J P MORGAN EXCHANGE TRADED F (JPSE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
113
Reporting holders
$475.2M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | $64.7M | 1,075,753 | 4.98% | 9q | +4.6%+$2.9M |
| LPL Financial LLC | $52.1M | 866,298 | 0.01% | 28q | -4.5%-$2.5M |
| RAYMOND JAMES FINANCIAL INC | $28.6M | 475,290 | 0.01% | 7q | -35.6%-$15.8M |
| BANK OF AMERICA CORP /DE/ | $25.0M | 415,702 | 0.00% | 31q | -32.0%-$11.7M |
| Hartford Financial Management Inc. | $19.4M | 322,294 | 4.33% | 26q | -2.1%-$409.8K |
| MORGAN STANLEY | $18.6M | 309,893 | 0.00% | 33q | +13.7%+$2.2M |
| ROYAL BANK OF CANADA | $17.7M | 294,425 | 0.00% | 27q | -1.7%-$307.4K |
| Aprio Wealth Management, LLC | $15.5M | 257,360 | 0.76% | 3q | -18.7%-$3.6M |
| Goldstein Advisors, LLC | $13.9M | 230,728 | 1.27% | 15q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.2M | 219,139 | 0.01% | 13q | +2.6%+$335.6K |
| JPMORGAN CHASE & CO | $11.7M | 194,646 | 0.00% | 16q | +25.2%+$2.3M |
| Gerber Kawasaki Wealth & Investment Management | $11.4M | 189,522 | 0.30% | 15q | HELD |
| TRUIST FINANCIAL CORP | $11.0M | 182,399 | 0.01% | 4q | +35.3%+$2.9M |
| Sprinkle Financial Consultants LLC | $10.8M | 179,745 | 4.24% | 11q | +2.8%+$296.1K |
| Sanctuary Advisors, LLC | $10.7M | 177,474 | 0.05% | 4q | +823.5%+$9.5M |
| Integrated Wealth Concepts LLC | $10.2M | 169,257 | 0.05% | 23q | +213.5%+$6.9M |
| ENVESTNET ASSET MANAGEMENT INC | $10.0M | 165,572 | 0.00% | 16q | +28.7%+$2.2M |
| Keystone Financial Services, LLC | $9.7M | 161,413 | 5.83% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $9.7M | 161,891 | 0.00% | 10q | +19.8%+$1.6M |
| MAGNOLIA CAPITAL ADVISORS LLC | $9.0M | 149,258 | 1.54% | 2q | +6.7%+$561.8K |
| Financial Solutions Advisory Group, Inc. | $8.7M | 145,788 | 1.10% | new | FIRST |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $8.5M | 141,751 | 0.11% | 13q | +1.0%+$86.9K |
| Ipsen Advisor Group LLC | $7.0M | 116,107 | 4.49% | 8q | HELD |
| DAVENPORT & Co LLC | $5.7M | 94,588 | 0.03% | 17q | -12.2%-$792.0K |
| Capital Advisors Wealth Management, LLC | $5.5M | 91,151 | 0.64% | 16q | HELD |
| Kingsview Wealth Management, LLC | $4.5M | 73,986 | 0.05% | 14q | +1.6%+$69.1K |
| First Pacific Financial | $4.3M | 70,723 | 0.51% | 24q | -1.7%-$73.4K |
| Family Capital Management, Inc. | $3.9M | 65,362 | 1.52% | 15q | -0.9%-$37.6K |
| QUANTUM FINANCIAL PARTNERS LLC | $3.4M | 56,119 | 1.73% | new | FIRST |
| Cetera Investment Advisers | $3.2M | 53,531 | 0.00% | 10q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 44,845 | 0.00% | 27q | +230.9%+$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 43,455 | 0.00% | 31q | +3.2%+$82.2K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.5M | 41,525 | 2.00% | 7q | +1.2%+$29.7K |
| LexAurum Advisors, LLC | $2.1M | 35,118 | 0.24% | 26q | -7.1%-$160.3K |
| Vantus Wealth LLC | $2.1M | 34,408 | 1.11% | 2q | +27.7%+$449.6K |
| Advyzon Investment Management, LLC | $2.0M | 33,839 | 0.15% | 3q | +3.4%+$67.1K |
| J.W. COLE ADVISORS, INC. | $1.9M | 31,825 | 0.03% | 5q | HELD |
| Fifth Third Securities, Inc. | $1.8M | 30,136 | 0.10% | 11q | -10.9%-$221.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 28,570 | 0.00% | 13q | +99.5%+$857.5K |
| KWB Wealth | $1.7M | 27,808 | 0.14% | 11q | +1.8%+$28.8K |
| Cornerstone Wealth Management, LLC | $1.6M | 25,823 | 0.07% | 12q | -4.1%-$66.1K |
| Financial Engines Advisors L.L.C. | $1.4M | 23,531 | 0.00% | 5q | +1.4%+$19.3K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $1.1M | 18,980 | 0.18% | 13q | -9.2%-$115.9K |
| GTS SECURITIES LLC | $1.1M | 18,972 | 0.02% | 9q | HELD |
| Gallacher Capital Management LLC | $905.3K | 15,047 | 0.51% | 15q | +11.8%+$95.7K |
| Cordgrass Capital Advisors, LLC | $810.9K | 13,478 | 0.30% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $802.4K | 13,336 | 0.02% | 6q | +3.2%+$24.5K |
| OSAIC HOLDINGS, INC. | $798.5K | 13,267 | 0.00% | 26q | +44.4%+$245.6K |
| McLaughlin Asset Management, Inc. | $713.7K | 11,863 | 0.49% | 3q | HELD |
| TWO SIGMA INVESTMENTS, LP | $679.9K | 11,300 | 0.00% | 2q | -69.0%-$1.5M |
| MML INVESTORS SERVICES, LLC | $671.2K | 11,157 | 0.00% | 16q | +22.9%+$125.3K |
| NOTTINGHAM ADVISORS, INC. | $655.2K | 11,034 | 0.08% | 8q | HELD |
| Modern Wealth Management, LLC | $639.8K | 10,634 | 0.01% | 2q | -48.8%-$609.5K |
| Western Wealth Management, LLC | $635.0K | 10,554 | 0.02% | 4q | -3.9%-$25.9K |
| Go Invest LLC | $629.4K | 10,462 | 0.15% | 3q | -4.5%-$29.8K |
| NewEdge Advisors, LLC | $629.0K | 10,454 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $627.8K | 10,434 | 0.00% | new | NEW |
| MONEY CONCEPTS CAPITAL CORP | $582.5K | 9,681 | 0.03% | 2q | +127.3%+$326.2K |
| COMPASS CAPITAL MANAGEMENT, INC | $555.0K | 9,225 | 0.03% | 4q | -24.2%-$177.2K |
| KPP Advisory Services LLC | $537.0K | 8,926 | 0.07% | 10q | HELD |
| HighTower Advisors, LLC | $515.8K | 8,573 | 0.00% | 17q | -6.0%-$33.1K |
| STIFEL FINANCIAL CORP | $514.2K | 8,546 | 0.00% | 12q | HELD |
| Miller Global Investments, LLC | $503.3K | 8,365 | 0.42% | 3q | -3.4%-$17.4K |
| PINNACLE ASSOCIATES LTD | $479.8K | 7,975 | 0.01% | 26q | -11.0%-$59.6K |
| Pinnacle Wealth Management Advisory Group, LLC | $479.8K | 7,975 | 0.03% | 26q | -11.0%-$59.6K |
| Focus Partners Wealth | $447.6K | 7,440 | 0.00% | 8q | -7.4%-$35.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $444.7K | 7,391 | 0.03% | 3q | -1.1%-$4.8K |
| Summit Financial, LLC | $442.8K | 7,359 | 0.00% | 2q | -1.5%-$6.6K |
| Aviance Capital Partners, LLC | $428.0K | 7,113 | 0.04% | 6q | HELD |
| LWM Advisory Services, LLC | $426.7K | 7,091 | 0.76% | 17q | -31.1%-$192.8K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $384.7K | 6,393 | 0.00% | 10q | HELD |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $361.8K | 6,056 | 0.22% | 26q | -3.7%-$13.8K |
| Redwood Financial Network Corp | $349.9K | 5,816 | 0.19% | 15q | -7.7%-$29.2K |
| STEPHENS INC /AR/ | $340.2K | 5,654 | 0.00% | 16q | HELD |
| Intrua Financial, LLC | $330.8K | 5,498 | 0.03% | 13q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $316.7K | 5,318 | 0.00% | 6q | HELD |
| Trademark Financial Management, LLC | $304.4K | 5,060 | 0.12% | 2q | +31.3%+$72.6K |
| WealthPlan Investment Management, LLC | $289.2K | 4,807 | 0.01% | 2q | -3.5%-$10.6K |
| Creative Planning | $270.6K | 4,498 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $267.9K | 4,452 | 0.00% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $263.7K | 4,383 | 0.00% | 31q | -72.7%-$701.9K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $250.3K | 4,159 | 0.01% | 11q | -3.3%-$8.7K |
| Kestra Advisory Services, LLC | $222.9K | 3,705 | 0.00% | 15q | -9.4%-$23.0K |
| DAYMARK WEALTH PARTNERS, LLC | $212.4K | 3,530 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $206.5K | 3,432 | 0.00% | new | NEW |
| Centerpoint Advisory Group | $203.6K | 3,384 | 0.13% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $202.7K | 3,370 | 0.00% | new | NEW |
| Medallion Wealth Advisors, LLC | $149.2K | 3,048 | 0.05% | 7q | +101500.0%+$149.0K |
| FMR LLC | $127.6K | 2,120 | 0.00% | 23q | +6.4%+$7.6K |
| Founders Financial Alliance, LLC | $96.3K | 1,600 | 0.01% | new | NEW |
| ALBION FINANCIAL GROUP /UT | $94.6K | 1,573 | 0.01% | 9q | HELD |
| Horizon Investments, LLC | $76.5K | 1,272 | 0.00% | 4q | -50.0%-$76.5K |
| Private Wealth Management Group, LLC | $75.4K | 1,253 | 0.02% | 3q | HELD |
| N.E.W. Advisory Services LLC | $70.4K | 1,170 | 0.00% | 12q | HELD |
| PRIVATE TRUST CO NA | $50.4K | 837 | 0.00% | 17q | -28.6%-$20.2K |
| AE Wealth Management LLC | $47.8K | 795 | 0.00% | 7q | +102.3%+$24.2K |
| Lodestone Wealth Management LLC | $39.8K | 661 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $37.3K | 620 | 0.00% | 11q | +5.4%+$1.9K |
| Aptus Capital Advisors, LLC | $24.5K | 407 | 0.00% | 12q | HELD |
| IFP Advisors, Inc | $22.2K | 369 | 0.00% | 21q | -11.7%-$2.9K |
Showing the largest 100 of 117 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 | 113 | $475.2M | 7,901,161 | 10 | 33 | 38 | 0.0% |
| Q1 2026 | 108 | $406.8M | 7,765,390 | 11 | 30 | 39 | 0.0% |
| Q4 2025 | 105 | $385.3M | 7,693,891 | 10 | 33 | 35 | 0.0% |
| Q3 2025 | 95 | $359.7M | 7,331,268 | 11 | 27 | 32 | 0.0% |
| Q2 2025 | 94 | $351.2M | 7,721,074 | 5 | 31 | 37 | 0.0% |
| Q1 2025 | 95 | $354.0M | 8,120,257 | 6 | 36 | 30 | 0.0% |
| Q4 2024 | 95 | $315.0M | 6,728,821 | 8 | 32 | 27 | 0.0% |
| Q3 2024 | 91 | $367.2M | 7,648,627 | 7 | 29 | 26 | 0.0% |
| Q2 2024 | 88 | $320.8M | 7,220,131 | 9 | 31 | 25 | 0.0% |
| Q1 2024 | 84 | $307.8M | 6,873,818 | 12 | 32 | 25 | 0.0% |
| Q4 2023 | 79 | $336.6M | 7,581,484 | 10 | 30 | 25 | 0.0% |
| Q3 2023 | 73 | $290.5M | 7,394,512 | 13 | 32 | 13 | 0.0% |
| Q2 2023 | 68 | $291.6M | 7,118,355 | 12 | 30 | 17 | 0.0% |
| Q1 2023 | 63 | $253.4M | 6,359,116 | 7 | 34 | 11 | 0.0% |
| Q4 2022 | 54 | $208.1M | 5,369,467 | 12 | 16 | 12 | 0.0% |
| Q3 2022 | 56 | $180.6M | 5,103,387 | 14 | 23 | 10 | 0.0% |
| Q2 2022 | 44 | $141.5M | 3,782,332 | 9 | 16 | 12 | 0.0% |
| Q1 2022 | 39 | $157.1M | 3,588,150 | 7 | 14 | 10 | 0.0% |
| Q4 2021 | 39 | $139.9M | 3,042,928 | 4 | 15 | 11 | 0.0% |
| Q3 2021 | 40 | $130.4M | 3,016,078 | 0 | 10 | 19 | 0.0% |
| Q2 2021 | 42 | $139.6M | 3,144,805 | 3 | 17 | 13 | 0.0% |
| Q1 2021 | 44 | $134.5M | 3,179,933 | 6 | 11 | 16 | 0.0% |
| Q4 2020 | 40 | $110.0M | 3,055,095 | 4 | 14 | 15 | 0.0% |
| Q3 2020 | 41 | $94.4M | 3,317,993 | 5 | 13 | 17 | 0.0% |
| Q2 2020 | 35 | $89.9M | 3,310,642 | 3 | 11 | 19 | 0.0% |
| Q1 2020 | 38 | $81.8M | 3,778,319 | 6 | 12 | 16 | 0.0% |
| Q4 2019 | 40 | $125.9M | 3,866,548 | 7 | 17 | 11 | 0.0% |
| Q3 2019 | 36 | $100.2M | 3,312,614 | 9 | 16 | 9 | 0.0% |
| Q2 2019 | 31 | $127.9M | 4,211,195 | 1 | 15 | 11 | 0.0% |
| Q1 2019 | 34 | $135.9M | 4,487,688 | 7 | 13 | 10 | 0.0% |
| Q4 2018 | 32 | $77.7M | 2,897,277 | 0 | 2 | 0 | 0.0% |