J P MORGAN EXCHANGE TRADED F (JMST)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
545
Reporting holders
$3.6B
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $235.5M | 4,618,229 | 0.02% | 30q | +10.4%+$22.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $195.5M | 3,833,193 | 0.10% | 21q | -1.1%-$2.2M |
| HB Wealth Management, LLC | $166.7M | 3,268,293 | 0.93% | 19q | +28.1%+$36.5M |
| LPL Financial LLC | $157.1M | 3,079,442 | 0.04% | 30q | HELD |
| Resonant Capital Advisors, LLC | $93.9M | 1,841,965 | 4.49% | 23q | +7.1%+$6.3M |
| WELLS FARGO & COMPANY/MN | $80.4M | 1,577,056 | 0.01% | 20q | -49.2%-$77.9M |
| Bank of New York Mellon Corp | $79.7M | 1,562,424 | 0.01% | 14q | +23.8%+$15.3M |
| FMR LLC | $70.4M | 1,380,788 | 0.00% | 14q | HELD |
| Corient Private Wealth LP | $65.2M | 1,278,748 | 0.04% | 15q | +44.7%+$20.1M |
| Salomon & Ludwin, LLC | $61.2M | 1,202,000 | 5.04% | 10q | +1.0%+$617.3K |
| JPMORGAN CHASE & CO | $61.2M | 1,199,281 | 0.00% | 18q | +21.7%+$10.9M |
| BAILARD, INC. | $58.5M | 1,147,099 | 1.19% | 7q | +240.5%+$41.3M |
| UBS Group AG | $55.1M | 1,081,228 | 0.01% | 26q | +4.4%+$2.3M |
| RAYMOND JAMES FINANCIAL INC | $49.0M | 960,457 | 0.01% | 7q | +1.9%+$899.3K |
| Integrated Wealth Concepts LLC | $42.0M | 823,139 | 0.20% | 23q | +34.3%+$10.7M |
| AlphaCore Capital LLC | $38.1M | 747,047 | 0.70% | 6q | -2.9%-$1.1M |
| WEATHERLY ASSET MANAGEMENT L. P. | $37.1M | 727,451 | 2.64% | 25q | HELD |
| OSAIC HOLDINGS, INC. | $36.6M | 716,864 | 0.04% | 26q | -0.5%-$199.8K |
| ROYAL BANK OF CANADA | $36.2M | 710,261 | 0.01% | 30q | +10.2%+$3.4M |
| Bridgewater Advisors Inc. | $34.5M | 678,796 | 1.88% | 22q | +8.2%+$2.6M |
| NorthRock Partners, LLC | $33.8M | 662,850 | 0.49% | 11q | -55.6%-$42.3M |
| Mariner, LLC | $31.3M | 614,234 | 0.03% | 19q | -30.8%-$14.0M |
| Cerity Partners LLC | $30.8M | 604,676 | 0.04% | 17q | -5.9%-$1.9M |
| CWA Asset Management Group, LLC | $30.7M | 601,091 | 0.93% | 15q | +10.9%+$3.0M |
| Sage Mountain Advisors LLC | $28.4M | 556,512 | 1.75% | 3q | +1.8%+$507.2K |
| JONES FINANCIAL COMPANIES LLLP | $27.7M | 543,104 | 0.01% | 10q | +29.1%+$6.2M |
| KEYBANK NATIONAL ASSOCIATION/OH | $27.4M | 536,845 | 0.09% | 8q | HELD |
| Trust Co | $27.1M | 532,294 | 2.45% | 15q | +2.3%+$601.8K |
| Focus Partners Wealth | $26.7M | 524,475 | 0.03% | 11q | +15.6%+$3.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.7M | 524,263 | 0.04% | 12q | +33.1%+$6.6M |
| HighTower Advisors, LLC | $26.1M | 511,979 | 0.03% | 25q | -3.8%-$1.0M |
| FSM Wealth Advisors, LLC | $25.9M | 508,803 | 2.76% | 17q | +6.6%+$1.6M |
| Rockefeller Capital Management L.P. | $25.6M | 502,899 | 0.04% | 25q | +52.5%+$8.8M |
| Global Wealth Management, LLC | $25.6M | 502,395 | 13.05% | 8q | -3.9%-$1.0M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $25.2M | 494,703 | 0.30% | 8q | -23.7%-$7.8M |
| TFO Wealth Partners, LLC | $25.1M | 492,234 | 2.73% | 5q | +7.5%+$1.7M |
| FRANKLIN RESOURCES INC | $24.5M | 480,527 | 0.01% | 25q | +21.7%+$4.4M |
| SouthState Bank Corp | $23.8M | 466,374 | 0.99% | 6q | +42.5%+$7.1M |
| Dynasty Wealth Management, LLC | $23.1M | 452,116 | 0.17% | 3q | +22.6%+$4.3M |
| Cetera Investment Advisers | $22.8M | 446,304 | 0.02% | 16q | +8.3%+$1.7M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $22.6M | 442,803 | 0.30% | 15q | -13.4%-$3.5M |
| WCG Wealth Advisors LLC | $22.5M | 442,140 | 0.53% | 13q | -15.9%-$4.3M |
| CAPTRUST FINANCIAL ADVISORS | $21.0M | 411,148 | 0.03% | 22q | +7.5%+$1.5M |
| Global Strategic Investment Solutions, LLC | $20.9M | 409,414 | 1.85% | 18q | -2.7%-$587.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $20.2M | 397,053 | 0.03% | 30q | +9.9%+$1.8M |
| Private Advisor Group, LLC | $19.5M | 381,476 | 0.09% | 21q | +60.6%+$7.3M |
| Interchange Capital Partners, LLC | $18.4M | 359,911 | 3.45% | 11q | +64.3%+$7.2M |
| Gradient Investments LLC | $18.2M | 356,845 | 0.25% | 6q | +31.0%+$4.3M |
| AXXCESS WEALTH MANAGEMENT, LLC | $17.2M | 337,670 | 0.27% | 19q | -11.9%-$2.3M |
| Capital Asset Advisory Services LLC | $16.2M | 317,774 | 0.59% | 8q | -8.9%-$1.6M |
| Red Door Wealth Management, LLC | $15.8M | 310,180 | 1.44% | 3q | +77.0%+$6.9M |
| STIFEL FINANCIAL CORP | $14.9M | 293,012 | 0.01% | 24q | +17.6%+$2.2M |
| Principle Wealth Partners LLC | $14.9M | 291,500 | 0.73% | 23q | +30.3%+$3.5M |
| Prime Capital Investment Advisors, LLC | $14.8M | 289,295 | 0.14% | 2q | +1.2%+$176.2K |
| Chesley Taft & Associates LLC | $14.6M | 285,335 | 0.57% | 18q | +24.2%+$2.8M |
| ENVESTNET ASSET MANAGEMENT INC | $14.5M | 283,757 | 0.00% | 29q | +12.1%+$1.6M |
| Oak Harvest Investment Services | $14.4M | 282,359 | 1.34% | 14q | +4.4%+$602.7K |
| NewEdge Advisors, LLC | $14.2M | 278,708 | 0.04% | 16q | +17.8%+$2.1M |
| Boothe Investment Group, Inc. | $14.0M | 274,289 | 4.41% | 14q | -1.1%-$155.9K |
| Lido Advisors, LLC | $13.7M | 268,691 | 0.04% | 7q | -3.8%-$543.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $13.7M | 268,058 | 0.22% | 20q | +8.2%+$1.0M |
| Rosenberg Matthew Hamilton | $13.4M | 262,671 | 2.50% | 19q | -2.5%-$348.5K |
| Phoenix Wealth Advisors | $13.3M | 261,094 | 4.49% | 8q | +27.4%+$2.9M |
| Farther Finance Advisors, LLC | $13.3M | 260,393 | 0.10% | 11q | +28.3%+$2.9M |
| Sequoia Financial Advisors, LLC | $13.2M | 257,948 | 0.07% | 18q | -5.2%-$726.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $13.0M | 254,962 | 0.01% | 19q | +118.6%+$7.1M |
| MBM WEALTH CONSULTANTS, LLC | $12.5M | 245,679 | 2.42% | 17q | +3.9%+$465.3K |
| Auxano Advisors, LLC | $12.1M | 237,243 | 2.29% | 23q | -6.5%-$836.0K |
| Elequin Capital, LP | $12.1M | 236,301 | 0.36% | 5q | +188.5%+$7.9M |
| Fiduciary Trust Co | $11.8M | 231,332 | 0.13% | 22q | -26.8%-$4.3M |
| Opal Wealth Advisors, LLC | $11.5M | 224,850 | 2.48% | 12q | +3.1%+$349.6K |
| CITIZENS FINANCIAL GROUP INC/RI | $11.2M | 220,283 | 0.14% | 8q | +25.4%+$2.3M |
| Avidian Wealth Enterprises, LLC | $11.1M | 218,332 | 0.31% | 9q | -11.3%-$1.4M |
| Diversified Portfolios, Inc. | $10.9M | 214,582 | 0.79% | 9q | -11.7%-$1.4M |
| DAVIDSON INVESTMENT ADVISORS | $10.7M | 209,448 | 0.44% | 14q | -3.4%-$376.5K |
| SIMON QUICK ADVISORS, LLC | $10.6M | 208,365 | 0.43% | 3q | +0.6%+$68.1K |
| TD Capital Management LLC | $10.1M | 198,650 | 0.83% | 28q | -9.6%-$1.1M |
| Aspen Wealth Management LLC | $10.0M | 195,619 | 1.69% | 11q | +19.3%+$1.6M |
| OpenArc Corporate Advisory, LLC | $9.9M | 193,764 | 0.12% | 3q | +57.5%+$3.6M |
| Summit Financial, LLC | $9.5M | 186,728 | 0.10% | 4q | -4.7%-$474.9K |
| REGIONS FINANCIAL CORP | $9.1M | 179,398 | 0.05% | 16q | -1.5%-$136.0K |
| RPg Family Wealth Advisory, LLC | $9.1M | 179,298 | 0.85% | 5q | +97.2%+$4.5M |
| Valeo Financial Advisors, LLC | $8.5M | 166,682 | 0.18% | 3q | +1.8%+$151.5K |
| Quotient Wealth Partners, LLC | $8.4M | 165,677 | 0.20% | 9q | +15.6%+$1.1M |
| YHB Investment Advisors, Inc. | $8.4M | 165,574 | 0.54% | 24q | +33.1%+$2.1M |
| Whitegate Investment Counselors, Inc. | $8.4M | 164,442 | 2.39% | 8q | -5.5%-$487.8K |
| Great Point Wealth Advisors, LLC | $8.2M | 161,685 | 1.33% | 9q | -0.8%-$64.8K |
| Vertex Planning Partners, LLC | $8.0M | 157,816 | 1.20% | 15q | +0.9%+$72.2K |
| Stratos Wealth Partners, LTD. | $7.8M | 152,465 | 0.08% | 15q | +2.4%+$179.2K |
| Elmwood Wealth Management, Inc. | $7.6M | 149,352 | 1.91% | 21q | +1.4%+$108.7K |
| CENTRAL TRUST Co | $7.4M | 145,149 | 0.13% | 25q | +3.3%+$233.1K |
| Southeast Asset Advisors, LLC | $7.3M | 143,600 | 0.74% | 5q | HELD |
| Apex Wealth Management, LLC | $7.3M | 143,272 | 4.46% | 7q | +1.1%+$79.5K |
| Per Stirling Capital Management, LLC. | $7.3M | 143,243 | 0.69% | 15q | -1.6%-$121.8K |
| MY Wealth Management Inc. | $7.2M | 141,183 | 5.07% | 6q | +271.9%+$5.3M |
| Sierra Capital LLC | $7.0M | 137,619 | 0.68% | 5q | HELD |
| PDS Planning, Inc | $6.7M | 131,459 | 0.39% | 18q | +18.4%+$1.0M |
| EP Wealth Advisors, LLC | $6.7M | 130,874 | 0.03% | 23q | HELD |
| Capital Advisors Wealth Management, LLC | $6.6M | 130,140 | 0.78% | 6q | -6.4%-$451.0K |
| Mainsail Financial Group, LLC | $6.6M | 128,461 | 2.23% | 3q | +39.6%+$1.9M |
Showing the largest 100 of 560 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 | 545 | $3.6B | 70,104,310 | 37 | 232 | 166 | 0.0% |
| Q1 2026 | 537 | $3.5B | 68,295,930 | 45 | 231 | 169 | 0.0% |
| Q4 2025 | 527 | $3.3B | 65,313,076 | 44 | 220 | 148 | 0.0% |
| Q3 2025 | 481 | $3.0B | 59,224,546 | 35 | 233 | 142 | 0.0% |
| Q2 2025 | 478 | $2.9B | 57,070,771 | 44 | 225 | 143 | 0.0% |
| Q1 2025 | 471 | $2.6B | 50,375,278 | 57 | 218 | 130 | 0.0% |
| Q4 2024 | 441 | $2.3B | 44,639,671 | 41 | 170 | 135 | 0.0% |
| Q3 2024 | 407 | $2.1B | 40,563,459 | 39 | 169 | 122 | 0.0% |
| Q2 2024 | 399 | $1.9B | 36,829,315 | 49 | 130 | 141 | 0.0% |
| Q1 2024 | 372 | $1.8B | 35,989,644 | 44 | 119 | 133 | 0.0% |
| Q4 2023 | 354 | $1.9B | 36,488,585 | 40 | 105 | 133 | 0.0% |
| Q3 2023 | 322 | $1.8B | 35,253,454 | 29 | 82 | 155 | 0.0% |
| Q2 2023 | 316 | $1.8B | 36,037,697 | 24 | 91 | 139 | 0.0% |
| Q1 2023 | 322 | $1.7B | 32,627,251 | 42 | 91 | 139 | 0.0% |
| Q4 2022 | 292 | $1.7B | 34,335,049 | 41 | 91 | 105 | 0.1% |
| Q3 2022 | 323 | $2.1B | 42,311,910 | 46 | 106 | 120 | 0.1% |
| Q2 2022 | 302 | $2.7B | 52,911,921 | 38 | 97 | 131 | 0.1% |
| Q1 2022 | 301 | $2.8B | 55,182,729 | 34 | 105 | 114 | 0.0% |
| Q4 2021 | 292 | $1.4B | 27,733,475 | 31 | 103 | 73 | 0.1% |
| Q3 2021 | 253 | $1.3B | 25,847,677 | 42 | 113 | 60 | 0.0% |
| Q2 2021 | 223 | $1.1B | 21,544,279 | 42 | 97 | 56 | 0.0% |
| Q1 2021 | 199 | $964.4M | 18,898,553 | 41 | 82 | 44 | 0.0% |
| Q4 2020 | 167 | $662.4M | 12,977,991 | 42 | 75 | 22 | 0.0% |
| Q3 2020 | 125 | $368.8M | 7,232,993 | 35 | 61 | 16 | 0.0% |
| Q2 2020 | 95 | $196.0M | 3,845,718 | 37 | 34 | 15 | 0.0% |
| Q1 2020 | 67 | $116.6M | 2,312,748 | 19 | 24 | 16 | 0.0% |
| Q4 2019 | 58 | $65.7M | 1,300,594 | 13 | 16 | 14 | 0.0% |
| Q3 2019 | 45 | $69.8M | 1,384,424 | 17 | 13 | 11 | 0.0% |
| Q2 2019 | 32 | $64.5M | 1,278,293 | 16 | 7 | 5 | 0.0% |
| Q1 2019 | 18 | $45.6M | 907,120 | 11 | 1 | 2 | 0.0% |
| Q4 2018 | 7 | $35.9M | 713,972 | 0 | 0 | 0 | 0.0% |