HolderBook

J P MORGAN EXCHANGE TRADED F (JUSA)

Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.

32
Reporting holders
$275.8M
Reported value
0.0%
Held as options
+29
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

FilerValueShares Their book Held Change
LPL Financial LLC$141.8M2,110,5600.03%newNEW
ENVESTNET ASSET MANAGEMENT INC$60.5M900,8160.01%newNEW
JPMORGAN CHASE & CO$39.6M594,9780.00%6q+120.3%+$21.6M
MML INVESTORS SERVICES, LLC$8.3M123,3900.02%newNEW
Colonial River Investments, LLC$5.0M74,6241.43%newNEW
OSAIC HOLDINGS, INC.$2.3M34,7550.00%newNEW
CreativeOne Wealth, LLC$2.1M30,5200.04%newNEW
UNIQUE WEALTH, LLC$1.9M28,6730.22%newNEW
CITADEL ADVISORS LLC$1.5M23,0490.00%2q+19.5%+$253.2K
Hopwood Nicholas Hunter$1.5M23,0180.42%newNEW
MassMutual Private Wealth & Trust, FSB$1.5M22,3290.04%newNEW
IFP Advisors, Inc$962.7K14,3310.02%newNEW
Integrated Wealth Concepts LLC$931.1K13,8600.00%newNEW
LAKE STREET PRIVATE WEALTH, LLC$923.4K13,7460.11%newNEW
Envestnet Portfolio Solutions, Inc.$743.8K11,0730.00%newNEW
Farther Finance Advisors, LLC$729.9K10,8660.01%newNEW
Elevation Wealth Management LLC$669.8K9,9710.50%newNEW
Tower Research Capital LLC (TRC)$641.0K9,5420.02%newNEW
Global Retirement Partners, LLC$518.8K7,7230.01%newNEW
3Chopt Investment Partners, LLC$452.6K6,7370.09%newNEW
GeoWealth Management, LLC$443.4K6,6010.01%newNEW
PRIVATE TRUST CO NA$419.3K6,2420.03%newNEW
FIRETHORN WEALTH PARTNERS, LLC$380.8K5,6690.12%newNEW
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$375.9K5,5960.08%newNEW
J.W. COLE ADVISORS, INC.$334.8K4,9850.01%newNEW
Ascent Group, LLC$327.4K4,8740.01%newNEW
Aegis Wealth Management, Inc.$302.0K4,4950.19%newNEW
Gateway Wealth Partners, LLC$281.5K4,1900.02%newNEW
HighTower Advisors, LLC$219.1K3,2620.00%newNEW
Janney Montgomery Scott LLC$58.2K865,9010.11%newNEW
Cambridge Investment Research Advisors, Inc.$51.5K766,5320.06%newNEW
FIFTH THIRD BANCORP$11.8K1750.00%newNEW
Cordgrass Capital Advisors, LLC$9.2K1370.00%newNEW
PARK AVENUE SECURITIES LLC$8.7K130,2430.05%newNEW
Transamerica Financial Advisors, LLC$4.1K610.00%newNEW
Wayfinding Financial, LLC$1.2K17,8310.45%newNEW
FLOW TRADERS U.S. LLC$6579,7750.03%newNEW
Capital Analysts, LLC$851,2620.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202632$275.8M4,110,84830200.0%
Q1 20263$16.6M289,4592100.0%
Q4 20253$13.7M221,6541020.0%
Q3 20252$25.5M423,0680200.0%
Q2 20252$11.4M202,8330010.0%
Q1 20252$10.5M207,1372000.0%
Q2 20232$26.6M524,6770010.0%
Q1 20233$24.5M526,4111010.0%
Q4 20222$1.2M532,5300110.0%
Q3 20222$22.1M531,9450010.0%
Q2 20223$23.0M534,8651100.0%
Q1 20222$27.3M531,7490010.0%
Q4 20212$30.6M571,8860100.0%
Q3 20212$26.5M544,1742000.0%