J P MORGAN EXCHANGE TRADED F (JPST)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,157
Reporting holders
$25.2B
Reported value
0.0%
Held as options
-6
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 | $5.0B | 98,255,683 | 0.28% | 31q | -2.0%-$103.2M |
| MORGAN STANLEY | $3.2B | 63,410,002 | 0.17% | 34q | +3.7%+$114.8M |
| LPL Financial LLC | $1.0B | 19,992,863 | 0.23% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $916.8M | 18,129,440 | 0.06% | 31q | +11.9%+$97.6M |
| FMR LLC | $646.9M | 12,793,148 | 0.03% | 31q | +49.3%+$213.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $607.1M | 12,005,579 | 0.08% | 16q | +3.2%+$18.9M |
| Sixth Street Partners Management Company, L.P. | $607.1M | 12,005,579 | 0.08% | new | NEW |
| WELLS FARGO & COMPANY/MN | $598.5M | 11,835,783 | 0.10% | 31q | -50.3%-$605.2M |
| HB Wealth Management, LLC | $506.5M | 10,065,428 | 2.84% | 19q | +5.4%+$25.9M |
| UBS Group AG | $499.7M | 9,881,452 | 0.06% | 31q | -8.6%-$47.0M |
| RAYMOND JAMES FINANCIAL INC | $309.0M | 6,111,281 | 0.08% | 7q | -8.4%-$28.3M |
| Temasek Holdings (Private) Ltd | $299.3M | 5,919,494 | 0.80% | 4q | HELD |
| Cerity Partners LLC | $275.5M | 5,448,316 | 0.33% | 17q | +5.0%+$13.2M |
| ROYAL BANK OF CANADA | $267.6M | 5,291,854 | 0.04% | 31q | -1.5%-$4.1M |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $244.3M | 4,831,585 | 14.20% | 11q | +1.5%+$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $216.9M | 4,289,310 | 0.05% | 31q | -22.7%-$63.8M |
| Cetera Investment Advisers | $206.9M | 4,090,820 | 0.19% | 28q | +21.1%+$36.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.7M | 3,883,899 | 0.33% | 22q | +6.6%+$12.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $184.5M | 3,647,775 | 0.10% | 31q | +7.2%+$12.4M |
| AMERIPRISE FINANCIAL INC | $143.6M | 2,839,964 | 0.03% | 13q | -47.4%-$129.5M |
| OSAIC HOLDINGS, INC. | $137.3M | 2,714,023 | 0.16% | 26q | +12.3%+$15.1M |
| Kensington Asset Management, LLC | $136.6M | 2,701,053 | 7.45% | 5q | +35.4%+$35.7M |
| JONES FINANCIAL COMPANIES LLLP | $134.9M | 2,667,552 | 0.05% | 11q | +21.4%+$23.8M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $124.2M | 2,455,093 | 3.98% | 8q | -12.7%-$18.0M |
| Waverly Advisors, LLC | $119.4M | 2,360,792 | 0.69% | 10q | +34.4%+$30.5M |
| Cornerstone Management, Inc. | $113.7M | 2,248,144 | 16.36% | 32q | +9.4%+$9.8M |
| FIFTH THIRD BANCORP | $109.8M | 2,170,646 | 0.18% | 31q | +0.6%+$626.4K |
| STIFEL FINANCIAL CORP | $108.4M | 2,142,892 | 0.09% | 31q | +16.6%+$15.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $105.2M | 2,080,200 | 0.13% | 31q | +14.7%+$13.5M |
| Bridgewater Advisors Inc. | $103.7M | 2,057,137 | 5.65% | 22q | +7.2%+$6.9M |
| HighTower Advisors, LLC | $100.6M | 1,988,463 | 0.10% | 31q | +50.0%+$33.5M |
| QUADRANT CAPITAL GROUP LLC | $99.8M | 1,973,968 | 2.74% | 31q | -7.5%-$8.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | $97.2M | 1,922,804 | 1.55% | 19q | -17.1%-$20.1M |
| GREENWOOD GEARHART LLC | $92.4M | 1,827,293 | 4.30% | 29q | +5.0%+$4.4M |
| Focus Partners Wealth | $91.2M | 1,804,211 | 0.09% | 9q | +0.7%+$620.0K |
| ASSETMARK, INC | $90.0M | 1,778,961 | 0.15% | 31q | +9.0%+$7.5M |
| Ancora Advisors LLC | $89.8M | 1,774,918 | 1.73% | 31q | -0.9%-$802.3K |
| RiverFront Investment Group, LLC | $79.9M | 1,580,803 | 1.06% | 13q | -42.4%-$58.8M |
| Integrated Wealth Concepts LLC | $73.3M | 1,449,390 | 0.36% | 31q | +28.2%+$16.1M |
| CITIGROUP INC | $67.6M | 1,335,879 | 0.02% | 31q | +950.8%+$61.1M |
| Rock Creek Group LLC | $65.9M | 1,303,970 | 6.64% | 15q | +2.1%+$1.4M |
| TRUSTMARK BANK TRUST DEPARTMENT | $65.8M | 1,300,703 | 3.92% | 29q | -7.4%-$5.3M |
| SIGNATUREFD, LLC | $65.5M | 1,294,929 | 0.87% | 31q | -5.9%-$4.1M |
| Bramshill Investments, LLC | $64.9M | 1,282,964 | 4.96% | 15q | HELD |
| N.E.W. Advisory Services LLC | $64.3M | 1,272,405 | 4.30% | 26q | +9.7%+$5.7M |
| NewEdge Advisors, LLC | $63.7M | 1,260,051 | 0.19% | 31q | +165.7%+$39.7M |
| Crane Advisory, LLC | $60.5M | 1,198,932 | 8.69% | 7q | HELD |
| Capital Asset Advisory Services LLC | $60.0M | 1,185,486 | 2.17% | 14q | +3.6%+$2.1M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $59.7M | 1,181,875 | 0.33% | 31q | -5.4%-$3.4M |
| SEI INVESTMENTS CO | $59.4M | 1,174,372 | 0.05% | 21q | +1.4%+$827.8K |
| MML INVESTORS SERVICES, LLC | $56.9M | 1,125,142 | 0.12% | 31q | +21.7%+$10.2M |
| CAPTRUST FINANCIAL ADVISORS | $55.8M | 1,104,176 | 0.09% | 25q | +3.8%+$2.0M |
| Naviter Wealth, LLC | $55.6M | 1,099,150 | 5.04% | 19q | +42.0%+$16.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $54.4M | 1,075,460 | 0.12% | 7q | +106.4%+$28.0M |
| WNY Asset Management, LLC | $53.6M | 1,060,184 | 4.79% | 22q | +935.3%+$48.4M |
| Gotham Asset Management, LLC | $52.9M | 1,046,242 | 0.12% | 14q | +10.9%+$5.2M |
| NorthCoast Asset Management LLC | $50.7M | 1,002,831 | 1.12% | 9q | +341.8%+$39.2M |
| Phoenix Wealth Advisors | $50.3M | 994,969 | 16.97% | 13q | +53.8%+$17.6M |
| Private Advisor Group, LLC | $49.9M | 986,804 | 0.23% | 31q | -23.1%-$15.0M |
| Round Rock Advisors LLC | $48.2M | 953,692 | 6.21% | 19q | +5.3%+$2.4M |
| PFG Investments, LLC | $46.1M | 912,435 | 1.79% | 14q | -0.9%-$399.4K |
| Corient Private Wealth LP | $46.1M | 911,868 | 0.03% | 15q | +96.9%+$22.7M |
| AE Wealth Management LLC | $45.8M | 905,774 | 0.21% | 31q | +23.7%+$8.8M |
| MEMBERS CAPITAL ADVISORS INC | $45.5M | 900,000 | 39.09% | 7q | +81.8%+$20.5M |
| AlphaCore Capital LLC | $44.8M | 885,033 | 0.82% | 6q | +2.8%+$1.2M |
| Peterson Wealth Advisors, LLC | $43.8M | 866,882 | 5.18% | 30q | +3.8%+$1.6M |
| FLAGSHIP HARBOR ADVISORS, LLC | $42.8M | 846,270 | 1.64% | 31q | +32.1%+$10.4M |
| CITIZENS FINANCIAL GROUP INC/RI | $42.4M | 838,201 | 0.51% | 30q | -9.2%-$4.3M |
| STEPHENS INC /AR/ | $41.8M | 826,961 | 0.47% | 31q | HELD |
| AdvisorNet Financial, Inc | $41.5M | 821,078 | 1.90% | 31q | +2.4%+$966.5K |
| Alpha Omega Wealth Management LLC | $40.3M | 797,365 | 6.14% | 31q | -2.1%-$850.8K |
| MAI Capital Management | $40.2M | 794,088 | 0.15% | 7q | +0.7%+$277.4K |
| Beacon Bank & Trust | $38.5M | 761,896 | 3.70% | 24q | +96.5%+$18.9M |
| Great Point Wealth Advisors, LLC | $37.6M | 744,455 | 6.08% | 14q | +3.0%+$1.1M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $36.5M | 722,623 | 1.93% | 31q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $36.4M | 718,740 | 6.26% | 5q | HELD |
| Cobblestone Asset Management LLC | $36.3M | 716,865 | 15.12% | 12q | +31.2%+$8.6M |
| FRANKLIN RESOURCES INC | $36.1M | 714,153 | 0.01% | 25q | +2.7%+$963.8K |
| Mariner, LLC | $35.7M | 706,267 | 0.04% | 26q | +2.7%+$922.0K |
| Rockefeller Capital Management L.P. | $35.2M | 695,481 | 0.05% | 26q | -7.0%-$2.7M |
| Dakota Wealth Management | $34.7M | 686,045 | 0.66% | 25q | -2.6%-$928.2K |
| Lido Advisors, LLC | $34.7M | 685,795 | 0.09% | 31q | -57.4%-$46.7M |
| Rosenberg Matthew Hamilton | $34.5M | 681,739 | 6.42% | 26q | -5.0%-$1.8M |
| Kestra Advisory Services, LLC | $34.3M | 678,604 | 0.11% | 24q | -5.8%-$2.1M |
| Roof Eidam Maycock Peralta, LLC | $33.9M | 670,922 | 6.68% | 31q | +16.5%+$4.8M |
| MCMORGAN & CO LLC | $33.8M | 668,362 | 5.09% | 21q | +49.1%+$11.1M |
| Valmark Advisers, Inc. | $33.6M | 663,670 | 0.36% | 25q | -26.9%-$12.3M |
| Roberts Wealth Advisors, LLC | $33.3M | 658,706 | 7.57% | 20q | +3.3%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $33.2M | 655,942 | 0.02% | 22q | +101.8%+$16.7M |
| Dynamic Advisor Solutions LLC | $33.1M | 654,851 | 0.94% | 31q | +8.6%+$2.6M |
| HIGHLINE WEALTH PARTNERS LLC | $32.9M | 651,468 | 6.68% | 16q | -17.3%-$6.9M |
| Gerber Kawasaki Wealth & Investment Management | $32.5M | 643,064 | 0.87% | 27q | +5.9%+$1.8M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $32.4M | 640,700 | 1.20% | 31q | +3.7%+$1.2M |
| &PARTNERS | $31.5M | 623,361 | 0.13% | 9q | +31.8%+$7.6M |
| LexAurum Advisors, LLC | $31.4M | 619,993 | 3.62% | 30q | +11.2%+$3.2M |
| StrongBox Wealth, LLC | $31.3M | 618,387 | 8.91% | 26q | +1.5%+$477.0K |
| Requisite Capital Management, LLC | $31.0M | 612,480 | 5.12% | 25q | +29.4%+$7.0M |
| MONTAG A & ASSOCIATES INC | $30.8M | 610,033 | 1.30% | 23q | +159.4%+$19.0M |
| NEUBERGER BERMAN GROUP LLC | $29.7M | 587,095 | 0.02% | 8q | +91.9%+$14.2M |
| SkyOak Wealth, LLC | $29.4M | 581,430 | 4.80% | 27q | +5.8%+$1.6M |
Showing the largest 100 of 1,195 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 | 1,157 | $25.2B | 497,363,938 | 73 | 480 | 434 | 0.0% |
| Q1 2026 | 1,163 | $24.7B | 487,264,762 | 89 | 496 | 411 | 0.0% |
| Q4 2025 | 1,157 | $23.4B | 462,849,819 | 71 | 504 | 353 | 0.0% |
| Q3 2025 | 1,077 | $27.2B | 536,565,886 | 77 | 495 | 356 | 0.0% |
| Q2 2025 | 1,061 | $21.4B | 421,825,089 | 82 | 484 | 359 | 0.0% |
| Q1 2025 | 1,047 | $21.7B | 428,378,616 | 85 | 484 | 334 | 0.0% |
| Q4 2024 | 1,018 | $19.9B | 394,190,242 | 83 | 423 | 317 | 0.0% |
| Q3 2024 | 919 | $21.7B | 426,980,398 | 59 | 375 | 345 | 0.0% |
| Q2 2024 | 926 | $19.7B | 391,233,325 | 89 | 351 | 363 | 0.0% |
| Q1 2024 | 885 | $23.4B | 463,552,843 | 60 | 328 | 390 | 0.0% |
| Q4 2023 | 900 | $20.4B | 406,151,139 | 44 | 280 | 420 | 0.0% |
| Q3 2023 | 884 | $15.1B | 301,535,766 | 65 | 312 | 391 | 0.0% |
| Q2 2023 | 866 | $16.1B | 321,050,658 | 75 | 279 | 393 | 0.0% |
| Q1 2023 | 820 | $17.5B | 347,481,848 | 73 | 314 | 324 | 0.0% |
| Q4 2022 | 789 | $15.3B | 305,925,029 | 81 | 284 | 302 | 0.0% |
| Q3 2022 | 854 | $15.9B | 316,016,013 | 83 | 329 | 328 | 0.1% |
| Q2 2022 | 840 | $14.3B | 284,735,890 | 95 | 287 | 357 | 0.0% |
| Q1 2022 | 808 | $13.1B | 260,091,072 | 81 | 278 | 347 | 0.0% |
| Q4 2021 | 783 | $11.9B | 238,177,286 | 56 | 266 | 299 | 0.0% |
| Q3 2021 | 695 | $11.1B | 218,190,939 | 49 | 283 | 266 | 0.0% |
| Q2 2021 | 688 | $10.3B | 203,653,155 | 48 | 291 | 271 | 0.0% |
| Q1 2021 | 682 | $9.5B | 191,096,908 | 61 | 297 | 241 | 0.0% |
| Q4 2020 | 659 | $8.5B | 167,910,148 | 63 | 265 | 199 | 0.0% |
| Q3 2020 | 584 | $8.3B | 162,322,832 | 79 | 297 | 152 | 0.0% |
| Q2 2020 | 537 | $7.7B | 151,012,941 | 92 | 260 | 134 | 0.0% |
| Q1 2020 | 471 | $5.4B | 108,303,585 | 65 | 152 | 216 | 0.0% |
| Q4 2019 | 461 | $5.9B | 118,375,332 | 57 | 191 | 111 | 0.0% |
| Q3 2019 | 375 | $5.0B | 99,299,008 | 35 | 201 | 99 | 0.0% |
| Q2 2019 | 362 | $4.3B | 86,283,525 | 57 | 186 | 82 | 0.0% |
| Q1 2019 | 331 | $4.1B | 81,311,500 | 65 | 156 | 81 | 0.0% |
| Q4 2018 | 291 | $3.3B | 66,762,657 | 10 | 6 | 3 | 0.0% |