J P MORGAN EXCHANGE TRADED F (JADE)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
24
Reporting holders
$26.3M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $10.1M | 127,630 | 0.00% | 9q | -13.0%-$1.5M |
| NATIONAL BANK OF CANADA /FI/ | $2.7M | 34,376 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $2.5M | 31,584 | 0.00% | 2q | -1.5%-$39.8K |
| ROYAL BANK OF CANADA | $1.9M | 23,898 | 0.00% | new | NEW |
| Advisory Alpha, LLC | $1.5M | 18,100 | 0.04% | 2q | +116.8%+$781.2K |
| CITADEL ADVISORS LLC | $1.4M | 17,195 | 0.00% | 2q | +81.7%+$619.7K |
| Cooper Financial Group | $1.2M | 14,948 | 0.10% | 3q | +16.7%+$171.5K |
| ECLECTIC ASSOCIATES INC /ADV | $960.0K | 11,981 | 0.11% | new | NEW |
| Vantus Wealth LLC | $814.8K | 10,169 | 0.44% | 2q | +33.3%+$203.7K |
| Advyzon Investment Management, LLC | $776.1K | 9,686 | 0.06% | 3q | -4.5%-$36.9K |
| 5T Wealth, LLC | $596.4K | 7,443 | 0.22% | 3q | +2.7%+$15.8K |
| Steward Partners Investment Advisory, LLC | $446.1K | 5,567 | 0.00% | 2q | -1.0%-$4.5K |
| OLD MISSION CAPITAL LLC | $373.0K | 4,655 | 0.01% | 2q | -81.7%-$1.7M |
| Farther Finance Advisors, LLC | $364.9K | 4,554 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $355.2K | 4,433 | 0.00% | 2q | +46.4%+$112.7K |
| ENVESTNET ASSET MANAGEMENT INC | $223.2K | 2,786 | 0.00% | new | NEW |
| MORGAN STANLEY | $32.0K | 400 | 0.00% | 3q | HELD |
| UBS Group AG | $14.2K | 177 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $10.6K | 132 | 0.00% | new | NEW |
| 3Chopt Investment Partners, LLC | $8.8K | 110 | 0.00% | 3q | +1.9% |
| LGT Financial Advisors LLC | $8.3K | 103 | 0.04% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $5.4K | 68 | 0.00% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $2.5K | 31 | 0.00% | 2q | HELD |
| Federation des caisses Desjardins du Quebec | $1.4K | 18 | 0.00% | new | NEW |
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 | 24 | $26.3M | 330,044 | 7 | 7 | 5 | 0.0% |
| Q1 2026 | 20 | $19.8M | 303,804 | 10 | 6 | 4 | 0.0% |
| Q4 2025 | 14 | $19.4M | 308,118 | 10 | 1 | 2 | 0.0% |
| Q3 2025 | 3 | $29.4M | 484,840 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 2 | $15.7M | 288,710 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 3 | $14.0M | 290,555 | 0 | 0 | 0 | 0.0% |
| Q4 2024 | 3 | $13.5M | 290,304 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 3 | $24.3M | 488,377 | 0 | 1 | 1 | 0.0% |
| Q2 2024 | 3 | $23.2M | 486,263 | 3 | 0 | 0 | 0.0% |