J P MORGAN EXCHANGE TRADED F (JMHI)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
62
Reporting holders
$123.9M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $22.1M | 435,612 | 0.02% | 10q | -0.7%-$165.1K |
| LPL Financial LLC | $9.5M | 186,755 | 0.00% | 12q | +30.5%+$2.2M |
| Capital Asset Advisory Services LLC | $8.1M | 160,435 | 0.29% | 2q | -3.1%-$260.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.1M | 160,435 | 0.13% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.5M | 109,026 | 0.00% | 9q | +14.7%+$707.5K |
| SEEDS INVESTOR LLC | $4.7M | 93,682 | 0.49% | 7q | +2.8%+$130.1K |
| Stewardship Advisors, LLC | $4.7M | 92,022 | 0.97% | 2q | +10.8%+$454.2K |
| Prentice Wealth Management LLC | $4.4M | 86,116 | 0.90% | 11q | -20.5%-$1.1M |
| UBS Group AG | $4.2M | 82,582 | 0.00% | 12q | +15.8%+$569.5K |
| GGM Financial LLC | $3.1M | 60,854 | 1.17% | 6q | +9.0%+$253.5K |
| AdvisorNet Financial, Inc | $3.0M | 59,803 | 0.14% | 9q | +2.6%+$77.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 58,611 | 0.00% | 12q | -11.6%-$390.3K |
| JPMORGAN CHASE & CO | $2.9M | 57,883 | 0.00% | 12q | +7.8%+$213.2K |
| BOYUM WEALTH ARCHITECTS LLC | $2.9M | 56,979 | 1.14% | 5q | +0.5%+$14.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 55,860 | 0.00% | 12q | -19.9%-$703.5K |
| ROYAL BANK OF CANADA | $2.7M | 52,998 | 0.00% | 12q | -8.3%-$242.6K |
| OSAIC HOLDINGS, INC. | $2.5M | 49,382 | 0.00% | 12q | +91.3%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 44,975 | 0.00% | 7q | +4.9%+$106.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 44,749 | 0.00% | 6q | +48.3%+$731.0K |
| Investment Planning Advisors, Inc. | $1.8M | 35,846 | 0.42% | 9q | -2.8%-$51.9K |
| NewEdge Advisors, LLC | $1.7M | 32,834 | 0.00% | 9q | +105.8%+$854.9K |
| Integrated Wealth Concepts LLC | $1.6M | 31,924 | 0.01% | 2q | +1.2%+$18.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 30,500 | 0.00% | 12q | +25.7%+$315.3K |
| Elequin Capital, LP | $1.4M | 27,187 | 0.04% | new | NEW |
| Walkner Condon Financial Advisors LLC | $1.4M | 26,718 | 0.16% | 6q | +14.3%+$169.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 25,583 | 0.00% | 4q | +47.7%+$418.1K |
| JANE STREET GROUP, LLC | $1.3M | 25,126 | 0.00% | 11q | -50.9%-$1.3M |
| Tower Research Capital LLC (TRC) | $1.2M | 23,257 | 0.03% | new | NEW |
| Kestra Advisory Services, LLC | $984.6K | 19,447 | 0.00% | 9q | -3.0%-$30.7K |
| Concurrent Investment Advisors, LLC | $890.3K | 17,584 | 0.01% | 2q | +2.2%+$18.9K |
| Private Wealth Asset Management, LLC | $841.6K | 16,621 | 0.08% | 2q | HELD |
| Corient Private Wealth LP | $800.5K | 15,810 | 0.00% | 7q | +100.0%+$400.3K |
| Connecticut Capital Management Group, LLC | $777.1K | 15,348 | 0.63% | 3q | +4.6%+$34.1K |
| Equitable Holdings, Inc. | $693.9K | 13,704 | 0.00% | 2q | HELD |
| IHT Wealth Management, LLC | $673.4K | 13,300 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $668.0K | 13,193 | 0.00% | 3q | +17.9%+$101.3K |
| StoneX Group Inc. | $460.4K | 9,170 | 0.02% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $442.7K | 8,744 | 0.02% | 4q | +14.5%+$56.1K |
| Keating Financial Advisory Services, Inc. | $411.3K | 8,124 | 0.05% | 3q | +8.1%+$30.7K |
| Private Advisor Group, LLC | $411.2K | 8,120 | 0.00% | 6q | HELD |
| KENNEDY INVESTMENT GROUP, INC. | $389.3K | 7,689 | 0.13% | 12q | -0.6%-$2.2K |
| CITADEL ADVISORS LLC | $388.0K | 7,662 | 0.00% | 2q | +8.5%+$30.3K |
| Peterson Wealth Advisors, LLC | $370.2K | 7,311 | 0.04% | 6q | HELD |
| Farther Finance Advisors, LLC | $354.4K | 7,000 | 0.00% | 6q | HELD |
| Beacon Pointe Advisors, LLC | $345.9K | 6,832 | 0.00% | 5q | +0.8%+$2.7K |
| Pure Financial Advisors, LLC | $344.3K | 6,800 | 0.00% | 4q | -0.7%-$2.5K |
| Global Wealth Management Investment Advisory, Inc. | $338.0K | 6,675 | 0.05% | 2q | +38.5%+$93.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $258.0K | 5,095 | 0.04% | 3q | HELD |
| Orion Porfolio Solutions, LLC | $253.0K | 4,997 | 0.00% | 6q | -1.1%-$2.9K |
| Landmark Wealth Management, LLC | $244.1K | 4,820 | 0.06% | 4q | +1.2%+$2.9K |
| Meridian Financial Advisors, LLC | $210.0K | 4,147 | 0.10% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $202.7K | 4,003 | 0.07% | new | NEW |
| Global Retirement Partners, LLC | $103.5K | 2,044 | 0.00% | 2q | +2.2%+$2.2K |
| Rosenberg Matthew Hamilton | $81.3K | 1,606 | 0.02% | 11q | -62.1%-$133.3K |
| AMERIFLEX GROUP, INC. | $73.8K | 1,458 | 0.03% | 7q | +1.1% |
| MERCER GLOBAL ADVISORS INC /ADV | $44.2K | 873 | 0.00% | new | NEW |
| Allworth Financial LP | $36.9K | 729 | 0.00% | 12q | HELD |
| Rossby Financial, LCC | $14.2K | 280 | 0.00% | 4q | +1117.4%+$13.0K |
| Steward Partners Investment Advisory, LLC | $12.2K | 241 | 0.00% | 12q | HELD |
| FIFTH THIRD BANCORP | $9.0K | 177 | 0.00% | 2q | +7.3% |
| GAMMA Investing LLC | $4.6K | 90 | 0.00% | 8q | HELD |
| Janney Montgomery Scott LLC | $789 | 15,585 | 0.00% | 4q | +8.7% |
| NATIXIS ADVISORS, LLC | $658 | 12,997 | 0.00% | new | NEW |
| Investor's Fiduciary Advisor Network, LLC | $399 | 7,897 | 0.14% | 2q | -4.9% |
| WELLS FARGO & COMPANY/MN | $27 | 1 | 0.00% | 12q | HELD |
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 | 62 | $123.9M | 2,447,429 | 8 | 31 | 13 | 0.0% |
| Q1 2026 | 62 | $107.6M | 2,159,937 | 11 | 24 | 16 | 0.0% |
| Q4 2025 | 60 | $97.3M | 1,935,615 | 11 | 26 | 12 | 0.0% |
| Q3 2025 | 54 | $101.5M | 2,012,062 | 9 | 24 | 12 | 0.0% |
| Q2 2025 | 48 | $82.3M | 1,654,061 | 5 | 18 | 10 | 0.0% |
| Q1 2025 | 47 | $71.2M | 1,409,577 | 12 | 22 | 8 | 0.0% |
| Q4 2024 | 40 | $52.5M | 1,045,934 | 7 | 15 | 7 | 0.0% |
| Q3 2024 | 36 | $42.6M | 836,446 | 4 | 11 | 9 | 0.0% |
| Q2 2024 | 41 | $48.3M | 969,370 | 8 | 11 | 11 | 0.0% |
| Q1 2024 | 35 | $43.4M | 871,461 | 6 | 6 | 8 | 0.0% |
| Q4 2023 | 32 | $42.1M | 849,112 | 8 | 4 | 11 | 0.0% |
| Q3 2023 | 24 | $27.5M | 580,410 | 24 | 0 | 0 | 0.0% |