DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JIVE)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
219
Reporting holders
$2.5B
Reported value
0.0%
Calls
0.0%
Puts
+34
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 | $449.9M | 4,892,554 | 0.10% | 8q | +65.6%+$178.2M |
| ENVESTNET ASSET MANAGEMENT INC | $240.3M | 2,612,993 | 0.06% | 8q | +65.6%+$95.2M |
| RiverFront Investment Group, LLC | $221.7M | 2,410,748 | 2.93% | 8q | +56.8%+$80.3M |
| RAYMOND JAMES FINANCIAL INC | $150.0M | 1,631,463 | 0.04% | 7q | +99.0%+$74.6M |
| BANK OF AMERICA CORP /DE/ | $120.7M | 1,312,600 | 0.01% | 4q | +12.6%+$13.5M |
| Cambridge Investment Research Advisors, Inc. | $93.6M | 1,018,154 | 0.11% | 6q | +232.3%+$65.4M |
| OSAIC HOLDINGS, INC. | $92.9M | 1,010,651 | 0.11% | 8q | +14.5%+$11.7M |
| JONES FINANCIAL COMPANIES LLLP | $71.3M | 778,421 | 0.03% | 4q | +104.0%+$36.3M |
| MML INVESTORS SERVICES, LLC | $69.1M | 751,691 | 0.14% | 5q | +139.2%+$40.2M |
| Janney Montgomery Scott LLC | $67.7M | 736,762 | 0.13% | 8q | +37.3%+$18.4M |
| ROYAL BANK OF CANADA | $61.3M | 666,422 | 0.01% | 8q | +39.7%+$17.4M |
| Private Advisor Group, LLC | $58.6M | 636,925 | 0.27% | 5q | +103.0%+$29.7M |
| Cetera Investment Advisers | $53.2M | 578,611 | 0.05% | 7q | +13.4%+$6.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $29.0M | 315,799 | 0.04% | 6q | +31.3%+$6.9M |
| Grant Street Asset Management, Inc. | $26.7M | 290,616 | 4.38% | new | NEW |
| GREENWOOD GEARHART LLC | $24.8M | 270,228 | 1.16% | new | NEW |
| Cooper Financial Group | $23.3M | 253,083 | 1.93% | new | NEW |
| JPMORGAN CHASE & CO | $23.2M | 253,072 | 0.00% | 5q | +22.8%+$4.3M |
| Vestmark Advisory Solutions, Inc. | $21.5M | 234,138 | 0.20% | 4q | HELD |
| FLOW TRADERS U.S. LLC | $20.3M | 221,227 | 0.84% | new | NEW |
| Archer Investment Corp | $19.9M | 216,514 | 1.93% | 3q | +120.2%+$10.9M |
| JANE STREET GROUP, LLC | $19.4M | 210,487 | 0.00% | 11q | +584.7%+$16.5M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.1M | 208,216 | 0.01% | 3q | +4.0%+$739.0K |
| Lineweaver Wealth Advisors, LLC | $17.7M | 192,301 | 2.09% | 5q | +3.8%+$654.8K |
| Lido Advisors, LLC | $15.8M | 172,098 | 0.04% | 3q | -65.3%-$29.8M |
| Pine Valley Investments Ltd Liability Co | $15.6M | 169,449 | 0.62% | 3q | +10.3%+$1.5M |
| Aspire Capital Advisors LLC | $15.5M | 168,752 | 3.02% | 2q | +28.1%+$3.4M |
| Pallas Capital Advisors LLC | $14.2M | 153,994 | 0.44% | 4q | +6.6%+$870.9K |
| AVAII WEALTH MANAGEMENT, LLC | $14.1M | 153,298 | 4.14% | 5q | +6.1%+$815.3K |
| VERUS CAPITAL PARTNERS, LLC | $13.7M | 148,795 | 0.74% | 7q | +3.2%+$417.8K |
| N.E.W. Advisory Services LLC | $13.2M | 143,330 | 0.88% | 5q | +3.5%+$446.3K |
| Kestra Advisory Services, LLC | $13.1M | 142,495 | 0.04% | 4q | +10.6%+$1.3M |
| TD Waterhouse Canada Inc. | $12.7M | 139,660 | 0.03% | 2q | +36.4%+$3.4M |
| ASSETMARK, INC | $11.5M | 124,719 | 0.02% | 4q | -3.3%-$393.9K |
| Oak Barrel Wealth Advisory LLC | $10.7M | 116,833 | 4.74% | 2q | +143.5%+$6.3M |
| KWB Wealth | $10.2M | 110,823 | 0.87% | 3q | +25.8%+$2.1M |
| Modus Advisors, LLC | $10.0M | 109,194 | 2.48% | 3q | +1.8%+$178.9K |
| SSI INVESTMENT MANAGEMENT LLC | $10.0M | 108,997 | 0.58% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $9.1M | 99,081 | 0.20% | 5q | +13.2%+$1.1M |
| Cornerstone Wealth Management, LLC | $8.5M | 92,398 | 0.37% | 4q | -17.8%-$1.8M |
| STIFEL FINANCIAL CORP | $8.5M | 92,122 | 0.01% | 7q | +27.9%+$1.8M |
| Plan Group Financial, LLC | $8.3M | 89,917 | 1.70% | 4q | +27.7%+$1.8M |
| HighTower Advisors, LLC | $8.3M | 89,735 | 0.01% | 3q | +20.8%+$1.4M |
| NATIXIS ADVISORS, LLC | $7.9M | 86,148 | 0.01% | 3q | +108.4%+$4.1M |
| MENORA MIVTACHIM HOLDINGS LTD. | $7.7M | 83,777 | 0.03% | 2q | HELD |
| PFG Advisors | $7.5M | 81,689 | 0.38% | 3q | +17.1%+$1.1M |
| Farther Finance Advisors, LLC | $7.3M | 78,847 | 0.06% | 4q | +9893.3%+$7.2M |
| Rehmann Capital Advisory Group | $7.2M | 77,931 | 0.33% | 3q | +17.4%+$1.1M |
| Saxony Capital Management, LLC | $7.1M | 77,538 | 3.27% | 4q | +19.5%+$1.2M |
| Steward Partners Investment Advisory, LLC | $7.1M | 77,095 | 0.04% | 3q | +68.5%+$2.9M |
| Walkner Condon Financial Advisors LLC | $6.8M | 74,491 | 0.79% | 6q | +17.3%+$1.0M |
| Wayfinding Financial, LLC | $6.5M | 70,316 | 2.45% | 5q | -0.9%-$61.8K |
| Robertson Stephens Wealth Management, LLC | $6.4M | 69,258 | 0.16% | 3q | +28.4%+$1.4M |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | $6.3M | 68,957 | 0.73% | 2q | +13.1%+$736.1K |
| WESPAC Advisors SoCal, LLC | $6.3M | 68,788 | 1.13% | 2q | +3.8%+$233.6K |
| Wealthcare Advisory Partners LLC | $6.2M | 67,325 | 0.12% | new | NEW |
| TKG Advisors, LLC | $6.1M | 66,219 | 2.12% | 3q | +4.0%+$231.8K |
| Geneos Wealth Management Inc. | $5.6M | 60,596 | 0.11% | 4q | +135.1%+$3.2M |
| MGO ONE SEVEN LLC | $5.3M | 57,815 | 0.09% | 5q | +73.7%+$2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.1M | 55,493 | 0.00% | 2q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $4.8M | 52,428 | 0.07% | 5q | +1.1%+$51.3K |
| Central Pacific Bank - Trust Division | $4.7M | 50,625 | 0.47% | new | NEW |
| Equitable Holdings, Inc. | $4.6M | 50,198 | 0.03% | 4q | -42.4%-$3.4M |
| CreativeOne Wealth, LLC | $4.6M | 49,485 | 0.10% | 4q | +20.6%+$777.7K |
| Concurrent Investment Advisors, LLC | $4.5M | 48,959 | 0.04% | 2q | +89.8%+$2.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 47,724 | 0.01% | 5q | +7.5%+$312.2K |
| WESPAC Advisors, LLC | $4.3M | 46,528 | 2.09% | 5q | -14.8%-$744.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2M | 45,147 | 0.20% | 2q | HELD |
| G&S Capital LLC | $4.1M | 45,007 | 1.20% | 3q | +2.1%+$86.5K |
| Envestnet Portfolio Solutions, Inc. | $4.1M | 44,113 | 0.02% | new | NEW |
| RETIREMENT GUYS FORMULA LLC | $4.0M | 43,842 | 1.52% | 2q | +1.8%+$70.8K |
| Nikulski Financial, Inc. | $4.0M | 43,672 | 0.87% | 3q | +6.7%+$250.5K |
| Base Wealth Management LLC | $4.0M | 43,304 | 1.85% | 2q | +0.9%+$36.7K |
| TRUIST FINANCIAL CORP | $4.0M | 42,959 | 0.00% | 8q | +68.6%+$1.6M |
| Integrated Wealth Concepts LLC | $3.8M | 40,859 | 0.02% | 4q | +878.9%+$3.4M |
| Cardinal Strategic Wealth Guidance | $3.6M | 39,687 | 0.83% | new | NEW |
| Comprehensive Financial Planning, Inc./PA | $3.6M | 39,555 | 1.94% | 5q | +5.4%+$187.5K |
| OBSIDIAN CIO, LLC | $3.6M | 39,333 | 2.69% | 9q | -1.9%-$69.0K |
| Emerald Advisors, LLC | $3.4M | 37,225 | 0.43% | 3q | +21.4%+$604.4K |
| BENJAMIN EDWARDS INC | $3.4M | 36,679 | 0.03% | 7q | +1.1%+$38.1K |
| KINGSWOOD WEALTH ADVISORS, LLC | $3.2M | 34,484 | 0.13% | 2q | +3.3%+$100.3K |
| PARK AVENUE SECURITIES LLC | $3.1M | 33,300 | 0.02% | 4q | -2.8%-$87.8K |
| Savvy Advisors, Inc. | $2.9M | 31,706 | 0.06% | new | NEW |
| Sigma Planning Corp | $2.7M | 28,876 | 0.07% | 5q | +0.6%+$15.7K |
| Delta Investment Management, LLC | $2.6M | 27,995 | 0.42% | 2q | -7.0%-$192.3K |
| &PARTNERS | $2.5M | 27,625 | 0.01% | 3q | +57.8%+$930.2K |
| Arax Advisory Partners | $2.5M | 27,556 | 0.02% | new | NEW |
| Waverly Advisors, LLC | $2.5M | 27,240 | 0.01% | new | NEW |
| CIBC WORLD MARKET INC. | $2.4M | 26,547 | 0.00% | 2q | -37.4%-$1.5M |
| Mariner, LLC | $2.4M | 26,065 | 0.00% | 4q | -0.8%-$18.4K |
| Focus Financial Network, Inc. | $2.2M | 23,507 | 0.07% | 4q | +0.5%+$10.8K |
| Gladstone Institutional Advisory LLC | $2.1M | 23,179 | 0.07% | 2q | +18.0%+$324.5K |
| Sanctuary Advisors, LLC | $2.1M | 22,415 | 0.01% | 2q | +232.5%+$1.4M |
| Boyer Financial Services, Inc. | $2.1M | 22,235 | 1.73% | new | NEW |
| Kaizen Financial Strategies | $2.0M | 21,960 | 0.65% | 2q | +29.2%+$453.2K |
| Arkadios Wealth Advisors | $1.9M | 21,090 | 0.03% | 2q | +25.9%+$398.3K |
| Paradigm, Strategies in Wealth Management, LLC | $1.8M | 19,834 | 1.11% | 2q | +195.9%+$1.2M |
| Evernest Financial Advisors, LLC | $1.8M | 19,625 | 0.38% | 2q | +41.1%+$525.5K |
| OLD MISSION CAPITAL LLC | $1.8M | 19,406 | 0.03% | 5q | -68.0%-$3.8M |
| Belpointe Asset Management LLC | $1.6M | 17,845 | 0.05% | new | NEW |
Showing the largest 100 of 219 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 | 92 | $335.8M | 3,532,520 | 19 | 48 | 14 | 0.0% |
| Q2 2026 | 219 | $2.5B | 27,320,325 | 46 | 121 | 32 | 0.0% |
| Q1 2026 | 185 | $1.5B | 18,017,996 | 60 | 92 | 21 | 0.0% |
| Q4 2025 | 138 | $920.7M | 11,468,765 | 44 | 59 | 21 | 0.0% |
| Q3 2025 | 93 | $697.3M | 9,252,794 | 41 | 34 | 10 | 0.0% |
| Q2 2025 | 57 | $424.4M | 6,123,438 | 30 | 23 | 3 | 0.0% |
| Q1 2025 | 34 | $146.5M | 2,368,733 | 9 | 15 | 4 | 0.0% |
| Q4 2024 | 29 | $103.2M | 1,870,792 | 10 | 7 | 7 | 0.0% |
| Q3 2024 | 20 | $114.5M | 1,911,029 | 16 | 3 | 1 | 0.0% |
| Q2 2024 | 4 | $36.1M | 648,667 | 1 | 1 | 2 | 0.0% |
| Q1 2024 | 3 | $23.9M | 438,540 | 0 | 1 | 1 | 0.0% |
| Q4 2023 | 3 | $22.6M | 445,648 | 1 | 1 | 1 | 0.0% |
| Q3 2023 | 2 | $11.9M | 249,512 | 2 | 0 | 0 | 0.0% |