DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JBND)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
326
Reporting holders
$7.2B
Reported value
0.0%
Calls
0.0%
Puts
+15
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.1B | 20,847,585 | 0.25% | 9q | +23.4%+$211.8M |
| Allworth Financial LP | $486.9M | 9,101,672 | 2.07% | 3q | +48.5%+$159.0M |
| AMERIPRISE FINANCIAL INC | $420.1M | 7,852,779 | 0.08% | 4q | +35.2%+$109.4M |
| JPMORGAN CHASE & CO | $373.4M | 6,946,476 | 0.02% | 11q | +19.6%+$61.3M |
| CAPTRUST FINANCIAL ADVISORS | $325.1M | 6,077,220 | 0.50% | 4q | +18.2%+$50.1M |
| Cetera Investment Advisers | $285.1M | 5,328,568 | 0.26% | 8q | +39.0%+$79.9M |
| ENVESTNET ASSET MANAGEMENT INC | $272.8M | 5,099,381 | 0.06% | 10q | +38.5%+$75.9M |
| BANK OF AMERICA CORP /DE/ | $238.2M | 4,453,121 | 0.02% | 5q | +5.4%+$12.3M |
| Private Advisor Group, LLC | $208.4M | 3,894,546 | 0.95% | 8q | +9.5%+$18.1M |
| Janney Montgomery Scott LLC | $166.4M | 3,109,788 | 0.32% | 10q | +43.3%+$50.3M |
| ROYAL BANK OF CANADA | $148.1M | 2,768,570 | 0.02% | 11q | +13.3%+$17.4M |
| RAYMOND JAMES FINANCIAL INC | $145.7M | 2,724,250 | 0.04% | 6q | +8.6%+$11.5M |
| Cambridge Investment Research Advisors, Inc. | $100.2M | 1,871,984 | 0.11% | 8q | +198.6%+$66.6M |
| Summit Financial, LLC | $93.8M | 1,753,766 | 1.03% | 4q | +5.4%+$4.8M |
| Bridgewater Advisors Inc. | $90.6M | 1,722,643 | 4.94% | 4q | +6.2%+$5.3M |
| JONES FINANCIAL COMPANIES LLLP | $89.4M | 1,665,734 | 0.04% | 8q | +30.9%+$21.1M |
| Diversified Portfolios, Inc. | $84.7M | 1,583,948 | 6.15% | 9q | -20.3%-$21.6M |
| MML INVESTORS SERVICES, LLC | $80.4M | 1,502,729 | 0.16% | 8q | +19.7%+$13.3M |
| Vestmark Advisory Solutions, Inc. | $80.1M | 1,496,955 | 0.75% | 3q | HELD |
| BALDWIN WEALTH PARTNERS LLC/MA | $78.7M | 1,470,097 | 5.14% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $77.4M | 1,446,588 | 0.01% | 4q | +7.9%+$5.7M |
| Berger Financial Group, Inc | $76.6M | 1,431,811 | 3.91% | 10q | -0.8%-$639.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $70.8M | 1,323,132 | 0.09% | 11q | -16.1%-$13.6M |
| Northwest Financial Advisors | $70.5M | 1,318,229 | 9.38% | 2q | +11531.8%+$69.9M |
| IAG Wealth Partners, LLC | $59.6M | 1,114,649 | 5.90% | 8q | HELD |
| StoneX Group Inc. | $55.3M | 1,032,908 | 2.23% | 7q | +27.9%+$12.1M |
| LVZ, Inc. | $51.6M | 964,908 | 5.24% | 7q | HELD |
| Peterson Wealth Advisors, LLC | $49.8M | 930,053 | 5.88% | 9q | +4.1%+$2.0M |
| Larson Financial Group LLC | $46.7M | 872,511 | 1.23% | 9q | +20.4%+$7.9M |
| OSAIC HOLDINGS, INC. | $43.4M | 811,131 | 0.05% | 11q | +75.0%+$18.6M |
| Essex LLC | $42.7M | 798,166 | 6.48% | 5q | +19.1%+$6.8M |
| Dynasty Wealth Management, LLC | $40.4M | 755,090 | 0.30% | 4q | +11.5%+$4.2M |
| Intrua Financial, LLC | $39.7M | 742,478 | 3.64% | 9q | +1.8%+$702.3K |
| Arlington Financial Advisors, LLC | $38.5M | 719,463 | 4.89% | 3q | +2.9%+$1.1M |
| Lifelong Wealth Advisors, Inc. | $37.4M | 699,070 | 8.79% | 5q | +4.4%+$1.6M |
| UBS Group AG | $36.0M | 673,309 | 0.00% | 3q | +16.4%+$5.1M |
| Pallas Capital Advisors LLC | $35.8M | 669,152 | 1.10% | 11q | +6.9%+$2.3M |
| Spire Wealth Management | $33.9M | 633,749 | 1.02% | 7q | -2.7%-$923.4K |
| HARBOUR INVESTMENTS, INC. | $31.9M | 595,638 | 0.43% | 7q | -1.8%-$567.9K |
| NewEdge Wealth, LLC | $30.4M | 568,422 | 0.30% | 6q | -1.5%-$478.1K |
| CGC Financial Services, LLC | $29.7M | 555,625 | 6.69% | 5q | +2.9%+$842.6K |
| D.A. DAVIDSON & CO. | $29.6M | 553,389 | 0.16% | 6q | +2.8%+$809.9K |
| FMR LLC | $28.9M | 539,886 | 0.00% | 7q | HELD |
| OpenArc Corporate Advisory, LLC | $27.2M | 508,429 | 0.32% | 3q | +18.4%+$4.2M |
| MEANS INVESTMENT CO., INC. | $25.3M | 473,636 | 1.91% | 9q | +9.7%+$2.2M |
| EP Wealth Advisors, LLC | $21.0M | 393,303 | 0.08% | new | NEW |
| Global Retirement Partners, LLC | $20.9M | 389,817 | 0.32% | 5q | +121.2%+$11.4M |
| KWB Wealth | $20.8M | 388,588 | 1.78% | 7q | +42.7%+$6.2M |
| Mariner, LLC | $20.2M | 377,534 | 0.02% | 7q | -21.9%-$5.7M |
| Pine Valley Investments Ltd Liability Co | $19.4M | 362,470 | 0.77% | 10q | +6.6%+$1.2M |
| Vawter Financial, Ltd. | $19.3M | 360,261 | 7.26% | 10q | +4.6%+$839.1K |
| AdvisorNet Financial, Inc | $19.2M | 358,635 | 0.88% | 5q | +174.7%+$12.2M |
| Capital Investment Advisory Services, LLC | $19.0M | 355,627 | 1.17% | 10q | -6.6%-$1.3M |
| Royal Harbor Partners, LLC | $19.0M | 355,465 | 5.89% | 11q | +11.8%+$2.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $18.9M | 352,993 | 0.00% | 2q | HELD |
| Ocean Park Asset Management, LLC | $18.8M | 351,700 | 0.91% | 4q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $18.7M | 349,709 | 0.29% | 5q | +1.5%+$280.8K |
| HighTower Advisors, LLC | $18.5M | 346,499 | 0.02% | 8q | +5.0%+$881.4K |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $18.3M | 342,235 | 2.49% | 4q | +4.3%+$759.6K |
| Choice Wealth Advisors LLC | $18.2M | 341,073 | 6.40% | 2q | +4.0%+$703.6K |
| NewEdge Advisors, LLC | $17.8M | 332,801 | 0.05% | 7q | +10.4%+$1.7M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $17.5M | 327,524 | 0.19% | 7q | +2.8%+$483.6K |
| Eldridge Investment Advisors, Inc. | $17.2M | 322,418 | 3.42% | 6q | +8.3%+$1.3M |
| Clear Trail Advisors, LLC | $16.2M | 302,710 | 2.47% | 2q | +10.4%+$1.5M |
| Echo Wealth Management, LLC | $15.6M | 291,117 | 7.95% | 3q | +8.2%+$1.2M |
| CGN Advisors LLC | $15.5M | 290,493 | 1.13% | 9q | -0.8%-$123.4K |
| Pinnacle Wealth Management, LLC | $15.3M | 285,453 | 9.46% | 6q | HELD |
| WBH ADVISORY INC | $15.2M | 284,435 | 1.02% | 7q | +13.1%+$1.8M |
| Independence Asset Advisors, LLC | $14.9M | 279,411 | 3.89% | 3q | HELD |
| Equitable Holdings, Inc. | $14.4M | 269,003 | 0.09% | 8q | +7.2%+$968.9K |
| Morrissey Wealth Management, LLC | $14.3M | 280,784 | 9.00% | new | FIRST |
| Integrated Wealth Concepts LLC | $14.1M | 263,754 | 0.09% | 6q | +10.5%+$1.3M |
| Savvy Advisors, Inc. | $13.7M | 256,492 | 0.29% | 5q | +19.0%+$2.2M |
| PARK AVENUE SECURITIES LLC | $13.6M | 254,893 | 0.09% | 3q | +62.9%+$5.3M |
| Capital Advisors Wealth Management, LLC | $12.6M | 235,617 | 1.48% | 4q | +3.4%+$415.7K |
| Argo Wealth Advisory, LLC | $12.4M | 231,442 | 6.83% | 3q | +1.3%+$153.3K |
| Cobblestone Asset Management LLC | $12.3M | 230,251 | 5.14% | 7q | +29.5%+$2.8M |
| OLD MISSION CAPITAL LLC | $12.1M | 226,768 | 0.19% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $12.0M | 223,369 | 1.57% | 2q | +0.9%+$103.5K |
| &PARTNERS | $11.9M | 222,797 | 0.05% | 4q | +1.6%+$184.2K |
| Per Stirling Capital Management, LLC. | $11.5M | 215,218 | 1.09% | new | NEW |
| Ruggaard & Associates LLC | $11.4M | 213,405 | 4.10% | 9q | +2.1%+$234.6K |
| Citizens Business Bank | $11.1M | 206,667 | 1.66% | 5q | -3.5%-$406.0K |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.0M | 205,486 | 0.17% | 7q | -9.9%-$1.2M |
| Simplicity Wealth,LLC | $10.4M | 195,021 | 0.35% | 3q | +2893.0%+$10.1M |
| MAGNOLIA CAPITAL ADVISORS LLC | $9.6M | 179,599 | 1.65% | 2q | +42.9%+$2.9M |
| AGH Wealth Advisors, LLC | $9.5M | 177,406 | 5.99% | 7q | +7.0%+$619.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $9.5M | 177,390 | 0.15% | 9q | +20.3%+$1.6M |
| NATIXIS ADVISORS, LLC | $9.4M | 174,806 | 0.01% | 4q | +36.4%+$2.5M |
| Financial Planning Navigators CORP | $9.3M | 174,507 | 3.49% | 3q | +10.5%+$886.5K |
| Farther Finance Advisors, LLC | $9.3M | 173,533 | 0.07% | 7q | +58.9%+$3.4M |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | $9.2M | 172,210 | 2.21% | 8q | HELD |
| CreativeOne Wealth, LLC | $9.2M | 172,124 | 0.20% | 3q | +9.1%+$768.2K |
| Essex Financial Services, Inc. | $8.8M | 164,667 | 0.44% | 10q | -3.4%-$305.8K |
| Prospera Financial Services Inc | $8.4M | 156,403 | 0.12% | 6q | +13.0%+$962.1K |
| Guided Capital Wealth Management, LLC | $8.4M | 156,105 | 4.88% | 6q | -3.9%-$335.2K |
| MGO ONE SEVEN LLC | $8.1M | 150,699 | 0.13% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.1M | 151,955 | 0.01% | 8q | +11.8%+$848.7K |
| IHT Wealth Management, LLC | $8.0M | 149,198 | 0.17% | 4q | +15.4%+$1.1M |
| Centurion Wealth Management LLC | $7.8M | 145,927 | 1.87% | 8q | -18.7%-$1.8M |
Showing the largest 100 of 327 reported holders. The count of 326 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 128 | $1.0B | 20,146,359 | 15 | 67 | 35 | 0.0% |
| Q2 2026 | 326 | $7.2B | 134,039,669 | 44 | 182 | 65 | 0.0% |
| Q1 2026 | 311 | $6.2B | 114,677,808 | 50 | 186 | 49 | 0.0% |
| Q4 2025 | 274 | $4.8B | 88,828,684 | 61 | 153 | 23 | 0.0% |
| Q3 2025 | 212 | $3.0B | 55,330,297 | 47 | 118 | 28 | 0.0% |
| Q2 2025 | 174 | $2.0B | 37,354,229 | 45 | 86 | 33 | 0.0% |
| Q1 2025 | 140 | $1.5B | 27,403,205 | 36 | 60 | 29 | 0.0% |
| Q4 2024 | 116 | $963.9M | 18,445,139 | 45 | 50 | 9 | 0.0% |
| Q3 2024 | 73 | $524.2M | 9,612,947 | 24 | 40 | 4 | 0.0% |
| Q2 2024 | 51 | $275.5M | 5,263,650 | 24 | 20 | 7 | 0.0% |
| Q1 2024 | 30 | $174.6M | 3,325,668 | 15 | 11 | 3 | 0.0% |
| Q4 2023 | 14 | $257.2M | 4,853,882 | 13 | 0 | 0 | 0.0% |