J P MORGAN EXCHANGE TRADED F (JVAL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
160
Reporting holders
$552.1M
Reported value
0.0%
Held as options
+12
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 |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | $71.4M | 1,217,925 | 1.98% | 9q | +2.8%+$2.0M |
| CAPTRUST FINANCIAL ADVISORS | $67.5M | 1,151,907 | 0.10% | 9q | -3.9%-$2.7M |
| LPL Financial LLC | $66.5M | 1,134,481 | 0.01% | 22q | +76.1%+$28.8M |
| BANK OF AMERICA CORP /DE/ | $34.0M | 580,537 | 0.00% | 30q | +3.8%+$1.3M |
| JPMORGAN CHASE & CO | $33.7M | 577,595 | 0.00% | 15q | +0.8%+$252.5K |
| Mainsail Financial Group, LLC | $24.3M | 413,727 | 8.24% | 15q | +5.9%+$1.3M |
| MORGAN STANLEY | $17.2M | 293,793 | 0.00% | 25q | +188.4%+$11.3M |
| MERCER GLOBAL ADVISORS INC /ADV | $12.1M | 205,522 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $10.2M | 174,603 | 0.01% | 22q | +29.7%+$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 167,236 | 0.01% | 24q | -4.4%-$455.2K |
| COLUMBIA ADVISORY PARTNERS LLC | $9.7M | 165,339 | 5.35% | 7q | +1.1%+$108.1K |
| Apeiron RIA LLC | $9.6M | 164,391 | 2.47% | 14q | -6.3%-$643.9K |
| Cetera Investment Advisers | $9.6M | 163,774 | 0.01% | 22q | +6.0%+$547.2K |
| Atria Investments, Inc | $9.3M | 159,427 | 0.09% | 7q | -25.4%-$3.2M |
| Cerity Partners LLC | $9.1M | 155,811 | 0.01% | 17q | -11.4%-$1.2M |
| MAGNOLIA CAPITAL ADVISORS LLC | $9.1M | 154,332 | 1.55% | 2q | HELD |
| Planned Solutions, Inc. | $8.4M | 143,018 | 2.40% | 16q | -1.0%-$81.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.1M | 138,202 | 0.00% | 20q | +7.5%+$563.3K |
| Kathmere Capital Management, LLC | $7.7M | 130,843 | 0.41% | 26q | -2.8%-$224.2K |
| RAYMOND JAMES FINANCIAL INC | $6.9M | 117,915 | 0.00% | 7q | HELD |
| Orion Porfolio Solutions, LLC | $6.4M | 109,535 | 0.05% | 26q | -6.2%-$427.3K |
| Ashton Thomas Private Wealth, LLC | $5.1M | 86,921 | 0.11% | 6q | +63.6%+$2.0M |
| Oxinas Partners, LLC | $5.1M | 86,756 | 2.01% | 2q | -3.3%-$173.8K |
| Mariner, LLC | $5.0M | 84,607 | 0.01% | 10q | -42.5%-$3.7M |
| Auxano Advisors, LLC | $4.2M | 71,797 | 0.80% | 6q | +7.6%+$297.5K |
| Steward Partners Investment Advisory, LLC | $3.4M | 57,132 | 0.02% | 16q | +39852.4%+$3.3M |
| DAYMARK WEALTH PARTNERS, LLC | $3.3M | 55,472 | 0.08% | 14q | -6.2%-$216.4K |
| Confluence Wealth Services, Inc. | $3.1M | 53,182 | 0.09% | 11q | +2.0%+$61.0K |
| INTRUST BANK NA | $3.0M | 51,214 | 0.22% | 24q | -12.9%-$445.7K |
| Integrated Wealth Concepts LLC | $3.0M | 50,894 | 0.01% | 18q | +36.8%+$803.0K |
| EP Wealth Advisors, LLC | $2.9M | 50,171 | 0.01% | 7q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $2.9M | 49,707 | 1.15% | 6q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 41,413 | 0.00% | 22q | +6.7%+$152.6K |
| Fifth Third Securities, Inc. | $2.3M | 39,078 | 0.13% | 11q | -7.9%-$196.7K |
| Sigma Planning Corp | $2.1M | 36,039 | 0.05% | 21q | -5.8%-$129.3K |
| ROYAL BANK OF CANADA | $2.1M | 35,090 | 0.00% | 25q | +10.7%+$199.2K |
| Smartleaf Asset Management LLC | $2.0M | 34,276 | 0.07% | 5q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $1.9M | 32,152 | 0.03% | 7q | -1.3%-$24.3K |
| 5T Wealth, LLC | $1.6M | 28,011 | 0.61% | 7q | -14.0%-$266.8K |
| RiverGlades Family Offices LLC | $1.4M | 23,731 | 0.64% | new | NEW |
| Cresset Asset Management, LLC | $1.4M | 23,474 | 0.00% | 13q | -3.8%-$54.6K |
| NewEdge Advisors, LLC | $1.4M | 23,335 | 0.00% | 7q | -3.3%-$47.1K |
| Barnes Wealth Management Group, Inc | $1.3M | 22,791 | 0.62% | 7q | -4.7%-$65.6K |
| Private Advisor Group, LLC | $1.3M | 22,525 | 0.01% | 21q | -53.7%-$1.5M |
| Envestnet Portfolio Solutions, Inc. | $1.3M | 21,347 | 0.01% | 12q | -52.7%-$1.4M |
| FIRST CITIZENS BANK & TRUST CO | $1.3M | 21,346 | 0.02% | 14q | -55.3%-$1.5M |
| Gateway Wealth Partners, LLC | $1.2M | 21,155 | 0.07% | 5q | -52.6%-$1.4M |
| CIBC Bancorp USA Inc. | $1.2M | 21,139 | 0.00% | 2q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $1.2M | 20,799 | 0.03% | 7q | -13.9%-$196.4K |
| HighTower Advisors, LLC | $1.2M | 20,576 | 0.00% | 12q | HELD |
| HUB Investment Partners, LLC | $1.2M | 20,428 | 0.02% | 18q | -1.9%-$22.8K |
| L & S Advisors Inc | $1.2M | 20,232 | 0.12% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 18,605 | 0.00% | 10q | +11.5%+$112.8K |
| Western Wealth Management, LLC | $1.1M | 18,461 | 0.04% | 2q | +1897.9%+$1.0M |
| MAI Capital Management | $1.1M | 18,300 | 0.00% | 17q | -5.4%-$61.6K |
| MN Wealth Advisors, LLC | $1.1M | 18,212 | 0.45% | 11q | -1.4%-$14.7K |
| Prospera Financial Services Inc | $1.1M | 18,082 | 0.02% | new | NEW |
| Retirement Planning Group, LLC | $1.0M | 17,835 | 0.03% | 9q | +15.5%+$140.4K |
| SCS Capital Management LLC | $1.0M | 17,721 | 0.01% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 17,655 | 0.00% | 6q | -18.1%-$229.2K |
| Gallacher Capital Management LLC | $967.1K | 16,492 | 0.54% | 15q | -53.7%-$1.1M |
| SVB WEALTH LLC | $933.2K | 15,915 | 0.06% | 12q | -16.7%-$186.6K |
| HARBOUR INVESTMENTS, INC. | $920.7K | 15,701 | 0.01% | 2q | HELD |
| RFG Advisory, LLC | $830.6K | 14,164 | 0.01% | new | NEW |
| Federation des caisses Desjardins du Quebec | $798.6K | 13,619 | 0.00% | 11q | HELD |
| Vise Technologies, Inc. | $789.4K | 13,462 | 0.01% | new | NEW |
| Cobblestone Asset Management LLC | $756.7K | 12,904 | 0.32% | 10q | -43.7%-$587.4K |
| Regal Investment Advisors LLC | $747.1K | 12,741 | 0.04% | 4q | +2.4%+$17.6K |
| WealthPlan Investment Management, LLC | $732.0K | 12,483 | 0.04% | 2q | +32.8%+$181.0K |
| LANARK FINANCIAL, INC. | $716.6K | 12,219 | 0.05% | 2q | +647.3%+$620.7K |
| Arkadios Wealth Advisors | $694.0K | 11,835 | 0.01% | 4q | -3.5%-$25.4K |
| Patten Group, Inc. | $677.2K | 11,548 | 0.11% | 10q | -0.9%-$6.5K |
| Addison Advisors LLC | $650.0K | 11,085 | 0.31% | 12q | -8.7%-$61.9K |
| MBL Wealth, LLC | $645.0K | 11,000 | 0.04% | 13q | HELD |
| Ameritas Advisory Services, LLC | $644.7K | 10,994 | 0.01% | new | NEW |
| Howard Capital Management, LLC | $631.1K | 10,763 | 0.01% | 6q | HELD |
| TRUIST FINANCIAL CORP | $624.2K | 10,644 | 0.00% | 11q | HELD |
| Composition Wealth, LLC | $620.6K | 10,583 | 0.01% | 8q | -6.5%-$42.8K |
| JANE STREET GROUP, LLC | $539.2K | 9,195 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $502.0K | 8,561 | 0.00% | 13q | +13.3%+$58.8K |
| Perigon Wealth Management, LLC | $500.1K | 8,528 | 0.01% | 10q | HELD |
| Alesco Advisors, LLC, An ESL Co | $471.2K | 8,035 | 0.01% | 20q | HELD |
| GTS SECURITIES LLC | $449.9K | 7,673 | 0.01% | 5q | +49.2%+$148.3K |
| Triad Wealth Partners, LLC | $449.1K | 7,688 | 0.03% | 5q | -4.6%-$21.6K |
| OneDigital Investment Advisors LLC | $432.5K | 7,375 | 0.00% | 3q | HELD |
| CHILTON INVESTMENT CO INC. | $414.2K | 7,063 | 0.01% | 8q | HELD |
| Kestra Advisory Services, LLC | $401.3K | 6,843 | 0.00% | 4q | -5.8%-$24.8K |
| COOPER/HAIMS ADVISORS, LLC | $398.5K | 6,795 | 0.17% | 3q | -11.9%-$53.7K |
| RWA WEALTH PARTNERS, LLC | $374.9K | 6,393 | 0.00% | 18q | HELD |
| American Trust | $355.8K | 6,067 | 0.03% | 5q | -1.3%-$4.7K |
| CoreCap Advisors, LLC | $354.5K | 6,046 | 0.01% | 10q | -5.9%-$22.1K |
| Burk Holdings LLC | $349.3K | 5,956 | 0.13% | 7q | HELD |
| Blue Trust, Inc. | $348.0K | 5,935 | 0.00% | 15q | -83.8%-$1.8M |
| Equitable Holdings, Inc. | $338.2K | 5,768 | 0.00% | 3q | +13.3%+$39.7K |
| Merited Wealth, LLC | $331.5K | 5,653 | 0.23% | 3q | HELD |
| Revisor Wealth Management LLC | $321.7K | 5,486 | 0.08% | new | NEW |
| Advisory Services Network, LLC | $313.1K | 5,340 | 0.00% | 5q | HELD |
| Ascent Group, LLC | $302.3K | 5,156 | 0.01% | 5q | -4.1%-$13.0K |
| Global Retirement Partners, LLC | $295.0K | 5,030 | 0.00% | 16q | +262.1%+$213.5K |
| MARINO, STRAM & ASSOCIATES LLC | $292.6K | 4,989 | 0.05% | 3q | HELD |
Showing the largest 100 of 167 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 | 160 | $552.1M | 9,417,674 | 21 | 33 | 54 | 0.0% |
| Q1 2026 | 148 | $509.2M | 10,431,056 | 20 | 38 | 42 | 0.0% |
| Q4 2025 | 139 | $417.5M | 8,495,651 | 14 | 30 | 53 | 0.0% |
| Q3 2025 | 129 | $409.7M | 8,629,513 | 9 | 28 | 52 | 0.0% |
| Q2 2025 | 129 | $371.8M | 8,400,214 | 18 | 38 | 42 | 0.0% |
| Q1 2025 | 117 | $377.2M | 9,103,741 | 11 | 35 | 37 | 0.0% |
| Q4 2024 | 115 | $366.2M | 8,473,641 | 11 | 28 | 33 | 0.0% |
| Q3 2024 | 105 | $372.1M | 8,541,319 | 11 | 31 | 33 | 0.0% |
| Q2 2024 | 104 | $784.3M | 19,190,526 | 9 | 29 | 39 | 0.0% |
| Q1 2024 | 104 | $812.7M | 19,526,661 | 19 | 26 | 38 | 0.0% |
| Q4 2023 | 98 | $939.4M | 24,357,040 | 21 | 29 | 28 | 0.0% |
| Q3 2023 | 79 | $702.9M | 20,291,631 | 14 | 28 | 18 | 0.0% |
| Q2 2023 | 75 | $611.4M | 17,134,820 | 15 | 26 | 22 | 0.0% |
| Q1 2023 | 64 | $1.0B | 30,736,040 | 9 | 29 | 21 | 0.0% |
| Q4 2022 | 64 | $220.1M | 6,643,761 | 10 | 19 | 25 | 0.0% |
| Q3 2022 | 75 | $279.1M | 9,368,662 | 8 | 29 | 30 | 0.0% |
| Q2 2022 | 79 | $361.5M | 11,260,502 | 14 | 26 | 27 | 0.0% |
| Q1 2022 | 78 | $397.9M | 10,826,842 | 24 | 26 | 16 | 0.0% |
| Q4 2021 | 64 | $297.9M | 7,755,079 | 12 | 26 | 13 | 0.0% |
| Q3 2021 | 56 | $402.7M | 11,331,002 | 11 | 21 | 13 | 0.0% |
| Q2 2021 | 48 | $1.0B | 27,925,046 | 15 | 17 | 6 | 0.0% |
| Q1 2021 | 39 | $632.7M | 18,422,189 | 16 | 13 | 1 | 0.0% |
| Q4 2020 | 23 | $45.1M | 1,509,823 | 8 | 7 | 5 | 0.0% |
| Q3 2020 | 17 | $46.8M | 1,860,186 | 4 | 4 | 4 | 0.0% |
| Q2 2020 | 15 | $40.7M | 1,692,641 | 5 | 7 | 1 | 0.0% |
| Q1 2020 | 12 | $31.7M | 1,566,497 | 6 | 4 | 2 | 0.0% |
| Q4 2019 | 12 | $63.2M | 2,180,306 | 4 | 6 | 2 | 0.0% |
| Q3 2019 | 9 | $40.9M | 1,530,694 | 3 | 3 | 2 | 0.0% |
| Q2 2019 | 9 | $49.4M | 1,877,675 | 3 | 1 | 1 | 0.0% |
| Q1 2019 | 7 | $51.6M | 1,988,205 | 4 | 2 | 0 | 0.0% |
| Q4 2018 | 5 | $36.4M | 1,567,146 | 1 | 0 | 0 | 0.0% |