J P MORGAN EXCHANGE TRADED F (JMTG)
Institutional ownership reported to the SEC as of Q3 2026, across 6 quarters.
10
Reporting holders
$348.3M
Reported value
0.0%
Calls
0.0%
Puts
-158
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | $187.1M | 3,869,770 | 10.50% | 5q | +0.6%+$1.2M |
| Acropolis Investment Management, LLC | $107.3M | 2,219,217 | 4.31% | 4q | -41.7%-$76.8M |
| Bill Few Associates, Inc. | $42.0M | 869,826 | 8.68% | 6q | +1.6%+$672.0K |
| Wealth Enhancement Trust Services, Inc. | $4.9M | 101,416 | 0.52% | 4q | -50.1%-$4.9M |
| Galvin, Gaustad & Stein, LLC | $4.9M | 100,970 | 0.37% | 4q | +4.5%+$211.1K |
| Central Pacific Bank - Trust Division | $2.1M | 44,080 | 0.22% | 4q | -53.6%-$2.5M |
| Farther Finance Advisors, LLC | $20.6K | 426 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $13.9K | 287 | 0.00% | 3q | -57.9%-$19.1K |
| MJT & Associates Financial Advisory Group, Inc. | $3.2K | 66 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $0 | 0 | 0.00% | 4q | -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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $348.3M | 7,206,058 | 2 | 3 | 5 | 0.0% |
| Q2 2026 | 168 | $6.3B | 124,995,778 | 20 | 61 | 53 | 0.0% |
| Q1 2026 | 169 | $6.7B | 132,032,638 | 19 | 66 | 44 | 0.0% |
| Q4 2025 | 165 | $6.0B | 117,667,551 | 40 | 62 | 37 | 0.0% |
| Q3 2025 | 135 | $7.2B | 141,309,144 | 52 | 32 | 33 | 0.0% |
| Q2 2025 | 96 | $2.2B | 44,512,894 | 95 | 0 | 0 | 0.0% |