J P MORGAN EXCHANGE TRADED F (JBND)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
317
Reporting holders
$6.9B
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.1B | 20,847,585 | 0.25% | 9q | +23.4%+$211.8M |
| Allworth Financial LP | $486.9M | 9,101,672 | 2.07% | 3q | +48.5%+$159.0M |
| AMERIPRISE FINANCIAL INC | $420.1M | 7,852,779 | 0.08% | 4q | -32.4%-$201.4M |
| JPMORGAN CHASE & CO | $373.4M | 6,946,476 | 0.02% | 11q | +19.6%+$61.3M |
| CAPTRUST FINANCIAL ADVISORS | $325.1M | 6,077,220 | 0.50% | 4q | +18.2%+$50.1M |
| Cetera Investment Advisers | $285.1M | 5,328,568 | 0.26% | 8q | +39.0%+$79.9M |
| ENVESTNET ASSET MANAGEMENT INC | $272.8M | 5,099,381 | 0.06% | 10q | +38.5%+$75.9M |
| BANK OF AMERICA CORP /DE/ | $238.2M | 4,453,121 | 0.02% | 5q | +5.4%+$12.3M |
| Private Advisor Group, LLC | $208.4M | 3,894,546 | 0.95% | 8q | +9.5%+$18.1M |
| ROYAL BANK OF CANADA | $148.1M | 2,768,570 | 0.02% | 11q | +13.3%+$17.4M |
| RAYMOND JAMES FINANCIAL INC | $145.7M | 2,724,250 | 0.04% | 6q | +8.6%+$11.5M |
| Summit Financial, LLC | $93.8M | 1,753,766 | 1.03% | 4q | +5.4%+$4.8M |
| Bridgewater Advisors Inc. | $90.6M | 1,722,643 | 4.94% | 4q | +6.2%+$5.3M |
| JONES FINANCIAL COMPANIES LLLP | $89.4M | 1,665,734 | 0.04% | 8q | +30.9%+$21.1M |
| Diversified Portfolios, Inc. | $84.7M | 1,583,948 | 6.15% | 9q | -20.3%-$21.6M |
| MML INVESTORS SERVICES, LLC | $80.4M | 1,502,729 | 0.16% | 8q | +19.7%+$13.3M |
| Vestmark Advisory Solutions, Inc. | $80.1M | 1,496,955 | 0.75% | 3q | HELD |
| BALDWIN WEALTH PARTNERS LLC/MA | $78.7M | 1,470,097 | 5.14% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $77.4M | 1,446,588 | 0.01% | 4q | -46.1%-$66.1M |
| Berger Financial Group, Inc | $76.6M | 1,431,811 | 3.91% | 10q | -0.8%-$639.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $70.8M | 1,323,132 | 0.09% | 11q | -16.1%-$13.6M |
| Northwest Financial Advisors | $70.5M | 1,318,229 | 9.38% | 2q | +11531.8%+$69.9M |
| IAG Wealth Partners, LLC | $59.6M | 1,114,649 | 5.90% | 8q | HELD |
| StoneX Group Inc. | $55.3M | 1,032,908 | 2.23% | 7q | +27.9%+$12.1M |
| LVZ, Inc. | $51.6M | 964,908 | 5.24% | 7q | HELD |
| Peterson Wealth Advisors, LLC | $49.8M | 930,053 | 5.88% | 9q | +4.1%+$2.0M |
| Larson Financial Group LLC | $46.7M | 872,511 | 1.23% | 9q | +20.4%+$7.9M |
| OSAIC HOLDINGS, INC. | $43.4M | 811,131 | 0.05% | 11q | +75.0%+$18.6M |
| Essex LLC | $42.7M | 798,166 | 6.48% | 5q | +19.1%+$6.8M |
| Dynasty Wealth Management, LLC | $40.4M | 755,090 | 0.30% | 4q | +11.5%+$4.2M |
| Intrua Financial, LLC | $39.7M | 742,478 | 3.64% | 9q | +1.8%+$702.3K |
| Arlington Financial Advisors, LLC | $38.5M | 719,463 | 4.89% | 3q | +2.9%+$1.1M |
| Lifelong Wealth Advisors, Inc. | $37.4M | 699,070 | 8.79% | 5q | +4.4%+$1.6M |
| UBS Group AG | $36.0M | 673,309 | 0.00% | 3q | +16.4%+$5.1M |
| Pallas Capital Advisors LLC | $35.8M | 669,152 | 1.10% | 11q | +6.9%+$2.3M |
| Spire Wealth Management | $33.9M | 633,749 | 1.02% | 7q | -2.7%-$923.4K |
| HARBOUR INVESTMENTS, INC. | $31.9M | 595,638 | 0.43% | 7q | -1.8%-$567.9K |
| NewEdge Wealth, LLC | $30.4M | 568,422 | 0.30% | 6q | -1.5%-$478.1K |
| CGC Financial Services, LLC | $29.7M | 555,625 | 6.69% | 5q | +2.9%+$842.6K |
| D.A. DAVIDSON & CO. | $29.6M | 553,389 | 0.16% | 6q | +2.8%+$809.9K |
| FMR LLC | $28.9M | 539,886 | 0.00% | 7q | HELD |
| OpenArc Corporate Advisory, LLC | $27.2M | 508,429 | 0.32% | 3q | +18.4%+$4.2M |
| MEANS INVESTMENT CO., INC. | $25.3M | 473,636 | 1.91% | 9q | +9.7%+$2.2M |
| EP Wealth Advisors, LLC | $21.0M | 393,303 | 0.08% | new | NEW |
| Global Retirement Partners, LLC | $20.9M | 389,817 | 0.32% | 5q | +121.2%+$11.4M |
| KWB Wealth | $20.8M | 388,588 | 1.78% | 7q | +42.7%+$6.2M |
| Mariner, LLC | $20.2M | 377,534 | 0.02% | 7q | -21.9%-$5.7M |
| Integrated Wealth Concepts LLC | $19.7M | 368,634 | 0.10% | 6q | +54.4%+$7.0M |
| Pine Valley Investments Ltd Liability Co | $19.4M | 362,470 | 0.77% | 9q | +10.7%+$1.9M |
| Vawter Financial, Ltd. | $19.3M | 360,261 | 7.26% | 10q | -47.7%-$17.6M |
| AdvisorNet Financial, Inc | $19.2M | 358,635 | 0.88% | 5q | +174.7%+$12.2M |
| Capital Investment Advisory Services, LLC | $19.0M | 355,627 | 1.17% | 10q | -6.6%-$1.3M |
| Royal Harbor Partners, LLC | $19.0M | 355,465 | 5.89% | 11q | +11.8%+$2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $18.9M | 352,993 | 0.00% | 2q | HELD |
| Ocean Park Asset Management, LLC | $18.8M | 351,700 | 0.91% | 4q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $18.7M | 349,709 | 0.29% | 5q | +1.5%+$280.8K |
| HighTower Advisors, LLC | $18.5M | 346,499 | 0.02% | 8q | +5.0%+$881.4K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $18.3M | 342,235 | 2.49% | 4q | +4.3%+$759.6K |
| Choice Wealth Advisors LLC | $18.2M | 341,073 | 6.40% | 2q | +4.0%+$703.6K |
| NewEdge Advisors, LLC | $17.8M | 332,801 | 0.05% | 7q | +39.6%+$5.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $17.5M | 327,524 | 0.19% | 7q | +2.8%+$483.6K |
| Eldridge Investment Advisors, Inc. | $17.2M | 322,418 | 3.42% | 6q | +8.3%+$1.3M |
| Clear Trail Advisors, LLC | $16.2M | 302,710 | 2.47% | 2q | +10.4%+$1.5M |
| Echo Wealth Management, LLC | $15.6M | 291,117 | 7.95% | 3q | +8.2%+$1.2M |
| CGN Advisors LLC | $15.5M | 290,493 | 1.13% | 9q | -0.8%-$123.4K |
| Pinnacle Wealth Management, LLC | $15.3M | 285,453 | 9.46% | 6q | HELD |
| WBH ADVISORY INC | $15.2M | 284,435 | 1.02% | 7q | +13.1%+$1.8M |
| Independence Asset Advisors, LLC | $14.9M | 279,411 | 3.89% | 3q | HELD |
| Equitable Holdings, Inc. | $14.4M | 269,003 | 0.09% | 8q | +7.2%+$968.9K |
| Savvy Advisors, Inc. | $13.7M | 256,492 | 0.29% | 5q | +19.0%+$2.2M |
| Capital Advisors Wealth Management, LLC | $12.6M | 235,617 | 1.48% | 4q | +3.4%+$415.7K |
| Argo Wealth Advisory, LLC | $12.4M | 231,442 | 6.83% | 3q | +1.3%+$153.3K |
| Cobblestone Asset Management LLC | $12.3M | 230,251 | 5.14% | 7q | +29.5%+$2.8M |
| OLD MISSION CAPITAL LLC | $12.1M | 226,768 | 0.19% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $12.0M | 223,369 | 1.57% | 2q | +0.9%+$103.5K |
| &PARTNERS | $11.9M | 222,797 | 0.05% | 4q | +1.6%+$184.2K |
| Per Stirling Capital Management, LLC. | $11.5M | 215,218 | 1.09% | new | NEW |
| Ruggaard & Associates LLC | $11.4M | 213,405 | 4.10% | 9q | +2.1%+$234.6K |
| Citizens Business Bank | $11.1M | 206,667 | 1.66% | 5q | -3.5%-$406.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.0M | 205,486 | 0.17% | 7q | -9.9%-$1.2M |
| Simplicity Wealth,LLC | $10.4M | 195,021 | 0.35% | 3q | +2893.0%+$10.1M |
| MAGNOLIA CAPITAL ADVISORS LLC | $9.6M | 179,599 | 1.65% | 2q | +42.9%+$2.9M |
| AGH Wealth Advisors, LLC | $9.5M | 177,406 | 5.99% | 7q | +7.0%+$619.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $9.5M | 177,390 | 0.15% | 9q | +20.3%+$1.6M |
| Financial Planning Navigators CORP | $9.3M | 174,507 | 3.49% | 3q | +10.5%+$886.5K |
| Farther Finance Advisors, LLC | $9.3M | 173,533 | 0.07% | 7q | +58.9%+$3.4M |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | $9.2M | 172,210 | 2.21% | 8q | HELD |
| CreativeOne Wealth, LLC | $9.2M | 172,124 | 0.20% | 3q | +9.1%+$768.2K |
| Essex Financial Services, Inc. | $8.8M | 164,667 | 0.44% | 10q | -3.4%-$305.8K |
| Prospera Financial Services Inc | $8.4M | 156,403 | 0.12% | 6q | +13.0%+$962.1K |
| Guided Capital Wealth Management, LLC | $8.4M | 156,105 | 4.88% | 6q | -3.9%-$335.2K |
| MGO ONE SEVEN LLC | $8.1M | 150,699 | 0.13% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.1M | 151,955 | 0.01% | 8q | +11.8%+$848.7K |
| IHT Wealth Management, LLC | $8.0M | 149,198 | 0.17% | 4q | +15.4%+$1.1M |
| Centurion Wealth Management LLC | $7.8M | 145,927 | 1.87% | 8q | -18.7%-$1.8M |
| STIFEL FINANCIAL CORP | $7.8M | 145,623 | 0.01% | 5q | +7.4%+$533.7K |
| Baird Financial Group, Inc. | $7.5M | 139,265 | 0.01% | 9q | +8.6%+$589.6K |
| Cooper Financial Group | $7.4M | 137,654 | 0.61% | 11q | +3.5%+$250.9K |
| Sanctuary Advisors, LLC | $7.4M | 137,564 | 0.03% | 5q | +16.6%+$1.0M |
| Goldstone Financial Group, LLC | $7.3M | 137,192 | 0.67% | 7q | -28.2%-$2.9M |
Showing the largest 100 of 326 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 | 317 | $6.9B | 128,214,421 | 45 | 171 | 67 | 0.0% |
| Q1 2026 | 299 | $6.4B | 118,424,989 | 48 | 177 | 49 | 0.0% |
| Q4 2025 | 263 | $4.6B | 84,918,841 | 57 | 147 | 23 | 0.0% |
| Q3 2025 | 204 | $2.8B | 52,460,528 | 44 | 113 | 28 | 0.0% |
| Q2 2025 | 167 | $1.8B | 33,838,157 | 45 | 80 | 33 | 0.0% |
| Q1 2025 | 133 | $1.3B | 25,077,365 | 36 | 54 | 29 | 0.0% |
| Q4 2024 | 108 | $882.0M | 16,877,237 | 45 | 44 | 9 | 0.0% |
| Q3 2024 | 64 | $509.9M | 9,350,442 | 21 | 38 | 2 | 0.0% |
| Q2 2024 | 45 | $269.1M | 5,142,429 | 22 | 18 | 5 | 0.0% |
| Q1 2024 | 26 | $169.8M | 3,235,107 | 13 | 9 | 3 | 0.0% |
| Q4 2023 | 12 | $257.0M | 4,849,515 | 11 | 0 | 0 | 0.0% |