JTEK — J P Morgan Exchange Traded F Institutional Holders · Q3 2026
Who owns J P Morgan Exchange Traded F (JTEK)? 8 institutions reported holding $5.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valley Wealth Managers, Inc. ($3.4M), Cooper Financial Group ($713,958), Avidian Wealth Enterprises, LLC ($524,797).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | VALLEY WEALTH MANAGERS, INC. | $3.4M | 32,376 | Added |
| 2 | Cooper Financial Group | $713,958 | 6,787 | Trimmed |
| 3 | Avidian Wealth Enterprises, LLC | $524,797 | 4,989 | Hold |
| 4 | LEGACY SOLUTIONS, LLC | $262,567 | 2,496 | Added |
| 5 | Farther Finance Advisors, LLC | $155,899 | 1,482 | Added |
| 6 | STEPH & CO | $136,754 | 1,300 | Hold |
| 7 | Bangor Savings Bank | $27,456 | 261 | Hold |
| 8 | GILPIN WEALTH MANAGEMENT, LLC | $9,678 | 92 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30