J P MORGAN EXCHANGE TRADED F (JFLX)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
86
Reporting holders
$972.2M
Reported value
0.0%
Held as options
+9
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 |
|---|---|---|---|---|---|
| Glenview Trust Co | $211.8M | 4,232,589 | 1.56% | 4q | +102.0%+$107.0M |
| JPMORGAN CHASE & CO | $159.9M | 3,174,103 | 0.01% | 4q | +4.7%+$7.3M |
| Provenance Wealth Advisors, LLC | $73.0M | 1,449,324 | 6.96% | 3q | +1.6%+$1.2M |
| WELLS FARGO & COMPANY/MN | $69.3M | 1,375,502 | 0.01% | 4q | -45.7%-$58.3M |
| Pinnacle Financial Partners, Inc. | $43.5M | 862,473 | 0.30% | 3q | +6.3%+$2.6M |
| Allegheny Financial Group | $35.4M | 702,054 | 3.76% | 4q | +0.6%+$211.3K |
| ASSETMARK, INC | $31.2M | 619,515 | 0.05% | 4q | -1.7%-$541.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.4M | 562,838 | 0.04% | 4q | +43.2%+$8.6M |
| LPL Financial LLC | $24.2M | 479,555 | 0.01% | 4q | +8.1%+$1.8M |
| American Trust | $23.1M | 457,456 | 1.78% | 4q | +1.6%+$372.2K |
| Sterling Investment Advisors, Ltd. | $22.8M | 452,085 | 3.81% | 4q | +4.3%+$934.6K |
| RAYMOND JAMES FINANCIAL INC | $21.7M | 431,294 | 0.01% | 4q | +22.2%+$3.9M |
| Spartan Wealth Advisory Services LLC | $21.6M | 429,039 | 1.77% | 2q | +1.8%+$380.5K |
| ARQ WEALTH ADVISORS, LLC | $19.3M | 386,223 | 2.39% | new | NEW |
| Coastal Bridge Advisors, LLC | $17.9M | 354,302 | 1.10% | 4q | +5.0%+$851.9K |
| Cetera Investment Advisers | $13.9M | 275,423 | 0.01% | 4q | HELD |
| Bleakley Financial Group, LLC | $13.2M | 261,497 | 0.17% | 3q | +1.8%+$230.1K |
| WealthPlan Investment Management, LLC | $13.1M | 260,215 | 0.65% | 4q | +32.0%+$3.2M |
| Evolution Wealth Advisors, LLC | $11.3M | 223,817 | 1.32% | 4q | -2.0%-$232.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.3M | 204,250 | 0.01% | 4q | +6.8%+$655.2K |
| DAYMARK WEALTH PARTNERS, LLC | $9.5M | 188,632 | 0.23% | 3q | +4.9%+$441.4K |
| AMERIPRISE FINANCIAL INC | $8.7M | 173,978 | 0.00% | 4q | -58.0%-$12.1M |
| Perigon Wealth Management, LLC | $8.7M | 172,635 | 0.14% | 4q | +13.3%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 146,466 | 0.00% | 4q | -12.2%-$1.0M |
| ROYAL BANK OF CANADA | $6.5M | 128,936 | 0.00% | 4q | +34.2%+$1.7M |
| TRUIST FINANCIAL CORP | $5.7M | 112,135 | 0.01% | 4q | HELD |
| Rockefeller Capital Management L.P. | $5.2M | 103,738 | 0.01% | 4q | +13.0%+$601.7K |
| National Philanthropic Trust | $4.7M | 94,147 | 0.07% | 3q | -20.4%-$1.2M |
| KINTRA WEALTH, LLC | $4.0M | 79,551 | 0.21% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.8M | 75,566 | 0.00% | new | NEW |
| Focus Partners Wealth | $3.6M | 71,497 | 0.00% | 4q | -1.7%-$61.3K |
| CITADEL ADVISORS LLC | $3.4M | 67,049 | 0.00% | 2q | +16.1%+$468.9K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $3.3M | 65,024 | 3.21% | 4q | -10.3%-$374.0K |
| WealthPLAN Partners, LLC | $3.2M | 62,682 | 0.60% | 3q | +181.9%+$2.0M |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 59,114 | 0.00% | 3q | -2.3%-$68.8K |
| Sanctuary Advisors, LLC | $1.8M | 35,317 | 0.01% | 4q | -2.4%-$43.2K |
| OSAIC HOLDINGS, INC. | $1.7M | 34,308 | 0.00% | 4q | +25.2%+$347.8K |
| Simplicity Wealth,LLC | $1.7M | 33,250 | 0.06% | 4q | +11.9%+$177.7K |
| Private Advisor Group, LLC | $1.5M | 30,727 | 0.01% | 4q | +8.6%+$122.6K |
| UBS Group AG | $1.5M | 30,663 | 0.00% | 4q | +289.3%+$1.1M |
| Oak Barrel Wealth Advisory LLC | $1.5M | 28,953 | 0.64% | 2q | +1.8%+$25.4K |
| CHOREO, LLC | $1.4M | 27,957 | 0.02% | 3q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $1.4M | 27,436 | 0.17% | 4q | HELD |
| Bluesphere Advisors LLC | $1.3M | 26,166 | 0.41% | 4q | +1.2%+$15.7K |
| Klingman & Associates, LLC | $1.3M | 25,367 | 0.05% | 4q | -1.3%-$17.4K |
| ARWA LLC | $1.2M | 24,210 | 0.50% | 3q | +19.5%+$198.2K |
| Modern Wealth Management, LLC | $1.1M | 22,395 | 0.01% | 2q | -87.7%-$8.0M |
| Cedar Mountain Advisors, LLC | $1.0M | 20,383 | 0.18% | new | NEW |
| Krilogy Financial LLC | $889.6K | 17,650 | 0.03% | new | NEW |
| Certified Advisory Corp | $883.7K | 17,534 | 0.07% | 4q | -0.7%-$6.5K |
| Patton Albertson Miller Group, LLC | $555.4K | 11,020 | 0.06% | 4q | -3.8%-$22.2K |
| Stratos Wealth Partners, LTD. | $552.5K | 10,962 | 0.01% | 4q | +18.5%+$86.4K |
| Balefire, LLC | $481.3K | 9,550 | 0.08% | 3q | -0.6%-$3.0K |
| HARBOUR INVESTMENT MANAGEMENT LLC | $470.0K | 9,325 | 0.24% | 4q | +1.2%+$5.6K |
| L. Roy Papp & Associates, LLP | $466.7K | 9,259 | 0.05% | 3q | HELD |
| HB Wealth Management, LLC | $447.8K | 8,885 | 0.00% | new | NEW |
| GEN Financial Management, INC. | $425.8K | 8,448 | 0.25% | new | NEW |
| World Investment Advisors | $389.3K | 7,817 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $367.1K | 7,284 | 0.00% | new | NEW |
| FAGAN ASSOCIATES, INC. | $313.2K | 6,215 | 0.04% | new | NEW |
| BTG Pactual Asset Management US LLC | $310.7K | 6,164 | 0.02% | 4q | HELD |
| STIFEL FINANCIAL CORP | $281.0K | 5,575 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $270.0K | 5,356 | 0.00% | 4q | -48.5%-$254.1K |
| B & T Capital Management DBA Alpha Capital Management | $252.3K | 5,005 | 0.03% | new | NEW |
| Wealthspire Advisors, LLC | $212.5K | 4,215 | 0.00% | 4q | +1.2%+$2.5K |
| MORGAN STANLEY | $133.3K | 2,644 | 0.00% | 4q | -98.2%-$7.4M |
| Princeton Global Asset Management LLC | $120.2K | 2,385 | 0.02% | 3q | +1.2%+$1.5K |
| Ancora Advisors LLC | $114.0K | 2,261 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $83.4K | 1,654 | 0.00% | 4q | +1.2%+$1.0K |
| Global Retirement Partners, LLC | $82.2K | 1,630 | 0.00% | 3q | -2.3%-$2.0K |
| HARBOUR INVESTMENTS, INC. | $77.3K | 1,533 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $32.9K | 652 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $18.0K | 358 | 0.00% | new | NEW |
| IFP Advisors, Inc | $12.6K | 249 | 0.00% | 4q | HELD |
| Rossby Financial, LCC | $9.2K | 182 | 0.00% | 2q | -1.6% |
| Trust Co | $8.1K | 162 | 0.00% | 3q | HELD |
| Cape Investment Advisory, Inc. | $8.1K | 160 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $7.4K | 147 | 0.00% | 2q | -65.0%-$13.8K |
| AE Wealth Management LLC | $6.8K | 135 | 0.00% | 4q | +141.1%+$4.0K |
| Bank & Trust Co | $6.3K | 126 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $4.1K | 82 | 0.00% | new | NEW |
| Greenwich Wealth Management LLC | $4.1K | 81,112 | 0.15% | 2q | +52.1%+$1.4K |
| TOWER TRUST & INVESTMENT Co | $4.0K | 79 | 0.00% | new | NEW |
| Hickory Point Bank & Trust | $3.4K | 67 | 0.00% | 2q | HELD |
| Park Square Financial Group, LLC | $1.8K | 35 | 0.02% | 2q | -72.0%-$4.5K |
| RICHARDSON FINANCIAL SERVICES INC. | $958 | 19 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $580 | 11,512 | 0.00% | 4q | +30.1% |
| BESSEMER GROUP INC | $393 | 7,800 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $50 | 1 | 0.00% | 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 | 86 | $972.2M | 19,326,661 | 17 | 34 | 21 | 0.0% |
| Q1 2026 | 77 | $878.8M | 17,704,894 | 9 | 38 | 16 | 0.0% |
| Q4 2025 | 77 | $756.8M | 15,070,193 | 22 | 29 | 15 | 0.0% |
| Q3 2025 | 57 | $701.6M | 13,971,693 | 57 | 0 | 0 | 0.0% |