DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPIN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
108
Reporting holders
$252.0M
Reported value
0.0%
Calls
0.0%
Puts
-6
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 |
|---|---|---|---|---|---|
| UBS Group AG | $33.1M | 457,583 | 0.00% | 31q | -4.9%-$1.7M |
| MORGAN STANLEY | $22.7M | 313,726 | 0.00% | 35q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.6M | 280,697 | 0.03% | 31q | -2.0%-$414.7K |
| Cerity Partners LLC | $14.8M | 204,172 | 0.02% | 13q | -1.8%-$269.7K |
| Sterneck Capital Management, LLC | $12.2M | 169,134 | 5.24% | 31q | -1.8%-$222.0K |
| CAPTRUST FINANCIAL ADVISORS | $12.2M | 168,438 | 0.02% | 23q | +3.4%+$397.9K |
| Focus Partners Wealth | $9.1M | 126,310 | 0.01% | 7q | +3.4%+$296.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.5M | 117,809 | 0.00% | 13q | -4.5%-$401.0K |
| Kingsview Wealth Management, LLC | $8.4M | 115,977 | 0.10% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $8.3M | 114,178 | 0.00% | 7q | -6.3%-$554.8K |
| OSAIC HOLDINGS, INC. | $7.4M | 102,273 | 0.01% | 26q | +18.1%+$1.1M |
| ROYAL BANK OF CANADA | $6.7M | 92,614 | 0.00% | 31q | -10.5%-$782.0K |
| LPL Financial LLC | $6.7M | 91,976 | 0.00% | 31q | -32.9%-$3.3M |
| Sanctuary Advisors, LLC | $6.3M | 87,159 | 0.03% | new | NEW |
| JPMORGAN CHASE & CO | $6.0M | 82,184 | 0.00% | 31q | -7.6%-$492.6K |
| BANK OF AMERICA CORP /DE/ | $4.5M | 61,793 | 0.00% | 31q | -58.0%-$6.2M |
| Allworth Financial LP | $3.6M | 49,506 | 0.02% | 31q | -0.6%-$23.4K |
| WELLS FARGO & COMPANY/MN | $3.5M | 48,109 | 0.00% | 31q | -0.8%-$27.7K |
| JONES FINANCIAL COMPANIES LLLP | $3.4M | 46,495 | 0.00% | 9q | +40.3%+$965.0K |
| MCF Advisors LLC | $2.9M | 40,655 | 0.11% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.9M | 40,424 | 0.00% | 31q | +103.5%+$1.5M |
| Rockefeller Capital Management L.P. | $2.1M | 29,596 | 0.00% | 7q | HELD |
| 5T Wealth, LLC | $2.0M | 27,770 | 0.75% | 7q | -13.2%-$306.4K |
| Steward Partners Investment Advisory, LLC | $1.8M | 25,579 | 0.01% | 29q | -3.3%-$63.4K |
| Mendel Money Management | $1.7M | 23,956 | 0.63% | 21q | +35.7%+$455.4K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.6M | 21,505 | 0.53% | 7q | -15.3%-$280.3K |
| AlphaCore Capital LLC | $1.5M | 21,257 | 0.03% | 6q | HELD |
| Sherman Wealth Management LLC | $1.4M | 19,387 | 1.06% | 3q | +8.9%+$114.3K |
| Beacon Pointe Advisors, LLC | $1.3M | 17,803 | 0.01% | new | NEW |
| Apella Capital, LLC | $1.3M | 17,544 | 0.02% | 20q | -0.7%-$8.7K |
| RHS Financial, LLC | $1.2M | 16,765 | 0.49% | 11q | +78.5%+$533.3K |
| Advisory Services Network, LLC | $1.2M | 16,447 | 0.01% | 2q | +77.9%+$520.8K |
| Quantinno Capital Management LP | $1.2M | 16,203 | 0.00% | 3q | -6.6%-$82.9K |
| LexAurum Advisors, LLC | $1.1M | 15,651 | 0.13% | 30q | -7.0%-$85.1K |
| CreativeOne Wealth, LLC | $1.1M | 15,610 | 0.02% | 31q | -16.8%-$227.4K |
| NewEdge Advisors, LLC | $1.0M | 14,478 | 0.00% | 11q | +37.1%+$283.4K |
| RVW Wealth, LLC | $1.0M | 13,864 | 0.07% | 30q | HELD |
| AMERIPRISE FINANCIAL INC | $998.7K | 13,811 | 0.00% | 31q | -1.7%-$17.7K |
| Stonehearth Capital Management, LLC | $995.5K | 13,767 | 0.34% | 31q | -5.1%-$54.0K |
| Kathmere Capital Management, LLC | $990.5K | 13,698 | 0.05% | 13q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $909.4K | 12,576 | 0.00% | 10q | -8.5%-$84.2K |
| Independent Wealth Network Inc. | $896.5K | 12,397 | 0.23% | 20q | +5.2%+$44.7K |
| AQR CAPITAL MANAGEMENT LLC | $891.4K | 12,327 | 0.00% | 8q | -1.9%-$17.6K |
| JANE STREET GROUP, LLC | $890.0K | 12,308 | 0.00% | 4q | -64.0%-$1.6M |
| Spire Wealth Management | $878.5K | 12,149 | 0.03% | 22q | -6.7%-$63.0K |
| BlackRock, Inc. | $862.8K | 11,931 | 0.00% | 3q | +22.7%+$159.4K |
| Vise Technologies, Inc. | $858.1K | 11,867 | 0.01% | 8q | -15.0%-$151.8K |
| Summit Financial, LLC | $771.1K | 10,664 | 0.01% | 2q | -1.7%-$13.0K |
| Cetera Investment Advisers | $728.3K | 10,071 | 0.00% | 10q | +1.1%+$7.7K |
| Composition Wealth, LLC | $691.0K | 9,556 | 0.01% | 4q | HELD |
| Farther Finance Advisors, LLC | $673.0K | 9,306 | 0.01% | 12q | +176.9%+$430.0K |
| Private Advisor Group, LLC | $656.5K | 9,079 | 0.00% | 5q | +7.7%+$47.0K |
| Pinnacle Financial Partners, Inc. | $655.6K | 9,066 | 0.00% | 3q | -1.5%-$10.1K |
| AlTi Global, Inc. | $633.3K | 8,758 | 0.01% | 7q | HELD |
| Kestra Advisory Services, LLC | $578.4K | 7,999 | 0.00% | 24q | HELD |
| Gimbal Financial | $574.6K | 7,946 | 0.35% | 6q | HELD |
| HHM Wealth Advisors, LLC | $548.5K | 7,585 | 0.06% | 29q | HELD |
| Vawter Financial, Ltd. | $528.7K | 7,311 | 0.20% | 4q | HELD |
| First Commonwealth Financial Corp /PA/ | $520.7K | 7,201 | 0.07% | 31q | -1.2%-$6.2K |
| Worth Financial Advisory Group, LLC | $513.3K | 7,099 | 0.21% | new | NEW |
| Schiavi & Co LLC | $511.7K | 7,076 | 0.14% | 11q | HELD |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $505.5K | 6,991 | 0.04% | 15q | -5.1%-$27.3K |
| Empire Financial Management Company, LLC | $488.5K | 6,755 | 0.19% | 14q | -3.9%-$19.9K |
| MN Wealth Advisors, LLC | $473.4K | 6,546 | 0.20% | 11q | -1.6%-$7.5K |
| Vident Advisory, LLC | $471.9K | 6,526 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $437.6K | 6,052 | 0.00% | 2q | +7.9%+$32.2K |
| MML INVESTORS SERVICES, LLC | $427.5K | 5,912 | 0.00% | 31q | +3.6%+$15.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $420.0K | 5,808 | 0.00% | 14q | +1.2%+$5.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $400.7K | 5,542 | 0.00% | 31q | -2.3%-$9.5K |
| Modern Wealth Management, LLC | $397.7K | 5,500 | 0.00% | 7q | -2.0%-$8.0K |
| DAYMARK WEALTH PARTNERS, LLC | $383.7K | 5,306 | 0.01% | 12q | -2.0%-$8.0K |
| NorthRock Partners, LLC | $311.4K | 4,306 | 0.00% | 4q | HELD |
| MLG Wealth Management DBA Pine Grove Financial Group | $295.2K | 4,082 | 0.03% | 3q | -2.8%-$8.4K |
| Facet Wealth, Inc. | $257.7K | 3,564 | 0.00% | 5q | HELD |
| Trilogy Capital Inc. | $253.2K | 3,501 | 0.01% | 31q | HELD |
| 3Chopt Investment Partners, LLC | $240.4K | 3,325 | 0.05% | 6q | HELD |
| Summit Wealth Partners, LLC | $228.4K | 3,159 | 0.03% | 5q | -1.8%-$4.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.1K | 3,155 | 0.00% | 31q | +1.1%+$2.5K |
| PNC Financial Services Group, Inc. | $220.7K | 3,052 | 0.00% | 27q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $210.9K | 2,916 | 0.10% | 27q | HELD |
| Virtu Financial LLC | $200.0K | 2,764 | 0.01% | 2q | -1.5%-$3.1K |
| Arax Advisory Partners | $195.6K | 2,705 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $192.3K | 2,660 | 0.02% | new | NEW |
| Capital Analysts, LLC | $107.0K | 1,476 | 0.00% | 17q | +1.3%+$1.4K |
| Lodestone Wealth Management LLC | $98.0K | 1,356 | 0.03% | 3q | +1.1%+$1.1K |
| FMR LLC | $96.2K | 1,331 | 0.00% | 28q | +8.1%+$7.2K |
| IFP Advisors, Inc | $52.9K | 732 | 0.00% | 5q | HELD |
| Smithfield Trust Co | $49.0K | 681 | 0.00% | 14q | HELD |
| Horizon Investments, LLC | $35.2K | 487 | 0.00% | 3q | -50.0%-$35.2K |
| SYM FINANCIAL Corp | $33.7K | 466 | 0.00% | 31q | HELD |
| AE Wealth Management LLC | $32.9K | 455 | 0.00% | 7q | +29.6%+$7.5K |
| EverSource Wealth Advisors, LLC | $31.1K | 431 | 0.00% | 11q | +1.4% |
| Ancora Advisors LLC | $28.9K | 400 | 0.00% | 31q | HELD |
| N.E.W. Advisory Services LLC | $25.3K | 350 | 0.00% | 6q | HELD |
| Founders Financial Alliance, LLC | $24.2K | 335 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $23.4K | 323 | 0.00% | 2q | HELD |
| Strategic Wealth Partners, Ltd. | $23.1K | 319 | 0.00% | 5q | -2.7% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $17.3K | 240 | 0.00% | 3q | -56.1%-$22.1K |
| VANGUARD ADVISERS INC | $10.1K | 139 | 0.00% | 2q | +1444.4%+$9.4K |
| CITIGROUP INC | $8.7K | 120 | 0.00% | 18q | -96.6%-$249.2K |
Showing the largest 100 of 108 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 | 27 | $41.2M | 561,383 | 4 | 4 | 10 | 0.0% |
| Q2 2026 | 108 | $252.0M | 3,480,363 | 8 | 26 | 42 | 0.0% |
| Q1 2026 | 114 | $248.4M | 3,491,932 | 11 | 24 | 40 | 0.0% |
| Q4 2025 | 107 | $261.8M | 3,864,076 | 11 | 34 | 26 | 0.0% |
| Q3 2025 | 104 | $258.8M | 3,886,602 | 11 | 29 | 29 | 0.0% |
| Q2 2025 | 105 | $246.0M | 3,833,975 | 15 | 26 | 36 | 0.0% |
| Q1 2025 | 99 | $225.4M | 3,948,999 | 10 | 27 | 39 | 0.0% |
| Q4 2024 | 100 | $215.3M | 4,018,205 | 10 | 28 | 28 | 0.0% |
| Q3 2024 | 95 | $510.3M | 19,770,901 | 6 | 35 | 25 | 0.0% |
| Q2 2024 | 98 | $245.1M | 4,428,952 | 7 | 24 | 43 | 0.0% |
| Q1 2024 | 100 | $301.0M | 5,353,975 | 12 | 24 | 34 | 0.0% |
| Q4 2023 | 97 | $268.8M | 4,949,176 | 9 | 27 | 43 | 0.0% |
| Q3 2023 | 89 | $231.2M | 4,574,140 | 5 | 23 | 46 | 0.0% |
| Q2 2023 | 94 | $318.6M | 6,164,127 | 10 | 29 | 35 | 0.0% |
| Q1 2023 | 89 | $566.6M | 10,830,171 | 5 | 28 | 38 | 0.0% |
| Q4 2022 | 99 | $601.2M | 11,715,124 | 18 | 21 | 47 | 0.0% |
| Q3 2022 | 88 | $514.9M | 11,969,237 | 6 | 26 | 40 | 0.0% |
| Q2 2022 | 94 | $574.0M | 11,759,489 | 6 | 27 | 42 | 0.0% |
| Q1 2022 | 102 | $683.0M | 12,104,449 | 4 | 34 | 35 | 0.0% |
| Q4 2021 | 111 | $885.0M | 15,091,933 | 6 | 35 | 47 | 0.0% |
| Q3 2021 | 113 | $958.5M | 15,795,640 | 16 | 41 | 37 | 0.0% |
| Q2 2021 | 101 | $898.4M | 14,381,422 | 6 | 37 | 40 | 0.0% |
| Q1 2021 | 108 | $857.0M | 14,015,874 | 10 | 29 | 43 | 0.0% |
| Q4 2020 | 116 | $958.8M | 16,384,718 | 6 | 33 | 51 | 0.0% |
| Q3 2020 | 113 | $898.4M | 17,317,076 | 7 | 32 | 55 | 0.0% |
| Q2 2020 | 114 | $8.8B | 178,606,378 | 12 | 28 | 58 | 0.0% |
| Q1 2020 | 124 | $4.3B | 98,262,990 | 11 | 30 | 66 | 0.0% |
| Q4 2019 | 146 | $3.9B | 68,804,197 | 11 | 40 | 56 | 0.0% |
| Q3 2019 | 135 | $5.1B | 95,555,696 | 10 | 40 | 59 | 0.0% |
| Q2 2019 | 145 | $15.1B | 273,896,902 | 19 | 49 | 51 | 0.0% |
| Q1 2019 | 142 | $20.5B | 374,563,112 | 22 | 52 | 47 | 0.0% |
| Q4 2018 | 132 | $1.5B | 28,808,298 | 1 | 0 | 1 | 0.0% |