# J P MORGAN EXCHANGE TRADED F (JGRO)

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

- Reporting holders: 18
- Reported value: $179.0M
- 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/) | $53.8M | 556,645 | 13.7% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $50.2M | 519,419 | 4.4% | 9 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $22.8M | 236,292 | 4.1% | 9 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $21.1M | 218,397 | 8.2% | 12 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $11.7M | 120,754 | 0.3% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.2M | 116,390 | 0.1% | 15 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $2.6M | 27,002 | 0.5% | 6 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $1.7M | 17,875 | 0.7% | 7 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.3M | 13,812 | 0.1% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $1.0M | 10,479 | 0.0% | 16 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $527.3K | 5,460 | 0.0% | 7 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $346.5K | 3,587 | 0.2% | 8 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $328.9K | 3,405 | 0.2% | 3 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $222.0K | 2,299 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $88.3K | 914 | 0.0% | 6 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $31.4K | 325 | 0.0% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $28.5K | 295 | 0.0% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $5.8K | 60 | 0.0% | 3 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $18 | 187 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $179.0M |
| Q2 2026 | 374 | $7.5B |
| Q1 2026 | 354 | $6.6B |
| Q4 2025 | 355 | $6.4B |
| Q3 2025 | 305 | $6.8B |
| Q2 2025 | 292 | $5.0B |
| Q1 2025 | 262 | $3.8B |
| Q4 2024 | 228 | $3.5B |
| Q3 2024 | 187 | $2.3B |
| Q2 2024 | 169 | $2.1B |
| Q1 2024 | 136 | $1.2B |
| Q4 2023 | 109 | $782.1M |

