J P MORGAN EXCHANGE TRADED F (JPHY)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
25
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | $2.0B | 39,896,037 | 1.13% | 5q | HELD |
| JPMORGAN CHASE & CO | $51.0M | 1,011,477 | 0.00% | 3q | +18.8%+$8.1M |
| BENJAMIN EDWARDS INC | $28.7M | 569,345 | 0.26% | 2q | +1.5%+$415.2K |
| CMH Wealth Management LLC | $27.1M | 537,374 | 4.14% | 4q | +6.2%+$1.6M |
| State of New Jersey Common Pension Fund D | $25.2M | 500,000 | 0.09% | new | NEW |
| SEI INVESTMENTS CO | $21.3M | 422,662 | 0.02% | new | NEW |
| ASSETMARK, INC | $14.9M | 295,226 | 0.03% | 3q | +2.0%+$288.8K |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 136,535 | 1.03% | 3q | -0.9%-$64.1K |
| MAGNOLIA CAPITAL ADVISORS LLC | $2.6M | 50,894 | 0.44% | 2q | +9.7%+$227.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.6M | 50,809 | 0.05% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 37,084 | 0.00% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $1.9M | 36,840 | 0.02% | new | NEW |
| Concurrent Investment Advisors, LLC | $1.3M | 25,177 | 0.01% | 2q | +10.5%+$120.9K |
| Farther Finance Advisors, LLC | $541.4K | 10,729 | 0.00% | 4q | -78.9%-$2.0M |
| LPL Financial LLC | $417.9K | 8,282 | 0.00% | new | NEW |
| Cadent Capital Advisors, LLC | $412.4K | 8,173 | 0.09% | 3q | +4.8%+$18.7K |
| JONES FINANCIAL COMPANIES LLLP | $93.8K | 1,861 | 0.00% | new | NEW |
| MORGAN STANLEY | $45.4K | 900 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $30.3K | 600 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $15.9K | 315 | 0.00% | new | NEW |
| Rossby Financial, LCC | $7.6K | 150 | 0.00% | 3q | +66.7%+$3.0K |
| DHJJ Financial Advisors, Ltd. | $5.8K | 115 | 0.00% | 4q | +1.8% |
| OSAIC HOLDINGS, INC. | $5.2K | 104 | 0.00% | new | NEW |
| AE Wealth Management LLC | $5.0K | 100 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.2K | 64 | 0.00% | new | NEW |
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 | 25 | $2.2B | 43,600,853 | 12 | 9 | 2 | 0.0% |
| Q1 2026 | 19 | $2.1B | 42,389,373 | 7 | 7 | 2 | 0.0% |
| Q4 2025 | 16 | $2.1B | 41,858,135 | 10 | 3 | 1 | 0.0% |
| Q3 2025 | 6 | $2.1B | 40,700,404 | 5 | 0 | 0 | 0.0% |
| Q2 2025 | 5 | $2.0B | 39,998,767 | 5 | 0 | 0 | 0.0% |