J P MORGAN EXCHANGE TRADED F (JAVA)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
266
Reporting holders
$6.2B
Reported value
0.0%
Held as options
+12
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 | $1.6B | 20,570,939 | 0.09% | 19q | -4.7%-$80.2M |
| Dynasty Wealth Management, LLC | $718.9M | 9,053,209 | 5.34% | 6q | +10.4%+$67.9M |
| LPL Financial LLC | $573.9M | 7,226,489 | 0.13% | 15q | +8.1%+$42.8M |
| SAGESPRING WEALTH PARTNERS, LLC | $411.9M | 5,187,608 | 6.33% | 6q | +8.9%+$33.5M |
| OpenArc Corporate Advisory, LLC | $211.3M | 2,660,580 | 2.51% | 3q | +13.8%+$25.6M |
| AMERIPRISE FINANCIAL INC | $201.7M | 2,539,213 | 0.04% | 9q | -53.7%-$233.8M |
| Cetera Investment Advisers | $149.2M | 1,879,375 | 0.14% | 15q | +5.1%+$7.2M |
| MORGAN STANLEY | $134.0M | 1,688,045 | 0.01% | 15q | -9.7%-$14.4M |
| ROYAL BANK OF CANADA | $103.8M | 1,306,578 | 0.02% | 15q | +8.9%+$8.5M |
| ENVESTNET ASSET MANAGEMENT INC | $89.0M | 1,121,325 | 0.02% | 15q | -6.6%-$6.3M |
| JONES FINANCIAL COMPANIES LLLP | $83.3M | 1,054,640 | 0.03% | 10q | +19.2%+$13.4M |
| Avior Wealth Management, LLC | $75.9M | 956,185 | 2.00% | 16q | -2.2%-$1.7M |
| PNC Financial Services Group, Inc. | $73.9M | 930,344 | 0.04% | 9q | -4.4%-$3.4M |
| STEPH & CO | $72.5M | 912,599 | 18.35% | 10q | HELD |
| ORRSTOWN FINANCIAL SERVICES INC | $68.7M | 864,654 | 10.19% | 7q | +1.9%+$1.3M |
| GREAT VALLEY ADVISOR GROUP, INC. | $65.7M | 827,129 | 1.04% | 6q | +4.6%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $58.4M | 735,629 | 0.02% | 7q | +35.2%+$15.2M |
| BANK OF AMERICA CORP /DE/ | $58.0M | 730,947 | 0.00% | 10q | -58.7%-$82.6M |
| Vestmark Advisory Solutions, Inc. | $55.9M | 703,546 | 0.52% | 15q | -35.9%-$31.3M |
| Kestra Advisory Services, LLC | $52.3M | 658,701 | 0.17% | 18q | +6.9%+$3.4M |
| CI INVESTMENTS INC. | $50.4M | 634,876 | 0.16% | 15q | +15.9%+$6.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $49.3M | 620,924 | 0.06% | 17q | -25.8%-$17.2M |
| Private Advisor Group, LLC | $46.9M | 591,136 | 0.22% | 12q | +25.2%+$9.5M |
| Northwest Financial Advisors | $45.1M | 567,601 | 5.99% | new | NEW |
| OSAIC HOLDINGS, INC. | $44.6M | 561,090 | 0.05% | 17q | +37.1%+$12.1M |
| Convergence Financial, LLC | $43.8M | 552,018 | 3.49% | 11q | +56.8%+$15.9M |
| FSM Wealth Advisors, LLC | $43.7M | 550,530 | 4.66% | 16q | +4.9%+$2.0M |
| Intellus Advisors LLC | $38.9M | 490,286 | 4.73% | 7q | +1.8%+$688.4K |
| UNIQUE WEALTH, LLC | $37.4M | 470,589 | 4.35% | 6q | +17.9%+$5.7M |
| WNY Asset Management, LLC | $36.1M | 455,055 | 3.23% | 15q | HELD |
| Focus Partners Wealth | $34.1M | 428,827 | 0.03% | 7q | -0.9%-$312.6K |
| DAYMARK WEALTH PARTNERS, LLC | $32.1M | 404,169 | 0.78% | 15q | -6.5%-$2.2M |
| STIFEL FINANCIAL CORP | $31.3M | 394,605 | 0.03% | 15q | HELD |
| WealthPlan Investment Management, LLC | $30.2M | 380,934 | 1.50% | 5q | +16.9%+$4.4M |
| Americana Partners, LLC | $30.1M | 378,711 | 0.68% | 12q | HELD |
| Arlington Financial Advisors, LLC | $29.7M | 374,162 | 3.77% | 12q | +1.6%+$464.2K |
| Rockefeller Capital Management L.P. | $27.4M | 344,898 | 0.04% | 4q | +0.9%+$233.5K |
| EXCHANGE TRADED CONCEPTS, LLC | $24.7M | 311,202 | 0.06% | 7q | +115.8%+$13.3M |
| UBS Group AG | $24.5M | 308,402 | 0.00% | 14q | HELD |
| Centerline Wealth Advisors, LLC | $24.2M | 305,286 | 7.60% | 5q | +5.4%+$1.2M |
| Triangle Securities Wealth Management | $20.1M | 253,006 | 3.99% | 12q | +1.9%+$382.3K |
| Confluence Wealth Services, Inc. | $19.6M | 246,308 | 0.56% | 3q | +15.5%+$2.6M |
| Integrated Wealth Concepts LLC | $19.5M | 245,853 | 0.10% | 13q | -6.6%-$1.4M |
| Prism Advisors, Inc. | $19.3M | 242,984 | 4.69% | 6q | -0.8%-$150.4K |
| Storen Legacy Partners, LLC | $19.2M | 242,201 | 5.24% | 2q | +8.5%+$1.5M |
| DAVENPORT & Co LLC | $19.1M | 240,777 | 0.09% | 13q | +77.2%+$8.3M |
| WELLS FARGO & COMPANY/MN | $19.0M | 239,863 | 0.00% | 12q | -48.3%-$17.8M |
| Sanctuary Advisors, LLC | $16.4M | 207,083 | 0.08% | 9q | +13.8%+$2.0M |
| GILL CAPITAL PARTNERS, LLC | $14.5M | 182,052 | 3.83% | 7q | +1.3%+$182.8K |
| ARQ WEALTH ADVISORS, LLC | $14.4M | 179,615 | 1.78% | 12q | +17.1%+$2.1M |
| Concurrent Investment Advisors, LLC | $14.1M | 177,120 | 0.12% | 8q | +6.7%+$882.4K |
| BCGM Wealth Management, LLC | $13.9M | 174,732 | 2.93% | 11q | -16.3%-$2.7M |
| NewEdge Advisors, LLC | $13.1M | 164,361 | 0.04% | 14q | +17.7%+$2.0M |
| KEYVANTAGE WEALTH, LLC | $12.5M | 156,919 | 4.71% | 7q | +7.9%+$909.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.3M | 142,735 | 0.00% | 2q | HELD |
| Rehmann Capital Advisory Group | $11.2M | 138,442 | 0.51% | 3q | +12.4%+$1.2M |
| Geneos Wealth Management Inc. | $10.3M | 129,247 | 0.21% | 10q | +1.6%+$160.5K |
| BENJAMIN EDWARDS INC | $9.5M | 119,711 | 0.09% | 8q | +2.1%+$192.3K |
| MML INVESTORS SERVICES, LLC | $9.5M | 119,394 | 0.02% | 15q | +3.6%+$332.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 118,452 | 0.01% | 8q | +8.3%+$717.0K |
| Resolute Wealth Strategies, LLC | $9.3M | 116,560 | 3.59% | 10q | +4.0%+$353.7K |
| MN Wealth Advisors, LLC | $8.3M | 104,126 | 3.52% | 11q | -12.8%-$1.2M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $7.9M | 99,492 | 0.15% | 2q | -79.9%-$31.5M |
| Cyndeo Wealth Partners, LLC | $7.4M | 93,194 | 0.35% | 6q | +11.3%+$749.3K |
| SIMA Wealth Partners, LLC | $7.4M | 92,826 | 5.22% | 4q | -2.0%-$152.1K |
| MARSHALL WACE, LLP | $6.7M | 84,252 | 0.01% | new | NEW |
| Perigon Wealth Management, LLC | $6.5M | 82,266 | 0.10% | 11q | +3.3%+$208.9K |
| Triad Wealth Partners, LLC | $6.0M | 72,757 | 0.35% | 7q | +4.9%+$279.6K |
| SUMMITPOINT CAPITAL MANAGEMENT | $5.9M | 73,974 | 6.33% | 2q | +21.1%+$1.0M |
| Gemmer Asset Management LLC | $5.7M | 72,368 | 0.39% | 9q | -1.5%-$88.9K |
| HighTower Advisors, LLC | $5.7M | 72,051 | 0.01% | 11q | +1.3%+$72.8K |
| HARBOUR INVESTMENTS, INC. | $5.7M | 72,035 | 0.08% | 15q | +7.4%+$393.7K |
| Arkadios Wealth Advisors | $5.7M | 71,999 | 0.09% | 9q | +2.3%+$129.2K |
| WCG Wealth Advisors LLC | $5.6M | 70,588 | 0.13% | 9q | -83.9%-$29.2M |
| Composition Wealth, LLC | $5.5M | 69,783 | 0.06% | 5q | -1.7%-$96.5K |
| Perennial Investment Advisors, LLC | $5.4M | 68,416 | 0.36% | 6q | -17.5%-$1.2M |
| GGM Financial LLC | $5.2M | 65,487 | 1.97% | 9q | -2.5%-$134.1K |
| FAGAN ASSOCIATES, INC. | $5.2M | 65,108 | 0.64% | 8q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.8M | 60,005 | 0.01% | 12q | -37.1%-$2.8M |
| 5T Wealth, LLC | $4.7M | 59,413 | 1.76% | 7q | -3.3%-$162.4K |
| Merited Wealth, LLC | $4.7M | 59,352 | 3.33% | 3q | +90.0%+$2.2M |
| CAPTRUST FINANCIAL ADVISORS | $4.7M | 59,303 | 0.01% | 16q | -7.4%-$377.0K |
| Western Wealth Management, LLC | $4.6M | 57,447 | 0.15% | 6q | -5.9%-$286.1K |
| CIBC WORLD MARKET INC. | $4.3M | 54,520 | 0.01% | 3q | +210.6%+$2.9M |
| WealthPLAN Partners, LLC | $4.2M | 53,155 | 0.81% | 3q | +94.1%+$2.0M |
| Denver PWM, LLC | $4.2M | 50,176 | 1.38% | 9q | -4.5%-$197.4K |
| Gladstone Institutional Advisory LLC | $4.2M | 52,961 | 0.13% | 12q | +7.5%+$292.3K |
| CMH Wealth Management LLC | $4.1M | 51,550 | 0.62% | 15q | +8.5%+$320.0K |
| Equitable Holdings, Inc. | $4.0M | 49,835 | 0.02% | 14q | -39.8%-$2.6M |
| Ascent Group, LLC | $3.8M | 48,460 | 0.12% | 12q | -2.9%-$116.0K |
| FIRST NATIONAL BANK OF OMAHA | $3.6M | 45,866 | 0.10% | 3q | +14.8%+$471.3K |
| Worth Financial Advisory Group, LLC | $3.6M | 45,661 | 1.51% | new | NEW |
| Pinnacle Financial Partners, Inc. | $3.3M | 41,775 | 0.02% | 3q | -4.6%-$160.5K |
| Bluespring Wealth Management, LLC | $3.3M | 41,552 | 0.06% | new | NEW |
| Quotient Wealth Partners, LLC | $3.0M | 38,040 | 0.07% | 6q | +12.1%+$327.0K |
| Compass Wealth Management, LLC/GA | $2.8M | 35,667 | 1.13% | 5q | -2.4%-$70.9K |
| WBH ADVISORY INC | $2.7M | 34,565 | 0.18% | 5q | +3.7%+$98.5K |
| Global Retirement Partners, LLC | $2.7M | 34,310 | 0.04% | 12q | -60.9%-$4.3M |
| Merit Financial Group, LLC | $2.6M | 32,218 | 0.01% | 5q | +50.0%+$852.5K |
| Hopwood Nicholas Hunter | $2.5M | 31,220 | 0.68% | 3q | -12.0%-$336.9K |
Showing the largest 100 of 274 reported holders.
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 | 266 | $6.2B | 78,342,959 | 32 | 101 | 78 | 0.0% |
| Q1 2026 | 254 | $5.8B | 81,057,467 | 30 | 113 | 68 | 0.0% |
| Q4 2025 | 241 | $4.7B | 66,665,888 | 28 | 104 | 60 | 0.0% |
| Q3 2025 | 210 | $4.9B | 72,190,242 | 16 | 98 | 58 | 0.0% |
| Q2 2025 | 213 | $3.4B | 51,313,582 | 26 | 101 | 58 | 0.0% |
| Q1 2025 | 193 | $2.9B | 46,343,983 | 28 | 97 | 37 | 0.0% |
| Q4 2024 | 178 | $1.9B | 30,076,020 | 24 | 86 | 21 | 0.0% |
| Q3 2024 | 141 | $1.3B | 20,236,436 | 12 | 76 | 26 | 0.0% |
| Q2 2024 | 140 | $945.3M | 15,953,263 | 22 | 70 | 29 | 0.0% |
| Q1 2024 | 123 | $889.6M | 14,858,987 | 24 | 59 | 26 | 0.0% |
| Q4 2023 | 102 | $618.0M | 11,111,407 | 18 | 54 | 15 | 0.0% |
| Q3 2023 | 83 | $395.4M | 7,729,052 | 23 | 39 | 9 | 0.0% |
| Q2 2023 | 59 | $270.8M | 5,094,183 | 11 | 28 | 15 | 0.0% |
| Q1 2023 | 58 | $204.8M | 3,979,624 | 20 | 24 | 9 | 0.0% |
| Q4 2022 | 39 | $177.0M | 3,455,934 | 25 | 7 | 2 | 0.0% |
| Q3 2022 | 20 | $89.4M | 1,951,917 | 11 | 6 | 1 | 0.0% |
| Q2 2022 | 10 | $31.8M | 666,193 | 6 | 2 | 2 | 0.0% |
| Q1 2022 | 4 | $28.1M | 521,348 | 3 | 0 | 1 | 0.0% |
| Q4 2021 | 1 | $26.2M | 500,000 | 1 | 0 | 0 | 0.0% |