# J P MORGAN EXCHANGE TRADED F (JQUA)

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

- Reporting holders: 27
- Reported value: $242.4M
- 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 |
|---|---|---|---|---|
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $74.5M | 1,010,151 | 4.8% | 26 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $73.0M | 989,337 | 2.0% | 14 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $33.4M | 452,494 | 4.0% | 16 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $12.5M | 165,503 | 3.1% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.9M | 161,853 | 0.1% | 15 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $10.8M | 146,091 | 2.3% | 1 |
| [LAWOOD & CO](https://holderbook.com/funds/2109484-lawood-co/) | $8.5M | 115,305 | 5.9% | 4 |
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $5.6M | 75,383 | 4.0% | 14 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $3.6M | 48,640 | 0.6% | 24 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.1M | 15,464 | 0.1% | 11 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $1.1M | 14,994 | 0.5% | 7 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $1.1M | 15,120 | 0.6% | 8 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $1.0M | 13,839 | 0.4% | 8 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $985.4K | 13,352 | 0.1% | 13 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $893.1K | 12,101 | 0.6% | 8 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $743.6K | 10,075 | 0.0% | 11 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $562.6K | 7,623 | 0.1% | 13 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $404.0K | 5,474 | 0.3% | 1 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $261.0K | 3,537 | 0.0% | 4 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $152.2K | 2,063 | 0.0% | 15 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $77.3K | 1,047 | 0.0% | 11 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $23.7K | 320 | 0.0% | 8 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $15.8K | 214 | 0.0% | 11 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $13.4K | 181 | 0.0% | 1 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $3.6K | 48 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $242.4M |
| Q2 2026 | 480 | $5.8B |
| Q1 2026 | 455 | $4.7B |
| Q4 2025 | 449 | $5.3B |
| Q3 2025 | 408 | $5.1B |
| Q2 2025 | 402 | $4.6B |
| Q1 2025 | 378 | $4.1B |
| Q4 2024 | 375 | $3.9B |
| Q3 2024 | 322 | $3.9B |
| Q2 2024 | 310 | $3.4B |
| Q1 2024 | 282 | $3.6B |
| Q4 2023 | 256 | $3.2B |