# J P MORGAN EXCHANGE TRADED F (JAVA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JAVA/

- Reporting holders: 15
- Reported value: $83.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $68.3M | 857,239 | 17.4% | 11 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $3.2M | 39,517 | 0.8% | 7 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $2.5M | 30,801 | 0.4% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.1M | 25,791 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.7M | 20,875 | 0.0% | 15 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $1.1M | 14,385 | 0.2% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $931.1K | 11,680 | 0.0% | 16 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $813.9K | 10,210 | 0.5% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $594.2K | 7,360 | 0.0% | 3 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $474.7K | 5,919 | 0.1% | 14 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $440.3K | 5,523 | 0.1% | 5 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $322.0K | 4,039 | 0.2% | 3 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $288.7K | 3,622 | 0.0% | 4 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $241.8K | 3,033 | 0.0% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $3.6K | 45 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $83.0M |
| Q2 2026 | 277 | $6.5B |
| Q1 2026 | 262 | $5.8B |
| Q4 2025 | 252 | $4.9B |
| Q3 2025 | 222 | $5.2B |
| Q2 2025 | 226 | $3.6B |
| Q1 2025 | 205 | $3.1B |
| Q4 2024 | 190 | $2.1B |
| Q3 2024 | 153 | $1.5B |
| Q2 2024 | 155 | $1.1B |
| Q1 2024 | 136 | $1.0B |
| Q4 2023 | 117 | $708.1M |