J P MORGAN EXCHANGE TRADED F (JPEF)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
115
Reporting holders
$1.1B
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | $154.6M | 1,924,120 | 3.85% | 2q | +7.6%+$10.9M |
| RAYMOND JAMES FINANCIAL INC | $146.5M | 1,823,280 | 0.04% | 7q | -5.3%-$8.2M |
| LPL Financial LLC | $115.1M | 1,432,378 | 0.03% | 12q | +8.9%+$9.4M |
| Cetera Investment Advisers | $108.0M | 1,343,883 | 0.10% | 10q | +25.0%+$21.6M |
| MML INVESTORS SERVICES, LLC | $49.6M | 617,646 | 0.10% | 10q | -8.2%-$4.5M |
| MORGAN STANLEY | $48.2M | 600,496 | 0.00% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $45.2M | 563,226 | 0.06% | 12q | +1.2%+$556.7K |
| JONES FINANCIAL COMPANIES LLLP | $43.5M | 552,306 | 0.02% | 10q | +6.8%+$2.8M |
| OSAIC HOLDINGS, INC. | $35.2M | 438,377 | 0.04% | 12q | -2.8%-$1.0M |
| Stratos Wealth Partners, LTD. | $28.9M | 360,268 | 0.29% | 7q | +2.9%+$826.1K |
| Leverty Financial Group, LLC | $27.8M | 345,623 | 5.40% | 5q | +1.9%+$514.7K |
| WELLS FARGO & COMPANY/MN | $24.0M | 298,799 | 0.00% | 4q | -39.9%-$15.9M |
| Beaumont Financial Advisors, LLC | $22.9M | 285,193 | 1.46% | 11q | -27.4%-$8.7M |
| Balance Wealth Partners LLC | $22.0M | 274,373 | 5.86% | 6q | +2.2%+$476.0K |
| ROYAL BANK OF CANADA | $19.0M | 236,466 | 0.00% | 9q | -8.9%-$1.9M |
| JPMORGAN CHASE & CO | $18.1M | 226,959 | 0.00% | 12q | +6.2%+$1.1M |
| MONECO ADVISORS, LLC | $15.3M | 190,357 | 0.93% | 9q | -13.2%-$2.3M |
| Kestra Advisory Services, LLC | $11.3M | 140,979 | 0.04% | 7q | +27.8%+$2.5M |
| COZAD ASSET MANAGEMENT INC | $10.7M | 133,507 | 0.69% | 12q | -4.1%-$458.7K |
| NOVEM GROUP | $10.4M | 128,961 | 1.05% | 7q | -20.5%-$2.7M |
| AlphaCore Capital LLC | $10.0M | 124,528 | 0.18% | 3q | -4.7%-$492.7K |
| MAGNOLIA CAPITAL ADVISORS LLC | $9.8M | 121,565 | 1.68% | 2q | +108.2%+$5.1M |
| Crestwood Advisors Group, LLC | $9.6M | 119,383 | 0.14% | 8q | +20.6%+$1.6M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $8.1M | 100,760 | 0.23% | 11q | +0.7%+$55.5K |
| DAVENPORT & Co LLC | $7.9M | 98,693 | 0.04% | 9q | +10.0%+$723.1K |
| Kingsview Wealth Management, LLC | $7.4M | 91,930 | 0.09% | 7q | +19.4%+$1.2M |
| Private Advisor Group, LLC | $6.8M | 85,107 | 0.03% | 11q | +706.5%+$6.0M |
| Evergreen Wealth Partners LLC | $6.5M | 81,434 | 3.93% | new | NEW |
| MBL Wealth, LLC | $6.0M | 75,077 | 0.41% | 8q | +0.6%+$34.9K |
| ENVESTNET ASSET MANAGEMENT INC | $5.8M | 71,941 | 0.00% | 12q | -41.4%-$4.1M |
| CASTLE WEALTH MANAGEMENT LLC | $5.5M | 68,720 | 1.64% | 9q | -1.7%-$95.0K |
| Investment Planning Advisors, Inc. | $5.3M | 65,993 | 1.23% | 9q | +0.6%+$33.7K |
| CARY STREET PARTNERS FINANCIAL LLC | $5.1M | 63,776 | 0.11% | 7q | +2.9%+$145.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.4M | 55,314 | 0.00% | 11q | -31.0%-$2.0M |
| D.A. DAVIDSON & CO. | $3.3M | 40,647 | 0.02% | 9q | -11.7%-$434.4K |
| FLAGSHIP WEALTH ADVISORS, LLC | $3.0M | 37,569 | 0.68% | 5q | HELD |
| D L CARLSON INVESTMENT GROUP INC | $3.0M | 37,260 | 0.48% | 4q | +1.2%+$36.3K |
| Mutual Advisors, LLC | $2.8M | 35,361 | 0.05% | 4q | -4.2%-$123.5K |
| Herold Advisors, Inc. | $2.2M | 27,188 | 0.43% | 7q | +29.7%+$499.7K |
| Equitable Holdings, Inc. | $1.9M | 23,247 | 0.01% | 11q | -26.6%-$676.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 21,890 | 0.00% | 5q | -25.6%-$603.8K |
| Ignite Planners, LLC | $1.7M | 21,779 | 0.24% | 6q | -1.4%-$24.9K |
| CORA CAPITAL ADVISORS LLC | $1.7M | 21,429 | 0.48% | 7q | +26.3%+$358.2K |
| Fifth Third Securities, Inc. | $1.6M | 19,297 | 0.09% | 12q | -46.8%-$1.4M |
| First Citizens Financial Corp | $1.5M | 19,053 | 0.64% | 6q | +9.2%+$129.3K |
| STIFEL FINANCIAL CORP | $1.5M | 18,499 | 0.00% | 7q | -49.9%-$1.5M |
| Medallion Wealth Advisors, LLC | $1.5M | 20,704 | 0.47% | 2q | +89.1%+$695.5K |
| Mayflower Financial Advisors, LLC | $1.4M | 17,548 | 0.12% | 2q | -3.5%-$51.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 16,562 | 0.00% | 5q | +124.3%+$737.4K |
| SFG Wealth Management, LLC. | $1.3M | 15,866 | 0.46% | 4q | HELD |
| Southland Equity Partners LLC | $1.2M | 15,420 | 0.22% | 6q | +3.0%+$35.7K |
| Morangie Management LLC | $1.2M | 14,775 | 0.99% | 5q | -1.6%-$19.7K |
| Prosperity Financial Group, Inc. | $1.0M | 12,702 | 0.32% | 6q | +0.8%+$8.0K |
| Concurrent Investment Advisors, LLC | $999.8K | 12,446 | 0.01% | 7q | +10.4%+$94.1K |
| Capital Advisors Wealth Management, LLC | $977.0K | 12,162 | 0.11% | 9q | -1.7%-$17.2K |
| 5T Wealth, LLC | $971.4K | 12,092 | 0.36% | 5q | -5.9%-$60.6K |
| World Investment Advisors | $949.1K | 13,217 | 0.02% | 10q | HELD |
| Steward Partners Investment Advisory, LLC | $891.3K | 11,096 | 0.00% | 9q | +5.9%+$50.0K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $813.7K | 10,134 | 0.00% | 3q | HELD |
| National Philanthropic Trust | $793.3K | 9,875 | 0.01% | new | NEW |
| SMITH SHELLNUT WILSON LLC /ADV | $759.1K | 9,450 | 0.28% | 4q | +22.4%+$138.9K |
| KING LUTHER CAPITAL MANAGEMENT CORP | $723.0K | 9,000 | 0.00% | 2q | -12.4%-$102.4K |
| Integrated Wealth Concepts LLC | $712.0K | 8,863 | 0.00% | 2q | +22.8%+$132.2K |
| Friday Financial | $669.0K | 8,322 | 0.18% | new | NEW |
| Focus Partners Advisor Solutions, LLC | $641.2K | 7,982 | 0.01% | new | NEW |
| Csenge Advisory Group | $573.9K | 7,144 | 0.02% | 7q | -1.1%-$6.5K |
| Atlas Private Wealth Advisors | $570.3K | 7,100 | 0.12% | 6q | +1.9%+$10.8K |
| Snowden Capital Advisors LLC | $544.6K | 6,779 | 0.01% | 7q | -7.4%-$43.5K |
| Qube Research & Technologies Ltd | $538.2K | 6,700 | 0.00% | 4q | +5437.2%+$528.5K |
| Modern Wealth Management, LLC | $506.3K | 6,302 | 0.01% | 7q | -13.8%-$80.7K |
| IFP Advisors, Inc | $490.5K | 6,106 | 0.01% | 8q | -87.7%-$3.5M |
| OneDigital Investment Advisors LLC | $463.3K | 5,768 | 0.00% | 8q | -30.3%-$201.2K |
| Tower Research Capital LLC (TRC) | $426.9K | 5,314 | 0.01% | 4q | +347.7%+$331.5K |
| Essex Financial Services, Inc. | $399.5K | 4,973 | 0.02% | 5q | HELD |
| FMR LLC | $369.6K | 4,601 | 0.00% | 12q | +955.3%+$334.6K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $364.1K | 4,533 | 0.03% | 7q | -0.7%-$2.4K |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | $350.0K | 4,357 | 0.04% | 5q | HELD |
| AMERIPRISE FINANCIAL INC | $342.5K | 4,264 | 0.00% | 3q | -63.4%-$594.0K |
| BROWN ADVISORY INC | $341.2K | 4,248 | 0.00% | 6q | HELD |
| Prime Capital Investment Advisors, LLC | $309.7K | 3,855 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $309.6K | 3,854 | 0.00% | 5q | HELD |
| Retirement Planning Group, LLC | $286.8K | 3,570 | 0.01% | new | NEW |
| WNY Asset Management, LLC | $276.6K | 3,443 | 0.02% | 7q | -2.7%-$7.8K |
| Wealthcare Advisory Partners LLC | $263.7K | 3,283 | 0.01% | 7q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $263.6K | 3,282 | 0.01% | 8q | -1.6%-$4.2K |
| BANK OF AMERICA CORP /DE/ | $261.3K | 3,253 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $252.0K | 3,137 | 0.00% | new | NEW |
| HBK Sorce Advisory LLC | $247.3K | 2,999 | 0.00% | 3q | +6.4%+$14.9K |
| NORTHLAND SECURITIES, INC. | $244.8K | 3,048 | 0.14% | 3q | -2.4%-$6.1K |
| StoneX Group Inc. | $216.8K | 2,699 | 0.01% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $214.3K | 2,668 | 0.00% | 4q | -17.0%-$43.9K |
| GoalVest Advisory LLC | $213.5K | 2,658 | 0.04% | 3q | -19.4%-$51.5K |
| GENTRY PRIVATE WEALTH, LLC | $213.5K | 2,658 | 0.11% | 9q | -19.4%-$51.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | $209.2K | 2,604 | 0.01% | new | NEW |
| Pasadena Private Wealth, LLC | $208.9K | 2,600 | 0.03% | new | NEW |
| 3Chopt Investment Partners, LLC | $147.6K | 1,838 | 0.03% | 6q | -2.5%-$3.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $143.8K | 1,797 | 0.01% | 3q | HELD |
| PRIVATE TRUST CO NA | $121.4K | 1,511 | 0.01% | 7q | HELD |
| Farther Finance Advisors, LLC | $116.0K | 1,444 | 0.00% | 5q | +83.5%+$52.8K |
| HARBOUR INVESTMENTS, INC. | $93.8K | 1,168 | 0.00% | 7q | +42.1%+$27.8K |
Showing the largest 100 of 122 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 | 115 | $1.1B | 13,843,946 | 12 | 42 | 42 | 0.0% |
| Q1 2026 | 116 | $980.7M | 13,674,810 | 18 | 36 | 42 | 0.0% |
| Q4 2025 | 115 | $805.4M | 10,783,811 | 11 | 50 | 30 | 0.0% |
| Q3 2025 | 109 | $750.2M | 10,135,737 | 15 | 29 | 39 | 0.0% |
| Q2 2025 | 97 | $688.6M | 9,819,361 | 11 | 45 | 21 | 0.0% |
| Q1 2025 | 94 | $505.7M | 7,946,481 | 17 | 46 | 18 | 0.0% |
| Q4 2024 | 85 | $370.0M | 5,535,103 | 31 | 33 | 10 | 0.0% |
| Q3 2024 | 55 | $253.1M | 3,870,946 | 13 | 28 | 5 | 0.0% |
| Q2 2024 | 46 | $180.3M | 2,891,188 | 17 | 14 | 6 | 0.0% |
| Q1 2024 | 32 | $206.9M | 3,465,319 | 13 | 10 | 4 | 0.0% |
| Q4 2023 | 23 | $115.5M | 2,190,330 | 9 | 4 | 7 | 0.0% |
| Q3 2023 | 15 | $52.7M | 1,110,611 | 15 | 0 | 0 | 0.0% |