J P MORGAN EXCHANGE TRADED F (JPLD)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
157
Reporting holders
$3.3B
Reported value
0.0%
Held as options
+19
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $2.3B | 43,927,253 | 0.13% | 12q | -3.1%-$73.2M |
| FMR LLC | $125.3M | 2,401,346 | 0.01% | 3q | +51090.5%+$125.1M |
| CAPTRUST FINANCIAL ADVISORS | $81.9M | 1,569,546 | 0.13% | 11q | -3.5%-$3.0M |
| MORGAN STANLEY | $79.8M | 1,528,082 | 0.00% | 12q | +5.8%+$4.4M |
| M&T Bank Corp | $58.1M | 1,114,155 | 0.17% | 7q | +68.6%+$23.7M |
| LPL Financial LLC | $54.3M | 1,040,372 | 0.01% | 12q | -9.9%-$6.0M |
| Schiavi & Co LLC | $50.8M | 972,807 | 13.42% | 6q | +8.6%+$4.0M |
| Composition Wealth, LLC | $50.7M | 970,536 | 0.59% | 8q | +5.7%+$2.7M |
| UBS Group AG | $47.4M | 908,104 | 0.01% | 12q | +8.7%+$3.8M |
| Wealthquest Corp | $36.3M | 696,093 | 2.29% | new | NEW |
| MBM WEALTH CONSULTANTS, LLC | $26.8M | 513,387 | 5.17% | 8q | +51.4%+$9.1M |
| BANK OF AMERICA CORP /DE/ | $20.8M | 399,217 | 0.00% | 12q | -0.9%-$187.9K |
| Scott Capital Advisors, LLC | $16.8M | 321,805 | 2.63% | 2q | +720.9%+$14.7M |
| JONES FINANCIAL COMPANIES LLLP | $15.5M | 297,241 | 0.01% | 10q | +15.8%+$2.1M |
| Essential Planning, LLC. | $15.5M | 296,964 | 4.38% | 8q | +29.8%+$3.6M |
| TD Capital Management LLC | $14.3M | 273,341 | 1.17% | 8q | +3.6%+$502.2K |
| Spinnaker Investment Group, LLC | $14.0M | 269,007 | 2.25% | new | NEW |
| Per Stirling Capital Management, LLC. | $13.7M | 263,352 | 1.30% | new | NEW |
| Intellus Advisors LLC | $12.7M | 244,244 | 1.55% | 7q | +4.6%+$563.5K |
| RAYMOND JAMES FINANCIAL INC | $12.3M | 235,613 | 0.00% | 7q | -1.0%-$128.4K |
| FMA Wealth Management, LLC | $12.2M | 233,539 | 7.80% | 8q | -1.8%-$217.2K |
| Stonebridge Financial Group, LLC | $12.1M | 231,761 | 0.92% | 7q | -7.8%-$1.0M |
| HighTower Advisors, LLC | $11.0M | 211,649 | 0.01% | 7q | +1.0%+$104.0K |
| Bulwark Capital Corp | $10.3M | 196,887 | 5.78% | 5q | -16.6%-$2.1M |
| Wealth Advisors of Tampa Bay, LLC | $10.0M | 192,111 | 3.07% | 12q | +3.9%+$374.6K |
| OakTrust Wealth Advisors, LLC | $9.6M | 184,590 | 8.30% | 3q | +11.9%+$1.0M |
| Private Advisor Group, LLC | $9.5M | 181,890 | 0.04% | 8q | +2.0%+$190.3K |
| Juno Financial Group LLC | $9.3M | 177,780 | 3.29% | 2q | +6.8%+$591.6K |
| Kraft, Davis & Associates, LLC | $9.1M | 175,879 | 1.91% | 2q | +297.3%+$6.8M |
| DRIVE WEALTH MANAGEMENT, LLC | $8.0M | 153,466 | 1.43% | 4q | +13.7%+$964.6K |
| ANCHOR CAPITAL ADVISORS LLC | $7.4M | 141,013 | 0.21% | 2q | +2.8%+$203.2K |
| Cetera Investment Advisers | $7.3M | 140,347 | 0.01% | 10q | +16.4%+$1.0M |
| MONECO ADVISORS, LLC | $7.2M | 137,540 | 0.44% | 12q | +27.8%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 115,846 | 0.01% | 12q | -6.3%-$409.6K |
| Whipplewood Advisors, LLC | $6.0M | 115,738 | 4.07% | 2q | -23.0%-$1.8M |
| OSAIC HOLDINGS, INC. | $6.0M | 115,505 | 0.01% | 12q | +33.6%+$1.5M |
| Apella Capital, LLC | $5.2M | 99,443 | 0.07% | 2q | HELD |
| KINTRA WEALTH, LLC | $5.1M | 98,702 | 0.27% | new | NEW |
| Bleakley Financial Group, LLC | $4.9M | 93,775 | 0.06% | 3q | -2.7%-$133.9K |
| Sunrise Financial Services, LLC | $4.9M | 93,755 | 2.91% | 2q | +9.4%+$418.6K |
| Steward Partners Investment Advisory, LLC | $4.5M | 86,516 | 0.02% | 8q | HELD |
| WBH ADVISORY INC | $4.5M | 85,565 | 0.30% | new | NEW |
| AE Wealth Management LLC | $4.4M | 83,636 | 0.02% | 7q | +3.5%+$148.9K |
| Members Advisory Group LLC | $4.2M | 81,398 | 1.19% | 7q | -3.9%-$172.0K |
| Turning Point Benefit Group, Inc. | $4.0M | 76,806 | 1.72% | new | NEW |
| Grey Ledge Advisors, LLC | $4.0M | 75,720 | 0.79% | 7q | +7.4%+$273.3K |
| Diversified Portfolios, Inc. | $3.1M | 59,893 | 0.23% | 5q | +6.9%+$202.8K |
| Wealthcare Advisory Partners LLC | $3.0M | 57,903 | 0.06% | 7q | -13.0%-$450.0K |
| Equitable Holdings, Inc. | $2.9M | 56,391 | 0.02% | 6q | -30.0%-$1.3M |
| Nautilus Advisors LLC | $2.9M | 56,020 | 1.72% | 6q | -8.9%-$284.2K |
| Ascent Group, LLC | $2.9M | 54,982 | 0.09% | 5q | +78.4%+$1.3M |
| Insight Wealth Partners, LLC | $2.8M | 53,268 | 0.37% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.8M | 53,257 | 0.11% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.5M | 48,689 | 0.04% | 2q | +33.0%+$630.9K |
| Rossby Financial, LCC | $2.5M | 48,568 | 0.46% | 6q | +69.0%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 47,835 | 0.00% | 12q | +18.8%+$395.8K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $2.4M | 45,345 | 1.44% | 7q | HELD |
| Cedarwood Wealth LLC | $2.3M | 43,630 | 1.72% | new | NEW |
| Savvy Advisors, Inc. | $2.2M | 42,564 | 0.05% | 3q | +12.4%+$244.5K |
| NICOLET BANKSHARES INC | $2.2M | 41,833 | 0.07% | 2q | -4.3%-$96.9K |
| KANE INVESTMENT MANAGEMENT, INC. | $2.2M | 41,226 | 0.92% | 6q | +13.5%+$256.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 40,808 | 0.00% | 12q | +29.0%+$478.3K |
| &PARTNERS | $1.9M | 36,067 | 0.01% | 9q | +9.4%+$161.9K |
| MML INVESTORS SERVICES, LLC | $1.9M | 35,931 | 0.00% | 8q | +63.6%+$728.7K |
| D.A. DAVIDSON & CO. | $1.8M | 35,216 | 0.01% | 12q | -1.1%-$21.3K |
| Capital Group Private Client Services, Inc. | $1.6M | 30,517 | 0.02% | 5q | +1.1%+$16.7K |
| BFSG, LLC | $1.5M | 28,856 | 0.13% | 2q | +665.2%+$1.3M |
| IRON Financial LLC | $1.4M | 26,202 | 0.56% | 2q | +1.4%+$19.2K |
| First Commonwealth Financial Corp /PA/ | $1.3M | 25,775 | 0.19% | 4q | -49.3%-$1.3M |
| Saiph Capital, LLC | $1.3M | 24,668 | 0.39% | 12q | HELD |
| TCP Asset Management, LLC | $1.3M | 24,151 | 0.14% | 4q | -41.2%-$881.7K |
| Accretive Wealth Partners, LLC | $1.1M | 21,441 | 0.27% | 2q | -13.6%-$176.0K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $1.1M | 21,115 | 0.82% | 3q | +21.7%+$196.7K |
| TRUIST FINANCIAL CORP | $1.1M | 20,600 | 0.00% | 8q | +19.8%+$177.6K |
| WCG Wealth Advisors LLC | $1.0M | 19,246 | 0.02% | 7q | +1.0%+$9.7K |
| STIFEL FINANCIAL CORP | $965.5K | 18,500 | 0.00% | 3q | -2.1%-$21.0K |
| FIFTH THIRD BANCORP | $943.5K | 18,078 | 0.00% | 3q | HELD |
| PROTECTIVE LIFE CORP | $929.7K | 17,813 | 6.64% | 2q | -37.3%-$554.0K |
| OPPENHEIMER & CO INC | $872.9K | 16,725 | 0.01% | 2q | +91.6%+$417.3K |
| KWB Wealth | $868.6K | 16,643 | 0.07% | 10q | +37.1%+$234.9K |
| Galvin, Gaustad & Stein, LLC | $859.6K | 16,470 | 0.06% | new | NEW |
| WJ Wealth Management, LLC | $839.7K | 16,089 | 0.33% | 4q | -6.8%-$61.7K |
| J.W. COLE ADVISORS, INC. | $804.5K | 15,414 | 0.01% | new | NEW |
| Valor Advisors LLC | $795.0K | 15,232 | 0.59% | 3q | -33.3%-$397.5K |
| BlueStem Wealth Partners, LLC | $785.9K | 15,059 | 0.08% | 7q | +27.5%+$169.6K |
| Vawter Financial, Ltd. | $678.0K | 12,991 | 0.26% | 4q | -49.6%-$668.2K |
| PRIVATE TRUST CO NA | $653.7K | 12,526 | 0.05% | 12q | HELD |
| Cedar Mountain Advisors, LLC | $640.2K | 12,267 | 0.11% | 3q | +1189.9%+$590.6K |
| Cerity Partners LLC | $548.5K | 10,510 | 0.00% | 6q | +7.5%+$38.3K |
| Lakeside Advisors, INC. | $548.0K | 10,500 | 0.34% | new | NEW |
| Moors & Cabot, Inc. | $541.2K | 10,370 | 0.02% | new | NEW |
| Cottage Street Advisors LLC | $523.3K | 10,027 | 0.20% | new | NEW |
| Trellis Wealth Advisors LLC | $513.6K | 9,841 | 0.18% | new | NEW |
| Ameritas Investment Partners, Inc. | $508.7K | 9,746 | 0.01% | 2q | +5.7%+$27.6K |
| ROYAL BANK OF CANADA | $493.0K | 9,451 | 0.00% | 12q | +14.8%+$63.5K |
| PFG Advisors | $493.0K | 9,446 | 0.02% | 10q | +3.6%+$17.1K |
| Creative Planning | $490.1K | 9,390 | 0.00% | 12q | +1.5%+$7.4K |
| Arax Advisory Partners | $450.5K | 8,633 | 0.00% | 3q | +37.2%+$122.2K |
| IHT Wealth Management, LLC | $448.6K | 8,596 | 0.01% | new | NEW |
| CIBC WORLD MARKET INC. | $412.9K | 7,911 | 0.00% | 3q | -3.8%-$16.3K |
Showing the largest 100 of 163 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 | 157 | $3.3B | 63,443,125 | 34 | 68 | 34 | 0.0% |
| Q1 2026 | 138 | $3.2B | 60,675,174 | 38 | 63 | 19 | 0.0% |
| Q4 2025 | 117 | $2.6B | 48,817,901 | 29 | 50 | 19 | 0.0% |
| Q3 2025 | 89 | $4.5B | 86,597,819 | 13 | 51 | 14 | 0.0% |
| Q2 2025 | 87 | $1.4B | 27,159,970 | 16 | 42 | 17 | 0.0% |
| Q1 2025 | 73 | $817.0M | 15,704,904 | 13 | 40 | 12 | 0.0% |
| Q4 2024 | 68 | $707.7M | 13,733,854 | 12 | 21 | 17 | 0.0% |
| Q3 2024 | 55 | $1.0B | 19,547,299 | 18 | 19 | 10 | 0.0% |
| Q2 2024 | 41 | $936.9M | 18,299,366 | 2 | 10 | 16 | 0.0% |
| Q1 2024 | 41 | $956.6M | 18,778,801 | 13 | 9 | 9 | 0.0% |
| Q4 2023 | 32 | $927.0M | 18,319,647 | 5 | 5 | 16 | 0.0% |
| Q3 2023 | 34 | $509.3M | 10,207,342 | 34 | 0 | 0 | 0.0% |