HolderBook

J P MORGAN EXCHANGE TRADED F (JFLI)

Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.

18
Reporting holders
$34.1M
Reported value
0.0%
Held as options
-2
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

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$20.6M380,5100.00%6q-0.8%-$176.0K
ASSETMARK, INC$4.6M83,8420.01%2q-1.1%-$52.2K
5T Wealth, LLC$2.2M40,3450.82%3q+4.7%+$99.6K
CITADEL ADVISORS LLC$2.1M39,4320.00%3q+5.2%+$106.4K
Integrated Wealth Concepts LLC$1.2M22,1160.01%2q+51.1%+$407.1K
Farther Finance Advisors, LLC$1.2M21,8350.01%newNEW
JANE STREET GROUP, LLC$816.6K15,0020.00%2q+114.2%+$435.3K
Advisory Alpha, LLC$555.5K10,2050.01%2q+79.0%+$245.2K
Sequent Planning LLC$220.4K4,0490.05%newNEW
RDA Financial Network$216.4K3,9760.05%2q-2.4%-$5.3K
Revisor Wealth Management LLC$203.7K3,7420.05%newNEW
3Chopt Investment Partners, LLC$131.1K2,4090.02%3q+8.6%+$10.4K
LGT Financial Advisors LLC$24.9K4570.13%3qHELD
SBI Securities Co., Ltd.$24.5K4500.00%2q+89.1%+$11.5K
Global Retirement Partners, LLC$20.4K3750.00%newNEW
OSAIC HOLDINGS, INC.$17.9K3290.00%3q+3.8%
HARBOR INVESTMENT ADVISORY, LLC$7.5K1380.00%2qHELD
Cambridge Investment Research Advisors, Inc.$4568,3660.00%2q+93.1%
WELLS FARGO & COMPANY/MN$1900.00%3q-100.0%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202618$34.1M629,2124840.0%
Q1 202620$30.9M624,15310730.0%
Q4 202511$24.7M486,9509020.0%
Q3 20253$34.8M680,4401110.0%
Q2 20253$19.0M382,3010120.0%
Q1 20253$21.6M453,4033000.0%