J P MORGAN EXCHANGE TRADED F (HOLA)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
49
Reporting holders
$151.3M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | $20.1M | 362,634 | 0.44% | 4q | +38.8%+$5.6M |
| Merit Financial Group, LLC | $15.5M | 280,028 | 0.05% | 4q | +78.9%+$6.8M |
| AMERIPRISE FINANCIAL INC | $12.0M | 217,407 | 0.00% | 4q | -49.1%-$11.6M |
| Security National Bank | $11.9M | 214,519 | 1.42% | 3q | -17.5%-$2.5M |
| Private Advisor Group, LLC | $11.8M | 212,735 | 0.05% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $10.2M | 184,895 | 0.52% | 4q | HELD |
| LPL Financial LLC | $9.2M | 166,008 | 0.00% | 4q | +14.7%+$1.2M |
| Valmark Advisers, Inc. | $8.6M | 156,010 | 0.09% | 4q | +9.7%+$764.1K |
| Sterling Investment Advisors, Ltd. | $6.0M | 107,733 | 1.00% | 4q | +3.1%+$176.9K |
| Independent Wealth Advisors LLC | $5.1M | 92,692 | 4.64% | 3q | +7.6%+$361.8K |
| OSAIC HOLDINGS, INC. | $4.8M | 86,555 | 0.01% | 4q | -7.2%-$369.2K |
| Farther Finance Advisors, LLC | $4.0M | 71,472 | 0.03% | 3q | +5.5%+$205.9K |
| ROYAL BANK OF CANADA | $3.1M | 55,495 | 0.00% | 4q | -82.2%-$14.2M |
| Cetera Investment Advisers | $2.8M | 50,817 | 0.00% | 4q | +11.1%+$280.3K |
| Focus Partners Wealth | $2.8M | 50,377 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $2.7M | 48,938 | 0.00% | 4q | -13.8%-$434.3K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $2.2M | 39,934 | 0.45% | 3q | +43.8%+$673.4K |
| JPMORGAN CHASE & CO | $2.1M | 37,513 | 0.00% | 3q | +38.7%+$578.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 34,313 | 0.00% | 4q | -15.1%-$338.5K |
| Baird Financial Group, Inc. | $1.4M | 25,990 | 0.00% | 4q | HELD |
| Investment Partners Asset Management, Inc. | $1.3M | 23,538 | 0.72% | 4q | -1.4%-$18.5K |
| WELLS FARGO & COMPANY/MN | $1.3M | 23,104 | 0.00% | 4q | -62.5%-$2.1M |
| Retirement Planning Group, LLC | $1.2M | 22,531 | 0.03% | 2q | -53.2%-$1.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.2M | 21,727 | 0.02% | 4q | -3.3%-$41.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $857.0K | 15,482 | 0.00% | 3q | +256.8%+$616.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $737.0K | 13,311 | 0.01% | 4q | -14.8%-$127.6K |
| RAYMOND JAMES FINANCIAL INC | $665.5K | 12,019 | 0.00% | 3q | HELD |
| Tradition Wealth Management, LLC | $632.8K | 11,429 | 0.04% | 4q | -4.7%-$31.5K |
| Alaska Wealth Advisors, LLC | $580.2K | 10,478 | 0.06% | 4q | HELD |
| Oak Wealth Advisors LLC | $419.5K | 7,577 | 0.20% | 2q | +76.3%+$181.5K |
| STIFEL FINANCIAL CORP | $414.7K | 7,489 | 0.00% | 4q | +17.8%+$62.6K |
| Stratos Wealth Partners, LTD. | $408.6K | 7,380 | 0.00% | 2q | +28.8%+$91.3K |
| MML INVESTORS SERVICES, LLC | $323.0K | 5,833 | 0.00% | 3q | +16.4%+$45.6K |
| TCFG Investment Advisors, LLC | $292.7K | 5,263 | 0.10% | 2q | HELD |
| Creative Planning | $292.5K | 5,283 | 0.00% | 4q | -28.9%-$118.7K |
| Strategic Blueprint, LLC | $266.5K | 4,813 | 0.01% | 2q | HELD |
| CITADEL ADVISORS LLC | $261.6K | 4,725 | 0.00% | 2q | -44.7%-$211.5K |
| Alaska Permanent Capital Management, LLC | $253.8K | 4,584 | 0.02% | 4q | HELD |
| Beacon Pointe Advisors, LLC | $247.6K | 4,472 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $245.5K | 4,434 | 0.00% | new | NEW |
| Mariner, LLC | $235.2K | 4,248 | 0.00% | 4q | -98.0%-$11.2M |
| High Net Worth Advisory Group LLC | $209.4K | 3,782 | 0.04% | new | NEW |
| Equitable Holdings, Inc. | $206.6K | 3,731 | 0.00% | 2q | -11.6%-$27.0K |
| IFP Advisors, Inc | $164.1K | 2,964 | 0.00% | 4q | +100.0%+$82.1K |
| Integrated Wealth Concepts LLC | $161.9K | 2,924 | 0.00% | new | NEW |
| United Community Bank | $120.1K | 2,169 | 0.04% | 4q | HELD |
| MORGAN STANLEY | $48.8K | 882 | 0.00% | 4q | HELD |
| Ashton Thomas Private Wealth, LLC | $32.8K | 593 | 0.00% | new | NEW |
| Longview Financial Advisors LLC | $12.5K | 226 | 0.01% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $479 | 8,643 | 0.00% | 4q | HELD |
| Capital Analysts, LLC | $314 | 5,674 | 0.01% | 4q | -5.6% |
| Strategic Wealth Advisors LLC | $263 | 5,052 | 0.22% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | $151.3M | 2,733,056 | 6 | 16 | 16 | 0.0% |
| Q1 2026 | 47 | $158.4M | 3,007,831 | 7 | 16 | 11 | 0.0% |
| Q4 2025 | 44 | $143.5M | 2,747,908 | 10 | 18 | 5 | 0.0% |
| Q3 2025 | 36 | $104.8M | 2,031,569 | 36 | 0 | 0 | 0.0% |