DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPLD)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
165
Reporting holders
$3.3B
Reported value
0.0%
Calls
0.0%
Puts
+20
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 | $2.3B | 43,927,253 | 0.13% | 12q | -3.1%-$73.2M |
| FMR LLC | $125.3M | 2,401,346 | 0.01% | 3q | +51090.5%+$125.1M |
| CAPTRUST FINANCIAL ADVISORS | $81.9M | 1,569,546 | 0.13% | 11q | -3.5%-$3.0M |
| MORGAN STANLEY | $79.8M | 1,528,082 | 0.00% | 12q | +5.8%+$4.4M |
| M&T Bank Corp | $58.1M | 1,114,155 | 0.17% | 7q | +4.4%+$2.4M |
| LPL Financial LLC | $54.3M | 1,040,372 | 0.01% | 12q | -9.9%-$6.0M |
| Schiavi & Co LLC | $50.8M | 972,807 | 13.42% | 6q | +8.6%+$4.0M |
| Composition Wealth, LLC | $50.7M | 970,536 | 0.59% | 8q | +5.7%+$2.7M |
| UBS Group AG | $47.4M | 908,104 | 0.01% | 12q | +8.7%+$3.8M |
| Wealthquest Corp | $36.3M | 696,093 | 2.29% | new | NEW |
| MBM WEALTH CONSULTANTS, LLC | $26.8M | 513,387 | 5.17% | 8q | +51.4%+$9.1M |
| BANK OF AMERICA CORP /DE/ | $20.8M | 399,217 | 0.00% | 12q | -0.9%-$187.9K |
| Scott Capital Advisors, LLC | $16.8M | 321,805 | 2.63% | 2q | +720.9%+$14.7M |
| JONES FINANCIAL COMPANIES LLLP | $15.5M | 297,241 | 0.01% | 10q | +15.8%+$2.1M |
| Essential Planning, LLC. | $15.5M | 296,964 | 4.38% | 8q | +29.8%+$3.6M |
| ANCHOR CAPITAL ADVISORS LLC | $14.7M | 282,026 | 0.21% | 2q | +105.7%+$7.6M |
| TD Capital Management LLC | $14.3M | 273,341 | 1.17% | 8q | +3.6%+$502.2K |
| Spinnaker Investment Group, LLC | $14.0M | 269,007 | 2.25% | new | NEW |
| Per Stirling Capital Management, LLC. | $13.7M | 263,352 | 1.30% | new | NEW |
| Intellus Advisors LLC | $12.7M | 244,244 | 1.55% | 7q | +4.6%+$563.5K |
| RAYMOND JAMES FINANCIAL INC | $12.3M | 235,613 | 0.00% | 7q | -1.0%-$128.4K |
| FMA Wealth Management, LLC | $12.2M | 233,539 | 7.80% | 8q | -1.8%-$217.2K |
| Stonebridge Financial Group, LLC | $12.1M | 231,761 | 0.92% | 7q | -7.8%-$1.0M |
| HighTower Advisors, LLC | $11.0M | 211,649 | 0.01% | 7q | +1.0%+$104.0K |
| Bulwark Capital Corp | $10.3M | 196,887 | 5.78% | 5q | -16.6%-$2.1M |
| Wealth Advisors of Tampa Bay, LLC | $10.0M | 192,111 | 3.07% | 12q | +3.9%+$374.6K |
| OakTrust Wealth Advisors, LLC | $9.6M | 184,590 | 8.30% | 3q | +11.9%+$1.0M |
| Private Advisor Group, LLC | $9.5M | 181,890 | 0.04% | 8q | +2.0%+$190.3K |
| Juno Financial Group LLC | $9.3M | 177,780 | 3.29% | 2q | +6.8%+$591.6K |
| Kraft, Davis & Associates, LLC | $9.1M | 175,879 | 1.91% | 2q | +297.3%+$6.8M |
| DRIVE WEALTH MANAGEMENT, LLC | $8.0M | 153,466 | 1.43% | 4q | +13.7%+$964.6K |
| Cetera Investment Advisers | $7.3M | 140,347 | 0.01% | 10q | +16.4%+$1.0M |
| MONECO ADVISORS, LLC | $7.2M | 137,540 | 0.44% | 12q | +27.8%+$1.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 115,846 | 0.01% | 12q | -6.3%-$409.6K |
| Whipplewood Advisors, LLC | $6.0M | 115,738 | 4.07% | 2q | -23.0%-$1.8M |
| OSAIC HOLDINGS, INC. | $6.0M | 115,505 | 0.01% | 12q | +33.6%+$1.5M |
| Apella Capital, LLC | $5.2M | 99,443 | 0.07% | 2q | HELD |
| KINTRA WEALTH, LLC | $5.1M | 98,702 | 0.27% | new | NEW |
| Bleakley Financial Group, LLC | $4.9M | 93,775 | 0.06% | 3q | -2.7%-$133.9K |
| Sunrise Financial Services, LLC | $4.9M | 93,755 | 2.91% | 2q | +9.4%+$418.6K |
| Steward Partners Investment Advisory, LLC | $4.5M | 86,516 | 0.02% | 8q | HELD |
| WBH ADVISORY INC | $4.5M | 85,565 | 0.30% | new | NEW |
| AE Wealth Management LLC | $4.4M | 83,636 | 0.02% | 7q | +3.5%+$148.9K |
| Members Advisory Group LLC | $4.2M | 81,398 | 1.19% | 7q | -3.9%-$172.0K |
| Turning Point Benefit Group, Inc. | $4.0M | 76,806 | 1.72% | new | NEW |
| Grey Ledge Advisors, LLC | $4.0M | 75,720 | 0.79% | 7q | +7.4%+$273.3K |
| Diversified Portfolios, Inc. | $3.1M | 59,893 | 0.23% | 5q | +6.9%+$202.8K |
| Wealthcare Advisory Partners LLC | $3.0M | 57,903 | 0.06% | 7q | -13.0%-$450.0K |
| Equitable Holdings, Inc. | $2.9M | 56,391 | 0.02% | 6q | -30.0%-$1.3M |
| Nautilus Advisors LLC | $2.9M | 56,020 | 1.72% | 6q | -8.9%-$284.2K |
| Ascent Group, LLC | $2.9M | 54,982 | 0.09% | 5q | +78.4%+$1.3M |
| Insight Wealth Partners, LLC | $2.8M | 53,268 | 0.37% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $2.8M | 53,257 | 0.11% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.7M | 51,960 | 0.00% | 8q | +127.5%+$1.5M |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.5M | 48,689 | 0.04% | 2q | +33.0%+$630.9K |
| Rossby Financial, LCC | $2.5M | 48,568 | 0.46% | 6q | +69.0%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $2.5M | 47,835 | 0.00% | 12q | +18.8%+$395.8K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $2.4M | 45,345 | 1.44% | 7q | HELD |
| Cedarwood Wealth LLC | $2.3M | 43,630 | 1.72% | new | NEW |
| Savvy Advisors, Inc. | $2.2M | 42,564 | 0.05% | 3q | +12.4%+$244.5K |
| NICOLET BANKSHARES INC | $2.2M | 41,833 | 0.07% | 2q | -4.3%-$96.9K |
| KANE INVESTMENT MANAGEMENT, INC. | $2.2M | 41,226 | 0.92% | 6q | +13.5%+$256.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 40,808 | 0.00% | 12q | +29.0%+$478.3K |
| &PARTNERS | $1.9M | 36,067 | 0.01% | 9q | +9.4%+$161.9K |
| MML INVESTORS SERVICES, LLC | $1.9M | 35,931 | 0.00% | 8q | +63.6%+$728.7K |
| D.A. DAVIDSON & CO. | $1.8M | 35,216 | 0.01% | 12q | -1.1%-$21.3K |
| Capital Group Private Client Services, Inc. | $1.6M | 30,517 | 0.02% | 5q | +1.1%+$16.7K |
| BFSG, LLC | $1.5M | 28,856 | 0.13% | 2q | +665.2%+$1.3M |
| IRON Financial LLC | $1.4M | 26,202 | 0.56% | 2q | +1.4%+$19.2K |
| First Commonwealth Financial Corp /PA/ | $1.3M | 25,775 | 0.19% | 4q | -49.3%-$1.3M |
| Saiph Capital, LLC | $1.3M | 24,668 | 0.39% | 12q | HELD |
| TCP Asset Management, LLC | $1.3M | 24,151 | 0.14% | 4q | -41.2%-$881.7K |
| Janney Montgomery Scott LLC | $1.2M | 23,924 | 0.00% | 5q | -65.9%-$2.4M |
| HAZLETT, BURT & WATSON, INC. | $1.2M | 22,960 | 0.32% | 5q | +24.8%+$238.4K |
| Accretive Wealth Partners, LLC | $1.1M | 21,441 | 0.27% | 2q | -13.6%-$176.0K |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | $1.1M | 21,115 | 0.82% | 3q | +21.7%+$196.7K |
| TRUIST FINANCIAL CORP | $1.1M | 20,600 | 0.00% | 8q | +19.8%+$177.6K |
| WCG Wealth Advisors LLC | $1.0M | 19,246 | 0.02% | 7q | +1.0%+$9.7K |
| STIFEL FINANCIAL CORP | $965.5K | 18,500 | 0.00% | 3q | -2.1%-$21.0K |
| FIFTH THIRD BANCORP | $943.5K | 18,078 | 0.00% | 3q | HELD |
| PROTECTIVE LIFE CORP | $929.7K | 17,813 | 6.64% | 2q | -37.3%-$554.0K |
| OPPENHEIMER & CO INC | $872.9K | 16,725 | 0.01% | 2q | +91.6%+$417.3K |
| KWB Wealth | $868.6K | 16,643 | 0.07% | 10q | +37.1%+$234.9K |
| Galvin, Gaustad & Stein, LLC | $859.6K | 16,470 | 0.06% | new | NEW |
| WJ Wealth Management, LLC | $839.7K | 16,089 | 0.33% | 4q | -6.8%-$61.7K |
| J.W. COLE ADVISORS, INC. | $804.5K | 15,414 | 0.01% | new | NEW |
| Valor Advisors LLC | $795.0K | 15,232 | 0.59% | 3q | -33.3%-$397.5K |
| BlueStem Wealth Partners, LLC | $785.9K | 15,059 | 0.08% | 7q | +27.5%+$169.6K |
| Planning Project LLC | $696.2K | 13,393 | 0.14% | 2q | -33.5%-$350.5K |
| Vawter Financial, Ltd. | $678.0K | 12,991 | 0.26% | 4q | +0.7%+$4.9K |
| PRIVATE TRUST CO NA | $653.7K | 12,526 | 0.05% | 12q | HELD |
| Cedar Mountain Advisors, LLC | $640.2K | 12,267 | 0.11% | 3q | +1189.9%+$590.6K |
| NATIXIS ADVISORS, LLC | $564.0K | 10,806 | 0.00% | new | NEW |
| Cerity Partners LLC | $548.5K | 10,510 | 0.00% | 6q | +7.5%+$38.3K |
| Lakeside Advisors, INC. | $548.0K | 10,500 | 0.34% | new | NEW |
| Cloud Capital Management, LLC | $545.0K | 10,454 | 0.20% | 4q | HELD |
| Moors & Cabot, Inc. | $541.2K | 10,370 | 0.02% | new | NEW |
| Cottage Street Advisors LLC | $523.3K | 10,027 | 0.20% | new | NEW |
| Trellis Wealth Advisors LLC | $513.6K | 9,841 | 0.18% | new | NEW |
| Ameritas Investment Partners, Inc. | $508.7K | 9,746 | 0.01% | 2q | +5.7%+$27.6K |
Showing the largest 100 of 165 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 | 49 | $210.6M | 4,096,904 | 7 | 21 | 11 | 0.0% |
| Q2 2026 | 165 | $3.3B | 63,732,323 | 36 | 70 | 36 | 0.0% |
| Q1 2026 | 145 | $3.2B | 61,246,941 | 38 | 68 | 21 | 0.0% |
| Q4 2025 | 124 | $2.6B | 49,251,927 | 29 | 55 | 20 | 0.0% |
| Q3 2025 | 98 | $4.6B | 86,778,857 | 16 | 56 | 15 | 0.0% |
| Q2 2025 | 94 | $1.4B | 27,286,192 | 19 | 43 | 19 | 0.0% |
| Q1 2025 | 79 | $823.7M | 15,834,439 | 13 | 44 | 12 | 0.0% |
| Q4 2024 | 75 | $712.0M | 13,817,863 | 14 | 24 | 18 | 0.0% |
| Q3 2024 | 61 | $1.0B | 19,619,337 | 21 | 19 | 12 | 0.0% |
| Q2 2024 | 45 | $944.2M | 18,441,323 | 2 | 12 | 17 | 0.0% |
| Q1 2024 | 46 | $962.6M | 18,897,409 | 13 | 9 | 13 | 0.0% |
| Q4 2023 | 36 | $936.9M | 18,516,046 | 6 | 5 | 17 | 0.0% |
| Q3 2023 | 36 | $517.0M | 10,360,294 | 36 | 0 | 0 | 0.0% |