Institutional Ownership
J P Morgan Exchange Traded F
CUSIP 46654Q609ACTIVE GROWTHJGROQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
16.1%
Max % of class reported
Institutional Holders
349
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Oct 11, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Oct 11, 2023 | Truist Financial Corp | 13G/A | 2.9% | 254.6K | SEC |
| 2 | Feb 15, 2023 | Truist Financial Corp | 13G/A | 8.1% | 256.2K | SEC |
| 3 | Jan 6, 2023 | Janney Montgomery Scott LLC | 13G/A | 5.5% | 219.2K | SEC |
| 4 | Nov 9, 2022 | Janney Montgomery Scott LLC | 13G | 12.8% | 156.9K | SEC |
| 5 | Oct 11, 2022 | Truist Financial Corp | 13G | 16.1% | 197.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 13.13M | $1.07B |
| 2 | Lpl Financial LLC | 7.30M | $617.16M |
| 3 | Ameriprise Financial Inc | 4.67M | $394.52M |
| 4 | Captrust Financial Advisors | 4.29M | $362.78M |
| 5 | Raymond James Financial Inc | 3.33M | $281.10M |
| 6 | Jones Financial Companies Lllp | 2.93M | $240.34M |
| 7 | Bank Of America Corp /De/ | 2.23M | $188.61M |
| 8 | Commonwealth Equity Services, LLC | 1.57M | $132.64M |
| 9 | Cwm, LLC | 1.41M | $118.77M |
| 10 | Royal Bank Of Canada | 1.35M | $113.98M |