J P MORGAN EXCHANGE TRADED F (LVDS)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
30
Reporting holders
$29.8M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| 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 |
| CITADEL ADVISORS LLC | $760.2K | 13,292 | 0.00% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $396.0K | 6,916 | 0.00% | 4q | -11.8%-$53.1K |
| 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 |
| Janney Montgomery Scott LLC | $297.0K | 5,183 | 0.00% | 4q | HELD |
| 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 |
| TSFG, LLC | $7.0K | 124 | 0.00% | 4q | HELD |
| 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 |
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 | 30 | $29.8M | 521,475 | 9 | 8 | 5 | 0.0% |
| Q1 2026 | 22 | $26.0M | 515,593 | 5 | 5 | 7 | 0.0% |
| Q4 2025 | 22 | $22.4M | 450,746 | 4 | 2 | 11 | 0.0% |
| Q3 2025 | 23 | $30.1M | 583,760 | 23 | 0 | 0 | 0.0% |