J P MORGAN EXCHANGE TRADED F (MCDS)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
3
Reporting holders
$7.9M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $6.8M | 101,034 | 0.00% | 8q | +1.0%+$70.0K |
| ROYAL BANK OF CANADA | $1.0M | 15,366 | 0.00% | 8q | +87.1%+$486.0K |
| UBS Group AG | $2.0K | 29 | 0.00% | 3q | +222.2%+$1.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-10 | 13G/A | TRUIST FINANCIAL CORP | 0.2% |
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 | 3 | $7.9M | 116,429 | 0 | 3 | 0 | 0.0% |
| Q1 2026 | 4 | $6.7M | 115,451 | 0 | 2 | 1 | 0.0% |
| Q4 2025 | 4 | $6.9M | 117,455 | 1 | 1 | 2 | 0.0% |
| Q3 2025 | 3 | $12.7M | 218,326 | 0 | 2 | 1 | 0.0% |
| Q2 2025 | 3 | $7.1M | 126,430 | 0 | 2 | 0 | 0.0% |
| Q1 2025 | 3 | $6.2M | 118,503 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 2 | $6.6M | 118,581 | 0 | 0 | 2 | 0.0% |
| Q3 2024 | 2 | $12.1M | 219,135 | 2 | 0 | 0 | 0.0% |