JAVA — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JAVA)? 16 institutions reported holding $82.97M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Steph & Co ($68.3M), Prism Advisors, Inc. ($3.2M), Crumly & Associates Inc. ($2.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STEPH & CO | $68.3M | 857,239 | Trimmed |
| 2 | Prism Advisors, Inc. | $3.2M | 39,517 | Trimmed |
| 3 | Crumly & Associates Inc. | $2.5M | 30,801 | Trimmed |
| 4 | First Heartland Consultants, Inc. | $2.1M | 25,791 | Added |
| 5 | Farther Finance Advisors, LLC | $1.7M | 20,875 | Trimmed |
| 6 | Bill Few Associates, Inc. | $1.1M | 14,385 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $931,130 | 11,680 | Trimmed |
| 8 | M.E. ALLISON & CO., INC. | $813,941 | 10,210 | Hold |
| 9 | Apella Capital, LLC | $594,246 | 7,360 | Hold |
| 10 | AVAII WEALTH MANAGEMENT, LLC | $474,709 | 5,919 | Added |
| 11 | Global Wealth Strategies & Associates | $440,283 | 5,523 | Trimmed |
| 12 | Emergent Wealth Advisors, LLC | $321,989 | 4,039 | Trimmed |
| 13 | ECLECTIC ASSOCIATES INC /ADV | $288,746 | 3,622 | Hold |
| 14 | Capital Advisors Wealth Management, LLC | $241,798 | 3,033 | Added |
| 15 | Rosenberg Matthew Hamilton | $3,587 | 45 | Hold |
| 16 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30