DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JGRO)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
373
Reporting holders
$7.2B
Reported value
0.0%
Calls
0.0%
Puts
+18
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 | $1.1B | 11,862,545 | 0.06% | 16q | -9.6%-$122.7M |
| LPL Financial LLC | $776.9M | 7,879,633 | 0.17% | 15q | +7.9%+$56.9M |
| CAPTRUST FINANCIAL ADVISORS | $433.7M | 4,399,109 | 0.66% | 13q | +2.5%+$10.5M |
| RAYMOND JAMES FINANCIAL INC | $399.8M | 4,055,025 | 0.11% | 7q | +21.9%+$71.9M |
| AMERIPRISE FINANCIAL INC | $396.6M | 4,022,127 | 0.08% | 9q | -13.8%-$63.7M |
| JONES FINANCIAL COMPANIES LLLP | $318.2M | 3,383,745 | 0.13% | 10q | +15.5%+$42.7M |
| BANK OF AMERICA CORP /DE/ | $247.0M | 2,505,634 | 0.02% | 10q | +12.3%+$27.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $169.1M | 1,715,615 | 0.21% | 16q | +9.3%+$14.4M |
| UBS Group AG | $133.5M | 1,354,176 | 0.02% | 14q | +6.9%+$8.6M |
| ROYAL BANK OF CANADA | $133.5M | 1,353,914 | 0.02% | 14q | HELD |
| Cetera Investment Advisers | $127.6M | 1,294,276 | 0.12% | 14q | +8.2%+$9.7M |
| Janney Montgomery Scott LLC | $125.3M | 1,270,516 | 0.24% | 15q | -18.5%-$28.4M |
| ENVESTNET ASSET MANAGEMENT INC | $117.4M | 1,190,363 | 0.03% | 16q | -3.6%-$4.3M |
| WELLS FARGO & COMPANY/MN | $110.7M | 1,122,378 | 0.02% | 9q | +23.4%+$21.0M |
| Private Advisor Group, LLC | $108.0M | 1,095,108 | 0.49% | 11q | +128.3%+$60.7M |
| Northwest Financial Advisors | $97.7M | 991,333 | 13.00% | 2q | +17203.8%+$97.2M |
| OSAIC HOLDINGS, INC. | $91.1M | 923,634 | 0.11% | 15q | +27.9%+$19.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $79.5M | 867,409 | 0.13% | 12q | +6.7%+$5.0M |
| Goldstein Advisors, LLC | $69.0M | 700,355 | 6.31% | 15q | +3.2%+$2.2M |
| Avior Wealth Management, LLC | $67.9M | 688,966 | 1.79% | 11q | -13.1%-$10.3M |
| Integrated Wealth Concepts LLC | $67.9M | 688,667 | 0.44% | 10q | +92.4%+$32.6M |
| Focus Partners Wealth | $67.1M | 680,124 | 0.07% | 7q | +1.6%+$1.1M |
| American Trust | $60.8M | 616,315 | 4.68% | 9q | +2.0%+$1.2M |
| GGM Financial LLC | $60.2M | 610,144 | 22.81% | 9q | +1.5%+$885.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $57.0M | 578,497 | 0.90% | 9q | +5.1%+$2.8M |
| Provenance Wealth Advisors, LLC | $55.2M | 559,494 | 5.26% | 8q | HELD |
| AlphaCore Capital LLC | $53.4M | 541,589 | 0.98% | 6q | +23.2%+$10.1M |
| STIFEL FINANCIAL CORP | $52.5M | 532,643 | 0.04% | 15q | +2.0%+$1.0M |
| Vestmark Advisory Solutions, Inc. | $51.6M | 523,837 | 0.49% | 15q | HELD |
| STEPH & CO | $51.5M | 522,553 | 13.04% | 10q | +0.9%+$454.1K |
| Stratos Wealth Partners, LTD. | $46.1M | 467,890 | 0.46% | 10q | +1.9%+$877.6K |
| Berman McAleer LLC | $45.1M | 457,566 | 5.22% | 4q | +0.9%+$423.0K |
| Bank of New York Mellon Corp | $43.1M | 437,258 | 0.01% | 6q | +7.0%+$2.8M |
| FMR LLC | $41.5M | 420,635 | 0.00% | 6q | +8.0%+$3.1M |
| Trust Co | $41.4M | 420,100 | 3.74% | 8q | HELD |
| HUB Investment Partners, LLC | $40.6M | 411,446 | 0.73% | 10q | +1.7%+$689.4K |
| HighTower Advisors, LLC | $36.4M | 369,468 | 0.03% | 15q | HELD |
| Frontier Asset Management, LLC | $36.0M | 365,563 | 6.46% | 14q | +2.3%+$819.4K |
| DAYMARK WEALTH PARTNERS, LLC | $35.9M | 364,062 | 0.88% | 15q | -18.3%-$8.1M |
| KINTRA WEALTH, LLC | $31.8M | 327,929 | 1.66% | 2q | +1059.7%+$29.0M |
| Advantage Trust Co | $28.2M | 286,527 | 9.94% | 11q | HELD |
| Sequoia Financial Advisors, LLC | $27.4M | 278,090 | 0.14% | 3q | -9.7%-$2.9M |
| WealthPlan Investment Management, LLC | $26.2M | 265,976 | 1.30% | 5q | +9.2%+$2.2M |
| MML INVESTORS SERVICES, LLC | $25.5M | 258,950 | 0.05% | 11q | -1.6%-$406.3K |
| Aprio Wealth Management, LLC | $25.5M | 258,205 | 1.26% | 3q | -20.9%-$6.7M |
| Crumly & Associates Inc. | $24.5M | 248,565 | 4.69% | 8q | -2.1%-$514.0K |
| ORRSTOWN FINANCIAL SERVICES INC | $23.9M | 242,047 | 3.54% | 11q | +3.0%+$695.6K |
| Allegheny Financial Group | $22.4M | 227,274 | 2.38% | 5q | +32.0%+$5.4M |
| PNC Financial Services Group, Inc. | $22.0M | 223,203 | 0.01% | 10q | +3.5%+$745.0K |
| Rockefeller Capital Management L.P. | $21.2M | 214,888 | 0.03% | 7q | +7.2%+$1.4M |
| Arlington Financial Advisors, LLC | $21.1M | 213,622 | 2.67% | 10q | +1.0%+$198.4K |
| Wagner Wealth Management, LLC | $20.5M | 208,278 | 3.80% | 16q | +6.8%+$1.3M |
| Tradition Wealth Management, LLC | $20.0M | 202,549 | 1.22% | 9q | +3.5%+$684.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $19.8M | 200,994 | 0.43% | 7q | -61.7%-$31.9M |
| Cambridge Investment Research Advisors, Inc. | $19.5M | 198,066 | 0.02% | 16q | +1.8%+$352.6K |
| Kestra Advisory Services, LLC | $19.5M | 197,676 | 0.06% | 16q | +0.7%+$126.3K |
| CORRECT CAPITAL WEALTH MANAGEMENT | $19.0M | 192,236 | 3.27% | 11q | -7.7%-$1.6M |
| Sprinkle Financial Consultants LLC | $18.8M | 190,225 | 7.36% | 11q | +4.6%+$824.0K |
| D.A. DAVIDSON & CO. | $17.2M | 174,149 | 0.09% | 10q | -4.9%-$889.3K |
| Resolute Wealth Strategies, LLC | $16.4M | 166,483 | 6.36% | 10q | +3.5%+$561.4K |
| &PARTNERS | $14.9M | 150,380 | 0.06% | 5q | +3.7%+$525.8K |
| Foundry Financial Group, Inc. | $14.0M | 141,695 | 6.04% | 9q | +4.1%+$546.1K |
| MLG Wealth Management DBA Pine Grove Financial Group | $13.2M | 134,552 | 1.33% | 3q | -14.9%-$2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $12.2M | 124,022 | 0.00% | 2q | HELD |
| Venture Visionary Partners LLC | $11.7M | 118,915 | 0.33% | 8q | +3.7%+$419.2K |
| Farther Finance Advisors, LLC | $11.5M | 116,502 | 0.09% | 14q | +385.8%+$9.1M |
| Strategic Financial Concepts, LLC | $11.3M | 113,876 | 3.36% | 10q | +33.3%+$2.8M |
| NATIXIS ADVISORS, LLC | $11.1M | 112,779 | 0.01% | 6q | +40.4%+$3.2M |
| Greenbush Financial Group, LLC | $10.9M | 110,373 | 3.20% | 7q | +4.4%+$461.1K |
| PENOBSCOT WEALTH MANAGEMENT | $10.5M | 106,960 | 2.82% | 4q | -0.8%-$87.2K |
| LexAurum Advisors, LLC | $10.2M | 103,517 | 1.18% | 11q | +29.1%+$2.3M |
| Copper Harbor Investment Advisors, LLC | $10.1M | 102,595 | 2.14% | new | FIRST |
| Strategic Blueprint, LLC | $10.0M | 101,930 | 0.50% | 14q | +2.0%+$199.0K |
| Beaumont Financial Advisors, LLC | $9.7M | 98,027 | 0.62% | 15q | -1.2%-$120.2K |
| EXCHANGE TRADED CONCEPTS, LLC | $9.2M | 93,692 | 0.04% | 7q | +7.9%+$678.1K |
| MN Wealth Advisors, LLC | $8.7M | 88,130 | 3.70% | 11q | -19.6%-$2.1M |
| Aurdan Capital Management, LLC | $8.7M | 88,063 | 2.20% | 7q | +16.0%+$1.2M |
| Western Wealth Management, LLC | $8.7M | 87,995 | 0.28% | 8q | -8.5%-$803.3K |
| Selby Wealth Management, LLC | $8.6M | 87,222 | 3.05% | 3q | -0.5%-$46.0K |
| Guided Capital Wealth Management, LLC | $8.6M | 86,934 | 5.01% | 7q | +0.5%+$45.4K |
| Kingsview Wealth Management, LLC | $8.5M | 85,761 | 0.10% | 10q | +9.7%+$744.3K |
| KEYVANTAGE WEALTH, LLC | $8.3M | 83,692 | 3.12% | 7q | -14.5%-$1.4M |
| SAGESPRING WEALTH PARTNERS, LLC | $8.2M | 83,369 | 0.13% | 3q | +9.7%+$725.6K |
| Welch Financial Planning, LLC | $8.2M | 83,186 | 4.78% | 3q | -39.8%-$5.4M |
| Perigon Wealth Management, LLC | $7.4M | 75,008 | 0.12% | 11q | +9.5%+$639.4K |
| Founders Financial Alliance, LLC | $6.8M | 68,988 | 0.90% | 9q | +2.3%+$152.6K |
| MORGAN STANLEY | $6.8M | 68,858 | 0.00% | 10q | +962.3%+$6.1M |
| Visionary Wealth Advisors | $6.7M | 67,891 | 0.26% | 14q | +10.1%+$611.8K |
| WCG Wealth Advisors LLC | $6.7M | 67,678 | 0.16% | 9q | -9.6%-$707.5K |
| MGO ONE SEVEN LLC | $6.7M | 67,613 | 0.11% | 9q | -8.8%-$645.9K |
| YARGER WEALTH STRATEGIES, LLC | $6.6M | 68,401 | 2.38% | 13q | +6.0%+$375.7K |
| Modern Wealth Management, LLC | $6.5M | 66,222 | 0.08% | 7q | +3.9%+$243.7K |
| POTENTIA WEALTH | $6.5M | 65,922 | 2.66% | new | NEW |
| Merited Wealth, LLC | $6.4M | 64,580 | 4.50% | 3q | +118.2%+$3.4M |
| DAVENPORT & Co LLC | $6.3M | 64,398 | 0.03% | 6q | +1153.4%+$5.8M |
| Alpha Advisors, LLC/VA | $6.0M | 60,633 | 4.49% | 7q | -23.1%-$1.8M |
| Echo Wealth Management, LLC | $6.0M | 60,403 | 3.04% | 11q | +6.5%+$365.7K |
| NewEdge Advisors, LLC | $5.7M | 57,949 | 0.02% | 11q | -3.2%-$188.4K |
| Geneos Wealth Management Inc. | $5.7M | 57,524 | 0.12% | 7q | -36.6%-$3.3M |
| STEPHENS INC /AR/ | $5.6M | 56,826 | 0.06% | 13q | +1.4%+$74.7K |
Showing the largest 100 of 373 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 | 155 | $1.0B | 10,514,740 | 13 | 64 | 54 | 0.0% |
| Q2 2026 | 373 | $7.2B | 73,911,345 | 35 | 152 | 114 | 0.0% |
| Q1 2026 | 355 | $6.1B | 72,622,015 | 32 | 177 | 101 | 0.0% |
| Q4 2025 | 354 | $6.4B | 68,779,547 | 44 | 179 | 61 | 0.0% |
| Q3 2025 | 302 | $6.8B | 72,100,817 | 28 | 156 | 75 | 0.0% |
| Q2 2025 | 290 | $5.0B | 57,853,250 | 45 | 157 | 53 | 0.0% |
| Q1 2025 | 260 | $3.7B | 50,801,545 | 41 | 154 | 43 | 0.0% |
| Q4 2024 | 227 | $3.5B | 42,985,532 | 39 | 116 | 29 | 0.0% |
| Q3 2024 | 186 | $2.3B | 29,968,492 | 33 | 100 | 34 | 0.0% |
| Q2 2024 | 167 | $2.0B | 23,782,995 | 40 | 80 | 32 | 0.0% |
| Q1 2024 | 137 | $1.1B | 16,366,047 | 37 | 69 | 23 | 0.0% |
| Q4 2023 | 108 | $774.8M | 12,684,750 | 30 | 47 | 18 | 0.0% |
| Q3 2023 | 76 | $360.9M | 6,695,654 | 17 | 35 | 20 | 0.0% |
| Q2 2023 | 63 | $287.3M | 5,153,816 | 17 | 25 | 16 | 0.0% |
| Q1 2023 | 52 | $197.1M | 4,009,712 | 27 | 16 | 7 | 0.0% |
| Q4 2022 | 28 | $116.8M | 2,629,206 | 16 | 8 | 0 | 0.0% |
| Q3 2022 | 9 | $40.2M | 915,791 | 9 | 0 | 0 | 0.0% |