# J P MORGAN EXCHANGE TRADED F (JPIB)

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

- Reporting holders: 11
- Reported value: $80.4M
- 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 |
|---|---|---|---|---|
| [Midwest Financial Partners Investments, Inc.](https://holderbook.com/funds/1968851-midwest-financial-partners-investments-inc/) | $24.2M | 517,558 | 9.3% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $22.4M | 479,229 | 0.3% | 6 |
| [ACIMA PRIVATE WEALTH, LLC](https://holderbook.com/funds/1761961-acima-private-wealth-llc/) | $9.9M | 212,010 | 2.9% | 11 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $9.9M | 211,114 | 1.1% | 32 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $9.2M | 196,306 | 2.0% | 4 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $3.2M | 69,145 | 0.4% | 3 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $696.7K | 14,993 | 0.1% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $418.4K | 8,959 | 0.0% | 5 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $221.5K | 4,743 | 0.1% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $215.0K | 4,604 | 0.0% | 5 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $150.8K | 3,228 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $80.4M |
| Q2 2026 | 245 | $1.6B |
| Q1 2026 | 234 | $1.4B |
| Q4 2025 | 211 | $1.1B |
| Q3 2025 | 187 | $912.7M |
| Q2 2025 | 159 | $713.7M |
| Q1 2025 | 129 | $461.3M |
| Q4 2024 | 125 | $402.1M |
| Q3 2024 | 113 | $374.5M |
| Q2 2024 | 120 | $364.6M |
| Q1 2024 | 115 | $354.2M |
| Q4 2023 | 108 | $290.0M |