DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPME)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
106
Reporting holders
$308.8M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $58.5M | 471,309 | 0.00% | 24q | +14.6%+$7.4M |
| HighTower Advisors, LLC | $44.3M | 356,443 | 0.04% | 17q | HELD |
| LPL Financial LLC | $32.5M | 261,929 | 0.01% | 31q | +4.4%+$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $19.9M | 159,646 | 0.01% | 9q | +19.6%+$3.3M |
| Cambridge Investment Research Advisors, Inc. | $15.5M | 124,896 | 0.02% | 31q | +1.4%+$215.6K |
| Cerity Partners LLC | $10.9M | 87,670 | 0.01% | 13q | -5.2%-$596.7K |
| Kingsview Wealth Management, LLC | $9.4M | 75,738 | 0.11% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $9.2M | 74,404 | 0.00% | 7q | +278.3%+$6.8M |
| RVW Wealth, LLC | $7.9M | 63,776 | 0.52% | 26q | HELD |
| Manske Wealth Management | $7.9M | 63,388 | 1.96% | 7q | +5.9%+$440.2K |
| Sanctuary Advisors, LLC | $6.9M | 55,464 | 0.03% | 9q | +1.5%+$102.6K |
| 1900 WEALTH MANAGEMENT LLC | $5.8M | 46,317 | 0.32% | 23q | HELD |
| ROYAL BANK OF CANADA | $5.3M | 42,466 | 0.00% | 14q | -22.2%-$1.5M |
| BANK OF AMERICA CORP /DE/ | $4.4M | 35,326 | 0.00% | 31q | +2.9%+$122.2K |
| STIFEL FINANCIAL CORP | $4.0M | 32,481 | 0.00% | 11q | +107.2%+$2.1M |
| OSAIC HOLDINGS, INC. | $4.0M | 32,288 | 0.00% | 26q | +9.0%+$330.0K |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.9M | 23,200 | 2.31% | 7q | +1.4%+$38.5K |
| Vantus Wealth LLC | $2.5M | 20,319 | 1.35% | 2q | +29.5%+$575.6K |
| KWB Wealth | $2.5M | 20,296 | 0.22% | 11q | +4.1%+$98.4K |
| APPLETON PARTNERS INC/MA | $2.5M | 20,152 | 0.15% | 31q | -78.2%-$9.0M |
| Advyzon Investment Management, LLC | $2.5M | 20,052 | 0.18% | 4q | +8.6%+$197.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 19,903 | 0.00% | 31q | +11.3%+$251.2K |
| Dynamic Advisor Solutions LLC | $2.3M | 18,507 | 0.07% | 16q | -7.3%-$181.9K |
| Trilogy Capital Inc. | $2.2M | 17,932 | 0.09% | 31q | HELD |
| CITADEL ADVISORS LLC | $2.1M | 17,241 | 0.00% | 3q | +154.0%+$1.3M |
| Cassilly Financial Group LLC | $2.0M | 16,053 | 1.45% | 3q | +2.7%+$52.9K |
| Empirical Asset Management, LLC | $1.9M | 15,560 | 0.44% | 4q | +4.5%+$83.6K |
| NATIXIS ADVISORS, LLC | $1.8M | 14,785 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.8M | 14,521 | 0.00% | 17q | +47.6%+$581.8K |
| CreativeOne Wealth, LLC | $1.8M | 14,301 | 0.04% | 31q | -9.3%-$181.1K |
| Apella Capital, LLC | $1.4M | 11,330 | 0.02% | 20q | -2.4%-$34.9K |
| Archford Capital Strategies, LLC | $1.3M | 10,693 | 0.13% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.3M | 10,423 | 0.02% | 13q | +4.2%+$52.0K |
| Kestra Advisory Services, LLC | $1.3M | 10,162 | 0.00% | 16q | -12.1%-$173.5K |
| Goldstein Advisors, LLC | $1.3M | 10,068 | 0.11% | 15q | -5.3%-$69.3K |
| FSM Wealth Advisors, LLC | $1.3M | 10,064 | 0.13% | 11q | -0.7%-$8.4K |
| AMERIPRISE FINANCIAL INC | $1.1M | 9,150 | 0.00% | 5q | +33.1%+$282.9K |
| Richard P Slaughter Associates Inc | $1.1M | 8,810 | 0.21% | 27q | -4.1%-$46.6K |
| Gallacher Capital Management LLC | $1.1M | 8,708 | 0.61% | 15q | -28.2%-$425.4K |
| CHOREO, LLC | $960.9K | 7,736 | 0.01% | 14q | -5.6%-$56.5K |
| Cetera Investment Advisers | $928.4K | 7,474 | 0.00% | 10q | HELD |
| Modern Wealth Management, LLC | $884.8K | 7,123 | 0.01% | 2q | -67.5%-$1.8M |
| JPMORGAN CHASE & CO | $848.4K | 6,793 | 0.00% | 15q | -6.0%-$54.3K |
| LANDMARK WEALTH MANAGEMENT, INC. | $809.6K | 6,517 | 0.27% | 9q | HELD |
| Private Advisor Group, LLC | $808.6K | 6,510 | 0.00% | 18q | -66.1%-$1.6M |
| Cosner Financial Group, LLC | $720.6K | 5,807 | 0.37% | 11q | -3.4%-$25.1K |
| BLUEDOOR PRIVATE WEALTH, LLC | $718.8K | 5,787 | 0.30% | 3q | -4.9%-$36.9K |
| COMPASS CAPITAL MANAGEMENT, INC | $660.8K | 5,320 | 0.04% | 4q | HELD |
| Coppell Advisory Solutions LLC | $649.4K | 25? | 0.05% | new | |
| PRINCIPAL SECURITIES, INC. | $635.2K | 5,114 | 0.01% | 11q | +27.0%+$134.9K |
| CPWA, LLC | $618.1K | 4,976 | 0.72% | 2q | +1.2%+$7.2K |
| NOTTINGHAM ADVISORS, INC. | $608.8K | 4,896 | 0.07% | 8q | HELD |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $599.0K | 4,829 | 0.03% | 16q | +7.9%+$43.9K |
| LWM Advisory Services, LLC | $587.1K | 4,726 | 1.05% | 18q | -54.9%-$714.1K |
| BlackRock, Inc. | $543.2K | 4,373 | 0.00% | 4q | +329.1%+$416.6K |
| Traub Capital Management LLC | $543.1K | 4,372 | 0.48% | 5q | +2.4%+$12.7K |
| N.E.W. Advisory Services LLC | $539.9K | 4,347 | 0.04% | 12q | HELD |
| Stratos Wealth Partners, LTD. | $535.5K | 4,311 | 0.01% | 15q | HELD |
| Fifth Third Securities, Inc. | $507.7K | 4,087 | 0.03% | 11q | -9.6%-$53.7K |
| Entelevest, LLC | $493.2K | 3,970 | 0.42% | 3q | -2.3%-$11.7K |
| Summit Financial, LLC | $490.1K | 3,946 | 0.01% | 2q | +2.0%+$9.6K |
| McLaughlin Asset Management, Inc. | $483.8K | 3,895 | 0.33% | 3q | -2.0%-$10.1K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $439.2K | 3,536 | 0.08% | 16q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $418.8K | 3,372 | 0.00% | 10q | -1.0%-$4.3K |
| OneDigital Investment Advisors LLC | $401.5K | 3,233 | 0.00% | 3q | -6.9%-$29.6K |
| Janney Montgomery Scott LLC | $364.0K | 2,928 | 0.00% | 2q | +24.0%+$70.4K |
| LUTS & GREENLEIGH GROUP, INC. | $322.1K | 2,593 | 0.24% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $301.2K | 2,424 | 0.01% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $271.7K | 2,187 | 0.00% | 8q | -53.2%-$309.3K |
| Layline Advisors, LLC | $267.6K | 2,154 | 0.24% | 2q | HELD |
| Curry Webb Wealth Management LLC | $247.7K | 1,994 | 0.10% | 3q | -5.1%-$13.3K |
| MLG Wealth Management DBA Pine Grove Financial Group | $241.6K | 1,945 | 0.02% | 3q | HELD |
| PFG Advisors | $232.3K | 1,870 | 0.01% | 10q | -17.9%-$50.6K |
| ENVESTNET ASSET MANAGEMENT INC | $223.8K | 1,802 | 0.00% | 15q | HELD |
| PRIVATE TRUST CO NA | $206.6K | 1,663 | 0.02% | 12q | -8.5%-$19.1K |
| StoneX Group Inc. | $201.6K | 1,625 | 0.01% | 4q | -43.2%-$153.1K |
| FMR LLC | $195.8K | 1,576 | 0.00% | 22q | +22.6%+$36.2K |
| US BANCORP \DE\ | $128.6K | 1,035 | 0.00% | 2q | HELD |
| ALBION FINANCIAL GROUP /UT | $116.3K | 936 | 0.01% | 9q | HELD |
| Global Retirement Partners, LLC | $114.7K | 923 | 0.00% | 16q | +0.8% |
| BROWN BROTHERS HARRIMAN & CO | $113.7K | 915 | 0.00% | 5q | HELD |
| AE Wealth Management LLC | $112.4K | 905 | 0.00% | 7q | +8.4%+$8.7K |
| Farther Finance Advisors, LLC | $79.9K | 643 | 0.00% | 4q | -13.7%-$12.7K |
| Steward Partners Investment Advisory, LLC | $70.9K | 571 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $40.4K | 325 | 0.00% | 21q | HELD |
| FIFTH THIRD BANCORP | $35.5K | 286 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $29.1K | 234 | 0.00% | 8q | HELD |
| Pflug Koory, LLC | $24.8K | 200 | 0.01% | 3q | HELD |
| Crewe Advisors LLC | $17.8K | 143 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $16.1K | 129 | 0.00% | 6q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $13.2K | 107 | 0.00% | new | NEW |
| VANGUARD ADVISERS INC | $11.1K | 89 | 0.00% | 2q | -17.6%-$2.4K |
| Capital Investment Advisory Services, LLC | $10.2K | 82 | 0.00% | 3q | -4.7% |
| Golden State Wealth Management, LLC | $10.2K | 82 | 0.00% | 7q | HELD |
| Napier Financial, LLC | $6.5K | 52 | 0.00% | 2q | HELD |
| UBS Group AG | $6.2K | 50 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $6.2K | 50 | 0.00% | 15q | +2.0% |
| Allworth Financial LP | $5.3K | 43 | 0.00% | new | NEW |
| Greykasell Wealth Strategies, Inc. | $4.3K | 34 | 0.00% | 3q | HELD |
| MCF Advisors LLC | $3.2K | 26 | 0.00% | 2q | HELD |
Showing the largest 100 of 107 reported holders. The count of 106 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 | 27 | $41.4M | 347,487 | 0 | 6 | 11 | 0.0% |
| Q2 2026 | 106 | $308.8M | 2,485,515 | 5 | 32 | 31 | 0.0% |
| Q1 2026 | 112 | $269.9M | 2,358,675 | 15 | 32 | 33 | 0.0% |
| Q4 2025 | 103 | $267.3M | 2,460,144 | 12 | 37 | 26 | 0.0% |
| Q3 2025 | 94 | $256.0M | 2,369,261 | 13 | 24 | 33 | 0.0% |
| Q2 2025 | 89 | $245.2M | 2,365,203 | 9 | 27 | 30 | 0.0% |
| Q1 2025 | 87 | $298.6M | 2,970,119 | 9 | 31 | 27 | 0.0% |
| Q4 2024 | 88 | $312.9M | 3,050,820 | 8 | 27 | 28 | 0.0% |
| Q3 2024 | 82 | $320.7M | 3,052,380 | 8 | 27 | 24 | 0.0% |
| Q2 2024 | 78 | $280.5M | 2,945,481 | 7 | 27 | 26 | 0.0% |
| Q1 2024 | 79 | $360.7M | 3,638,781 | 11 | 23 | 29 | 0.0% |
| Q4 2023 | 76 | $305.3M | 3,323,618 | 16 | 27 | 26 | 0.0% |
| Q3 2023 | 65 | $252.4M | 3,018,048 | 9 | 29 | 23 | 0.0% |
| Q2 2023 | 61 | $314.0M | 3,570,423 | 8 | 20 | 21 | 0.0% |
| Q1 2023 | 61 | $197.7M | 2,317,897 | 9 | 27 | 17 | 0.0% |
| Q4 2022 | 60 | $242.8M | 2,888,775 | 11 | 22 | 15 | 0.0% |
| Q3 2022 | 52 | $364.3M | 4,767,885 | 11 | 15 | 13 | 0.0% |
| Q2 2022 | 45 | $194.2M | 2,405,944 | 9 | 15 | 12 | 0.0% |
| Q1 2022 | 42 | $205.7M | 2,198,722 | 11 | 15 | 9 | 0.0% |
| Q4 2021 | 32 | $190.3M | 1,994,646 | 2 | 14 | 10 | 0.0% |
| Q3 2021 | 34 | $193.2M | 2,204,967 | 4 | 10 | 10 | 0.0% |
| Q2 2021 | 33 | $196.1M | 2,232,174 | 3 | 10 | 14 | 0.0% |
| Q1 2021 | 34 | $196.5M | 2,369,927 | 4 | 10 | 15 | 0.0% |
| Q4 2020 | 32 | $202.4M | 2,697,417 | 3 | 9 | 11 | 0.0% |
| Q3 2020 | 34 | $542.1M | 8,453,215 | 6 | 7 | 13 | 0.0% |
| Q2 2020 | 32 | $503.9M | 8,340,659 | 9 | 8 | 12 | 0.0% |
| Q1 2020 | 25 | $132.5M | 2,621,474 | 3 | 12 | 6 | 0.0% |
| Q4 2019 | 31 | $166.7M | 2,365,709 | 2 | 15 | 9 | 0.0% |
| Q3 2019 | 28 | $153.5M | 2,305,047 | 2 | 13 | 7 | 0.0% |
| Q2 2019 | 32 | $137.4M | 2,072,799 | 4 | 9 | 6 | 0.0% |
| Q1 2019 | 31 | $2.1B | 32,262,289 | 9 | 9 | 9 | 0.0% |
| Q4 2018 | 28 | $102.8M | 1,801,090 | 0 | 0 | 0 | 0.0% |