HolderBook

J P MORGAN EXCHANGE TRADED F (ROCQ)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

23
Reporting holders
$145.1M
Reported value
0.0%
Held as options
+20
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

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$114.4M2,011,0170.01%2q+0.6%+$626.9K
CARY STREET PARTNERS FINANCIAL LLC$14.1M244,8880.31%newNEW
HighTower Advisors, LLC$5.1M89,0990.00%newNEW
OLD MISSION CAPITAL LLC$2.5M43,7900.04%2q+57.3%+$919.5K
Sigma Planning Corp$1.4M24,0040.03%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M21,1140.00%newNEW
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$1.2M20,5450.24%newNEW
Reyes Financial Architecture, Inc.$907.3K15,7350.51%newNEW
FAS Wealth Partners, Inc.$713.4K12,3720.04%newNEW
MML INVESTORS SERVICES, LLC$585.2K10,1500.00%newNEW
Dynamic Advisor Solutions LLC$576.6K10,0000.02%newNEW
DAYMARK WEALTH PARTNERS, LLC$573.1K9,9390.01%newNEW
Advisory Alpha, LLC$535.1K9,2800.01%newNEW
NICOLET BANKSHARES INC$387.7K6,8860.01%newNEW
Cetera Investment Advisers$298.5K5,1760.00%newNEW
Larson Financial Group LLC$217.8K3,7780.01%newNEW
EP Wealth Advisors, LLC$124.7K2,1620.00%newNEW
Farther Finance Advisors, LLC$92.3K1,6000.00%newNEW
JONES FINANCIAL COMPANIES LLLP$20.3K3640.00%newNEW
Ameritas Investment Partners, Inc.$12.5K2170.00%newNEW
SIGNATUREFD, LLC$8.6K1500.00%newNEW
High Note Wealth, LLC$5.8K1000.00%newNEW
Wayfinding Financial, LLC$1.3K21,8640.48%newNEW
WELLS FARGO & COMPANY/MN$1400.00%newNEW
Ulland Investment Advisors, LLC$61000.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202623$145.1M2,542,36621200.0%
Q1 20263$97.5M2,056,1353000.0%