J P MORGAN EXCHANGE TRADED F (LVDS)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
27
Reporting holders
$28.7M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $10.4M | 181,177 | 0.00% | 4q | +2.4%+$242.3K |
| RAYMOND JAMES FINANCIAL INC | $5.9M | 102,877 | 0.00% | 4q | +4.9%+$272.8K |
| HighTower Advisors, LLC | $5.4M | 94,420 | 0.01% | 4q | -2.3%-$126.8K |
| Cetera Investment Advisers | $1.9M | 32,837 | 0.00% | 4q | -14.2%-$310.4K |
| WELLS FARGO & COMPANY/MN | $1.4M | 24,253 | 0.00% | 4q | -52.4%-$1.5M |
| Tower Research Capital LLC (TRC) | $813.4K | 14,222 | 0.02% | 2q | +15.2%+$107.1K |
| OSAIC HOLDINGS, INC. | $410.5K | 7,176 | 0.00% | 4q | +2.6%+$10.4K |
| JONES FINANCIAL COMPANIES LLLP | $401.4K | 7,028 | 0.00% | 4q | +259.5%+$289.7K |
| CITADEL ADVISORS LLC | $380.1K | 6,646 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $333.8K | 5,836 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $315.0K | 5,510 | 0.00% | 4q | +7.2%+$21.3K |
| Americana Partners, LLC | $305.9K | 5,349 | 0.01% | new | NEW |
| Focus Partners Wealth | $207.8K | 3,633 | 0.00% | new | NEW |
| MORGAN STANLEY | $140.4K | 2,454 | 0.00% | 4q | -26.7%-$51.2K |
| FIFTH THIRD BANCORP | $94.0K | 1,643 | 0.00% | 2q | HELD |
| FMR LLC | $83.9K | 1,467 | 0.00% | 4q | +301.9%+$63.0K |
| Founders Financial Alliance, LLC | $75.6K | 1,323 | 0.01% | 2q | HELD |
| Archer Investment Corp | $73.4K | 1,284 | 0.01% | 4q | +100.0%+$36.7K |
| Integrated Wealth Concepts LLC | $70.4K | 1,230 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $53.8K | 941 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $36.3K | 635 | 0.00% | 4q | HELD |
| Triumph Capital Management | $12.7K | 222 | 0.00% | 3q | HELD |
| Allworth Financial LP | $11.0K | 193 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $9.7K | 169 | 0.00% | new | NEW |
| IFG Advisory, LLC | $1.7K | 30 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $1.6K | 28 | 0.00% | new | NEW |
| Armor Investment Advisors, LLC | $1.3K | 23 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $396 | 6,916 | 0.00% | 4q | -11.8% |
| Janney Montgomery Scott LLC | $297 | 5,183 | 0.00% | 4q | HELD |
| TSFG, LLC | $7 | 124 | 0.00% | 4q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $28.7M | 502,606 | 9 | 8 | 4 | 0.0% |
| Q1 2026 | 19 | $25.4M | 502,428 | 5 | 5 | 5 | 0.0% |
| Q4 2025 | 19 | $21.6M | 435,852 | 4 | 2 | 10 | 0.0% |
| Q3 2025 | 19 | $28.6M | 552,881 | 19 | 0 | 0 | 0.0% |