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DaveManuel.com · Institutional Ownership · Who Owns It

J P MORGAN EXCHANGE TRADED F (ROCQ)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

25
Reporting holders
$146.3M
Reported value
0.0%
Calls
0.0%
Puts
+22
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

Download these holders as CSV

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
Wayfinding Financial, LLC$1.3M21,8640.48%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
Ulland Investment Advisors, LLC$6.0K1000.00%newNEW
High Note Wealth, LLC$5.8K1000.00%newNEW
WELLS FARGO & COMPANY/MN$14none filed0.00%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
Q3 20268$3.3M59,1254100.0%
Q2 202625$146.3M2,564,33023200.0%
Q1 20263$97.5M2,056,1353000.0%