DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JMEE)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
197
Reporting holders
$2.1B
Reported value
0.0%
Calls
0.0%
Puts
+19
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 | $757.9M | 9,782,654 | 0.04% | 17q | -7.0%-$57.1M |
| FMR LLC | $241.0M | 3,088,420 | 0.01% | 17q | +28.4%+$53.3M |
| LPL Financial LLC | $176.4M | 2,260,945 | 0.04% | 17q | +6.0%+$10.0M |
| Crestwood Advisors Group, LLC | $79.9M | 1,023,610 | 1.18% | 6q | +2.0%+$1.6M |
| Cetera Investment Advisers | $54.8M | 702,324 | 0.05% | 12q | +3.2%+$1.7M |
| Syntegra Private Wealth Group, LLC | $49.4M | 633,091 | 3.83% | 8q | +2.6%+$1.2M |
| JONES FINANCIAL COMPANIES LLLP | $47.8M | 618,478 | 0.02% | 10q | +34.6%+$12.3M |
| Bank of New York Mellon Corp | $45.3M | 580,188 | 0.01% | 4q | +3.1%+$1.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $44.6M | 571,576 | 0.70% | 6q | +3.0%+$1.3M |
| OSAIC HOLDINGS, INC. | $36.2M | 463,387 | 0.04% | 17q | +11.4%+$3.7M |
| RAYMOND JAMES FINANCIAL INC | $35.6M | 455,639 | 0.01% | 7q | +14.0%+$4.4M |
| Wagner Wealth Management, LLC | $34.3M | 440,073 | 6.35% | 16q | +2.0%+$674.6K |
| Meridian Financial Partners LLC | $26.6M | 347,624 | 9.07% | 6q | +2.9%+$740.8K |
| CGC Financial Services, LLC | $25.3M | 324,194 | 5.69% | 9q | -4.5%-$1.2M |
| VERUS CAPITAL PARTNERS, LLC | $21.7M | 278,665 | 1.18% | 8q | +2.2%+$474.4K |
| Advisory Resource Group | $20.2M | 258,935 | 3.04% | 8q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.1M | 231,431 | 0.01% | 17q | -10.2%-$2.0M |
| Retirement Management Systems Inc. | $17.8M | 228,395 | 3.65% | 3q | +6.1%+$1.0M |
| WealthPlan Investment Management, LLC | $17.5M | 224,405 | 0.87% | 5q | +13.9%+$2.1M |
| B & T Capital Management DBA Alpha Capital Management | $16.3M | 209,506 | 2.12% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.0M | 191,937 | 0.02% | 17q | +9.7%+$1.3M |
| ROYAL BANK OF CANADA | $14.8M | 190,278 | 0.00% | 17q | +3.3%+$472.3K |
| Bond & Devick Financial Network, Inc. | $14.3M | 182,754 | 3.51% | 15q | +4.2%+$571.3K |
| Kestra Advisory Services, LLC | $12.2M | 156,363 | 0.04% | 11q | +53.9%+$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | $11.2M | 143,634 | 0.00% | 11q | +3.0%+$323.7K |
| Macco Financial Group, Inc. | $10.8M | 138,964 | 7.04% | 3q | +30.0%+$2.5M |
| Tradition Wealth Management, LLC | $10.5M | 134,663 | 0.64% | 6q | +5.2%+$521.2K |
| STIFEL FINANCIAL CORP | $9.8M | 124,966 | 0.01% | 17q | +18.2%+$1.5M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $9.7M | 124,441 | 3.04% | 5q | +119.2%+$5.3M |
| Private Advisor Group, LLC | $9.6M | 123,055 | 0.04% | 13q | +14.5%+$1.2M |
| Scarborough Advisors, LLC | $9.3M | 121,721 | 1.07% | 7q | +21.7%+$1.7M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $9.2M | 117,476 | 0.44% | 11q | +18.9%+$1.5M |
| MML INVESTORS SERVICES, LLC | $9.1M | 117,247 | 0.02% | 8q | +27.9%+$2.0M |
| Integrated Wealth Concepts LLC | $8.6M | 110,138 | 0.06% | new | NEW |
| Concurrent Investment Advisors, LLC | $8.1M | 103,466 | 0.07% | 11q | +11.3%+$816.8K |
| Commonwealth Financial Services, LLC | $7.4M | 95,365 | 1.00% | new | NEW |
| Legacy Private Trust Co. | $7.0M | 90,326 | 0.39% | 7q | -3.2%-$230.3K |
| Stewardship Advisors, LLC | $7.0M | 89,802 | 1.46% | 10q | HELD |
| Lakeridge Wealth Management LLC | $6.4M | 82,410 | 2.36% | 11q | +0.9%+$56.2K |
| Modern Wealth Management, LLC | $6.3M | 81,030 | 0.08% | 3q | +39.1%+$1.8M |
| ASHTON THOMAS SECURITIES, LLC | $6.2M | 78,882 | 0.91% | 9q | +46.4%+$1.9M |
| Platform Technology Partners | $6.1M | 78,189 | 1.00% | 2q | +42.9%+$1.8M |
| Plan Group Financial, LLC | $6.0M | 77,375 | 1.24% | 4q | +27.2%+$1.3M |
| Kingsview Wealth Management, LLC | $5.7M | 72,790 | 0.07% | 2q | +54.3%+$2.0M |
| Allegheny Financial Group | $5.7M | 72,421 | 0.60% | 3q | +53.0%+$2.0M |
| NATIXIS ADVISORS, LLC | $5.0M | 64,586 | 0.01% | 3q | +149.7%+$3.0M |
| Destiny Wealth Partners, LLC | $4.8M | 62,829 | 0.68% | 15q | -4.9%-$248.7K |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.4M | 56,697 | 1.20% | 9q | -34.3%-$2.3M |
| Atlas Legacy Advisors, LLC | $4.3M | 54,691 | 0.63% | 6q | +3.4%+$140.8K |
| American Trust | $4.2M | 53,695 | 0.32% | 5q | -6.8%-$304.7K |
| MLG Wealth Management DBA Pine Grove Financial Group | $4.2M | 53,206 | 0.42% | 3q | -0.7%-$29.2K |
| Baird Financial Group, Inc. | $4.0M | 51,422 | 0.01% | 6q | +4.1%+$157.0K |
| Total Clarity Wealth Management, Inc. | $3.8M | 48,412 | 0.73% | 7q | +8.5%+$297.1K |
| Cambridge Investment Research Advisors, Inc. | $3.6M | 46,413 | 0.00% | 13q | +17.3%+$533.9K |
| UBS Group AG | $3.6M | 46,410 | 0.00% | 17q | -5.5%-$211.4K |
| Pinnacle Financial Partners, Inc. | $3.6M | 45,519 | 0.02% | 3q | +1.0%+$34.3K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $3.4M | 44,165 | 0.34% | 7q | +20.9%+$596.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 43,432 | 0.05% | new | NEW |
| GOLDMAN SACHS GROUP INC | $3.3M | 41,917 | 0.00% | new | NEW |
| Fifth Third Securities, Inc. | $3.1M | 40,140 | 0.18% | 9q | -1.5%-$48.0K |
| AMERIPRISE FINANCIAL INC | $3.1M | 40,086 | 0.00% | 7q | -2.2%-$69.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 40,052 | 0.00% | new | NEW |
| Curry Webb Wealth Management LLC | $3.1M | 39,874 | 1.29% | 3q | +10.0%+$284.0K |
| Planning Strategies Inc. | $3.1M | 39,448 | 1.92% | new | FIRST |
| SilverOak Wealth Management LLC | $3.0M | 38,225 | 0.38% | 3q | +26.3%+$621.5K |
| NATIONAL BANK OF CANADA /FI/ | $2.8M | 35,305 | 0.00% | 7q | -10.6%-$326.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.5M | 33,123 | 0.00% | 7q | +20.1%+$424.1K |
| DAYMARK WEALTH PARTNERS, LLC | $2.5M | 31,866 | 0.06% | 6q | +15.6%+$335.8K |
| Choice Wealth Advisors LLC | $2.5M | 31,697 | 0.87% | 9q | -12.4%-$350.0K |
| WealthPLAN Partners, LLC | $2.3M | 30,032 | 0.45% | 3q | +84.5%+$1.1M |
| Avestar Capital, LLC | $2.3M | 29,215 | 0.13% | 7q | +6.7%+$142.4K |
| Asset Allocation Strategies LLC | $2.3M | 29,154 | 0.35% | 8q | +3.9%+$84.5K |
| Fermata Advisors, LLC | $2.2M | 28,688 | 0.45% | 7q | -1.4%-$31.4K |
| IFG Advisory, LLC | $2.2M | 28,071 | 0.08% | 7q | +27153.4%+$2.2M |
| US BANCORP \DE\ | $2.1M | 26,902 | 0.00% | 17q | -6.1%-$136.8K |
| WBH ADVISORY INC | $2.1M | 26,481 | 0.14% | 5q | +1.3%+$26.7K |
| Ruggaard & Associates LLC | $2.1M | 26,476 | 0.74% | 14q | -2.9%-$61.2K |
| NewEdge Advisors, LLC | $2.1M | 26,401 | 0.01% | 10q | +21.9%+$370.7K |
| McLaughlin Asset Management, Inc. | $2.0M | 26,179 | 1.41% | 3q | +0.5%+$10.5K |
| WEST MICHIGAN ADVISORS, LLC | $1.9M | 24,689 | 0.37% | 10q | +5.8%+$106.3K |
| Fortitude Financial, LLC | $1.9M | 23,946 | 1.68% | 3q | HELD |
| Arete Wealth Advisors, LLC | $1.9M | 23,912 | 0.12% | 2q | +3.7%+$66.0K |
| Merit Financial Group, LLC | $1.9M | 23,839 | 0.01% | 11q | -1.6%-$29.6K |
| Rothschild Wealth LLC | $1.6M | 20,021 | 0.12% | 3q | -2.1%-$33.2K |
| Capital Advisors Wealth Management, LLC | $1.5M | 19,863 | 0.18% | 6q | -2.1%-$32.6K |
| BENJAMIN EDWARDS INC | $1.5M | 18,751 | 0.01% | 8q | HELD |
| Cordgrass Capital Advisors, LLC | $1.4M | 18,102 | 0.53% | 7q | HELD |
| MGO ONE SEVEN LLC | $1.3M | 17,005 | 0.02% | 8q | +8.9%+$107.9K |
| Keating Financial Advisory Services, Inc. | $1.3M | 16,177 | 0.17% | 3q | +79.0%+$557.3K |
| Global Retirement Partners, LLC | $1.2M | 15,442 | 0.02% | 13q | -7.8%-$101.9K |
| Independent Advisor Alliance | $1.2M | 15,393 | 0.03% | 2q | -94.6%-$20.9M |
| PAX Financial Group, LLC | $1.1M | 14,263 | 0.17% | 8q | +5.8%+$60.6K |
| United Advisor Group, LLC | $1.0M | 13,328 | 0.11% | 4q | -2.2%-$23.2K |
| Garden State Investment Advisory Services LLC | $981.1K | 12,573 | 0.18% | 4q | +209.8%+$664.3K |
| Summit Wealth Partners, LLC | $895.4K | 11,475 | 0.13% | 9q | HELD |
| Western Wealth Management, LLC | $887.5K | 11,374 | 0.03% | 7q | -1.3%-$11.5K |
| ROCKLAND TRUST CO | $844.4K | 10,821 | 0.03% | 16q | +18.1%+$129.7K |
| Harbor Asset Planning, Inc. | $781.0K | 10,008 | 0.59% | 5q | +2.4%+$18.1K |
| MTM FINANCIAL GROUP, LLC | $756.9K | 9,700 | 0.32% | 4q | +18.9%+$120.3K |
| Heritage Wealth Management, Inc. | $738.6K | 9,466 | 0.18% | 6q | +5.0%+$35.5K |
Showing the largest 100 of 197 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 | 71 | $349.1M | 4,738,532 | 4 | 31 | 13 | 0.0% |
| Q2 2026 | 197 | $2.1B | 27,636,911 | 27 | 85 | 44 | 0.0% |
| Q1 2026 | 178 | $1.9B | 28,496,027 | 16 | 83 | 46 | 0.0% |
| Q4 2025 | 176 | $1.6B | 24,739,662 | 26 | 75 | 42 | 0.0% |
| Q3 2025 | 151 | $2.2B | 34,182,453 | 18 | 65 | 45 | 0.0% |
| Q2 2025 | 145 | $1.4B | 23,431,096 | 16 | 71 | 38 | 0.0% |
| Q1 2025 | 150 | $1.3B | 22,645,772 | 22 | 71 | 32 | 0.0% |
| Q4 2024 | 148 | $1.2B | 19,694,877 | 35 | 60 | 22 | 0.0% |
| Q3 2024 | 113 | $1.7B | 27,620,256 | 22 | 50 | 14 | 0.0% |
| Q2 2024 | 95 | $1.4B | 25,320,160 | 18 | 36 | 20 | 0.0% |
| Q1 2024 | 82 | $1.5B | 24,811,413 | 21 | 32 | 17 | 0.0% |
| Q4 2023 | 66 | $1.4B | 26,171,147 | 13 | 24 | 15 | 0.0% |
| Q3 2023 | 51 | $666.2M | 13,747,063 | 9 | 18 | 8 | 0.0% |
| Q2 2023 | 44 | $686.4M | 13,680,967 | 8 | 14 | 11 | 0.0% |
| Q1 2023 | 40 | $647.0M | 13,490,187 | 7 | 12 | 10 | 0.0% |
| Q4 2022 | 39 | $630.2M | 13,686,937 | 9 | 9 | 11 | 0.0% |
| Q3 2022 | 33 | $622.4M | 14,019,223 | 9 | 7 | 10 | 0.0% |
| Q2 2022 | 31 | $652.7M | 14,245,747 | 30 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $22.0K | 464 | 1 | 0 | 0 | 0.0% |