J P MORGAN EXCHANGE TRADED F (JPEM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
110
Reporting holders
$297.9M
Reported value
0.0%
Held as options
-10
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $23.8M | 378,373 | 0.01% | 31q | +2.7%+$619.1K |
| BANK OF AMERICA CORP /DE/ | $21.2M | 338,153 | 0.00% | 31q | +3.0%+$611.5K |
| Corient Private Wealth LP | $15.2M | 241,390 | 0.01% | 15q | +4327.5%+$14.8M |
| MORGAN STANLEY | $14.7M | 233,928 | 0.00% | 35q | +8.2%+$1.1M |
| Cetera Investment Advisers | $12.9M | 206,141 | 0.01% | 10q | -2.0%-$264.1K |
| SAM Advisors, LLC | $12.6M | 201,299 | 3.45% | 15q | +2.1%+$257.6K |
| American Money Management, LLC | $12.4M | 196,972 | 1.77% | 31q | +3.4%+$410.3K |
| WELLS FARGO & COMPANY/MN | $11.4M | 180,905 | 0.00% | 29q | -46.3%-$9.8M |
| Focus Partners Wealth | $10.1M | 160,092 | 0.01% | 7q | +1.3%+$131.4K |
| KWB Wealth | $9.8M | 156,463 | 0.84% | 16q | -1.7%-$171.3K |
| OLD MISSION CAPITAL LLC | $9.0M | 143,158 | 0.14% | 2q | +95.6%+$4.4M |
| AMERIPRISE FINANCIAL INC | $8.3M | 131,487 | 0.00% | 31q | -45.2%-$6.8M |
| Avantax Planning Partners, Inc. | $8.0M | 127,408 | 0.20% | 9q | +3.1%+$239.4K |
| SEGALL BRYANT & HAMILL, LLC | $7.4M | 117,327 | 0.09% | 8q | -1.0%-$73.7K |
| Cerity Partners LLC | $6.9M | 109,825 | 0.01% | 13q | -20.9%-$1.8M |
| Linscomb Wealth, Inc. | $6.8M | 108,749 | 0.30% | 25q | -6.3%-$456.2K |
| UBS Group AG | $6.6M | 105,317 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $5.8M | 91,997 | 0.01% | 26q | +15.7%+$783.2K |
| MARSHALL WACE, LLP | $5.5M | 87,740 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $4.9M | 78,051 | 0.00% | 15q | -7.0%-$368.9K |
| GOLDMAN SACHS GROUP INC | $4.8M | 76,590 | 0.00% | 3q | +68.2%+$2.0M |
| Summit Financial, LLC | $4.5M | 71,555 | 0.05% | 4q | +12.9%+$513.0K |
| Avestar Capital, LLC | $4.5M | 71,243 | 0.25% | 13q | +5.9%+$250.6K |
| JONES FINANCIAL COMPANIES LLLP | $4.4M | 70,777 | 0.00% | 11q | +5.2%+$219.8K |
| Berger Financial Group, Inc | $4.3M | 68,223 | 0.22% | 23q | -2.2%-$96.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 64,100 | 0.01% | 31q | +1.3%+$52.6K |
| Jacobi Capital Management LLC | $3.7M | 59,240 | 0.18% | 10q | +8.9%+$304.3K |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 58,129 | 0.00% | 7q | +1.0%+$36.9K |
| CITIGROUP INC | $3.2M | 50,672 | 0.00% | 31q | HELD |
| Schiavi & Co LLC | $3.1M | 49,032 | 0.81% | 16q | +13.5%+$365.6K |
| Kingsview Wealth Management, LLC | $2.9M | 45,821 | 0.03% | 13q | +0.8%+$22.0K |
| RHS Financial, LLC | $2.6M | 41,397 | 1.05% | 16q | -19.3%-$623.0K |
| CITADEL ADVISORS LLC | $2.6M | 41,334 | 0.00% | 2q | -18.1%-$574.9K |
| TIEMANN INVESTMENT ADVISORS, LLC | $2.3M | 36,960 | 0.84% | 23q | -0.6%-$12.9K |
| ROYAL BANK OF CANADA | $1.9M | 29,590 | 0.00% | 31q | +14.5%+$234.9K |
| Birchwood Financial Partners, Inc. | $1.9M | 29,577 | 1.52% | 3q | +2.6%+$46.3K |
| Tactive Advisors, LLC | $1.8M | 27,970 | 0.43% | 6q | -63.5%-$3.1M |
| Focus Financial Network, Inc. | $1.8M | 27,875 | 0.05% | 17q | +3.5%+$58.8K |
| &PARTNERS | $1.5M | 24,474 | 0.01% | 9q | +5.1%+$74.3K |
| Accel Wealth Management | $1.4M | 22,336 | 0.32% | 14q | -34.1%-$724.9K |
| BKM Wealth Management, LLC | $1.3M | 21,438 | 0.48% | 11q | -32.6%-$652.2K |
| Integrated Wealth Concepts LLC | $1.3M | 21,055 | 0.01% | 13q | -36.5%-$758.9K |
| JANE STREET GROUP, LLC | $1.3M | 20,355 | 0.00% | 2q | -34.3%-$667.2K |
| Merit Financial Group, LLC | $1.1M | 17,256 | 0.00% | 5q | -36.1%-$611.2K |
| Argent Trust Co | $912.1K | 14,529 | 0.03% | 15q | HELD |
| Bond & Devick Financial Network, Inc. | $888.4K | 14,151 | 0.22% | 15q | HELD |
| MONECO ADVISORS, LLC | $884.9K | 14,096 | 0.05% | 7q | +6.0%+$50.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $865.2K | 13,781 | 0.00% | 3q | -3.3%-$29.9K |
| Avidian Wealth Enterprises, LLC | $810.1K | 12,905 | 0.02% | 2q | HELD |
| Amplius Wealth Advisors, LLC | $755.8K | 12,038 | 0.06% | 15q | -20.4%-$193.5K |
| Strategic Financial Concepts, LLC | $727.9K | 11,595 | 0.22% | 14q | -78.1%-$2.6M |
| KELLY FINANCIAL GROUP LLC | $706.0K | 11,246 | 0.16% | 7q | -4.1%-$29.9K |
| Sigma Planning Corp | $681.8K | 10,861 | 0.02% | 10q | +2.8%+$18.5K |
| L & S Advisors Inc | $619.6K | 9,870 | 0.06% | 13q | +4.3%+$25.6K |
| 5T Wealth, LLC | $605.3K | 9,641 | 0.23% | 7q | -27.3%-$226.8K |
| Cedar Point Capital Partners, LLC | $561.7K | 8,947 | 0.32% | 11q | -14.7%-$96.9K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $557.7K | 8,883 | 0.19% | 7q | -15.2%-$100.2K |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $534.1K | 8,507 | 0.17% | 9q | +3.3%+$17.0K |
| CAPTRUST FINANCIAL ADVISORS | $521.5K | 8,307 | 0.00% | 16q | +3.5%+$17.6K |
| Private Advisor Group, LLC | $509.2K | 8,112 | 0.00% | 5q | +52.4%+$175.1K |
| Equitable Holdings, Inc. | $439.4K | 6,999 | 0.00% | 7q | -24.9%-$146.0K |
| Allworth Financial LP | $425.7K | 6,781 | 0.00% | 22q | -49.6%-$419.1K |
| DAYMARK WEALTH PARTNERS, LLC | $418.4K | 6,664 | 0.01% | 12q | -12.5%-$59.6K |
| ENVESTNET ASSET MANAGEMENT INC | $408.4K | 6,506 | 0.00% | 31q | -3.3%-$14.0K |
| MML INVESTORS SERVICES, LLC | $389.1K | 6,198 | 0.00% | 15q | +2.2%+$8.4K |
| SHEPHERD KAPLAN KROCHUK, LLC | $381.6K | 6,078 | 0.30% | 15q | -8.8%-$36.7K |
| Sovran Advisors, LLC | $362.1K | 5,658 | 0.03% | 7q | -4.1%-$15.4K |
| Lodestone Wealth Management LLC | $355.1K | 5,656 | 0.13% | 15q | -2.1%-$7.5K |
| Sharkey, Howes & Javer | $314.0K | 5,002 | 0.04% | 14q | -31.2%-$142.4K |
| Beacon Pointe Advisors, LLC | $305.7K | 4,870 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $286.4K | 4,500 | 0.00% | 10q | -11.2%-$36.0K |
| Richard P Slaughter Associates Inc | $272.5K | 4,341 | 0.05% | 14q | HELD |
| LOM Asset Management Ltd | $267.1K | 4,255 | 0.07% | 5q | HELD |
| 3Chopt Investment Partners, LLC | $260.3K | 4,147 | 0.05% | 6q | HELD |
| HUNTINGTON NATIONAL BANK | $257.0K | 4,093 | 0.00% | 2q | HELD |
| MN Wealth Advisors, LLC | $244.4K | 3,892 | 0.10% | 11q | -11.3%-$31.1K |
| RVW Wealth, LLC | $237.2K | 3,779 | 0.02% | 5q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $232.9K | 3,710 | 0.04% | 11q | -21.8%-$64.8K |
| Asset One Wealth Management LLC | $220.7K | 3,466 | 0.02% | 3q | -50.2%-$222.1K |
| Aprio Wealth Management, LLC | $219.7K | 3,500 | 0.01% | 3q | HELD |
| Walkner Condon Financial Advisors LLC | $219.5K | 3,496 | 0.03% | 3q | +2.4%+$5.2K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $203.8K | 3,246 | 0.16% | new | NEW |
| ASSETMARK, INC | $196.5K | 3,130 | 0.00% | 2q | HELD |
| Harbor Asset Planning, Inc. | $154.6K | 2,463 | 0.12% | 5q | +1.1%+$1.8K |
| Farther Finance Advisors, LLC | $140.6K | 2,239 | 0.00% | 12q | +79.4%+$62.2K |
| BlackRock, Inc. | $110.1K | 1,754 | 0.00% | 3q | +57.9%+$40.4K |
| SYM FINANCIAL Corp | $99.1K | 1,578 | 0.01% | 31q | -4.6%-$4.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.1K | 1,562 | 0.00% | 3q | +914.3%+$88.4K |
| Continuum Advisory, LLC | $77.0K | 1,227 | 0.01% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $60.8K | 968 | 0.00% | 2q | HELD |
| RICHARDS, MERRILL & PETERSON, INC. | $53.1K | 846 | 0.02% | 2q | HELD |
| NewEdge Advisors, LLC | $41.5K | 662 | 0.00% | new | NEW |
| First Pacific Financial | $26.4K | 420 | 0.00% | 13q | -20.2%-$6.7K |
| Ancora Advisors LLC | $22.0K | 350 | 0.00% | 31q | HELD |
| FMR LLC | $21.0K | 335 | 0.00% | 6q | HELD |
| Wagner Wealth Management, LLC | $18.0K | 287 | 0.00% | 16q | +1.4% |
| Aptus Capital Advisors, LLC | $16.1K | 257 | 0.00% | 5q | -52.6%-$17.9K |
| IFP Advisors, Inc | $15.9K | 254 | 0.00% | 13q | +1.2% |
| LANARK FINANCIAL, INC. | $12.6K | 200 | 0.00% | 5q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $10.5K | 168 | 0.00% | 3q | HELD |
Showing the largest 100 of 114 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 | 110 | $297.9M | 4,745,091 | 7 | 38 | 43 | 0.0% |
| Q1 2026 | 120 | $306.4M | 4,938,899 | 17 | 34 | 37 | 0.0% |
| Q4 2025 | 113 | $301.3M | 4,959,711 | 13 | 50 | 29 | 0.0% |
| Q3 2025 | 105 | $279.4M | 4,742,076 | 5 | 49 | 29 | 0.0% |
| Q2 2025 | 112 | $268.5M | 4,768,712 | 10 | 44 | 41 | 0.0% |
| Q1 2025 | 112 | $246.9M | 4,686,408 | 9 | 37 | 46 | 0.0% |
| Q4 2024 | 116 | $247.5M | 4,825,486 | 14 | 42 | 32 | 0.0% |
| Q3 2024 | 106 | $247.3M | 4,378,178 | 4 | 44 | 34 | 0.0% |
| Q2 2024 | 112 | $221.0M | 4,087,485 | 17 | 31 | 42 | 0.0% |
| Q1 2024 | 106 | $244.1M | 4,568,917 | 10 | 40 | 36 | 0.0% |
| Q4 2023 | 106 | $221.8M | 4,243,600 | 10 | 33 | 43 | 0.0% |
| Q3 2023 | 102 | $213.7M | 4,242,253 | 17 | 35 | 33 | 0.0% |
| Q2 2023 | 94 | $216.6M | 4,287,773 | 17 | 30 | 26 | 0.0% |
| Q1 2023 | 80 | $187.6M | 3,718,503 | 19 | 25 | 18 | 0.0% |
| Q4 2022 | 62 | $165.2M | 3,348,913 | 17 | 23 | 15 | 0.0% |
| Q3 2022 | 58 | $102.6M | 2,300,211 | 12 | 22 | 17 | 0.0% |
| Q2 2022 | 49 | $97.0M | 1,962,681 | 2 | 21 | 16 | 0.0% |
| Q1 2022 | 59 | $103.9M | 1,864,460 | 9 | 19 | 17 | 0.0% |
| Q4 2021 | 57 | $97.5M | 1,714,078 | 7 | 25 | 15 | 0.0% |
| Q3 2021 | 52 | $101.6M | 1,416,303 | 5 | 21 | 19 | 19.7% |
| Q2 2021 | 56 | $113.2M | 1,909,309 | 2 | 24 | 23 | 0.0% |
| Q1 2021 | 61 | $177.1M | 3,117,100 | 6 | 23 | 21 | 0.0% |
| Q4 2020 | 60 | $162.0M | 2,958,155 | 5 | 18 | 25 | 0.0% |
| Q3 2020 | 64 | $159.4M | 3,416,463 | 7 | 14 | 31 | 0.0% |
| Q2 2020 | 69 | $146.5M | 3,185,758 | 12 | 20 | 32 | 0.0% |
| Q1 2020 | 70 | $135.6M | 3,406,333 | 9 | 19 | 31 | 0.0% |
| Q4 2019 | 71 | $244.7M | 4,293,872 | 7 | 27 | 24 | 0.0% |
| Q3 2019 | 67 | $239.0M | 4,543,469 | 6 | 35 | 18 | 0.0% |
| Q2 2019 | 65 | $206.0M | 3,705,869 | 8 | 25 | 18 | 0.0% |
| Q1 2019 | 64 | $192.8M | 3,555,100 | 11 | 28 | 15 | 0.0% |
| Q4 2018 | 57 | $151.0M | 2,967,951 | 0 | 1 | 0 | 0.0% |