DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JIRE)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
353
Reporting holders
$10.0B
Reported value
0.0%
Calls
0.0%
Puts
+8
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 | $4.7B | 56,628,680 | 0.26% | 17q | -0.5%-$24.4M |
| LPL Financial LLC | $550.0M | 6,667,205 | 0.12% | 17q | +3.5%+$18.8M |
| FMR LLC | $307.3M | 3,725,312 | 0.01% | 17q | +5.6%+$16.2M |
| ENVESTNET ASSET MANAGEMENT INC | $264.7M | 3,208,978 | 0.06% | 17q | +3.5%+$8.9M |
| EASTERN BANK | $189.2M | 2,293,479 | 2.90% | 5q | +12.8%+$21.5M |
| MML INVESTORS SERVICES, LLC | $165.0M | 2,000,314 | 0.34% | 17q | +15.7%+$22.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $155.9M | 1,889,756 | 0.20% | 17q | +5.8%+$8.5M |
| RAYMOND JAMES FINANCIAL INC | $152.5M | 1,848,441 | 0.04% | 7q | +14.5%+$19.3M |
| FACTORY MUTUAL INSURANCE CO | $137.9M | 1,671,130 | 1.30% | 3q | HELD |
| Dynasty Wealth Management, LLC | $132.5M | 1,606,508 | 0.98% | 6q | +10.3%+$12.4M |
| Janney Montgomery Scott LLC | $129.9M | 1,574,842 | 0.25% | 14q | +6.1%+$7.5M |
| Lido Advisors, LLC | $127.5M | 1,545,466 | 0.35% | 4q | +2237.4%+$122.0M |
| ASSETMARK, INC | $115.0M | 1,394,660 | 0.20% | 17q | -5.9%-$7.2M |
| Cetera Investment Advisers | $109.2M | 1,323,787 | 0.10% | 15q | +3.2%+$3.4M |
| Bogart Wealth, LLC | $103.0M | 1,248,235 | 3.53% | 13q | +2.4%+$2.4M |
| Vestmark Advisory Solutions, Inc. | $100.3M | 1,215,609 | 0.94% | 10q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $99.5M | 1,206,292 | 1.53% | 6q | +8.7%+$8.0M |
| Cambridge Investment Research Advisors, Inc. | $86.2M | 1,044,972 | 0.10% | 17q | +109.1%+$45.0M |
| Invesco Ltd. | $75.7M | 918,000 | 0.01% | 6q | HELD |
| Conservest Capital Advisors, Inc. | $75.5M | 915,678 | 6.01% | 7q | HELD |
| Hughes Financial Services, LLC | $74.8M | 907,369 | 9.92% | 7q | +6.2%+$4.4M |
| OSAIC HOLDINGS, INC. | $70.9M | 860,002 | 0.08% | 17q | +24.3%+$13.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $69.5M | 842,940 | 1.10% | 11q | +3.7%+$2.5M |
| Richard P Slaughter Associates Inc | $65.3M | 791,687 | 12.80% | 12q | +2.4%+$1.6M |
| New England Professional Planning Group Inc. | $62.8M | 761,909 | 23.46% | 8q | -2.0%-$1.3M |
| Private Advisor Group, LLC | $61.8M | 748,700 | 0.28% | 14q | -21.2%-$16.6M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $61.5M | 745,277 | 0.81% | 12q | +4.4%+$2.6M |
| JONES FINANCIAL COMPANIES LLLP | $58.9M | 725,716 | 0.02% | 11q | +17.2%+$8.6M |
| Pure Financial Advisors, LLC | $53.2M | 644,750 | 0.68% | 6q | -1.4%-$766.3K |
| AMERIPRISE FINANCIAL INC | $49.7M | 603,856 | 0.01% | 6q | +5.5%+$2.6M |
| DAYMARK WEALTH PARTNERS, LLC | $48.9M | 592,253 | 1.19% | 5q | +20.8%+$8.4M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $41.8M | 506,500 | 2.98% | 8q | +1.3%+$537.5K |
| CUTLER INVESTMENT COUNSEL LLC | $39.6M | 480,390 | 3.73% | 8q | +2.8%+$1.1M |
| LEVEL FOUR ADVISORY SERVICES, LLC | $38.6M | 467,614 | 1.09% | 13q | +1.3%+$486.1K |
| Modern Wealth Management, LLC | $38.2M | 463,659 | 0.46% | 4q | -1.1%-$406.6K |
| KELLY FINANCIAL GROUP LLC | $37.9M | 459,051 | 8.41% | 2q | -7.5%-$3.1M |
| WealthPlan Investment Management, LLC | $36.0M | 436,465 | 1.79% | 5q | +19.8%+$5.9M |
| OLD MISSION CAPITAL LLC | $35.2M | 426,403 | 0.56% | new | NEW |
| Pallas Capital Advisors LLC | $34.7M | 421,018 | 1.07% | 16q | +7.1%+$2.3M |
| HighPoint Advisor Group LLC | $33.6M | 406,840 | 1.18% | 3q | -26.8%-$12.3M |
| Francis Financial, Inc. | $32.7M | 396,161 | 5.35% | 7q | +1.4%+$443.6K |
| EdgeRock Capital LLC | $31.2M | 378,709 | 7.08% | 6q | +4.5%+$1.3M |
| Madison Asset Management, LLC | $30.6M | 371,195 | 0.37% | 4q | +10.7%+$3.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | $30.1M | 365,229 | 0.65% | 8q | +18.5%+$4.7M |
| National Philanthropic Trust | $29.0M | 352,131 | 0.42% | 11q | -14.3%-$4.8M |
| Kendall Capital Management | $28.9M | 349,767 | 4.81% | 8q | +4.5%+$1.2M |
| ROYAL BANK OF CANADA | $28.7M | 348,086 | 0.00% | 17q | +17.3%+$4.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 333,887 | 0.01% | 16q | +14.0%+$3.4M |
| Thrivent Financial for Lutherans | $27.0M | 327,267 | 0.05% | 4q | +7.9%+$2.0M |
| SAX WEALTH ADVISORS, LLC | $26.6M | 351,683 | 1.08% | 7q | +8.7%+$2.1M |
| Elk River Wealth Management LLC | $26.6M | 322,334 | 4.24% | 10q | -13.3%-$4.1M |
| SOUTHERN FARM BUREAU LIFE INSURANCE | $26.6M | 322,180 | 2.54% | 9q | HELD |
| Bluespring Wealth Management, LLC | $25.5M | 309,337 | 0.49% | new | NEW |
| Choice Wealth Advisors LLC | $25.2M | 305,647 | 8.85% | 9q | +1.0%+$237.8K |
| Integrated Wealth Concepts LLC | $24.4M | 295,486 | 0.16% | 17q | -11.2%-$3.1M |
| Rockefeller Capital Management L.P. | $24.3M | 294,898 | 0.04% | 12q | HELD |
| Tradition Wealth Management, LLC | $24.0M | 290,502 | 1.46% | 8q | +4.9%+$1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.7M | 287,036 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $22.9M | 277,196 | 0.00% | 17q | -9.8%-$2.5M |
| Badgley Phelps Wealth Managers, LLC | $21.6M | 261,833 | 0.38% | 5q | +1.8%+$391.7K |
| EP Wealth Advisors, LLC | $21.1M | 255,786 | 0.08% | 4q | -1.8%-$379.5K |
| Family Investment Center, Inc. | $20.6M | 250,069 | 3.43% | 12q | -8.9%-$2.0M |
| WELLS FARGO & COMPANY/MN | $20.1M | 243,818 | 0.00% | 11q | +3.2%+$615.1K |
| MLG Wealth Management DBA Pine Grove Financial Group | $19.9M | 241,190 | 2.01% | 3q | +10.7%+$1.9M |
| Mascoma Wealth Management LLC | $18.7M | 226,552 | 3.47% | 6q | +5.9%+$1.0M |
| Navigation Group, LLC | $18.4M | 222,982 | 3.58% | 2q | +1.2%+$214.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.9M | 204,717 | 0.00% | 5q | +2084.1%+$16.1M |
| CITADEL ADVISORS LLC | $16.9M | 204,582 | 0.00% | 8q | -39.6%-$11.1M |
| Equitable Holdings, Inc. | $15.6M | 191,388 | 0.09% | 7q | HELD |
| UNIQUE WEALTH, LLC | $15.6M | 188,631 | 1.81% | 6q | +32.0%+$3.8M |
| Bryant Woods Investment Advisors, LLC | $13.5M | 164,127 | 3.77% | 8q | +8.8%+$1.1M |
| PARK AVENUE SECURITIES LLC | $13.2M | 160,539 | 0.08% | 17q | -8.0%-$1.2M |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $12.9M | 156,154 | 1.75% | 6q | +6.4%+$770.2K |
| BANK OF AMERICA CORP /DE/ | $12.5M | 151,733 | 0.00% | 12q | -10.0%-$1.4M |
| ForthRight Wealth Management, LLC | $11.5M | 139,694 | 2.95% | 5q | +14.9%+$1.5M |
| GREENWOOD CAPITAL ASSOCIATES LLC | $11.5M | 139,052 | 1.13% | 7q | +6.6%+$712.3K |
| Fulton Bank, N.A. | $11.4M | 137,763 | 0.35% | 2q | +65.0%+$4.5M |
| Galvin, Gaustad & Stein, LLC | $11.2M | 136,116 | 0.83% | 10q | +6.3%+$665.6K |
| Sanctuary Advisors, LLC | $11.2M | 135,563 | 0.05% | 8q | +629.3%+$9.6M |
| Providence Financial Advisors, LLC | $10.9M | 131,791 | 6.18% | 4q | +9.7%+$959.3K |
| Perigon Wealth Management, LLC | $10.7M | 130,066 | 0.17% | 2q | +7.5%+$746.5K |
| SIMA Wealth Partners, LLC | $10.5M | 127,757 | 7.47% | 9q | -1.8%-$189.9K |
| MN Wealth Advisors, LLC | $10.1M | 123,012 | 4.32% | 10q | +9.4%+$872.3K |
| KINTRA WEALTH, LLC | $10.0M | 116,543 | 0.52% | new | NEW |
| First National Bank of Mount Dora, Trust Investment Services | $9.6M | 116,071 | 1.92% | 2q | +4.8%+$442.6K |
| Wagner Wealth Management, LLC | $9.4M | 114,165 | 1.74% | 10q | +1.5%+$135.9K |
| ARQ WEALTH ADVISORS, LLC | $8.9M | 107,579 | 1.10% | 10q | +66.6%+$3.6M |
| Base Wealth Management LLC | $8.4M | 101,496 | 3.89% | 5q | +4.9%+$389.7K |
| Etesian Wealth Advisors, Inc. | $8.3M | 100,509 | 2.45% | 10q | +0.5%+$44.6K |
| STIFEL FINANCIAL CORP | $7.8M | 94,221 | 0.01% | 5q | +11.5%+$800.5K |
| Investors Portfolio Services LLC | $7.6M | 92,647 | 5.83% | 3q | +17.7%+$1.1M |
| Centerline Wealth Advisors, LLC | $7.5M | 90,672 | 2.34% | 5q | +2.1%+$157.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $6.9M | 83,410 | 0.11% | 5q | +17.6%+$1.0M |
| GOLDMAN SACHS GROUP INC | $6.9M | 83,272 | 0.00% | new | NEW |
| Kaizen Financial Strategies | $6.7M | 81,885 | 2.17% | 6q | -7.1%-$512.8K |
| MAGNOLIA CAPITAL ADVISORS LLC | $6.5M | 79,235 | 1.12% | 2q | +9.6%+$573.4K |
| Merited Wealth, LLC | $6.5M | 78,836 | 4.60% | 3q | +114.8%+$3.5M |
| OpenArc Corporate Advisory, LLC | $6.3M | 76,802 | 0.08% | 3q | +31.3%+$1.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.3M | 76,370 | 0.01% | 12q | -5.0%-$329.5K |
| Ascent Group, LLC | $6.2M | 75,733 | 0.19% | 17q | -4.7%-$309.9K |
Showing the largest 100 of 353 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 | 135 | $1.4B | 16,712,808 | 14 | 58 | 39 | 0.0% |
| Q2 2026 | 353 | $10.0B | 121,950,678 | 33 | 168 | 90 | 0.0% |
| Q1 2026 | 345 | $9.0B | 120,829,312 | 49 | 164 | 87 | 0.0% |
| Q4 2025 | 314 | $9.3B | 124,184,740 | 49 | 152 | 56 | 0.0% |
| Q3 2025 | 269 | $12.8B | 174,172,249 | 53 | 146 | 38 | 0.0% |
| Q2 2025 | 232 | $7.3B | 103,035,812 | 50 | 115 | 38 | 0.0% |
| Q1 2025 | 191 | $6.2B | 97,646,153 | 45 | 77 | 58 | 0.0% |
| Q4 2024 | 165 | $5.8B | 99,703,158 | 24 | 82 | 29 | 0.0% |
| Q3 2024 | 154 | $10.1B | 153,078,880 | 43 | 65 | 29 | 0.0% |
| Q2 2024 | 124 | $9.3B | 147,946,541 | 24 | 67 | 15 | 0.0% |
| Q1 2024 | 115 | $8.9B | 142,665,767 | 39 | 50 | 17 | 0.0% |
| Q4 2023 | 83 | $9.8B | 167,756,400 | 20 | 38 | 15 | 0.0% |
| Q3 2023 | 68 | $4.5B | 82,825,932 | 14 | 24 | 22 | 0.0% |
| Q2 2023 | 64 | $4.9B | 86,299,719 | 14 | 18 | 26 | 0.0% |
| Q1 2023 | 58 | $4.9B | 88,317,996 | 11 | 20 | 19 | 0.0% |
| Q4 2022 | 61 | $4.3B | 85,970,838 | 22 | 9 | 24 | 0.0% |
| Q3 2022 | 43 | $4.6B | 104,639,060 | 11 | 19 | 8 | 0.0% |
| Q2 2022 | 42 | $4.7B | 98,271,224 | 41 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $29.0K | 606 | 1 | 0 | 0 | 0.0% |