DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JFLX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
89
Reporting holders
$873.2M
Reported value
0.0%
Calls
0.0%
Puts
+9
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 | $159.9M | 3,174,103 | 0.01% | 4q | +4.7%+$7.3M |
| Glenview Trust Co | $107.7M | 2,137,759 | 1.49% | 4q | +2.0%+$2.2M |
| Provenance Wealth Advisors, LLC | $73.0M | 1,449,324 | 6.96% | 3q | +1.6%+$1.2M |
| WELLS FARGO & COMPANY/MN | $69.3M | 1,375,502 | 0.01% | 4q | +8.6%+$5.5M |
| Pinnacle Financial Partners, Inc. | $43.5M | 862,473 | 0.30% | 3q | +6.3%+$2.6M |
| Allegheny Financial Group | $35.4M | 702,054 | 3.76% | 4q | +0.6%+$211.3K |
| ASSETMARK, INC | $31.2M | 619,515 | 0.05% | 4q | -1.7%-$541.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.4M | 562,838 | 0.04% | 4q | +43.2%+$8.6M |
| LPL Financial LLC | $24.2M | 479,555 | 0.01% | 4q | +8.1%+$1.8M |
| American Trust | $23.1M | 457,456 | 1.78% | 4q | +1.6%+$372.2K |
| Sterling Investment Advisors, Ltd. | $22.8M | 452,085 | 3.81% | 4q | +4.3%+$934.6K |
| RAYMOND JAMES FINANCIAL INC | $21.7M | 431,294 | 0.01% | 4q | +22.2%+$3.9M |
| Spartan Wealth Advisory Services LLC | $21.6M | 429,039 | 1.77% | 2q | +1.8%+$380.5K |
| ARQ WEALTH ADVISORS, LLC | $19.3M | 386,223 | 2.39% | new | NEW |
| Coastal Bridge Advisors, LLC | $17.9M | 354,302 | 1.10% | 4q | +5.0%+$851.9K |
| Cetera Investment Advisers | $13.9M | 275,423 | 0.01% | 4q | HELD |
| Bleakley Financial Group, LLC | $13.2M | 261,497 | 0.17% | 3q | +1.8%+$230.1K |
| WealthPlan Investment Management, LLC | $13.1M | 260,215 | 0.65% | 4q | +32.0%+$3.2M |
| Evolution Wealth Advisors, LLC | $11.3M | 223,817 | 1.32% | 4q | -2.0%-$232.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.3M | 204,250 | 0.01% | 4q | +6.8%+$655.2K |
| DAYMARK WEALTH PARTNERS, LLC | $9.5M | 188,632 | 0.23% | 3q | +4.9%+$441.4K |
| AMERIPRISE FINANCIAL INC | $8.7M | 173,978 | 0.00% | 4q | -16.0%-$1.7M |
| Perigon Wealth Management, LLC | $8.7M | 172,635 | 0.14% | 4q | +13.3%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 146,466 | 0.00% | 4q | -12.2%-$1.0M |
| ROYAL BANK OF CANADA | $6.5M | 128,936 | 0.00% | 4q | +34.2%+$1.7M |
| TRUIST FINANCIAL CORP | $5.7M | 112,135 | 0.01% | 4q | HELD |
| Rockefeller Capital Management L.P. | $5.2M | 103,738 | 0.01% | 4q | +13.0%+$601.7K |
| National Philanthropic Trust | $4.7M | 94,147 | 0.07% | 3q | -20.4%-$1.2M |
| Greenwich Wealth Management LLC | $4.1M | 81,112 | 0.15% | 2q | +52.1%+$1.4M |
| KINTRA WEALTH, LLC | $4.0M | 79,551 | 0.21% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.8M | 75,566 | 0.00% | new | NEW |
| Focus Partners Wealth | $3.6M | 71,497 | 0.00% | 4q | -1.7%-$61.3K |
| CITADEL ADVISORS LLC | $3.4M | 67,049 | 0.00% | 2q | +16.1%+$468.9K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $3.3M | 65,024 | 3.21% | 4q | -10.3%-$374.0K |
| WealthPLAN Partners, LLC | $3.2M | 62,682 | 0.60% | 3q | +181.9%+$2.0M |
| JONES FINANCIAL COMPANIES LLLP | $3.0M | 59,114 | 0.00% | 3q | -2.3%-$68.8K |
| Sanctuary Advisors, LLC | $1.8M | 35,317 | 0.01% | 4q | -2.4%-$43.2K |
| OSAIC HOLDINGS, INC. | $1.7M | 34,308 | 0.00% | 4q | +25.2%+$347.8K |
| Simplicity Wealth,LLC | $1.7M | 33,250 | 0.06% | 4q | +11.9%+$177.7K |
| Private Advisor Group, LLC | $1.5M | 30,727 | 0.01% | 4q | +8.6%+$122.6K |
| UBS Group AG | $1.5M | 30,663 | 0.00% | 4q | +289.3%+$1.1M |
| Oak Barrel Wealth Advisory LLC | $1.5M | 28,953 | 0.64% | 2q | +1.8%+$25.4K |
| CHOREO, LLC | $1.4M | 27,957 | 0.02% | 3q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $1.4M | 27,436 | 0.17% | 4q | HELD |
| Bluesphere Advisors LLC | $1.3M | 26,166 | 0.41% | 4q | +1.2%+$15.7K |
| Klingman & Associates, LLC | $1.3M | 25,367 | 0.05% | 4q | -1.3%-$17.4K |
| ARWA LLC | $1.2M | 24,210 | 0.50% | 3q | +19.5%+$198.2K |
| Modern Wealth Management, LLC | $1.1M | 22,395 | 0.01% | 2q | -87.7%-$8.0M |
| Cedar Mountain Advisors, LLC | $1.0M | 20,383 | 0.18% | new | NEW |
| Krilogy Financial LLC | $889.6K | 17,650 | 0.03% | new | NEW |
| Certified Advisory Corp | $883.7K | 17,534 | 0.07% | 4q | -0.7%-$6.5K |
| Cambridge Investment Research Advisors, Inc. | $580.0K | 11,512 | 0.00% | 4q | +30.1%+$134.3K |
| Patton Albertson Miller Group, LLC | $555.4K | 11,020 | 0.06% | 4q | -3.8%-$22.2K |
| Stratos Wealth Partners, LTD. | $552.5K | 10,962 | 0.01% | 4q | +18.5%+$86.4K |
| Balefire, LLC | $481.3K | 9,550 | 0.08% | 3q | -0.6%-$3.0K |
| HARBOUR INVESTMENT MANAGEMENT LLC | $470.0K | 9,325 | 0.24% | 4q | +1.2%+$5.6K |
| L. Roy Papp & Associates, LLP | $466.7K | 9,259 | 0.05% | 3q | HELD |
| HB Wealth Management, LLC | $447.8K | 8,885 | 0.00% | new | NEW |
| GEN Financial Management, INC. | $425.8K | 8,448 | 0.25% | new | NEW |
| BESSEMER GROUP INC | $393.0K | 7,800 | 0.00% | new | NEW |
| World Investment Advisors | $389.3K | 7,817 | 0.01% | 3q | HELD |
| Farther Finance Advisors, LLC | $367.1K | 7,284 | 0.00% | new | NEW |
| FAGAN ASSOCIATES, INC. | $313.2K | 6,215 | 0.04% | new | NEW |
| BTG Pactual Asset Management US LLC | $310.7K | 6,164 | 0.02% | 4q | HELD |
| STIFEL FINANCIAL CORP | $281.0K | 5,575 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $270.0K | 5,356 | 0.00% | 4q | -48.5%-$254.1K |
| B & T Capital Management DBA Alpha Capital Management | $252.3K | 5,005 | 0.03% | new | NEW |
| Wealthspire Advisors, LLC | $212.5K | 4,215 | 0.00% | 4q | +1.2%+$2.5K |
| MORGAN STANLEY | $133.3K | 2,644 | 0.00% | 4q | -98.2%-$7.4M |
| Princeton Global Asset Management LLC | $120.2K | 2,385 | 0.02% | 3q | +1.2%+$1.5K |
| Ancora Advisors LLC | $114.0K | 2,261 | 0.00% | 4q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $83.4K | 1,654 | 0.00% | 4q | +1.2%+$1.0K |
| Global Retirement Partners, LLC | $82.2K | 1,630 | 0.00% | 3q | -2.3%-$2.0K |
| HARBOUR INVESTMENTS, INC. | $77.3K | 1,533 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $32.9K | 652 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $18.0K | 358 | 0.00% | new | NEW |
| IFP Advisors, Inc | $12.6K | 249 | 0.00% | 4q | HELD |
| Rossby Financial, LCC | $9.2K | 182 | 0.00% | 2q | -1.6% |
| Trust Co | $8.1K | 162 | 0.00% | 3q | HELD |
| Cape Investment Advisory, Inc. | $8.1K | 160 | 0.00% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $7.4K | 147 | 0.00% | 2q | -65.0%-$13.8K |
| AE Wealth Management LLC | $6.8K | 135 | 0.00% | 4q | +141.1%+$4.0K |
| Bank & Trust Co | $6.3K | 126 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $4.1K | 82 | 0.00% | new | NEW |
| TOWER TRUST & INVESTMENT Co | $4.0K | 79 | 0.00% | new | NEW |
| Hickory Point Bank & Trust | $3.4K | 67 | 0.00% | 2q | HELD |
| Park Square Financial Group, LLC | $1.8K | 35 | 0.02% | 2q | -72.0%-$4.5K |
| RICHARDSON FINANCIAL SERVICES INC. | $958 | 19 | 0.00% | 3q | HELD |
| CoreCap Advisors, LLC | $50 | 1 | 0.00% | 3q | 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 | 34 | $237.1M | 4,854,537 | 6 | 12 | 4 | 0.0% |
| Q2 2026 | 89 | $873.2M | 17,332,255 | 18 | 37 | 20 | 0.0% |
| Q1 2026 | 80 | $809.0M | 16,298,705 | 11 | 39 | 16 | 0.0% |
| Q4 2025 | 80 | $762.3M | 15,177,988 | 24 | 30 | 15 | 0.0% |
| Q3 2025 | 59 | $720.6M | 14,350,500 | 59 | 0 | 0 | 0.0% |