Form 13-F position report

J P MORGAN EXCHANGE TRADED F

Reported by Crestwood Advisors Group LLC

JMEE CUSIP 46641Q118 Manager CIK 0001426853

Reported 1,023,610 shares, up 20,260 (2.0%) from the prior quarter.

Reported value 19.2%; share count 2.0% vs. the prior quarter.

Added
% of reported 13F value 1.18% This manager · Q2 2026
Shares 1,023,610 Quarter-end amount reported
Reported value $79,872,196 Fair value at quarter end
Consecutive quarters held 6 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-03-31 63618247
2025-06-30 50916929
2025-09-30 59362044
2025-12-31 64023719
2026-03-31 66993666
2026-06-30 79872196
2026-09-30 75781390

Quarterly position history

How this manager's reported quarter-end position changed over time.

7 quarters
Quarterly reported position history for J P MORGAN EXCHANGE TRADED F held by Crestwood Advisors Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 1,029,917 +6,307 (0.6%) 1.12% $75,781,390 2026-10-27
Q2 2026 Added 1,023,610 +20,260 (2.0%) 1.18% $79,872,196 2026-08-03
Q1 2026 Added 1,003,350 +8,884 (0.9%) 1.13% $66,993,666 2026-05-05
Q4 2025 Added 994,466 +58,599 (6.3%) 1.07% $64,023,719 2026-02-03
Q3 2025 Added 935,867 +75,929 (8.8%) 1.01% $59,362,044 2025-11-07
Q2 2025 Reduced 859,938 -276,508 (-24.3%) 0.91% $50,916,929 2025-08-05
Q1 2025 New 1,136,446 +1,136,446 (0.0%) 1.21% $63,618,247 2025-05-05

Who else reported the position

204 managers reported J P MORGAN EXCHANGE TRADED F for Q2 2026.

Managers reporting J P MORGAN EXCHANGE TRADED F in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
JPMorgan Chase & Co Reduced 9,782,654 -737,312 0.04% $757,862,251 17 qtrs
FMR LLC Added 3,088,420 +682,786 0.01% $240,989,404 17 qtrs
LPL Financial LLC Added 2,260,945 +128,740 0.04% $176,421,518 17 qtrs
Crestwood Advisors Group LLC This report Added 1,023,610 +20,260 1.18% $79,872,196 6 qtrs
Cetera Investment Advisers Added 702,324 +21,569 0.05% $54,802,311 12 qtrs
Syntegra Private Wealth Group LLC Added 633,091 +16,014 3.83% $49,400,093 8 qtrs
JONES FINANCIAL COMPANIES LLLP Added 618,478 +159,065 0.02% $47,820,837 10 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Added 580,188 +17,399 < 0.01% $45,272,092 4 qtrs
GREAT VALLEY ADVISOR GROUP INC Added 571,576 +16,495 0.7% $44,599,812 6 qtrs
ADVISOR GROUP HOLDINGS INC Added 463,387 +47,309 0.04% $36,165,100 17 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 03, 2026
Filing type
13F-HR
Position type
ETF

Voting authority reported

Sole
1,010,610
Shared
13,000
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.