# J P MORGAN EXCHANGE TRADED F (JBND)

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

- Reporting holders: 15
- Reported value: $115.5M
- 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 |
|---|---|---|---|---|
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $50.8M | 993,000 | 5.9% | 10 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $14.9M | 290,625 | 1.8% | 3 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $14.4M | 281,859 | 1.6% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.1M | 216,982 | 0.1% | 8 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $6.4M | 124,516 | 0.5% | 12 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $6.2M | 121,663 | 1.3% | 3 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.1M | 61,297 | 0.1% | 4 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $2.8M | 55,004 | 0.1% | 2 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.6M | 30,553 | 0.4% | 7 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $1.3M | 25,373 | 0.4% | 9 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $806.4K | 15,775 | 0.1% | 3 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $748.3K | 14,639 | 0.4% | 3 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $558.0K | 10,915 | 0.1% | 7 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $519.6K | 10,165 | 0.1% | 4 |
| [Taylor & Morgan Wealth Management, LLC](https://holderbook.com/funds/1844266-taylor-morgan-wealth-management-llc/) | $364.0K | 7,121 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 15 | $115.5M |
| Q2 2026 | 327 | $7.5B |
| Q1 2026 | 308 | $6.5B |
| Q4 2025 | 273 | $4.8B |
| Q3 2025 | 212 | $3.0B |
| Q2 2025 | 174 | $2.0B |
| Q1 2025 | 140 | $1.5B |
| Q4 2024 | 116 | $963.9M |
| Q3 2024 | 73 | $524.2M |
| Q2 2024 | 51 | $275.5M |
| Q1 2024 | 30 | $174.6M |
| Q4 2023 | 14 | $257.2M |