J P MORGAN EXCHANGE TRADED F
Reported by Northwest Financial Advisors
Reported 1,319,025 shares, up 796 (0.1%) from the prior quarter.
Reported value -4.4%; share count 0.1% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2024-06-30 | 545020 |
| 2024-09-30 | 1089018 |
| 2024-12-31 | 1574795 |
| 2025-03-31 | 2169198 |
| 2025-06-30 | 2246229 |
| 2025-09-30 | 2295843 |
| 2025-12-31 | 0 |
| 2026-03-31 | 609382 |
| 2026-06-30 | 70525500 |
| 2026-09-30 | 67428553 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 1,319,025 | +796 (0.1%) | 9.07% | $67,428,553 | 2026-10-27 | |
| Q2 2026 | Added | 1,318,229 | +1,306,896 (11531.8%) | 9.38% | $70,525,500 | 2026-07-27 | |
| Q1 2026 | New | 11,333 | +11,333 (0.0%) | 1.18% | $609,382 | 2026-04-24 | |
| Q4 2025 | Reduced | 0 | -42,390 (-100.0%) | 0 | $0 | 2026-01-26 | |
| Q3 2025 | Added | 42,390 | +475 (1.1%) | 2.95% | $2,295,843 | 2025-11-06 | |
| Q2 2025 | Added | 41,915 | +1,384 (3.4%) | 3.13% | $2,246,229 | 2025-08-04 | |
| Q1 2025 | Added | 40,531 | +10,391 (34.5%) | 1.8% | $2,169,198 | 2025-04-11 | |
| Q4 2024 | Added | 30,140 | +10,213 (51.3%) | 1.3% | $1,574,795 | 2025-01-22 | |
| Q3 2024 | Added | 19,927 | +9,496 (91.0%) | 0.87% | $1,089,018 | 2024-11-13 | |
| Q2 2024 | New | 10,431 | +10,431 (0.0%) | 0.55% | $545,020 | 2024-08-13 |
Who else reported the position
137 managers reported J P MORGAN EXCHANGE TRADED F for Q3 2026 so far.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BALDWIN BROTHERS LLC MA | Added | 1,486,872 | +16,775 | 5.01% | $76,008,897 | 8 qtrs |
| Northwest Financial Advisors This report | Added | 1,319,025 | +796 | 9.07% | $67,428,553 | 10 qtrs |
| Peterson Wealth Advisors LLC | Added | 993,000 | +62,947 | 5.89% | $50,762,158 | 10 qtrs |
| LVZ Inc | Reduced | 964,705 | -203 | 5.06% | $49,315,744 | 8 qtrs |
| Arlington Financial Advisors LLC | Added | 731,523 | +12,060 | 4.7% | $37,395,456 | 4 qtrs |
| Intrua Financial LLC | Reduced | 719,176 | -23,302 | 3.44% | $36,764,251 | 10 qtrs |
| LIFELONG WEALTH ADVISORS INC | Added | 715,299 | +16,229 | 8.47% | $36,566,061 | 6 qtrs |
| Essex LLC | Reduced | 670,529 | -127,637 | 5.19% | $34,277,441 | 6 qtrs |
| Concurrent Investment Advisors LLC | Added | 619,173 | +610,094 | 0.22% | $31,652,134 | 3 qtrs |
| CGC Financial Services LLC | Added | 572,158 | +16,533 | 6.49% | $29,248,717 | 6 qtrs |
Filing details and methodology As reported
- Report period
- September 30, 2026
- Filed
- October 27, 2026
- Filing type
- 13F-HR
- Position type
- ACTIVE BOND ETF
Voting authority reported
- Sole
- 5,204
- Shared
- 0
- None
- 1,313,821
“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.