Stock ownership · SEC 13F · Q4 2025

J P MORGAN EXCHANGE TRADED F

Who owns J P MORGAN EXCHANGE TRADED F (CUSIP 46641Q670)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$68.6M
Reported value
6
Institutions
99%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, J P MORGAN EXCHANGE TRADED F ranks #186 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $68.6M as of Q4 2025, with ownership dominated by its top few institutional owners.

6
institutions hold it
$68.6M
reported 13F value
99%
held by top 5
#186
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, J P MORGAN EXCHANGE TRADED F ranks #186 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46641Q670 · Q4 2025 $69M reported

VALUE-HEAVY · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID

  • VALUE-HEAVY #186/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH ZOETIS
  • ACTIVITY-MID 5 new
  • BOOK-MID 7Q history

Photo-finish peer on reported value: ZOETIS INC

Read with: Ownership concentration guide - J P MORGAN EXCHANGE TRADED F's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · J P MORGAN EXCHANGE TRADED F

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES 20 PLS YEAR · near$70MJ P MORGAN EXCHANGE… · this …$69MZOETIS · near$68MCATERPILLAR · near$68MDEXCOM · near$67M
Aggregate reported institutional value ($)
Largest institutional holders of J P MORGAN EXCHANGE TRADED F
  1. 1
    46 Peaks LLC $28.4M
  2. 2
    TD Capital Management LLC $18.7M
  3. 3
    FLOYD FINANCIAL GROUP LLC $10.3M
  4. 4
    Financially in Tune, LLC $9.5M
  5. 5
    Nolet Wealth Management, LLC $1.1M
  6. 6
    Anchor Investment Management, LLC $507K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a J P MORGAN EXCHANGE TRADED F position has risen from 2 to 6 over the last 7 quarters of 13F filings.

02468 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 6
Distinct 13F filers holding J P MORGAN EXCHANGE TRADED F, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 46 Peaks LLC 597,915 $28.4M 41.4%
2 TD Capital Management LLC 395,905 $18.7M 27.3%
3 FLOYD FINANCIAL GROUP LLC 215,805 $10.3M 15.1%
4 Financially in Tune, LLC 199,702 $9.5M 13.8%
5 Nolet Wealth Management, LLC 23,742 $1.1M 1.6%
6 Anchor Investment Management, LLC 10,703 $507K 0.7%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among J P MORGAN EXCHANGE TRADED F's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (5)

46 Peaks LLC $28.4M
FLOYD FINANCIAL GROUP LLC $10.3M
Financially in Tune, LLC $9.5M
Nolet Wealth Management, LLC $1.1M
Anchor Investment Management, LLC $507K

Complete exits (1)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold J P MORGAN EXCHANGE TRADED F?▼
J P MORGAN EXCHANGE TRADED F is held by 6 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does J P MORGAN EXCHANGE TRADED F sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, J P MORGAN EXCHANGE TRADED F ranks #186 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of J P MORGAN EXCHANGE TRADED F?▼
Institutions report $68.6M of J P MORGAN EXCHANGE TRADED F as of Q4 2025.
How concentrated is ownership of J P MORGAN EXCHANGE TRADED F?▼
The top five institutional holders account for 99% of the reported institutional value in J P MORGAN EXCHANGE TRADED F, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of J P MORGAN EXCHANGE TRADED F?▼
46 Peaks LLC is the largest reported holder of J P MORGAN EXCHANGE TRADED F with $28.4M across 597,915 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for J P MORGAN EXCHANGE TRADED F: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($68.6M here).

ZOETIS INC $68.0M CATERPILLAR INC $68.0M DEXCOM INC $67.5M ISHARES 20 PLS YEAR $69.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

AKAMAI TECHNOLOGIES INC 6 ALEXANDRIA REAL ESTATE EQ IN 6 ALLETE INC 6 ALLIANCEBERNSTEIN HLDG L P 6

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.