J P MORGAN EXCHANGE TRADED F (JIG)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
82
Reporting holders
$353.6M
Reported value
0.0%
Held as options
-1
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 | $71.2M | 816,714 | 0.02% | 19q | +10.2%+$6.6M |
| BANK OF AMERICA CORP /DE/ | $57.0M | 654,379 | 0.00% | 5q | -0.9%-$529.5K |
| JONES FINANCIAL COMPANIES LLLP | $29.4M | 345,588 | 0.01% | 6q | +64.8%+$11.6M |
| ENVESTNET ASSET MANAGEMENT INC | $27.3M | 313,705 | 0.01% | 11q | +5.4%+$1.4M |
| Vestmark Advisory Solutions, Inc. | $18.6M | 212,913 | 0.17% | 4q | HELD |
| FIRST AMERICAN TRUST, FSB | $17.5M | 200,823 | 1.06% | 5q | +6.4%+$1.1M |
| Cetera Investment Advisers | $16.1M | 184,479 | 0.01% | 8q | +15.0%+$2.1M |
| Cornerstone Wealth Management, LLC | $12.3M | 141,126 | 0.53% | 17q | +23.0%+$2.3M |
| JPMORGAN CHASE & CO | $10.7M | 124,207 | 0.00% | 13q | +34.4%+$2.7M |
| Key Financial Inc | $9.0M | 102,869 | 1.47% | 16q | +1.0%+$87.7K |
| FIDELITY D & D BANCORP INC | $8.1M | 92,813 | 2.78% | 3q | -3.3%-$274.0K |
| ASSETMARK, INC | $8.1M | 92,445 | 0.01% | 4q | -6.8%-$587.8K |
| Schwallier Wealth Management LLC | $5.2M | 59,168 | 3.26% | new | NEW |
| Prism Advisors, Inc. | $4.5M | 52,102 | 1.10% | 5q | -8.2%-$406.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 51,663 | 0.00% | 3q | +1583.9%+$4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.4M | 50,474 | 0.00% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 50,187 | 0.00% | 7q | -1.5%-$68.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.9M | 44,795 | 0.00% | 2q | +19.9%+$648.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 42,408 | 0.06% | 2q | +1.3%+$47.6K |
| Merit Financial Group, LLC | $3.3M | 38,384 | 0.01% | 2q | +100.0%+$1.7M |
| MML INVESTORS SERVICES, LLC | $3.2M | 36,999 | 0.01% | 15q | +12.9%+$369.1K |
| OSAIC HOLDINGS, INC. | $2.7M | 30,838 | 0.00% | 20q | +61.7%+$1.0M |
| A4 Wealth Advisors LLC | $2.5M | 29,248 | 1.69% | new | NEW |
| ABOUND FINANCIAL, LLC | $2.1M | 24,334 | 0.85% | 7q | -1.5%-$33.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 22,453 | 0.00% | 24q | +5.6%+$103.3K |
| STIFEL FINANCIAL CORP | $1.7M | 19,106 | 0.00% | 5q | -24.9%-$552.0K |
| ROYAL BANK OF CANADA | $1.4M | 15,779 | 0.00% | 14q | HELD |
| SAXON INTERESTS, INC. | $1.3M | 15,133 | 0.36% | 11q | HELD |
| Sanctuary Advisors, LLC | $1.3M | 14,532 | 0.01% | 3q | +34.2%+$322.6K |
| Hopwood Nicholas Hunter | $1.1M | 12,750 | 0.30% | 3q | +7.8%+$80.4K |
| Beacon Pointe Advisors, LLC | $922.7K | 10,584 | 0.00% | 4q | +41.4%+$270.0K |
| Cerity Partners LLC | $893.0K | 10,240 | 0.00% | 2q | +0.7%+$6.5K |
| CreativeOne Wealth, LLC | $845.9K | 9,703 | 0.02% | 4q | +1.2%+$9.8K |
| Private Advisor Group, LLC | $843.4K | 9,675 | 0.00% | 11q | +95.7%+$412.5K |
| UNIQUE WEALTH, LLC | $826.3K | 9,479 | 0.10% | 2q | +67.9%+$334.3K |
| VestGen Advisors, LLC | $716.8K | 8,222 | 0.02% | 4q | +0.5%+$3.6K |
| MORGAN STANLEY | $698.0K | 8,006 | 0.00% | 23q | +250.4%+$498.8K |
| MassMutual Private Wealth & Trust, FSB | $614.9K | 7,054 | 0.02% | 4q | -7.4%-$48.9K |
| Dominguez Wealth Management Solutions, Inc. | $576.2K | 6,610 | 0.32% | 15q | -8.0%-$49.9K |
| JANE STREET GROUP, LLC | $531.9K | 6,102 | 0.00% | 5q | -85.6%-$3.2M |
| IFP Advisors, Inc | $495.5K | 5,684 | 0.01% | 14q | +15.7%+$67.2K |
| Tidemark, LLC | $484.8K | 5,562 | 0.11% | 11q | -12.0%-$65.8K |
| Kingsview Wealth Management, LLC | $430.5K | 4,938 | 0.01% | 2q | +10.2%+$40.0K |
| Freedom Investment Management, Inc. | $401.2K | 4,602 | 0.11% | 11q | +5.5%+$20.8K |
| LAKE STREET PRIVATE WEALTH, LLC | $394.5K | 4,525 | 0.05% | 4q | -4.4%-$18.0K |
| Ascent Group, LLC | $385.8K | 4,426 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $383.4K | 4,399 | 0.00% | 13q | +257.9%+$276.3K |
| Integrated Wealth Concepts LLC | $332.5K | 3,814 | 0.00% | 4q | -1.4%-$4.6K |
| Concurrent Investment Advisors, LLC | $325.7K | 3,736 | 0.00% | 2q | +33.0%+$80.7K |
| Envestnet Portfolio Solutions, Inc. | $300.3K | 3,445 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $296.0K | 3,395 | 0.00% | 15q | HELD |
| Elevation Wealth Management LLC | $292.4K | 3,354 | 0.22% | 3q | -1.7%-$5.1K |
| Gateway Wealth Partners, LLC | $270.3K | 3,101 | 0.02% | 3q | -53.9%-$316.2K |
| CITADEL ADVISORS LLC | $255.0K | 2,925 | 0.00% | 4q | -75.9%-$801.4K |
| Bedel Financial Consulting, Inc. | $252.7K | 2,899 | 0.02% | 6q | HELD |
| Amplius Wealth Advisors, LLC | $251.0K | 2,879 | 0.02% | 15q | -16.1%-$48.2K |
| FIRETHORN WEALTH PARTNERS, LLC | $217.5K | 2,495 | 0.07% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $211.2K | 2,501 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $205.4K | 2,356 | 0.01% | 4q | +17.3%+$30.3K |
| LUTS & GREENLEIGH GROUP, INC. | $201.1K | 2,307 | 0.15% | new | NEW |
| 3Chopt Investment Partners, LLC | $197.6K | 2,267 | 0.04% | 4q | -8.1%-$17.5K |
| GeoWealth Management, LLC | $189.6K | 2,175 | 0.01% | 4q | +1.6%+$3.1K |
| PRIVATE TRUST CO NA | $175.4K | 2,012 | 0.01% | 4q | +28.2%+$38.5K |
| Global Retirement Partners, LLC | $165.4K | 1,897 | 0.00% | 3q | +6.0%+$9.3K |
| RICHARDSON FINANCIAL SERVICES INC. | $119.6K | 1,372 | 0.07% | 4q | -5.2%-$6.5K |
| UBS Group AG | $97.8K | 1,122 | 0.00% | 2q | +181.9%+$63.1K |
| Capital Investment Advisory Services, LLC | $66.7K | 765 | 0.00% | 4q | -7.9%-$5.8K |
| WELLS FARGO & COMPANY/MN | $66.2K | 759 | 0.00% | 3q | +65.0%+$26.1K |
| Tripletail Wealth Management, LLC | $61.3K | 720 | 0.07% | 2q | -0.7% |
| Geneos Wealth Management Inc. | $30.4K | 349 | 0.00% | 4q | HELD |
| Janney Montgomery Scott LLC | $24.4K | 280,224 | 0.05% | 4q | +0.6% |
| Cordgrass Capital Advisors, LLC | $21.6K | 248 | 0.01% | 3q | +17.5%+$3.2K |
| Transamerica Financial Advisors, LLC | $17.0K | 195 | 0.00% | 4q | HELD |
| UMB Bank, n.a. | $15.6K | 179 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $14.7K | 169 | 0.00% | 3q | -4.0% |
| Orion Capital Management LLC | $11.6K | 133 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $9.2K | 105 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $8.0K | 91,292 | 0.01% | 12q | +0.9% |
| Cornerstone Planning Group LLC | $7.3K | 88 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $3.6K | 41 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $3.6K | 41 | 0.00% | 6q | HELD |
| GODSEY & GIBB, INC | $3.4K | 39 | 0.00% | 3q | HELD |
| NATIXIS ADVISORS, LLC | $3.4K | 38,574 | 0.00% | 3q | +61.3%+$1.3K |
| PARK AVENUE SECURITIES LLC | $2.8K | 32,333 | 0.02% | 2q | -5.3% |
| KERR FINANCIAL PLANNING Corp | $2.4K | 28 | 0.00% | 4q | -50.0%-$2.4K |
| Thrivent Financial for Lutherans | $1.1K | 12,246 | 0.00% | new | NEW |
| Wayfinding Financial, LLC | $431 | 4,952 | 0.16% | 4q | +2.7% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $175 | 2 | 0.00% | 4q | HELD |
| Capital Analysts, LLC | $39 | 444 | 0.00% | 2q | +196.0% |
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 | 82 | $353.6M | 4,066,138 | 8 | 36 | 23 | 0.0% |
| Q1 2026 | 83 | $268.8M | 3,629,115 | 18 | 35 | 20 | 0.0% |
| Q4 2025 | 72 | $185.9M | 2,534,446 | 13 | 28 | 22 | 0.0% |
| Q3 2025 | 60 | $193.5M | 2,570,233 | 25 | 18 | 10 | 0.0% |
| Q2 2025 | 34 | $111.9M | 1,566,379 | 7 | 7 | 14 | 0.0% |
| Q1 2025 | 29 | $68.4M | 1,079,164 | 3 | 5 | 14 | 0.0% |
| Q4 2024 | 30 | $91.5M | 1,465,094 | 2 | 14 | 5 | 0.0% |
| Q3 2024 | 31 | $91.3M | 1,355,816 | 4 | 10 | 8 | 0.0% |
| Q2 2024 | 29 | $80.0M | 1,241,777 | 0 | 10 | 8 | 0.0% |
| Q1 2024 | 32 | $73.6M | 1,168,933 | 2 | 17 | 6 | 0.0% |
| Q4 2023 | 34 | $58.7M | 1,005,830 | 7 | 8 | 13 | 0.0% |
| Q3 2023 | 28 | $57.7M | 1,074,943 | 4 | 8 | 10 | 0.0% |
| Q2 2023 | 27 | $58.3M | 985,841 | 4 | 14 | 4 | 0.0% |
| Q1 2023 | 27 | $54.2M | 933,256 | 6 | 12 | 6 | 0.0% |
| Q4 2022 | 22 | $27.3M | 521,358 | 9 | 5 | 5 | 0.0% |
| Q3 2022 | 26 | $31.3M | 663,245 | 5 | 9 | 6 | 0.0% |
| Q2 2022 | 27 | $39.2M | 756,245 | 3 | 11 | 8 | 0.0% |
| Q1 2022 | 31 | $32.7M | 523,828 | 10 | 9 | 8 | 0.0% |
| Q4 2021 | 32 | $19.3M | 249,312 | 8 | 14 | 2 | 0.0% |
| Q3 2021 | 25 | $19.0M | 248,080 | 5 | 11 | 6 | 0.0% |
| Q2 2021 | 20 | $26.1M | 333,467 | 3 | 8 | 5 | 0.0% |
| Q1 2021 | 20 | $27.1M | 371,800 | 10 | 6 | 3 | 0.0% |
| Q4 2020 | 10 | $24.0M | 329,039 | 5 | 3 | 1 | 0.0% |
| Q3 2020 | 8 | $21.7M | 338,886 | 6 | 1 | 1 | 0.0% |
| Q2 2020 | 3 | $16.6M | 292,406 | 3 | 0 | 0 | 0.0% |