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JQUA — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Who owns J P Morgan Exchange Traded F (JQUA)? 28 institutions reported holding $245.93M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RVW Wealth, LLC ($74.5M), Avidian Wealth Enterprises, LLC ($73.0M), Breakwater Capital Group ($33.4M).

RankInstitutionValueSharesChange
1RVW Wealth, LLC$74.5M1.0MAdded
2Avidian Wealth Enterprises, LLC$73.0M989,337Added
3Breakwater Capital Group$33.4M452,494Added
4Prism Advisors, Inc.$12.5M165,503Trimmed
5Farther Finance Advisors, LLC$11.9M161,853Added
6Cadent Capital Advisors, LLC$10.8M146,091New
7LAWOOD & CO$8.5M115,305Trimmed
8INTEGRATED CAPITAL MANAGEMENT, INC.$5.6M75,383Trimmed
9Intelligence Driven Advisers, LLC$3.6M48,640Trimmed
10Ayalon Insurance Comp Ltd.$3.6M48,513Added
11Cooper Financial Group$1.1M15,464Added
12BOYUM WEALTH ARCHITECTS LLC$1.1M14,994Hold
13M.E. ALLISON & CO., INC.$1.1M15,120Hold
14Emprise Bank$1.0M13,839Hold
15Hamilton Capital, LLC$985,36713,352Trimmed
16Elm3 Financial Group, LLC$893,05412,101Added
17TITLEIST ASSET MANAGEMENT, LLC$743,56410,075Trimmed
18Capital Advisors Wealth Management, LLC$562,5917,623Trimmed
19Retireful, LLC$403,9815,474New
20Balefire, LLC$261,0143,537Trimmed
21GoalVest Advisory LLC$152,2492,063Trimmed
22CoreCap Advisors, LLC$77,2691,047Hold
23Roxbury Financial LLC$23,652320Hold
24Central Pacific Bank - Trust Division$15,793214Added
25Planning Strategies Inc.$13,358181New

Source: SEC Form 13F filings · as of 2026-09-30