$JCPB is held by 8 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 3.65%, with an average of 0.77% of portfolio. Largest holder: Walkner Condon Financial Advisors LLC at 3.65%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
J P MORGAN EXCHANGE TRADED F
13F holders
462
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 462 · Source: 13F-HR01
New Perspectives, Inc
—
—
02
Evensky & Katz LLC
—
—
03
Delta Global Management LP
—
—
04
Sheaff Brock Investment Advisors, LLC
—
—
05
NorthRock Partners, LLC
—
—
06
Lincoln Capital Corp.
—
—
07
Parisi Gray Wealth Management
—
—
08
Legacy Wealth Management, Inc
—
—
09
Exos Asset Management LLC
—
—
10
RR Advisors, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
8 holders · Q1 202601
Walkner Condon Financial Advisors LLC
3.65% NEW
α +23.7pts
02
Gentry Private Wealth, LLC
1.06% held
α +22.9pts
03
Johnson Financial Group, Inc.
0.98% held
α +14.7pts
04
Courier Capital LLC
0.29% NEW
α +14.9pts
05
Fiduciary Alliance LLC
0.11% held
α +16.8pts
06
Principal Securities, Inc.
0.09% held
α +21.3pts
07
Linscomb Wealth, Inc.
0.01% held
α +32.6pts
08
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $JCPB in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $JCPB in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $JCPB lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $JCPB — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:19 UTC.