wealth Management, LLCWealth manager | 2.4% | $201.9M | 4,300,875 | +96.7% shares | Q2 2026 |
| Legacy Wealth Management, LLCWealth manager | 9.2% | $175.5M | 3,918,429 | -3.4% shares | Q3 2026 |
| Valeo Financial Advisors, LLCWealth manager | 3.0% | $140.1M | 3,303,877 | +5.7% shares | Q3 2026 |
| Summit Financial Strategies, Inc.Wealth manager | 9.4% | $135.8M | 3,032,031 | +8.3% shares | Q3 2026 |
| Moss Adams Wealth Advisors LLCWealth manager | 8.8% | $135.7M | 3,030,531 | +4.4% shares | Q3 2026 |
| Vestmark Advisory Solutions, Inc.Wealth manager | 1.1% | $115.2M | 2,453,732 | +4.9% shares | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 3.2% | $111.1M | 2,367,229 | +29.3% shares | Q2 2026 |
| First Pacific FinancialWealth manager | 9.7% | $94.8M | 2,117,595 | +2.2% shares | Q3 2026 |
| CGN Advisors LLCWealth manager | 6.5% | $84.6M | 1,889,648 | -2.4% shares | Q3 2026 |
| McAdam, LLCWealth manager | 3.1% | $83.0M | 1,853,615 | -6.1% shares | Q3 2026 |
| First Washington CORPWealth manager | 19.5% | $81.6M | 1,737,492 | +12.4% shares | Q2 2026 |
| Avantax Planning Partners, Inc.Wealth manager | 2.0% | $81.0M | 1,725,261 | +3.0% shares | Q2 2026 |
| Bogart Wealth, LLCWealth manager | 2.8% | $80.5M | 1,716,003 | +9.3% shares | Q2 2026 |
| Capital Analysts, LLCWealth manager | 1.8% | $78.0M | 1,661,909 | +7.0% shares | Q2 2026 |
| D.B. Root & Company, LLCWealth manager | 16.3% | $76.9M | 1,637,457 | +6.3% shares | Q2 2026 |
| Hughes Financial Services, LLCWealth manager | 10.1% | $76.1M | 1,620,206 | +7.5% shares | Q2 2026 |
| Allen Capital Group, LLCWealth manager | 5.8% | $71.3M | 1,593,324 | +3.9% shares | Q3 2026 |
| Daymark Wealth Partners, LLCWealth manager | 1.7% | $69.0M | 1,470,403 | +96.2% shares | Q2 2026 |
| Wiser Wealth Management, IncWealth manager | 12.4% | $68.0M | 1,519,365 | +15.5% shares | Q3 2026 |
| Grant Street Asset Management, Inc.Wealth manager | 11.1% | $67.9M | 1,516,537 | -16.6% shares | Q3 2026 |
| Kintra Wealth, LLCWealth manager | 3.4% | $64.1M | 1,384,507 | +108.8% shares | Q2 2026 |
| Sentinel Pension Advisors, LLCPension fund | 8.1% | $62.1M | 1,333,579 | +5.5% shares | Q2 2026 |
| Bluespring Wealth Management, LLCWealth manager | 1.2% | $61.4M | 1,307,709 | +57.4% shares | Q2 2026 |
| Bouchey Financial Group, Ltd.Wealth manager | 3.8% | $59.2M | 1,261,080 | +38.2% shares | Q2 2026 |
The 30 largest of 207 positions, by value. Each manager counts with its latest 13F (Q3 2026: 98, Q2 2026: 103, Q1 2026: 6). Screen JCPB in the grand portfolio →
JCPB stock trades by members of Congress
No member of Congress has disclosed a trade in JCPB.
JCPB questions and answers
Are insiders buying JCPB stock?
No open-market insider purchases or sales of JCPB were filed in the last 90 days.
Which hedge funds own JCPB?
207 13F filers hold JCPB among their 50 largest positions, worth $7.7B combined. The biggest bets by portfolio weight are First Washington CORP (19.5%), 46 Peaks LLC (19.0%) and D.B. Root & Company, LLC (16.3%). In their latest 13Fs, 1 manager opened a new position and 84 added to one.
Has Congress traded JCPB?
No member of Congress has disclosed a trade in JCPB.
Who is the largest holder of JCPB?
Among 13F filers, Betterment LLC reports the largest JCPB position, $1.3B (28,416,622 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is First Washington CORP's: 19.5% of its portfolio.
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