# J P MORGAN EXCHANGE TRADED F (JPST)

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

- Reporting holders: 63
- Reported value: $331.0M
- 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 |
|---|---|---|---|---|
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $36.4M | 723,286 | 6.5% | 27 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $32.3M | 641,491 | 3.6% | 19 |
| [Leverty Financial Group, LLC](https://holderbook.com/funds/1908386-leverty-financial-group-llc/) | $25.6M | 508,568 | 4.7% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $21.2M | 420,309 | 0.1% | 16 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $20.0M | 397,889 | 1.3% | 25 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $19.0M | 376,694 | 3.1% | 16 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $18.2M | 360,964 | 1.3% | 26 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $17.1M | 339,962 | 1.4% | 31 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $12.7M | 253,099 | 0.4% | 23 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $11.7M | 231,856 | 1.3% | 31 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $11.1M | 220,894 | 0.6% | 32 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $9.5M | 187,616 | 2.8% | 4 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $8.2M | 162,894 | 0.1% | 15 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $7.9M | 157,524 | 1.1% | 16 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $7.0M | 139,734 | 3.0% | 25 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $5.7M | 113,044 | 1.3% | 16 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $5.6M | 111,765 | 0.4% | 24 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $5.4M | 107,960 | 0.6% | 4 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $4.0M | 78,754 | 0.9% | 20 |
| [Lee, Kelleher & Klein Wealth Management](https://holderbook.com/funds/2063827-lee-kelleher-klein-wealth-management/) | $3.8M | 75,948 | 2.0% | 8 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $3.7M | 73,561 | 0.4% | 31 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $3.5M | 70,417 | 2.0% | 4 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $3.2M | 63,921 | 2.1% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $3.2M | 63,693 | 1.8% | 2 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $2.8M | 54,634 | 0.2% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 63 | $331.0M |
| Q2 2026 | 1,201 | $26.7B |
| Q1 2026 | 1,203 | $25.8B |
| Q4 2025 | 1,203 | $24.6B |
| Q3 2025 | 1,121 | $28.5B |
| Q2 2025 | 1,114 | $22.6B |
| Q1 2025 | 1,097 | $22.8B |
| Q4 2024 | 1,076 | $21.0B |
| Q3 2024 | 981 | $22.6B |
| Q2 2024 | 990 | $20.7B |
| Q1 2024 | 952 | $24.4B |
| Q4 2023 | 971 | $21.4B |