DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JIG)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
90
Reporting holders
$392.6M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $71.2M | 816,714 | 0.02% | 19q | +10.2%+$6.6M |
| BANK OF AMERICA CORP /DE/ | $57.0M | 654,379 | 0.00% | 5q | -0.9%-$529.5K |
| JONES FINANCIAL COMPANIES LLLP | $29.4M | 345,588 | 0.01% | 6q | +64.8%+$11.6M |
| ENVESTNET ASSET MANAGEMENT INC | $27.3M | 313,705 | 0.01% | 11q | +5.4%+$1.4M |
| Janney Montgomery Scott LLC | $24.4M | 280,224 | 0.05% | 4q | +0.6%+$140.0K |
| Vestmark Advisory Solutions, Inc. | $18.6M | 212,913 | 0.17% | 4q | HELD |
| FIRST AMERICAN TRUST, FSB | $17.5M | 200,823 | 1.06% | 5q | +6.4%+$1.1M |
| Cetera Investment Advisers | $16.1M | 184,479 | 0.01% | 8q | +15.0%+$2.1M |
| Cornerstone Wealth Management, LLC | $12.3M | 141,126 | 0.53% | 17q | +23.0%+$2.3M |
| JPMORGAN CHASE & CO | $10.7M | 124,207 | 0.00% | 13q | +34.4%+$2.7M |
| Key Financial Inc | $9.0M | 102,869 | 1.47% | 16q | +1.0%+$87.7K |
| FIDELITY D & D BANCORP INC | $8.1M | 92,813 | 2.78% | 3q | -3.3%-$274.0K |
| ASSETMARK, INC | $8.1M | 92,445 | 0.01% | 4q | -6.8%-$587.8K |
| Cambridge Investment Research Advisors, Inc. | $8.0M | 91,292 | 0.01% | 12q | +0.9%+$67.8K |
| Schwallier Wealth Management LLC | $5.2M | 59,168 | 3.26% | new | NEW |
| Prism Advisors, Inc. | $4.5M | 52,102 | 1.10% | 5q | -8.2%-$406.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 51,663 | 0.00% | 3q | +1583.9%+$4.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.4M | 50,474 | 0.00% | 2q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.4M | 50,187 | 0.00% | 7q | -1.5%-$68.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.9M | 44,795 | 0.00% | 2q | +19.9%+$648.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $3.7M | 42,408 | 0.06% | 2q | +1.3%+$47.6K |
| NATIXIS ADVISORS, LLC | $3.4M | 38,574 | 0.00% | 3q | +61.3%+$1.3M |
| MML INVESTORS SERVICES, LLC | $3.2M | 36,999 | 0.01% | 15q | +12.9%+$369.1K |
| PARK AVENUE SECURITIES LLC | $2.8M | 32,333 | 0.02% | 2q | -5.3%-$158.5K |
| OSAIC HOLDINGS, INC. | $2.7M | 30,838 | 0.00% | 20q | +61.7%+$1.0M |
| A4 Wealth Advisors LLC | $2.5M | 29,248 | 1.69% | new | NEW |
| ABOUND FINANCIAL, LLC | $2.1M | 24,334 | 0.85% | 7q | -1.5%-$33.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 22,453 | 0.00% | 24q | +5.6%+$103.3K |
| Merit Financial Group, LLC | $1.7M | 19,192 | 0.01% | 2q | HELD |
| STIFEL FINANCIAL CORP | $1.7M | 19,106 | 0.00% | 5q | -24.9%-$552.0K |
| ROYAL BANK OF CANADA | $1.4M | 15,779 | 0.00% | 14q | HELD |
| SAXON INTERESTS, INC. | $1.3M | 15,133 | 0.36% | 11q | HELD |
| Sanctuary Advisors, LLC | $1.3M | 14,532 | 0.01% | 3q | +34.2%+$322.6K |
| Hopwood Nicholas Hunter | $1.1M | 12,750 | 0.30% | 3q | +7.8%+$80.4K |
| Thrivent Financial for Lutherans | $1.1M | 12,246 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $922.7K | 10,584 | 0.00% | 4q | +41.4%+$270.0K |
| Cerity Partners LLC | $893.0K | 10,240 | 0.00% | 2q | +0.7%+$6.5K |
| CreativeOne Wealth, LLC | $845.9K | 9,703 | 0.02% | 4q | +1.2%+$9.8K |
| Private Advisor Group, LLC | $843.4K | 9,675 | 0.00% | 11q | +95.7%+$412.5K |
| UNIQUE WEALTH, LLC | $826.3K | 9,479 | 0.10% | 2q | +67.9%+$334.3K |
| VestGen Advisors, LLC | $716.8K | 8,222 | 0.02% | 4q | +0.5%+$3.6K |
| MORGAN STANLEY | $698.0K | 8,006 | 0.00% | 23q | +250.4%+$498.8K |
| MLG Wealth Management DBA Pine Grove Financial Group | $634.5K | 7,278 | 0.06% | 3q | +34.3%+$162.1K |
| MassMutual Private Wealth & Trust, FSB | $614.9K | 7,054 | 0.02% | 4q | -7.4%-$48.9K |
| Dominguez Wealth Management Solutions, Inc. | $576.2K | 6,610 | 0.32% | 15q | -8.0%-$49.9K |
| JANE STREET GROUP, LLC | $531.9K | 6,102 | 0.00% | 5q | -85.6%-$3.2M |
| IFP Advisors, Inc | $495.5K | 5,684 | 0.01% | 14q | +15.7%+$67.2K |
| Tidemark, LLC | $484.8K | 5,562 | 0.11% | 11q | -12.0%-$65.8K |
| Wayfinding Financial, LLC | $431.0K | 4,952 | 0.16% | 4q | +2.7%+$11.1K |
| Kingsview Wealth Management, LLC | $430.5K | 4,938 | 0.01% | 2q | +10.2%+$40.0K |
| Freedom Investment Management, Inc. | $401.2K | 4,602 | 0.11% | 11q | +5.5%+$20.8K |
| LAKE STREET PRIVATE WEALTH, LLC | $394.5K | 4,525 | 0.05% | 4q | -4.4%-$18.0K |
| Ascent Group, LLC | $385.8K | 4,426 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $383.4K | 4,399 | 0.00% | 13q | +257.9%+$276.3K |
| Concurrent Investment Advisors, LLC | $325.7K | 3,736 | 0.00% | 2q | +33.0%+$80.7K |
| Envestnet Portfolio Solutions, Inc. | $300.3K | 3,445 | 0.00% | new | NEW |
| Sequoia Financial Advisors, LLC | $296.0K | 3,395 | 0.00% | 15q | HELD |
| Elevation Wealth Management LLC | $292.4K | 3,354 | 0.22% | 3q | -1.7%-$5.1K |
| Gateway Wealth Partners, LLC | $270.3K | 3,101 | 0.02% | 3q | -53.9%-$316.2K |
| Integrated Wealth Concepts LLC | $264.3K | 3,032 | 0.00% | 4q | -21.6%-$72.8K |
| CITADEL ADVISORS LLC | $255.0K | 2,925 | 0.00% | 4q | -75.9%-$801.4K |
| Bedel Financial Consulting, Inc. | $252.7K | 2,899 | 0.02% | 6q | HELD |
| Amplius Wealth Advisors, LLC | $251.0K | 2,879 | 0.02% | 15q | -16.1%-$48.2K |
| FIRETHORN WEALTH PARTNERS, LLC | $217.5K | 2,495 | 0.07% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $211.2K | 2,501 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $205.4K | 2,356 | 0.01% | 4q | +17.3%+$30.3K |
| LUTS & GREENLEIGH GROUP, INC. | $201.1K | 2,307 | 0.15% | new | NEW |
| 3Chopt Investment Partners, LLC | $197.6K | 2,267 | 0.04% | 4q | -8.1%-$17.5K |
| GeoWealth Management, LLC | $189.6K | 2,175 | 0.01% | 4q | +1.6%+$3.1K |
| PRIVATE TRUST CO NA | $175.4K | 2,012 | 0.01% | 4q | +28.2%+$38.5K |
| Global Retirement Partners, LLC | $165.4K | 1,897 | 0.00% | 3q | +6.0%+$9.3K |
| RICHARDSON FINANCIAL SERVICES INC. | $119.6K | 1,372 | 0.07% | 4q | -5.2%-$6.5K |
| UBS Group AG | $97.8K | 1,122 | 0.00% | 2q | +181.9%+$63.1K |
| Capital Investment Advisory Services, LLC | $66.7K | 765 | 0.00% | 4q | -7.9%-$5.8K |
| WELLS FARGO & COMPANY/MN | $66.2K | 759 | 0.00% | 3q | +230.0%+$46.1K |
| Tripletail Wealth Management, LLC | $61.3K | 720 | 0.07% | 2q | -0.7% |
| Capital Analysts, LLC | $39.0K | 444 | 0.00% | 2q | +196.0%+$25.8K |
| Geneos Wealth Management Inc. | $30.4K | 349 | 0.00% | 4q | HELD |
| Cordgrass Capital Advisors, LLC | $21.6K | 248 | 0.01% | 3q | +17.5%+$3.2K |
| Transamerica Financial Advisors, LLC | $17.0K | 195 | 0.00% | 4q | HELD |
| UMB Bank, n.a. | $15.6K | 179 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $14.7K | 169 | 0.00% | 3q | -4.0% |
| Orion Capital Management LLC | $11.6K | 133 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $9.2K | 105 | 0.00% | 2q | HELD |
| Cornerstone Planning Group LLC | $7.3K | 88 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $3.6K | 41 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $3.6K | 41 | 0.00% | 6q | HELD |
| GODSEY & GIBB, INC | $3.4K | 39 | 0.00% | 3q | HELD |
| KERR FINANCIAL PLANNING Corp | $2.4K | 28 | 0.00% | 4q | HELD |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $175 | 2 | 0.00% | 4q | 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 | 23 | $25.0M | 298,712 | 3 | 9 | 7 | 0.0% |
| Q2 2026 | 90 | $392.6M | 4,513,507 | 9 | 41 | 23 | 0.0% |
| Q1 2026 | 90 | $301.4M | 4,069,105 | 19 | 40 | 21 | 0.0% |
| Q4 2025 | 82 | $214.9M | 2,929,666 | 18 | 31 | 23 | 0.0% |
| Q3 2025 | 67 | $224.2M | 2,977,912 | 29 | 19 | 12 | 0.0% |
| Q2 2025 | 39 | $115.5M | 1,616,993 | 8 | 8 | 15 | 0.0% |
| Q1 2025 | 34 | $73.7M | 1,162,514 | 3 | 5 | 18 | 0.0% |
| Q4 2024 | 36 | $102.6M | 1,643,724 | 2 | 19 | 6 | 0.0% |
| Q3 2024 | 38 | $103.1M | 1,531,748 | 5 | 13 | 11 | 0.0% |
| Q2 2024 | 35 | $91.0M | 1,412,619 | 1 | 13 | 9 | 0.0% |
| Q1 2024 | 38 | $80.5M | 1,279,260 | 2 | 21 | 7 | 0.0% |
| Q4 2023 | 40 | $64.4M | 1,104,675 | 7 | 10 | 17 | 0.0% |
| Q3 2023 | 34 | $63.4M | 1,180,652 | 5 | 10 | 12 | 0.0% |
| Q2 2023 | 32 | $63.7M | 1,077,440 | 5 | 18 | 4 | 0.0% |
| Q1 2023 | 31 | $63.6M | 1,093,764 | 6 | 14 | 8 | 0.0% |
| Q4 2022 | 26 | $34.1M | 649,624 | 10 | 6 | 7 | 0.0% |
| Q3 2022 | 25 | $31.3M | 663,207 | 4 | 9 | 6 | 0.0% |
| Q2 2022 | 27 | $39.2M | 756,245 | 3 | 11 | 8 | 0.0% |
| Q1 2022 | 31 | $46.8M | 751,600 | 10 | 9 | 8 | 0.0% |
| Q4 2021 | 32 | $29.1M | 378,183 | 8 | 14 | 2 | 0.0% |
| Q3 2021 | 25 | $19.7M | 257,071 | 5 | 11 | 6 | 0.0% |
| Q2 2021 | 20 | $26.1M | 333,467 | 3 | 8 | 5 | 0.0% |
| Q1 2021 | 20 | $90.6M | 1,244,926 | 10 | 6 | 3 | 0.0% |
| Q4 2020 | 10 | $24.0M | 329,039 | 5 | 3 | 1 | 0.0% |
| Q3 2020 | 8 | $21.7M | 338,886 | 6 | 1 | 1 | 0.0% |
| Q2 2020 | 3 | $16.6M | 292,406 | 3 | 0 | 0 | 0.0% |