J P MORGAN EXCHANGE TRADED F (JMUB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
498
Reporting holders
$5.4B
Reported value
0.3%
Held as options
+12
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 | $614.1M | 12,119,839 | 0.03% | 12q | -5.7%-$36.9M |
| LPL Financial LLC | $343.1M | 6,772,836 | 0.08% | 26q | +9.1%+$28.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $266.6M | 5,262,506 | 0.14% | 15q | +10.3%+$25.0M |
| Meeder Advisory Services, Inc. | $222.4M | 4,389,856 | 8.14% | 6q | +3.0%+$6.5M |
| Cetera Investment Advisers | $207.1M | 4,089,282 | 0.19% | 10q | +12.5%+$23.0M |
| AMERIPRISE FINANCIAL INC | $165.0M | 3,257,514 | 0.03% | 9q | -43.3%-$126.2M |
| JONES FINANCIAL COMPANIES LLLP | $158.2M | 3,124,556 | 0.06% | 9q | +120.1%+$86.3M |
| BANK OF AMERICA CORP /DE/ | $150.4M | 2,969,076 | 0.01% | 13q | +8.5%+$11.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $132.5M | 2,629,605 | 0.22% | 13q | +15.9%+$18.2M |
| ENVESTNET ASSET MANAGEMENT INC | $110.8M | 2,186,706 | 0.03% | 18q | +14.3%+$13.8M |
| RAYMOND JAMES FINANCIAL INC | $90.6M | 1,788,903 | 0.02% | 7q | +2.9%+$2.6M |
| CAPTRUST FINANCIAL ADVISORS | $76.6M | 1,512,748 | 0.12% | 5q | +18.0%+$11.7M |
| Integrated Wealth Concepts LLC | $68.6M | 1,353,508 | 0.33% | 23q | +34.8%+$17.7M |
| 1900 WEALTH MANAGEMENT LLC | $68.4M | 1,350,673 | 3.81% | 11q | -3.9%-$2.8M |
| Avantax Planning Partners, Inc. | $67.6M | 1,335,459 | 1.68% | 18q | +7.6%+$4.8M |
| MORGAN STANLEY | $63.7M | 1,257,661 | 0.00% | 7q | +7.9%+$4.7M |
| Forvis Mazars Wealth Advisors, LLC | $63.6M | 1,255,802 | 1.06% | 14q | -1.0%-$649.9K |
| Corient Private Wealth LP | $60.8M | 1,199,819 | 0.04% | 4q | +77.4%+$26.5M |
| Dynasty Wealth Management, LLC | $58.1M | 1,146,449 | 0.43% | 4q | +43.8%+$17.7M |
| OSAIC HOLDINGS, INC. | $54.6M | 1,076,926 | 0.06% | 26q | +10.3%+$5.1M |
| Rockefeller Capital Management L.P. | $50.3M | 993,028 | 0.08% | 12q | +13.1%+$5.8M |
| Asio Capital, LLC | $48.9M | 965,274 | 6.26% | 14q | +5.1%+$2.4M |
| Orion Porfolio Solutions, LLC | $44.3M | 873,906 | 0.34% | 6q | HELD |
| G2 CAPITAL MANAGEMENT, LLC / OH | $41.0M | 810,353 | 8.95% | 11q | +1.6%+$629.6K |
| CENTRAL TRUST Co | $40.2M | 793,283 | 0.73% | 25q | +2.3%+$909.1K |
| Equitable Holdings, Inc. | $37.9M | 748,040 | 0.23% | 9q | +1.8%+$677.6K |
| COLLECTIVE FAMILY OFFICE LLC | $36.9M | 728,056 | 7.54% | 14q | +0.8%+$285.2K |
| MML INVESTORS SERVICES, LLC | $36.7M | 724,122 | 0.07% | 27q | +28.4%+$8.1M |
| TIAA Wealth Investment Management LLC | $34.9M | 688,121 | 0.23% | 2q | +10.1%+$3.2M |
| AllGen Financial Advisors, Inc. | $33.7M | 664,690 | 7.35% | 16q | +185.5%+$21.9M |
| Tortoise Investment Management, LLC | $33.6M | 664,214 | 2.51% | 5q | +12.4%+$3.7M |
| MAI Capital Management | $33.2M | 655,314 | 0.12% | 3q | HELD |
| BAILARD, INC. | $33.1M | 653,474 | 0.67% | 7q | -3.9%-$1.3M |
| OpenArc Corporate Advisory, LLC | $33.0M | 651,078 | 0.39% | 3q | +35.2%+$8.6M |
| HighTower Advisors, LLC | $32.8M | 648,294 | 0.03% | 24q | -21.4%-$8.9M |
| ASSETMARK, INC | $32.5M | 641,928 | 0.06% | 10q | +3.7%+$1.2M |
| ABLE Financial Group, LLC | $29.5M | 582,550 | 4.95% | 5q | +18.5%+$4.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.0M | 551,894 | 0.04% | 17q | +13.7%+$3.4M |
| Larson Financial Group LLC | $27.2M | 537,668 | 0.72% | 9q | +12.2%+$3.0M |
| Lebenthal Global Advisors, LLC | $26.4M | 520,742 | 3.56% | 4q | +37.4%+$7.2M |
| MATHER GROUP, LLC. | $26.2M | 516,975 | 0.23% | 8q | +8.8%+$2.1M |
| Avidian Wealth Enterprises, LLC | $25.5M | 504,030 | 0.71% | 6q | +5.7%+$1.4M |
| Clearwater Capital Advisors, LLC | $25.3M | 500,367 | 1.86% | 11q | +4.2%+$1.0M |
| Syntegra Private Wealth Group, LLC | $24.6M | 484,965 | 1.90% | 10q | +122.9%+$13.5M |
| TRUIST FINANCIAL CORP | $24.1M | 475,402 | 0.03% | 27q | +9.8%+$2.1M |
| Amplius Wealth Advisors, LLC | $23.8M | 470,566 | 1.75% | 6q | +22.4%+$4.4M |
| Bridgewater Advisors Inc. | $22.1M | 444,537 | 1.20% | 5q | -23.4%-$6.7M |
| Smith & Howard Wealth Management, LLC | $21.9M | 432,992 | 4.36% | 12q | -3.5%-$807.2K |
| WELLS FARGO & COMPANY/MN | $21.6M | 426,082 | 0.00% | 16q | -50.9%-$22.4M |
| Beacon Pointe Advisors, LLC | $20.3M | 400,958 | 0.09% | 10q | +3435.8%+$19.7M |
| IAG Wealth Partners, LLC | $20.3M | 400,095 | 2.01% | 11q | -3.2%-$664.3K |
| INVENIO WEALTH PARTNERS LLC | $20.1M | 397,279 | 7.21% | 12q | +4.4%+$847.6K |
| Savant Capital, LLC | $19.5M | 385,070 | 0.06% | 6q | +36.5%+$5.2M |
| Diversified Portfolios, Inc. | $19.3M | 380,323 | 1.40% | 11q | +40.2%+$5.5M |
| Clear Trail Advisors, LLC | $18.7M | 369,734 | 2.86% | 2q | +29.6%+$4.3M |
| SAGESPRING WEALTH PARTNERS, LLC | $18.2M | 359,313 | 0.28% | 7q | +45.0%+$5.7M |
| Summit Financial, LLC | $18.1M | 356,903 | 0.20% | 4q | HELD |
| Apollon Wealth Management, LLC | $18.0M | 356,305 | 0.22% | 10q | +21.1%+$3.1M |
| Nolet Wealth Management, LLC | $17.6M | 346,476 | 9.69% | 3q | -26.1%-$6.2M |
| CGN Advisors LLC | $17.5M | 345,172 | 1.28% | 23q | -1.8%-$319.6K |
| Cardinal Strategic Wealth Guidance | $17.1M | 337,742 | 3.88% | new | NEW |
| CFO4Life Group, LLC | $16.8M | 331,936 | 2.26% | 11q | +1.9%+$317.9K |
| ARQ WEALTH ADVISORS, LLC | $16.8M | 336,222 | 2.08% | new | NEW |
| PW ADVISORS, LLC \ FL | $16.7M | 329,861 | 11.15% | 3q | +10.9%+$1.6M |
| Wealth Alliance Advisory Group, LLC | $16.4M | 323,908 | 2.37% | 16q | +2.2%+$354.5K |
| HUNTINGTON NATIONAL BANK | $16.3M | 322,222 | 0.08% | 7q | -5.0%-$853.8K |
| Harbor Group, Inc. | $15.9M | 313,229 | 1.86% | 4q | +1.3%+$210.4K |
| Chesley Taft & Associates LLC | $15.8M | 312,202 | 0.62% | 10q | +11.2%+$1.6M |
| Aspen Wealth Management LLC | $15.4M | 304,147 | 2.62% | 18q | +31.0%+$3.6M |
| Magnus Financial Group LLC | $14.7M | 289,678 | 1.04% | 11q | +4.6%+$642.0K |
| Per Stirling Capital Management, LLC. | $14.6M | 288,087 | 1.39% | 9q | HELD |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $13.9M | 274,073 | 1.76% | 12q | +16.7%+$2.0M |
| Merit Financial Group, LLC | $13.8M | 271,582 | 0.04% | 5q | +100.8%+$6.9M |
| OneDigital Investment Advisors LLC | $13.5M | 267,138 | 0.11% | 5q | +38.8%+$3.8M |
| CONDOR CAPITAL MANAGEMENT | $13.4M | 265,506 | 1.01% | 17q | +1.2%+$164.6K |
| Modern Wealth Management, LLC | $13.3M | 261,910 | 0.16% | 2q | +119.0%+$7.2M |
| BlueStem Wealth Partners, LLC | $13.0M | 257,354 | 1.30% | 7q | -20.5%-$3.4M |
| Hartford Financial Management Inc. | $13.0M | 257,179 | 2.91% | 17q | -9.6%-$1.4M |
| KEYVANTAGE WEALTH, LLC | $13.0M | 256,993 | 4.92% | 7q | +82.9%+$5.9M |
| HTG Investment Advisors, Inc. | $12.4M | 245,301 | 3.19% | 10q | +3.6%+$426.8K |
| Legacy Financial Advisors, Inc. | $11.7M | 230,771 | 1.42% | 12q | +2.2%+$255.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | $11.4M | 225,686 | 0.18% | 15q | +24.2%+$2.2M |
| RENAISSANCE TECHNOLOGIES LLC | $11.4M | 224,887 | 0.02% | 11q | +686.3%+$9.9M |
| Leverty Financial Group, LLC | $11.4M | 224,288 | 2.21% | 6q | -8.1%-$1.0M |
| Dodds Wealth, LLC | $11.2M | 220,422 | 2.51% | 3q | +9.0%+$922.7K |
| Lido Advisors, LLC | $11.1M | 219,313 | 0.03% | 7q | -4.4%-$517.4K |
| ROYAL BANK OF CANADA | $11.1M | 218,998 | 0.00% | 13q | +32.0%+$2.7M |
| Vise Technologies, Inc. | $10.7M | 211,096 | 0.12% | 4q | +611.1%+$9.2M |
| Rosenberg Matthew Hamilton | $10.7M | 210,875 | 1.99% | 11q | +13.6%+$1.3M |
| Cornerstone Wealth Management, LLC | $10.6M | 209,551 | 0.46% | 14q | +5.9%+$592.4K |
| STIFEL FINANCIAL CORP | $10.6M | 209,537 | 0.01% | 13q | +2.6%+$268.2K |
| VERUS CAPITAL PARTNERS, LLC | $10.6M | 209,101 | 0.57% | 9q | HELD |
| Keudell/Morrison Wealth Management | $10.4M | 204,595 | 1.96% | 14q | +2.9%+$287.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $10.3M | 203,952 | 0.19% | 10q | +8.4%+$802.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $10.2M | 201,932 | 0.52% | 5q | +5.8%+$562.8K |
| SIMON QUICK ADVISORS, LLC | $10.2M | 201,271 | 0.41% | 3q | +0.9%+$92.4K |
| Retirement Planning Group, LLC | $9.8M | 193,799 | 0.25% | 6q | +62.9%+$3.8M |
| Oakwell Private Wealth Management, LLC | $9.5M | 187,820 | 1.58% | 6q | +7.7%+$677.1K |
| Private Advisor Group, LLC | $9.1M | 179,784 | 0.04% | 15q | -13.4%-$1.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.5M | 168,454 | 0.05% | 3q | +7.4%+$590.9K |
Showing the largest 100 of 513 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 | 498 | $5.4B | 105,478,197 | 44 | 247 | 105 | 0.3% |
| Q1 2026 | 486 | $5.0B | 99,462,866 | 48 | 244 | 106 | 0.2% |
| Q4 2025 | 469 | $4.5B | 88,108,044 | 77 | 243 | 69 | 0.2% |
| Q3 2025 | 379 | $3.0B | 59,749,087 | 53 | 182 | 89 | 0.3% |
| Q2 2025 | 344 | $2.5B | 50,332,678 | 48 | 158 | 91 | 0.6% |
| Q1 2025 | 318 | $2.1B | 41,471,628 | 36 | 158 | 82 | 0.2% |
| Q4 2024 | 302 | $1.6B | 31,951,192 | 44 | 141 | 58 | 0.1% |
| Q3 2024 | 250 | $1.3B | 25,417,709 | 22 | 151 | 42 | 0.0% |
| Q2 2024 | 238 | $1.1B | 22,305,711 | 32 | 127 | 37 | 0.6% |
| Q1 2024 | 207 | $964.8M | 18,733,173 | 43 | 113 | 25 | 1.5% |
| Q4 2023 | 185 | $774.5M | 14,800,964 | 59 | 62 | 35 | 2.6% |
| Q3 2023 | 125 | $506.2M | 10,009,250 | 24 | 59 | 21 | 4.4% |
| Q2 2023 | 107 | $403.6M | 7,546,577 | 25 | 51 | 20 | 6.1% |
| Q1 2023 | 88 | $338.1M | 5,970,988 | 20 | 37 | 16 | 10.6% |
| Q4 2022 | 69 | $244.8M | 4,594,935 | 31 | 25 | 6 | 6.7% |
| Q3 2022 | 55 | $203.2M | 3,931,385 | 18 | 19 | 13 | 6.4% |
| Q2 2022 | 44 | $158.5M | 3,071,494 | 16 | 13 | 9 | 3.3% |
| Q1 2022 | 40 | $91.3M | 1,720,838 | 15 | 8 | 9 | 3.1% |
| Q4 2021 | 32 | $65.4M | 1,170,695 | 4 | 8 | 9 | 1.8% |
| Q3 2021 | 27 | $62.9M | 1,139,403 | 5 | 10 | 6 | 0.5% |
| Q2 2021 | 23 | $62.5M | 1,126,277 | 2 | 11 | 7 | 0.5% |
| Q1 2021 | 25 | $53.3M | 971,402 | 5 | 9 | 7 | 0.6% |
| Q4 2020 | 23 | $56.8M | 1,032,280 | 6 | 7 | 2 | 0.0% |
| Q3 2020 | 16 | $45.0M | 824,688 | 3 | 7 | 1 | 0.0% |
| Q2 2020 | 16 | $37.8M | 700,055 | 7 | 3 | 3 | 0.0% |
| Q1 2020 | 9 | $33.9M | 642,187 | 2 | 2 | 3 | 0.0% |
| Q4 2019 | 10 | $33.1M | 617,619 | 4 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $31.7M | 586,032 | 1 | 2 | 0 | 0.0% |
| Q2 2019 | 5 | $30.4M | 567,694 | 2 | 1 | 1 | 0.0% |
| Q1 2019 | 4 | $29.2M | 554,668 | 2 | 0 | 1 | 0.0% |
| Q4 2018 | 2 | $28.0M | 546,584 | 0 | 0 | 0 | 0.0% |