J P MORGAN EXCHANGE TRADED F (JIVE)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
208
Reporting holders
$2.3B
Reported value
0.0%
Held as options
+33
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 | $449.9M | 4,892,554 | 0.10% | 8q | +65.6%+$178.2M |
| ENVESTNET ASSET MANAGEMENT INC | $240.3M | 2,612,993 | 0.06% | 8q | +65.6%+$95.2M |
| RiverFront Investment Group, LLC | $221.7M | 2,410,748 | 2.93% | 8q | +56.8%+$80.3M |
| RAYMOND JAMES FINANCIAL INC | $150.0M | 1,631,463 | 0.04% | 7q | +99.0%+$74.6M |
| BANK OF AMERICA CORP /DE/ | $120.7M | 1,312,600 | 0.01% | 4q | +12.6%+$13.5M |
| OSAIC HOLDINGS, INC. | $92.9M | 1,010,651 | 0.11% | 8q | +14.5%+$11.7M |
| JONES FINANCIAL COMPANIES LLLP | $71.3M | 778,421 | 0.03% | 4q | +104.0%+$36.3M |
| MML INVESTORS SERVICES, LLC | $69.1M | 751,691 | 0.14% | 5q | +139.2%+$40.2M |
| ROYAL BANK OF CANADA | $61.3M | 666,422 | 0.01% | 8q | +39.7%+$17.4M |
| Private Advisor Group, LLC | $58.6M | 636,925 | 0.27% | 5q | +103.0%+$29.7M |
| Cetera Investment Advisers | $53.2M | 578,611 | 0.05% | 7q | +13.4%+$6.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.0M | 315,799 | 0.04% | 6q | +31.3%+$6.9M |
| Grant Street Asset Management, Inc. | $26.7M | 290,616 | 4.38% | new | NEW |
| GREENWOOD GEARHART LLC | $24.8M | 270,228 | 1.16% | new | NEW |
| Cooper Financial Group | $23.3M | 253,083 | 1.93% | new | NEW |
| JPMORGAN CHASE & CO | $23.2M | 253,072 | 0.00% | 5q | +22.8%+$4.3M |
| Vestmark Advisory Solutions, Inc. | $21.5M | 234,138 | 0.20% | 4q | HELD |
| Archer Investment Corp | $19.9M | 216,514 | 1.93% | 3q | +120.2%+$10.9M |
| JANE STREET GROUP, LLC | $19.4M | 210,487 | 0.00% | 11q | +584.7%+$16.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.1M | 208,216 | 0.01% | 3q | +4.0%+$739.0K |
| Lineweaver Wealth Advisors, LLC | $17.7M | 192,301 | 2.09% | 5q | +3.8%+$654.8K |
| Lido Advisors, LLC | $15.8M | 172,098 | 0.04% | 3q | -65.3%-$29.8M |
| Pine Valley Investments Ltd Liability Co | $15.6M | 169,449 | 0.62% | 2q | +249.0%+$11.1M |
| Aspire Capital Advisors LLC | $15.5M | 168,752 | 3.02% | 2q | +28.1%+$3.4M |
| Pallas Capital Advisors LLC | $14.2M | 153,994 | 0.44% | 4q | +6.6%+$870.9K |
| AVAII WEALTH MANAGEMENT, LLC | $14.1M | 153,298 | 4.14% | 5q | +6.1%+$815.3K |
| VERUS CAPITAL PARTNERS, LLC | $13.7M | 148,795 | 0.74% | 7q | +3.2%+$417.8K |
| N.E.W. Advisory Services LLC | $13.2M | 143,330 | 0.88% | 5q | +3.5%+$446.3K |
| Kestra Advisory Services, LLC | $13.1M | 142,495 | 0.04% | 4q | +10.6%+$1.3M |
| TD Waterhouse Canada Inc. | $12.7M | 139,660 | 0.03% | 2q | +36.4%+$3.4M |
| ASSETMARK, INC | $11.5M | 124,719 | 0.02% | 4q | -3.3%-$393.9K |
| Oak Barrel Wealth Advisory LLC | $10.7M | 116,833 | 4.74% | 2q | +143.5%+$6.3M |
| KWB Wealth | $10.2M | 110,823 | 0.87% | 3q | +25.8%+$2.1M |
| Modus Advisors, LLC | $10.0M | 109,194 | 2.48% | 3q | +1.8%+$178.9K |
| SSI INVESTMENT MANAGEMENT LLC | $10.0M | 108,997 | 0.58% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $9.1M | 99,081 | 0.20% | 5q | +13.2%+$1.1M |
| Cornerstone Wealth Management, LLC | $8.5M | 92,398 | 0.37% | 4q | -17.8%-$1.8M |
| STIFEL FINANCIAL CORP | $8.5M | 92,122 | 0.01% | 7q | +27.9%+$1.8M |
| Plan Group Financial, LLC | $8.3M | 89,917 | 1.70% | 4q | +27.7%+$1.8M |
| HighTower Advisors, LLC | $8.3M | 89,735 | 0.01% | 3q | +20.8%+$1.4M |
| MENORA MIVTACHIM HOLDINGS LTD. | $7.7M | 83,777 | 0.03% | 2q | HELD |
| PFG Advisors | $7.5M | 81,689 | 0.38% | 3q | +17.1%+$1.1M |
| Farther Finance Advisors, LLC | $7.3M | 78,847 | 0.06% | 4q | +9893.3%+$7.2M |
| Integrated Wealth Concepts LLC | $7.2M | 78,352 | 0.04% | 4q | +1777.1%+$6.8M |
| Rehmann Capital Advisory Group | $7.2M | 77,931 | 0.33% | 3q | +17.4%+$1.1M |
| Saxony Capital Management, LLC | $7.1M | 77,538 | 3.27% | 4q | +19.5%+$1.2M |
| Steward Partners Investment Advisory, LLC | $7.1M | 77,095 | 0.04% | 3q | +68.5%+$2.9M |
| Walkner Condon Financial Advisors LLC | $6.8M | 74,491 | 0.79% | 6q | +17.3%+$1.0M |
| Robertson Stephens Wealth Management, LLC | $6.4M | 69,258 | 0.16% | 3q | +28.4%+$1.4M |
| WESPAC Advisors SoCal, LLC | $6.3M | 68,788 | 1.13% | 2q | +3.8%+$233.6K |
| Wealthcare Advisory Partners LLC | $6.2M | 67,325 | 0.12% | new | NEW |
| TKG Advisors, LLC | $6.1M | 66,219 | 2.12% | 3q | +4.0%+$231.8K |
| Geneos Wealth Management Inc. | $5.6M | 60,596 | 0.11% | 4q | +135.1%+$3.2M |
| MGO ONE SEVEN LLC | $5.3M | 57,815 | 0.09% | 5q | +73.7%+$2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.1M | 55,493 | 0.00% | 2q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $4.8M | 52,428 | 0.07% | 5q | +1.1%+$51.3K |
| Central Pacific Bank - Trust Division | $4.7M | 50,625 | 0.47% | new | NEW |
| Equitable Holdings, Inc. | $4.6M | 50,198 | 0.03% | 4q | -42.4%-$3.4M |
| CreativeOne Wealth, LLC | $4.6M | 49,485 | 0.10% | 4q | +20.6%+$777.7K |
| Concurrent Investment Advisors, LLC | $4.5M | 48,959 | 0.04% | 2q | +89.8%+$2.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 47,724 | 0.01% | 5q | +7.5%+$312.2K |
| WESPAC Advisors, LLC | $4.3M | 46,528 | 2.09% | 5q | -14.8%-$744.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2M | 45,147 | 0.20% | 2q | HELD |
| G&S Capital LLC | $4.1M | 45,007 | 1.20% | 3q | +2.1%+$86.5K |
| Envestnet Portfolio Solutions, Inc. | $4.1M | 44,113 | 0.02% | new | NEW |
| RETIREMENT GUYS FORMULA LLC | $4.0M | 43,842 | 1.52% | 2q | +1.8%+$70.8K |
| Nikulski Financial, Inc. | $4.0M | 43,672 | 0.87% | 3q | +6.7%+$250.5K |
| Base Wealth Management LLC | $4.0M | 43,304 | 1.85% | 2q | +0.9%+$36.7K |
| TRUIST FINANCIAL CORP | $4.0M | 42,959 | 0.00% | 8q | +68.6%+$1.6M |
| Cardinal Strategic Wealth Guidance | $3.6M | 39,687 | 0.83% | new | NEW |
| Comprehensive Financial Planning, Inc./PA | $3.6M | 39,555 | 1.94% | 5q | +5.4%+$187.5K |
| OBSIDIAN CIO, LLC | $3.6M | 39,333 | 2.69% | 9q | -1.9%-$69.0K |
| Emerald Advisors, LLC | $3.4M | 37,225 | 0.43% | 3q | +21.4%+$604.4K |
| BENJAMIN EDWARDS INC | $3.4M | 36,679 | 0.03% | 7q | +1.1%+$38.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.2M | 34,484 | 0.13% | 2q | +3.3%+$100.3K |
| Savvy Advisors, Inc. | $2.9M | 31,706 | 0.06% | new | NEW |
| Sigma Planning Corp | $2.7M | 28,876 | 0.07% | 5q | +0.6%+$15.7K |
| Delta Investment Management, LLC | $2.6M | 27,995 | 0.42% | 2q | -7.0%-$192.3K |
| &PARTNERS | $2.5M | 27,625 | 0.01% | 3q | +57.8%+$930.2K |
| Arax Advisory Partners | $2.5M | 27,556 | 0.02% | new | NEW |
| Waverly Advisors, LLC | $2.5M | 27,240 | 0.01% | new | NEW |
| CIBC WORLD MARKET INC. | $2.4M | 26,547 | 0.00% | 2q | -37.4%-$1.5M |
| Mariner, LLC | $2.4M | 26,065 | 0.00% | 4q | -0.8%-$18.4K |
| Focus Financial Network, Inc. | $2.2M | 23,507 | 0.07% | 4q | +0.5%+$10.8K |
| Gladstone Institutional Advisory LLC | $2.1M | 23,179 | 0.07% | 2q | +18.0%+$324.5K |
| Sanctuary Advisors, LLC | $2.1M | 22,415 | 0.01% | 2q | +232.5%+$1.4M |
| Boyer Financial Services, Inc. | $2.1M | 22,235 | 1.73% | new | NEW |
| Kaizen Financial Strategies | $2.0M | 21,960 | 0.65% | 2q | +29.2%+$453.2K |
| Arkadios Wealth Advisors | $1.9M | 21,090 | 0.03% | 2q | +25.9%+$398.3K |
| Paradigm, Strategies in Wealth Management, LLC | $1.8M | 19,834 | 1.11% | 2q | +195.9%+$1.2M |
| Evernest Financial Advisors, LLC | $1.8M | 19,625 | 0.38% | 2q | +41.1%+$525.5K |
| OLD MISSION CAPITAL LLC | $1.8M | 19,406 | 0.03% | 5q | -68.0%-$3.8M |
| Belpointe Asset Management LLC | $1.6M | 17,845 | 0.05% | new | NEW |
| Foundations Investment Advisors, LLC | $1.6M | 17,058 | 0.02% | 3q | -22.1%-$445.1K |
| Patriot Financial Group Insurance Agency, LLC | $1.5M | 16,129 | 0.15% | 2q | -21.6%-$409.1K |
| Signature Equity Partners, LLC | $1.4M | 15,759 | 0.67% | 2q | +2557.5%+$1.4M |
| Atria Investments, Inc | $1.4M | 15,730 | 0.01% | new | NEW |
| Illumine Investment Management, LLC | $1.4M | 0 | 0.90% | new | NEW |
| Hopwood Nicholas Hunter | $1.4M | 14,975 | 0.38% | 3q | +26.4%+$287.5K |
| NewEdge Wealth, LLC | $1.3M | 14,101 | 0.01% | 2q | -7.2%-$100.0K |
Showing the largest 100 of 219 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 | 208 | $2.3B | 25,086,406 | 45 | 113 | 30 | 0.0% |
| Q1 2026 | 175 | $1.4B | 16,782,221 | 60 | 82 | 21 | 0.0% |
| Q4 2025 | 125 | $870.6M | 10,843,537 | 38 | 55 | 20 | 0.0% |
| Q3 2025 | 85 | $648.9M | 8,613,005 | 39 | 30 | 8 | 0.0% |
| Q2 2025 | 50 | $408.5M | 5,894,770 | 27 | 19 | 3 | 0.0% |
| Q1 2025 | 28 | $149.2M | 2,412,203 | 4 | 14 | 4 | 0.0% |
| Q4 2024 | 28 | $105.1M | 1,905,043 | 10 | 7 | 6 | 0.0% |
| Q3 2024 | 18 | $110.4M | 1,842,528 | 14 | 3 | 1 | 0.0% |
| Q2 2024 | 4 | $36.1M | 648,667 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 3 | $23.9M | 438,540 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $22.6M | 445,648 | 1 | 1 | 1 | 0.0% |
| Q3 2023 | 2 | $11.9M | 249,512 | 2 | 0 | 0 | 0.0% |