DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JMOM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
159
Reporting holders
$1.9B
Reported value
0.0%
Calls
0.0%
Puts
+17
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.0M | 9,685,375 | 1.35% | 19q | +6.1%+$46.9M |
| Blue Trust, Inc. | $411.2M | 4,811,325 | 4.31% | 17q | +0.9%+$3.7M |
| Equitable Holdings, Inc. | $121.5M | 1,421,610 | 0.73% | 12q | +12.7%+$13.6M |
| LPL Financial LLC | $71.7M | 838,538 | 0.02% | 22q | +102.4%+$36.3M |
| JPMORGAN CHASE & CO | $65.0M | 770,814 | 0.00% | 31q | +1.7%+$1.1M |
| Shore Point Advisors, LLC | $44.0M | 701,536 | 15.06% | 17q | +6.8%+$2.8M |
| EP Wealth Advisors, LLC | $33.0M | 386,525 | 0.13% | 2q | +924.5%+$29.8M |
| Nova R Wealth, Inc. | $21.3M | 249,662 | 6.22% | 13q | +2.7%+$570.3K |
| MAGNOLIA CAPITAL ADVISORS LLC | $20.2M | 236,029 | 3.46% | 7q | -1.2%-$249.5K |
| ARQ WEALTH ADVISORS, LLC | $17.0M | 206,445 | 2.10% | 10q | +9.3%+$1.4M |
| CABOT WEALTH MANAGEMENT INC | $14.7M | 172,574 | 1.50% | new | NEW |
| Vident Advisory, LLC | $14.7M | 172,407 | 0.11% | 12q | +2.3%+$325.6K |
| West Wealth Group, LLC | $12.1M | 141,345 | 1.98% | 7q | -21.6%-$3.3M |
| Cassia Capital Partners, LLC | $11.7M | 137,154 | 5.68% | 12q | -3.1%-$369.2K |
| Corient Private Wealth LP | $9.3M | 109,331 | 0.01% | 6q | -6.6%-$662.3K |
| Vise Technologies, Inc. | $7.6M | 89,189 | 0.09% | 6q | +67.2%+$3.1M |
| Savant Capital, LLC | $6.8M | 79,317 | 0.02% | 15q | -0.7%-$48.6K |
| 5T Wealth, LLC | $6.5M | 76,463 | 2.43% | 7q | HELD |
| Wealth Enhancement Trust Services, Inc. | $6.2M | 72,702 | 0.69% | 3q | +61.2%+$2.4M |
| Kingsview Wealth Management, LLC | $5.8M | 67,756 | 0.07% | 4q | +3.5%+$194.5K |
| Orion Porfolio Solutions, LLC | $5.6M | 65,000 | 0.04% | 9q | -27.3%-$2.1M |
| Kathmere Capital Management, LLC | $4.9M | 57,709 | 0.26% | 21q | -4.2%-$217.0K |
| Fifth Third Securities, Inc. | $4.9M | 57,242 | 0.28% | 10q | -7.1%-$372.7K |
| BANK OF AMERICA CORP /DE/ | $4.6M | 53,517 | 0.00% | 25q | -5.4%-$262.1K |
| KELLY FINANCIAL GROUP LLC | $4.5M | 53,016 | 1.01% | 7q | -1.7%-$79.1K |
| SILVER OAK SECURITIES, INCORPORATED | $4.5M | 52,230 | 0.27% | 2q | +129.5%+$2.5M |
| Delos Wealth Advisors, LLC | $4.3M | 49,831 | 2.18% | 16q | +1.9%+$78.5K |
| 3Chopt Investment Partners, LLC | $4.1M | 48,059 | 0.77% | 6q | HELD |
| Skyline Advisors, Inc. | $4.0M | 46,516 | 1.25% | 2q | +7.1%+$264.8K |
| Strategic Financial Services, Inc. | $3.8M | 44,933 | 0.17% | 18q | -7.5%-$312.3K |
| Fifth Third Wealth Advisors LLC | $3.8M | 44,206 | 0.11% | new | NEW |
| INTRUST BANK NA | $3.8M | 44,002 | 0.28% | 25q | -4.0%-$155.8K |
| Cetera Investment Advisers | $3.5M | 41,528 | 0.00% | 10q | -1.1%-$38.6K |
| Centennial Bank/AR/ | $3.3M | 38,890 | 1.07% | 7q | +0.8%+$26.9K |
| ROYAL BANK OF CANADA | $3.2M | 37,766 | 0.00% | 25q | +9.1%+$267.9K |
| Klaas Financial Asset Advisors, LLC | $3.0M | 35,647 | 0.38% | 9q | -8.1%-$266.9K |
| HighTower Advisors, LLC | $2.9M | 34,257 | 0.00% | 13q | -6.2%-$194.2K |
| RAYMOND JAMES FINANCIAL INC | $2.8M | 32,942 | 0.00% | 7q | +3.2%+$86.3K |
| NorthCrest Asset Manangement, LLC | $2.7M | 32,236 | 0.07% | 7q | +1.9%+$49.7K |
| AQR CAPITAL MANAGEMENT LLC | $2.6M | 30,299 | 0.00% | 5q | +14.6%+$330.3K |
| Quantinno Capital Management LP | $2.5M | 29,288 | 0.00% | 4q | +75.8%+$1.1M |
| Belpointe Asset Management LLC | $2.3M | 26,836 | 0.07% | 6q | +20.4%+$388.5K |
| CFS Investment Advisory Services, LLC | $2.2M | 26,761 | 0.15% | 6q | -10.5%-$261.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 25,090 | 0.00% | 11q | +80.3%+$954.8K |
| Wealthfront Advisers LLC | $2.1M | 24,992 | 0.00% | 13q | +18.4%+$332.4K |
| Hershey Financial Advisers, LLC | $2.0M | 23,514 | 1.44% | 2q | -26.4%-$721.5K |
| Professional Financial Advisors, LLC | $2.0M | 23,303 | 0.34% | 10q | -5.0%-$105.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.9M | 22,445 | 0.00% | 16q | +19.5%+$313.2K |
| Composition Wealth, LLC | $1.9M | 21,891 | 0.02% | 4q | -2.9%-$55.6K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.8M | 21,440 | 0.03% | 17q | -6.4%-$125.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 20,818 | 0.00% | 3q | -47.4%-$1.6M |
| J HAGAN CAPITAL, INC. | $1.8M | 20,677 | 0.82% | 3q | HELD |
| Palumbo Wealth Management LLC | $1.7M | 20,041 | 0.36% | 3q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.7M | 19,866 | 0.02% | 5q | +12.4%+$187.1K |
| IFG Advisory, LLC | $1.6M | 18,951 | 0.06% | new | NEW |
| 17 CAPITAL PARTNERS, LLC | $1.3M | 15,669 | 0.60% | 10q | +11.0%+$132.9K |
| Advisory Services Network, LLC | $1.2M | 14,560 | 0.01% | 6q | -0.5%-$6.4K |
| MN Wealth Advisors, LLC | $1.2M | 14,220 | 0.52% | 6q | -1.6%-$19.1K |
| OSAIC HOLDINGS, INC. | $1.2M | 14,080 | 0.00% | 20q | -7.5%-$96.9K |
| Integrated Wealth Concepts LLC | $1.1M | 13,350 | 0.01% | 2q | -4.4%-$52.7K |
| AE Wealth Management LLC | $1.1M | 12,887 | 0.01% | 7q | +2.0%+$21.9K |
| TSA Wealth Managment LLC | $1.1M | 12,714 | 0.31% | 6q | -22.3%-$311.5K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | 12,545 | 0.00% | 5q | -3.4%-$37.3K |
| Private Advisor Group, LLC | $1.0M | 12,038 | 0.00% | 5q | +9.4%+$88.6K |
| First Heartland Consultants, Inc. | $988.1K | 11,562 | 0.06% | 3q | -43.9%-$774.3K |
| Gallacher Capital Management LLC | $925.9K | 10,834 | 0.52% | 15q | -14.7%-$159.6K |
| Triumph Capital Management | $921.6K | 10,784 | 0.17% | 5q | +111.5%+$485.9K |
| Linscomb Wealth, Inc. | $861.9K | 10,085 | 0.04% | 2q | +35.9%+$227.8K |
| KICKSTAND VENTURES, LLC. | $854.3K | 9,996 | 0.16% | 6q | -6.1%-$55.9K |
| Elevation Capital Advisory, LLC | $837.7K | 9,802 | 0.32% | new | NEW |
| GTS SECURITIES LLC | $817.6K | 9,567 | 0.02% | 2q | +2.8%+$22.5K |
| Stonebridge Financial Group, LLC/CA | $797.0K | 9,337 | 0.11% | new | FIRST |
| NewEdge Advisors, LLC | $764.5K | 8,946 | 0.00% | 10q | +37.1%+$207.1K |
| One Wealth Advisors, LLC | $728.1K | 8,520 | 0.08% | 6q | -13.2%-$111.1K |
| Patten Group, Inc. | $712.3K | 8,335 | 0.11% | 10q | HELD |
| Asempa Wealth Advisors | $694.5K | 8,127 | 0.52% | 3q | +1.5%+$10.6K |
| JANE STREET GROUP, LLC | $671.7K | 7,860 | 0.00% | 2q | +6.8%+$43.0K |
| LAKE STREET PRIVATE WEALTH, LLC | $662.3K | 7,750 | 0.08% | 5q | -10.9%-$81.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $660.8K | 7,733 | 0.00% | 18q | HELD |
| Prospera Financial Services Inc | $634.6K | 7,417 | 0.01% | 6q | -6.6%-$45.2K |
| Brookwood Investment Group LLC | $633.0K | 7,407 | 0.07% | 6q | -16.9%-$129.0K |
| Cerity Partners LLC | $622.4K | 7,283 | 0.00% | 2q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $603.2K | 7,058 | 0.01% | 11q | HELD |
| Brightwater Advisory LLC | $599.1K | 7,010 | 0.38% | 10q | HELD |
| Mayflower Financial Advisors, LLC | $574.5K | 6,722 | 0.05% | 6q | -22.4%-$166.0K |
| Farther Finance Advisors, LLC | $553.7K | 6,485 | 0.00% | 12q | +288.1%+$411.0K |
| Midwest Trust Co | $537.2K | 6,286 | 0.01% | 2q | HELD |
| Sanctuary Advisors, LLC | $516.6K | 6,045 | 0.00% | 3q | +25.9%+$106.1K |
| Creative Planning | $502.6K | 5,881 | 0.00% | 11q | +4.0%+$19.4K |
| Concurrent Investment Advisors, LLC | $490.9K | 5,744 | 0.00% | 2q | +33.0%+$121.7K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $489.0K | 5,725 | 0.02% | 3q | +40.8%+$141.7K |
| Castleview Partners, LLC | $442.2K | 5,174 | 0.19% | 5q | +4.3%+$18.3K |
| MORGAN STANLEY | $440.5K | 5,154 | 0.00% | 21q | -10.6%-$52.5K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $430.2K | 5,034 | 0.02% | 15q | HELD |
| Janney Montgomery Scott LLC | $430.0K | 5,030 | 0.00% | 16q | +7.1%+$28.4K |
| Able Wealth Management LLC | $429.8K | 5,030 | 0.10% | 11q | -30.3%-$186.8K |
| TBH Global Asset Management, LLC | $428.2K | 5,010 | 0.08% | 2q | +12.3%+$46.9K |
| Cypress Wealth Services, LLC | $425.6K | 4,980 | 0.05% | 6q | -18.9%-$99.0K |
| Vestmark Advisory Solutions, Inc. | $415.7K | 4,864 | 0.00% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $391.1K | 4,577 | 0.01% | 4q | HELD |
Showing the largest 100 of 159 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 | 54 | $1.4B | 16,454,849 | 11 | 14 | 20 | 0.0% |
| Q2 2026 | 159 | $1.9B | 22,164,131 | 26 | 51 | 54 | 0.0% |
| Q1 2026 | 142 | $1.4B | 20,504,209 | 26 | 61 | 28 | 0.0% |
| Q4 2025 | 131 | $1.6B | 23,098,734 | 17 | 53 | 30 | 0.0% |
| Q3 2025 | 123 | $1.5B | 22,106,226 | 20 | 36 | 39 | 0.0% |
| Q2 2025 | 119 | $1.4B | 22,118,096 | 20 | 44 | 31 | 0.0% |
| Q1 2025 | 109 | $1.2B | 20,949,282 | 30 | 27 | 34 | 0.0% |
| Q4 2024 | 98 | $1.1B | 18,946,179 | 19 | 23 | 33 | 0.0% |
| Q3 2024 | 78 | $954.6M | 16,910,416 | 11 | 24 | 28 | 0.0% |
| Q2 2024 | 72 | $847.6M | 15,868,488 | 6 | 27 | 21 | 0.0% |
| Q1 2024 | 77 | $772.7M | 14,672,726 | 16 | 28 | 20 | 0.0% |
| Q4 2023 | 67 | $267.0M | 6,119,776 | 15 | 25 | 17 | 0.0% |
| Q3 2023 | 53 | $217.3M | 5,202,473 | 10 | 18 | 10 | 0.0% |
| Q2 2023 | 46 | $167.1M | 4,120,644 | 9 | 13 | 14 | 0.0% |
| Q1 2023 | 46 | $164.8M | 4,300,093 | 9 | 21 | 13 | 0.0% |
| Q4 2022 | 47 | $152.5M | 4,230,613 | 11 | 15 | 13 | 0.0% |
| Q3 2022 | 39 | $145.2M | 4,026,915 | 7 | 14 | 9 | 0.0% |
| Q2 2022 | 38 | $164.6M | 3,890,999 | 8 | 10 | 11 | 0.0% |
| Q1 2022 | 40 | $180.1M | 3,796,821 | 9 | 10 | 13 | 0.0% |
| Q4 2021 | 35 | $178.7M | 3,782,427 | 7 | 13 | 6 | 0.0% |
| Q3 2021 | 31 | $163.1M | 3,738,746 | 11 | 10 | 2 | 0.0% |
| Q2 2021 | 22 | $150.1M | 3,444,562 | 5 | 5 | 6 | 0.0% |
| Q1 2021 | 18 | $130.4M | 3,315,210 | 4 | 10 | 2 | 0.0% |
| Q4 2020 | 18 | $123.0M | 3,163,730 | 3 | 7 | 5 | 0.0% |
| Q3 2020 | 16 | $117.9M | 3,398,962 | 4 | 4 | 6 | 0.0% |
| Q2 2020 | 14 | $51.4M | 1,856,168 | 6 | 4 | 1 | 0.0% |
| Q1 2020 | 10 | $44.8M | 1,800,317 | 4 | 3 | 2 | 0.0% |
| Q4 2019 | 9 | $55.7M | 1,833,053 | 2 | 5 | 1 | 0.0% |
| Q3 2019 | 9 | $91.0M | 3,150,766 | 3 | 3 | 1 | 0.0% |
| Q2 2019 | 6 | $38.2M | 1,343,125 | 1 | 1 | 0 | 0.0% |
| Q1 2019 | 7 | $35.8M | 1,299,889 | 1 | 4 | 1 | 0.0% |
| Q4 2018 | 6 | $30.1M | 1,256,025 | 1 | 0 | 0 | 0.0% |