J P MORGAN EXCHANGE TRADED F (JMOM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
152
Reporting holders
$1.9B
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.0M | 9,685,375 | 1.35% | 19q | +6.1%+$46.9M |
| Blue Trust, Inc. | $411.2M | 4,811,325 | 4.31% | 17q | +0.9%+$3.7M |
| Equitable Holdings, Inc. | $121.5M | 1,421,610 | 0.73% | 12q | +12.7%+$13.6M |
| LPL Financial LLC | $71.7M | 838,538 | 0.02% | 22q | +102.4%+$36.3M |
| JPMORGAN CHASE & CO | $65.0M | 770,814 | 0.00% | 31q | +1.7%+$1.1M |
| Shore Point Advisors, LLC | $44.0M | 701,536 | 15.06% | 17q | +6.8%+$2.8M |
| EP Wealth Advisors, LLC | $33.0M | 386,525 | 0.13% | 2q | +924.5%+$29.8M |
| Nova R Wealth, Inc. | $21.3M | 249,662 | 6.22% | 13q | +2.7%+$570.3K |
| MAGNOLIA CAPITAL ADVISORS LLC | $20.2M | 236,029 | 3.46% | 7q | -1.2%-$249.5K |
| Corient Private Wealth LP | $18.7M | 218,662 | 0.01% | 6q | +86.8%+$8.7M |
| ARQ WEALTH ADVISORS, LLC | $17.0M | 206,445 | 2.10% | 10q | +9.3%+$1.4M |
| CABOT WEALTH MANAGEMENT INC | $14.7M | 172,574 | 1.50% | new | NEW |
| Vident Advisory, LLC | $14.7M | 172,407 | 0.11% | 12q | +2.3%+$325.6K |
| West Wealth Group, LLC | $12.1M | 141,345 | 1.98% | 7q | -21.6%-$3.3M |
| Cassia Capital Partners, LLC | $11.7M | 137,154 | 5.68% | 12q | -3.1%-$369.2K |
| Vise Technologies, Inc. | $7.6M | 89,189 | 0.09% | 6q | +67.2%+$3.1M |
| Wealth Enhancement Trust Services, Inc. | $7.0M | 83,751 | 0.41% | 3q | +85.7%+$3.2M |
| Savant Capital, LLC | $6.8M | 79,317 | 0.02% | 15q | -0.7%-$48.6K |
| 5T Wealth, LLC | $6.5M | 76,463 | 2.43% | 7q | HELD |
| Kingsview Wealth Management, LLC | $5.8M | 67,756 | 0.07% | 4q | +3.5%+$194.5K |
| Orion Porfolio Solutions, LLC | $5.6M | 65,000 | 0.04% | 9q | -27.3%-$2.1M |
| Kathmere Capital Management, LLC | $4.9M | 57,709 | 0.26% | 21q | -4.2%-$217.0K |
| Fifth Third Securities, Inc. | $4.9M | 57,242 | 0.28% | 10q | -7.1%-$372.7K |
| BANK OF AMERICA CORP /DE/ | $4.6M | 53,517 | 0.00% | 25q | -5.4%-$262.1K |
| KELLY FINANCIAL GROUP LLC | $4.5M | 53,016 | 1.01% | 7q | -1.7%-$79.1K |
| SILVER OAK SECURITIES, INCORPORATED | $4.5M | 52,230 | 0.27% | 2q | +129.5%+$2.5M |
| Delos Wealth Advisors, LLC | $4.3M | 49,831 | 2.18% | 16q | +1.9%+$78.5K |
| 3Chopt Investment Partners, LLC | $4.1M | 48,059 | 0.77% | 6q | HELD |
| Skyline Advisors, Inc. | $4.0M | 46,516 | 1.25% | 2q | +7.1%+$264.8K |
| Fifth Third Wealth Advisors LLC | $3.8M | 44,206 | 0.11% | new | NEW |
| INTRUST BANK NA | $3.8M | 44,002 | 0.28% | 25q | -4.0%-$155.8K |
| Cetera Investment Advisers | $3.5M | 41,528 | 0.00% | 10q | -1.1%-$38.6K |
| Centennial Bank/AR/ | $3.3M | 38,890 | 1.07% | 7q | +0.8%+$26.9K |
| ROYAL BANK OF CANADA | $3.2M | 37,766 | 0.00% | 25q | +9.1%+$267.9K |
| Klaas Financial Asset Advisors, LLC | $3.0M | 35,647 | 0.38% | 9q | -8.1%-$266.9K |
| HighTower Advisors, LLC | $2.9M | 34,257 | 0.00% | 13q | -6.2%-$194.2K |
| RAYMOND JAMES FINANCIAL INC | $2.8M | 32,942 | 0.00% | 7q | +3.2%+$86.3K |
| NorthCrest Asset Manangement, LLC | $2.7M | 32,236 | 0.07% | 7q | +1.9%+$49.7K |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 30,299 | 0.00% | 5q | +14.6%+$330.3K |
| Quantinno Capital Management LP | $2.5M | 29,288 | 0.00% | 4q | +75.8%+$1.1M |
| Belpointe Asset Management LLC | $2.3M | 26,836 | 0.07% | 6q | +20.4%+$388.5K |
| CFS Investment Advisory Services, LLC | $2.2M | 26,761 | 0.15% | 6q | -10.5%-$261.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 25,090 | 0.00% | 11q | +80.3%+$954.8K |
| Wealthfront Advisers LLC | $2.1M | 24,992 | 0.00% | 13q | +18.4%+$332.4K |
| Hershey Financial Advisers, LLC | $2.0M | 23,514 | 1.44% | 2q | -26.4%-$721.5K |
| Professional Financial Advisors, LLC | $2.0M | 23,303 | 0.34% | 10q | -5.0%-$105.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 22,445 | 0.00% | 16q | +19.5%+$313.2K |
| Composition Wealth, LLC | $1.9M | 21,891 | 0.02% | 4q | -2.9%-$55.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.8M | 21,440 | 0.03% | 17q | -6.4%-$125.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 20,818 | 0.00% | 3q | -47.4%-$1.6M |
| J HAGAN CAPITAL, INC. | $1.8M | 20,677 | 0.82% | 3q | HELD |
| Palumbo Wealth Management LLC | $1.7M | 20,041 | 0.36% | 3q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.7M | 19,866 | 0.02% | 5q | +12.4%+$187.1K |
| IFG Advisory, LLC | $1.6M | 18,951 | 0.06% | new | NEW |
| 17 CAPITAL PARTNERS, LLC | $1.3M | 15,669 | 0.60% | 10q | +11.0%+$132.9K |
| Advisory Services Network, LLC | $1.2M | 14,560 | 0.01% | 6q | -0.5%-$6.4K |
| MN Wealth Advisors, LLC | $1.2M | 14,220 | 0.52% | 6q | -1.6%-$19.1K |
| OSAIC HOLDINGS, INC. | $1.2M | 14,080 | 0.00% | 20q | -7.5%-$96.9K |
| Integrated Wealth Concepts LLC | $1.1M | 13,348 | 0.01% | 2q | -4.4%-$52.9K |
| AE Wealth Management LLC | $1.1M | 12,887 | 0.01% | 7q | +2.0%+$21.9K |
| TSA Wealth Managment LLC | $1.1M | 12,714 | 0.31% | 6q | -22.3%-$311.5K |
| Private Advisor Group, LLC | $1.0M | 12,038 | 0.00% | 5q | +9.4%+$88.6K |
| First Heartland Consultants, Inc. | $988.1K | 11,562 | 0.06% | 3q | -43.9%-$774.3K |
| Gallacher Capital Management LLC | $925.9K | 10,834 | 0.52% | 15q | -14.7%-$159.6K |
| Triumph Capital Management | $921.6K | 10,784 | 0.17% | 5q | +111.5%+$485.9K |
| Linscomb Wealth, Inc. | $861.9K | 10,085 | 0.04% | 2q | +35.9%+$227.8K |
| KICKSTAND VENTURES, LLC. | $854.3K | 9,996 | 0.16% | 6q | -6.1%-$55.9K |
| Elevation Capital Advisory, LLC | $837.7K | 9,802 | 0.32% | new | NEW |
| GTS SECURITIES LLC | $817.6K | 9,567 | 0.02% | 2q | +2.8%+$22.5K |
| NewEdge Advisors, LLC | $764.5K | 8,946 | 0.00% | 10q | +48.4%+$249.2K |
| One Wealth Advisors, LLC | $728.1K | 8,520 | 0.08% | 6q | -13.2%-$111.1K |
| Patten Group, Inc. | $712.3K | 8,335 | 0.11% | 10q | HELD |
| Asempa Wealth Advisors | $694.5K | 8,127 | 0.52% | 3q | +1.5%+$10.6K |
| JANE STREET GROUP, LLC | $671.7K | 7,860 | 0.00% | 2q | +6.8%+$43.0K |
| LAKE STREET PRIVATE WEALTH, LLC | $662.3K | 7,750 | 0.08% | 5q | -10.9%-$81.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $660.8K | 7,733 | 0.00% | 18q | HELD |
| Prospera Financial Services Inc | $634.6K | 7,417 | 0.01% | 6q | -6.6%-$45.2K |
| Brookwood Investment Group LLC | $633.0K | 7,407 | 0.07% | 6q | -16.9%-$129.0K |
| Cerity Partners LLC | $622.4K | 7,283 | 0.00% | 2q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $603.2K | 7,058 | 0.01% | 11q | HELD |
| Brightwater Advisory LLC | $599.1K | 7,010 | 0.38% | 10q | HELD |
| Mayflower Financial Advisors, LLC | $574.5K | 6,722 | 0.05% | 6q | -22.4%-$166.0K |
| Farther Finance Advisors, LLC | $553.7K | 6,485 | 0.00% | 12q | +288.1%+$411.0K |
| Midwest Trust Co | $537.2K | 6,286 | 0.01% | 2q | HELD |
| Sanctuary Advisors, LLC | $516.6K | 6,045 | 0.00% | 3q | +25.9%+$106.1K |
| Creative Planning | $502.6K | 5,881 | 0.00% | 11q | +4.0%+$19.4K |
| Concurrent Investment Advisors, LLC | $490.9K | 5,744 | 0.00% | 2q | +33.0%+$121.7K |
| Castleview Partners, LLC | $442.2K | 5,174 | 0.19% | 5q | +4.3%+$18.3K |
| MORGAN STANLEY | $440.5K | 5,154 | 0.00% | 21q | -10.6%-$52.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $430.2K | 5,034 | 0.02% | 15q | HELD |
| Able Wealth Management LLC | $429.8K | 5,030 | 0.10% | 11q | -30.3%-$186.8K |
| TBH Global Asset Management, LLC | $428.2K | 5,010 | 0.08% | 2q | +12.3%+$46.9K |
| Cypress Wealth Services, LLC | $425.6K | 4,980 | 0.05% | 6q | -18.9%-$99.0K |
| Vestmark Advisory Solutions, Inc. | $415.7K | 4,864 | 0.00% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $391.1K | 4,577 | 0.01% | 4q | HELD |
| Mariner, LLC | $386.0K | 4,517 | 0.00% | 3q | HELD |
| Ameritas Advisory Services, LLC | $376.8K | 4,409 | 0.01% | new | NEW |
| FMR LLC | $372.9K | 4,363 | 0.00% | 12q | -8.7%-$35.5K |
| FLORIDA FINANCIAL ADVISORS, LLC | $366.2K | 4,287 | 0.06% | 2q | +39.5%+$103.6K |
| MGO ONE SEVEN LLC | $334.3K | 3,912 | 0.01% | 5q | -10.1%-$37.7K |
Showing the largest 100 of 158 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 | 152 | $1.9B | 22,202,534 | 26 | 51 | 50 | 0.0% |
| Q1 2026 | 136 | $1.4B | 20,455,617 | 26 | 59 | 26 | 0.0% |
| Q4 2025 | 123 | $1.6B | 22,940,312 | 16 | 50 | 29 | 0.0% |
| Q3 2025 | 117 | $1.5B | 22,010,467 | 19 | 33 | 38 | 0.0% |
| Q2 2025 | 113 | $1.4B | 22,024,213 | 18 | 43 | 29 | 0.0% |
| Q1 2025 | 104 | $1.2B | 20,901,151 | 27 | 26 | 33 | 0.0% |
| Q4 2024 | 96 | $1.1B | 18,931,815 | 19 | 23 | 31 | 0.0% |
| Q3 2024 | 76 | $953.7M | 16,895,738 | 11 | 23 | 27 | 0.0% |
| Q2 2024 | 69 | $846.8M | 15,852,946 | 6 | 27 | 18 | 0.0% |
| Q1 2024 | 73 | $769.9M | 14,619,615 | 15 | 26 | 19 | 0.0% |
| Q4 2023 | 62 | $148.5M | 3,244,119 | 14 | 22 | 16 | 0.0% |
| Q3 2023 | 49 | $94.8M | 2,307,899 | 10 | 17 | 9 | 0.0% |
| Q2 2023 | 41 | $50.9M | 1,201,667 | 8 | 13 | 10 | 0.0% |
| Q1 2023 | 41 | $51.3M | 1,294,144 | 9 | 19 | 11 | 0.0% |
| Q4 2022 | 38 | $44.6M | 1,176,692 | 10 | 12 | 11 | 0.0% |
| Q3 2022 | 39 | $145.2M | 4,026,915 | 7 | 14 | 9 | 0.0% |
| Q2 2022 | 38 | $164.6M | 3,890,999 | 8 | 10 | 11 | 0.0% |
| Q1 2022 | 40 | $180.1M | 3,796,821 | 9 | 10 | 13 | 0.0% |
| Q4 2021 | 35 | $178.7M | 3,782,427 | 7 | 13 | 6 | 0.0% |
| Q3 2021 | 31 | $163.1M | 3,738,746 | 11 | 10 | 2 | 0.0% |
| Q2 2021 | 22 | $150.1M | 3,444,562 | 5 | 5 | 6 | 0.0% |
| Q1 2021 | 18 | $130.4M | 3,315,210 | 4 | 10 | 2 | 0.0% |
| Q4 2020 | 18 | $123.0M | 3,163,730 | 3 | 7 | 5 | 0.0% |
| Q3 2020 | 16 | $117.9M | 3,398,962 | 4 | 4 | 6 | 0.0% |
| Q2 2020 | 14 | $51.4M | 1,856,168 | 6 | 4 | 1 | 0.0% |
| Q1 2020 | 10 | $44.8M | 1,800,317 | 4 | 3 | 2 | 0.0% |
| Q4 2019 | 9 | $55.7M | 1,833,053 | 2 | 5 | 1 | 0.0% |
| Q3 2019 | 9 | $91.0M | 3,150,766 | 3 | 3 | 1 | 0.0% |
| Q2 2019 | 6 | $38.2M | 1,343,125 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 7 | $35.8M | 1,299,889 | 1 | 4 | 1 | 0.0% |
| Q4 2018 | 6 | $30.1M | 1,256,025 | 1 | 0 | 0 | 0.0% |