DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPIE)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
480
Reporting holders
$5.9B
Reported value
0.0%
Calls
0.0%
Puts
+30
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $616.1M | 13,379,994 | 0.08% | 2q | +54.2%+$216.4M |
| JPMORGAN CHASE & CO | $381.4M | 8,272,672 | 0.02% | 12q | +23.5%+$72.6M |
| MORGAN STANLEY | $336.6M | 7,308,659 | 0.02% | 18q | +2.4%+$8.0M |
| Sequoia Financial Advisors, LLC | $328.4M | 7,131,321 | 1.64% | 9q | +11.7%+$34.4M |
| WELLS FARGO & COMPANY/MN | $289.4M | 6,285,301 | 0.05% | 10q | +8.7%+$23.2M |
| Savant Capital, LLC | $286.2M | 6,215,784 | 0.84% | 12q | -3.4%-$9.9M |
| BANK OF AMERICA CORP /DE/ | $190.3M | 4,132,207 | 0.01% | 14q | +14.3%+$23.7M |
| Waverly Advisors, LLC | $122.9M | 2,667,808 | 0.71% | 11q | +7.1%+$8.1M |
| ENVESTNET ASSET MANAGEMENT INC | $121.3M | 2,634,836 | 0.03% | 17q | +1.2%+$1.5M |
| LPL Financial LLC | $95.4M | 2,071,878 | 0.02% | 9q | +187.2%+$62.2M |
| RAYMOND JAMES FINANCIAL INC | $92.7M | 2,013,557 | 0.03% | 7q | +16.0%+$12.8M |
| ROYAL BANK OF CANADA | $87.2M | 1,894,283 | 0.01% | 10q | -17.2%-$18.1M |
| OSAIC HOLDINGS, INC. | $79.5M | 1,726,054 | 0.09% | 17q | +5.0%+$3.8M |
| Syntegra Private Wealth Group, LLC | $76.5M | 1,662,025 | 5.93% | 15q | +50.6%+$25.7M |
| Southern Financial Group, LLC | $65.0M | 1,410,454 | 16.58% | 3q | +4.5%+$2.8M |
| CARY STREET PARTNERS FINANCIAL LLC | $56.4M | 1,225,072 | 1.23% | 7q | +8.6%+$4.5M |
| Hilton Capital Management, LLC | $54.5M | 1,183,795 | 3.71% | 5q | +22.1%+$9.9M |
| Janney Montgomery Scott LLC | $52.2M | 1,133,112 | 0.10% | 17q | +9.6%+$4.6M |
| Williams Financial, LLC | $51.6M | 1,120,305 | 26.66% | 6q | +6.6%+$3.2M |
| Wagner Wealth Management, LLC | $47.6M | 1,034,574 | 8.81% | 16q | +14.3%+$6.0M |
| D'Orazio & Associates, Inc. | $45.7M | 991,357 | 5.28% | 13q | +4.7%+$2.1M |
| Rockefeller Capital Management L.P. | $44.5M | 966,943 | 0.07% | 11q | +9.2%+$3.8M |
| Enclave Advisors LLC | $44.2M | 960,511 | 5.60% | 8q | +9.4%+$3.8M |
| TRUIST FINANCIAL CORP | $40.5M | 879,721 | 0.05% | 13q | +8.6%+$3.2M |
| KINTRA WEALTH, LLC | $39.0M | 848,974 | 2.04% | 6q | +47.1%+$12.5M |
| Cornerstone Advisory, LLC | $38.2M | 829,529 | 3.17% | 15q | +20.5%+$6.5M |
| Diversified Enterprises, LLC | $37.9M | 822,163 | 1.83% | 8q | +3.7%+$1.3M |
| Cetera Investment Advisers | $37.3M | 810,798 | 0.03% | 10q | +10.5%+$3.6M |
| Confluence Wealth Services, Inc. | $34.1M | 740,802 | 0.98% | 8q | +33.3%+$8.5M |
| Capital Advisors Wealth Management, LLC | $32.8M | 712,743 | 3.85% | 18q | +8.5%+$2.6M |
| Cambridge Investment Research Advisors, Inc. | $31.7M | 688,506 | 0.04% | 11q | +48.7%+$10.4M |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $29.6M | 642,277 | 2.56% | 15q | +6.8%+$1.9M |
| Legacy Edge Advisors, LLC | $29.4M | 637,747 | 2.70% | 11q | +43.5%+$8.9M |
| Wealthcare Advisory Partners LLC | $29.0M | 630,709 | 0.55% | 15q | +6.0%+$1.6M |
| JONES FINANCIAL COMPANIES LLLP | $28.1M | 610,186 | 0.01% | 6q | +50.9%+$9.5M |
| Scott Capital Advisors, LLC | $27.5M | 597,811 | 4.31% | 14q | +4.5%+$1.2M |
| Armor Investment Advisors, LLC | $27.2M | 589,846 | 8.71% | 16q | +8.6%+$2.2M |
| D.A. DAVIDSON & CO. | $26.8M | 582,072 | 0.15% | 14q | +5.5%+$1.4M |
| STIFEL FINANCIAL CORP | $26.5M | 574,844 | 0.02% | 10q | +3.4%+$869.1K |
| Longview Financial Advisors LLC | $26.3M | 571,553 | 13.01% | 7q | +9.9%+$2.4M |
| Resonant Capital Advisors, LLC | $25.9M | 562,989 | 1.24% | 2q | +3.8%+$949.6K |
| GREAT VALLEY ADVISOR GROUP, INC. | $25.3M | 549,852 | 0.40% | 5q | +14.0%+$3.1M |
| Planned Solutions, Inc. | $25.1M | 544,008 | 7.18% | 15q | +2.1%+$503.7K |
| Lineweaver Wealth Advisors, LLC | $24.7M | 537,386 | 2.93% | 7q | -8.1%-$2.2M |
| Schneider Downs Wealth Management Advisors, LP | $24.6M | 533,150 | 2.31% | 13q | +12.7%+$2.8M |
| TPG Financial Advisors, LLC | $24.3M | 526,755 | 7.24% | 15q | +1.4%+$339.3K |
| NavPoint Financial, Inc. | $23.9M | 519,341 | 8.86% | 8q | +4.1%+$941.3K |
| Certified Advisory Corp | $23.9M | 517,962 | 1.92% | 13q | +9.6%+$2.1M |
| Visionary Wealth Advisors | $23.2M | 503,272 | 0.92% | 15q | -0.8%-$178.5K |
| MEANS INVESTMENT CO., INC. | $23.1M | 501,929 | 1.75% | new | NEW |
| Apollon Wealth Management, LLC | $23.0M | 498,556 | 0.28% | 6q | +19.9%+$3.8M |
| NewEdge Wealth, LLC | $22.8M | 495,830 | 0.23% | 8q | -12.6%-$3.3M |
| True North Advisors, LLC | $22.5M | 488,499 | 2.15% | 2q | -6.0%-$1.4M |
| ELEMENT POINTE ADVISORS, LLC | $22.3M | 485,022 | 3.60% | 4q | +2.6%+$558.2K |
| Echo Wealth Management, LLC | $21.5M | 466,277 | 10.96% | 11q | +5.6%+$1.1M |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $21.5M | 466,095 | 5.44% | 12q | +1.0%+$216.3K |
| Vestmark Advisory Solutions, Inc. | $20.8M | 451,814 | 0.20% | 18q | +4.1%+$825.6K |
| JANE STREET GROUP, LLC | $20.8M | 450,787 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $20.6M | 447,195 | 0.32% | 11q | +72.6%+$8.7M |
| One Capital Management, LLC | $20.0M | 435,070 | 0.56% | 5q | HELD |
| Peterson Wealth Advisors, LLC | $19.1M | 414,634 | 2.26% | 6q | +2.1%+$388.4K |
| HBW ADVISORY SERVICES LLC | $18.8M | 408,821 | 1.70% | 11q | HELD |
| HighTower Advisors, LLC | $18.5M | 401,901 | 0.02% | 11q | +13.6%+$2.2M |
| Greenwich Wealth Management LLC | $18.3M | 398,349 | 0.67% | 7q | +15.1%+$2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $18.3M | 397,952 | 0.02% | 16q | -37.5%-$11.0M |
| NORTHLAND SECURITIES, INC. | $18.3M | 397,103 | 10.65% | 3q | -2.5%-$471.4K |
| Kestra Advisory Services, LLC | $18.1M | 392,373 | 0.06% | 12q | +25.1%+$3.6M |
| Pearl Planning LLC | $18.0M | 391,356 | 8.29% | 2q | +9.3%+$1.5M |
| Integrated Wealth Concepts LLC | $17.5M | 379,614 | 0.11% | 2q | +5.8%+$960.5K |
| Magnus Financial Group LLC | $17.2M | 372,965 | 1.21% | 15q | +4.2%+$687.1K |
| Bernardo Wealth Planning LLC | $17.1M | 371,857 | 2.93% | 15q | +20.5%+$2.9M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $17.0M | 369,273 | 0.31% | 11q | +1.1%+$188.3K |
| Tradition Wealth Management, LLC | $16.4M | 355,491 | 1.00% | 18q | +8.9%+$1.3M |
| Pinion Investment Advisors, LLC | $16.1M | 349,358 | 3.05% | 6q | +32.7%+$4.0M |
| Merit Financial Group, LLC | $15.7M | 339,992 | 0.10% | 3q | +4.3%+$645.2K |
| PLANNING DIRECTIONS INC | $15.4M | 334,845 | 7.14% | 2q | +45.6%+$4.8M |
| Farther Finance Advisors, LLC | $15.2M | 329,163 | 0.12% | 14q | +24.7%+$3.0M |
| Clear Trail Advisors, LLC | $15.2M | 329,004 | 2.31% | 2q | +10.5%+$1.4M |
| PARK AVENUE SECURITIES LLC | $14.9M | 322,942 | 0.09% | 3q | +9.2%+$1.2M |
| SMITH, MOORE & CO. | $14.8M | 321,603 | 0.96% | 13q | +4.6%+$649.6K |
| BEAM WEALTH ADVISORS, INC. | $14.3M | 309,484 | 3.14% | 2q | +77.9%+$6.2M |
| HARBOR ADVISORY CORP /MA/ | $14.2M | 309,388 | 3.81% | 2q | +17.8%+$2.2M |
| PNC Financial Services Group, Inc. | $14.1M | 306,182 | 0.01% | 9q | +22.1%+$2.6M |
| Arkadios Wealth Advisors | $13.9M | 302,038 | 0.21% | 6q | -74.9%-$41.5M |
| O'ROURKE & COMPANY, Inc | $13.2M | 286,947 | 4.61% | 8q | +18.8%+$2.1M |
| American Financial Advisors, LLC | $13.2M | 286,634 | 1.59% | 5q | +9.7%+$1.2M |
| FMA Wealth Management, LLC | $12.5M | 272,348 | 8.03% | 11q | -1.1%-$137.8K |
| FAGAN ASSOCIATES, INC. | $12.5M | 272,160 | 1.54% | 4q | +10.5%+$1.2M |
| NewEdge Advisors, LLC | $12.3M | 267,010 | 0.04% | 13q | HELD |
| Bridgewealth Advisory Group, LLC | $12.2M | 265,243 | 2.31% | 11q | +7.9%+$891.8K |
| Krilogy Financial LLC | $11.5M | 248,774 | 0.34% | 6q | -3.4%-$399.3K |
| Richard W. Paul & Associates, LLC | $11.4M | 247,862 | 3.49% | 13q | +5.6%+$603.7K |
| Andrews Advisory Associates, LLC | $10.7M | 233,186 | 5.16% | 3q | +6.0%+$609.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $10.7M | 231,407 | 6.49% | 6q | +4.8%+$488.8K |
| Geneos Wealth Management Inc. | $10.6M | 229,432 | 0.22% | 10q | -29.3%-$4.4M |
| Financial Futures Ltd Liability Co. | $10.3M | 224,615 | 3.94% | 10q | +6.4%+$621.1K |
| Leverty Financial Group, LLC | $10.3M | 224,324 | 2.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $10.3M | 222,697 | 0.02% | 16q | +31.2%+$2.4M |
| S Harris Financial Group, LLC | $10.1M | 219,612 | 7.84% | 3q | +8.5%+$794.8K |
| Penney Financial, LLC | $9.8M | 211,958 | 3.41% | 8q | +1.6%+$154.7K |
Showing the largest 100 of 481 reported holders. The count of 480 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 | 217 | $1.5B | 33,588,305 | 40 | 112 | 44 | 0.0% |
| Q2 2026 | 480 | $5.9B | 128,933,467 | 62 | 256 | 102 | 0.0% |
| Q1 2026 | 450 | $5.2B | 113,675,384 | 68 | 255 | 83 | 0.0% |
| Q4 2025 | 417 | $4.3B | 92,235,856 | 51 | 227 | 70 | 0.0% |
| Q3 2025 | 356 | $3.9B | 84,304,565 | 46 | 220 | 55 | 0.0% |
| Q2 2025 | 340 | $3.0B | 65,468,466 | 63 | 166 | 77 | 0.0% |
| Q1 2025 | 298 | $2.4B | 51,914,559 | 49 | 161 | 56 | 0.0% |
| Q4 2024 | 271 | $1.9B | 42,125,555 | 33 | 131 | 52 | 0.0% |
| Q3 2024 | 230 | $1.9B | 40,243,943 | 38 | 120 | 36 | 0.0% |
| Q2 2024 | 199 | $1.3B | 27,966,941 | 33 | 99 | 42 | 0.0% |
| Q1 2024 | 179 | $1.0B | 22,599,891 | 30 | 97 | 33 | 0.0% |
| Q4 2023 | 166 | $854.9M | 18,746,216 | 35 | 79 | 29 | 0.0% |
| Q3 2023 | 133 | $492.5M | 11,093,100 | 27 | 74 | 13 | 0.0% |
| Q2 2023 | 109 | $410.9M | 9,090,830 | 31 | 57 | 14 | 0.0% |
| Q1 2023 | 84 | $294.6M | 6,436,800 | 22 | 41 | 13 | 0.0% |
| Q4 2022 | 67 | $235.3M | 5,156,462 | 28 | 22 | 7 | 1.1% |
| Q3 2022 | 37 | $123.5M | 2,748,739 | 13 | 15 | 6 | 1.4% |
| Q2 2022 | 31 | $121.2M | 2,608,036 | 14 | 9 | 4 | 1.3% |
| Q1 2022 | 18 | $282.1M | 5,878,461 | 10 | 4 | 2 | 0.0% |
| Q4 2021 | 8 | $234.3M | 4,665,855 | 7 | 0 | 0 | 0.0% |