DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPIB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
245
Reporting holders
$1.5B
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | $121.8M | 2,518,715 | 3.03% | 31q | +3.5%+$4.1M |
| LPL Financial LLC | $82.1M | 1,698,263 | 0.02% | 18q | +9.1%+$6.8M |
| Rice Partnership, LLC | $78.6M | 1,625,600 | 9.54% | 4q | +9.0%+$6.5M |
| FSM Wealth Advisors, LLC | $66.7M | 1,379,133 | 7.10% | 17q | +18.4%+$10.4M |
| Hills Bank & Trust Co | $61.2M | 1,265,473 | 2.60% | 25q | +202.9%+$41.0M |
| BANK OF AMERICA CORP /DE/ | $57.1M | 1,181,490 | 0.00% | 31q | +9.6%+$5.0M |
| HighTower Advisors, LLC | $48.0M | 991,898 | 0.05% | 31q | +0.9%+$445.2K |
| Parallel Advisors, LLC | $47.8M | 988,934 | 0.73% | 2q | +12.0%+$5.1M |
| Prime Capital Investment Advisors, LLC | $44.7M | 924,746 | 0.43% | 13q | HELD |
| RAYMOND JAMES FINANCIAL INC | $42.5M | 878,679 | 0.01% | 7q | +43.4%+$12.9M |
| Cetera Investment Advisers | $39.1M | 808,930 | 0.04% | 10q | +6.8%+$2.5M |
| MORGAN STANLEY | $27.5M | 569,467 | 0.00% | 28q | +16.3%+$3.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.5M | 567,754 | 0.01% | 4q | +27.6%+$5.9M |
| Goldstone Financial Group, LLC | $27.4M | 566,365 | 2.50% | 7q | +5.2%+$1.3M |
| Kestra Investment Management, LLC | $25.8M | 534,010 | 0.50% | 2q | -19.5%-$6.3M |
| Hughes Financial Services, LLC | $23.9M | 495,030 | 3.17% | 6q | +9.6%+$2.1M |
| Midwest Financial Partners Investments, Inc. | $23.3M | 482,644 | 9.69% | 3q | +5.9%+$1.3M |
| ENVESTNET ASSET MANAGEMENT INC | $22.1M | 456,577 | 0.01% | 9q | +24.0%+$4.3M |
| ForthRight Wealth Management, LLC | $22.0M | 455,739 | 5.64% | 13q | +8.1%+$1.6M |
| Apella Capital, LLC | $21.3M | 441,355 | 0.30% | 5q | +7.2%+$1.4M |
| KMG FIDUCIARY PARTNERS, LLC | $17.7M | 366,185 | 1.65% | 17q | +2.8%+$483.5K |
| Certified Advisory Corp | $17.6M | 364,814 | 1.42% | 15q | +3.8%+$640.2K |
| Peak Financial Management, Inc. | $17.3M | 357,597 | 3.97% | 6q | +3.9%+$653.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.7M | 325,000 | 0.02% | 28q | +4.6%+$690.1K |
| ADE, LLC | $14.8M | 306,297 | 6.26% | 2q | +2.6%+$378.2K |
| Modern Wealth Management, LLC | $13.3M | 275,212 | 0.16% | new | NEW |
| Stadion Money Management, LLC | $11.4M | 237,297 | 0.99% | 3q | HELD |
| CGN Advisors LLC | $11.2M | 232,330 | 0.82% | 23q | +5.6%+$592.2K |
| MAI Capital Management | $10.6M | 220,129 | 0.04% | 7q | +5.1%+$518.4K |
| ACIMA PRIVATE WEALTH, LLC | $10.4M | 215,439 | 3.02% | 10q | +2.1%+$212.3K |
| Summit Financial, LLC | $10.3M | 213,225 | 0.11% | 3q | +7.4%+$714.1K |
| Cambridge Investment Research Advisors, Inc. | $10.1M | 208,258 | 0.01% | 15q | +6.0%+$571.3K |
| ROYAL BANK OF CANADA | $10.0M | 206,281 | 0.00% | 22q | -42.3%-$7.3M |
| ARQ WEALTH ADVISORS, LLC | $9.9M | 207,372 | 1.23% | new | NEW |
| Peterson Wealth Advisors, LLC | $9.6M | 198,525 | 1.13% | 31q | +3.7%+$341.7K |
| Destiny Wealth Partners, LLC | $9.1M | 189,248 | 1.28% | 2q | -39.3%-$5.9M |
| Fiduciary Alliance LLC | $8.9M | 185,036 | 0.60% | 13q | +3.5%+$300.2K |
| Bleakley Financial Group, LLC | $8.6M | 178,555 | 0.11% | 15q | +1.5%+$127.0K |
| Baird Financial Group, Inc. | $8.5M | 175,141 | 0.01% | 13q | +2.5%+$210.5K |
| Cadent Capital Advisors, LLC | $8.2M | 168,597 | 1.68% | 3q | +5.2%+$404.9K |
| Broadway Wealth Solutions, Inc. | $8.0M | 165,627 | 3.74% | 7q | +8.4%+$623.5K |
| Ignite Planners, LLC | $7.9M | 163,239 | 1.09% | 12q | +2.3%+$177.2K |
| Financial Management Professionals, Inc. | $7.7M | 159,347 | 0.73% | 24q | +10.0%+$701.1K |
| CAPTRUST FINANCIAL ADVISORS | $7.6M | 157,488 | 0.01% | 13q | -24.7%-$2.5M |
| NewEdge Advisors, LLC | $7.6M | 156,216 | 0.02% | 5q | -8.6%-$709.3K |
| Windsor Capital Management, LLC | $7.4M | 153,939 | 1.93% | 31q | +1.5%+$113.0K |
| AssuredPartners Investment Advisors, LLC | $7.4M | 153,213 | 0.72% | 7q | +6.0%+$421.9K |
| Patton Albertson Miller Group, LLC | $7.3M | 150,308 | 0.72% | 2q | +1030.4%+$6.6M |
| Sonoma Allocations LLC | $7.3M | 150,342 | 2.25% | 4q | +5.7%+$390.3K |
| CARY STREET PARTNERS FINANCIAL LLC | $7.1M | 147,747 | 0.16% | 7q | +40.3%+$2.1M |
| Avior Wealth Management, LLC | $7.1M | 146,848 | 0.19% | 2q | +65.0%+$2.8M |
| Manske Wealth Management | $7.0M | 144,822 | 1.74% | 7q | +21.6%+$1.2M |
| POWER WEALTH MANAGEMENT LLC | $6.9M | 143,496 | 2.38% | 4q | +1.0%+$65.3K |
| JPMORGAN CHASE & CO | $6.9M | 142,629 | 0.00% | 12q | +65.5%+$2.7M |
| Treasure Coast Financial Planning | $6.5M | 133,875 | 3.16% | 14q | HELD |
| Focus Partners Advisor Solutions, LLC | $6.3M | 130,063 | 0.05% | 7q | +63.5%+$2.4M |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $6.2M | 129,182 | 0.27% | 24q | +1.2%+$77.0K |
| FIRST AMERICAN TRUST, FSB | $6.2M | 127,787 | 0.37% | 5q | +8.7%+$494.9K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.1M | 126,496 | 0.29% | 5q | -10.1%-$683.9K |
| Econ Financial Services Corp | $6.1M | 126,038 | 2.85% | 3q | +5.8%+$335.0K |
| Winter & Associates, Inc. | $6.0M | 125,022 | 4.54% | 3q | +77.7%+$2.6M |
| LexAurum Advisors, LLC | $5.8M | 119,855 | 0.67% | 30q | +15.5%+$779.6K |
| Refined Wealth Management | $5.8M | 119,352 | 3.48% | 2q | +2.4%+$133.3K |
| OSAIC HOLDINGS, INC. | $5.5M | 113,120 | 0.01% | 17q | +9.3%+$467.6K |
| Odyssey Group, LLC | $5.5M | 113,013 | 1.48% | new | FIRST |
| Retirement Planning Group, LLC | $5.4M | 112,138 | 0.14% | new | NEW |
| Elmwood Wealth Management, Inc. | $5.4M | 111,022 | 1.34% | 7q | +3.8%+$195.4K |
| Kroeger Financial Partners | $5.3M | 109,337 | 5.11% | new | FIRST |
| Cerity Partners LLC | $5.3M | 109,238 | 0.01% | 2q | -18.4%-$1.2M |
| Cedar Mountain Advisors, LLC | $5.2M | 108,113 | 0.90% | 4q | +2.5%+$128.4K |
| Beacon Pointe Advisors, LLC | $5.1M | 104,663 | 0.02% | 3q | +6.6%+$313.4K |
| ARKANSAS FINANCIAL GROUP, INC. | $5.0M | 103,507 | 0.65% | 4q | +10.3%+$469.3K |
| Roof Eidam Maycock Peralta, LLC | $4.7M | 97,660 | 0.93% | 5q | +4.9%+$218.8K |
| Ellenbecker Investment Group | $4.7M | 96,621 | 0.54% | new | NEW |
| Philadelphia Investment Partners, LLC | $4.5M | 93,538 | 2.82% | 2q | +11.1%+$451.1K |
| New Capital Management LP | $4.1M | 84,820 | 0.93% | 2q | +0.8%+$34.5K |
| Thrivent Financial for Lutherans | $3.9M | 80,341 | 0.01% | 5q | -41.9%-$2.8M |
| CROBAN | $3.8M | 78,946 | 1.68% | new | NEW |
| White & Co Financial Planning Inc | $3.8M | 77,901 | 2.33% | 7q | +9.6%+$329.0K |
| Etesian Wealth Advisors, Inc. | $3.6M | 74,529 | 1.07% | 15q | +22.3%+$657.6K |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.5M | 72,804 | 0.71% | 3q | +75.9%+$1.5M |
| Jacobi Capital Management LLC | $3.5M | 71,463 | 0.17% | 10q | +13.5%+$410.5K |
| Mach-1 Financial Group, LLC | $3.4M | 71,148 | 1.33% | 3q | +6.8%+$220.5K |
| Stratos Wealth Advisors, LLC | $3.4M | 70,573 | 0.19% | 12q | +2.9%+$94.6K |
| MMA ASSET MANAGEMENT LLC | $3.3M | 68,636 | 1.06% | 2q | +0.6%+$20.6K |
| &PARTNERS | $3.3M | 67,702 | 0.01% | 5q | +7.1%+$217.1K |
| JANE STREET GROUP, LLC | $3.2M | 66,521 | 0.00% | 3q | -71.5%-$8.1M |
| Waverly Advisors, LLC | $3.2M | 65,677 | 0.02% | 10q | +1.2%+$37.5K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $3.2M | 65,231 | 0.59% | 19q | -3.5%-$113.2K |
| OneAscent Financial Services LLC | $3.1M | 64,474 | 0.15% | 4q | +2.9%+$88.9K |
| Eaton Financial Holdings Company, LLC | $3.1M | 63,480 | 0.84% | 4q | +139.6%+$1.8M |
| RIVERSEDGE ADVISORS, LLC | $3.0M | 61,246 | 0.39% | 2q | +1.8%+$53.0K |
| IFP Advisors, Inc | $2.9M | 59,642 | 0.05% | 11q | +29721.0%+$2.9M |
| Cardinal Strategic Wealth Guidance | $2.8M | 57,389 | 0.63% | new | NEW |
| Koshinski Asset Management, Inc. | $2.7M | 56,190 | 0.14% | 10q | -5.9%-$170.2K |
| Bouvel Investment Partners, LLC | $2.7M | 55,274 | 0.60% | 5q | +10.8%+$261.1K |
| Total Clarity Wealth Management, Inc. | $2.6M | 54,487 | 0.51% | 2q | +207.0%+$1.8M |
| Ameritas Advisory Services, LLC | $2.5M | 52,622 | 0.05% | 3q | +77.0%+$1.1M |
| Private Advisor Group, LLC | $2.5M | 51,906 | 0.01% | 14q | -35.5%-$1.4M |
| Brendel Financial Advisors LLC | $2.5M | 51,898 | 1.16% | 2q | +2.3%+$56.5K |
Showing the largest 100 of 246 reported holders. The count of 245 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
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 | 97 | $499.7M | 10,702,751 | 12 | 52 | 22 | 0.0% |
| Q2 2026 | 245 | $1.5B | 32,023,505 | 26 | 138 | 53 | 0.0% |
| Q1 2026 | 237 | $1.4B | 29,635,125 | 39 | 130 | 40 | 0.0% |
| Q4 2025 | 213 | $1.1B | 22,120,997 | 33 | 111 | 39 | 0.0% |
| Q3 2025 | 188 | $906.8M | 18,496,692 | 45 | 91 | 26 | 0.0% |
| Q2 2025 | 159 | $708.0M | 14,566,393 | 35 | 70 | 30 | 0.0% |
| Q1 2025 | 130 | $456.2M | 9,527,212 | 20 | 63 | 26 | 0.0% |
| Q4 2024 | 125 | $396.5M | 8,387,358 | 17 | 55 | 30 | 0.0% |
| Q3 2024 | 113 | $368.7M | 7,578,585 | 8 | 61 | 27 | 0.0% |
| Q2 2024 | 120 | $359.2M | 7,618,989 | 12 | 58 | 31 | 0.0% |
| Q1 2024 | 116 | $356.9M | 7,497,263 | 19 | 53 | 24 | 0.0% |
| Q4 2023 | 108 | $290.0M | 6,068,237 | 20 | 35 | 34 | 0.0% |
| Q3 2023 | 98 | $281.7M | 6,193,704 | 11 | 44 | 28 | 0.0% |
| Q2 2023 | 96 | $261.6M | 5,615,858 | 16 | 44 | 17 | 0.0% |
| Q1 2023 | 85 | $211.7M | 4,472,155 | 12 | 27 | 29 | 0.0% |
| Q4 2022 | 86 | $255.4M | 5,554,192 | 20 | 19 | 28 | 0.0% |
| Q3 2022 | 69 | $4.2B | 95,531,002 | 5 | 27 | 24 | 0.0% |
| Q2 2022 | 74 | $3.7B | 81,306,040 | 13 | 20 | 31 | 0.0% |
| Q1 2022 | 65 | $3.6B | 72,707,975 | 10 | 28 | 12 | 0.0% |
| Q4 2021 | 66 | $3.7B | 73,449,242 | 8 | 26 | 16 | 0.0% |
| Q3 2021 | 62 | $3.3B | 64,377,448 | 6 | 28 | 17 | 0.0% |
| Q2 2021 | 61 | $871.3M | 15,512,296 | 9 | 26 | 11 | 0.0% |
| Q1 2021 | 54 | $774.6M | 15,099,161 | 9 | 26 | 9 | 0.0% |
| Q4 2020 | 47 | $692.4M | 13,347,527 | 4 | 21 | 12 | 0.0% |
| Q3 2020 | 49 | $5.5B | 108,638,482 | 10 | 22 | 10 | 0.0% |
| Q2 2020 | 44 | $11.4B | 228,869,665 | 12 | 20 | 7 | 0.0% |
| Q1 2020 | 38 | $6.9B | 147,268,962 | 5 | 18 | 9 | 0.0% |
| Q4 2019 | 42 | $7.1B | 142,565,862 | 7 | 20 | 6 | 0.0% |
| Q3 2019 | 39 | $148.5M | 2,906,765 | 12 | 13 | 8 | 0.0% |
| Q2 2019 | 28 | $153.3M | 3,026,301 | 3 | 12 | 7 | 0.0% |
| Q1 2019 | 29 | $147.3M | 3,000,026 | 6 | 11 | 8 | 0.0% |
| Q4 2018 | 27 | $139.9M | 2,953,520 | 3 | 0 | 0 | 0.0% |