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DaveManuel.com · Institutional Ownership · Who Owns It

J P MORGAN EXCHANGE TRADED F (JCAL)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

29
Reporting holders
$86.0M
Reported value
0.0%
Calls
0.0%
Puts
+29
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

Download these holders as CSV

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$39.5M783,2320.00%newNEW
JONES FINANCIAL COMPANIES LLLP$6.8M134,4680.00%newNEW
LPL Financial LLC$6.5M129,7990.00%newNEW
Arlington Financial Advisors, LLC$4.9M97,1150.62%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.5M68,6590.00%newNEW
ENVESTNET ASSET MANAGEMENT INC$3.4M66,8540.00%newNEW
Cloud Capital Management, LLC$3.4M66,6431.22%newNEW
AMERIPRISE FINANCIAL INC$2.5M49,7090.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.1M41,0160.00%newNEW
NATIXIS ADVISORS, LLC$2.0M40,5820.00%newNEW
GOLDMAN SACHS GROUP INC$1.6M32,0130.00%newNEW
OLD MISSION CAPITAL LLC$1.4M28,6270.02%newNEW
MML INVESTORS SERVICES, LLC$1.3M26,0140.00%newNEW
Planned Solutions, Inc.$1.2M24,4710.35%newNEW
Perennial Investment Advisors, LLC$889.0K17,6630.06%newNEW
JANE STREET GROUP, LLC$821.9K16,3300.00%newNEW
RAYMOND JAMES FINANCIAL INC$762.5K15,1490.00%newNEW
WELLS FARGO & COMPANY/MN$705.5K14,0170.00%newNEW
OneAscent Financial Services LLC$702.3K13,9530.03%newNEW
OSAIC HOLDINGS, INC.$569.6K11,3170.00%newNEW
D.A. DAVIDSON & CO.$336.0K6,6760.00%newNEW
CITADEL ADVISORS LLC$316.2K6,2830.00%newNEW
KESTRA PRIVATE WEALTH SERVICES, LLC$273.7K5,4390.00%newNEW
Wayfinding Financial, LLC$248.0K4,9300.09%newNEW
UBS Group AG$121.0K2,4050.00%newNEW
Larson Financial Group LLC$106.1K2,1090.00%newNEW
MORGAN STANLEY$51.3K1,0190.00%newNEW
IFP Advisors, Inc$26.5K5270.00%newNEW
Institute for Wealth Management, LLC.$7.0K1390.00%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
Q3 20268$12.7M268,8633210.0%
Q2 202629$86.0M1,707,15829000.0%