J P MORGAN EXCHANGE TRADED F (JPRE)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
63
Reporting holders
$396.1M
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $294.4M | 5,537,229 | 0.02% | 17q | -2.8%-$8.5M |
| National Philanthropic Trust | $13.3M | 255,407 | 0.19% | 10q | -7.2%-$1.0M |
| RAYMOND JAMES FINANCIAL INC | $11.5M | 219,739 | 0.00% | 7q | +13.5%+$1.4M |
| ECLECTIC ASSOCIATES INC /ADV | $10.4M | 198,949 | 1.18% | 8q | +15.0%+$1.4M |
| FIRST FOUNDATION ADVISORS | $10.3M | 197,518 | 0.37% | 10q | -33.1%-$5.1M |
| Anderson Financial Strategies, LLC | $8.4M | 158,021 | 4.38% | 5q | HELD |
| Beta Wealth Group, Inc. | $6.3M | 120,874 | 2.37% | 14q | HELD |
| OARSMAN CAPITAL, INC. | $5.6M | 107,800 | 0.60% | 8q | +16.7%+$806.8K |
| LPL Financial LLC | $5.1M | 97,193 | 0.00% | 17q | -1.6%-$82.1K |
| WELLS FARGO & COMPANY/MN | $3.7M | 70,245 | 0.00% | 5q | +226.8%+$2.5M |
| Cetera Investment Advisers | $2.9M | 55,677 | 0.00% | 12q | -0.5%-$15.8K |
| Medallion Wealth Advisors, LLC | $2.6M | 8,147 | 0.82% | 6q | +1381.3%+$2.4M |
| CENTRAL TRUST Co | $1.8M | 34,244 | 0.03% | 6q | +17.8%+$269.5K |
| 21 West Wealth Management LLC | $1.6M | 30,473 | 1.36% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 23,110 | 0.00% | 10q | -8.0%-$105.0K |
| One Capital Management, LLC | $1.2M | 24,426 | 0.03% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 22,345 | 0.00% | 3q | -46.2%-$999.3K |
| Orion Porfolio Solutions, LLC | $1.1M | 21,772 | 0.01% | 5q | +11.1%+$113.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 21,416 | 0.00% | 15q | +89.2%+$526.9K |
| CITADEL ADVISORS LLC | $1.1M | 21,094 | 0.00% | 2q | -4.3%-$49.0K |
| SILVER OAK SECURITIES, INCORPORATED | $1.0M | 20,121 | 0.06% | 6q | +8.9%+$86.0K |
| Bill Few Associates, Inc. | $879.3K | 16,851 | 0.19% | 17q | -0.7%-$6.4K |
| GOLDMAN SACHS GROUP INC | $848.5K | 16,261 | 0.00% | 14q | HELD |
| Independence Asset Advisors, LLC | $762.1K | 14,605 | 0.20% | 6q | +0.5%+$4.1K |
| Wealthcare Advisory Partners LLC | $722.5K | 13,847 | 0.01% | 9q | +2.9%+$20.2K |
| Plus Group Wealth Advisors LLC | $633.3K | 12,137 | 0.60% | 3q | +3.0%+$18.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $632.0K | 12,111 | 0.00% | 11q | +4.1%+$24.7K |
| OSAIC HOLDINGS, INC. | $616.9K | 11,822 | 0.00% | 17q | +2.8%+$17.0K |
| BANK OF MONTREAL /CAN/ | $539.8K | 10,346 | 0.00% | 9q | +93.7%+$261.1K |
| Milestone Asset Management Group, LLC | $490.3K | 9,397 | 0.25% | 7q | HELD |
| Certified Advisory Corp | $484.8K | 9,292 | 0.04% | 11q | +0.6%+$2.8K |
| MML INVESTORS SERVICES, LLC | $466.3K | 8,936 | 0.00% | 9q | -8.0%-$40.5K |
| Whipplewood Advisors, LLC | $462.8K | 8,870 | 0.31% | 7q | -16.0%-$88.4K |
| MORGAN STANLEY | $340.8K | 6,531 | 0.00% | 17q | HELD |
| Swisher Financial Concepts, Inc. | $335.5K | 6,429 | 0.21% | 8q | -22.4%-$97.0K |
| Stratos Wealth Partners, LTD. | $301.6K | 5,780 | 0.00% | 3q | -0.6%-$1.9K |
| AXXCESS WEALTH MANAGEMENT, LLC | $237.4K | 4,550 | 0.00% | 3q | +2.5%+$5.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $235.3K | 4,510 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $232.4K | 4,453 | 0.00% | 4q | HELD |
| Focus Financial Network, Inc. | $224.7K | 4,307 | 0.01% | new | NEW |
| MOR Wealth Management, LLC | $208.2K | 3,990 | 0.08% | new | NEW |
| PNC Financial Services Group, Inc. | $95.2K | 1,824 | 0.00% | 9q | HELD |
| ASSETMARK, INC | $93.3K | 1,788 | 0.00% | 17q | -1.3%-$1.2K |
| HUNTINGTON NATIONAL BANK | $72.9K | 1,398 | 0.00% | new | NEW |
| AE Wealth Management LLC | $51.9K | 995 | 0.00% | 3q | +96.3%+$25.5K |
| Center for Financial Planning, Inc. | $51.2K | 981 | 0.00% | 17q | HELD |
| Geneos Wealth Management Inc. | $45.6K | 874 | 0.00% | 7q | HELD |
| Global Retirement Partners, LLC | $35.1K | 673 | 0.00% | 9q | +13.5%+$4.2K |
| MCDONALD PARTNERS LLC | $34.8K | 666 | 0.01% | new | NEW |
| AdvisorNet Financial, Inc | $33.5K | 642 | 0.00% | 5q | +14.4%+$4.2K |
| Spire Wealth Management | $31.3K | 600 | 0.00% | 4q | HELD |
| FMR LLC | $23.9K | 457 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $22.7K | 426 | 0.00% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $19.4K | 371 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $17.5K | 336 | 0.00% | 4q | +25.4%+$3.5K |
| Integrated Wealth Concepts LLC | $11.7K | 224 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $8.0K | 154 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $8.0K | 150 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $3.9K | 75 | 0.00% | 2q | -43.2%-$3.0K |
| Vision Retirement, LLC | $3.5K | 66 | 0.00% | 3q | -23.3%-$1.0K |
| Allworth Financial LP | $1.8K | 34 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 24,484 | 0.00% | 10q | -3.0% |
| Steward Partners Investment Advisory, LLC | $678 | 13 | 0.00% | 6q | HELD |
| Capital Analysts, LLC | $512 | 9,823 | 0.01% | 3q | +65.2% |
| ROYAL BANK OF CANADA | $0 | 1 | 0.00% | new | NEW |
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 | 63 | $396.1M | 7,443,573 | 11 | 21 | 16 | 0.0% |
| Q1 2026 | 59 | $370.6M | 7,772,788 | 3 | 27 | 9 | 0.0% |
| Q4 2025 | 65 | $338.9M | 7,256,240 | 11 | 23 | 10 | 0.0% |
| Q3 2025 | 51 | $683.5M | 14,261,300 | 5 | 24 | 10 | 0.0% |
| Q2 2025 | 51 | $379.8M | 7,971,609 | 9 | 24 | 6 | 0.0% |
| Q1 2025 | 45 | $347.0M | 7,194,135 | 11 | 19 | 6 | 0.0% |
| Q4 2024 | 44 | $321.7M | 6,804,657 | 7 | 17 | 8 | 0.0% |
| Q3 2024 | 41 | $599.6M | 11,770,784 | 10 | 13 | 7 | 0.0% |
| Q2 2024 | 34 | $568.0M | 12,879,026 | 6 | 14 | 4 | 0.0% |
| Q1 2024 | 25 | $545.5M | 12,439,535 | 4 | 8 | 4 | 0.0% |
| Q4 2023 | 26 | $567.2M | 12,601,947 | 4 | 7 | 8 | 0.0% |
| Q3 2023 | 25 | $268.8M | 6,900,153 | 3 | 7 | 8 | 0.0% |
| Q2 2023 | 24 | $346.4M | 8,175,503 | 3 | 5 | 9 | 0.0% |
| Q1 2023 | 23 | $452.0M | 10,695,376 | 6 | 4 | 5 | 0.0% |
| Q4 2022 | 21 | $4.5M | 109,294 | 6 | 5 | 6 | 0.0% |
| Q3 2022 | 23 | $674.9M | 15,750,053 | 3 | 2 | 9 | 0.0% |
| Q2 2022 | 25 | $777.4M | 16,045,181 | 24 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $11.0K | 221 | 1 | 0 | 0 | 0.0% |