J P MORGAN EXCHANGE TRADED F (JEMA)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
112
Reporting holders
$1.6B
Reported value
0.0%
Held as options
+6
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 | $997.6M | 15,828,709 | 0.06% | 22q | +2.0%+$20.0M |
| MORGAN STANLEY | $115.0M | 1,800,049 | 0.01% | 15q | -48.3%-$107.6M |
| Lido Advisors, LLC | $49.4M | 773,438 | 0.13% | 12q | +59.3%+$18.4M |
| LPL Financial LLC | $48.4M | 758,297 | 0.01% | 19q | +119.5%+$26.4M |
| Vestmark Advisory Solutions, Inc. | $43.6M | 682,817 | 0.41% | 20q | HELD |
| WNY Asset Management, LLC | $39.0M | 611,253 | 3.49% | 2q | +4.8%+$1.8M |
| KELLY FINANCIAL GROUP LLC | $31.3M | 490,232 | 6.96% | 7q | +1.3%+$409.4K |
| Pallas Capital Advisors LLC | $26.4M | 413,250 | 0.81% | 16q | +5.2%+$1.3M |
| BURKETT FINANCIAL SERVICES, LLC | $22.2M | 347,312 | 6.94% | 2q | +41002.0%+$22.1M |
| DAYMARK WEALTH PARTNERS, LLC | $16.2M | 253,314 | 0.39% | 15q | +14.0%+$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $13.5M | 210,936 | 0.00% | 20q | +9.8%+$1.2M |
| Wagner Wealth Management, LLC | $12.3M | 191,766 | 2.27% | 16q | HELD |
| Cetera Investment Advisers | $12.2M | 190,207 | 0.01% | 10q | +57.0%+$4.4M |
| Advantage Trust Co | $11.9M | 185,951 | 4.18% | 11q | +6.6%+$736.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.2M | 160,225 | 0.00% | 2q | HELD |
| WJ Wealth Management, LLC | $7.8M | 121,850 | 3.07% | 2q | +6.9%+$502.5K |
| Perigon Wealth Management, LLC | $7.5M | 116,753 | 0.12% | 8q | +16.2%+$1.0M |
| JANE STREET GROUP, LLC | $7.4M | 116,141 | 0.00% | 19q | -68.7%-$16.3M |
| JONES FINANCIAL COMPANIES LLLP | $7.2M | 113,994 | 0.00% | 9q | +54.1%+$2.5M |
| OSAIC HOLDINGS, INC. | $7.1M | 111,121 | 0.01% | 21q | +110.3%+$3.7M |
| OLD MISSION CAPITAL LLC | $4.9M | 76,739 | 0.08% | 2q | -46.4%-$4.2M |
| NATIONAL BANK OF CANADA /FI/ | $4.5M | 70,500 | 0.00% | 2q | -44.7%-$3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 65,445 | 0.00% | 5q | -49.5%-$4.1M |
| 5T Wealth, LLC | $3.4M | 53,074 | 1.26% | 7q | -3.0%-$105.7K |
| Integrated Wealth Concepts LLC | $3.3M | 52,116 | 0.02% | 2q | +924.7%+$3.0M |
| &PARTNERS | $3.0M | 47,471 | 0.01% | 2q | +2.8%+$81.9K |
| NewEdge Wealth, LLC | $2.6M | 41,288 | 0.03% | 2q | -7.8%-$222.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 40,564 | 0.00% | 14q | +8.4%+$201.8K |
| Centennial Bank/AR/ | $2.2M | 34,468 | 0.71% | 10q | +1.0%+$22.3K |
| MML INVESTORS SERVICES, LLC | $2.1M | 33,284 | 0.00% | 11q | +19.3%+$344.5K |
| CITADEL ADVISORS LLC | $2.1M | 33,277 | 0.00% | 2q | +91.1%+$1.0M |
| Kestra Advisory Services, LLC | $1.9M | 29,925 | 0.01% | 11q | +7.1%+$126.7K |
| Nearwater Capital Markets, Ltd | $1.8M | 28,000 | 0.03% | new | NEW |
| Fortitude Financial, LLC | $1.7M | 25,888 | 1.49% | 2q | +11.6%+$171.6K |
| Hopwood Nicholas Hunter | $1.6M | 25,289 | 0.44% | 3q | +2.8%+$43.8K |
| GOLDMAN SACHS GROUP INC | $1.5M | 23,355 | 0.00% | 3q | +18.6%+$234.1K |
| STIFEL FINANCIAL CORP | $1.5M | 23,013 | 0.00% | 12q | -0.8%-$11.7K |
| TBH Global Asset Management, LLC | $1.4M | 22,339 | 0.26% | 2q | +7.6%+$100.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 22,790 | 0.00% | 7q | +14.4%+$179.5K |
| Merited Wealth, LLC | $1.4M | 21,626 | 0.98% | 3q | +41.4%+$404.8K |
| First Bank & Trust | $1.4M | 21,427 | 0.20% | 4q | +13.1%+$159.0K |
| Formidable Asset Management, LLC | $1.4M | 26,002 | 0.22% | new | NEW |
| Nautilus Advisors LLC | $1.3M | 20,559 | 0.76% | 6q | +1.1%+$14.1K |
| UNIQUE WEALTH, LLC | $1.2M | 19,375 | 0.14% | 2q | +55.2%+$440.0K |
| CreativeOne Wealth, LLC | $1.2M | 19,229 | 0.03% | 13q | -10.8%-$149.4K |
| Farther Finance Advisors, LLC | $1.2M | 18,097 | 0.01% | 14q | +222.5%+$796.9K |
| Sanctuary Advisors, LLC | $1.1M | 16,834 | 0.00% | 4q | -0.5%-$5.5K |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 15,840 | 0.00% | 7q | +114.9%+$541.1K |
| Rockefeller Capital Management L.P. | $937.6K | 14,677 | 0.00% | 4q | +7.1%+$62.0K |
| MassMutual Private Wealth & Trust, FSB | $859.2K | 13,451 | 0.02% | 21q | -15.7%-$160.2K |
| Vise Technologies, Inc. | $781.1K | 12,227 | 0.01% | new | NEW |
| Saxony Capital Management, LLC | $775.6K | 12,141 | 0.36% | 3q | -4.2%-$33.7K |
| 3Chopt Investment Partners, LLC | $746.9K | 11,692 | 0.14% | 12q | -5.6%-$44.3K |
| NewEdge Advisors, LLC | $718.6K | 11,249 | 0.00% | 3q | -25.3%-$243.2K |
| FSA WEALTH PARTNERS, INC. | $671.9K | 10,518 | 0.17% | new | NEW |
| LAKE STREET PRIVATE WEALTH, LLC | $663.4K | 10,385 | 0.08% | 17q | -11.2%-$83.4K |
| Elevation Wealth Management LLC | $643.5K | 10,073 | 0.48% | 3q | -7.2%-$50.2K |
| Kingsview Wealth Management, LLC | $535.1K | 8,377 | 0.01% | 4q | HELD |
| Composition Wealth, LLC | $527.7K | 8,261 | 0.01% | 4q | -1.3%-$7.0K |
| ROYAL BANK OF CANADA | $521.0K | 8,158 | 0.00% | 3q | +46.8%+$166.2K |
| Ascent Group, LLC | $520.6K | 8,150 | 0.02% | 4q | -7.1%-$39.7K |
| BENJAMIN EDWARDS INC | $519.5K | 8,133 | 0.00% | new | NEW |
| Advisory Alpha, LLC | $474.9K | 7,435 | 0.01% | new | NEW |
| IFP Advisors, Inc | $469.1K | 7,343 | 0.01% | 11q | +14.3%+$58.8K |
| STEPHENS INC /AR/ | $428.0K | 6,700 | 0.00% | 17q | -21.2%-$115.0K |
| AdvisorNet Financial, Inc | $350.3K | 5,483 | 0.02% | 7q | +15.7%+$47.6K |
| Dynamic Advisor Solutions LLC | $331.6K | 5,191 | 0.01% | 18q | HELD |
| HighTower Advisors, LLC | $324.4K | 5,078 | 0.00% | 2q | -4.2%-$14.1K |
| FIRETHORN WEALTH PARTNERS, LLC | $310.3K | 4,857 | 0.10% | 5q | -10.0%-$34.4K |
| GeoWealth Management, LLC | $306.9K | 4,805 | 0.01% | 16q | -4.6%-$14.7K |
| MN Wealth Advisors, LLC | $300.3K | 4,701 | 0.13% | 11q | -1.7%-$5.2K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $298.4K | 4,671 | 0.06% | 3q | +19.0%+$47.7K |
| Emergent Wealth Advisors, LLC | $268.6K | 4,205 | 0.14% | 2q | -1.0%-$2.8K |
| BIP Wealth, LLC | $247.1K | 3,868 | 0.01% | 2q | HELD |
| ENDEAVOR PRIVATE WEALTH, INC. | $239.8K | 3,754 | 0.06% | new | NEW |
| Triad Wealth Partners, LLC | $227.7K | 3,816 | 0.01% | new | NEW |
| Qube Research & Technologies Ltd | $210.9K | 3,302 | 0.00% | new | NEW |
| UBS Group AG | $210.2K | 3,291 | 0.00% | 4q | +177.7%+$134.5K |
| Seneca House Advisors | $208.1K | 3,258 | 0.07% | new | NEW |
| Equitable Holdings, Inc. | $205.2K | 3,212 | 0.00% | new | NEW |
| Ignite Planners, LLC | $202.2K | 3,166 | 0.03% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $124.7K | 2,033 | 0.00% | 11q | HELD |
| Tripletail Wealth Management, LLC | $106.5K | 1,736 | 0.12% | 2q | -0.9% |
| PNC Financial Services Group, Inc. | $79.0K | 1,237 | 0.00% | 4q | HELD |
| Keating Financial Advisory Services, Inc. | $78.9K | 1,235 | 0.01% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $61.8K | 968 | 0.00% | 5q | -30.6%-$27.2K |
| Geneos Wealth Management Inc. | $52.1K | 816 | 0.00% | 10q | -70.2%-$122.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $49.5K | 775 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $48.3K | 756 | 0.00% | 10q | HELD |
| Janney Montgomery Scott LLC | $45.3K | 709,308 | 0.09% | 17q | -3.6%-$1.7K |
| ASSETMARK, INC | $40.9K | 640 | 0.00% | 5q | HELD |
| Cordgrass Capital Advisors, LLC | $37.6K | 588 | 0.01% | 3q | +17.1%+$5.5K |
| Global Retirement Partners, LLC | $30.7K | 481 | 0.00% | 16q | -12.5%-$4.4K |
| Steward Partners Investment Advisory, LLC | $27.9K | 436 | 0.00% | 4q | HELD |
| VANGUARD ADVISERS INC | $26.9K | 421 | 0.00% | 2q | -24.8%-$8.9K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $23.3K | 374 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.2K | 363 | 0.00% | 5q | +8.7%+$1.9K |
| Synergy Investment Management, LLC | $21.5K | 337 | 0.01% | 2q | HELD |
| LGT Financial Advisors LLC | $17.3K | 271 | 0.09% | 14q | HELD |
| Allworth Financial LP | $5.9K | 93 | 0.00% | new | NEW |
Showing the largest 100 of 118 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 | 112 | $1.6B | 24,655,144 | 17 | 41 | 34 | 0.0% |
| Q1 2026 | 106 | $1.3B | 25,238,733 | 28 | 38 | 25 | 0.0% |
| Q4 2025 | 83 | $1.2B | 23,693,658 | 10 | 39 | 18 | 0.0% |
| Q3 2025 | 77 | $2.1B | 43,176,496 | 16 | 24 | 24 | 0.0% |
| Q2 2025 | 67 | $1.1B | 25,963,714 | 10 | 24 | 24 | 0.0% |
| Q1 2025 | 61 | $988.4M | 25,832,989 | 8 | 26 | 13 | 0.0% |
| Q4 2024 | 61 | $943.3M | 25,215,364 | 7 | 23 | 16 | 0.0% |
| Q3 2024 | 56 | $1.8B | 44,184,585 | 4 | 17 | 22 | 0.0% |
| Q2 2024 | 63 | $1.7B | 43,441,029 | 15 | 14 | 26 | 0.0% |
| Q1 2024 | 53 | $1.8B | 49,476,212 | 10 | 23 | 15 | 0.0% |
| Q4 2023 | 50 | $1.6B | 42,969,509 | 10 | 18 | 14 | 0.0% |
| Q3 2023 | 46 | $857.1M | 24,815,458 | 15 | 13 | 13 | 0.0% |
| Q2 2023 | 34 | $949.9M | 26,072,533 | 6 | 16 | 6 | 0.0% |
| Q1 2023 | 30 | $890.5M | 24,570,438 | 5 | 17 | 4 | 0.0% |
| Q4 2022 | 28 | $61.1M | 1,768,101 | 7 | 15 | 3 | 0.0% |
| Q3 2022 | 26 | $927.5M | 29,112,467 | 6 | 9 | 8 | 0.0% |
| Q2 2022 | 25 | $1.0B | 28,494,853 | 9 | 8 | 6 | 0.0% |
| Q1 2022 | 18 | $777.7M | 18,907,476 | 6 | 8 | 2 | 0.0% |
| Q4 2021 | 16 | $331.1M | 7,112,282 | 6 | 8 | 0 | 0.0% |
| Q3 2021 | 11 | $310.3M | 6,569,652 | 6 | 3 | 2 | 0.0% |
| Q2 2021 | 7 | $202.9M | 3,965,684 | 5 | 1 | 1 | 0.0% |
| Q1 2021 | 2 | $29.2M | 598,376 | 2 | 0 | 0 | 0.0% |