J P MORGAN EXCHANGE TRADED F (JPME)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
101
Reporting holders
$289.8M
Reported value
0.0%
Held as options
-4
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 | $58.5M | 471,309 | 0.00% | 24q | +14.6%+$7.4M |
| HighTower Advisors, LLC | $44.3M | 356,443 | 0.04% | 17q | HELD |
| LPL Financial LLC | $32.5M | 261,929 | 0.01% | 31q | +4.4%+$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $19.9M | 159,646 | 0.01% | 9q | +19.6%+$3.3M |
| Cerity Partners LLC | $10.9M | 87,670 | 0.01% | 13q | -5.2%-$596.7K |
| Kingsview Wealth Management, LLC | $9.4M | 75,738 | 0.11% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $9.2M | 74,404 | 0.00% | 7q | +278.3%+$6.8M |
| RVW Wealth, LLC | $7.9M | 63,776 | 0.52% | 26q | HELD |
| Manske Wealth Management | $7.9M | 63,388 | 1.96% | 7q | +5.9%+$440.2K |
| Sanctuary Advisors, LLC | $6.9M | 55,464 | 0.03% | 9q | +1.5%+$102.6K |
| 1900 WEALTH MANAGEMENT LLC | $5.8M | 46,317 | 0.32% | 23q | HELD |
| ROYAL BANK OF CANADA | $5.3M | 42,466 | 0.00% | 14q | -22.2%-$1.5M |
| BANK OF AMERICA CORP /DE/ | $4.4M | 35,326 | 0.00% | 31q | +2.9%+$122.2K |
| STIFEL FINANCIAL CORP | $4.0M | 32,481 | 0.00% | 11q | +107.2%+$2.1M |
| OSAIC HOLDINGS, INC. | $4.0M | 32,288 | 0.00% | 26q | +9.0%+$330.0K |
| Cassilly Financial Group LLC | $4.0M | 32,106 | 1.45% | 3q | +105.5%+$2.0M |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.9M | 23,200 | 2.31% | 7q | +1.4%+$38.5K |
| Vantus Wealth LLC | $2.5M | 20,319 | 1.35% | 2q | +29.5%+$575.6K |
| KWB Wealth | $2.5M | 20,296 | 0.22% | 11q | +4.1%+$98.4K |
| Advyzon Investment Management, LLC | $2.5M | 20,052 | 0.18% | 4q | +8.6%+$197.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 19,903 | 0.00% | 31q | +11.3%+$251.2K |
| Dynamic Advisor Solutions LLC | $2.3M | 18,507 | 0.07% | 16q | -7.3%-$181.9K |
| Trilogy Capital Inc. | $2.2M | 17,932 | 0.09% | 31q | HELD |
| CITADEL ADVISORS LLC | $2.1M | 17,241 | 0.00% | 3q | +154.0%+$1.3M |
| Empirical Asset Management, LLC | $1.9M | 15,560 | 0.44% | 4q | +4.5%+$83.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 14,521 | 0.00% | 17q | +47.6%+$581.8K |
| CreativeOne Wealth, LLC | $1.8M | 14,301 | 0.04% | 31q | -9.3%-$181.1K |
| Apella Capital, LLC | $1.4M | 11,330 | 0.02% | 20q | -2.4%-$34.9K |
| Archford Capital Strategies, LLC | $1.3M | 10,693 | 0.13% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.3M | 10,423 | 0.02% | 13q | +4.2%+$52.0K |
| Kestra Advisory Services, LLC | $1.3M | 10,162 | 0.00% | 16q | -12.1%-$173.5K |
| Goldstein Advisors, LLC | $1.3M | 10,068 | 0.11% | 15q | -5.3%-$69.3K |
| FSM Wealth Advisors, LLC | $1.3M | 10,064 | 0.13% | 11q | -0.7%-$8.4K |
| AMERIPRISE FINANCIAL INC | $1.1M | 9,150 | 0.00% | 5q | -33.4%-$570.6K |
| Richard P Slaughter Associates Inc | $1.1M | 8,810 | 0.21% | 27q | -4.1%-$46.6K |
| Gallacher Capital Management LLC | $1.1M | 8,708 | 0.61% | 15q | -28.2%-$425.4K |
| CHOREO, LLC | $960.9K | 7,736 | 0.01% | 14q | -5.6%-$56.5K |
| Cetera Investment Advisers | $928.4K | 7,474 | 0.00% | 10q | HELD |
| Modern Wealth Management, LLC | $884.8K | 7,123 | 0.01% | 2q | -67.5%-$1.8M |
| JPMORGAN CHASE & CO | $848.4K | 6,793 | 0.00% | 15q | -6.0%-$54.3K |
| LANDMARK WEALTH MANAGEMENT, INC. | $809.6K | 6,517 | 0.27% | 9q | HELD |
| Private Advisor Group, LLC | $808.6K | 6,510 | 0.00% | 18q | -66.1%-$1.6M |
| Cosner Financial Group, LLC | $720.6K | 5,807 | 0.37% | 11q | -3.4%-$25.1K |
| BLUEDOOR PRIVATE WEALTH, LLC | $718.8K | 5,787 | 0.30% | 3q | -4.9%-$36.9K |
| COMPASS CAPITAL MANAGEMENT, INC | $660.8K | 5,320 | 0.04% | 4q | HELD |
| Coppell Advisory Solutions LLC | $649.4K | 25 | 0.05% | new | NEW |
| PRINCIPAL SECURITIES, INC. | $635.2K | 5,114 | 0.01% | 11q | +27.0%+$134.9K |
| CPWA, LLC | $618.1K | 4,976 | 0.72% | 2q | +1.2%+$7.2K |
| NOTTINGHAM ADVISORS, INC. | $608.8K | 4,896 | 0.07% | 8q | HELD |
| LWM Advisory Services, LLC | $587.1K | 4,726 | 1.05% | 18q | -54.9%-$714.1K |
| BlackRock, Inc. | $543.2K | 4,373 | 0.00% | 4q | +329.1%+$416.6K |
| Traub Capital Management LLC | $543.1K | 4,372 | 0.48% | 5q | +2.4%+$12.7K |
| N.E.W. Advisory Services LLC | $539.9K | 4,347 | 0.04% | 12q | HELD |
| Stratos Wealth Partners, LTD. | $535.5K | 4,311 | 0.01% | 15q | HELD |
| Fifth Third Securities, Inc. | $507.7K | 4,087 | 0.03% | 11q | -9.6%-$53.7K |
| Entelevest, LLC | $493.2K | 3,970 | 0.42% | 3q | -2.3%-$11.7K |
| Summit Financial, LLC | $490.1K | 3,946 | 0.01% | 2q | +2.0%+$9.6K |
| McLaughlin Asset Management, Inc. | $483.8K | 3,895 | 0.33% | 3q | -2.0%-$10.1K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $439.2K | 3,536 | 0.08% | 16q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $418.8K | 3,372 | 0.00% | 10q | -1.0%-$4.3K |
| OneDigital Investment Advisors LLC | $401.5K | 3,233 | 0.00% | 3q | -6.9%-$29.6K |
| LUTS & GREENLEIGH GROUP, INC. | $322.1K | 2,593 | 0.24% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $301.2K | 2,424 | 0.01% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $271.7K | 2,187 | 0.00% | 8q | -53.2%-$309.3K |
| Layline Advisors, LLC | $267.6K | 2,154 | 0.24% | new | FIRST |
| Curry Webb Wealth Management LLC | $247.7K | 1,994 | 0.10% | new | FIRST |
| PFG Advisors | $232.3K | 1,870 | 0.01% | 10q | -17.9%-$50.6K |
| ENVESTNET ASSET MANAGEMENT INC | $223.8K | 1,802 | 0.00% | 15q | HELD |
| PRIVATE TRUST CO NA | $206.6K | 1,663 | 0.02% | 12q | -8.5%-$19.1K |
| StoneX Group Inc. | $201.6K | 1,625 | 0.01% | 4q | -43.2%-$153.1K |
| FMR LLC | $195.8K | 1,576 | 0.00% | 22q | +22.6%+$36.2K |
| US BANCORP \DE\ | $128.6K | 1,035 | 0.00% | 2q | HELD |
| ALBION FINANCIAL GROUP /UT | $116.3K | 936 | 0.01% | 9q | HELD |
| Global Retirement Partners, LLC | $114.7K | 923 | 0.00% | 16q | +0.8% |
| BROWN BROTHERS HARRIMAN & CO | $113.7K | 915 | 0.00% | 5q | HELD |
| AE Wealth Management LLC | $112.4K | 905 | 0.00% | 7q | +8.4%+$8.7K |
| Farther Finance Advisors, LLC | $79.9K | 643 | 0.00% | 4q | -13.7%-$12.7K |
| Steward Partners Investment Advisory, LLC | $70.9K | 571 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $40.4K | 325 | 0.00% | 21q | HELD |
| FIFTH THIRD BANCORP | $35.5K | 286 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $29.1K | 234 | 0.00% | 8q | HELD |
| Pflug Koory, LLC | $24.8K | 200 | 0.01% | 3q | HELD |
| Crewe Advisors LLC | $17.8K | 143 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $16.5K | 133 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $16.1K | 129 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $15.5K | 124,896 | 0.02% | 31q | +1.4% |
| FIDUCIARY FINANCIAL ADVISORS | $13.2K | 107 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $11.1K | 89 | 0.00% | 2q | -17.6%-$2.4K |
| Capital Investment Advisory Services, LLC | $10.2K | 82 | 0.00% | 3q | -4.7% |
| Golden State Wealth Management, LLC | $10.2K | 82 | 0.00% | 7q | HELD |
| Napier Financial, LLC | $6.5K | 52 | 0.00% | 2q | HELD |
| UBS Group AG | $6.2K | 50 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $6.2K | 50 | 0.00% | 15q | -49.0%-$6.0K |
| Allworth Financial LP | $5.3K | 43 | 0.00% | new | NEW |
| Greykasell Wealth Strategies, Inc. | $4.3K | 34 | 0.00% | 3q | HELD |
| MCF Advisors LLC | $3.2K | 26 | 0.00% | 2q | HELD |
| IMG Wealth Management, Inc. | $2.6K | 21 | 0.00% | 7q | HELD |
| APPLETON PARTNERS INC/MA | $2.5K | 20,152 | 0.15% | 31q | -78.2%-$9.0K |
| Parallel Advisors, LLC | $2.1K | 17 | 0.00% | 3q | HELD |
| True Wealth Design, LLC | $2.1K | 17 | 0.00% | 2q | HELD |
Showing the largest 100 of 107 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 | 101 | $289.8M | 2,332,166 | 5 | 27 | 31 | 0.0% |
| Q1 2026 | 105 | $244.5M | 2,136,825 | 14 | 31 | 32 | 0.0% |
| Q4 2025 | 98 | $243.0M | 2,236,420 | 12 | 35 | 25 | 0.0% |
| Q3 2025 | 90 | $231.1M | 2,139,861 | 13 | 22 | 32 | 0.0% |
| Q2 2025 | 84 | $221.0M | 2,131,501 | 9 | 23 | 30 | 0.0% |
| Q1 2025 | 80 | $276.7M | 2,751,697 | 7 | 27 | 26 | 0.0% |
| Q4 2024 | 83 | $293.7M | 2,863,523 | 8 | 23 | 27 | 0.0% |
| Q3 2024 | 77 | $302.5M | 2,879,488 | 8 | 24 | 23 | 0.0% |
| Q2 2024 | 71 | $247.9M | 2,603,105 | 7 | 23 | 24 | 0.0% |
| Q1 2024 | 71 | $322.6M | 3,254,439 | 10 | 19 | 27 | 0.0% |
| Q4 2023 | 65 | $273.3M | 2,974,823 | 14 | 22 | 22 | 0.0% |
| Q3 2023 | 55 | $215.6M | 2,576,944 | 9 | 24 | 19 | 0.0% |
| Q2 2023 | 51 | $234.5M | 2,651,445 | 6 | 17 | 17 | 0.0% |
| Q1 2023 | 53 | $138.9M | 1,632,681 | 7 | 22 | 16 | 0.0% |
| Q4 2022 | 50 | $124.1M | 1,477,764 | 10 | 18 | 10 | 0.0% |
| Q3 2022 | 53 | $203.2M | 2,659,845 | 11 | 15 | 14 | 0.0% |
| Q2 2022 | 45 | $194.2M | 2,405,944 | 9 | 15 | 12 | 0.0% |
| Q1 2022 | 42 | $205.7M | 2,198,722 | 11 | 15 | 9 | 0.0% |
| Q4 2021 | 32 | $190.3M | 1,994,646 | 2 | 14 | 10 | 0.0% |
| Q3 2021 | 34 | $193.2M | 2,204,967 | 4 | 10 | 10 | 0.0% |
| Q2 2021 | 33 | $196.1M | 2,232,174 | 3 | 10 | 14 | 0.0% |
| Q1 2021 | 34 | $196.5M | 2,369,927 | 4 | 10 | 15 | 0.0% |
| Q4 2020 | 32 | $202.4M | 2,697,417 | 3 | 9 | 11 | 0.0% |
| Q3 2020 | 34 | $155.7M | 2,428,246 | 6 | 7 | 13 | 0.0% |
| Q2 2020 | 32 | $155.3M | 2,566,439 | 9 | 8 | 12 | 0.0% |
| Q1 2020 | 25 | $132.5M | 2,621,474 | 3 | 12 | 6 | 0.0% |
| Q4 2019 | 31 | $166.7M | 2,365,709 | 2 | 15 | 9 | 0.0% |
| Q3 2019 | 28 | $153.5M | 2,305,047 | 2 | 13 | 7 | 0.0% |
| Q2 2019 | 32 | $137.4M | 2,072,799 | 4 | 10 | 5 | 0.0% |
| Q1 2019 | 31 | $124.3M | 1,915,666 | 9 | 9 | 9 | 0.0% |
| Q4 2018 | 28 | $102.8M | 1,801,090 | 0 | 0 | 0 | 0.0% |