# J P MORGAN EXCHANGE TRADED F (JPEF)

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

- Reporting holders: 7
- Reported value: $33.8M
- 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 |
|---|---|---|---|---|
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $28.8M | 354,233 | 5.2% | 6 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $1.9M | 23,823 | 0.4% | 2 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.8M | 22,284 | 0.8% | 7 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $973.6K | 11,980 | 0.1% | 10 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $216.0K | 2,658 | 0.0% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $117.4K | 1,444 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $8.1K | 100 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $33.8M |
| Q2 2026 | 122 | $1.1B |
| Q1 2026 | 125 | $996.6M |
| Q4 2025 | 124 | $849.8M |
| Q3 2025 | 118 | $821.9M |
| Q2 2025 | 108 | $849.2M |
| Q1 2025 | 104 | $621.8M |
| Q4 2024 | 94 | $496.0M |
| Q3 2024 | 62 | $358.9M |
| Q2 2024 | 53 | $263.3M |
| Q1 2024 | 39 | $263.8M |
| Q4 2023 | 26 | $142.2M |