J P MORGAN EXCHANGE TRADED F (JTEK)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
176
Reporting holders
$1.3B
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $410.3M | 3,795,908 | 0.02% | 11q | -19.4%-$98.5M |
| WELLS FARGO & COMPANY/MN | $104.6M | 937,516 | 0.02% | 9q | -42.5%-$77.2M |
| ROYAL BANK OF CANADA | $59.6M | 533,847 | 0.01% | 9q | +23.0%+$11.1M |
| LPL Financial LLC | $58.7M | 525,975 | 0.01% | 10q | -2.3%-$1.4M |
| UBS Group AG | $46.1M | 413,281 | 0.01% | 9q | +15.5%+$6.2M |
| Composition Wealth, LLC | $44.4M | 397,707 | 0.52% | 7q | +8.4%+$3.4M |
| Hughes Financial Services, LLC | $42.6M | 381,610 | 5.64% | 6q | HELD |
| MORGAN STANLEY | $37.1M | 332,367 | 0.00% | 11q | +205.6%+$24.9M |
| RAYMOND JAMES FINANCIAL INC | $25.7M | 230,826 | 0.01% | 7q | +5.2%+$1.3M |
| Kestra Advisory Services, LLC | $25.0M | 223,976 | 0.08% | 9q | +4.0%+$957.6K |
| ENVESTNET ASSET MANAGEMENT INC | $24.7M | 221,237 | 0.01% | 10q | +33.2%+$6.1M |
| Vertex Planning Partners, LLC | $20.4M | 182,483 | 3.02% | 9q | +16.1%+$2.8M |
| MML INVESTORS SERVICES, LLC | $17.8M | 159,888 | 0.04% | 5q | +22.0%+$3.2M |
| Pine Valley Investments Ltd Liability Co | $16.8M | 150,776 | 0.66% | 2q | +379.7%+$13.3M |
| Tradition Wealth Management, LLC | $16.7M | 149,519 | 1.02% | 9q | +2.0%+$333.1K |
| SilverOak Wealth Management LLC | $14.6M | 130,813 | 1.88% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.4M | 128,966 | 0.02% | 10q | +2.1%+$300.6K |
| JONES FINANCIAL COMPANIES LLLP | $14.2M | 135,700 | 0.01% | 6q | +40.4%+$4.1M |
| Oak Barrel Wealth Advisory LLC | $13.5M | 120,621 | 5.94% | 2q | +11.8%+$1.4M |
| ERn Financial, LLC | $13.4M | 120,322 | 2.22% | 3q | +1.1%+$148.9K |
| Freedom Financial Partners LLC | $12.6M | 113,072 | 4.11% | 7q | +5.4%+$651.6K |
| OSAIC HOLDINGS, INC. | $12.0M | 107,256 | 0.01% | 11q | +159.1%+$7.3M |
| NewEdge Wealth, LLC | $11.9M | 106,688 | 0.12% | 4q | -4.0%-$498.2K |
| Legacy Edge Advisors, LLC | $11.1M | 99,779 | 0.61% | 2q | +34.0%+$2.8M |
| Quadcap Wealth Management, LLC | $10.6M | 95,047 | 1.03% | 4q | -7.8%-$900.8K |
| Sanctuary Advisors, LLC | $10.0M | 89,432 | 0.05% | 8q | +8.7%+$796.4K |
| Foundry Financial Group, Inc. | $9.6M | 85,879 | 4.14% | 9q | -7.9%-$819.3K |
| Cetera Investment Advisers | $9.3M | 83,247 | 0.01% | 6q | +9.0%+$765.2K |
| ASSETMARK, INC | $9.3M | 82,962 | 0.02% | 3q | -20.6%-$2.4M |
| Welch Financial Planning, LLC | $8.8M | 78,989 | 5.13% | 3q | -10.8%-$1.1M |
| Hartford Financial Management Inc. | $7.7M | 69,188 | 1.72% | 9q | -4.0%-$323.2K |
| YARGER WEALTH STRATEGIES, LLC | $7.7M | 73,375 | 2.76% | 5q | +2.8%+$205.8K |
| FAGAN ASSOCIATES, INC. | $7.6M | 67,866 | 0.93% | 10q | -1.0%-$73.3K |
| CVA Family Office, LLC | $7.2M | 64,115 | 0.65% | 7q | -3.5%-$261.6K |
| Private Wealth Partners, LLC | $6.7M | 59,745 | 0.48% | 11q | +149.9%+$4.0M |
| GOLDMAN SACHS GROUP INC | $5.8M | 51,946 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $5.7M | 51,446 | 0.03% | 9q | +169.4%+$3.6M |
| Guided Capital Wealth Management, LLC | $5.1M | 45,554 | 2.97% | 6q | HELD |
| National Philanthropic Trust | $5.0M | 44,387 | 0.07% | 3q | +3.4%+$160.6K |
| Circle Wealth Management, LLC | $4.9M | 44,109 | 0.06% | 9q | +4.1%+$193.9K |
| Integras Partners LLC | $4.8M | 43,437 | 2.67% | 7q | -2.1%-$102.5K |
| GENESIS PRIVATE WEALTH, LLC | $4.5M | 40,105 | 1.26% | 3q | +207.1%+$3.0M |
| POTENTIA WEALTH | $4.4M | 39,266 | 1.79% | 4q | -9.4%-$453.3K |
| NewEdge Advisors, LLC | $3.9M | 35,260 | 0.01% | 4q | +31.2%+$935.7K |
| TABLEAUX LLC | $3.9M | 35,169 | 1.65% | 6q | -4.9%-$201.5K |
| Krilogy Financial LLC | $3.8M | 34,501 | 0.11% | 7q | +4.6%+$168.4K |
| Symphony Financial Services, Inc. | $3.8M | 33,892 | 1.70% | 3q | +6.5%+$229.9K |
| N.E.W. Advisory Services LLC | $3.6M | 31,849 | 0.24% | 2q | +1.8%+$63.4K |
| VALLEY WEALTH MANAGERS, INC. | $3.5M | 31,409 | 0.20% | 9q | -30.3%-$1.5M |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.4M | 30,524 | 0.06% | 6q | -18.2%-$756.3K |
| Tower Research Capital LLC (TRC) | $3.4M | 30,369 | 0.08% | 2q | +229.2%+$2.4M |
| &PARTNERS | $3.3M | 29,666 | 0.01% | 5q | +4.9%+$153.6K |
| Clearstead Advisors, LLC | $3.3M | 29,376 | 0.03% | 3q | +32181.3%+$3.3M |
| CHOREO, LLC | $3.1M | 27,742 | 0.03% | 4q | +12.1%+$334.7K |
| SILVER OAK SECURITIES, INCORPORATED | $3.0M | 26,709 | 0.18% | 6q | +19.1%+$477.6K |
| HighTower Advisors, LLC | $2.6M | 23,662 | 0.00% | 11q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.6M | 23,649 | 0.14% | 8q | -47.8%-$2.4M |
| Horizon Investments, LLC | $2.6M | 23,435 | 0.03% | 5q | -74.0%-$7.4M |
| BANK OF AMERICA CORP /DE/ | $2.5M | 22,826 | 0.00% | 9q | +379.5%+$2.0M |
| CITADEL ADVISORS LLC | $2.4M | 21,495 | 0.00% | 2q | +4.2%+$97.7K |
| BLVD Private Wealth, LLC | $2.4M | 21,396 | 1.77% | 5q | -2.5%-$60.6K |
| Base Wealth Management LLC | $2.2M | 20,016 | 1.04% | 3q | -7.4%-$177.4K |
| ATTICUS WEALTH MANAGEMENT, LLC | $2.2M | 19,733 | 0.52% | 5q | +37.1%+$596.0K |
| Triumph Capital Management | $2.0M | 18,028 | 0.36% | 7q | -15.2%-$359.6K |
| MCDONALD PARTNERS LLC | $1.9M | 17,242 | 0.47% | 2q | +101.4%+$968.2K |
| Quadrature Capital Ltd | $1.8M | 16,509 | 0.02% | new | NEW |
| MBL Wealth, LLC | $1.8M | 16,254 | 0.12% | 9q | -37.6%-$1.1M |
| Kingsview Wealth Management, LLC | $1.8M | 16,067 | 0.02% | 7q | -1.2%-$21.1K |
| Peck Wealth Management, LLC | $1.8M | 15,745 | 1.48% | 4q | +111.1%+$924.2K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $1.7M | 15,452 | 0.01% | 6q | -31.3%-$784.8K |
| XTX Topco Ltd | $1.6M | 14,641 | 0.02% | new | NEW |
| Macro Advisors, Inc. | $1.6M | 14,367 | 0.51% | 2q | -2.2%-$35.5K |
| Wagner Wealth Management, LLC | $1.5M | 13,247 | 0.27% | 10q | +8.5%+$116.3K |
| Paradigm, Strategies in Wealth Management, LLC | $1.4M | 12,297 | 0.84% | 2q | +299.3%+$1.0M |
| Beacon Pointe Advisors, LLC | $1.4M | 12,231 | 0.01% | 2q | +4.6%+$59.9K |
| Ankerstar Wealth, LLC | $1.3M | 12,038 | 1.13% | 3q | -5.5%-$78.4K |
| Archford Capital Strategies, LLC | $1.3M | 11,991 | 0.14% | 6q | +4.2%+$53.5K |
| Fulton Bank, N.A. | $1.3M | 11,795 | 0.04% | new | NEW |
| STIFEL FINANCIAL CORP | $1.3M | 11,386 | 0.00% | 4q | +5.4%+$64.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 10,902 | 0.00% | 10q | -61.8%-$2.0M |
| MATTERN CAPITAL MANAGEMENT, LLC | $1.1M | 10,242 | 0.13% | 5q | +42.9%+$342.9K |
| RENAISSANCE TECHNOLOGIES LLC | $1.1M | 10,100 | 0.00% | 5q | +288.5%+$836.6K |
| D. E. Shaw & Co., Inc. | $1.1M | 10,054 | 0.00% | 6q | +28.0%+$245.4K |
| Quantinno Capital Management LP | $984.4K | 8,825 | 0.00% | 3q | +25.6%+$200.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $945.6K | 9,041 | 0.00% | 7q | -28.3%-$374.1K |
| FIFTH THIRD BANCORP | $936.8K | 8,398 | 0.00% | 3q | -54.6%-$1.1M |
| Ignite Planners, LLC | $905.5K | 8,094 | 0.12% | 9q | +4.6%+$39.7K |
| IFP Advisors, Inc | $894.5K | 8,019 | 0.02% | 5q | +32.5%+$219.3K |
| Stelac Advisory Services LLC | $891.3K | 7,990 | 0.17% | 3q | HELD |
| Endowment Wealth Management, Inc. | $857.7K | 7,689 | 0.33% | new | NEW |
| Creative Planning | $826.5K | 7,409 | 0.00% | 6q | +1.7%+$13.9K |
| Cooper Financial Group | $792.5K | 7,104 | 0.07% | 7q | -6.5%-$55.4K |
| 55 North Private Wealth, LLC | $745.7K | 6,685 | 0.15% | 3q | HELD |
| Mariner, LLC | $730.6K | 6,549 | 0.00% | 10q | -76.9%-$2.4M |
| Family Manage LLC | $722.9K | 6,480 | 0.07% | 8q | HELD |
| EnRich Financial Partners LLC | $682.8K | 6,121 | 0.16% | new | NEW |
| Focus Partners Wealth | $670.5K | 6,011 | 0.00% | 2q | -7.4%-$53.2K |
| HighMark Wealth Management LLC | $567.2K | 5,085 | 0.19% | 10q | +194.6%+$374.7K |
| Avidian Wealth Enterprises, LLC | $556.5K | 4,989 | 0.02% | 7q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $527.3K | 4,727 | 0.00% | 3q | +47.3%+$169.2K |
Showing the largest 100 of 182 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 | 176 | $1.3B | 11,973,974 | 25 | 66 | 52 | 0.0% |
| Q1 2026 | 163 | $1.0B | 13,036,650 | 24 | 73 | 35 | 0.0% |
| Q4 2025 | 156 | $1.0B | 11,411,265 | 41 | 58 | 29 | 0.0% |
| Q3 2025 | 114 | $1.2B | 13,425,788 | 20 | 56 | 19 | 0.0% |
| Q2 2025 | 100 | $681.0M | 8,059,381 | 21 | 42 | 23 | 0.0% |
| Q1 2025 | 91 | $496.8M | 7,391,755 | 29 | 33 | 14 | 0.0% |
| Q4 2024 | 64 | $455.4M | 6,018,384 | 17 | 23 | 12 | 0.0% |
| Q3 2024 | 47 | $617.8M | 8,996,106 | 12 | 21 | 10 | 0.0% |
| Q2 2024 | 40 | $572.1M | 8,261,432 | 23 | 11 | 3 | 0.0% |
| Q1 2024 | 19 | $496.2M | 7,501,424 | 13 | 5 | 0 | 0.0% |
| Q4 2023 | 9 | $371.6M | 6,318,889 | 8 | 0 | 0 | 0.0% |