J P MORGAN EXCHANGE TRADED F (JPIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
104
Reporting holders
$249.4M
Reported value
0.0%
Held as options
-3
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 |
|---|---|---|---|---|---|
| UBS Group AG | $33.1M | 457,583 | 0.00% | 31q | -4.9%-$1.7M |
| MORGAN STANLEY | $22.7M | 313,726 | 0.00% | 35q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.6M | 280,697 | 0.03% | 31q | -2.0%-$414.7K |
| Cerity Partners LLC | $14.8M | 204,172 | 0.02% | 13q | -1.8%-$269.7K |
| Sterneck Capital Management, LLC | $12.2M | 169,134 | 5.24% | 31q | -1.8%-$222.0K |
| CAPTRUST FINANCIAL ADVISORS | $12.2M | 168,438 | 0.02% | 23q | +3.4%+$397.9K |
| Focus Partners Wealth | $9.1M | 126,310 | 0.01% | 7q | +3.4%+$296.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.5M | 117,809 | 0.00% | 13q | -4.5%-$401.0K |
| Kingsview Wealth Management, LLC | $8.4M | 115,977 | 0.10% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 114,178 | 0.00% | 7q | -6.3%-$554.8K |
| OSAIC HOLDINGS, INC. | $7.4M | 102,273 | 0.01% | 26q | +18.1%+$1.1M |
| ROYAL BANK OF CANADA | $6.7M | 92,614 | 0.00% | 31q | -10.5%-$782.0K |
| LPL Financial LLC | $6.7M | 91,976 | 0.00% | 31q | -32.9%-$3.3M |
| Sanctuary Advisors, LLC | $6.3M | 87,159 | 0.03% | new | NEW |
| JPMORGAN CHASE & CO | $6.0M | 82,184 | 0.00% | 31q | -7.6%-$492.6K |
| BANK OF AMERICA CORP /DE/ | $4.5M | 61,793 | 0.00% | 31q | -58.0%-$6.2M |
| Allworth Financial LP | $3.6M | 49,506 | 0.02% | 31q | -0.6%-$23.4K |
| WELLS FARGO & COMPANY/MN | $3.5M | 48,109 | 0.00% | 31q | -50.4%-$3.5M |
| JONES FINANCIAL COMPANIES LLLP | $3.4M | 46,495 | 0.00% | 9q | +40.3%+$965.0K |
| MCF Advisors LLC | $2.9M | 40,655 | 0.11% | new | NEW |
| Rockefeller Capital Management L.P. | $2.1M | 29,596 | 0.00% | 7q | HELD |
| 5T Wealth, LLC | $2.0M | 27,770 | 0.75% | 7q | -13.2%-$306.4K |
| Steward Partners Investment Advisory, LLC | $1.8M | 25,579 | 0.01% | 29q | -3.3%-$63.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 25,152 | 0.00% | 10q | +83.1%+$825.2K |
| Mendel Money Management | $1.7M | 23,956 | 0.63% | 21q | +35.7%+$455.4K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.6M | 21,505 | 0.53% | 7q | -15.3%-$280.3K |
| AlphaCore Capital LLC | $1.5M | 21,257 | 0.03% | 6q | HELD |
| Sherman Wealth Management LLC | $1.4M | 19,387 | 1.06% | 3q | +8.9%+$114.3K |
| Beacon Pointe Advisors, LLC | $1.3M | 17,803 | 0.01% | new | NEW |
| Apella Capital, LLC | $1.3M | 17,544 | 0.02% | 20q | -0.7%-$8.7K |
| RHS Financial, LLC | $1.2M | 16,765 | 0.49% | 11q | +78.5%+$533.3K |
| Advisory Services Network, LLC | $1.2M | 16,447 | 0.01% | 2q | +77.9%+$520.8K |
| Quantinno Capital Management LP | $1.2M | 16,203 | 0.00% | 3q | -6.6%-$82.9K |
| LexAurum Advisors, LLC | $1.1M | 15,651 | 0.13% | 30q | -7.0%-$85.1K |
| CreativeOne Wealth, LLC | $1.1M | 15,610 | 0.02% | 31q | -16.8%-$227.4K |
| NewEdge Advisors, LLC | $1.0M | 14,478 | 0.00% | 11q | +37.1%+$283.4K |
| RVW Wealth, LLC | $1.0M | 13,864 | 0.07% | 30q | HELD |
| AMERIPRISE FINANCIAL INC | $998.7K | 13,811 | 0.00% | 31q | -50.9%-$1.0M |
| Stonehearth Capital Management, LLC | $995.5K | 13,767 | 0.34% | 31q | -5.1%-$54.0K |
| Kathmere Capital Management, LLC | $990.5K | 13,698 | 0.05% | 13q | HELD |
| Independent Wealth Network Inc. | $896.5K | 12,397 | 0.23% | 20q | +5.2%+$44.7K |
| AQR CAPITAL MANAGEMENT LLC | $891.4K | 12,327 | 0.00% | 8q | -1.9%-$17.6K |
| JANE STREET GROUP, LLC | $890.0K | 12,308 | 0.00% | 4q | -64.0%-$1.6M |
| Spire Wealth Management | $878.5K | 12,149 | 0.03% | 22q | -6.7%-$63.0K |
| BlackRock, Inc. | $862.8K | 11,931 | 0.00% | 3q | +22.7%+$159.4K |
| Vise Technologies, Inc. | $858.1K | 11,867 | 0.01% | 8q | -15.0%-$151.8K |
| Summit Financial, LLC | $771.1K | 10,664 | 0.01% | 2q | -1.7%-$13.0K |
| Cetera Investment Advisers | $728.3K | 10,071 | 0.00% | 10q | +1.1%+$7.7K |
| Composition Wealth, LLC | $691.0K | 9,556 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $673.0K | 9,306 | 0.01% | 12q | +176.9%+$430.0K |
| Private Advisor Group, LLC | $656.5K | 9,079 | 0.00% | 5q | +7.7%+$47.0K |
| Pinnacle Financial Partners, Inc. | $655.6K | 9,066 | 0.00% | 3q | -1.5%-$10.1K |
| AlTi Global, Inc. | $633.3K | 8,758 | 0.01% | 7q | HELD |
| Kestra Advisory Services, LLC | $578.4K | 7,999 | 0.00% | 24q | HELD |
| Gimbal Financial | $574.6K | 7,946 | 0.35% | 6q | HELD |
| HHM Wealth Advisors, LLC | $548.5K | 7,585 | 0.06% | 29q | HELD |
| Vawter Financial, Ltd. | $528.7K | 7,311 | 0.20% | 4q | -50.0%-$528.7K |
| First Commonwealth Financial Corp /PA/ | $520.7K | 7,201 | 0.07% | 31q | -1.2%-$6.2K |
| Worth Financial Advisory Group, LLC | $513.3K | 7,099 | 0.21% | new | NEW |
| Schiavi & Co LLC | $511.7K | 7,076 | 0.14% | 11q | HELD |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $505.5K | 6,991 | 0.04% | 15q | -5.1%-$27.3K |
| Empire Financial Management Company, LLC | $488.5K | 6,755 | 0.19% | 14q | -3.9%-$19.9K |
| MN Wealth Advisors, LLC | $473.4K | 6,546 | 0.20% | 11q | -1.6%-$7.5K |
| Vident Advisory, LLC | $471.9K | 6,526 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $437.6K | 6,052 | 0.00% | 2q | +7.9%+$32.2K |
| MML INVESTORS SERVICES, LLC | $427.5K | 5,912 | 0.00% | 31q | +3.6%+$15.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $420.0K | 5,808 | 0.00% | 14q | +1.2%+$5.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $400.7K | 5,542 | 0.00% | 31q | -2.3%-$9.5K |
| Modern Wealth Management, LLC | $397.7K | 5,500 | 0.00% | 7q | -2.0%-$8.0K |
| DAYMARK WEALTH PARTNERS, LLC | $383.7K | 5,306 | 0.01% | 12q | -2.0%-$8.0K |
| NorthRock Partners, LLC | $311.4K | 4,306 | 0.00% | 4q | HELD |
| Facet Wealth, Inc. | $257.7K | 3,564 | 0.00% | 5q | HELD |
| Trilogy Capital Inc. | $253.2K | 3,501 | 0.01% | 31q | HELD |
| 3Chopt Investment Partners, LLC | $240.4K | 3,325 | 0.05% | 6q | HELD |
| Summit Wealth Partners, LLC | $228.4K | 3,159 | 0.03% | 5q | -1.8%-$4.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.1K | 3,155 | 0.00% | 31q | +1.1%+$2.5K |
| PNC Financial Services Group, Inc. | $220.7K | 3,052 | 0.00% | 27q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $210.9K | 2,916 | 0.10% | 27q | HELD |
| Arax Advisory Partners | $195.6K | 2,705 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $192.3K | 2,660 | 0.02% | new | NEW |
| Integrated Wealth Concepts LLC | $104.7K | 1,448 | 0.00% | new | NEW |
| Lodestone Wealth Management LLC | $98.0K | 1,356 | 0.03% | 3q | +1.1%+$1.1K |
| FMR LLC | $96.2K | 1,331 | 0.00% | 28q | +8.1%+$7.2K |
| IFP Advisors, Inc | $52.9K | 732 | 0.00% | 5q | HELD |
| Horizon Investments, LLC | $35.2K | 487 | 0.00% | 3q | -50.0%-$35.2K |
| SYM FINANCIAL Corp | $33.7K | 466 | 0.00% | 31q | HELD |
| AE Wealth Management LLC | $32.9K | 455 | 0.00% | 7q | +29.6%+$7.5K |
| EverSource Wealth Advisors, LLC | $31.1K | 431 | 0.00% | 11q | +1.4% |
| Ancora Advisors LLC | $28.9K | 400 | 0.00% | 31q | HELD |
| N.E.W. Advisory Services LLC | $25.3K | 350 | 0.00% | 6q | HELD |
| Founders Financial Alliance, LLC | $24.2K | 335 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.4K | 323 | 0.00% | 2q | HELD |
| Strategic Wealth Partners, Ltd. | $23.1K | 319 | 0.00% | 5q | -2.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $17.3K | 240 | 0.00% | 3q | -56.1%-$22.1K |
| VANGUARD ADVISERS INC | $10.1K | 139 | 0.00% | 2q | +1444.4%+$9.4K |
| CITIGROUP INC | $8.7K | 120 | 0.00% | 18q | -96.6%-$249.2K |
| Qube Research & Technologies Ltd | $7.7K | 107 | 0.00% | 15q | +35.4%+$2.0K |
| HARBOUR INVESTMENTS, INC. | $5.8K | 80 | 0.00% | 6q | HELD |
| Kingdom Financial Group LLC. | $5.7K | 79 | 0.00% | 3q | HELD |
| RICHARDS, MERRILL & PETERSON, INC. | $3.8K | 52 | 0.00% | 5q | HELD |
Showing the largest 100 of 108 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 | 104 | $249.4M | 3,444,960 | 9 | 25 | 40 | 0.0% |
| Q1 2026 | 107 | $247.7M | 3,481,938 | 11 | 24 | 37 | 0.0% |
| Q4 2025 | 100 | $255.5M | 3,771,953 | 10 | 33 | 24 | 0.0% |
| Q3 2025 | 98 | $257.5M | 3,867,214 | 11 | 27 | 28 | 0.0% |
| Q2 2025 | 98 | $243.6M | 3,796,784 | 15 | 23 | 35 | 0.0% |
| Q1 2025 | 91 | $217.4M | 3,808,607 | 9 | 25 | 38 | 0.0% |
| Q4 2024 | 93 | $213.9M | 3,992,811 | 10 | 25 | 25 | 0.0% |
| Q3 2024 | 87 | $235.2M | 3,916,030 | 6 | 32 | 23 | 0.0% |
| Q2 2024 | 88 | $225.2M | 4,071,936 | 7 | 21 | 39 | 0.0% |
| Q1 2024 | 86 | $282.3M | 5,011,117 | 9 | 21 | 29 | 0.0% |
| Q4 2023 | 85 | $251.1M | 4,624,262 | 8 | 24 | 36 | 0.0% |
| Q3 2023 | 77 | $215.0M | 4,253,940 | 5 | 21 | 40 | 0.0% |
| Q2 2023 | 78 | $245.8M | 4,731,431 | 8 | 22 | 31 | 0.0% |
| Q1 2023 | 76 | $521.4M | 9,966,225 | 4 | 25 | 30 | 0.0% |
| Q4 2022 | 81 | $531.5M | 10,300,326 | 16 | 15 | 39 | 0.0% |
| Q3 2022 | 88 | $514.1M | 11,951,255 | 6 | 26 | 40 | 0.0% |
| Q2 2022 | 94 | $573.2M | 11,741,507 | 6 | 27 | 42 | 0.0% |
| Q1 2022 | 103 | $665.8M | 11,799,964 | 5 | 34 | 35 | 0.0% |
| Q4 2021 | 111 | $661.4M | 11,312,716 | 6 | 35 | 47 | 0.0% |
| Q3 2021 | 113 | $719.5M | 11,833,606 | 16 | 41 | 37 | 0.0% |
| Q2 2021 | 101 | $670.9M | 10,739,068 | 6 | 37 | 40 | 0.0% |
| Q1 2021 | 109 | $637.1M | 10,409,915 | 10 | 30 | 43 | 0.0% |
| Q4 2020 | 116 | $727.5M | 12,412,694 | 6 | 33 | 51 | 0.0% |
| Q3 2020 | 113 | $623.8M | 11,996,402 | 7 | 32 | 55 | 0.0% |
| Q2 2020 | 114 | $643.8M | 12,882,268 | 12 | 28 | 58 | 0.0% |
| Q1 2020 | 124 | $625.1M | 14,370,966 | 11 | 30 | 66 | 0.0% |
| Q4 2019 | 146 | $962.7M | 16,890,163 | 11 | 40 | 56 | 0.0% |
| Q3 2019 | 135 | $1.1B | 20,200,127 | 10 | 40 | 59 | 0.0% |
| Q2 2019 | 145 | $1.2B | 22,579,471 | 19 | 50 | 50 | 0.0% |
| Q1 2019 | 142 | $1.4B | 24,405,620 | 22 | 52 | 47 | 0.0% |
| Q4 2018 | 132 | $1.0B | 20,193,921 | 1 | 0 | 1 | 0.0% |