DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPEM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
114
Reporting holders
$295.8M
Reported value
0.0%
Calls
0.0%
Puts
-13
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 | $23.8M | 378,373 | 0.01% | 31q | +2.7%+$619.1K |
| BANK OF AMERICA CORP /DE/ | $21.2M | 338,153 | 0.00% | 31q | +3.0%+$611.5K |
| MORGAN STANLEY | $14.7M | 233,928 | 0.00% | 35q | +8.2%+$1.1M |
| Cetera Investment Advisers | $12.9M | 206,141 | 0.01% | 10q | -2.0%-$264.1K |
| SAM Advisors, LLC | $12.6M | 201,299 | 3.45% | 15q | +2.1%+$257.6K |
| American Money Management, LLC | $12.4M | 196,972 | 1.77% | 31q | +3.4%+$410.3K |
| WELLS FARGO & COMPANY/MN | $11.4M | 180,905 | 0.00% | 29q | +7.4%+$786.5K |
| Focus Partners Wealth | $10.1M | 160,092 | 0.01% | 7q | +1.3%+$131.4K |
| KWB Wealth | $9.8M | 156,463 | 0.84% | 16q | -1.7%-$171.3K |
| OLD MISSION CAPITAL LLC | $9.0M | 143,158 | 0.14% | 2q | +95.6%+$4.4M |
| AMERIPRISE FINANCIAL INC | $8.3M | 131,487 | 0.00% | 31q | +9.7%+$727.9K |
| Avantax Planning Partners, Inc. | $8.0M | 127,408 | 0.20% | 9q | +3.1%+$239.4K |
| SEGALL BRYANT & HAMILL, LLC | $7.4M | 117,327 | 0.09% | 8q | -1.0%-$73.7K |
| Corient Private Wealth LP | $7.4M | 117,326 | 0.01% | 15q | +2052.0%+$7.0M |
| Cerity Partners LLC | $6.9M | 109,825 | 0.01% | 13q | -20.9%-$1.8M |
| Linscomb Wealth, Inc. | $6.8M | 108,749 | 0.30% | 25q | -6.3%-$456.2K |
| UBS Group AG | $6.6M | 105,317 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $5.8M | 91,997 | 0.01% | 26q | +15.7%+$783.2K |
| MARSHALL WACE, LLP | $5.5M | 87,740 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $4.9M | 78,051 | 0.00% | 15q | -7.0%-$368.9K |
| GOLDMAN SACHS GROUP INC | $4.8M | 76,590 | 0.00% | 3q | +68.2%+$2.0M |
| Summit Financial, LLC | $4.5M | 71,555 | 0.05% | 4q | +12.9%+$513.0K |
| Avestar Capital, LLC | $4.5M | 71,243 | 0.25% | 13q | +5.9%+$250.6K |
| JONES FINANCIAL COMPANIES LLLP | $4.4M | 70,777 | 0.00% | 11q | +5.2%+$219.8K |
| Berger Financial Group, Inc | $4.3M | 68,223 | 0.22% | 23q | -2.2%-$96.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 64,100 | 0.01% | 31q | +1.3%+$52.6K |
| Jacobi Capital Management LLC | $3.7M | 59,240 | 0.18% | 10q | +8.9%+$304.3K |
| RAYMOND JAMES FINANCIAL INC | $3.6M | 58,129 | 0.00% | 7q | +1.0%+$36.9K |
| CITIGROUP INC | $3.2M | 50,672 | 0.00% | 31q | HELD |
| Schiavi & Co LLC | $3.1M | 49,032 | 0.81% | 16q | +13.5%+$365.6K |
| Kingsview Wealth Management, LLC | $2.9M | 45,821 | 0.03% | 13q | +0.8%+$22.0K |
| RHS Financial, LLC | $2.6M | 41,397 | 1.05% | 16q | -19.3%-$623.0K |
| CITADEL ADVISORS LLC | $2.6M | 41,334 | 0.00% | 2q | -18.1%-$574.9K |
| TIEMANN INVESTMENT ADVISORS, LLC | $2.3M | 36,960 | 0.84% | 23q | -0.6%-$12.9K |
| FLOW TRADERS U.S. LLC | $2.0M | 31,901 | 0.08% | 2q | +22.9%+$373.6K |
| ROYAL BANK OF CANADA | $1.9M | 29,590 | 0.00% | 31q | +14.5%+$234.9K |
| Birchwood Financial Partners, Inc. | $1.9M | 29,577 | 1.52% | 3q | +2.6%+$46.3K |
| Tactive Advisors, LLC | $1.8M | 27,970 | 0.43% | 6q | -63.5%-$3.1M |
| Focus Financial Network, Inc. | $1.8M | 27,875 | 0.05% | 17q | +3.5%+$58.8K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 25,128 | 0.00% | 14q | +123.5%+$872.0K |
| Virtu Financial LLC | $1.5M | 24,593 | 0.05% | 2q | +125.7%+$859.9K |
| &PARTNERS | $1.5M | 24,474 | 0.01% | 9q | +5.1%+$74.3K |
| Accel Wealth Management | $1.4M | 22,336 | 0.32% | 14q | -34.1%-$724.9K |
| NATIXIS ADVISORS, LLC | $1.4M | 22,238 | 0.00% | 2q | +9.1%+$116.0K |
| BKM Wealth Management, LLC | $1.3M | 21,438 | 0.48% | 11q | -32.6%-$652.2K |
| JANE STREET GROUP, LLC | $1.3M | 20,355 | 0.00% | 2q | -34.3%-$667.2K |
| Argent Trust Co | $912.1K | 14,529 | 0.03% | 15q | HELD |
| Bond & Devick Financial Network, Inc. | $888.4K | 14,151 | 0.22% | 15q | HELD |
| MONECO ADVISORS, LLC | $884.9K | 14,096 | 0.05% | 7q | +6.0%+$50.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $865.2K | 13,781 | 0.00% | 3q | -3.3%-$29.9K |
| Avidian Wealth Enterprises, LLC | $810.1K | 12,905 | 0.02% | 2q | HELD |
| Amplius Wealth Advisors, LLC | $755.8K | 12,038 | 0.06% | 15q | -20.4%-$193.5K |
| Strategic Financial Concepts, LLC | $727.9K | 11,595 | 0.22% | 14q | -78.1%-$2.6M |
| KELLY FINANCIAL GROUP LLC | $706.0K | 11,246 | 0.16% | 7q | -4.1%-$29.9K |
| Sigma Planning Corp | $681.8K | 10,861 | 0.02% | 10q | +2.8%+$18.5K |
| Integrated Wealth Concepts LLC | $679.5K | 10,824 | 0.00% | 13q | -67.3%-$1.4M |
| L & S Advisors Inc | $619.6K | 9,870 | 0.06% | 13q | +4.3%+$25.6K |
| 5T Wealth, LLC | $605.3K | 9,641 | 0.23% | 7q | -27.3%-$226.8K |
| Cedar Point Capital Partners, LLC | $561.7K | 8,947 | 0.32% | 11q | -14.7%-$96.9K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $557.7K | 8,883 | 0.19% | 7q | -15.2%-$100.2K |
| Merit Financial Group, LLC | $541.7K | 8,628 | 0.00% | 5q | -68.0%-$1.2M |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $534.1K | 8,507 | 0.17% | 9q | +3.3%+$17.0K |
| CAPTRUST FINANCIAL ADVISORS | $521.5K | 8,307 | 0.00% | 16q | +3.5%+$17.6K |
| Private Advisor Group, LLC | $509.2K | 8,112 | 0.00% | 5q | +52.4%+$175.1K |
| Equitable Holdings, Inc. | $439.4K | 6,999 | 0.00% | 7q | -24.9%-$146.0K |
| Allworth Financial LP | $425.7K | 6,781 | 0.00% | 22q | -49.6%-$419.1K |
| DAYMARK WEALTH PARTNERS, LLC | $418.4K | 6,664 | 0.01% | 12q | -12.5%-$59.6K |
| ENVESTNET ASSET MANAGEMENT INC | $408.4K | 6,506 | 0.00% | 31q | -3.3%-$14.0K |
| MML INVESTORS SERVICES, LLC | $389.1K | 6,198 | 0.00% | 15q | +2.2%+$8.4K |
| SHEPHERD KAPLAN KROCHUK, LLC | $381.6K | 6,078 | 0.30% | 15q | -8.8%-$36.7K |
| MLG Wealth Management DBA Pine Grove Financial Group | $365.1K | 5,815 | 0.04% | 3q | -4.3%-$16.6K |
| Sovran Advisors, LLC | $362.1K | 5,658 | 0.03% | 7q | -4.1%-$15.4K |
| Lodestone Wealth Management LLC | $355.1K | 5,656 | 0.13% | 15q | -2.1%-$7.5K |
| Sharkey, Howes & Javer | $314.0K | 5,002 | 0.04% | 14q | -31.2%-$142.4K |
| Beacon Pointe Advisors, LLC | $305.7K | 4,870 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $286.4K | 4,500 | 0.00% | 10q | -11.2%-$36.0K |
| Richard P Slaughter Associates Inc | $272.5K | 4,341 | 0.05% | 14q | HELD |
| LOM Asset Management Ltd | $267.1K | 4,255 | 0.07% | 5q | HELD |
| 3Chopt Investment Partners, LLC | $260.3K | 4,147 | 0.05% | 6q | HELD |
| HUNTINGTON NATIONAL BANK | $257.0K | 4,093 | 0.00% | 2q | HELD |
| MN Wealth Advisors, LLC | $244.4K | 3,892 | 0.10% | 11q | -11.3%-$31.1K |
| RVW Wealth, LLC | $237.2K | 3,779 | 0.02% | 5q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $232.9K | 3,710 | 0.04% | 11q | -21.8%-$64.8K |
| Asset One Wealth Management LLC | $220.7K | 3,466 | 0.02% | 3q | -50.2%-$222.1K |
| Aprio Wealth Management, LLC | $219.7K | 3,500 | 0.01% | 3q | HELD |
| Walkner Condon Financial Advisors LLC | $219.5K | 3,496 | 0.03% | 3q | +2.4%+$5.2K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $203.8K | 3,246 | 0.16% | new | NEW |
| ASSETMARK, INC | $196.5K | 3,130 | 0.00% | 2q | HELD |
| Harbor Asset Planning, Inc. | $154.6K | 2,463 | 0.12% | 5q | +1.1%+$1.8K |
| Farther Finance Advisors, LLC | $140.6K | 2,239 | 0.00% | 12q | +79.4%+$62.2K |
| BlackRock, Inc. | $110.1K | 1,754 | 0.00% | 3q | +57.9%+$40.4K |
| SYM FINANCIAL Corp | $99.1K | 1,578 | 0.01% | 31q | -4.6%-$4.8K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.1K | 1,562 | 0.00% | 3q | +914.3%+$88.4K |
| Continuum Advisory, LLC | $77.0K | 1,227 | 0.01% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $60.8K | 968 | 0.00% | 2q | HELD |
| RICHARDS, MERRILL & PETERSON, INC. | $53.1K | 846 | 0.02% | 2q | HELD |
| NewEdge Advisors, LLC | $41.5K | 662 | 0.00% | 15q | +1.1% |
| First Pacific Financial | $26.4K | 420 | 0.00% | 13q | -20.2%-$6.7K |
| Ancora Advisors LLC | $22.0K | 350 | 0.00% | 31q | HELD |
| FMR LLC | $21.0K | 335 | 0.00% | 6q | HELD |
Showing the largest 100 of 114 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 | 31 | $27.2M | 430,403 | 2 | 8 | 11 | 0.0% |
| Q2 2026 | 114 | $295.8M | 4,711,812 | 5 | 45 | 42 | 0.0% |
| Q1 2026 | 127 | $293.6M | 4,733,811 | 20 | 35 | 39 | 0.0% |
| Q4 2025 | 117 | $303.1M | 4,989,149 | 14 | 51 | 29 | 0.0% |
| Q3 2025 | 107 | $285.2M | 4,841,389 | 5 | 50 | 30 | 0.0% |
| Q2 2025 | 116 | $274.4M | 4,873,824 | 11 | 46 | 42 | 0.0% |
| Q1 2025 | 116 | $252.2M | 4,786,420 | 10 | 39 | 47 | 0.0% |
| Q4 2024 | 121 | $254.9M | 4,967,963 | 15 | 43 | 35 | 0.0% |
| Q3 2024 | 114 | $307.2M | 7,211,825 | 5 | 49 | 36 | 0.0% |
| Q2 2024 | 120 | $235.5M | 4,350,650 | 18 | 34 | 45 | 0.0% |
| Q1 2024 | 115 | $258.2M | 4,839,883 | 13 | 41 | 39 | 0.0% |
| Q4 2023 | 112 | $234.0M | 4,477,128 | 10 | 36 | 45 | 0.0% |
| Q3 2023 | 108 | $225.9M | 4,484,410 | 18 | 37 | 36 | 0.0% |
| Q2 2023 | 102 | $234.6M | 4,646,657 | 18 | 33 | 30 | 0.0% |
| Q1 2023 | 88 | $206.9M | 4,100,078 | 20 | 32 | 18 | 0.0% |
| Q4 2022 | 79 | $202.9M | 4,114,092 | 23 | 30 | 17 | 0.0% |
| Q3 2022 | 58 | $645.3M | 14,469,030 | 12 | 22 | 17 | 0.0% |
| Q2 2022 | 49 | $563.4M | 11,395,239 | 2 | 21 | 16 | 0.0% |
| Q1 2022 | 59 | $701.3M | 12,585,728 | 9 | 19 | 17 | 0.0% |
| Q4 2021 | 57 | $470.6M | 8,283,502 | 7 | 25 | 15 | 0.0% |
| Q3 2021 | 52 | $384.6M | 6,328,386 | 5 | 21 | 19 | 5.2% |
| Q2 2021 | 56 | $399.1M | 6,733,480 | 2 | 24 | 23 | 0.0% |
| Q1 2021 | 61 | $447.6M | 7,900,312 | 6 | 23 | 21 | 0.0% |
| Q4 2020 | 60 | $424.0M | 7,733,375 | 5 | 18 | 25 | 0.0% |
| Q3 2020 | 64 | $391.5M | 8,381,493 | 7 | 14 | 31 | 0.0% |
| Q2 2020 | 69 | $572.6M | 12,455,479 | 12 | 20 | 32 | 0.0% |
| Q1 2020 | 70 | $574.0M | 14,449,279 | 9 | 19 | 31 | 0.0% |
| Q4 2019 | 71 | $803.6M | 14,098,058 | 7 | 27 | 24 | 0.0% |
| Q3 2019 | 67 | $718.5M | 13,686,317 | 6 | 35 | 18 | 0.0% |
| Q2 2019 | 65 | $693.4M | 12,470,096 | 8 | 24 | 19 | 0.0% |
| Q1 2019 | 64 | $2.0B | 36,585,037 | 11 | 28 | 15 | 0.0% |
| Q4 2018 | 57 | $151.0M | 2,967,951 | 0 | 1 | 0 | 0.0% |