J P MORGAN EXCHANGE TRADED F (JSCP)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
119
Reporting holders
$722.1M
Reported value
0.0%
Held as options
+1
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 | $125.5M | 2,659,489 | 0.01% | 12q | +3.4%+$4.1M |
| EP Wealth Advisors, LLC | $102.5M | 2,173,607 | 0.39% | 17q | -2.1%-$2.2M |
| HB Wealth Management, LLC | $31.4M | 666,586 | 0.18% | 6q | -11.4%-$4.0M |
| Roberts Wealth Advisors, LLC | $29.5M | 626,222 | 6.71% | 6q | +6.6%+$1.8M |
| MCF Advisors LLC | $24.2M | 514,151 | 0.87% | 2q | +1.0%+$242.2K |
| CGN Advisors LLC | $21.0M | 445,972 | 1.53% | 8q | +15.3%+$2.8M |
| Apella Capital, LLC | $19.5M | 414,958 | 0.28% | 4q | -3.6%-$736.7K |
| 5th Street Advisors, LLC | $18.7M | 396,649 | 7.11% | 12q | +2.9%+$520.3K |
| Bridgewealth Advisory Group, LLC | $18.3M | 387,797 | 3.45% | 11q | +4.1%+$721.7K |
| HighTower Advisors, LLC | $17.6M | 373,551 | 0.02% | 21q | -3.5%-$643.0K |
| TD Capital Management LLC | $17.6M | 372,471 | 1.44% | 8q | +15.7%+$2.4M |
| Roof Eidam Maycock Peralta, LLC | $16.4M | 347,102 | 3.22% | 13q | HELD |
| Integrated Wealth Concepts LLC | $16.3M | 345,066 | 0.08% | 2q | +4.4%+$681.1K |
| SkyOak Wealth, LLC | $14.8M | 313,090 | 2.41% | 11q | +7.4%+$1.0M |
| Hennion & Walsh Asset Management, Inc. | $14.7M | 312,314 | 0.42% | 5q | +11.6%+$1.5M |
| Summit Financial, LLC | $13.9M | 294,935 | 0.15% | 2q | +5.7%+$743.8K |
| RAYMOND JAMES FINANCIAL INC | $13.1M | 278,885 | 0.00% | 7q | -6.5%-$910.5K |
| Focus Partners Wealth | $12.1M | 256,767 | 0.01% | 3q | +0.5%+$63.6K |
| Global Retirement Partners, LLC | $9.9M | 209,110 | 0.15% | 12q | +697.3%+$8.6M |
| Main Street Financial Solutions, LLC | $8.9M | 189,754 | 0.57% | 7q | +2.3%+$202.1K |
| UBS Group AG | $8.8M | 186,871 | 0.00% | 14q | +1.8%+$155.8K |
| OSAIC HOLDINGS, INC. | $8.2M | 173,527 | 0.01% | 21q | -48.4%-$7.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 145,674 | 0.01% | 9q | +14.1%+$841.9K |
| Perigon Wealth Management, LLC | $6.5M | 138,292 | 0.10% | 8q | +11.1%+$652.8K |
| Waverly Advisors, LLC | $6.3M | 133,923 | 0.04% | 10q | -4.4%-$293.6K |
| MAI Capital Management | $6.3M | 133,167 | 0.02% | 10q | +14.8%+$809.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 127,950 | 0.01% | 17q | +13.8%+$731.5K |
| Legacy Edge Advisors, LLC | $6.0M | 127,826 | 0.33% | 4q | +25.2%+$1.2M |
| Boyce & Associates Wealth Consulting, Inc. | $5.8M | 122,458 | 4.00% | 2q | +2.6%+$146.0K |
| JONES FINANCIAL COMPANIES LLLP | $5.7M | 120,108 | 0.00% | 8q | +10.9%+$558.2K |
| New Insight Wealth Advisors | $4.9M | 103,714 | 1.44% | 3q | +38.9%+$1.4M |
| CARY STREET PARTNERS FINANCIAL LLC | $4.9M | 102,898 | 0.11% | 4q | -6.2%-$319.7K |
| NOESIS CAPITAL MANGEMENT CORP | $4.8M | 102,715 | 0.58% | 17q | +4.4%+$205.7K |
| LPL Financial LLC | $4.6M | 97,376 | 0.00% | 7q | +228.7%+$3.2M |
| Milestone Investment Advisors LLC | $4.4M | 92,768 | 0.95% | 13q | +2.6%+$109.6K |
| BELLEVUE ASSET MANAGEMENT, LLC | $3.9M | 83,297 | 1.81% | 5q | -11.8%-$523.3K |
| 21 West Wealth Management LLC | $3.6M | 76,794 | 3.09% | 5q | -9.8%-$393.8K |
| CAPTRUST FINANCIAL ADVISORS | $3.5M | 74,686 | 0.01% | 8q | HELD |
| HARBOUR INVESTMENT MANAGEMENT LLC | $3.4M | 71,860 | 1.75% | 3q | +1.4%+$47.6K |
| Wealthspire Advisors, LLC | $3.1M | 66,366 | 0.02% | 4q | +28.1%+$687.2K |
| STIFEL FINANCIAL CORP | $3.1M | 65,624 | 0.00% | 3q | +154.2%+$1.9M |
| Curry Webb Wealth Management LLC | $2.8M | 59,320 | 1.16% | new | FIRST |
| PROMETHIUM ADVISORS,LLC | $2.7M | 57,265 | 1.30% | 6q | +7.9%+$198.0K |
| BEAM WEALTH ADVISORS, INC. | $2.7M | 56,302 | 0.31% | 19q | +92.3%+$1.3M |
| Tradition Wealth Management, LLC | $2.6M | 54,636 | 0.16% | 19q | -2.9%-$76.4K |
| Heritage Wealth Management, Inc. | $2.5M | 52,686 | 0.62% | 9q | +3.5%+$83.5K |
| Clear Creek Financial Management, LLC | $2.4M | 50,862 | 0.15% | 3q | +12.6%+$267.7K |
| Farther Finance Advisors, LLC | $1.9M | 40,549 | 0.01% | 4q | +13.1%+$221.6K |
| Ameritas Advisory Services, LLC | $1.9M | 39,515 | 0.04% | 2q | +88.8%+$876.4K |
| FAGAN ASSOCIATES, INC. | $1.8M | 38,750 | 0.22% | 4q | +10.1%+$167.4K |
| LexAurum Advisors, LLC | $1.8M | 37,824 | 0.21% | 11q | +113.3%+$947.2K |
| Clear Point Advisors Inc. | $1.7M | 37,040 | 1.55% | new | NEW |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.7M | 35,391 | 0.52% | 5q | +67.8%+$674.1K |
| BBR PARTNERS, LLC | $1.6M | 32,962 | 0.07% | 3q | HELD |
| Blueprint Investment Partners LLC | $1.5M | 31,817 | 0.13% | 2q | HELD |
| Blueprint Financial Advisors LLC | $1.5M | 31,817 | 0.17% | 2q | HELD |
| Diversified Portfolios, Inc. | $1.5M | 31,248 | 0.11% | 2q | +31.1%+$349.2K |
| Kingsview Wealth Management, LLC | $1.5M | 31,176 | 0.02% | 8q | -12.9%-$216.8K |
| D.A. DAVIDSON & CO. | $1.4M | 30,015 | 0.01% | 19q | HELD |
| Sanctuary Advisors, LLC | $1.4M | 29,957 | 0.01% | 9q | -1.3%-$18.7K |
| Cetera Investment Advisers | $1.4M | 29,401 | 0.00% | 4q | +65.1%+$546.5K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $1.4M | 28,695 | 0.47% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.3M | 28,258 | 0.00% | 13q | +23.9%+$257.1K |
| Merit Financial Group, LLC | $1.2M | 26,418 | 0.00% | 5q | -36.8%-$723.7K |
| Southeast Asset Advisors, LLC | $1.1M | 23,452 | 0.11% | 8q | +0.8%+$9.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 23,266 | 0.00% | 2q | -19.4%-$263.4K |
| Legacy Wealth Managment, LLC/ID | $1.1M | 23,140 | 0.45% | 8q | +70.2%+$450.0K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.1M | 22,362 | 0.09% | 15q | -0.6%-$6.0K |
| Avidian Wealth Enterprises, LLC | $1.0M | 21,399 | 0.03% | 2q | +138.5%+$585.8K |
| Capstone Wealth Management, Inc. | $1.0M | 21,431 | 0.76% | 3q | +1.1%+$11.1K |
| ENVESTNET ASSET MANAGEMENT INC | $840.4K | 17,826 | 0.00% | 8q | +8.7%+$67.3K |
| CRA Financial Services, LLC | $831.2K | 17,631 | 0.10% | 2q | +31.5%+$199.1K |
| Peck Wealth Management, LLC | $771.4K | 16,362 | 0.65% | 4q | +77.5%+$336.8K |
| Interchange Capital Partners, LLC | $758.6K | 16,091 | 0.14% | 9q | +18.3%+$117.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $745.9K | 15,821 | 0.00% | 5q | +14.5%+$94.3K |
| MidAtlantic Capital Management, Inc. | $691.0K | 14,657 | 0.43% | 11q | -14.1%-$113.6K |
| GeoWealth Management, LLC | $667.5K | 14,159 | 0.02% | 10q | -6.4%-$46.0K |
| Lodestone Wealth Management LLC | $658.9K | 13,977 | 0.23% | 15q | +1.0%+$6.6K |
| Kestra Advisory Services, LLC | $648.5K | 13,755 | 0.00% | 4q | +2.0%+$12.7K |
| Tempus Wealth Planning, LLC | $622.4K | 13,202 | 0.12% | new | NEW |
| CITADEL ADVISORS LLC | $582.8K | 12,362 | 0.00% | 4q | +138.9%+$338.9K |
| Krilogy Financial LLC | $529.3K | 11,227 | 0.02% | 4q | HELD |
| Professional Financial Advisors, LLC | $504.2K | 10,694 | 0.09% | 3q | +1.0%+$4.9K |
| OPPENHEIMER & CO INC | $471.4K | 10,000 | 0.01% | 2q | HELD |
| INVENIO WEALTH PARTNERS LLC | $470.4K | 9,978 | 0.17% | 8q | HELD |
| Vawter Financial, Ltd. | $441.5K | 9,364 | 0.17% | 4q | -50.3%-$447.7K |
| MAGNOLIA CAPITAL ADVISORS LLC | $423.9K | 8,990 | 0.07% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $421.0K | 8,930 | 0.00% | 5q | +108.7%+$219.3K |
| BCGM Wealth Management, LLC | $412.4K | 8,748 | 0.09% | 7q | +5.2%+$20.3K |
| Flagship Capital Management Inc. | $406.4K | 8,620 | 0.26% | 3q | +53.9%+$142.4K |
| BLUEDOOR PRIVATE WEALTH, LLC | $394.1K | 8,360 | 0.17% | 3q | -20.6%-$102.0K |
| &PARTNERS | $388.3K | 8,236 | 0.00% | 2q | +6.1%+$22.3K |
| Summit Wealth Partners, LLC | $355.5K | 7,540 | 0.05% | 10q | +1.7%+$6.1K |
| PNC Financial Services Group, Inc. | $315.6K | 6,694 | 0.00% | 8q | -24.8%-$104.1K |
| BENJAMIN EDWARDS INC | $294.0K | 6,237 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $280.7K | 5,953 | 0.00% | 2q | +38.9%+$78.5K |
| Wealth Dimensions Group, Ltd. | $280.4K | 5,947 | 0.05% | 2q | HELD |
| Visionary Wealth Advisors | $258.5K | 5,484 | 0.01% | 6q | -83.9%-$1.3M |
| Whitegate Investment Counselors, Inc. | $258.5K | 5,484 | 0.07% | 3q | -18.2%-$57.7K |
| Prospera Financial Services Inc | $253.2K | 5,370 | 0.00% | 5q | HELD |
Showing the largest 100 of 123 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 | 119 | $722.1M | 15,317,215 | 10 | 66 | 26 | 0.0% |
| Q1 2026 | 118 | $761.1M | 16,095,710 | 24 | 53 | 29 | 0.0% |
| Q4 2025 | 99 | $592.0M | 12,445,274 | 15 | 50 | 21 | 0.0% |
| Q3 2025 | 87 | $543.5M | 11,411,489 | 13 | 45 | 15 | 0.0% |
| Q2 2025 | 83 | $450.6M | 9,500,162 | 17 | 34 | 20 | 0.0% |
| Q1 2025 | 73 | $439.7M | 9,313,925 | 9 | 30 | 20 | 0.0% |
| Q4 2024 | 69 | $410.5M | 8,802,400 | 9 | 31 | 18 | 0.0% |
| Q3 2024 | 63 | $371.2M | 7,811,412 | 16 | 24 | 12 | 0.0% |
| Q2 2024 | 51 | $400.9M | 8,642,908 | 5 | 26 | 10 | 0.0% |
| Q1 2024 | 48 | $366.5M | 7,877,050 | 9 | 21 | 9 | 0.0% |
| Q4 2023 | 47 | $228.1M | 4,899,984 | 10 | 16 | 13 | 0.0% |
| Q3 2023 | 44 | $200.3M | 4,416,723 | 8 | 17 | 9 | 0.0% |
| Q2 2023 | 44 | $113.7M | 2,482,743 | 9 | 18 | 9 | 0.0% |
| Q1 2023 | 43 | $118.4M | 2,547,665 | 7 | 12 | 16 | 0.0% |
| Q4 2022 | 41 | $152.2M | 3,330,766 | 11 | 10 | 12 | 0.0% |
| Q3 2022 | 37 | $146.1M | 3,223,002 | 5 | 14 | 10 | 0.0% |
| Q2 2022 | 37 | $164.0M | 3,531,624 | 10 | 11 | 13 | 0.0% |
| Q1 2022 | 35 | $152.2M | 3,189,553 | 10 | 12 | 11 | 0.0% |
| Q4 2021 | 27 | $110.0M | 2,211,307 | 10 | 9 | 3 | 0.0% |
| Q3 2021 | 19 | $81.3M | 1,621,056 | 12 | 4 | 2 | 0.0% |
| Q2 2021 | 7 | $56.7M | 1,128,003 | 5 | 1 | 0 | 0.0% |
| Q1 2021 | 4 | $50.5M | 1,008,097 | 4 | 0 | 0 | 0.0% |