HolderBook

J P MORGAN EXCHANGE TRADED F (ROCY)

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

16
Reporting holders
$156.9M
Reported value
0.0%
Held as options
+14
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$105.7M1,963,0000.01%2q-1.8%-$2.0M
HighTower Advisors, LLC$34.0M627,1490.03%newNEW
CARY STREET PARTNERS FINANCIAL LLC$9.2M169,4620.20%newNEW
Benchmark Financial, LLC$1.8M32,9651.46%newNEW
JANE STREET GROUP, LLC$1.6M29,6580.00%newNEW
FAS Wealth Partners, Inc.$1.0M19,2240.05%newNEW
Reyes Financial Architecture, Inc.$894.0K16,5030.50%newNEW
MML INVESTORS SERVICES, LLC$642.3K11,8580.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$529.1K9,7680.00%newNEW
DAYMARK WEALTH PARTNERS, LLC$453.4K8,3710.01%newNEW
Cetera Investment Advisers$380.7K7,0270.00%newNEW
Advisory Alpha, LLC$328.3K6,0600.01%newNEW
NICOLET BANKSHARES INC$216.7K4,0000.01%newNEW
CITADEL ADVISORS LLC$202.2K3,7330.00%newNEW
SALEM INVESTMENT COUNSELORS INC$4.1K750.00%newNEW
Wayfinding Financial, LLC$2.8K51,3371.05%newNEW
WELLS FARGO & COMPANY/MN$2000.00%newNEW
Ulland Investment Advisors, LLC$163000.01%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 202616$156.9M2,908,85315010.0%
Q1 20262$98.3M2,032,1512000.0%