JGRO — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JGRO)? 20 institutions reported holding $179.04M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Steph & Co ($53.8M), Trust Co ($50.2M), Crumly & Associates Inc. ($22.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STEPH & CO | $53.8M | 556,645 | Added |
| 2 | Trust Co | $50.2M | 519,419 | Added |
| 3 | Crumly & Associates Inc. | $22.8M | 236,292 | Trimmed |
| 4 | Sprinkle Financial Consultants LLC | $21.1M | 218,397 | Added |
| 5 | Venture Visionary Partners LLC | $11.7M | 120,754 | Added |
| 6 | Farther Finance Advisors, LLC | $11.2M | 116,390 | Trimmed |
| 7 | Bill Few Associates, Inc. | $2.6M | 27,002 | Added |
| 8 | BOYUM WEALTH ARCHITECTS LLC | $1.7M | 17,875 | Trimmed |
| 9 | YHB Investment Advisors, Inc. | $1.3M | 13,812 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $1.0M | 10,479 | Trimmed |
| 11 | Cooper Financial Group | $527,294 | 5,460 | Trimmed |
| 12 | Nautilus Advisors LLC | $346,460 | 3,587 | Trimmed |
| 13 | Emergent Wealth Advisors, LLC | $328,855 | 3,405 | Trimmed |
| 14 | WINEBRENNER CAPITAL MANAGEMENT LLC | $222,037 | 2,299 | Added |
| 15 | CoreCap Advisors, LLC | $88,274 | 914 | Added |
| 16 | GK Wealth Management LLC | $31,402 | 325 | Trimmed |
| 17 | GAMMA Investing LLC | $28,491 | 295 | Hold |
| 18 | CX Institutional | $18,000 | 187 | Hold |
| 19 | Rosenberg Matthew Hamilton | $5,795 | 60 | Hold |
| 20 | VALLEY WEALTH MANAGERS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30