J P MORGAN EXCHANGE TRADED F (HEQQ)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
7
Reporting holders
$28.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $24.4M | 400,000 | 0.00% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 21,860 | 0.00% | 6q | -82.8%-$6.5M |
| Koshinski Asset Management, Inc. | $1.3M | 21,402 | 0.07% | 5q | -4.5%-$62.4K |
| Brookstone Capital Management | $437.2K | 7,143 | 0.00% | new | NEW |
| Chris Bulman Inc | $437.2K | 7,143 | 0.16% | new | NEW |
| Congress Park Capital LLC | $353.8K | 5,781 | 0.10% | 3q | -38.4%-$220.6K |
| UBS Group AG | $113.3K | 1,851 | 0.00% | 4q | -13.9%-$18.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $28.4M | 465,180 | 2 | 0 | 4 | 0.0% |
| Q1 2026 | 7 | $33.6M | 602,409 | 1 | 3 | 2 | 0.0% |
| Q4 2025 | 7 | $30.1M | 516,791 | 2 | 3 | 2 | 0.0% |
| Q3 2025 | 5 | $51.8M | 906,107 | 1 | 2 | 2 | 0.0% |
| Q2 2025 | 6 | $27.5M | 513,669 | 2 | 0 | 1 | 0.0% |
| Q1 2025 | 4 | $24.6M | 498,194 | 4 | 0 | 0 | 0.0% |