J P MORGAN EXCHANGE TRADED F (JPUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
102
Reporting holders
$310.0M
Reported value
0.0%
Held as options
+13
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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | $33.5M | 238,963 | 0.36% | 29q | -3.2%-$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $32.9M | 234,669 | 0.05% | 16q | +2.9%+$919.8K |
| ST GERMAIN D J CO INC | $31.8M | 226,862 | 1.14% | 30q | -4.6%-$1.5M |
| Sanctuary Advisors, LLC | $24.0M | 171,147 | 0.11% | new | NEW |
| UBS Group AG | $18.8M | 133,858 | 0.00% | 31q | +1.6%+$288.0K |
| HighPoint Advisor Group LLC | $14.0M | 99,853 | 0.49% | 3q | -15.8%-$2.6M |
| Sterneck Capital Management, LLC | $12.9M | 91,995 | 5.53% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.8M | 76,910 | 0.02% | 12q | HELD |
| LPL Financial LLC | $10.3M | 73,334 | 0.00% | 31q | -0.7%-$76.3K |
| JONES FINANCIAL COMPANIES LLLP | $9.0M | 64,225 | 0.00% | 10q | +23.9%+$1.7M |
| AMERIPRISE FINANCIAL INC | $8.9M | 63,644 | 0.00% | 13q | +787.1%+$7.9M |
| Kingsview Wealth Management, LLC | $8.9M | 63,386 | 0.11% | new | NEW |
| MORGAN STANLEY | $7.4M | 52,987 | 0.00% | 35q | +1.0%+$74.6K |
| RAYMOND JAMES FINANCIAL INC | $6.9M | 49,071 | 0.00% | 7q | +8.3%+$528.2K |
| JPMORGAN CHASE & CO | $6.2M | 43,799 | 0.00% | 31q | +7.4%+$426.8K |
| Beacon Pointe Advisors, LLC | $5.6M | 39,826 | 0.03% | new | NEW |
| Apollon Wealth Management, LLC | $5.2M | 36,807 | 0.06% | 15q | -5.2%-$282.3K |
| BANK OF AMERICA CORP /DE/ | $5.0M | 35,537 | 0.00% | 31q | -84.6%-$27.3M |
| OSAIC HOLDINGS, INC. | $3.9M | 27,944 | 0.00% | 26q | -13.6%-$616.4K |
| Vise Technologies, Inc. | $3.7M | 26,562 | 0.04% | 6q | +13.0%+$428.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 23,557 | 0.00% | 31q | +1.2%+$39.7K |
| WELLS FARGO & COMPANY/MN | $3.1M | 22,289 | 0.00% | 31q | -50.2%-$3.1M |
| HHM Wealth Advisors, LLC | $2.9M | 20,536 | 0.29% | 31q | -5.8%-$177.4K |
| CITADEL ADVISORS LLC | $2.4M | 16,797 | 0.00% | new | NEW |
| MN Wealth Advisors, LLC | $2.2M | 15,529 | 0.93% | 11q | HELD |
| RHS Financial, LLC | $1.9M | 13,492 | 0.76% | 15q | +28.3%+$417.9K |
| Schiavi & Co LLC | $1.9M | 26,164 | 0.50% | 11q | -0.9%-$17.6K |
| Private Advisor Group, LLC | $1.9M | 13,222 | 0.01% | 14q | +7.9%+$136.0K |
| Farther Finance Advisors, LLC | $1.6M | 11,280 | 0.01% | 12q | -1.5%-$24.0K |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 11,193 | 0.00% | 10q | HELD |
| NewEdge Advisors, LLC | $1.5M | 10,949 | 0.00% | 10q | +17.0%+$223.4K |
| Wealth Enhancement Trust Services, Inc. | $1.5M | 11,648 | 0.09% | 3q | +98.3%+$759.6K |
| LexAurum Advisors, LLC | $1.2M | 8,711 | 0.14% | 30q | -2.0%-$25.5K |
| PLANNING ALTERNATIVES LTD /ADV | $1.1M | 7,922 | 0.12% | 31q | -7.1%-$84.3K |
| Stratos Wealth Partners, LTD. | $978.1K | 6,975 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $955.8K | 6,816 | 0.00% | 2q | +81.4%+$429.0K |
| Avant Capital LLC | $952.7K | 6,794 | 0.60% | 15q | +3.3%+$30.3K |
| Elevation Wealth Management LLC | $935.3K | 6,670 | 0.70% | 3q | HELD |
| Patten Group, Inc. | $832.4K | 5,936 | 0.13% | 16q | -18.2%-$185.1K |
| Cetera Investment Advisers | $788.7K | 5,624 | 0.00% | 10q | +58.3%+$290.6K |
| KELLY FINANCIAL GROUP LLC | $657.4K | 4,688 | 0.15% | 7q | HELD |
| CITIGROUP INC | $639.3K | 4,559 | 0.00% | 31q | +1.9%+$12.1K |
| Allegheny Financial Group | $637.7K | 4,547 | 0.07% | 3q | +23.7%+$122.3K |
| BASSO CAPITAL MANAGEMENT, L.P. | $635.0K | 4,528 | 0.14% | new | NEW |
| Clear Point Advisors Inc. | $632.1K | 4,507 | 0.56% | new | NEW |
| Empire Financial Management Company, LLC | $616.7K | 4,398 | 0.24% | 14q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $592.4K | 4,224 | 0.27% | 27q | HELD |
| Targeted Financial Services LLC | $590.5K | 4,211 | 0.44% | 3q | -1.4%-$8.1K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $546.5K | 3,897 | 0.02% | 31q | HELD |
| FMR LLC | $494.6K | 3,527 | 0.00% | 23q | -1.8%-$9.0K |
| HighTower Advisors, LLC | $481.5K | 3,434 | 0.00% | 10q | +0.8%+$3.8K |
| Quantinno Capital Management LP | $458.4K | 3,269 | 0.00% | 6q | +32.0%+$111.2K |
| ALBION FINANCIAL GROUP /UT | $448.7K | 3,200 | 0.03% | 9q | HELD |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $436.1K | 3,109 | 0.15% | 7q | -1.3%-$5.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $427.4K | 3,048 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $398.8K | 2,844 | 0.01% | 2q | -50.0%-$398.8K |
| RFG Advisory, LLC | $395.9K | 2,823 | 0.01% | new | NEW |
| Kathmere Capital Management, LLC | $392.2K | 2,797 | 0.02% | 26q | HELD |
| CreativeOne Wealth, LLC | $378.0K | 2,696 | 0.01% | 31q | -6.9%-$28.0K |
| Etesian Wealth Advisors, Inc. | $372.9K | 2,659 | 0.11% | 15q | -5.3%-$21.0K |
| Intrua Financial, LLC | $368.8K | 2,630 | 0.03% | 14q | HELD |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $344.7K | 2,466 | 0.21% | 31q | -9.9%-$38.0K |
| Focus Financial Network, Inc. | $328.9K | 2,345 | 0.01% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $316.5K | 2,257 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $308.5K | 2,200 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $306.3K | 2,184 | 0.00% | 24q | HELD |
| MGO ONE SEVEN LLC | $281.9K | 2,010 | 0.00% | 5q | HELD |
| TRUIST FINANCIAL CORP | $280.5K | 2,000 | 0.00% | 12q | HELD |
| Integrated Wealth Concepts LLC | $245.8K | 1,753 | 0.00% | new | NEW |
| Summit Financial, LLC | $243.3K | 1,735 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $236.6K | 1,687 | 0.00% | 4q | HELD |
| Medallion Wealth Advisors, LLC | $235.4K | 2,537 | 0.07% | 6q | +130.6%+$133.3K |
| Aptus Capital Advisors, LLC | $228.7K | 1,631 | 0.00% | 14q | HELD |
| Midwest Trust Co | $228.6K | 1,630 | 0.00% | 2q | -20.4%-$58.5K |
| GTS SECURITIES LLC | $228.4K | 1,629 | 0.00% | 4q | HELD |
| Birchwood Financial Partners, Inc. | $216.4K | 1,543 | 0.18% | 3q | HELD |
| Apella Capital, LLC | $213.5K | 1,517 | 0.00% | 2q | HELD |
| CLG LLC | $210.7K | 1,503 | 0.05% | new | NEW |
| GuidedMoney, LLC | $210.3K | 1,500 | 0.10% | new | NEW |
| Continuum Advisory, LLC | $192.5K | 1,373 | 0.02% | new | NEW |
| IFG Advisory, LLC | $155.4K | 1,108 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $154.0K | 1,100 | 0.00% | 26q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $146.1K | 1,042 | 0.00% | 15q | -25.8%-$50.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.9K | 948 | 0.00% | 31q | HELD |
| BlackRock, Inc. | $123.4K | 880 | 0.00% | new | NEW |
| Ancora Advisors LLC | $99.8K | 712 | 0.00% | 31q | HELD |
| Cassaday & Co Wealth Management LLC | $89.3K | 637 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $87.6K | 625 | 0.01% | 14q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $79.2K | 565 | 0.00% | 2q | -53.2%-$90.2K |
| Horizon Investments, LLC | $70.1K | 500 | 0.00% | 4q | -50.0%-$70.1K |
| Harbor Asset Planning, Inc. | $55.6K | 396 | 0.04% | 3q | +0.5% |
| HUNTINGTON NATIONAL BANK | $52.6K | 375 | 0.00% | 13q | -16.7%-$10.5K |
| Geneos Wealth Management Inc. | $49.1K | 350 | 0.00% | 7q | -14.6%-$8.4K |
| ASSETMARK, INC | $19.6K | 140 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $19.2K | 137 | 0.00% | 17q | HELD |
| FIFTH THIRD BANCORP | $17.0K | 121 | 0.00% | 2q | HELD |
| Wagner Wealth Management, LLC | $13.7K | 98 | 0.00% | 3q | +75.0%+$5.9K |
| Global Retirement Partners, LLC | $10.1K | 72 | 0.00% | 3q | +1.4% |
| Cambridge Investment Research Advisors, Inc. | $6.1K | 43,490 | 0.01% | 31q | +109.6%+$3.2K |
| Nova Wealth Management, Inc. | $4.6K | 33 | 0.00% | 7q | HELD |
Showing the largest 100 of 104 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 | 102 | $310.0M | 2,224,439 | 17 | 24 | 28 | 0.0% |
| Q1 2026 | 89 | $272.7M | 2,108,191 | 13 | 18 | 31 | 0.0% |
| Q4 2025 | 84 | $274.7M | 2,225,656 | 6 | 24 | 26 | 0.0% |
| Q3 2025 | 81 | $253.1M | 2,043,419 | 8 | 21 | 28 | 0.0% |
| Q2 2025 | 80 | $237.5M | 2,007,214 | 5 | 25 | 27 | 0.0% |
| Q1 2025 | 81 | $279.7M | 2,428,139 | 5 | 22 | 28 | 0.0% |
| Q4 2024 | 82 | $309.5M | 2,712,652 | 6 | 20 | 27 | 0.0% |
| Q3 2024 | 74 | $322.9M | 2,698,216 | 5 | 16 | 26 | 0.0% |
| Q2 2024 | 72 | $301.6M | 2,762,174 | 2 | 14 | 34 | 0.0% |
| Q1 2024 | 75 | $347.6M | 3,099,752 | 10 | 19 | 30 | 0.1% |
| Q4 2023 | 69 | $352.5M | 3,422,329 | 4 | 14 | 39 | 0.1% |
| Q3 2023 | 64 | $329.0M | 3,502,772 | 6 | 14 | 27 | 0.0% |
| Q2 2023 | 67 | $334.5M | 3,426,799 | 6 | 19 | 27 | 0.0% |
| Q1 2023 | 65 | $288.9M | 3,021,882 | 7 | 15 | 27 | 0.0% |
| Q4 2022 | 58 | $279.8M | 2,951,993 | 10 | 15 | 19 | 0.0% |
| Q3 2022 | 72 | $367.7M | 4,254,364 | 8 | 27 | 14 | 0.0% |
| Q2 2022 | 72 | $369.9M | 4,042,396 | 5 | 20 | 29 | 0.0% |
| Q1 2022 | 77 | $451.1M | 4,320,749 | 7 | 27 | 24 | 0.0% |
| Q4 2021 | 74 | $544.3M | 5,132,684 | 8 | 19 | 27 | 0.0% |
| Q3 2021 | 70 | $483.9M | 5,031,025 | 4 | 24 | 21 | 0.0% |
| Q2 2021 | 75 | $561.6M | 5,507,491 | 12 | 16 | 27 | 0.0% |
| Q1 2021 | 69 | $506.2M | 5,779,733 | 6 | 18 | 28 | 0.0% |
| Q4 2020 | 71 | $509.0M | 6,080,460 | 4 | 20 | 32 | 0.0% |
| Q3 2020 | 76 | $449.6M | 6,070,676 | 7 | 17 | 38 | 0.0% |
| Q2 2020 | 78 | $431.4M | 6,209,417 | 8 | 19 | 42 | 0.0% |
| Q1 2020 | 90 | $492.8M | 8,375,217 | 7 | 37 | 33 | 0.0% |
| Q4 2019 | 98 | $692.6M | 8,690,458 | 12 | 36 | 30 | 0.0% |
| Q3 2019 | 83 | $642.4M | 8,466,003 | 6 | 36 | 25 | 0.0% |
| Q2 2019 | 82 | $564.3M | 7,551,375 | 12 | 32 | 24 | 0.0% |
| Q1 2019 | 77 | $514.3M | 7,027,416 | 6 | 32 | 21 | 0.0% |
| Q4 2018 | 82 | $464.8M | 7,036,772 | 2 | 4 | 0 | 0.0% |