DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JEMA)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
118
Reporting holders
$1.6B
Reported value
0.0%
Calls
0.0%
Puts
+6
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 | $997.6M | 15,828,709 | 0.06% | 22q | +2.0%+$20.0M |
| MORGAN STANLEY | $115.0M | 1,800,049 | 0.01% | 15q | -48.3%-$107.6M |
| Lido Advisors, LLC | $49.4M | 773,438 | 0.13% | 12q | +59.3%+$18.4M |
| LPL Financial LLC | $48.4M | 758,297 | 0.01% | 19q | +119.5%+$26.4M |
| Janney Montgomery Scott LLC | $45.3M | 709,308 | 0.09% | 17q | -3.6%-$1.7M |
| Vestmark Advisory Solutions, Inc. | $43.6M | 682,817 | 0.41% | 20q | HELD |
| WNY Asset Management, LLC | $39.0M | 611,253 | 3.49% | 2q | +4.8%+$1.8M |
| KELLY FINANCIAL GROUP LLC | $31.3M | 490,232 | 6.96% | 7q | +1.3%+$409.4K |
| Pallas Capital Advisors LLC | $26.4M | 413,250 | 0.81% | 16q | +5.2%+$1.3M |
| BURKETT FINANCIAL SERVICES, LLC | $22.2M | 347,312 | 6.94% | 2q | +41002.0%+$22.1M |
| DAYMARK WEALTH PARTNERS, LLC | $16.2M | 253,314 | 0.39% | 15q | +14.0%+$2.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | $15.2M | 237,797 | 1.54% | 3q | -3.9%-$614.8K |
| ENVESTNET ASSET MANAGEMENT INC | $13.5M | 210,936 | 0.00% | 20q | +9.8%+$1.2M |
| Wagner Wealth Management, LLC | $12.3M | 191,766 | 2.27% | 16q | HELD |
| Cetera Investment Advisers | $12.2M | 190,207 | 0.01% | 10q | +57.0%+$4.4M |
| Advantage Trust Co | $11.9M | 185,951 | 4.18% | 11q | +6.6%+$736.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.2M | 160,225 | 0.00% | 2q | HELD |
| WJ Wealth Management, LLC | $7.8M | 121,850 | 3.07% | 2q | +6.9%+$502.5K |
| Perigon Wealth Management, LLC | $7.5M | 116,753 | 0.12% | 8q | +16.2%+$1.0M |
| JANE STREET GROUP, LLC | $7.4M | 116,141 | 0.00% | 19q | -68.7%-$16.3M |
| JONES FINANCIAL COMPANIES LLLP | $7.2M | 113,994 | 0.00% | 9q | +54.1%+$2.5M |
| OSAIC HOLDINGS, INC. | $7.1M | 111,121 | 0.01% | 21q | +110.3%+$3.7M |
| OLD MISSION CAPITAL LLC | $4.9M | 76,739 | 0.08% | 2q | -46.4%-$4.2M |
| NATIONAL BANK OF CANADA /FI/ | $4.5M | 70,500 | 0.00% | 2q | -44.7%-$3.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 65,445 | 0.00% | 5q | -49.5%-$4.1M |
| Wayfinding Financial, LLC | $3.8M | 58,972 | 1.43% | 7q | +397.0%+$3.0M |
| 5T Wealth, LLC | $3.4M | 53,074 | 1.26% | 7q | -3.0%-$105.7K |
| &PARTNERS | $3.0M | 47,471 | 0.01% | 2q | +2.8%+$81.9K |
| NewEdge Wealth, LLC | $2.6M | 41,288 | 0.03% | 2q | -7.8%-$222.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 40,564 | 0.00% | 14q | +8.4%+$201.8K |
| M Holdings Securities, Inc. | $2.3M | 35,835 | 0.31% | 3q | +1.6%+$35.7K |
| Centennial Bank/AR/ | $2.2M | 34,468 | 0.71% | 10q | +1.0%+$22.3K |
| MML INVESTORS SERVICES, LLC | $2.1M | 33,284 | 0.00% | 11q | +19.3%+$344.5K |
| CITADEL ADVISORS LLC | $2.1M | 33,277 | 0.00% | 2q | +91.1%+$1.0M |
| Kestra Advisory Services, LLC | $1.9M | 29,925 | 0.01% | 11q | +7.1%+$126.7K |
| Integrated Wealth Concepts LLC | $1.9M | 29,517 | 0.01% | 2q | +480.4%+$1.6M |
| Nearwater Capital Markets, Ltd | $1.8M | 28,000 | 0.03% | new | NEW |
| Fortitude Financial, LLC | $1.7M | 25,888 | 1.49% | 2q | +11.6%+$171.6K |
| Hopwood Nicholas Hunter | $1.6M | 25,289 | 0.44% | 3q | +2.8%+$43.8K |
| GOLDMAN SACHS GROUP INC | $1.5M | 23,355 | 0.00% | 3q | +18.6%+$234.1K |
| STIFEL FINANCIAL CORP | $1.5M | 23,013 | 0.00% | 12q | -0.8%-$11.7K |
| TBH Global Asset Management, LLC | $1.4M | 22,339 | 0.26% | 2q | +7.6%+$100.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 22,790 | 0.00% | 7q | +14.4%+$179.5K |
| Merited Wealth, LLC | $1.4M | 21,626 | 0.98% | 3q | +41.4%+$404.8K |
| First Bank & Trust | $1.4M | 21,427 | 0.20% | 4q | +13.1%+$159.0K |
| NATIXIS ADVISORS, LLC | $1.4M | 21,397 | 0.00% | 3q | +48.9%+$448.4K |
| Formidable Asset Management, LLC | $1.4M | 26,002 | 0.22% | new | NEW |
| Nautilus Advisors LLC | $1.3M | 20,559 | 0.76% | 6q | +1.1%+$14.1K |
| UNIQUE WEALTH, LLC | $1.2M | 19,375 | 0.14% | 2q | +55.2%+$440.0K |
| CreativeOne Wealth, LLC | $1.2M | 19,229 | 0.03% | 13q | -10.8%-$149.4K |
| Farther Finance Advisors, LLC | $1.2M | 18,097 | 0.01% | 14q | +222.5%+$796.9K |
| Sanctuary Advisors, LLC | $1.1M | 16,834 | 0.00% | 4q | -0.5%-$5.5K |
| Capital Analysts, LLC | $1.0M | 16,012 | 0.02% | 3q | +55.6%+$365.2K |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 15,840 | 0.00% | 7q | +114.9%+$541.1K |
| Rockefeller Capital Management L.P. | $937.6K | 14,677 | 0.00% | 4q | +7.1%+$62.0K |
| MassMutual Private Wealth & Trust, FSB | $859.2K | 13,451 | 0.02% | 21q | -15.7%-$160.2K |
| Vise Technologies, Inc. | $781.1K | 12,227 | 0.01% | new | NEW |
| Saxony Capital Management, LLC | $775.6K | 12,141 | 0.36% | 3q | -4.2%-$33.7K |
| 3Chopt Investment Partners, LLC | $746.9K | 11,692 | 0.14% | 12q | -5.6%-$44.3K |
| NewEdge Advisors, LLC | $718.6K | 11,249 | 0.00% | 3q | -25.3%-$243.2K |
| FSA WEALTH PARTNERS, INC. | $671.9K | 10,518 | 0.17% | new | NEW |
| LAKE STREET PRIVATE WEALTH, LLC | $663.4K | 10,385 | 0.08% | 17q | -11.2%-$83.4K |
| Elevation Wealth Management LLC | $643.5K | 10,073 | 0.48% | 3q | -7.2%-$50.2K |
| Kingsview Wealth Management, LLC | $535.1K | 8,377 | 0.01% | 4q | HELD |
| Composition Wealth, LLC | $527.7K | 8,261 | 0.01% | 4q | -1.3%-$7.0K |
| ROYAL BANK OF CANADA | $521.0K | 8,158 | 0.00% | 3q | +46.8%+$166.2K |
| Ascent Group, LLC | $520.6K | 8,150 | 0.02% | 4q | -7.1%-$39.7K |
| BENJAMIN EDWARDS INC | $519.5K | 8,133 | 0.00% | new | NEW |
| Advisory Alpha, LLC | $474.9K | 7,435 | 0.01% | new | NEW |
| IFP Advisors, Inc | $469.1K | 7,343 | 0.01% | 11q | +14.3%+$58.8K |
| STEPHENS INC /AR/ | $428.0K | 6,700 | 0.00% | 17q | -21.2%-$115.0K |
| AdvisorNet Financial, Inc | $350.3K | 5,483 | 0.02% | 7q | +15.7%+$47.6K |
| Dynamic Advisor Solutions LLC | $331.6K | 5,191 | 0.01% | 18q | HELD |
| Cambridge Investment Research Advisors, Inc. | $331.0K | 5,182 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $324.4K | 5,078 | 0.00% | 2q | -4.2%-$14.1K |
| FIRETHORN WEALTH PARTNERS, LLC | $310.3K | 4,857 | 0.10% | 5q | -10.0%-$34.4K |
| GeoWealth Management, LLC | $306.9K | 4,805 | 0.01% | 16q | -4.6%-$14.7K |
| MN Wealth Advisors, LLC | $300.3K | 4,701 | 0.13% | 11q | -1.7%-$5.2K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $298.4K | 4,671 | 0.06% | 3q | +19.0%+$47.7K |
| Emergent Wealth Advisors, LLC | $268.6K | 4,205 | 0.14% | 2q | -1.0%-$2.8K |
| BIP Wealth, LLC | $247.1K | 3,868 | 0.01% | 2q | HELD |
| ENDEAVOR PRIVATE WEALTH, INC. | $239.8K | 3,754 | 0.06% | new | NEW |
| Triad Wealth Partners, LLC | $227.7K | 3,816 | 0.01% | new | NEW |
| Qube Research & Technologies Ltd | $210.9K | 3,302 | 0.00% | new | NEW |
| UBS Group AG | $210.2K | 3,291 | 0.00% | 4q | +177.7%+$134.5K |
| Seneca House Advisors | $208.1K | 3,258 | 0.07% | new | NEW |
| Equitable Holdings, Inc. | $205.2K | 3,212 | 0.00% | new | NEW |
| Ignite Planners, LLC | $202.2K | 3,166 | 0.03% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $124.7K | 2,033 | 0.00% | 11q | HELD |
| Tripletail Wealth Management, LLC | $106.5K | 1,736 | 0.12% | 2q | -0.9% |
| PNC Financial Services Group, Inc. | $79.0K | 1,237 | 0.00% | 4q | HELD |
| Keating Financial Advisory Services, Inc. | $78.9K | 1,235 | 0.01% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $61.8K | 968 | 0.00% | 5q | +38.9%+$17.3K |
| Geneos Wealth Management Inc. | $52.1K | 816 | 0.00% | 10q | -70.2%-$122.7K |
| Aptus Capital Advisors, LLC | $48.3K | 756 | 0.00% | 10q | HELD |
| ASSETMARK, INC | $40.9K | 640 | 0.00% | 5q | HELD |
| Cordgrass Capital Advisors, LLC | $37.6K | 588 | 0.01% | 3q | +17.1%+$5.5K |
| Global Retirement Partners, LLC | $30.7K | 481 | 0.00% | 16q | -12.5%-$4.4K |
| Steward Partners Investment Advisory, LLC | $27.9K | 436 | 0.00% | 4q | HELD |
| VANGUARD ADVISERS INC | $26.9K | 421 | 0.00% | 2q | -24.8%-$8.9K |
Showing the largest 100 of 118 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 34 | $116.5M | 1,882,251 | 4 | 16 | 7 | 0.0% |
| Q2 2026 | 118 | $1.6B | 25,716,273 | 17 | 46 | 35 | 0.0% |
| Q1 2026 | 112 | $1.3B | 26,306,747 | 27 | 44 | 26 | 0.0% |
| Q4 2025 | 92 | $1.2B | 24,833,787 | 14 | 42 | 19 | 0.0% |
| Q3 2025 | 83 | $2.1B | 44,002,358 | 17 | 27 | 26 | 0.0% |
| Q2 2025 | 74 | $1.2B | 26,841,776 | 11 | 30 | 24 | 0.0% |
| Q1 2025 | 68 | $1.0B | 26,461,404 | 9 | 30 | 15 | 0.0% |
| Q4 2024 | 68 | $966.3M | 25,828,857 | 9 | 28 | 16 | 0.0% |
| Q3 2024 | 64 | $1.8B | 44,955,150 | 5 | 19 | 27 | 0.0% |
| Q2 2024 | 72 | $1.7B | 44,523,804 | 17 | 17 | 29 | 0.0% |
| Q1 2024 | 61 | $1.9B | 50,553,915 | 11 | 29 | 15 | 0.0% |
| Q4 2023 | 58 | $1.6B | 43,702,060 | 12 | 23 | 15 | 0.0% |
| Q3 2023 | 54 | $890.0M | 25,768,641 | 15 | 14 | 18 | 0.0% |
| Q2 2023 | 42 | $975.9M | 26,784,631 | 8 | 20 | 7 | 0.0% |
| Q1 2023 | 36 | $910.4M | 25,118,355 | 8 | 19 | 5 | 0.0% |
| Q4 2022 | 35 | $983.9M | 28,901,879 | 9 | 19 | 4 | 0.0% |
| Q3 2022 | 26 | $927.5M | 29,112,467 | 6 | 9 | 8 | 0.0% |
| Q2 2022 | 25 | $1.0B | 28,494,853 | 9 | 8 | 6 | 0.0% |
| Q1 2022 | 18 | $777.7M | 18,907,476 | 6 | 8 | 2 | 0.0% |
| Q4 2021 | 16 | $331.1M | 7,112,282 | 6 | 8 | 0 | 0.0% |
| Q3 2021 | 11 | $310.3M | 6,569,652 | 6 | 3 | 2 | 0.0% |
| Q2 2021 | 7 | $202.9M | 3,965,684 | 5 | 1 | 1 | 0.0% |
| Q1 2021 | 2 | $29.2M | 598,376 | 2 | 0 | 0 | 0.0% |