J P MORGAN EXCHANGE TRADED F (JMEE)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
189
Reporting holders
$2.1B
Reported value
0.0%
Held as options
+21
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 | $757.9M | 9,782,654 | 0.04% | 17q | -7.0%-$57.1M |
| FMR LLC | $241.0M | 3,088,420 | 0.01% | 17q | +28.4%+$53.3M |
| LPL Financial LLC | $176.4M | 2,260,945 | 0.04% | 17q | +6.0%+$10.0M |
| Crestwood Advisors Group, LLC | $79.9M | 1,023,610 | 1.18% | 6q | +2.0%+$1.6M |
| Cetera Investment Advisers | $54.8M | 702,324 | 0.05% | 12q | +3.2%+$1.7M |
| Syntegra Private Wealth Group, LLC | $49.4M | 633,091 | 3.83% | 8q | +2.6%+$1.2M |
| JONES FINANCIAL COMPANIES LLLP | $47.8M | 618,478 | 0.02% | 10q | +34.6%+$12.3M |
| Bank of New York Mellon Corp | $45.3M | 580,188 | 0.01% | 4q | +3.1%+$1.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $44.6M | 571,576 | 0.70% | 6q | +3.0%+$1.3M |
| OSAIC HOLDINGS, INC. | $36.2M | 463,387 | 0.04% | 17q | +11.4%+$3.7M |
| RAYMOND JAMES FINANCIAL INC | $35.6M | 455,639 | 0.01% | 7q | +14.0%+$4.4M |
| Wagner Wealth Management, LLC | $34.3M | 440,073 | 6.35% | 16q | +2.0%+$674.6K |
| Meridian Financial Partners LLC | $26.6M | 347,624 | 9.07% | 6q | +2.9%+$740.8K |
| CGC Financial Services, LLC | $25.3M | 324,194 | 5.69% | 9q | -4.5%-$1.2M |
| VERUS CAPITAL PARTNERS, LLC | $21.7M | 278,665 | 1.18% | 8q | +2.2%+$474.4K |
| Advisory Resource Group | $20.2M | 258,935 | 3.04% | 8q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.1M | 231,431 | 0.01% | 17q | -10.2%-$2.0M |
| Retirement Management Systems Inc. | $17.8M | 228,395 | 3.65% | 3q | +6.1%+$1.0M |
| WealthPlan Investment Management, LLC | $17.5M | 224,405 | 0.87% | 5q | +13.9%+$2.1M |
| B & T Capital Management DBA Alpha Capital Management | $16.3M | 209,506 | 2.12% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.0M | 191,937 | 0.02% | 17q | +9.7%+$1.3M |
| ROYAL BANK OF CANADA | $14.8M | 190,278 | 0.00% | 17q | +3.3%+$472.3K |
| Bond & Devick Financial Network, Inc. | $14.3M | 182,754 | 3.51% | 15q | +4.2%+$571.3K |
| Kestra Advisory Services, LLC | $12.2M | 156,363 | 0.04% | 11q | +53.9%+$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | $11.2M | 143,634 | 0.00% | 11q | +3.0%+$323.7K |
| Macco Financial Group, Inc. | $10.8M | 138,964 | 7.04% | 3q | +30.0%+$2.5M |
| Tradition Wealth Management, LLC | $10.5M | 134,663 | 0.64% | 6q | +5.2%+$521.2K |
| STIFEL FINANCIAL CORP | $9.8M | 124,966 | 0.01% | 17q | +18.2%+$1.5M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $9.7M | 124,441 | 3.04% | 5q | +119.2%+$5.3M |
| Private Advisor Group, LLC | $9.6M | 123,055 | 0.04% | 13q | +14.5%+$1.2M |
| Scarborough Advisors, LLC | $9.3M | 121,721 | 1.07% | 7q | +21.7%+$1.7M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.2M | 117,476 | 0.44% | 11q | +18.9%+$1.5M |
| MML INVESTORS SERVICES, LLC | $9.1M | 117,247 | 0.02% | 8q | +27.9%+$2.0M |
| Integrated Wealth Concepts LLC | $8.6M | 110,138 | 0.04% | new | NEW |
| Concurrent Investment Advisors, LLC | $8.1M | 103,466 | 0.07% | 11q | +11.3%+$816.8K |
| Commonwealth Financial Services, LLC | $7.4M | 95,365 | 1.00% | new | NEW |
| Legacy Private Trust Co. | $7.0M | 90,326 | 0.39% | 7q | -3.2%-$230.3K |
| Stewardship Advisors, LLC | $7.0M | 89,802 | 1.46% | 10q | HELD |
| Lakeridge Wealth Management LLC | $6.4M | 82,410 | 2.36% | 11q | +0.9%+$56.2K |
| Modern Wealth Management, LLC | $6.3M | 81,030 | 0.08% | 3q | +39.1%+$1.8M |
| ASHTON THOMAS SECURITIES, LLC | $6.2M | 78,882 | 0.91% | 9q | +46.4%+$1.9M |
| Platform Technology Partners | $6.1M | 78,189 | 1.00% | 2q | +42.9%+$1.8M |
| Plan Group Financial, LLC | $6.0M | 77,375 | 1.24% | 4q | +27.2%+$1.3M |
| Kingsview Wealth Management, LLC | $5.7M | 72,790 | 0.07% | 2q | +54.3%+$2.0M |
| Allegheny Financial Group | $5.7M | 72,421 | 0.60% | 3q | +53.0%+$2.0M |
| Destiny Wealth Partners, LLC | $4.8M | 62,829 | 0.68% | 15q | -4.9%-$248.7K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.4M | 56,697 | 1.20% | 9q | -34.3%-$2.3M |
| Atlas Legacy Advisors, LLC | $4.3M | 54,691 | 0.63% | 6q | +3.4%+$140.8K |
| American Trust | $4.2M | 53,695 | 0.32% | 5q | -6.8%-$304.7K |
| Baird Financial Group, Inc. | $4.0M | 51,422 | 0.01% | 6q | +4.1%+$157.0K |
| Total Clarity Wealth Management, Inc. | $3.8M | 48,412 | 0.73% | 7q | +8.5%+$297.1K |
| Arete Wealth Advisors, LLC | $3.7M | 47,824 | 0.08% | 8q | +107.3%+$1.9M |
| Merit Financial Group, LLC | $3.7M | 47,678 | 0.01% | 11q | +96.9%+$1.8M |
| UBS Group AG | $3.6M | 46,410 | 0.00% | 17q | -5.5%-$211.4K |
| Pinnacle Financial Partners, Inc. | $3.6M | 45,519 | 0.02% | 3q | +1.0%+$34.3K |
| WEST MICHIGAN ADVISORS, LLC | $3.5M | 48,016 | 0.36% | 10q | +105.8%+$1.8M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $3.4M | 44,165 | 0.34% | 7q | +20.9%+$596.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 43,432 | 0.05% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.3M | 41,917 | 0.00% | new | NEW |
| Fifth Third Securities, Inc. | $3.1M | 40,140 | 0.18% | 9q | -1.5%-$48.0K |
| AMERIPRISE FINANCIAL INC | $3.1M | 40,086 | 0.00% | 7q | -51.1%-$3.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 40,052 | 0.00% | new | NEW |
| Curry Webb Wealth Management LLC | $3.1M | 39,874 | 1.29% | new | FIRST |
| Planning Strategies Inc. | $3.1M | 39,448 | 1.92% | new | FIRST |
| SilverOak Wealth Management LLC | $3.0M | 38,225 | 0.38% | 3q | +26.3%+$621.5K |
| NATIONAL BANK OF CANADA /FI/ | $2.8M | 35,305 | 0.00% | 7q | -10.6%-$326.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 33,123 | 0.00% | 7q | +20.1%+$424.1K |
| DAYMARK WEALTH PARTNERS, LLC | $2.5M | 31,866 | 0.06% | 6q | +15.6%+$335.8K |
| Choice Wealth Advisors LLC | $2.5M | 31,697 | 0.87% | 9q | -12.4%-$350.0K |
| WealthPLAN Partners, LLC | $2.3M | 30,032 | 0.45% | 3q | +84.5%+$1.1M |
| Avestar Capital, LLC | $2.3M | 29,215 | 0.13% | 7q | +6.7%+$142.4K |
| Asset Allocation Strategies LLC | $2.3M | 29,154 | 0.35% | 8q | +3.9%+$84.5K |
| Fermata Advisors, LLC | $2.2M | 28,688 | 0.45% | 7q | -1.4%-$31.4K |
| IFG Advisory, LLC | $2.2M | 28,071 | 0.08% | 7q | +27153.4%+$2.2M |
| US BANCORP \DE\ | $2.1M | 26,902 | 0.00% | 17q | -6.1%-$136.8K |
| WBH ADVISORY INC | $2.1M | 26,481 | 0.14% | 5q | +1.3%+$26.7K |
| Ruggaard & Associates LLC | $2.1M | 26,476 | 0.74% | 14q | -2.9%-$61.2K |
| NewEdge Advisors, LLC | $2.1M | 26,401 | 0.01% | new | NEW |
| McLaughlin Asset Management, Inc. | $2.0M | 26,179 | 1.41% | 3q | +0.5%+$10.5K |
| Fortitude Financial, LLC | $1.9M | 23,946 | 1.68% | 3q | HELD |
| Rothschild Wealth LLC | $1.6M | 20,021 | 0.12% | 3q | -2.1%-$33.2K |
| Capital Advisors Wealth Management, LLC | $1.5M | 19,863 | 0.18% | 6q | -2.1%-$32.6K |
| BENJAMIN EDWARDS INC | $1.5M | 18,751 | 0.01% | 8q | HELD |
| Cordgrass Capital Advisors, LLC | $1.4M | 18,102 | 0.53% | 7q | HELD |
| MGO ONE SEVEN LLC | $1.3M | 17,005 | 0.02% | 8q | +8.9%+$107.9K |
| Keating Financial Advisory Services, Inc. | $1.3M | 16,177 | 0.17% | 3q | +79.0%+$557.3K |
| Global Retirement Partners, LLC | $1.2M | 15,442 | 0.02% | 13q | -7.8%-$101.9K |
| Independent Advisor Alliance | $1.2M | 15,393 | 0.03% | 2q | -94.6%-$20.9M |
| PAX Financial Group, LLC | $1.1M | 14,263 | 0.17% | 8q | +5.8%+$60.6K |
| United Advisor Group, LLC | $1.0M | 13,328 | 0.11% | 4q | -2.2%-$23.2K |
| Garden State Investment Advisory Services LLC | $981.1K | 12,573 | 0.18% | 4q | +209.8%+$664.3K |
| Summit Wealth Partners, LLC | $895.4K | 11,475 | 0.13% | 9q | HELD |
| Western Wealth Management, LLC | $887.5K | 11,374 | 0.03% | 7q | -1.3%-$11.5K |
| ROCKLAND TRUST CO | $844.4K | 10,821 | 0.03% | 16q | +18.1%+$129.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $828.4K | 10,616 | 0.00% | new | NEW |
| Harbor Asset Planning, Inc. | $781.0K | 10,008 | 0.59% | 5q | +2.4%+$18.1K |
| MTM FINANCIAL GROUP, LLC | $756.9K | 9,700 | 0.32% | new | FIRST |
| Heritage Wealth Management, Inc. | $738.6K | 9,466 | 0.18% | 6q | +5.0%+$35.5K |
| Freedom Financial Partners LLC | $690.9K | 8,855 | 0.23% | 7q | -30.5%-$303.6K |
| TWO SIGMA INVESTMENTS, LP | $663.3K | 8,500 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 8.3% |
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 | 189 | $2.1B | 27,542,260 | 27 | 80 | 41 | 0.0% |
| Q1 2026 | 168 | $1.9B | 28,346,178 | 15 | 79 | 43 | 0.0% |
| Q4 2025 | 165 | $1.5B | 23,890,242 | 24 | 72 | 41 | 0.0% |
| Q3 2025 | 141 | $2.1B | 33,671,351 | 16 | 64 | 42 | 0.0% |
| Q2 2025 | 135 | $1.3B | 22,499,067 | 15 | 66 | 36 | 0.0% |
| Q1 2025 | 140 | $1.2B | 21,766,096 | 20 | 64 | 31 | 0.0% |
| Q4 2024 | 137 | $1.1B | 18,961,779 | 34 | 53 | 20 | 0.0% |
| Q3 2024 | 103 | $1.7B | 27,108,184 | 19 | 44 | 14 | 0.0% |
| Q2 2024 | 86 | $1.4B | 24,997,360 | 17 | 31 | 19 | 0.0% |
| Q1 2024 | 73 | $1.4B | 24,552,912 | 19 | 26 | 17 | 0.0% |
| Q4 2023 | 57 | $1.4B | 26,064,907 | 12 | 20 | 13 | 0.0% |
| Q3 2023 | 44 | $662.0M | 13,661,793 | 9 | 15 | 7 | 0.0% |
| Q2 2023 | 37 | $682.9M | 13,611,024 | 7 | 11 | 10 | 0.0% |
| Q1 2023 | 33 | $644.7M | 13,442,215 | 6 | 10 | 9 | 0.0% |
| Q4 2022 | 28 | $51.6M | 1,121,286 | 7 | 7 | 8 | 0.0% |
| Q3 2022 | 33 | $622.4M | 14,019,223 | 9 | 7 | 10 | 0.0% |
| Q2 2022 | 31 | $652.7M | 14,245,747 | 30 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $22.0K | 464 | 1 | 0 | 0 | 0.0% |