# J P MORGAN EXCHANGE TRADED F (JPLD)

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

- Reporting holders: 7
- Reported value: $20.4M
- 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 |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $9.6M | 187,319 | 0.7% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $5.0M | 97,334 | 0.1% | 3 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $2.5M | 49,366 | 1.5% | 7 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $2.2M | 42,219 | 1.4% | 8 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $1.1M | 21,075 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $30.3K | 590 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.0K | 77 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $20.4M |
| Q2 2026 | 166 | $3.3B |
| Q1 2026 | 144 | $3.2B |
| Q4 2025 | 124 | $2.6B |
| Q3 2025 | 98 | $4.6B |
| Q2 2025 | 94 | $1.4B |
| Q1 2025 | 79 | $823.7M |
| Q4 2024 | 75 | $712.0M |
| Q3 2024 | 61 | $1.0B |
| Q2 2024 | 45 | $944.2M |
| Q1 2024 | 45 | $961.4M |
| Q4 2023 | 36 | $936.9M |

