DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JCPI)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
56
Reporting holders
$649.2M
Reported value
0.0%
Calls
0.0%
Puts
-3
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $525.5M | 10,927,719 | 0.03% | 17q | +12.0%+$56.1M |
| MAI Capital Management | $13.7M | 285,828 | 0.05% | 7q | +2.8%+$371.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $12.1M | 252,682 | 0.61% | 17q | -1.9%-$236.3K |
| FULTON BREAKEFIELD BROENNIMAN LLC | $11.4M | 238,292 | 0.67% | new | NEW |
| LPL Financial LLC | $8.2M | 170,578 | 0.00% | 17q | +12.4%+$897.5K |
| AE Wealth Management LLC | $6.4M | 133,089 | 0.03% | 7q | +19.5%+$1.0M |
| Private Advisor Group, LLC | $5.7M | 118,963 | 0.03% | 4q | +17.1%+$829.3K |
| UBS Group AG | $5.4M | 113,661 | 0.00% | 17q | -13.9%-$876.3K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 93,958 | 0.00% | 7q | +36.0%+$1.2M |
| JANE STREET GROUP, LLC | $4.3M | 90,809 | 0.00% | 3q | +129.5%+$2.5M |
| Systelligence, LLC | $3.8M | 78,600 | 0.63% | 2q | -20.5%-$967.8K |
| Cambridge Investment Research Advisors, Inc. | $3.4M | 70,512 | 0.00% | 2q | +161.1%+$2.1M |
| Ocean Park Asset Management, LLC | $3.2M | 66,500 | 0.15% | new | NEW |
| Balanced Rock Investment Advisors LLC | $2.9M | 59,890 | 1.79% | 5q | +12.1%+$310.2K |
| Integrated Wealth Concepts LLC | $2.8M | 58,424 | 0.02% | 6q | +45.8%+$877.5K |
| ENVESTNET ASSET MANAGEMENT INC | $2.7M | 55,534 | 0.00% | 5q | +9.5%+$230.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 55,476 | 0.03% | 14q | -4.7%-$131.2K |
| Capital Analysts, LLC | $2.5M | 53,065 | 0.06% | 9q | +102.6%+$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $2.3M | 47,778 | 0.00% | 10q | +41.6%+$673.8K |
| MML INVESTORS SERVICES, LLC | $2.2M | 45,053 | 0.00% | 5q | -0.9%-$19.9K |
| OSAIC HOLDINGS, INC. | $2.0M | 42,809 | 0.00% | 17q | +73.1%+$865.6K |
| Clear Creek Financial Management, LLC | $2.0M | 42,119 | 0.13% | 7q | +39.8%+$573.5K |
| &PARTNERS | $2.0M | 41,459 | 0.01% | 5q | +2.0%+$38.8K |
| STIFEL FINANCIAL CORP | $1.9M | 39,875 | 0.00% | 4q | +27.1%+$406.7K |
| Urban Wealth Management, LLC | $1.9M | 39,348 | 1.64% | new | NEW |
| Cornerstone Planning Group LLC | $1.2M | 25,061 | 0.15% | 2q | +5.2%+$59.1K |
| Atria Investments, Inc | $1.1M | 23,419 | 0.01% | new | NEW |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $1.1M | 22,347 | 0.16% | 2q | +403.9%+$857.1K |
| Cetera Investment Advisers | $1.0M | 21,432 | 0.00% | 10q | -1.3%-$13.7K |
| Equitable Holdings, Inc. | $1.0M | 21,290 | 0.01% | 5q | -16.5%-$201.5K |
| HighTower Advisors, LLC | $989.6K | 20,682 | 0.00% | 7q | +365.6%+$777.1K |
| FLOW TRADERS U.S. LLC | $879.0K | 18,378 | 0.04% | 3q | +18.7%+$138.6K |
| GOLDMAN SACHS GROUP INC | $875.2K | 18,291 | 0.00% | 4q | -68.1%-$1.9M |
| OPPENHEIMER & CO INC | $796.7K | 16,650 | 0.01% | 5q | +1.5%+$12.0K |
| Bill Few Associates, Inc. | $727.9K | 15,213 | 0.15% | 17q | -2.6%-$19.7K |
| CITIZENS FINANCIAL GROUP INC/RI | $690.0K | 14,420 | 0.01% | 17q | +1.3%+$9.1K |
| CIBC WORLD MARKET INC. | $660.8K | 13,810 | 0.00% | 4q | HELD |
| SAGE RHINO CAPITAL LLC | $469.8K | 9,819 | 0.08% | 15q | -21.8%-$130.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $407.0K | 8,506 | 0.00% | 6q | -2.4%-$10.0K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $358.7K | 7,497 | 0.02% | 8q | +19.8%+$59.3K |
| Prism Advisors, Inc. | $322.4K | 6,737 | 0.08% | 2q | +1.9%+$5.9K |
| J.W. COLE ADVISORS, INC. | $249.8K | 5,220 | 0.00% | 4q | HELD |
| Signet Private Wealth LLC | $244.7K | 5,114 | 0.20% | new | NEW |
| Prospera Financial Services Inc | $242.7K | 5,072 | 0.00% | 2q | +17.7%+$36.4K |
| Lido Advisors, LLC | $227.9K | 4,763 | 0.00% | 4q | HELD |
| Collier Financial | $149.3K | 3,120 | 0.10% | 6q | HELD |
| ROYAL BANK OF CANADA | $35.0K | 729 | 0.00% | 17q | -37.0%-$20.5K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $24.9K | 523 | 0.00% | 3q | HELD |
| Ancora Advisors LLC | $24.6K | 515 | 0.00% | 4q | +63.5%+$9.6K |
| Hickory Point Bank & Trust | $20.7K | 432 | 0.01% | 2q | HELD |
| MORGAN STANLEY | $8.3K | 174 | 0.00% | 17q | HELD |
| Medallion Wealth Advisors, LLC | $8.3K | 174 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $3.2K | 66 | 0.00% | 3q | HELD |
| Bank & Trust Co | $3.2K | 66 | 0.00% | 9q | HELD |
| Triumph Capital Management | $2.2K | 47 | 0.00% | 3q | +14.6% |
| Global Retirement Partners, LLC | $1.8K | 37 | 0.00% | 15q | HELD |
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 | 20 | $26.6M | 577,654 | 6 | 6 | 5 | 0.0% |
| Q2 2026 | 56 | $649.2M | 13,511,625 | 5 | 28 | 12 | 0.0% |
| Q1 2026 | 59 | $574.1M | 11,904,430 | 11 | 23 | 15 | 0.0% |
| Q4 2025 | 52 | $626.0M | 12,989,472 | 10 | 28 | 7 | 0.0% |
| Q3 2025 | 44 | $1.2B | 23,718,816 | 11 | 23 | 4 | 0.0% |
| Q2 2025 | 38 | $597.7M | 12,388,553 | 11 | 15 | 5 | 0.0% |
| Q1 2025 | 32 | $556.5M | 11,563,397 | 5 | 13 | 7 | 0.0% |
| Q4 2024 | 31 | $541.0M | 11,560,701 | 6 | 8 | 6 | 0.0% |
| Q3 2024 | 30 | $1.1B | 22,456,655 | 5 | 11 | 9 | 0.0% |
| Q2 2024 | 28 | $1.0B | 21,727,383 | 4 | 8 | 10 | 0.0% |
| Q1 2024 | 26 | $1.1B | 22,550,364 | 3 | 8 | 9 | 0.0% |
| Q4 2023 | 29 | $617.4M | 13,272,246 | 4 | 6 | 15 | 0.0% |
| Q3 2023 | 32 | $349.0M | 7,722,016 | 2 | 10 | 12 | 0.0% |
| Q2 2023 | 32 | $366.1M | 7,928,685 | 3 | 9 | 12 | 0.0% |
| Q1 2023 | 32 | $774.5M | 16,308,091 | 5 | 10 | 14 | 0.0% |
| Q4 2022 | 38 | $672.2M | 14,660,991 | 7 | 7 | 16 | 0.0% |
| Q3 2022 | 36 | $8.6B | 188,934,348 | 13 | 9 | 11 | 0.0% |
| Q2 2022 | 26 | $8.8B | 183,090,618 | 25 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $25.0K | 491 | 1 | 0 | 0 | 0.0% |