JCPI · Insider trading · 13F holders · Congress trades
J P Morgan Exchange Traded F (JCPI)
Who is buying and selling JCPI: 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
- 9
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
JCPI at a glance
- No open-market insider purchases or sales of JCPI were filed in the last 90 days.
- 9 13F filers hold JCPI among their 50 largest positions, worth $48.7M combined. The biggest bets by portfolio weight are Balanced Rock Investment Advisors LLC (1.8%), Urban Wealth Management, LLC (1.4%) and Buck Wealth Strategies, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in JCPI.
JCPI insider trading
No open-market insider purchases or sales of JCPI were filed in the last 90 days.
Who owns JCPI? Hedge funds and superinvestors
9 13F filers hold JCPI among their 50 largest positions, worth $48.7M combined. The biggest bets by portfolio weight are Balanced Rock Investment Advisors LLC (1.8%), Urban Wealth Management, LLC (1.4%) and Buck Wealth Strategies, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Buck Wealth Strategies, LLCWealth manager | 1.2% | $12.4M | 269,075 | — | Q3 2026 |
| Oxford Financial Group, Ltd. LLCWealth manager | 0.6% | $12.1M | 252,682 | -1.9% shares | Q2 2026 |
| Fulton Breakefield Broenniman LLCWealth manager | 0.7% | $11.4M | 238,292 | — | Q2 2026 |
| Systelligence, LLCMutual fund manager | 0.6% | $3.8M | 78,600 | -20.5% shares | Q2 2026 |
| Ocean Park Asset Management, LLCMutual fund manager | 0.2% | $3.1M | 66,500 | — | Q3 2026 |
| Balanced Rock Investment Advisors LLCWealth manager | 1.8% | $2.9M | 59,890 | +12.1% shares | Q2 2026 |
| Urban Wealth Management, LLCWealth manager | 1.4% | $1.5M | 33,348 | -15.2% shares | Q3 2026 |
| Centennial Wealth Advisory LLCWealth manager | 0.3% | $1.5M | 31,583 | — | Q3 2026 |
| Collier FinancialWealth manager | 0.1% | $149K | 3,120 | +0.2% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 5). Screen JCPI in the grand portfolio →
JCPI stock trades by members of Congress
No member of Congress has disclosed a trade in JCPI.
JCPI questions and answers
Are insiders buying JCPI stock?
No open-market insider purchases or sales of JCPI were filed in the last 90 days.
Which hedge funds own JCPI?
9 13F filers hold JCPI among their 50 largest positions, worth $48.7M combined. The biggest bets by portfolio weight are Balanced Rock Investment Advisors LLC (1.8%), Urban Wealth Management, LLC (1.4%) and Buck Wealth Strategies, LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded JCPI?
No member of Congress has disclosed a trade in JCPI.
Who is the largest holder of JCPI?
Among 13F filers, Buck Wealth Strategies, LLC reports the largest JCPI position, $12.4M (269,075 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Balanced Rock Investment Advisors LLC's: 1.8% of its portfolio.
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