Inst. Holders
50 funds
JC
JCPB
J P MORGAN EXCHANGE TRADED F
$44.61 ▼ -0.07%
Prev close $44.6426 New Institutional Positions6 Institutional Exits
Snapshot
The big-picture read on JCPB right now — valuation, ownership and activity at a glance.
Inst. Value
$5.4B
Inst. Activity
26 buys / 6 sells
SEC Reports
1
Price chart 30d -2.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: JCPB — 66.5% short (3.0M / 4.5M)
Short: 3,021,062 | Exempt: 500 | TRF Vol: 4,543,602 | Short Ratio: 66.5% | Off-exchange volume (dark
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
12,525,713 shares ($588.0M)
Jun 30, 2026 Inst.
Feb 28, 2026 SEC RAYMOND JAMES FINANCIAL INC — ADD
8,833,732 shares ($414.7M)
Three major passive institutions — Morgan Stanley, Wells Fargo, and UBS — significantly increased their positions in J P
INST-CLUSTER — Impact 6/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 6.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: JCPB — 66.5% short (3.0M / 4.5M)
Short: 3,021,062 | Exempt: 500 | TRF Vol: 4,543,602 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: JCPB — 60.8% short (2.8M / 4.5M)
Short: 2,753,614 | Exempt: 8,047 | TRF Vol: 4,528,178 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: JCPB — 80.1% short (6.1M / 7.6M)
Short: 6,116,468 | Exempt: 0 | TRF Vol: 7,638,198 | Short Ratio: 80.1% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: JCPB — 64.5% short (1.5M / 2.3M)
Short: 1,472,006 | Exempt: 2,966 | TRF Vol: 2,281,339 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: JCPB — 61.5% short (0.8M / 1.3M)
Short: 797,510 | Exempt: 4,763 | TRF Vol: 1,297,801 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own JCPB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.4B total value (115,159,898 shares) as of 2026-Q2. Top holders: HB, MORGAN, RAYMOND. Net buying activity: 26 institutions added/increased vs 6 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| HB Wealth Management, LLC | 15,629,633 | $730.9M | 13.5% | — |
| MORGAN STANLEY | 12,525,713 | $588.0M | 10.9% | ADD +49.8% |
| RAYMOND JAMES FINANCIAL INC | 8,833,732 | $414.7M | 7.7% | ADD +31.7% |
| FACTORY MUTUAL INSURANCE CO | 7,983,314 | $374.7M | 6.9% | ADD +36.6% |
| JPMORGAN CHASE & CO | 7,576,615 | $356.9M | 6.6% | ADD +36.7% |
| Mariner, LLC | 5,400,464 | $253.5M | 4.7% | ADD +30.1% |
| BANK OF AMERICA CORP /DE/ | 5,291,099 | $248.4M | 4.6% | — |
| Dynasty Wealth Management, LLC | 5,018,565 | $235.6M | 4.4% | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,729,235 | $222.0M | 4.1% | ADD +53.9% |
| Cetera Investment Advisers | 3,497,566 | $164.2M | 3.0% | ADD +66.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 8,362,414 | 12,525,713 | +49.8% | $588.0M |
| RAYMOND JAMES FINANCIAL INC | ADD | 6,705,129 | 8,833,732 | +31.7% | $414.7M |
| FACTORY MUTUAL INSURANCE CO | ADD | 5,846,314 | 7,983,314 | +36.6% | $374.7M |
| JPMORGAN CHASE & CO | ADD | 5,543,281 | 7,576,615 | +36.7% | $356.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | ADD | 3,072,664 | 4,729,235 | +53.9% | $222.0M |
| Cetera Investment Advisers | ADD | 2,096,483 | 3,497,566 | +66.8% | $164.2M |
| LPL Financial LLC | ADD | 1,673,654 | 3,334,790 | +99.3% | $156.5M |
| MML INVESTORS SERVICES, LLC | ADD | 798,274 | 1,377,499 | +72.6% | $64.7M |
| Corient Private Wealth LP | ADD | 1,032,176 | 1,344,031 | +30.2% | $63.1M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 939,980 | 1,200,263 | +27.7% | $56.5M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for JCPB.
Shares short
798,761
Settlement Sep 15, 2026
Change vs prior
+499.4%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All JCPB filing & press-release reports (1)
- INST-CLUSTER reportFeb 28, 2026