J P MORGAN EXCHANGE TRADED F (JMSI)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
65
Reporting holders
$190.5M
Reported value
0.0%
Held as options
-6
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 | $51.5M | 1,020,016 | 0.00% | 12q | +9.4%+$4.4M |
| EP Wealth Advisors, LLC | $22.6M | 448,963 | 0.09% | 11q | +11.0%+$2.3M |
| PNC Financial Services Group, Inc. | $11.2M | 222,569 | 0.01% | 12q | -2.6%-$304.8K |
| Integrated Wealth Concepts LLC | $10.5M | 208,955 | 0.05% | 3q | +138.5%+$6.1M |
| ENVESTNET ASSET MANAGEMENT INC | $9.3M | 184,958 | 0.00% | 12q | -6.2%-$621.1K |
| SEEDS INVESTOR LLC | $8.9M | 177,353 | 0.92% | 7q | +4.9%+$418.1K |
| Ellevest, Inc. | $8.5M | 168,729 | 1.00% | 9q | +14.0%+$1.0M |
| FMR LLC | $7.9M | 156,354 | 0.00% | 7q | +81.0%+$3.5M |
| RAYMOND JAMES FINANCIAL INC | $7.6M | 151,444 | 0.00% | 7q | -2.4%-$185.6K |
| MISSION WEALTH MANAGEMENT, LP | $5.5M | 109,115 | 0.07% | 12q | +1.6%+$84.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8M | 94,481 | 0.00% | 12q | +10.6%+$457.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 75,010 | 0.01% | 7q | +97.0%+$1.8M |
| Modera Wealth Management, LLC | $3.1M | 61,882 | 0.03% | 12q | +1.5%+$44.7K |
| LPL Financial LLC | $2.5M | 50,080 | 0.00% | 12q | +48.2%+$821.9K |
| JONES FINANCIAL COMPANIES LLLP | $2.5M | 50,140 | 0.00% | 10q | +13.0%+$291.3K |
| Fiduciary Trust Co | $2.4M | 48,293 | 0.03% | 12q | +7.1%+$161.4K |
| 5T Wealth, LLC | $2.1M | 41,471 | 0.78% | 2q | +513.2%+$1.8M |
| GeoWealth Management, LLC | $2.0M | 39,875 | 0.06% | 10q | -16.4%-$393.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 38,824 | 0.00% | 5q | +100.2%+$979.9K |
| GOLDMAN SACHS GROUP INC | $1.9M | 37,662 | 0.00% | new | NEW |
| Focus Partners Wealth | $1.9M | 37,186 | 0.00% | 7q | -7.3%-$147.5K |
| Farther Finance Advisors, LLC | $1.5M | 30,494 | 0.01% | 2q | +508133.3%+$1.5M |
| CPC Advisors, LLC | $1.5M | 29,973 | 0.20% | 10q | -7.5%-$123.0K |
| Elequin Capital, LP | $1.4M | 28,342 | 0.04% | new | NEW |
| Fairway Wealth LLC | $1.4M | 28,103 | 0.32% | 7q | +15.1%+$185.8K |
| Perigon Wealth Management, LLC | $1.3M | 25,316 | 0.02% | 2q | +83.3%+$580.2K |
| Wealth Architects, LLC | $1.1M | 22,203 | 0.09% | 11q | +2.2%+$24.1K |
| NewEdge Advisors, LLC | $967.3K | 19,177 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $788.8K | 15,638 | 0.00% | 12q | +5.2%+$38.8K |
| AMARILLO NATIONAL BANK | $716.6K | 14,207 | 0.11% | 12q | HELD |
| PFG Investments, LLC | $542.6K | 10,758 | 0.02% | 3q | +0.9%+$4.9K |
| Merit Financial Group, LLC | $497.3K | 9,860 | 0.00% | 3q | +107.4%+$257.5K |
| CITADEL ADVISORS LLC | $496.7K | 9,848 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $491.5K | 9,744 | 0.00% | 5q | -11.5%-$64.0K |
| McNamara Financial Services, Inc. | $458.0K | 9,081 | 0.08% | 5q | +12.6%+$51.4K |
| FLAGSHIP HARBOR ADVISORS, LLC | $434.8K | 8,620 | 0.02% | 7q | +5.8%+$24.0K |
| Allworth Financial LP | $418.7K | 8,302 | 0.00% | 4q | +6.4%+$25.3K |
| JANE STREET GROUP, LLC | $406.6K | 8,061 | 0.00% | 8q | -83.1%-$2.0M |
| Ally Invest Advisors Inc. | $311.9K | 6,184 | 0.02% | 6q | +8.0%+$23.2K |
| Prime Capital Investment Advisors, LLC | $310.6K | 6,158 | 0.00% | new | NEW |
| Xena Financial Planning, LLC | $303.4K | 6,015 | 0.29% | 3q | -20.8%-$79.6K |
| WealthPlan Investment Management, LLC | $289.2K | 5,733 | 0.01% | 2q | -37.7%-$175.0K |
| WINCAP FINANCIAL LLC | $264.8K | 5,250 | 0.14% | 7q | HELD |
| TBH Global Asset Management, LLC | $263.3K | 5,220 | 0.05% | new | NEW |
| FIFTH THIRD BANCORP | $242.5K | 4,807 | 0.00% | 2q | HELD |
| GGM Financial LLC | $231.6K | 4,592 | 0.09% | 3q | +155.4%+$140.9K |
| IFP Advisors, Inc | $206.1K | 4,086 | 0.00% | 5q | +23.7%+$39.4K |
| Apollon Wealth Management, LLC | $203.6K | 4,036 | 0.00% | new | NEW |
| MORGAN STANLEY | $187.1K | 3,709 | 0.00% | 12q | HELD |
| AdvisorNet Financial, Inc | $185.6K | 3,680 | 0.01% | 6q | HELD |
| Betterment LLC | $100.1K | 1,984,457 | 0.17% | 9q | +16.9%+$14.5K |
| Aptus Capital Advisors, LLC | $89.6K | 1,776 | 0.00% | 8q | -1.9%-$1.8K |
| Triumph Capital Management | $63.8K | 1,265 | 0.01% | 3q | HELD |
| Rossby Financial, LCC | $59.7K | 1,184 | 0.01% | 4q | +7.9%+$4.4K |
| Financial Network Wealth Advisors LLC | $54.8K | 1,087 | 0.06% | 6q | +0.9% |
| Global Retirement Partners, LLC | $32.8K | 650 | 0.00% | 10q | +1.7% |
| OSAIC HOLDINGS, INC. | $28.2K | 559 | 0.00% | 12q | +2.0% |
| MASECO LLP | $26.2K | 519 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $7.9K | 156 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $4.0K | 80 | 0.00% | 3q | HELD |
| BLUELINE ADVISORS LLC | $4.0K | 79 | 0.00% | 3q | +17.9% |
| ASSETMARK, INC | $2.6K | 52 | 0.00% | 3q | HELD |
| JPL Wealth Management, LLC | $2.2K | 43 | 0.00% | new | NEW |
| Transamerica Financial Advisors, LLC | $2.1K | 41 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $398 | 8 | 0.00% | 2q | +33.3% |
| Russell Investments Group, Ltd. | $50 | 1 | 0.00% | 2q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $5 | 101 | 0.00% | 3q | -17.9% |
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 | 65 | $190.5M | 3,778,057 | 9 | 34 | 11 | 0.0% |
| Q1 2026 | 71 | $166.3M | 3,342,594 | 15 | 30 | 15 | 0.0% |
| Q4 2025 | 65 | $158.2M | 3,139,887 | 11 | 25 | 12 | 0.0% |
| Q3 2025 | 56 | $173.9M | 3,463,810 | 10 | 25 | 10 | 0.0% |
| Q2 2025 | 52 | $118.1M | 2,390,069 | 11 | 18 | 16 | 0.0% |
| Q1 2025 | 43 | $116.1M | 2,331,575 | 6 | 20 | 11 | 0.0% |
| Q4 2024 | 43 | $116.1M | 2,318,401 | 10 | 11 | 13 | 0.0% |
| Q3 2024 | 33 | $130.7M | 2,560,486 | 5 | 12 | 6 | 0.0% |
| Q2 2024 | 31 | $122.9M | 2,444,806 | 5 | 13 | 9 | 0.0% |
| Q1 2024 | 31 | $129.4M | 2,567,756 | 6 | 8 | 11 | 0.0% |
| Q4 2023 | 30 | $136.5M | 2,701,451 | 3 | 12 | 10 | 0.0% |
| Q3 2023 | 29 | $100.0M | 2,077,529 | 29 | 0 | 0 | 0.0% |