J P MORGAN EXCHANGE TRADED F (JPMB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$49.5M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $10.8M | 268,669 | 0.00% | 13q | +3.7%+$382.6K |
| BANK OF AMERICA CORP /DE/ | $7.9M | 195,253 | 0.00% | 28q | -4.7%-$386.5K |
| Cambria Investment Management, L.P. | $6.1M | 150,900 | 0.30% | 10q | +3.0%+$173.8K |
| RiverFront Investment Group, LLC | $5.7M | 141,857 | 0.08% | 10q | +1.2%+$67.2K |
| ARQ WEALTH ADVISORS, LLC | $4.9M | 123,765 | 0.61% | 10q | +44.2%+$1.5M |
| JPMORGAN CHASE & CO | $2.5M | 61,557 | 0.00% | 3q | +6.0%+$140.7K |
| HSBC HOLDINGS PLC | $2.2M | 55,748 | 0.00% | 6q | +49.6%+$745.5K |
| LPL Financial LLC | $2.1M | 52,380 | 0.00% | 27q | -41.9%-$1.5M |
| Forthright Family Wealth Advisory LLC | $1.1M | 28,270 | 0.64% | new | NEW |
| Convergence Financial, LLC | $730.4K | 18,118 | 0.06% | 9q | +104.3%+$372.9K |
| Focus Financial Network, Inc. | $646.3K | 16,031 | 0.02% | 17q | -3.5%-$23.4K |
| Pure Financial Advisors, LLC | $627.7K | 15,570 | 0.01% | 19q | -4.8%-$31.4K |
| Steward Partners Investment Advisory, LLC | $598.2K | 14,839 | 0.00% | 17q | +0.6%+$3.4K |
| 5T Wealth, LLC | $576.4K | 14,297 | 0.21% | 3q | +2.7%+$15.2K |
| JANE STREET GROUP, LLC | $537.5K | 13,333 | 0.00% | 5q | -90.0%-$4.8M |
| GTS SECURITIES LLC | $467.1K | 11,587 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $447.1K | 11,090 | 0.00% | 2q | +115.8%+$239.9K |
| Farther Finance Advisors, LLC | $430.9K | 10,688 | 0.00% | 3q | +10588.0%+$426.8K |
| Integrated Wealth Concepts LLC | $366.6K | 9,093 | 0.00% | 2q | +38.6%+$102.0K |
| UBS Group AG | $258.3K | 6,407 | 0.00% | 2q | +1.3%+$3.3K |
| Dynamic Advisor Solutions LLC | $201.6K | 5,000 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $133.2K | 3,305 | 0.00% | 26q | +3.8%+$4.8K |
| GAMMA Investing LLC | $39.6K | 983 | 0.00% | 9q | +138.0%+$23.0K |
| ROYAL BANK OF CANADA | $32.0K | 799 | 0.00% | 22q | -68.7%-$70.1K |
| MATHER GROUP, LLC. | $28.2K | 699 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $14.9K | 370 | 0.00% | 4q | HELD |
| LGT Financial Advisors LLC | $9.2K | 227 | 0.05% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $4.3K | 107 | 0.00% | 6q | HELD |
| AlphaCore Capital LLC | $3.5K | 87 | 0.00% | 6q | -41.2%-$2.5K |
| FIFTH THIRD BANCORP | $3.3K | 82 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.0K | 50 | 0.00% | 2q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $1.8K | 45 | 0.00% | 2q | HELD |
| Elevated Capital Advisors, LLC | $1.7K | 42 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $1.7K | 41 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.3K | 33 | 0.00% | 5q | HELD |
| Virtus Fixed Income Advisers, LLC | $524 | 13 | 0.00% | 5q | -31.6% |
| WELLS FARGO & COMPANY/MN | $26 | 1 | 0.00% | 15q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-30 | 13G/A | First Trust Portfolios L.P.with 2 co-filers | 4.0% |
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 | 37 | $49.5M | 1,231,336 | 4 | 15 | 8 | 0.0% |
| Q1 2026 | 40 | $51.7M | 1,319,598 | 12 | 13 | 9 | 0.0% |
| Q4 2025 | 33 | $42.9M | 1,063,162 | 8 | 10 | 7 | 0.0% |
| Q3 2025 | 32 | $29.0M | 718,799 | 5 | 12 | 10 | 0.0% |
| Q2 2025 | 33 | $25.2M | 649,134 | 7 | 9 | 12 | 0.0% |
| Q1 2025 | 43 | $142.6M | 3,699,938 | 7 | 16 | 9 | 0.0% |
| Q4 2024 | 43 | $483.4M | 12,707,568 | 4 | 19 | 9 | 0.0% |
| Q3 2024 | 47 | $586.1M | 14,430,473 | 7 | 28 | 6 | 0.0% |
| Q2 2024 | 46 | $580.6M | 15,015,362 | 10 | 15 | 12 | 0.0% |
| Q1 2024 | 39 | $650.2M | 16,555,402 | 19 | 11 | 2 | 0.0% |
| Q4 2023 | 23 | $582.6M | 14,612,465 | 4 | 7 | 4 | 0.0% |
| Q3 2023 | 21 | $758.9M | 20,371,179 | 3 | 10 | 3 | 0.0% |
| Q2 2023 | 21 | $263.2M | 6,755,447 | 4 | 10 | 2 | 0.0% |
| Q1 2023 | 25 | $200.1M | 5,091,743 | 9 | 4 | 10 | 0.0% |
| Q4 2022 | 17 | $198.3M | 5,119,640 | 3 | 7 | 5 | 0.0% |
| Q3 2022 | 16 | $57.8M | 1,593,124 | 1 | 11 | 4 | 0.0% |
| Q2 2022 | 17 | $53.6M | 1,400,078 | 4 | 5 | 6 | 0.0% |
| Q1 2022 | 15 | $51.4M | 1,181,922 | 2 | 5 | 7 | 0.0% |
| Q4 2021 | 17 | $49.8M | 1,029,062 | 4 | 5 | 7 | 0.0% |
| Q3 2021 | 17 | $55.0M | 1,123,546 | 2 | 6 | 5 | 0.0% |
| Q2 2021 | 15 | $68.9M | 1,377,008 | 3 | 4 | 4 | 0.0% |
| Q1 2021 | 14 | $59.0M | 1,209,918 | 3 | 2 | 7 | 0.0% |
| Q4 2020 | 15 | $67.8M | 1,312,680 | 3 | 5 | 3 | 0.0% |
| Q3 2020 | 14 | $62.3M | 1,293,288 | 3 | 7 | 1 | 0.0% |
| Q2 2020 | 14 | $58.4M | 1,212,995 | 3 | 2 | 7 | 0.0% |
| Q1 2020 | 15 | $62.0M | 1,428,316 | 5 | 2 | 4 | 0.0% |
| Q4 2019 | 17 | $72.3M | 1,408,883 | 4 | 7 | 3 | 0.0% |
| Q3 2019 | 15 | $59.4M | 1,174,473 | 7 | 3 | 2 | 0.0% |
| Q2 2019 | 9 | $58.3M | 1,171,414 | 1 | 2 | 2 | 0.0% |
| Q1 2019 | 10 | $56.1M | 1,166,211 | 4 | 3 | 2 | 0.0% |
| Q4 2018 | 8 | $52.6M | 1,151,373 | 0 | 0 | 0 | 0.0% |