J P MORGAN EXCHANGE TRADED F (JGLO)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
99
Reporting holders
$4.8B
Reported value
0.0%
Held as options
-3
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 | $4.3B | 61,618,247 | 0.24% | 12q | -3.1%-$139.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $91.9M | 1,290,924 | 0.05% | 5q | +23.5%+$17.5M |
| MORGAN STANLEY | $54.8M | 769,205 | 0.00% | 5q | +26.5%+$11.5M |
| LPL Financial LLC | $54.8M | 769,101 | 0.01% | 10q | -44.2%-$43.4M |
| Vestmark Advisory Solutions, Inc. | $49.8M | 699,827 | 0.47% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $38.2M | 536,693 | 0.01% | 10q | -45.3%-$31.7M |
| Arlington Financial Advisors, LLC | $24.3M | 340,971 | 3.08% | 6q | +2.0%+$484.3K |
| WealthPlan Investment Management, LLC | $17.2M | 242,169 | 0.86% | 5q | -28.4%-$6.8M |
| ASSETMARK, INC | $16.8M | 235,329 | 0.03% | 10q | -46.0%-$14.3M |
| Ameritas Advisory Services, LLC | $16.5M | 232,001 | 0.33% | 5q | +254.7%+$11.9M |
| Cetera Investment Advisers | $13.2M | 185,256 | 0.01% | 9q | -32.6%-$6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.7M | 164,645 | 0.00% | 2q | HELD |
| HUB Investment Partners, LLC | $9.9M | 138,345 | 0.18% | 2q | +4.8%+$455.7K |
| WESBANCO BANK INC | $8.2M | 114,866 | 0.20% | 8q | -10.9%-$997.1K |
| Integrated Wealth Concepts LLC | $8.1M | 114,216 | 0.04% | 10q | -43.9%-$6.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.4M | 104,319 | 0.00% | 5q | +268.0%+$5.4M |
| Summit Financial, LLC | $5.3M | 74,129 | 0.06% | 4q | +9.6%+$462.0K |
| BANK OF AMERICA CORP /DE/ | $4.4M | 62,361 | 0.00% | 5q | -4.9%-$228.4K |
| Visionary Wealth Advisors | $4.4M | 61,852 | 0.17% | 10q | -9.5%-$460.4K |
| OSAIC HOLDINGS, INC. | $3.4M | 47,662 | 0.00% | 10q | +23.3%+$642.0K |
| MML INVESTORS SERVICES, LLC | $3.3M | 45,806 | 0.01% | 9q | -42.2%-$2.4M |
| JANE STREET GROUP, LLC | $3.2M | 44,349 | 0.00% | 12q | -67.3%-$6.5M |
| WBH ADVISORY INC | $2.9M | 40,247 | 0.19% | 5q | -29.5%-$1.2M |
| WealthPLAN Partners, LLC | $2.6M | 36,917 | 0.50% | 3q | +16.3%+$368.3K |
| Mutual Advisors, LLC | $2.5M | 34,943 | 0.05% | 4q | -6.7%-$178.7K |
| Triad Wealth Partners, LLC | $2.4M | 33,513 | 0.14% | 7q | -11.2%-$309.9K |
| Hopwood Nicholas Hunter | $2.1M | 29,107 | 0.57% | 3q | -22.5%-$602.7K |
| CreativeOne Wealth, LLC | $2.0M | 27,655 | 0.04% | 10q | -36.3%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 25,290 | 0.00% | 6q | -9.8%-$195.3K |
| 5T Wealth, LLC | $1.7M | 24,254 | 0.64% | 7q | -22.1%-$488.8K |
| Ascent Group, LLC | $1.5M | 20,971 | 0.04% | 10q | -26.7%-$543.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.3M | 17,954 | 0.02% | 5q | +2.7%+$33.9K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 17,833 | 0.00% | 6q | -16.8%-$256.5K |
| UNIQUE WEALTH, LLC | $1.2M | 17,272 | 0.14% | 2q | +7.4%+$85.1K |
| STIFEL FINANCIAL CORP | $1.1M | 14,760 | 0.00% | new | NEW |
| DAYMARK WEALTH PARTNERS, LLC | $977.4K | 13,724 | 0.02% | 10q | -11.9%-$131.8K |
| WELLS FARGO & COMPANY/MN | $919.0K | 12,903 | 0.00% | 5q | -18.6%-$210.3K |
| JONES FINANCIAL COMPANIES LLLP | $795.8K | 11,431 | 0.00% | 4q | +78.7%+$350.5K |
| MassMutual Private Wealth & Trust, FSB | $773.3K | 10,858 | 0.02% | 10q | -54.8%-$939.1K |
| IFP Advisors, Inc | $771.0K | 10,826 | 0.01% | 10q | -35.8%-$430.5K |
| UBS Group AG | $687.6K | 9,655 | 0.00% | 2q | +565.4%+$584.3K |
| AdvisorNet Financial, Inc | $668.2K | 9,382 | 0.03% | 7q | +11.6%+$69.4K |
| Farther Finance Advisors, LLC | $661.9K | 9,299 | 0.01% | 10q | +92.6%+$318.3K |
| Elevation Wealth Management LLC | $594.2K | 8,344 | 0.44% | 3q | -33.0%-$293.1K |
| LAKE STREET PRIVATE WEALTH, LLC | $546.5K | 7,673 | 0.06% | 9q | -40.6%-$373.8K |
| NewEdge Advisors, LLC | $536.9K | 7,539 | 0.00% | 8q | -38.7%-$338.4K |
| Medallion Wealth Advisors, LLC | $526.6K | 5,355 | 0.17% | 7q | -73.4%-$1.5M |
| ROYAL BANK OF CANADA | $508.0K | 7,121 | 0.00% | 9q | +372.8%+$400.6K |
| KINTRA WEALTH, LLC | $506.7K | 6,782 | 0.03% | 6q | +1.5%+$7.5K |
| Vise Technologies, Inc. | $481.2K | 6,757 | 0.01% | new | NEW |
| Equitable Holdings, Inc. | $477.5K | 6,705 | 0.00% | 4q | HELD |
| Emergent Wealth Advisors, LLC | $459.8K | 6,456 | 0.24% | 2q | +1.5%+$6.8K |
| Qube Research & Technologies Ltd | $430.1K | 6,039 | 0.00% | new | NEW |
| Principle Wealth Partners LLC | $412.8K | 5,797 | 0.02% | 9q | HELD |
| Envestnet Portfolio Solutions, Inc. | $407.2K | 5,718 | 0.00% | 10q | +1.0%+$3.9K |
| XP Advisory US, Inc. | $388.9K | 5,461 | 0.21% | new | FIRST |
| MN Wealth Advisors, LLC | $377.0K | 5,293 | 0.16% | 10q | -0.5%-$2.0K |
| 3Chopt Investment Partners, LLC | $338.2K | 4,748 | 0.06% | 9q | -42.4%-$248.9K |
| Ascension Capital Advisors, Inc. | $326.8K | 4,588 | 0.09% | 2q | -14.2%-$54.2K |
| FIRETHORN WEALTH PARTNERS, LLC | $324.5K | 4,556 | 0.10% | 9q | -41.8%-$232.7K |
| Advisory Services Network, LLC | $321.4K | 4,513 | 0.00% | 7q | -2.1%-$7.0K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $292.6K | 4,109 | 0.06% | 7q | -24.4%-$94.2K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $271.8K | 3,817 | 0.06% | 5q | HELD |
| IHT Wealth Management, LLC | $260.0K | 3,651 | 0.01% | 2q | -1.6%-$4.2K |
| Gateway Wealth Partners, LLC | $255.6K | 3,589 | 0.02% | 9q | -74.0%-$728.9K |
| GeoWealth Management, LLC | $238.4K | 3,347 | 0.01% | 10q | -46.5%-$207.5K |
| RICHARDSON FINANCIAL SERVICES INC. | $222.3K | 3,122 | 0.13% | 10q | -46.9%-$196.8K |
| Private Advisor Group, LLC | $219.7K | 3,085 | 0.00% | new | NEW |
| Ignite Planners, LLC | $219.6K | 3,084 | 0.03% | 3q | -6.6%-$15.5K |
| BENJAMIN EDWARDS INC | $201.5K | 2,829 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $194.8K | 2,736 | 0.00% | 8q | -47.5%-$176.2K |
| PRIVATE TRUST CO NA | $145.4K | 2,042 | 0.01% | 9q | -47.0%-$129.0K |
| Tripletail Wealth Management, LLC | $139.2K | 1,952 | 0.16% | 2q | -0.6% |
| Capital Investment Advisory Services, LLC | $115.4K | 1,620 | 0.01% | 6q | -49.6%-$113.6K |
| NATIONAL BANK OF CANADA /FI/ | $79.7K | 1,121 | 0.00% | 4q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $78.1K | 1,091 | 0.00% | 9q | HELD |
| Geneos Wealth Management Inc. | $62.3K | 875 | 0.00% | new | NEW |
| Cordgrass Capital Advisors, LLC | $54.4K | 764 | 0.02% | 3q | +7.9%+$4.0K |
| HARBOR INVESTMENT ADVISORY, LLC | $38.5K | 540 | 0.00% | 2q | +35.0%+$10.0K |
| Janney Montgomery Scott LLC | $32.4K | 454,705 | 0.06% | 10q | -46.7%-$28.4K |
| Transamerica Financial Advisors, LLC | $31.9K | 448 | 0.00% | 4q | -4.5%-$1.5K |
| Orion Capital Management LLC | $25.2K | 354 | 0.01% | new | NEW |
| Cornerstone Planning Group LLC | $23.1K | 322 | 0.00% | 2q | +5.6%+$1.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $19.9K | 279 | 0.00% | 2q | -75.3%-$60.7K |
| Cambridge Investment Research Advisors, Inc. | $18.9K | 265,360 | 0.02% | 10q | +5.0% |
| Vision Retirement, LLC | $15.0K | 211 | 0.00% | 3q | HELD |
| VANGUARD ADVISERS INC | $11.9K | 167 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $10.8K | 152 | 0.00% | 2q | -19.6%-$2.6K |
| Rossby Financial, LCC | $10.0K | 141 | 0.00% | 6q | HELD |
| LGT Financial Advisors LLC | $7.4K | 104 | 0.04% | 10q | HELD |
| Spire Wealth Management | $6.3K | 89 | 0.00% | 7q | +2.3% |
| PARK AVENUE SECURITIES LLC | $5.3K | 74,156 | 0.03% | 2q | -41.8%-$3.8K |
| ST GERMAIN D J CO INC | $5.3K | 74 | 0.00% | 9q | HELD |
| SBI Securities Co., Ltd. | $4.3K | 61 | 0.00% | 7q | +7.0% |
| FIFTH THIRD BANCORP | $3.7K | 52 | 0.00% | 2q | -50.5%-$3.8K |
| Strategic Wealth Partners, Ltd. | $3.5K | 49 | 0.00% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $3.3K | 47 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7K | 24 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4K | 19 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $688 | 9,659 | 0.03% | new | NEW |
Showing the largest 100 of 105 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 | 99 | $4.8B | 68,476,489 | 12 | 24 | 49 | 0.0% |
| Q1 2026 | 102 | $4.6B | 71,681,859 | 21 | 41 | 23 | 0.0% |
| Q4 2025 | 94 | $5.1B | 75,414,940 | 10 | 34 | 35 | 0.0% |
| Q3 2025 | 86 | $10.2B | 149,991,692 | 13 | 24 | 42 | 0.0% |
| Q2 2025 | 78 | $5.2B | 80,537,602 | 18 | 26 | 23 | 0.0% |
| Q1 2025 | 64 | $5.0B | 84,241,034 | 12 | 34 | 13 | 0.0% |
| Q4 2024 | 68 | $4.9B | 81,295,701 | 16 | 25 | 13 | 0.0% |
| Q3 2024 | 53 | $6.2B | 98,333,383 | 10 | 26 | 10 | 0.0% |
| Q2 2024 | 45 | $5.6B | 93,484,729 | 21 | 24 | 0 | 0.0% |
| Q1 2024 | 29 | $4.1B | 72,111,954 | 27 | 2 | 0 | 0.0% |
| Q4 2023 | 3 | $2.0B | 38,122,484 | 1 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $849.2M | 18,270,942 | 3 | 0 | 0 | 0.0% |