J P MORGAN EXCHANGE TRADED F (JGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
360
Reporting holders
$7.1B
Reported value
0.5%
Held as options
+19
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 | $1.1B | 11,862,545 | 0.06% | 16q | -9.6%-$122.7M |
| LPL Financial LLC | $776.9M | 7,879,633 | 0.17% | 15q | +7.9%+$56.9M |
| CAPTRUST FINANCIAL ADVISORS | $433.7M | 4,399,109 | 0.66% | 13q | +2.5%+$10.5M |
| RAYMOND JAMES FINANCIAL INC | $399.8M | 4,055,025 | 0.11% | 7q | +21.9%+$71.9M |
| AMERIPRISE FINANCIAL INC | $396.6M | 4,022,127 | 0.08% | 9q | -56.9%-$524.1M |
| JONES FINANCIAL COMPANIES LLLP | $318.2M | 3,383,745 | 0.13% | 10q | +15.5%+$42.7M |
| BANK OF AMERICA CORP /DE/ | $247.0M | 2,505,634 | 0.02% | 10q | +12.3%+$27.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $169.1M | 1,715,615 | 0.21% | 16q | +9.3%+$14.4M |
| UBS Group AG | $133.5M | 1,354,176 | 0.02% | 14q | +6.9%+$8.6M |
| ROYAL BANK OF CANADA | $133.5M | 1,353,914 | 0.02% | 14q | HELD |
| Cetera Investment Advisers | $127.6M | 1,294,276 | 0.12% | 14q | +8.2%+$9.7M |
| ENVESTNET ASSET MANAGEMENT INC | $117.4M | 1,190,363 | 0.03% | 16q | -3.6%-$4.3M |
| WELLS FARGO & COMPANY/MN | $110.7M | 1,122,378 | 0.02% | 9q | -38.3%-$68.7M |
| Private Advisor Group, LLC | $108.0M | 1,095,108 | 0.49% | 11q | +128.3%+$60.7M |
| Northwest Financial Advisors | $97.7M | 991,333 | 13.00% | 2q | +17203.8%+$97.2M |
| OSAIC HOLDINGS, INC. | $91.1M | 923,634 | 0.11% | 15q | +27.9%+$19.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.5M | 867,409 | 0.13% | 12q | +6.7%+$5.0M |
| Integrated Wealth Concepts LLC | $71.7M | 727,558 | 0.35% | 10q | +103.2%+$36.4M |
| Goldstein Advisors, LLC | $69.0M | 700,355 | 6.31% | 15q | +3.2%+$2.2M |
| Avior Wealth Management, LLC | $67.9M | 688,966 | 1.79% | 11q | -13.1%-$10.3M |
| Focus Partners Wealth | $67.1M | 680,124 | 0.07% | 7q | +1.6%+$1.1M |
| American Trust | $60.8M | 616,315 | 4.68% | 9q | +2.0%+$1.2M |
| GGM Financial LLC | $60.2M | 610,144 | 22.81% | 9q | +1.5%+$885.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $57.0M | 578,497 | 0.90% | 9q | +5.1%+$2.8M |
| Provenance Wealth Advisors, LLC | $55.2M | 559,494 | 5.26% | 8q | HELD |
| AlphaCore Capital LLC | $53.4M | 541,589 | 0.98% | 6q | +23.2%+$10.1M |
| STIFEL FINANCIAL CORP | $52.5M | 532,643 | 0.04% | 15q | +2.0%+$1.0M |
| Vestmark Advisory Solutions, Inc. | $51.6M | 523,837 | 0.49% | 15q | HELD |
| STEPH & CO | $51.5M | 522,553 | 13.04% | 10q | +0.9%+$454.1K |
| Stratos Wealth Partners, LTD. | $46.1M | 467,890 | 0.46% | 10q | +1.9%+$877.6K |
| Berman McAleer LLC | $45.1M | 457,566 | 5.22% | 4q | +0.9%+$423.0K |
| Bank of New York Mellon Corp | $43.1M | 437,258 | 0.01% | 6q | +7.0%+$2.8M |
| FMR LLC | $41.5M | 420,635 | 0.00% | 6q | +8.0%+$3.1M |
| Trust Co | $41.4M | 420,100 | 3.74% | 8q | HELD |
| HUB Investment Partners, LLC | $40.6M | 411,446 | 0.73% | 10q | +1.7%+$689.4K |
| HighTower Advisors, LLC | $36.4M | 369,468 | 0.04% | 15q | HELD |
| Frontier Asset Management, LLC | $36.0M | 365,563 | 6.46% | 14q | +2.3%+$819.4K |
| DAYMARK WEALTH PARTNERS, LLC | $35.9M | 364,062 | 0.88% | 15q | -18.3%-$8.1M |
| KINTRA WEALTH, LLC | $31.8M | 327,929 | 1.66% | 2q | +1059.7%+$29.0M |
| Advantage Trust Co | $28.2M | 286,527 | 9.94% | 11q | HELD |
| Sequoia Financial Advisors, LLC | $27.4M | 278,090 | 0.14% | 3q | -9.7%-$2.9M |
| WealthPlan Investment Management, LLC | $26.2M | 265,976 | 1.30% | 5q | +9.2%+$2.2M |
| MML INVESTORS SERVICES, LLC | $25.5M | 258,950 | 0.05% | 11q | -1.6%-$406.3K |
| Aprio Wealth Management, LLC | $25.5M | 258,205 | 1.26% | 3q | -20.9%-$6.7M |
| Crumly & Associates Inc. | $24.5M | 248,565 | 4.69% | 8q | -2.1%-$514.0K |
| ORRSTOWN FINANCIAL SERVICES INC | $23.9M | 242,047 | 3.54% | 11q | +3.0%+$695.6K |
| Allegheny Financial Group | $22.4M | 227,274 | 2.38% | 5q | +32.0%+$5.4M |
| PNC Financial Services Group, Inc. | $22.0M | 223,203 | 0.01% | 10q | +3.5%+$745.0K |
| Rockefeller Capital Management L.P. | $21.2M | 214,888 | 0.03% | 7q | +7.2%+$1.4M |
| Arlington Financial Advisors, LLC | $21.1M | 213,622 | 2.67% | 10q | +1.0%+$198.4K |
| Wagner Wealth Management, LLC | $20.5M | 208,278 | 3.80% | 16q | +6.8%+$1.3M |
| Tradition Wealth Management, LLC | $20.0M | 202,549 | 1.22% | 9q | +3.5%+$684.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $19.8M | 200,994 | 0.43% | 7q | -61.7%-$31.9M |
| Kestra Advisory Services, LLC | $19.5M | 197,676 | 0.06% | 16q | +0.7%+$126.3K |
| CORRECT CAPITAL WEALTH MANAGEMENT | $19.0M | 192,236 | 3.27% | 11q | -7.7%-$1.6M |
| Sprinkle Financial Consultants LLC | $18.8M | 190,225 | 7.36% | 11q | +4.6%+$824.0K |
| EXCHANGE TRADED CONCEPTS, LLC | $18.5M | 187,384 | 0.04% | 7q | +115.8%+$9.9M |
| D.A. DAVIDSON & CO. | $17.2M | 174,149 | 0.09% | 10q | -4.9%-$889.3K |
| GROUP ONE TRADING LLC | $17.0M | options only | 0.02% | 7q | OPTIONS |
| Resolute Wealth Strategies, LLC | $16.4M | 166,483 | 6.36% | 10q | +3.5%+$561.4K |
| &PARTNERS | $14.9M | 150,380 | 0.06% | 5q | +3.7%+$525.8K |
| Foundry Financial Group, Inc. | $14.0M | 141,695 | 6.04% | 9q | +4.1%+$546.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.2M | 124,022 | 0.00% | 2q | HELD |
| Venture Visionary Partners LLC | $11.7M | 118,915 | 0.33% | 8q | +3.7%+$419.2K |
| Farther Finance Advisors, LLC | $11.5M | 116,502 | 0.09% | 14q | +385.8%+$9.1M |
| Strategic Financial Concepts, LLC | $11.3M | 113,876 | 3.36% | 10q | +33.3%+$2.8M |
| Greenbush Financial Group, LLC | $10.9M | 110,373 | 3.20% | 7q | +4.4%+$461.1K |
| Corient Private Wealth LP | $10.6M | 107,141 | 0.01% | 6q | +64.9%+$4.2M |
| PENOBSCOT WEALTH MANAGEMENT | $10.5M | 106,960 | 2.82% | 4q | -0.8%-$87.2K |
| LexAurum Advisors, LLC | $10.2M | 103,517 | 1.18% | 11q | +29.1%+$2.3M |
| Copper Harbor Investment Advisors, LLC | $10.1M | 102,595 | 2.14% | new | FIRST |
| Strategic Blueprint, LLC | $10.0M | 101,930 | 0.50% | 14q | +2.0%+$199.0K |
| SIMPLEX TRADING, LLC | $9.7M | options only | 0.01% | 2q | OPTIONS |
| Beaumont Financial Advisors, LLC | $9.7M | 98,027 | 0.62% | 15q | -1.2%-$120.2K |
| MN Wealth Advisors, LLC | $8.7M | 88,130 | 3.70% | 11q | -19.6%-$2.1M |
| Aurdan Capital Management, LLC | $8.7M | 88,063 | 2.20% | 7q | +16.0%+$1.2M |
| Western Wealth Management, LLC | $8.7M | 87,995 | 0.28% | 8q | -8.5%-$803.3K |
| Selby Wealth Management, LLC | $8.6M | 87,222 | 3.05% | 3q | -0.5%-$46.0K |
| Guided Capital Wealth Management, LLC | $8.6M | 86,934 | 5.01% | 7q | +0.5%+$45.4K |
| Kingsview Wealth Management, LLC | $8.5M | 85,761 | 0.10% | 10q | +9.7%+$744.3K |
| KEYVANTAGE WEALTH, LLC | $8.3M | 83,692 | 3.12% | 7q | -14.5%-$1.4M |
| SAGESPRING WEALTH PARTNERS, LLC | $8.2M | 83,369 | 0.13% | 3q | +9.7%+$725.6K |
| Welch Financial Planning, LLC | $8.2M | 83,186 | 4.78% | 3q | -39.8%-$5.4M |
| IMC-Chicago, LLC | $7.6M | options only | 0.00% | 4q | OPTIONS |
| Perigon Wealth Management, LLC | $7.4M | 75,008 | 0.12% | 11q | +9.5%+$639.4K |
| Founders Financial Alliance, LLC | $6.8M | 68,988 | 0.90% | 9q | +2.3%+$152.6K |
| MORGAN STANLEY | $6.8M | 68,858 | 0.00% | 10q | +962.3%+$6.1M |
| Visionary Wealth Advisors | $6.7M | 67,891 | 0.26% | 14q | +10.1%+$611.8K |
| WCG Wealth Advisors LLC | $6.7M | 67,678 | 0.16% | 9q | -9.6%-$707.5K |
| MGO ONE SEVEN LLC | $6.7M | 67,613 | 0.11% | 9q | -8.8%-$645.9K |
| YARGER WEALTH STRATEGIES, LLC | $6.6M | 68,401 | 2.38% | 13q | +6.0%+$375.7K |
| Modern Wealth Management, LLC | $6.5M | 66,222 | 0.08% | 7q | +3.9%+$243.7K |
| POTENTIA WEALTH | $6.5M | 65,922 | 2.66% | new | NEW |
| Merited Wealth, LLC | $6.4M | 64,580 | 4.50% | 3q | +118.2%+$3.4M |
| DAVENPORT & Co LLC | $6.3M | 64,398 | 0.03% | 6q | +1153.4%+$5.8M |
| Alpha Advisors, LLC/VA | $6.0M | 60,633 | 4.49% | 7q | -23.1%-$1.8M |
| Echo Wealth Management, LLC | $6.0M | 60,403 | 3.04% | 11q | +6.5%+$365.7K |
| NewEdge Advisors, LLC | $5.7M | 57,949 | 0.02% | 11q | +21.5%+$1.0M |
| Geneos Wealth Management Inc. | $5.7M | 57,524 | 0.12% | 7q | -36.6%-$3.3M |
| STEPHENS INC /AR/ | $5.6M | 56,826 | 0.06% | 13q | +1.4%+$74.7K |
Showing the largest 100 of 373 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 | 360 | $7.1B | 72,293,924 | 35 | 143 | 110 | 0.5% |
| Q1 2026 | 341 | $6.4B | 76,105,278 | 32 | 171 | 95 | 0.5% |
| Q4 2025 | 339 | $6.1B | 65,226,335 | 42 | 169 | 59 | 0.3% |
| Q3 2025 | 290 | $6.3B | 67,519,013 | 28 | 148 | 72 | 0.3% |
| Q2 2025 | 278 | $4.6B | 53,071,009 | 42 | 148 | 52 | 0.3% |
| Q1 2025 | 247 | $3.5B | 46,614,387 | 36 | 146 | 41 | 0.4% |
| Q4 2024 | 218 | $3.2B | 39,631,685 | 38 | 110 | 28 | 0.1% |
| Q3 2024 | 178 | $2.1B | 26,761,054 | 33 | 95 | 31 | 0.0% |
| Q2 2024 | 155 | $1.5B | 19,741,322 | 37 | 71 | 30 | 0.5% |
| Q1 2024 | 126 | $966.2M | 13,675,053 | 35 | 60 | 22 | 0.7% |
| Q4 2023 | 98 | $634.9M | 10,370,807 | 30 | 40 | 16 | 0.2% |
| Q3 2023 | 68 | $279.3M | 5,181,489 | 17 | 31 | 15 | 0.0% |
| Q2 2023 | 53 | $240.8M | 4,320,185 | 11 | 23 | 14 | 0.0% |
| Q1 2023 | 46 | $162.1M | 3,298,305 | 23 | 14 | 6 | 0.0% |
| Q4 2022 | 24 | $60.4M | 1,359,488 | 16 | 5 | 0 | 0.0% |
| Q3 2022 | 9 | $40.2M | 915,791 | 9 | 0 | 0 | 0.0% |