# J P MORGAN EXCHANGE TRADED F (JMUB)

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

- Reporting holders: 28
- Reported value: $97.5M
- 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 |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $22.9M | 481,080 | 0.6% | 7 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $18.3M | 384,552 | 3.8% | 15 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.0M | 168,474 | 0.1% | 14 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $7.0M | 147,551 | 1.4% | 12 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $6.9M | 145,081 | 1.2% | 12 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $5.6M | 117,623 | 1.0% | 7 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $5.5M | 115,419 | 1.0% | 12 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $2.8M | 58,551 | 0.2% | 6 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $2.5M | 51,840 | 0.3% | 12 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $2.2M | 47,110 | 0.2% | 18 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.2M | 46,734 | 0.3% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.9M | 40,483 | 0.0% | 3 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $1.7M | 35,216 | 0.3% | 8 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $1.6M | 34,223 | 0.2% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.6M | 32,645 | 0.0% | 1 |
| [Conrad Siegel Investment Advisors, Inc.](https://holderbook.com/funds/1905875-conrad-siegel-investment-advisors-inc/) | $1.4M | 28,769 | 0.2% | 6 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $969.2K | 20,370 | 0.1% | 4 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $690.9K | 14,520 | 0.2% | 1 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $627.6K | 13,191 | 0.1% | 10 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $523.2K | 10,997 | 0.2% | 16 |
| [Mallini Complete Financial Planning LLC](https://holderbook.com/funds/2049540-mallini-complete-financial-planning-llc/) | $504.3K | 10,600 | 0.4% | 8 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $452.3K | 9,507 | 0.1% | 5 |
| [Sincerus Advisory, LLC](https://holderbook.com/funds/2050968-sincerus-advisory-llc/) | $438.1K | 9,208 | 0.3% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $407.6K | 8,566 | 0.0% | 1 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $288.2K | 6,058 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $97.5M |
| Q2 2026 | 514 | $5.6B |
| Q1 2026 | 499 | $5.0B |
| Q4 2025 | 484 | $4.5B |
| Q3 2025 | 396 | $3.1B |
| Q2 2025 | 361 | $2.6B |
| Q1 2025 | 337 | $2.2B |
| Q4 2024 | 323 | $1.7B |
| Q3 2024 | 269 | $1.4B |
| Q2 2024 | 257 | $1.2B |
| Q1 2024 | 226 | $1.0B |
| Q4 2023 | 205 | $851.8M |