DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPMB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
37
Reporting holders
$49.5M
Reported value
0.0%
Calls
0.0%
Puts
-3
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $10.8M | 268,669 | 0.00% | 13q | +3.7%+$382.6K |
| BANK OF AMERICA CORP /DE/ | $7.9M | 195,253 | 0.00% | 28q | -4.7%-$386.5K |
| Cambria Investment Management, L.P. | $6.1M | 150,900 | 0.30% | 10q | +3.0%+$173.8K |
| RiverFront Investment Group, LLC | $5.7M | 141,857 | 0.08% | 10q | +1.2%+$67.2K |
| ARQ WEALTH ADVISORS, LLC | $4.9M | 123,765 | 0.61% | 10q | +44.2%+$1.5M |
| JPMORGAN CHASE & CO | $2.5M | 61,557 | 0.00% | 3q | +6.0%+$140.7K |
| HSBC HOLDINGS PLC | $2.2M | 55,748 | 0.00% | 6q | +49.6%+$745.5K |
| LPL Financial LLC | $2.1M | 52,380 | 0.00% | 27q | -41.9%-$1.5M |
| Forthright Family Wealth Advisory LLC | $1.1M | 28,270 | 0.64% | new | NEW |
| Convergence Financial, LLC | $730.4K | 18,118 | 0.06% | 9q | +104.3%+$372.9K |
| Focus Financial Network, Inc. | $646.3K | 16,031 | 0.02% | 17q | -3.5%-$23.4K |
| Pure Financial Advisors, LLC | $627.7K | 15,570 | 0.01% | 19q | -4.8%-$31.4K |
| Steward Partners Investment Advisory, LLC | $598.2K | 14,839 | 0.00% | 17q | +0.6%+$3.4K |
| 5T Wealth, LLC | $576.4K | 14,297 | 0.21% | 3q | +2.7%+$15.2K |
| JANE STREET GROUP, LLC | $537.5K | 13,333 | 0.00% | 5q | -90.0%-$4.8M |
| GTS SECURITIES LLC | $467.1K | 11,587 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $447.1K | 11,090 | 0.00% | 2q | +115.8%+$239.9K |
| Farther Finance Advisors, LLC | $430.9K | 10,688 | 0.00% | 3q | +10588.0%+$426.8K |
| Integrated Wealth Concepts LLC | $366.6K | 9,093 | 0.00% | 2q | +38.6%+$102.0K |
| UBS Group AG | $258.3K | 6,407 | 0.00% | 2q | +1.3%+$3.3K |
| Dynamic Advisor Solutions LLC | $201.6K | 5,000 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $133.2K | 3,305 | 0.00% | 26q | +3.8%+$4.8K |
| GAMMA Investing LLC | $39.6K | 983 | 0.00% | 9q | +138.0%+$23.0K |
| ROYAL BANK OF CANADA | $32.0K | 799 | 0.00% | 22q | -68.7%-$70.1K |
| MATHER GROUP, LLC. | $28.2K | 699 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $14.9K | 370 | 0.00% | 4q | HELD |
| LGT Financial Advisors LLC | $9.2K | 227 | 0.05% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $4.3K | 107 | 0.00% | 6q | HELD |
| AlphaCore Capital LLC | $3.5K | 87 | 0.00% | 6q | -41.2%-$2.5K |
| FIFTH THIRD BANCORP | $3.3K | 82 | 0.00% | 2q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.0K | 50 | 0.00% | 2q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $1.8K | 45 | 0.00% | 2q | HELD |
| Elevated Capital Advisors, LLC | $1.7K | 42 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $1.7K | 41 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.3K | 33 | 0.00% | 5q | HELD |
| Virtus Fixed Income Advisers, LLC | $524 | 13 | 0.00% | 5q | -31.6% |
| WELLS FARGO & COMPANY/MN | $26 | 1 | 0.00% | 15q | HELD |
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 | 10 | $26.2M | 688,193 | 3 | 4 | 1 | 0.0% |
| Q2 2026 | 37 | $49.5M | 1,231,336 | 4 | 15 | 8 | 0.0% |
| Q1 2026 | 40 | $51.7M | 1,319,598 | 12 | 13 | 9 | 0.0% |
| Q4 2025 | 34 | $42.9M | 1,063,788 | 8 | 10 | 7 | 0.0% |
| Q3 2025 | 33 | $29.0M | 719,423 | 5 | 12 | 11 | 0.0% |
| Q2 2025 | 34 | $25.3M | 650,009 | 7 | 9 | 13 | 0.0% |
| Q1 2025 | 47 | $147.6M | 3,829,627 | 8 | 17 | 10 | 0.0% |
| Q4 2024 | 46 | $488.3M | 12,837,611 | 5 | 19 | 11 | 0.0% |
| Q3 2024 | 50 | $592.7M | 14,592,840 | 7 | 31 | 6 | 0.0% |
| Q2 2024 | 49 | $583.9M | 15,099,405 | 10 | 15 | 15 | 0.0% |
| Q1 2024 | 42 | $655.5M | 16,689,969 | 21 | 11 | 3 | 0.0% |
| Q4 2023 | 26 | $593.4M | 14,883,560 | 4 | 9 | 4 | 0.0% |
| Q3 2023 | 24 | $763.2M | 20,485,447 | 5 | 11 | 3 | 0.0% |
| Q2 2023 | 22 | $265.6M | 6,817,306 | 5 | 10 | 2 | 0.0% |
| Q1 2023 | 26 | $201.2M | 5,118,479 | 10 | 4 | 10 | 0.0% |
| Q4 2022 | 17 | $198.3M | 5,119,640 | 3 | 6 | 6 | 0.0% |
| Q3 2022 | 16 | $423.8M | 11,678,029 | 1 | 11 | 4 | 0.0% |
| Q2 2022 | 17 | $356.2M | 9,313,157 | 4 | 5 | 6 | 0.0% |
| Q1 2022 | 15 | $437.0M | 10,052,043 | 2 | 5 | 7 | 0.0% |
| Q4 2021 | 17 | $144.7M | 2,988,101 | 4 | 5 | 7 | 0.0% |
| Q3 2021 | 17 | $425.2M | 8,691,970 | 2 | 6 | 5 | 0.0% |
| Q2 2021 | 15 | $440.0M | 8,790,587 | 3 | 4 | 4 | 0.0% |
| Q1 2021 | 14 | $59.0M | 1,209,918 | 3 | 2 | 7 | 0.0% |
| Q4 2020 | 15 | $216.6M | 4,192,797 | 3 | 5 | 3 | 0.0% |
| Q3 2020 | 14 | $62.3M | 1,293,288 | 3 | 7 | 1 | 0.0% |
| Q2 2020 | 14 | $413.9M | 8,591,609 | 3 | 2 | 7 | 0.0% |
| Q1 2020 | 15 | $791.5M | 18,225,502 | 5 | 2 | 4 | 0.0% |
| Q4 2019 | 17 | $869.7M | 16,891,385 | 4 | 7 | 3 | 0.0% |
| Q3 2019 | 15 | $803.5M | 15,819,813 | 7 | 3 | 2 | 0.0% |
| Q2 2019 | 9 | $58.3M | 1,171,414 | 1 | 2 | 2 | 0.0% |
| Q1 2019 | 10 | $779.0M | 16,192,170 | 4 | 3 | 2 | 0.0% |
| Q4 2018 | 8 | $52.6M | 1,151,373 | 0 | 0 | 0 | 0.0% |