DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JMUB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
514
Reporting holders
$5.4B
Reported value
0.2%
Calls
0.1%
Puts
+10
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 | $614.1M | 12,119,839 | 0.03% | 12q | -5.7%-$36.9M |
| LPL Financial LLC | $343.1M | 6,772,836 | 0.08% | 26q | +9.1%+$28.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $266.6M | 5,262,506 | 0.14% | 15q | +10.3%+$25.0M |
| Meeder Advisory Services, Inc. | $222.4M | 4,389,856 | 8.14% | 6q | +3.0%+$6.5M |
| Cetera Investment Advisers | $207.1M | 4,089,282 | 0.19% | 10q | +12.5%+$23.0M |
| AMERIPRISE FINANCIAL INC | $165.0M | 3,257,514 | 0.03% | 9q | +13.3%+$19.4M |
| JONES FINANCIAL COMPANIES LLLP | $158.2M | 3,124,556 | 0.06% | 9q | +120.1%+$86.3M |
| BANK OF AMERICA CORP /DE/ | $150.4M | 2,969,076 | 0.01% | 13q | +8.5%+$11.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $132.5M | 2,629,605 | 0.22% | 13q | +15.9%+$18.2M |
| ENVESTNET ASSET MANAGEMENT INC | $110.8M | 2,186,706 | 0.03% | 18q | +14.3%+$13.8M |
| RAYMOND JAMES FINANCIAL INC | $90.6M | 1,788,903 | 0.02% | 7q | +2.9%+$2.6M |
| CAPTRUST FINANCIAL ADVISORS | $76.6M | 1,512,748 | 0.12% | 5q | +18.0%+$11.7M |
| 1900 WEALTH MANAGEMENT LLC | $68.4M | 1,350,673 | 3.81% | 11q | -3.9%-$2.8M |
| Avantax Planning Partners, Inc. | $67.6M | 1,335,459 | 1.68% | 18q | +7.6%+$4.8M |
| MORGAN STANLEY | $63.7M | 1,257,661 | 0.00% | 7q | +7.9%+$4.7M |
| Forvis Mazars Wealth Advisors, LLC | $63.6M | 1,255,802 | 1.06% | 14q | -1.0%-$649.9K |
| Dynasty Wealth Management, LLC | $58.1M | 1,146,449 | 0.43% | 4q | +43.8%+$17.7M |
| OSAIC HOLDINGS, INC. | $54.6M | 1,076,926 | 0.06% | 26q | +10.3%+$5.1M |
| Integrated Wealth Concepts LLC | $52.4M | 1,035,056 | 0.34% | 23q | +3.1%+$1.6M |
| Rockefeller Capital Management L.P. | $50.3M | 993,028 | 0.08% | 12q | +13.1%+$5.8M |
| Asio Capital, LLC | $48.9M | 965,274 | 6.26% | 14q | +5.1%+$2.4M |
| Orion Porfolio Solutions, LLC | $44.3M | 873,906 | 0.34% | 6q | HELD |
| G2 CAPITAL MANAGEMENT, LLC / OH | $41.0M | 810,353 | 8.95% | 11q | +1.6%+$629.6K |
| CENTRAL TRUST Co | $40.2M | 793,283 | 0.73% | 25q | +2.3%+$909.1K |
| Equitable Holdings, Inc. | $37.9M | 748,040 | 0.23% | 9q | +1.8%+$677.6K |
| COLLECTIVE FAMILY OFFICE LLC | $36.9M | 728,056 | 7.54% | 14q | +0.8%+$285.2K |
| MML INVESTORS SERVICES, LLC | $36.7M | 724,122 | 0.07% | 27q | +28.4%+$8.1M |
| TIAA Wealth Investment Management LLC | $34.9M | 688,121 | 0.23% | 2q | +10.1%+$3.2M |
| AllGen Financial Advisors, Inc. | $33.7M | 664,690 | 7.35% | 16q | +185.5%+$21.9M |
| Tortoise Investment Management, LLC | $33.6M | 664,214 | 2.51% | 5q | +12.4%+$3.7M |
| MAI Capital Management | $33.2M | 655,314 | 0.12% | 3q | HELD |
| BAILARD, INC. | $33.1M | 653,474 | 0.67% | 7q | -3.9%-$1.3M |
| OpenArc Corporate Advisory, LLC | $33.0M | 651,078 | 0.39% | 3q | +35.2%+$8.6M |
| HighTower Advisors, LLC | $32.8M | 648,294 | 0.03% | 24q | -21.4%-$8.9M |
| ASSETMARK, INC | $32.5M | 641,928 | 0.06% | 10q | +3.7%+$1.2M |
| Corient Private Wealth LP | $30.4M | 599,909 | 0.04% | 4q | -11.3%-$3.9M |
| ABLE Financial Group, LLC | $29.5M | 582,550 | 4.95% | 5q | +18.5%+$4.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $28.0M | 551,894 | 0.04% | 17q | +13.7%+$3.4M |
| Larson Financial Group LLC | $27.2M | 537,668 | 0.72% | 9q | +12.2%+$3.0M |
| Lebenthal Global Advisors, LLC | $26.4M | 520,742 | 3.56% | 4q | +37.4%+$7.2M |
| MATHER GROUP, LLC. | $26.2M | 516,975 | 0.23% | 8q | +8.8%+$2.1M |
| Avidian Wealth Enterprises, LLC | $25.5M | 504,030 | 0.71% | 6q | +5.7%+$1.4M |
| Clearwater Capital Advisors, LLC | $25.3M | 500,367 | 1.86% | 11q | +4.2%+$1.0M |
| Syntegra Private Wealth Group, LLC | $24.6M | 484,965 | 1.90% | 10q | +122.9%+$13.5M |
| TRUIST FINANCIAL CORP | $24.1M | 475,402 | 0.03% | 27q | +9.8%+$2.1M |
| Amplius Wealth Advisors, LLC | $23.8M | 470,566 | 1.75% | 6q | +22.4%+$4.4M |
| Bridgewater Advisors Inc. | $22.1M | 444,537 | 1.20% | 5q | -23.4%-$6.7M |
| Smith & Howard Wealth Management, LLC | $21.9M | 432,992 | 4.36% | 12q | -3.5%-$807.2K |
| WELLS FARGO & COMPANY/MN | $21.6M | 426,082 | 0.00% | 16q | -1.9%-$412.9K |
| Beacon Pointe Advisors, LLC | $20.3M | 400,958 | 0.09% | 10q | +3435.8%+$19.7M |
| IAG Wealth Partners, LLC | $20.3M | 400,095 | 2.01% | 11q | -3.2%-$664.3K |
| INVENIO WEALTH PARTNERS LLC | $20.1M | 397,279 | 7.21% | 12q | +4.4%+$847.6K |
| Savant Capital, LLC | $19.5M | 385,070 | 0.06% | 6q | +36.5%+$5.2M |
| Diversified Portfolios, Inc. | $19.3M | 380,323 | 1.40% | 11q | +40.2%+$5.5M |
| Clear Trail Advisors, LLC | $18.7M | 369,734 | 2.86% | 2q | +29.6%+$4.3M |
| SAGESPRING WEALTH PARTNERS, LLC | $18.2M | 359,313 | 0.28% | 7q | +45.0%+$5.7M |
| Summit Financial, LLC | $18.1M | 356,903 | 0.20% | 4q | HELD |
| Apollon Wealth Management, LLC | $18.0M | 356,305 | 0.22% | 10q | +21.1%+$3.1M |
| Nolet Wealth Management, LLC | $17.6M | 346,476 | 9.69% | 3q | -26.1%-$6.2M |
| CGN Advisors LLC | $17.5M | 345,172 | 1.28% | 23q | -1.8%-$319.6K |
| Cardinal Strategic Wealth Guidance | $17.1M | 337,742 | 3.88% | new | NEW |
| CFO4Life Group, LLC | $16.8M | 331,936 | 2.26% | 11q | +1.9%+$317.9K |
| ARQ WEALTH ADVISORS, LLC | $16.8M | 336,222 | 2.08% | new | NEW |
| PW ADVISORS, LLC \ FL | $16.7M | 329,861 | 11.15% | 3q | +10.9%+$1.6M |
| Cambridge Investment Research Advisors, Inc. | $16.7M | 328,817 | 0.02% | 15q | +5.8%+$906.7K |
| Wealth Alliance Advisory Group, LLC | $16.4M | 323,908 | 2.37% | 16q | +2.2%+$354.5K |
| HUNTINGTON NATIONAL BANK | $16.3M | 322,222 | 0.08% | 7q | -5.0%-$853.8K |
| Harbor Group, Inc. | $15.9M | 313,229 | 1.86% | 4q | +1.3%+$210.4K |
| Chesley Taft & Associates LLC | $15.8M | 312,202 | 0.62% | 10q | +11.2%+$1.6M |
| Aspen Wealth Management LLC | $15.4M | 304,147 | 2.62% | 18q | +31.0%+$3.6M |
| Magnus Financial Group LLC | $14.7M | 289,678 | 1.04% | 11q | +4.6%+$642.0K |
| Per Stirling Capital Management, LLC. | $14.6M | 288,087 | 1.39% | 9q | HELD |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $13.9M | 274,073 | 1.76% | 12q | +16.7%+$2.0M |
| OneDigital Investment Advisors LLC | $13.5M | 267,138 | 0.11% | 5q | +38.8%+$3.8M |
| CONDOR CAPITAL MANAGEMENT | $13.4M | 265,506 | 1.01% | 17q | +1.2%+$164.6K |
| Modern Wealth Management, LLC | $13.3M | 261,910 | 0.16% | 2q | +119.0%+$7.2M |
| BlueStem Wealth Partners, LLC | $13.0M | 257,354 | 1.30% | 7q | -20.5%-$3.4M |
| Hartford Financial Management Inc. | $13.0M | 257,179 | 2.91% | 17q | -9.6%-$1.4M |
| KEYVANTAGE WEALTH, LLC | $13.0M | 256,993 | 4.92% | 7q | +82.9%+$5.9M |
| PEAPACK GLADSTONE FINANCIAL CORP | $12.7M | 251,191 | 0.15% | 6q | +19.0%+$2.0M |
| Capital Analysts, LLC | $12.5M | 247,480 | 0.29% | 9q | +23.9%+$2.4M |
| HTG Investment Advisors, Inc. | $12.4M | 245,301 | 3.19% | 10q | +3.6%+$426.8K |
| Legacy Financial Advisors, Inc. | $11.7M | 230,771 | 1.42% | 12q | +2.2%+$255.9K |
| GREAT VALLEY ADVISOR GROUP, INC. | $11.4M | 225,686 | 0.18% | 15q | +24.2%+$2.2M |
| RENAISSANCE TECHNOLOGIES LLC | $11.4M | 224,887 | 0.02% | 11q | +686.3%+$9.9M |
| Leverty Financial Group, LLC | $11.4M | 224,288 | 2.21% | 6q | -8.1%-$1.0M |
| Dodds Wealth, LLC | $11.2M | 220,422 | 2.51% | 3q | +9.0%+$922.7K |
| Lido Advisors, LLC | $11.1M | 219,313 | 0.03% | 7q | -4.4%-$517.4K |
| ROYAL BANK OF CANADA | $11.1M | 218,998 | 0.00% | 13q | +32.0%+$2.7M |
| Vise Technologies, Inc. | $10.7M | 211,096 | 0.12% | 4q | +611.1%+$9.2M |
| Rosenberg Matthew Hamilton | $10.7M | 210,875 | 1.99% | 11q | +13.6%+$1.3M |
| Cornerstone Wealth Management, LLC | $10.6M | 209,551 | 0.46% | 14q | +5.9%+$592.4K |
| STIFEL FINANCIAL CORP | $10.6M | 209,537 | 0.01% | 13q | +2.6%+$268.2K |
| VERUS CAPITAL PARTNERS, LLC | $10.6M | 209,101 | 0.57% | 9q | HELD |
| Keudell/Morrison Wealth Management | $10.4M | 204,595 | 1.96% | 14q | +2.9%+$287.4K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $10.3M | 203,952 | 0.19% | 10q | +8.4%+$802.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $10.2M | 201,932 | 0.52% | 5q | +5.8%+$562.8K |
| SIMON QUICK ADVISORS, LLC | $10.2M | 201,271 | 0.41% | 3q | +0.9%+$92.4K |
| Retirement Planning Group, LLC | $9.8M | 193,799 | 0.25% | 6q | +62.9%+$3.8M |
| Oakwell Private Wealth Management, LLC | $9.5M | 187,820 | 1.58% | 6q | +7.7%+$677.1K |
Showing the largest 100 of 514 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 | 212 | $1.1B | 24,113,854 | 32 | 92 | 61 | 0.0% |
| Q2 2026 | 514 | $5.4B | 106,025,248 | 47 | 257 | 106 | 0.3% |
| Q1 2026 | 504 | $4.9B | 97,576,589 | 50 | 256 | 108 | 0.2% |
| Q4 2025 | 486 | $4.5B | 89,577,410 | 77 | 254 | 71 | 0.2% |
| Q3 2025 | 397 | $3.1B | 61,238,758 | 59 | 188 | 94 | 0.6% |
| Q2 2025 | 361 | $2.6B | 52,224,259 | 49 | 168 | 95 | 0.8% |
| Q1 2025 | 337 | $2.2B | 43,307,198 | 37 | 167 | 87 | 0.5% |
| Q4 2024 | 323 | $1.7B | 33,050,468 | 47 | 154 | 60 | 0.3% |
| Q3 2024 | 269 | $1.4B | 26,786,628 | 24 | 162 | 44 | 0.3% |
| Q2 2024 | 257 | $1.2B | 23,824,859 | 34 | 135 | 41 | 1.2% |
| Q1 2024 | 228 | $1.0B | 19,997,870 | 46 | 126 | 28 | 1.9% |
| Q4 2023 | 205 | $851.8M | 16,135,621 | 68 | 68 | 38 | 3.5% |
| Q3 2023 | 136 | $545.6M | 10,700,127 | 25 | 65 | 24 | 5.2% |
| Q2 2023 | 118 | $445.7M | 8,199,438 | 26 | 58 | 23 | 7.6% |
| Q1 2023 | 102 | $388.0M | 6,786,771 | 22 | 46 | 19 | 11.4% |
| Q4 2022 | 88 | $4.0B | 80,471,472 | 38 | 28 | 12 | 0.5% |
| Q3 2022 | 55 | $2.3B | 47,369,903 | 18 | 19 | 13 | 0.6% |
| Q2 2022 | 44 | $158.5M | 3,071,494 | 16 | 13 | 9 | 3.3% |
| Q1 2022 | 40 | $115.9M | 2,198,360 | 15 | 8 | 9 | 2.5% |
| Q4 2021 | 32 | $65.4M | 1,170,695 | 4 | 8 | 9 | 1.8% |
| Q3 2021 | 27 | $62.9M | 1,139,403 | 5 | 10 | 6 | 0.5% |
| Q2 2021 | 23 | $62.5M | 1,126,277 | 2 | 11 | 7 | 0.5% |
| Q1 2021 | 25 | $53.3M | 971,402 | 5 | 9 | 7 | 0.6% |
| Q4 2020 | 23 | $56.8M | 1,032,280 | 6 | 7 | 2 | 0.0% |
| Q3 2020 | 16 | $45.0M | 824,688 | 3 | 7 | 1 | 0.0% |
| Q2 2020 | 16 | $37.8M | 700,055 | 7 | 3 | 3 | 0.0% |
| Q1 2020 | 9 | $33.9M | 642,187 | 2 | 2 | 3 | 0.0% |
| Q4 2019 | 10 | $33.1M | 617,619 | 4 | 1 | 1 | 0.0% |
| Q3 2019 | 5 | $31.7M | 586,032 | 1 | 2 | 0 | 0.0% |
| Q2 2019 | 5 | $30.4M | 567,694 | 2 | 1 | 1 | 0.0% |
| Q1 2019 | 4 | $29.2M | 554,668 | 2 | 0 | 1 | 0.0% |
| Q4 2018 | 2 | $28.0M | 546,584 | 0 | 0 | 0 | 0.0% |