DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JGLO)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
105
Reporting holders
$4.9B
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 | $4.3B | 61,618,247 | 0.24% | 12q | -3.1%-$139.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $91.9M | 1,290,924 | 0.05% | 5q | +23.5%+$17.5M |
| MORGAN STANLEY | $54.8M | 769,205 | 0.00% | 5q | +26.5%+$11.5M |
| LPL Financial LLC | $54.8M | 769,101 | 0.01% | 10q | -44.2%-$43.4M |
| Vestmark Advisory Solutions, Inc. | $49.8M | 699,827 | 0.47% | 10q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $38.2M | 536,693 | 0.01% | 10q | -45.3%-$31.7M |
| Janney Montgomery Scott LLC | $32.4M | 454,705 | 0.06% | 10q | -46.7%-$28.4M |
| Arlington Financial Advisors, LLC | $24.3M | 340,971 | 3.08% | 6q | +2.0%+$484.3K |
| Cambridge Investment Research Advisors, Inc. | $18.9M | 265,360 | 0.02% | 10q | +5.0%+$892.6K |
| WealthPlan Investment Management, LLC | $17.2M | 242,169 | 0.86% | 5q | -28.4%-$6.8M |
| ASSETMARK, INC | $16.8M | 235,329 | 0.03% | 10q | -46.0%-$14.3M |
| Ameritas Advisory Services, LLC | $16.5M | 232,001 | 0.33% | 5q | +254.7%+$11.9M |
| Cetera Investment Advisers | $13.2M | 185,256 | 0.01% | 9q | -32.6%-$6.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $11.7M | 164,645 | 0.00% | 2q | HELD |
| HUB Investment Partners, LLC | $9.9M | 138,345 | 0.18% | 2q | +4.8%+$455.7K |
| WESBANCO BANK INC | $8.2M | 114,866 | 0.20% | 8q | -10.9%-$997.1K |
| Integrated Wealth Concepts LLC | $8.1M | 113,259 | 0.05% | 10q | -44.4%-$6.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.4M | 104,319 | 0.00% | 5q | +268.0%+$5.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | $6.5M | 91,153 | 0.66% | 3q | -43.7%-$5.0M |
| PARK AVENUE SECURITIES LLC | $5.3M | 74,156 | 0.03% | 2q | -41.8%-$3.8M |
| Summit Financial, LLC | $5.3M | 74,129 | 0.06% | 4q | +9.6%+$462.0K |
| BANK OF AMERICA CORP /DE/ | $4.4M | 62,361 | 0.00% | 5q | -4.9%-$228.4K |
| Visionary Wealth Advisors | $4.4M | 61,852 | 0.17% | 10q | -9.5%-$460.4K |
| OSAIC HOLDINGS, INC. | $3.4M | 47,662 | 0.00% | 10q | +23.3%+$642.0K |
| MML INVESTORS SERVICES, LLC | $3.3M | 45,806 | 0.01% | 9q | -42.2%-$2.4M |
| JANE STREET GROUP, LLC | $3.2M | 44,349 | 0.00% | 12q | -67.3%-$6.5M |
| WBH ADVISORY INC | $2.9M | 40,247 | 0.19% | 5q | -29.5%-$1.2M |
| WealthPLAN Partners, LLC | $2.6M | 36,917 | 0.50% | 3q | +16.3%+$368.3K |
| Mutual Advisors, LLC | $2.5M | 34,943 | 0.05% | 4q | -6.7%-$178.7K |
| Triad Wealth Partners, LLC | $2.4M | 33,513 | 0.14% | 7q | -11.2%-$309.9K |
| Hopwood Nicholas Hunter | $2.1M | 29,107 | 0.57% | 3q | -22.5%-$602.7K |
| CreativeOne Wealth, LLC | $2.0M | 27,655 | 0.04% | 10q | -36.3%-$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 25,290 | 0.00% | 6q | -9.8%-$195.3K |
| 5T Wealth, LLC | $1.7M | 24,254 | 0.64% | 7q | -22.1%-$488.8K |
| Ascent Group, LLC | $1.5M | 20,971 | 0.04% | 10q | -26.7%-$543.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $1.3M | 17,954 | 0.02% | 5q | +2.7%+$33.9K |
| RAYMOND JAMES FINANCIAL INC | $1.3M | 17,833 | 0.00% | 6q | -16.8%-$256.5K |
| UNIQUE WEALTH, LLC | $1.2M | 17,272 | 0.14% | 2q | +7.4%+$85.1K |
| STIFEL FINANCIAL CORP | $1.1M | 14,760 | 0.00% | new | NEW |
| DAYMARK WEALTH PARTNERS, LLC | $977.4K | 13,724 | 0.02% | 10q | -11.9%-$131.8K |
| WELLS FARGO & COMPANY/MN | $919.0K | 12,903 | 0.00% | 5q | +62.8%+$354.3K |
| JONES FINANCIAL COMPANIES LLLP | $795.8K | 11,431 | 0.00% | 4q | +78.7%+$350.5K |
| MassMutual Private Wealth & Trust, FSB | $773.3K | 10,858 | 0.02% | 10q | -54.8%-$939.1K |
| IFP Advisors, Inc | $771.0K | 10,826 | 0.01% | 10q | -35.8%-$430.5K |
| FLOW TRADERS U.S. LLC | $688.0K | 9,659 | 0.03% | new | NEW |
| Wayfinding Financial, LLC | $688.0K | 9,669 | 0.26% | 10q | -49.5%-$673.9K |
| UBS Group AG | $687.6K | 9,655 | 0.00% | 2q | +565.4%+$584.3K |
| AdvisorNet Financial, Inc | $668.2K | 9,382 | 0.03% | 7q | +11.6%+$69.4K |
| Farther Finance Advisors, LLC | $661.9K | 9,299 | 0.01% | 10q | +92.6%+$318.3K |
| Elevation Wealth Management LLC | $594.2K | 8,344 | 0.44% | 3q | -33.0%-$293.1K |
| LAKE STREET PRIVATE WEALTH, LLC | $546.5K | 7,673 | 0.06% | 9q | -40.6%-$373.8K |
| NewEdge Advisors, LLC | $536.9K | 7,539 | 0.00% | 8q | -40.6%-$366.4K |
| Medallion Wealth Advisors, LLC | $526.6K | 5,355 | 0.17% | 7q | -73.4%-$1.5M |
| ROYAL BANK OF CANADA | $508.0K | 7,121 | 0.00% | 9q | +372.8%+$400.6K |
| KINTRA WEALTH, LLC | $506.7K | 6,782 | 0.03% | 6q | +1.5%+$7.5K |
| Vise Technologies, Inc. | $481.2K | 6,757 | 0.01% | new | NEW |
| Equitable Holdings, Inc. | $477.5K | 6,705 | 0.00% | 4q | HELD |
| Emergent Wealth Advisors, LLC | $459.8K | 6,456 | 0.24% | 2q | +1.5%+$6.8K |
| Qube Research & Technologies Ltd | $430.1K | 6,039 | 0.00% | new | NEW |
| Principle Wealth Partners LLC | $412.8K | 5,797 | 0.02% | 9q | HELD |
| Envestnet Portfolio Solutions, Inc. | $407.2K | 5,718 | 0.00% | 10q | +1.0%+$3.9K |
| XP Advisory US, Inc. | $388.9K | 5,461 | 0.21% | new | FIRST |
| MN Wealth Advisors, LLC | $377.0K | 5,293 | 0.16% | 10q | -0.5%-$2.0K |
| 3Chopt Investment Partners, LLC | $338.2K | 4,748 | 0.06% | 9q | -42.4%-$248.9K |
| Ascension Capital Advisors, Inc. | $326.8K | 4,588 | 0.09% | 2q | -14.2%-$54.2K |
| FIRETHORN WEALTH PARTNERS, LLC | $324.5K | 4,556 | 0.10% | 9q | -41.8%-$232.7K |
| Advisory Services Network, LLC | $321.4K | 4,513 | 0.00% | 7q | -2.1%-$7.0K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $292.6K | 4,109 | 0.06% | 7q | -24.4%-$94.2K |
| TWIN PEAKS WEALTH ADVISORS, LLC | $271.8K | 3,817 | 0.06% | 5q | HELD |
| IHT Wealth Management, LLC | $260.0K | 3,651 | 0.01% | 2q | -1.6%-$4.2K |
| Gateway Wealth Partners, LLC | $255.6K | 3,589 | 0.02% | 9q | -74.0%-$728.9K |
| GeoWealth Management, LLC | $238.4K | 3,347 | 0.01% | 10q | -46.5%-$207.5K |
| RICHARDSON FINANCIAL SERVICES INC. | $222.3K | 3,122 | 0.13% | 10q | -46.9%-$196.8K |
| Private Advisor Group, LLC | $219.7K | 3,085 | 0.00% | new | NEW |
| Ignite Planners, LLC | $219.6K | 3,084 | 0.03% | 3q | -6.6%-$15.5K |
| BENJAMIN EDWARDS INC | $201.5K | 2,829 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $194.8K | 2,736 | 0.00% | 8q | -47.5%-$176.2K |
| PRIVATE TRUST CO NA | $145.4K | 2,042 | 0.01% | 9q | -47.0%-$129.0K |
| Tripletail Wealth Management, LLC | $139.2K | 1,952 | 0.16% | 2q | -0.6% |
| Capital Investment Advisory Services, LLC | $115.4K | 1,620 | 0.01% | 6q | -49.6%-$113.6K |
| NATIONAL BANK OF CANADA /FI/ | $79.7K | 1,121 | 0.00% | 4q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $78.1K | 1,091 | 0.00% | 9q | HELD |
| Geneos Wealth Management Inc. | $62.3K | 875 | 0.00% | new | NEW |
| Capital Analysts, LLC | $58.0K | 811 | 0.00% | 3q | +99.3%+$28.9K |
| Cordgrass Capital Advisors, LLC | $54.4K | 764 | 0.02% | 3q | +7.9%+$4.0K |
| HARBOR INVESTMENT ADVISORY, LLC | $38.5K | 540 | 0.00% | 2q | +35.0%+$10.0K |
| Transamerica Financial Advisors, LLC | $31.9K | 448 | 0.00% | 4q | -4.5%-$1.5K |
| Orion Capital Management LLC | $25.2K | 354 | 0.01% | new | NEW |
| Cornerstone Planning Group LLC | $23.1K | 322 | 0.00% | 2q | +5.6%+$1.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $19.9K | 279 | 0.00% | 2q | -75.3%-$60.7K |
| Vision Retirement, LLC | $15.0K | 211 | 0.00% | 3q | HELD |
| VANGUARD ADVISERS INC | $11.9K | 167 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $10.8K | 152 | 0.00% | 2q | -19.6%-$2.6K |
| Rossby Financial, LCC | $10.0K | 141 | 0.00% | 6q | HELD |
| LGT Financial Advisors LLC | $7.4K | 104 | 0.04% | 10q | HELD |
| Spire Wealth Management | $6.3K | 89 | 0.00% | 7q | +2.3% |
| ST GERMAIN D J CO INC | $5.3K | 74 | 0.00% | 9q | HELD |
| SBI Securities Co., Ltd. | $4.3K | 61 | 0.00% | 7q | +7.0% |
| FIFTH THIRD BANCORP | $3.7K | 52 | 0.00% | 2q | -50.5%-$3.8K |
| Strategic Wealth Partners, Ltd. | $3.5K | 49 | 0.00% | 3q | HELD |
Showing the largest 100 of 105 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 | 18 | $34.9M | 481,251 | 1 | 2 | 14 | 0.0% |
| Q2 2026 | 105 | $4.9B | 69,381,021 | 12 | 27 | 52 | 0.0% |
| Q1 2026 | 108 | $4.7B | 73,100,926 | 21 | 46 | 23 | 0.0% |
| Q4 2025 | 104 | $5.2B | 76,782,143 | 13 | 36 | 38 | 0.0% |
| Q3 2025 | 96 | $10.3B | 151,522,995 | 15 | 27 | 47 | 0.0% |
| Q2 2025 | 86 | $5.3B | 82,396,374 | 19 | 32 | 24 | 0.0% |
| Q1 2025 | 72 | $5.1B | 85,785,655 | 14 | 39 | 14 | 0.0% |
| Q4 2024 | 75 | $5.0B | 82,810,804 | 16 | 31 | 14 | 0.0% |
| Q3 2024 | 60 | $6.3B | 99,754,619 | 12 | 30 | 11 | 0.0% |
| Q2 2024 | 52 | $5.7B | 94,722,052 | 23 | 14 | 15 | 0.0% |
| Q1 2024 | 34 | $4.2B | 72,782,081 | 32 | 2 | 0 | 0.0% |
| Q4 2023 | 3 | $2.0B | 38,122,484 | 1 | 2 | 0 | 0.0% |
| Q3 2023 | 3 | $849.2M | 18,270,942 | 3 | 0 | 0 | 0.0% |