DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPST)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,205
Reporting holders
$25.7B
Reported value
0.0%
Calls
0.0%
Puts
-10
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 | $5.0B | 98,255,683 | 0.28% | 31q | -2.0%-$103.2M |
| MORGAN STANLEY | $3.2B | 63,410,002 | 0.17% | 34q | +3.7%+$114.8M |
| LPL Financial LLC | $1.0B | 19,992,863 | 0.23% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $916.8M | 18,129,440 | 0.06% | 31q | +11.9%+$97.6M |
| Betterment LLC | $695.8M | 13,758,242 | 1.18% | 26q | +0.8%+$5.4M |
| FMR LLC | $646.9M | 12,793,148 | 0.03% | 31q | +49.3%+$213.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $607.1M | 12,005,579 | 0.08% | 16q | +3.2%+$18.9M |
| WELLS FARGO & COMPANY/MN | $598.5M | 11,835,783 | 0.10% | 31q | -0.6%-$3.3M |
| HB Wealth Management, LLC | $506.5M | 10,065,428 | 2.84% | 19q | +5.4%+$25.9M |
| UBS Group AG | $499.7M | 9,881,452 | 0.06% | 31q | -8.6%-$47.0M |
| RAYMOND JAMES FINANCIAL INC | $309.0M | 6,111,281 | 0.08% | 7q | -8.4%-$28.3M |
| Temasek Holdings (Private) Ltd | $299.3M | 5,919,494 | 0.80% | 4q | HELD |
| Cerity Partners LLC | $275.5M | 5,448,316 | 0.33% | 17q | +5.0%+$13.2M |
| ROYAL BANK OF CANADA | $267.6M | 5,291,854 | 0.04% | 31q | -1.5%-$4.1M |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $244.3M | 4,831,585 | 14.20% | 11q | +1.5%+$3.7M |
| ENVESTNET ASSET MANAGEMENT INC | $216.9M | 4,289,310 | 0.05% | 31q | -22.7%-$63.8M |
| Cetera Investment Advisers | $206.9M | 4,090,820 | 0.19% | 28q | +21.1%+$36.1M |
| Cambridge Investment Research Advisors, Inc. | $202.8M | 4,010,870 | 0.23% | 31q | +15.9%+$27.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $195.7M | 3,883,899 | 0.33% | 22q | +6.6%+$12.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $184.5M | 3,647,775 | 0.10% | 31q | +7.2%+$12.4M |
| AMERIPRISE FINANCIAL INC | $143.6M | 2,839,964 | 0.03% | 13q | +5.2%+$7.1M |
| OSAIC HOLDINGS, INC. | $137.3M | 2,714,023 | 0.16% | 26q | +12.3%+$15.1M |
| Kensington Asset Management, LLC | $136.6M | 2,701,053 | 7.45% | 5q | +35.4%+$35.7M |
| JONES FINANCIAL COMPANIES LLLP | $134.9M | 2,667,552 | 0.05% | 11q | +21.4%+$23.8M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $124.2M | 2,455,093 | 3.98% | 8q | -12.7%-$18.0M |
| Waverly Advisors, LLC | $119.4M | 2,360,792 | 0.69% | 10q | +34.4%+$30.5M |
| Cornerstone Management, Inc. | $113.7M | 2,248,144 | 16.36% | 32q | +9.4%+$9.8M |
| FIFTH THIRD BANCORP | $109.8M | 2,170,646 | 0.18% | 31q | +0.6%+$626.4K |
| STIFEL FINANCIAL CORP | $108.4M | 2,142,892 | 0.09% | 31q | +16.6%+$15.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $105.2M | 2,080,200 | 0.13% | 31q | +14.7%+$13.5M |
| Bridgewater Advisors Inc. | $103.7M | 2,057,137 | 5.65% | 22q | +7.2%+$6.9M |
| HighTower Advisors, LLC | $100.6M | 1,988,463 | 0.10% | 31q | +50.0%+$33.5M |
| QUADRANT CAPITAL GROUP LLC | $99.8M | 1,973,968 | 2.74% | 31q | -7.5%-$8.1M |
| AXXCESS WEALTH MANAGEMENT, LLC | $97.2M | 1,922,804 | 1.55% | 19q | -17.1%-$20.1M |
| GREENWOOD GEARHART LLC | $92.4M | 1,827,293 | 4.30% | 29q | +5.0%+$4.4M |
| Focus Partners Wealth | $91.2M | 1,804,211 | 0.09% | 9q | +0.7%+$620.0K |
| ASSETMARK, INC | $90.0M | 1,778,961 | 0.15% | 31q | +9.0%+$7.5M |
| Ancora Advisors LLC | $89.8M | 1,774,918 | 1.73% | 31q | -0.9%-$802.3K |
| RiverFront Investment Group, LLC | $79.9M | 1,580,803 | 1.06% | 13q | -42.4%-$58.8M |
| Thrivent Financial for Lutherans | $69.6M | 1,375,821 | 0.12% | 30q | +5.8%+$3.8M |
| CITIGROUP INC | $67.6M | 1,335,879 | 0.02% | 31q | +950.8%+$61.1M |
| Rock Creek Group LLC | $65.9M | 1,303,970 | 6.64% | 15q | +2.1%+$1.4M |
| TRUSTMARK BANK TRUST DEPARTMENT | $65.8M | 1,300,703 | 3.92% | 29q | -7.4%-$5.3M |
| SIGNATUREFD, LLC | $65.5M | 1,294,929 | 0.87% | 31q | -5.9%-$4.1M |
| Bramshill Investments, LLC | $64.9M | 1,282,964 | 4.96% | 15q | HELD |
| N.E.W. Advisory Services LLC | $64.3M | 1,272,405 | 4.30% | 26q | +9.7%+$5.7M |
| NewEdge Advisors, LLC | $63.7M | 1,260,051 | 0.19% | 31q | +9.2%+$5.4M |
| Crane Advisory, LLC | $60.5M | 1,198,932 | 8.69% | 7q | HELD |
| Capital Asset Advisory Services LLC | $60.0M | 1,185,486 | 2.17% | 14q | +3.6%+$2.1M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $59.7M | 1,181,875 | 0.33% | 31q | -5.4%-$3.4M |
| SEI INVESTMENTS CO | $59.4M | 1,174,372 | 0.05% | 21q | +1.4%+$827.8K |
| Integrated Wealth Concepts LLC | $59.1M | 1,168,286 | 0.39% | 31q | +3.3%+$1.9M |
| MML INVESTORS SERVICES, LLC | $56.9M | 1,125,142 | 0.12% | 31q | +21.7%+$10.2M |
| CAPTRUST FINANCIAL ADVISORS | $55.8M | 1,104,176 | 0.09% | 25q | +3.8%+$2.0M |
| Naviter Wealth, LLC | $55.6M | 1,099,150 | 5.04% | 19q | +42.0%+$16.4M |
| Acorns Advisers, LLC | $54.3M | 1,074,374 | 0.35% | 28q | +0.7%+$393.0K |
| WNY Asset Management, LLC | $53.6M | 1,060,184 | 4.79% | 22q | +935.3%+$48.4M |
| Gotham Asset Management, LLC | $52.9M | 1,046,242 | 0.12% | 14q | +10.9%+$5.2M |
| NorthCoast Asset Management LLC | $50.7M | 1,002,831 | 1.12% | 9q | +341.8%+$39.2M |
| Phoenix Wealth Advisors | $50.3M | 994,969 | 16.97% | 13q | +53.8%+$17.6M |
| Private Advisor Group, LLC | $49.9M | 986,804 | 0.23% | 31q | -23.1%-$15.0M |
| Round Rock Advisors LLC | $48.2M | 953,692 | 6.21% | 19q | +5.3%+$2.4M |
| PFG Investments, LLC | $46.1M | 912,435 | 1.79% | 14q | -0.9%-$399.4K |
| AE Wealth Management LLC | $45.8M | 905,774 | 0.21% | 31q | +23.7%+$8.8M |
| MEMBERS CAPITAL ADVISORS INC | $45.5M | 900,000 | 39.09% | 7q | +81.8%+$20.5M |
| AlphaCore Capital LLC | $44.8M | 885,033 | 0.82% | 6q | +2.8%+$1.2M |
| Peterson Wealth Advisors, LLC | $43.8M | 866,882 | 5.18% | 30q | +3.8%+$1.6M |
| FLAGSHIP HARBOR ADVISORS, LLC | $42.8M | 846,270 | 1.64% | 31q | +32.1%+$10.4M |
| CITIZENS FINANCIAL GROUP INC/RI | $42.4M | 838,201 | 0.51% | 30q | -9.2%-$4.3M |
| STEPHENS INC /AR/ | $41.8M | 826,961 | 0.47% | 31q | HELD |
| AdvisorNet Financial, Inc | $41.5M | 821,078 | 1.90% | 31q | +2.4%+$966.5K |
| Alpha Omega Wealth Management LLC | $40.3M | 797,365 | 6.14% | 31q | -2.1%-$850.8K |
| MAI Capital Management | $40.2M | 794,088 | 0.15% | 7q | +0.7%+$277.4K |
| Great Point Wealth Advisors, LLC | $37.6M | 744,455 | 6.08% | 14q | +3.0%+$1.1M |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $36.5M | 722,623 | 1.93% | 31q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $36.4M | 718,740 | 6.26% | 5q | HELD |
| Cobblestone Asset Management LLC | $36.3M | 716,865 | 15.12% | 12q | +31.2%+$8.6M |
| FRANKLIN RESOURCES INC | $36.1M | 714,153 | 0.01% | 25q | +2.7%+$963.8K |
| Mariner, LLC | $35.7M | 706,267 | 0.04% | 26q | +2.7%+$922.0K |
| Rockefeller Capital Management L.P. | $35.2M | 695,481 | 0.05% | 26q | -7.0%-$2.7M |
| Dakota Wealth Management | $34.7M | 686,045 | 0.66% | 25q | -2.6%-$928.2K |
| Lido Advisors, LLC | $34.7M | 685,795 | 0.09% | 31q | -57.4%-$46.7M |
| Rosenberg Matthew Hamilton | $34.5M | 681,739 | 6.42% | 26q | -5.0%-$1.8M |
| Kestra Advisory Services, LLC | $34.3M | 678,604 | 0.11% | 24q | -5.8%-$2.1M |
| Roof Eidam Maycock Peralta, LLC | $33.9M | 670,922 | 6.68% | 31q | +16.5%+$4.8M |
| MCMORGAN & CO LLC | $33.8M | 668,362 | 5.09% | 21q | +49.1%+$11.1M |
| Valmark Advisers, Inc. | $33.6M | 663,670 | 0.36% | 25q | -26.9%-$12.3M |
| Roberts Wealth Advisors, LLC | $33.3M | 658,706 | 7.57% | 20q | +3.3%+$1.1M |
| Dynamic Advisor Solutions LLC | $33.1M | 654,851 | 0.94% | 31q | +8.6%+$2.6M |
| HIGHLINE WEALTH PARTNERS LLC | $32.9M | 651,468 | 6.68% | 16q | -17.3%-$6.9M |
| Gerber Kawasaki Wealth & Investment Management | $32.5M | 643,064 | 0.87% | 27q | +5.9%+$1.8M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $32.4M | 640,700 | 1.20% | 31q | +3.7%+$1.2M |
| &PARTNERS | $31.5M | 623,361 | 0.13% | 9q | +31.8%+$7.6M |
| PEAPACK GLADSTONE FINANCIAL CORP | $31.5M | 621,985 | 0.36% | 28q | +7.1%+$2.1M |
| LexAurum Advisors, LLC | $31.4M | 619,993 | 3.62% | 30q | +11.2%+$3.2M |
| StrongBox Wealth, LLC | $31.3M | 618,387 | 8.91% | 26q | +1.5%+$477.0K |
| Requisite Capital Management, LLC | $31.0M | 612,480 | 5.12% | 25q | +29.4%+$7.0M |
| MONTAG A & ASSOCIATES INC | $30.8M | 610,033 | 1.30% | 23q | +159.4%+$19.0M |
| NEUBERGER BERMAN GROUP LLC | $29.7M | 587,095 | 0.02% | 8q | +91.9%+$14.2M |
| SkyOak Wealth, LLC | $29.4M | 581,430 | 4.80% | 27q | +5.8%+$1.6M |
Showing the largest 100 of 1,206 reported holders. The count of 1,205 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 | 560 | $4.7B | 92,672,982 | 47 | 243 | 188 | 0.0% |
| Q2 2026 | 1,205 | $25.7B | 507,904,520 | 75 | 499 | 458 | 0.0% |
| Q1 2026 | 1,215 | $25.1B | 496,932,963 | 96 | 514 | 426 | 0.0% |
| Q4 2025 | 1,207 | $24.6B | 487,002,941 | 78 | 521 | 366 | 0.0% |
| Q3 2025 | 1,124 | $28.5B | 560,356,074 | 83 | 515 | 374 | 0.0% |
| Q2 2025 | 1,115 | $22.7B | 446,969,057 | 88 | 512 | 375 | 0.0% |
| Q1 2025 | 1,099 | $22.8B | 450,652,926 | 88 | 504 | 356 | 0.0% |
| Q4 2024 | 1,079 | $21.0B | 416,730,319 | 88 | 453 | 330 | 0.0% |
| Q3 2024 | 982 | $22.6B | 445,458,143 | 64 | 396 | 368 | 0.0% |
| Q2 2024 | 991 | $20.7B | 409,814,195 | 91 | 377 | 390 | 0.0% |
| Q1 2024 | 955 | $24.5B | 485,093,583 | 63 | 356 | 414 | 0.0% |
| Q4 2023 | 973 | $21.4B | 425,093,375 | 48 | 301 | 458 | 0.0% |
| Q3 2023 | 969 | $16.3B | 324,549,030 | 71 | 341 | 424 | 0.0% |
| Q2 2023 | 954 | $17.5B | 349,932,856 | 84 | 308 | 431 | 0.0% |
| Q1 2023 | 918 | $18.9B | 374,471,387 | 77 | 354 | 363 | 0.0% |
| Q4 2022 | 932 | $17.4B | 346,782,506 | 96 | 327 | 369 | 0.0% |
| Q3 2022 | 849 | $211.2B | 4,210,709,951 | 82 | 328 | 327 | 0.0% |
| Q2 2022 | 838 | $196.3B | 3,919,409,926 | 94 | 288 | 357 | 0.0% |
| Q1 2022 | 803 | $178.6B | 3,553,060,660 | 80 | 275 | 346 | 0.0% |
| Q4 2021 | 780 | $161.8B | 3,207,318,430 | 55 | 265 | 299 | 0.0% |
| Q3 2021 | 695 | $166.8B | 3,288,185,871 | 49 | 284 | 265 | 0.0% |
| Q2 2021 | 688 | $155.4B | 3,062,752,194 | 48 | 293 | 269 | 0.0% |
| Q1 2021 | 679 | $143.9B | 2,838,783,927 | 60 | 294 | 242 | 0.0% |
| Q4 2020 | 659 | $99.3B | 1,955,199,070 | 63 | 264 | 200 | 0.0% |
| Q3 2020 | 583 | $122.4B | 2,409,766,677 | 79 | 297 | 151 | 0.0% |
| Q2 2020 | 536 | $118.7B | 2,339,457,180 | 92 | 260 | 133 | 0.0% |
| Q1 2020 | 469 | $88.2B | 1,775,700,241 | 65 | 153 | 213 | 0.0% |
| Q4 2019 | 461 | $82.5B | 1,637,827,359 | 57 | 189 | 113 | 0.0% |
| Q3 2019 | 374 | $40.7B | 807,689,378 | 35 | 200 | 99 | 0.0% |
| Q2 2019 | 360 | $30.8B | 610,660,536 | 57 | 184 | 82 | 0.0% |
| Q1 2019 | 330 | $29.5B | 586,165,363 | 64 | 156 | 81 | 0.0% |
| Q4 2018 | 291 | $20.1B | 401,944,140 | 10 | 6 | 3 | 0.0% |