J P MORGAN EXCHANGE TRADED F (JDOC)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
6
Reporting holders
$6.3M
Reported value
0.0%
Held as options
-3
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 | $5.4M | 88,196 | 0.00% | 11q | HELD |
| CITADEL ADVISORS LLC | $449.3K | 7,460 | 0.00% | 3q | -63.5%-$780.6K |
| Krilogy Financial LLC | $266.6K | 4,427 | 0.01% | 4q | -20.6%-$69.0K |
| Sanctuary Advisors, LLC | $250.1K | 4,152 | 0.00% | 5q | -15.1%-$44.6K |
| ROYAL BANK OF CANADA | $7.0K | 120 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $6.4K | 106 | 0.00% | 2q | -50.0%-$6.4K |
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 | 6 | $6.3M | 104,461 | 0 | 0 | 4 | 0.0% |
| Q1 2026 | 9 | $7.5M | 137,123 | 2 | 2 | 2 | 0.0% |
| Q4 2025 | 9 | $7.3M | 126,155 | 1 | 2 | 4 | 0.0% |
| Q3 2025 | 7 | $11.3M | 214,534 | 1 | 3 | 3 | 0.0% |
| Q2 2025 | 6 | $6.1M | 120,493 | 4 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $4.7M | 88,316 | 1 | 0 | 0 | 0.0% |
| Q4 2024 | 3 | $6.1M | 121,010 | 2 | 0 | 1 | 0.0% |
| Q3 2024 | 3 | $10.9M | 179,763 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $10.9M | 186,339 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 3 | $10.5M | 179,169 | 0 | 0 | 2 | 0.0% |
| Q4 2023 | 3 | $13.1M | 242,464 | 3 | 0 | 0 | 0.0% |