J P MORGAN EXCHANGE TRADED F (JMTG)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
165
Reporting holders
$6.2B
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $2.4B | 47,687,106 | 0.13% | 5q | -2.3%-$55.8M |
| BANK OF AMERICA CORP /DE/ | $739.7M | 14,595,712 | 0.05% | 4q | +1.9%+$13.9M |
| NorthRock Partners, LLC | $409.6M | 8,082,572 | 5.94% | 5q | -17.1%-$84.3M |
| LPL Financial LLC | $237.3M | 4,681,551 | 0.05% | 5q | -2.0%-$4.8M |
| M&T Bank Corp | $229.1M | 4,519,915 | 0.67% | 4q | +35.1%+$59.5M |
| MORGAN STANLEY | $222.0M | 4,381,196 | 0.01% | 5q | -21.3%-$60.0M |
| Hamilton Capital, LLC | $194.9M | 3,845,227 | 9.65% | 4q | +1.2%+$2.4M |
| Acropolis Investment Management, LLC | $193.5M | 3,807,088 | 4.04% | 3q | +120.6%+$105.8M |
| AMERIPRISE FINANCIAL INC | $177.5M | 3,503,450 | 0.04% | 5q | -51.0%-$184.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.7M | 1,960,299 | 0.17% | 5q | +5.4%+$5.0M |
| JOHNSON INVESTMENT COUNSEL INC | $79.8M | 1,575,261 | 0.58% | 2q | HELD |
| BAILARD, INC. | $76.6M | 1,511,914 | 1.56% | 4q | +3.8%+$2.8M |
| Avalon Trust Co | $68.1M | 1,343,889 | 4.19% | 5q | +0.5%+$344.0K |
| HSBC HOLDINGS PLC | $49.1M | 967,948 | 0.02% | 4q | -1.0%-$511.3K |
| BlueStem Wealth Partners, LLC | $48.5M | 957,738 | 4.83% | 3q | +31.0%+$11.5M |
| Ocean Park Asset Management, LLC | $45.7M | 900,978 | 2.20% | 4q | HELD |
| First National Trust Co | $45.4M | 895,717 | 1.54% | 4q | +6.4%+$2.7M |
| OneDigital Investment Advisors LLC | $45.0M | 887,331 | 0.38% | 5q | HELD |
| Bill Few Associates, Inc. | $43.4M | 855,925 | 9.23% | 5q | +10.2%+$4.0M |
| Kestra Advisory Services, LLC | $41.8M | 825,355 | 0.13% | 5q | -17.3%-$8.8M |
| Goelzer Investment Management, Inc. | $40.9M | 807,941 | 1.78% | 5q | -1.4%-$591.0K |
| CAPTRUST FINANCIAL ADVISORS | $40.8M | 804,293 | 0.06% | 4q | -20.9%-$10.7M |
| Tortoise Investment Management, LLC | $35.7M | 705,007 | 2.66% | 3q | +14.6%+$4.5M |
| Focus Partners Wealth | $34.9M | 687,816 | 0.04% | 5q | +26.1%+$7.2M |
| Curi Capital, LLC | $34.5M | 680,307 | 0.53% | 5q | +0.8%+$272.9K |
| RAYMOND JAMES FINANCIAL INC | $33.6M | 663,629 | 0.01% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $33.5M | 660,787 | 0.01% | 5q | +32.2%+$8.2M |
| WELLS FARGO & COMPANY/MN | $32.4M | 638,916 | 0.01% | 5q | -39.5%-$21.2M |
| FIRST NATIONAL BANK SIOUX FALLS | $31.2M | 611,824 | 8.55% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $31.0M | 612,454 | 0.02% | 4q | +106.0%+$16.0M |
| Sanctuary Advisors, LLC | $30.2M | 596,769 | 0.14% | 5q | +6.9%+$1.9M |
| Diversified Portfolios, Inc. | $30.0M | 591,070 | 2.17% | 5q | +1727.7%+$28.3M |
| CABOT WEALTH MANAGEMENT INC | $24.4M | 480,901 | 2.48% | new | NEW |
| Abacus Planning Group, Inc. | $19.4M | 383,519 | 2.40% | 5q | -18.0%-$4.3M |
| Bank of New York Mellon Corp | $19.0M | 375,601 | 0.00% | 4q | +6.8%+$1.2M |
| Choice Wealth Advisors LLC | $17.1M | 337,241 | 6.00% | 5q | +3.9%+$641.4K |
| HighPoint Advisor Group LLC | $15.3M | 301,964 | 0.54% | 3q | -32.7%-$7.4M |
| JONES FINANCIAL COMPANIES LLLP | $14.6M | 287,146 | 0.01% | 4q | +10.3%+$1.4M |
| TrustBank | $13.2M | 260,306 | 4.48% | 3q | HELD |
| STIFEL FINANCIAL CORP | $12.4M | 245,462 | 0.01% | 5q | -3.7%-$480.0K |
| Modern Wealth Management, LLC | $11.9M | 235,582 | 0.14% | 5q | -13.9%-$1.9M |
| SSI INVESTMENT MANAGEMENT LLC | $11.7M | 231,534 | 0.68% | 3q | -25.0%-$3.9M |
| GOLDMAN SACHS GROUP INC | $10.5M | 207,420 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $10.3M | 203,398 | 0.61% | 3q | +106.8%+$5.3M |
| BANK OF MONTREAL /CAN/ | $9.6M | 188,720 | 0.00% | 4q | -10.0%-$1.1M |
| Integrated Wealth Concepts LLC | $8.9M | 174,914 | 0.04% | 5q | +53.8%+$3.1M |
| Envestnet Portfolio Solutions, Inc. | $8.7M | 170,782 | 0.04% | 3q | -12.0%-$1.2M |
| Beverly Hills Private Wealth, LLC | $8.5M | 166,840 | 1.61% | 4q | +11.4%+$864.8K |
| INVENIO WEALTH PARTNERS LLC | $8.4M | 165,645 | 3.01% | 2q | +2.6%+$213.8K |
| JANE STREET GROUP, LLC | $8.1M | 160,399 | 0.00% | 2q | +402.2%+$6.5M |
| Cetera Investment Advisers | $7.5M | 148,190 | 0.01% | 5q | +22.5%+$1.4M |
| Equitable Holdings, Inc. | $7.2M | 141,490 | 0.04% | 5q | -3.2%-$238.8K |
| OSAIC HOLDINGS, INC. | $5.2M | 102,173 | 0.01% | 5q | +0.7%+$34.8K |
| Galvin, Gaustad & Stein, LLC | $4.9M | 96,604 | 0.36% | 3q | +43.2%+$1.5M |
| Central Pacific Bank - Trust Division | $4.8M | 95,070 | 0.49% | 3q | -29.7%-$2.0M |
| Cornerstone Wealth Management, LLC | $4.4M | 87,218 | 0.19% | 5q | +1.0%+$44.4K |
| UBS Group AG | $4.4M | 86,919 | 0.00% | 5q | -39.9%-$2.9M |
| BREAKTHRU ADVISORY SERVICES, LLC | $4.3M | 84,183 | 14.33% | 4q | -7.7%-$356.6K |
| FinArc Investments, Inc. | $4.2M | 83,354 | 3.83% | 2q | +2.2%+$89.7K |
| Private Advisor Group, LLC | $4.1M | 80,996 | 0.02% | 5q | +87.0%+$1.9M |
| HighTower Advisors, LLC | $3.5M | 68,977 | 0.00% | 4q | +2.1%+$71.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 66,068 | 0.00% | 5q | -10.5%-$392.9K |
| Allen Capital Group, LLC | $3.2M | 63,808 | 0.26% | 5q | -1.1%-$34.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $3.2M | 63,573 | 0.06% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1M | 61,257 | 0.00% | 5q | -12.7%-$449.9K |
| UMB Bank, n.a. | $3.1M | 61,184 | 0.04% | 3q | -15.8%-$582.5K |
| ESL Trust Services, LLC | $2.9M | 58,086 | 0.50% | 5q | +7.5%+$205.4K |
| Vestmark Advisory Solutions, Inc. | $2.9M | 57,618 | 0.03% | new | NEW |
| Avise Financial Cooperative, Inc. | $2.8M | 54,646 | 1.96% | 3q | +10.1%+$253.8K |
| CHOREO, LLC | $2.6M | 50,350 | 0.03% | 5q | +2.5%+$61.6K |
| Perennial Advisors, LLC | $2.2M | 44,290 | 0.35% | 2q | +19.4%+$364.1K |
| CITADEL ADVISORS LLC | $2.2M | 44,138 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $2.2M | 43,549 | 0.00% | 5q | +17.8%+$333.2K |
| NewEdge Advisors, LLC | $2.2M | 43,258 | 0.01% | 5q | -19.5%-$531.7K |
| Independence Bank of Kentucky | $2.1M | 41,857 | 0.24% | 4q | -6.8%-$155.2K |
| CITIZENS FINANCIAL GROUP INC/RI | $2.1M | 41,325 | 0.03% | 2q | -20.5%-$540.8K |
| FIRST NATIONAL BANK OF OMAHA | $1.9M | 37,420 | 0.05% | 5q | -5.1%-$101.3K |
| Western Wealth Management, LLC | $1.7M | 33,891 | 0.06% | 5q | +5.1%+$83.4K |
| Hudson Portfolio Management LLC | $1.6M | 31,925 | 1.22% | 3q | +73.3%+$684.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 31,670 | 0.02% | 3q | HELD |
| DAVENPORT & Co LLC | $1.6M | 31,588 | 0.01% | 5q | -1.0%-$15.6K |
| Global Retirement Partners, LLC | $1.6M | 31,386 | 0.02% | 4q | -13.4%-$246.7K |
| Dorsey & Whitney Trust CO LLC | $1.4M | 28,416 | 0.07% | 4q | HELD |
| RFG Advisory, LLC | $1.4M | 28,171 | 0.02% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 25,694 | 0.00% | 2q | -76.0%-$4.1M |
| CDKV HOLDINGS LLC | $1.1M | 22,674 | 0.90% | 3q | -1.8%-$21.4K |
| Advisory Services Network, LLC | $1.1M | 22,603 | 0.01% | 2q | +128.1%+$643.3K |
| Beacon Pointe Advisors, LLC | $1.1M | 20,945 | 0.00% | 5q | -3.4%-$36.8K |
| Sigma Planning Corp | $1.1M | 20,889 | 0.03% | 4q | -37.9%-$644.9K |
| PFG Advisors | $1.1M | 20,850 | 0.05% | 5q | -2.6%-$28.4K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.0M | 19,874 | 0.16% | 5q | -1.9%-$19.4K |
| Atria Investments, Inc | $926.9K | 18,289 | 0.01% | 3q | HELD |
| Mariner, LLC | $862.4K | 17,016 | 0.00% | 5q | -70.3%-$2.0M |
| Creative Planning | $822.2K | 16,224 | 0.00% | 5q | -1.2%-$9.9K |
| HB Wealth Management, LLC | $786.9K | 15,527 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $771.0K | 15,216 | 0.00% | 5q | +87.8%+$360.5K |
| YARGER WEALTH STRATEGIES, LLC | $750.3K | 14,905 | 0.27% | 5q | -31.4%-$343.1K |
| Vise Technologies, Inc. | $740.2K | 14,605 | 0.01% | 3q | -9.9%-$81.1K |
| OLD MISSION CAPITAL LLC | $695.9K | 13,731 | 0.01% | new | NEW |
| Concurrent Investment Advisors, LLC | $687.4K | 13,563 | 0.01% | 2q | +2.9%+$19.6K |
Showing the largest 100 of 168 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 | 165 | $6.2B | 123,049,337 | 20 | 59 | 53 | 0.0% |
| Q1 2026 | 165 | $6.4B | 125,873,494 | 18 | 63 | 45 | 0.0% |
| Q4 2025 | 159 | $5.9B | 115,787,417 | 39 | 60 | 35 | 0.0% |
| Q3 2025 | 129 | $7.1B | 139,345,079 | 50 | 31 | 30 | 0.0% |
| Q2 2025 | 91 | $2.2B | 43,645,067 | 90 | 0 | 0 | 0.0% |