J P Morgan Exchange Traded FETF

13F holders, Q2 2024 (June 30)
7holders
2new positions
2sold out
$44.77avg. 13F price*

At the end of Q2 2024, 7 institutions reported holding J P Morgan Exchange Traded F in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($19.2M), Retirement Capital Strategies ($452K) and Coldstream Capital Management Inc. ($281K).

Company
J P Morgan Exchange Traded F
CUSIP
46641Q142
Latest filing quarter
Q3 2025

History

Number of 13F holders

02468 Q1 2024: 7Q1 2024Q2 2024: 7Q2 2024Q3 2024: 8Q3 2024Q4 2024: 5Q4 2024Q1 2025: 3Q1 2025Q2 2025: 6Q2 2025Q3 2025: 7Q3 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$455K
Exits2$502K

All 13F filers, Q1 2024 → Q2 2024: 10,169 shares bought and 31,474 shares sold, net −21,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

JPMorgan Chase & Co. 0.00% Reduce -4.4% 430,000 $19.2M
Retirement Capital Strategies 0.18% New 10,089 $452K
Coldstream Capital Management Inc. 0.01% No change 6,266 $281K
Royal Bank of Canada 0.00% No change 400 $18K
UBS Group AG 0.00% New 80 $4K
Osaic Holdings, Inc. 0.00% No change 66 $3K
Morgan Stanley 0.00% No change 1 $71

"% of holder's portfolio" is J P MORGAN EXCHANGE TRADED F's weight in each manager's 13F, not the share of J P Morgan Exchange Traded F the manager owns.