# J P MORGAN EXCHANGE TRADED F (JMEE)

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

- Reporting holders: 9
- Reported value: $13.4M
- 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 |
|---|---|---|---|---|
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $6.7M | 90,444 | 0.4% | 8 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $3.0M | 40,486 | 1.8% | 2 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $1.5M | 20,814 | 0.2% | 7 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $1.1M | 14,592 | 0.0% | 17 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $516.1K | 6,873 | 0.1% | 6 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $389.5K | 5,293 | 0.0% | 5 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $214.7K | 2,918 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $23.8K | 323 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.5K | 47 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $13.4M |
| Q2 2026 | 196 | $2.2B |
| Q1 2026 | 175 | $1.9B |
| Q4 2025 | 174 | $1.6B |
| Q3 2025 | 150 | $2.2B |
| Q2 2025 | 145 | $1.4B |
| Q1 2025 | 150 | $1.3B |
| Q4 2024 | 148 | $1.2B |
| Q3 2024 | 113 | $1.7B |
| Q2 2024 | 95 | $1.4B |
| Q1 2024 | 81 | $1.5B |
| Q4 2023 | 66 | $1.4B |