J P MORGAN EXCHANGE TRADED F (JPIB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
237
Reporting holders
$1.5B
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | $121.8M | 2,518,715 | 3.03% | 31q | +3.5%+$4.1M |
| LPL Financial LLC | $82.1M | 1,698,263 | 0.02% | 18q | +9.1%+$6.8M |
| Rice Partnership, LLC | $78.6M | 1,625,600 | 9.54% | 4q | +9.0%+$6.5M |
| FSM Wealth Advisors, LLC | $66.7M | 1,379,133 | 7.10% | 17q | +18.4%+$10.4M |
| Hills Bank & Trust Co | $61.2M | 1,265,473 | 2.60% | 25q | +202.9%+$41.0M |
| BANK OF AMERICA CORP /DE/ | $57.1M | 1,181,490 | 0.00% | 31q | +9.6%+$5.0M |
| HighTower Advisors, LLC | $48.0M | 991,898 | 0.05% | 31q | +0.9%+$445.2K |
| Parallel Advisors, LLC | $47.8M | 988,934 | 0.73% | 2q | +12.0%+$5.1M |
| Prime Capital Investment Advisors, LLC | $44.7M | 924,746 | 0.43% | 13q | HELD |
| RAYMOND JAMES FINANCIAL INC | $42.5M | 878,679 | 0.01% | 7q | +43.4%+$12.9M |
| Cetera Investment Advisers | $39.1M | 808,930 | 0.04% | 10q | +6.8%+$2.5M |
| MORGAN STANLEY | $27.5M | 569,467 | 0.00% | 28q | +16.3%+$3.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 567,754 | 0.01% | 4q | +27.6%+$5.9M |
| Goldstone Financial Group, LLC | $27.4M | 566,365 | 2.50% | 7q | +5.2%+$1.3M |
| Kestra Investment Management, LLC | $25.8M | 534,010 | 0.50% | 2q | -19.5%-$6.3M |
| Hughes Financial Services, LLC | $23.9M | 495,030 | 3.17% | 6q | +9.6%+$2.1M |
| Midwest Financial Partners Investments, Inc. | $23.3M | 482,644 | 9.69% | 3q | +5.9%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $22.1M | 456,577 | 0.01% | 9q | +24.0%+$4.3M |
| ForthRight Wealth Management, LLC | $22.0M | 455,739 | 5.64% | 13q | +8.1%+$1.6M |
| Apella Capital, LLC | $21.3M | 441,355 | 0.30% | 5q | +7.2%+$1.4M |
| KMG FIDUCIARY PARTNERS, LLC | $17.7M | 366,185 | 1.65% | 17q | +2.8%+$483.5K |
| Certified Advisory Corp | $17.6M | 364,814 | 1.42% | 15q | +3.8%+$640.2K |
| Peak Financial Management, Inc. | $17.3M | 357,597 | 3.97% | 6q | +3.9%+$653.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.7M | 325,000 | 0.02% | 28q | +4.6%+$690.1K |
| ADE, LLC | $14.8M | 306,297 | 6.26% | 2q | +2.6%+$378.2K |
| Modern Wealth Management, LLC | $13.3M | 275,212 | 0.16% | new | NEW |
| Stadion Money Management, LLC | $11.4M | 237,297 | 0.99% | 3q | HELD |
| CGN Advisors LLC | $11.2M | 232,330 | 0.82% | 23q | +5.6%+$592.2K |
| MAI Capital Management | $10.6M | 220,129 | 0.04% | 7q | +5.1%+$518.4K |
| ACIMA PRIVATE WEALTH, LLC | $10.4M | 215,439 | 3.02% | 10q | +2.1%+$212.3K |
| Summit Financial, LLC | $10.3M | 213,225 | 0.11% | 3q | +7.4%+$714.1K |
| ROYAL BANK OF CANADA | $10.0M | 206,281 | 0.00% | 22q | -42.3%-$7.3M |
| ARQ WEALTH ADVISORS, LLC | $9.9M | 207,372 | 1.23% | new | NEW |
| Peterson Wealth Advisors, LLC | $9.6M | 198,525 | 1.13% | 31q | +3.7%+$341.7K |
| Destiny Wealth Partners, LLC | $9.1M | 189,248 | 1.28% | 2q | -39.3%-$5.9M |
| Fiduciary Alliance LLC | $8.9M | 185,036 | 0.60% | 13q | +3.5%+$300.2K |
| Bleakley Financial Group, LLC | $8.6M | 178,555 | 0.11% | 15q | +1.5%+$127.0K |
| Baird Financial Group, Inc. | $8.5M | 175,141 | 0.01% | 13q | +2.5%+$210.5K |
| Cadent Capital Advisors, LLC | $8.2M | 168,597 | 1.68% | 3q | +5.2%+$404.9K |
| Broadway Wealth Solutions, Inc. | $8.0M | 165,627 | 3.74% | 7q | +8.4%+$623.5K |
| Ignite Planners, LLC | $7.9M | 163,239 | 1.09% | 12q | +2.3%+$177.2K |
| Financial Management Professionals, Inc. | $7.7M | 159,347 | 0.73% | 24q | +10.0%+$701.1K |
| CAPTRUST FINANCIAL ADVISORS | $7.6M | 157,488 | 0.01% | 13q | -24.7%-$2.5M |
| NewEdge Advisors, LLC | $7.6M | 156,216 | 0.02% | new | NEW |
| Windsor Capital Management, LLC | $7.4M | 153,939 | 1.93% | 31q | +1.5%+$113.0K |
| AssuredPartners Investment Advisors, LLC | $7.4M | 153,213 | 0.72% | 7q | +6.0%+$421.9K |
| Patton Albertson Miller Group, LLC | $7.3M | 150,308 | 0.72% | 2q | +1030.4%+$6.6M |
| Sonoma Allocations LLC | $7.3M | 150,342 | 2.25% | 4q | +5.7%+$390.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $7.1M | 147,747 | 0.16% | 7q | +40.3%+$2.1M |
| Avior Wealth Management, LLC | $7.1M | 146,848 | 0.19% | 2q | +65.0%+$2.8M |
| Manske Wealth Management | $7.0M | 144,822 | 1.74% | 7q | +21.6%+$1.2M |
| POWER WEALTH MANAGEMENT LLC | $6.9M | 143,496 | 2.38% | 4q | +1.0%+$65.3K |
| JPMORGAN CHASE & CO | $6.9M | 142,629 | 0.00% | 12q | +65.5%+$2.7M |
| Treasure Coast Financial Planning | $6.5M | 133,875 | 3.16% | 14q | HELD |
| Focus Partners Advisor Solutions, LLC | $6.3M | 130,063 | 0.05% | 7q | +63.5%+$2.4M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $6.2M | 129,182 | 0.27% | 24q | +1.2%+$77.0K |
| FIRST AMERICAN TRUST, FSB | $6.2M | 127,787 | 0.37% | 5q | +8.7%+$494.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.1M | 126,496 | 0.29% | 5q | -10.1%-$683.9K |
| Econ Financial Services Corp | $6.1M | 126,038 | 2.85% | 3q | +5.8%+$335.0K |
| Winter & Associates, Inc. | $6.0M | 125,022 | 4.54% | 3q | +77.7%+$2.6M |
| LexAurum Advisors, LLC | $5.8M | 119,855 | 0.67% | 30q | +15.5%+$779.6K |
| Refined Wealth Management | $5.8M | 119,352 | 3.48% | 2q | +2.4%+$133.3K |
| OSAIC HOLDINGS, INC. | $5.5M | 113,120 | 0.01% | 17q | +9.3%+$467.6K |
| Odyssey Group, LLC | $5.5M | 113,013 | 1.48% | new | FIRST |
| Retirement Planning Group, LLC | $5.4M | 112,138 | 0.14% | new | NEW |
| Elmwood Wealth Management, Inc. | $5.4M | 111,022 | 1.34% | 7q | +3.8%+$195.4K |
| Kroeger Financial Partners | $5.3M | 109,337 | 5.11% | new | FIRST |
| Cerity Partners LLC | $5.3M | 109,238 | 0.01% | 2q | -18.4%-$1.2M |
| Cedar Mountain Advisors, LLC | $5.2M | 108,113 | 0.90% | 4q | +2.5%+$128.4K |
| Beacon Pointe Advisors, LLC | $5.1M | 104,663 | 0.02% | 3q | +6.6%+$313.4K |
| ARKANSAS FINANCIAL GROUP, INC. | $5.0M | 103,507 | 0.65% | 4q | +10.3%+$469.3K |
| Roof Eidam Maycock Peralta, LLC | $4.7M | 97,660 | 0.93% | 5q | +4.9%+$218.8K |
| Ellenbecker Investment Group | $4.7M | 96,621 | 0.54% | new | NEW |
| Philadelphia Investment Partners, LLC | $4.5M | 93,538 | 2.82% | 2q | +11.1%+$451.1K |
| New Capital Management LP | $4.1M | 84,820 | 0.93% | 2q | +0.8%+$34.5K |
| CROBAN | $3.8M | 78,946 | 1.68% | new | NEW |
| White & Co Financial Planning Inc | $3.8M | 77,901 | 2.33% | 7q | +9.6%+$329.0K |
| Etesian Wealth Advisors, Inc. | $3.6M | 74,529 | 1.07% | 15q | +22.3%+$657.6K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.5M | 72,804 | 0.71% | 3q | +75.9%+$1.5M |
| Jacobi Capital Management LLC | $3.5M | 71,463 | 0.17% | 10q | +13.5%+$410.5K |
| Mach-1 Financial Group, LLC | $3.4M | 71,148 | 1.33% | 3q | +6.8%+$220.5K |
| Stratos Wealth Advisors, LLC | $3.4M | 70,573 | 0.19% | 12q | +2.9%+$94.6K |
| MMA ASSET MANAGEMENT LLC | $3.3M | 68,636 | 1.06% | 2q | +0.6%+$20.6K |
| &PARTNERS | $3.3M | 67,702 | 0.01% | 5q | +7.1%+$217.1K |
| JANE STREET GROUP, LLC | $3.2M | 66,521 | 0.00% | 3q | -71.5%-$8.1M |
| Waverly Advisors, LLC | $3.2M | 65,677 | 0.02% | 10q | +1.2%+$37.5K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $3.2M | 65,231 | 0.59% | 19q | -3.5%-$113.2K |
| OneAscent Financial Services LLC | $3.1M | 64,474 | 0.15% | 4q | +2.9%+$88.9K |
| Eaton Financial Holdings Company, LLC | $3.1M | 63,480 | 0.84% | 4q | +139.6%+$1.8M |
| RIVERSEDGE ADVISORS, LLC | $3.0M | 61,246 | 0.39% | 2q | +1.8%+$53.0K |
| IFP Advisors, Inc | $2.9M | 59,642 | 0.05% | 11q | +29721.0%+$2.9M |
| Cardinal Strategic Wealth Guidance | $2.8M | 57,389 | 0.63% | new | NEW |
| Koshinski Asset Management, Inc. | $2.7M | 56,190 | 0.14% | 10q | -5.9%-$170.2K |
| Bouvel Investment Partners, LLC | $2.7M | 55,274 | 0.60% | 5q | +10.8%+$261.1K |
| Total Clarity Wealth Management, Inc. | $2.6M | 54,487 | 0.51% | 2q | +207.0%+$1.8M |
| Ameritas Advisory Services, LLC | $2.5M | 52,622 | 0.05% | 3q | +77.0%+$1.1M |
| Private Advisor Group, LLC | $2.5M | 51,906 | 0.01% | 14q | -35.5%-$1.4M |
| Brendel Financial Advisors LLC | $2.5M | 51,898 | 1.16% | 2q | +2.3%+$56.5K |
| Sanctuary Advisors, LLC | $2.5M | 51,886 | 0.01% | 5q | +15.3%+$333.2K |
| MAGNOLIA CAPITAL ADVISORS LLC | $2.5M | 51,590 | 0.43% | 2q | +15.2%+$329.8K |
Showing the largest 100 of 246 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 | 237 | $1.5B | 31,704,116 | 28 | 132 | 50 | 0.0% |
| Q1 2026 | 225 | $1.4B | 28,580,336 | 38 | 121 | 39 | 0.0% |
| Q4 2025 | 203 | $1.1B | 21,815,496 | 33 | 104 | 38 | 0.0% |
| Q3 2025 | 177 | $888.4M | 18,121,907 | 43 | 85 | 23 | 0.0% |
| Q2 2025 | 150 | $700.6M | 14,414,661 | 32 | 64 | 30 | 0.0% |
| Q1 2025 | 123 | $456.2M | 9,527,705 | 19 | 57 | 27 | 0.0% |
| Q4 2024 | 118 | $393.3M | 8,319,518 | 16 | 52 | 28 | 0.0% |
| Q3 2024 | 105 | $360.2M | 7,402,420 | 8 | 58 | 24 | 0.0% |
| Q2 2024 | 111 | $335.6M | 7,118,763 | 11 | 54 | 28 | 0.0% |
| Q1 2024 | 107 | $325.2M | 6,830,428 | 18 | 49 | 21 | 0.0% |
| Q4 2023 | 100 | $249.1M | 5,211,701 | 19 | 33 | 30 | 0.0% |
| Q3 2023 | 89 | $239.1M | 5,255,789 | 10 | 40 | 27 | 0.0% |
| Q2 2023 | 88 | $239.7M | 5,144,317 | 16 | 39 | 17 | 0.0% |
| Q1 2023 | 77 | $190.0M | 4,014,963 | 11 | 24 | 26 | 0.0% |
| Q4 2022 | 69 | $217.1M | 4,720,138 | 16 | 17 | 21 | 0.0% |
| Q3 2022 | 69 | $219.6M | 4,939,684 | 5 | 27 | 23 | 0.0% |
| Q2 2022 | 74 | $212.6M | 4,729,693 | 12 | 20 | 32 | 0.0% |
| Q1 2022 | 66 | $247.9M | 5,068,220 | 10 | 29 | 12 | 0.0% |
| Q4 2021 | 66 | $236.5M | 4,669,091 | 8 | 26 | 16 | 0.0% |
| Q3 2021 | 62 | $205.6M | 4,002,883 | 6 | 28 | 17 | 0.0% |
| Q2 2021 | 61 | $270.1M | 3,845,974 | 9 | 26 | 11 | 0.0% |
| Q1 2021 | 54 | $178.3M | 3,475,796 | 9 | 26 | 9 | 0.0% |
| Q4 2020 | 47 | $160.8M | 3,099,785 | 4 | 21 | 12 | 0.0% |
| Q3 2020 | 49 | $113.7M | 2,257,969 | 10 | 22 | 10 | 0.0% |
| Q2 2020 | 44 | $110.4M | 2,088,673 | 12 | 20 | 7 | 0.0% |
| Q1 2020 | 38 | $92.8M | 1,964,412 | 5 | 18 | 9 | 0.0% |
| Q4 2019 | 42 | $124.9M | 2,495,073 | 7 | 20 | 6 | 0.0% |
| Q3 2019 | 39 | $148.5M | 2,906,765 | 12 | 13 | 8 | 0.0% |
| Q2 2019 | 28 | $153.3M | 3,026,301 | 3 | 12 | 7 | 0.0% |
| Q1 2019 | 29 | $147.3M | 3,000,026 | 6 | 11 | 8 | 0.0% |
| Q4 2018 | 27 | $139.9M | 2,953,520 | 3 | 0 | 0 | 0.0% |