JIVE — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JIVE)? 13 institutions reported holding $71.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Cooper Financial Group ($27.4M), Avaii Wealth Management, LLC ($15.0M), Farther Finance Advisors, LLC ($10.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cooper Financial Group | $27.4M | 287,417 | Added |
| 2 | AVAII WEALTH MANAGEMENT, LLC | $15.0M | 158,151 | Added |
| 3 | Farther Finance Advisors, LLC | $10.0M | 105,516 | Added |
| 4 | LEGACY SOLUTIONS, LLC | $6.1M | 64,374 | New |
| 5 | Central Pacific Bank - Trust Division | $4.7M | 49,545 | Trimmed |
| 6 | Kaizen Financial Strategies | $2.5M | 26,069 | Added |
| 7 | Capital Advisors Wealth Management, LLC | $1.8M | 18,860 | Added |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $1.4M | 14,851 | New |
| 9 | Mirador Capital Partners LP | $1.3M | 13,950 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $782,804 | 8,221 | Trimmed |
| 11 | Emergent Wealth Advisors, LLC | $223,005 | 2,342 | New |
| 12 | GAMMA Investing LLC | $40,183 | 422 | Added |
| 13 | Sarver Vrooman Wealth Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30