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JADE — J P MORGAN EXCHANGE TRADED F

Reported value held$11.49M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)4
Institutional value$11.49M · 145.40K sh
New / Add / Cut / Exit2 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +1374.5% (+135.54K sh)
Institutional value change Up +1657.2%

As of Q2 2026, 4 SEC-registered investment managers reported holding JADE (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $11.49M across 145.40K shares. That is +1374.5% by share count (+135.54K shares) versus the previous quarter, while reported value moved +1657.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 127.63K $10.06M 0.00% New
Citadel Advisors history 17.20K $1.38M 0.00% Add
Morgan Stanley history 400 $32.05K 0.00% Hold
UBS Group AG history 177 $14.18K 0.00% New

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 9.46K $627.09K 0.00% New
Morgan Stanley history 400 $26.51K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 215.85K $13.57M 0.00% Add
Morgan Stanley history 508 $31.94K 0.00% New
UBS Group AG history 128 $8.05K 0.00% Add

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $12.12M 0.00% Hold
UBS Group AG history 25 $1.51K 0.00% New

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $10.88M 0.00% Hold
JPMorgan Chase & Co history 200.00K $10.88M 0.00% Hold

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 200.00K $9.63M 0.00% Hold
JPMorgan Chase & Co history 200.00K $9.63M 0.00% Hold
UBS Group AG history 105 $5.05K 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
JPMorgan Chase & Co 127.63K — 215.85K 200.00K 200.00K 200.00K 200.00K 200.00K 200.00K
Citadel Advisors 17.20K 9.46K — — — — — — —
Morgan Stanley 400 400 508 — — — — — —
UBS Group AG 177 — 128 25 — 105 105 39 95

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