DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JMHI)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
65
Reporting holders
$125.7M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $22.1M | 435,612 | 0.02% | 10q | -0.7%-$165.1K |
| LPL Financial LLC | $9.5M | 186,755 | 0.00% | 12q | +30.5%+$2.2M |
| Capital Asset Advisory Services LLC | $8.1M | 160,435 | 0.29% | 2q | -3.1%-$260.3K |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.1M | 160,435 | 0.13% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $5.5M | 109,026 | 0.00% | 9q | +14.7%+$707.5K |
| SEEDS INVESTOR LLC | $4.7M | 93,682 | 0.49% | 7q | +2.8%+$130.1K |
| Stewardship Advisors, LLC | $4.7M | 92,022 | 0.97% | 2q | +10.8%+$454.2K |
| Prentice Wealth Management LLC | $4.4M | 86,116 | 0.90% | 11q | -20.5%-$1.1M |
| UBS Group AG | $4.2M | 82,582 | 0.00% | 12q | +15.8%+$569.5K |
| GGM Financial LLC | $3.1M | 60,854 | 1.17% | 6q | +9.0%+$253.5K |
| AdvisorNet Financial, Inc | $3.0M | 59,803 | 0.14% | 9q | +2.6%+$77.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 58,611 | 0.00% | 12q | -11.6%-$390.3K |
| JPMORGAN CHASE & CO | $2.9M | 57,883 | 0.00% | 12q | +7.8%+$213.2K |
| BOYUM WEALTH ARCHITECTS LLC | $2.9M | 56,979 | 1.14% | 5q | +0.5%+$14.6K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.8M | 55,860 | 0.00% | 12q | -19.9%-$703.5K |
| ROYAL BANK OF CANADA | $2.7M | 52,998 | 0.00% | 12q | -8.3%-$242.6K |
| OSAIC HOLDINGS, INC. | $2.5M | 49,382 | 0.00% | 12q | +91.3%+$1.2M |
| RAYMOND JAMES FINANCIAL INC | $2.3M | 44,975 | 0.00% | 7q | +4.9%+$106.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 44,749 | 0.00% | 6q | +48.3%+$731.0K |
| Investment Planning Advisors, Inc. | $1.8M | 35,846 | 0.42% | 9q | -2.8%-$51.9K |
| NewEdge Advisors, LLC | $1.7M | 32,834 | 0.00% | 9q | +9.3%+$141.4K |
| Integrated Wealth Concepts LLC | $1.6M | 31,357 | 0.01% | 2q | -0.6%-$10.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 30,500 | 0.00% | 12q | +25.7%+$315.3K |
| Elequin Capital, LP | $1.4M | 27,187 | 0.04% | new | NEW |
| Walkner Condon Financial Advisors LLC | $1.4M | 26,718 | 0.16% | 6q | +14.3%+$169.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 25,583 | 0.00% | 4q | +47.7%+$418.1K |
| JANE STREET GROUP, LLC | $1.3M | 25,126 | 0.00% | 11q | -50.9%-$1.3M |
| Tower Research Capital LLC (TRC) | $1.2M | 23,257 | 0.03% | new | NEW |
| Kestra Advisory Services, LLC | $984.6K | 19,447 | 0.00% | 9q | -3.0%-$30.7K |
| Concurrent Investment Advisors, LLC | $890.3K | 17,584 | 0.01% | 2q | +2.2%+$18.9K |
| Private Wealth Asset Management, LLC | $841.6K | 16,621 | 0.08% | 2q | HELD |
| Janney Montgomery Scott LLC | $789.0K | 15,585 | 0.00% | 4q | +8.7%+$63.4K |
| Connecticut Capital Management Group, LLC | $777.1K | 15,348 | 0.63% | 3q | +4.6%+$34.1K |
| Equitable Holdings, Inc. | $693.9K | 13,704 | 0.00% | 2q | HELD |
| IHT Wealth Management, LLC | $673.4K | 13,300 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $668.0K | 13,193 | 0.00% | 3q | +17.9%+$101.3K |
| NATIXIS ADVISORS, LLC | $658.0K | 12,997 | 0.00% | new | NEW |
| Financial Insights, Inc. | $503.6K | 9,946 | 0.13% | 4q | +6.8%+$32.3K |
| StoneX Group Inc. | $460.4K | 9,170 | 0.02% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $442.7K | 8,744 | 0.02% | 4q | +14.5%+$56.1K |
| Keating Financial Advisory Services, Inc. | $411.3K | 8,124 | 0.05% | 3q | +8.1%+$30.7K |
| Private Advisor Group, LLC | $411.2K | 8,120 | 0.00% | 6q | HELD |
| Corient Private Wealth LP | $400.3K | 7,905 | 0.00% | 7q | HELD |
| Investor's Fiduciary Advisor Network, LLC | $399.0K | 7,897 | 0.14% | 2q | -4.9%-$20.4K |
| KENNEDY INVESTMENT GROUP, INC. | $389.3K | 7,689 | 0.13% | 12q | -0.6%-$2.2K |
| CITADEL ADVISORS LLC | $388.0K | 7,662 | 0.00% | 2q | +8.5%+$30.3K |
| Peterson Wealth Advisors, LLC | $370.2K | 7,311 | 0.04% | 6q | HELD |
| Farther Finance Advisors, LLC | $354.4K | 7,000 | 0.00% | 6q | HELD |
| Beacon Pointe Advisors, LLC | $345.9K | 6,832 | 0.00% | 5q | +0.8%+$2.7K |
| Pure Financial Advisors, LLC | $344.3K | 6,800 | 0.00% | 4q | -0.7%-$2.5K |
| Global Wealth Management Investment Advisory, Inc. | $338.0K | 6,675 | 0.05% | 2q | +38.5%+$93.9K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $258.0K | 5,095 | 0.04% | 3q | HELD |
| Orion Porfolio Solutions, LLC | $253.0K | 4,997 | 0.00% | 6q | -1.1%-$2.9K |
| Landmark Wealth Management, LLC | $244.1K | 4,820 | 0.06% | 4q | +1.2%+$2.9K |
| Meridian Financial Advisors, LLC | $210.0K | 4,147 | 0.10% | new | NEW |
| HOWARD WEALTH MANAGEMENT, LLC | $202.7K | 4,003 | 0.07% | new | NEW |
| Global Retirement Partners, LLC | $103.5K | 2,044 | 0.00% | 2q | +2.2%+$2.2K |
| Rosenberg Matthew Hamilton | $81.3K | 1,606 | 0.02% | 11q | -62.1%-$133.3K |
| AMERIFLEX GROUP, INC. | $73.8K | 1,458 | 0.03% | 7q | +1.1% |
| Allworth Financial LP | $36.9K | 729 | 0.00% | 12q | HELD |
| Rossby Financial, LCC | $14.2K | 280 | 0.00% | 4q | +1117.4%+$13.0K |
| Steward Partners Investment Advisory, LLC | $12.2K | 241 | 0.00% | 12q | HELD |
| FIFTH THIRD BANCORP | $9.0K | 177 | 0.00% | 2q | +7.3% |
| GAMMA Investing LLC | $4.6K | 90 | 0.00% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $27 | 1 | 0.00% | 12q | 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 | 20 | $26.2M | 558,275 | 5 | 6 | 7 | 0.0% |
| Q2 2026 | 65 | $125.7M | 2,484,509 | 8 | 31 | 15 | 0.0% |
| Q1 2026 | 64 | $109.8M | 2,201,356 | 11 | 25 | 16 | 0.0% |
| Q4 2025 | 63 | $98.2M | 1,954,168 | 11 | 27 | 14 | 0.0% |
| Q3 2025 | 58 | $105.4M | 2,089,546 | 10 | 25 | 13 | 0.0% |
| Q2 2025 | 51 | $85.5M | 1,718,146 | 5 | 19 | 12 | 0.0% |
| Q1 2025 | 51 | $74.3M | 1,472,247 | 12 | 24 | 9 | 0.0% |
| Q4 2024 | 43 | $55.1M | 1,096,165 | 7 | 18 | 7 | 0.0% |
| Q3 2024 | 40 | $44.4M | 870,387 | 4 | 11 | 12 | 0.0% |
| Q2 2024 | 45 | $50.3M | 1,009,769 | 8 | 13 | 12 | 0.0% |
| Q1 2024 | 40 | $46.0M | 922,044 | 6 | 6 | 12 | 0.0% |
| Q4 2023 | 39 | $47.7M | 961,572 | 11 | 4 | 14 | 0.0% |
| Q3 2023 | 27 | $30.4M | 641,465 | 27 | 0 | 0 | 0.0% |