J P MORGAN EXCHANGE TRADED F (JPST)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
63
Reporting holders
$331.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,138
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | $36.4M | 723,286 | 6.52% | 27q | +6.1%+$2.1M |
| Capital Advisors Wealth Management, LLC | $32.3M | 641,491 | 3.64% | 19q | +50.0%+$10.8M |
| Leverty Financial Group, LLC | $25.6M | 508,568 | 4.67% | 3q | +0.8%+$208.8K |
| Farther Finance Advisors, LLC | $21.2M | 420,309 | 0.15% | 16q | +6.4%+$1.3M |
| YHB Investment Advisors, Inc. | $20.0M | 397,889 | 1.26% | 25q | -3.4%-$698.1K |
| Whitaker-Myers Wealth Managers, LTD. | $19.0M | 376,694 | 3.09% | 16q | +14.0%+$2.3M |
| KWMG, LLC | $18.2M | 360,964 | 1.31% | 26q | +8.6%+$1.4M |
| Cooper Financial Group | $17.1M | 339,962 | 1.36% | 31q | -4.3%-$772.1K |
| Avidian Wealth Enterprises, LLC | $12.7M | 253,099 | 0.36% | 23q | +51.0%+$4.3M |
| Financial Enhancement Group LLC | $11.7M | 231,856 | 1.34% | 31q | +16.5%+$1.7M |
| Legacy Private Trust Co. | $11.1M | 220,894 | 0.61% | 32q | +174.6%+$7.1M |
| Worth Asset Management, LLC | $9.5M | 187,616 | 2.75% | 4q | +81.2%+$4.2M |
| Apella Capital, LLC | $8.2M | 162,894 | 0.10% | 15q | -10.4%-$951.2K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $7.9M | 157,524 | 1.13% | 16q | +876.3%+$7.1M |
| First Citizens Financial Corp | $7.0M | 139,734 | 2.96% | 25q | +31.8%+$1.7M |
| BOS Asset Management, LLC | $5.7M | 113,044 | 1.33% | 16q | -1.4%-$79.8K |
| Galvin, Gaustad & Stein, LLC | $5.6M | 111,765 | 0.42% | 24q | -1.1%-$63.6K |
| Wealth Enhancement Trust Services, Inc. | $5.4M | 107,960 | 0.58% | 4q | -43.1%-$4.1M |
| Apeiron RIA LLC | $4.0M | 78,754 | 0.90% | 20q | -2.2%-$90.3K |
| Lee, Kelleher & Klein Wealth Management | $3.8M | 75,948 | 1.97% | 8q | +7.4%+$264.9K |
| Peterson Wealth Advisors, LLC | $3.7M | 73,561 | 0.43% | 31q | -91.5%-$40.0M |
| Invariant Investment Management | $3.5M | 70,417 | 2.04% | 4q | -9.2%-$360.4K |
| MJT & Associates Financial Advisory Group, Inc. | $3.2M | 63,921 | 2.08% | 7q | -16.9%-$655.6K |
| GK Wealth Management LLC | $3.2M | 63,693 | 1.81% | 2q | -27.5%-$1.2M |
| RVW Wealth, LLC | $2.8M | 54,634 | 0.18% | 3q | +1013.2%+$2.5M |
| Bank of New Hampshire | $2.7M | 53,958 | 0.59% | 22q | +26.6%+$570.3K |
| Sunburst Financial Group, LLC | $2.5M | 49,225 | 0.39% | 18q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $2.5M | 49,062 | 0.14% | 18q | -5.5%-$144.4K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.2M | 43,473 | 0.14% | 2q | +277.6%+$1.6M |
| First Heartland Consultants, Inc. | $2.0M | 39,138 | 0.13% | 14q | +8.1%+$148.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.9M | 37,554 | 1.28% | 4q | +2.0%+$37.4K |
| Castleview Partners, LLC | $1.9M | 37,451 | 0.83% | 21q | -15.2%-$339.2K |
| CoreCap Advisors, LLC | $1.5M | 29,225 | 0.04% | 19q | -3.6%-$54.6K |
| Venture Visionary Partners LLC | $1.2M | 24,794 | 0.03% | 5q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.2M | 23,870 | 0.24% | 20q | +30.3%+$279.7K |
| Balefire, LLC | $1.1M | 21,386 | 0.17% | 14q | +232.7%+$753.4K |
| Retireful, LLC | $970.3K | 19,263 | 0.84% | 10q | +92.9%+$467.3K |
| Mendota Financial Group, LLC | $937.9K | 18,619 | 0.58% | 5q | +1.0%+$9.5K |
| Decker Wealth Management LLC | $901.0K | 17,888 | 0.18% | 4q | +2.7%+$24.1K |
| Castle Rock Wealth Management, LLC | $875.9K | 17,430 | 0.16% | 30q | -17.2%-$182.4K |
| Adelphi Trust Co | $862.3K | 17,119 | 0.57% | 2q | +15.0%+$112.8K |
| Investment Partners Asset Management, Inc. | $813.3K | 16,146 | 0.44% | 12q | -3.1%-$25.9K |
| PRIVATE CLIENT SERVICES, LLC | $741.3K | 14,718 | 0.20% | 6q | +10.7%+$71.9K |
| Harpswell Capital Advisors, LLC | $624.5K | 12,399 | 0.41% | 3q | HELD |
| Montecito Bank & Trust | $579.9K | 11,513 | 0.09% | 17q | +64.6%+$227.7K |
| CHAPIN DAVIS, INC. | $558.9K | 11,095 | 0.11% | 7q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $522.3K | 10,399 | 0.21% | 7q | +19.6%+$85.6K |
| Gerald Baker Financial Group LLC | $422.2K | 8,382 | 0.12% | 3q | +3.1%+$12.8K |
| Stonebridge Financial Group, LLC | $363.8K | 7,223 | 0.03% | 8q | HELD |
| Prism Advisors, Inc. | $311.1K | 6,188 | 0.08% | new | NEW |
| Valeo Financial Advisors, LLC | $299.5K | 5,947 | 0.01% | new | NEW |
| Sincerus Advisory, LLC | $285.0K | 5,659 | 0.19% | 3q | +10.8%+$27.7K |
| ACIMA PRIVATE WEALTH, LLC | $247.0K | 4,903 | 0.07% | 32q | HELD |
| HALL LAURIE J TRUSTEE | $220.4K | 4,375 | 0.07% | 11q | -5.5%-$12.8K |
| PFW Advisors LLC | $210.1K | 4,172 | 0.06% | new | NEW |
| Prota Financial, LLC | $207.3K | 4,127 | 0.13% | new | NEW |
| Trust Co | $200.4K | 3,979 | 0.02% | 7q | HELD |
| ATWOOD & PALMER INC | $176.3K | 3,500 | 0.01% | 14q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $53.7K | 1,066 | 0.02% | 8q | HELD |
| Versant Capital Management, Inc | $43.2K | 858 | 0.00% | 5q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $37.7K | 749 | 0.00% | 5q | +8.6%+$3.0K |
| Investors Research Corp | $8.7K | 172 | 0.00% | 4q | HELD |
| CX Institutional | $517 | 10,270 | 0.01% | 7q | -29.8% |
| GAMMA Investing LLC | $302 | 6 | 0.00% | 3q | HELD |
| Matrix Trust Co | $173 | 3,436 | 0.03% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 63 | $331.0M | 6,573,508 | 4 | 30 | 17 | 0.0% |
| Q2 2026 | 1,201 | $26.7B | 527,130,700 | 77 | 501 | 449 | 0.0% |
| Q1 2026 | 1,203 | $25.8B | 510,030,628 | 95 | 512 | 422 | 0.0% |
| Q4 2025 | 1,203 | $24.6B | 487,002,788 | 78 | 520 | 366 | 0.0% |
| Q3 2025 | 1,121 | $28.5B | 560,380,534 | 82 | 513 | 374 | 0.0% |
| Q2 2025 | 1,114 | $22.6B | 446,933,269 | 88 | 511 | 375 | 0.0% |
| Q1 2025 | 1,097 | $22.8B | 450,621,777 | 88 | 502 | 355 | 0.0% |
| Q4 2024 | 1,076 | $21.0B | 416,540,195 | 88 | 452 | 330 | 0.0% |
| Q3 2024 | 981 | $22.6B | 445,316,163 | 64 | 395 | 368 | 0.0% |
| Q2 2024 | 990 | $20.7B | 409,680,451 | 91 | 377 | 389 | 0.0% |
| Q1 2024 | 952 | $24.4B | 483,319,487 | 63 | 355 | 413 | 0.0% |
| Q4 2023 | 971 | $21.4B | 424,959,684 | 48 | 300 | 458 | 0.0% |
| Q3 2023 | 967 | $16.3B | 324,432,398 | 71 | 340 | 424 | 0.0% |
| Q2 2023 | 952 | $17.5B | 349,829,864 | 84 | 307 | 431 | 0.0% |
| Q1 2023 | 916 | $18.9B | 374,374,147 | 77 | 353 | 363 | 0.0% |
| Q4 2022 | 931 | $17.4B | 346,705,796 | 96 | 340 | 354 | 0.0% |
| Q3 2022 | 854 | $15.9B | 316,016,013 | 83 | 329 | 328 | 0.1% |
| Q2 2022 | 840 | $14.3B | 284,735,890 | 95 | 287 | 357 | 0.0% |
| Q1 2022 | 808 | $13.1B | 260,091,072 | 81 | 278 | 347 | 0.0% |
| Q4 2021 | 783 | $11.9B | 238,177,286 | 56 | 266 | 299 | 0.0% |
| Q3 2021 | 695 | $11.1B | 218,190,939 | 49 | 283 | 266 | 0.0% |
| Q2 2021 | 688 | $10.3B | 203,653,155 | 48 | 291 | 271 | 0.0% |
| Q1 2021 | 682 | $9.5B | 191,096,908 | 61 | 297 | 241 | 0.0% |
| Q4 2020 | 659 | $8.5B | 167,910,148 | 63 | 265 | 199 | 0.0% |
| Q3 2020 | 584 | $8.3B | 162,322,832 | 79 | 297 | 152 | 0.0% |
| Q2 2020 | 537 | $7.7B | 151,012,941 | 92 | 260 | 134 | 0.0% |
| Q1 2020 | 471 | $5.4B | 108,303,585 | 65 | 152 | 216 | 0.0% |
| Q4 2019 | 461 | $5.9B | 118,375,332 | 57 | 191 | 111 | 0.0% |
| Q3 2019 | 375 | $5.0B | 99,299,008 | 35 | 201 | 99 | 0.0% |
| Q2 2019 | 362 | $4.3B | 86,283,525 | 57 | 186 | 82 | 0.0% |
| Q1 2019 | 331 | $4.1B | 81,311,500 | 65 | 156 | 81 | 0.0% |
| Q4 2018 | 291 | $3.3B | 66,762,657 | 10 | 6 | 3 | 0.0% |