# J P MORGAN EXCHANGE TRADED F (JIVE)

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

- Reporting holders: 12
- Reported value: $71.3M
- 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 |
|---|---|---|---|---|
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $27.4M | 287,417 | 2.2% | 2 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $15.0M | 158,151 | 4.3% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.0M | 105,516 | 0.1% | 5 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $6.1M | 64,374 | 4.7% | 1 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $4.7M | 49,545 | 0.5% | 2 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $2.5M | 26,069 | 1.0% | 3 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $1.8M | 18,860 | 0.2% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.4M | 14,851 | 0.1% | 1 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $1.3M | 13,950 | 0.2% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $782.8K | 8,221 | 0.0% | 5 |
| [Emergent Wealth Advisors, LLC](https://holderbook.com/funds/1799880-emergent-wealth-advisors-llc/) | $223.0K | 2,342 | 0.1% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $40.2K | 422 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $71.3M |
| Q2 2026 | 220 | $2.8B |
| Q1 2026 | 184 | $1.5B |
| Q4 2025 | 137 | $932.1M |
| Q3 2025 | 93 | $708.1M |
| Q2 2025 | 57 | $434.1M |
| Q1 2025 | 34 | $154.4M |
| Q4 2024 | 29 | $108.0M |
| Q3 2024 | 20 | $114.5M |
| Q2 2024 | 4 | $36.1M |
| Q1 2024 | 3 | $23.9M |
| Q4 2023 | 3 | $22.6M |