DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JPUS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
103
Reporting holders
$315.3M
Reported value
0.0%
Calls
0.0%
Puts
+11
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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | $33.5M | 238,963 | 0.36% | 29q | -3.2%-$1.1M |
| CAPTRUST FINANCIAL ADVISORS | $32.9M | 234,669 | 0.05% | 16q | +2.9%+$919.8K |
| ST GERMAIN D J CO INC | $31.8M | 226,862 | 1.14% | 30q | -4.6%-$1.5M |
| Sanctuary Advisors, LLC | $24.0M | 171,147 | 0.11% | new | NEW |
| UBS Group AG | $18.8M | 133,858 | 0.00% | 31q | +1.6%+$288.0K |
| HighPoint Advisor Group LLC | $14.0M | 99,853 | 0.49% | 3q | -15.8%-$2.6M |
| Sterneck Capital Management, LLC | $12.9M | 91,995 | 5.53% | 31q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.8M | 76,910 | 0.02% | 12q | HELD |
| LPL Financial LLC | $10.3M | 73,334 | 0.00% | 31q | -0.7%-$76.3K |
| JONES FINANCIAL COMPANIES LLLP | $9.0M | 64,225 | 0.00% | 10q | +23.9%+$1.7M |
| AMERIPRISE FINANCIAL INC | $8.9M | 63,644 | 0.00% | 13q | +1674.3%+$8.4M |
| Kingsview Wealth Management, LLC | $8.9M | 63,386 | 0.11% | new | NEW |
| MORGAN STANLEY | $7.4M | 52,987 | 0.00% | 35q | +1.0%+$74.6K |
| RAYMOND JAMES FINANCIAL INC | $6.9M | 49,071 | 0.00% | 7q | +8.3%+$528.2K |
| JPMORGAN CHASE & CO | $6.2M | 43,799 | 0.00% | 31q | +7.4%+$426.8K |
| Cambridge Investment Research Advisors, Inc. | $6.1M | 43,490 | 0.01% | 31q | +109.6%+$3.2M |
| Beacon Pointe Advisors, LLC | $5.6M | 39,826 | 0.03% | new | NEW |
| Apollon Wealth Management, LLC | $5.2M | 36,807 | 0.06% | 15q | -5.2%-$282.3K |
| BANK OF AMERICA CORP /DE/ | $5.0M | 35,537 | 0.00% | 31q | -84.6%-$27.3M |
| OSAIC HOLDINGS, INC. | $3.9M | 27,944 | 0.00% | 26q | -13.6%-$616.4K |
| Vise Technologies, Inc. | $3.7M | 26,562 | 0.04% | 6q | +13.0%+$428.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 23,557 | 0.00% | 31q | +1.2%+$39.7K |
| WELLS FARGO & COMPANY/MN | $3.1M | 22,289 | 0.00% | 31q | HELD |
| HHM Wealth Advisors, LLC | $2.9M | 20,536 | 0.29% | 31q | -5.8%-$177.4K |
| CITADEL ADVISORS LLC | $2.4M | 16,797 | 0.00% | new | NEW |
| MN Wealth Advisors, LLC | $2.2M | 15,529 | 0.93% | 11q | HELD |
| RHS Financial, LLC | $1.9M | 13,492 | 0.76% | 15q | +28.3%+$417.9K |
| Schiavi & Co LLC | $1.9M | 26,164 | 0.50% | 11q | -0.9%-$17.6K |
| Private Advisor Group, LLC | $1.9M | 13,222 | 0.01% | 14q | +7.9%+$136.0K |
| Farther Finance Advisors, LLC | $1.6M | 11,280 | 0.01% | 12q | -1.5%-$24.0K |
| AQR CAPITAL MANAGEMENT LLC | $1.6M | 11,193 | 0.00% | 10q | HELD |
| NewEdge Advisors, LLC | $1.5M | 10,949 | 0.00% | 10q | +16.1%+$213.1K |
| LexAurum Advisors, LLC | $1.2M | 8,711 | 0.14% | 30q | -2.0%-$25.5K |
| PLANNING ALTERNATIVES LTD /ADV | $1.1M | 7,922 | 0.12% | 31q | -7.1%-$84.3K |
| Stratos Wealth Partners, LTD. | $978.1K | 6,975 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $955.8K | 6,816 | 0.00% | 2q | +81.4%+$429.0K |
| Avant Capital LLC | $952.7K | 6,794 | 0.60% | 15q | +3.3%+$30.3K |
| Elevation Wealth Management LLC | $935.3K | 6,670 | 0.70% | 3q | HELD |
| Patten Group, Inc. | $832.4K | 5,936 | 0.13% | 16q | -18.2%-$185.1K |
| Cetera Investment Advisers | $788.7K | 5,624 | 0.00% | 10q | +58.3%+$290.6K |
| Wealth Enhancement Trust Services, Inc. | $762.7K | 5,439 | 0.08% | 3q | -7.4%-$61.0K |
| KELLY FINANCIAL GROUP LLC | $657.4K | 4,688 | 0.15% | 7q | HELD |
| CITIGROUP INC | $639.3K | 4,559 | 0.00% | 31q | +1.9%+$12.1K |
| Allegheny Financial Group | $637.7K | 4,547 | 0.07% | 3q | +23.7%+$122.3K |
| BASSO CAPITAL MANAGEMENT, L.P. | $635.0K | 4,528 | 0.14% | new | NEW |
| Clear Point Advisors Inc. | $632.1K | 4,507 | 0.56% | new | NEW |
| Empire Financial Management Company, LLC | $616.7K | 4,398 | 0.24% | 14q | HELD |
| BELLEVUE ASSET MANAGEMENT, LLC | $592.4K | 4,224 | 0.27% | 27q | HELD |
| Targeted Financial Services LLC | $590.5K | 4,211 | 0.44% | 3q | -1.4%-$8.1K |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $546.5K | 3,897 | 0.02% | 31q | HELD |
| FOSTER & MOTLEY INC | $496.0K | 3,539 | 0.02% | 21q | HELD |
| FMR LLC | $494.6K | 3,527 | 0.00% | 23q | -1.8%-$9.0K |
| HighTower Advisors, LLC | $481.5K | 3,434 | 0.00% | 10q | +0.8%+$3.8K |
| Quantinno Capital Management LP | $458.4K | 3,269 | 0.00% | 6q | +32.0%+$111.2K |
| ALBION FINANCIAL GROUP /UT | $448.7K | 3,200 | 0.03% | 9q | HELD |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | $436.1K | 3,109 | 0.15% | 7q | -1.3%-$5.6K |
| VestGen Advisors, LLC | $398.8K | 2,844 | 0.01% | 2q | -50.0%-$398.8K |
| RFG Advisory, LLC | $395.9K | 2,823 | 0.01% | new | NEW |
| Kathmere Capital Management, LLC | $392.2K | 2,797 | 0.02% | 26q | HELD |
| CreativeOne Wealth, LLC | $378.0K | 2,696 | 0.01% | 31q | -6.9%-$28.0K |
| Etesian Wealth Advisors, Inc. | $372.9K | 2,659 | 0.11% | 15q | -5.3%-$21.0K |
| Intrua Financial, LLC | $368.8K | 2,630 | 0.03% | 14q | HELD |
| INTERACTIVE FINANCIAL ADVISORS, INC. | $344.7K | 2,466 | 0.21% | 31q | -9.9%-$38.0K |
| Focus Financial Network, Inc. | $328.9K | 2,345 | 0.01% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $316.5K | 2,257 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $308.5K | 2,200 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $306.3K | 2,184 | 0.00% | 24q | HELD |
| MGO ONE SEVEN LLC | $281.9K | 2,010 | 0.00% | 5q | HELD |
| TRUIST FINANCIAL CORP | $280.5K | 2,000 | 0.00% | 12q | HELD |
| Summit Financial, LLC | $243.3K | 1,735 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $236.6K | 1,687 | 0.00% | 4q | HELD |
| Medallion Wealth Advisors, LLC | $235.4K | 2,537 | 0.07% | 6q | +130.6%+$133.3K |
| Aptus Capital Advisors, LLC | $228.7K | 1,631 | 0.00% | 14q | HELD |
| Midwest Trust Co | $228.6K | 1,630 | 0.00% | 2q | -20.4%-$58.5K |
| GTS SECURITIES LLC | $228.4K | 1,629 | 0.00% | 4q | HELD |
| Birchwood Financial Partners, Inc. | $216.4K | 1,543 | 0.18% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $213.7K | 1,524 | 0.00% | new | NEW |
| Apella Capital, LLC | $213.5K | 1,517 | 0.00% | 2q | HELD |
| CLG LLC | $210.7K | 1,503 | 0.05% | new | NEW |
| GuidedMoney, LLC | $210.3K | 1,500 | 0.10% | new | NEW |
| Continuum Advisory, LLC | $192.5K | 1,373 | 0.02% | new | NEW |
| IFG Advisory, LLC | $155.4K | 1,108 | 0.01% | new | NEW |
| ROYAL BANK OF CANADA | $154.0K | 1,100 | 0.00% | 26q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $146.1K | 1,042 | 0.00% | 15q | -25.8%-$50.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $132.9K | 948 | 0.00% | 31q | HELD |
| BlackRock, Inc. | $123.4K | 880 | 0.00% | new | NEW |
| Ancora Advisors LLC | $99.8K | 712 | 0.00% | 31q | HELD |
| Cassaday & Co Wealth Management LLC | $89.3K | 637 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $87.6K | 625 | 0.01% | 14q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $79.2K | 565 | 0.00% | 2q | -53.2%-$90.2K |
| Horizon Investments, LLC | $70.1K | 500 | 0.00% | 4q | -50.0%-$70.1K |
| Harbor Asset Planning, Inc. | $55.6K | 396 | 0.04% | 3q | +0.5% |
| HUNTINGTON NATIONAL BANK | $52.6K | 375 | 0.00% | 13q | -16.7%-$10.5K |
| Geneos Wealth Management Inc. | $49.1K | 350 | 0.00% | 7q | -14.6%-$8.4K |
| ASSETMARK, INC | $19.6K | 140 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $19.2K | 137 | 0.00% | 17q | HELD |
| FIFTH THIRD BANCORP | $17.0K | 121 | 0.00% | 2q | HELD |
| Wagner Wealth Management, LLC | $13.7K | 98 | 0.00% | 3q | +75.0%+$5.9K |
| Global Retirement Partners, LLC | $10.1K | 72 | 0.00% | 3q | +1.4% |
| Nova Wealth Management, Inc. | $4.6K | 33 | 0.00% | 7q | HELD |
Showing the largest 100 of 103 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 | 31 | $72.0M | 529,410 | 2 | 7 | 9 | 0.0% |
| Q2 2026 | 103 | $315.3M | 2,261,982 | 16 | 24 | 28 | 0.0% |
| Q1 2026 | 92 | $273.7M | 2,115,958 | 13 | 17 | 32 | 0.0% |
| Q4 2025 | 87 | $277.8M | 2,250,840 | 6 | 25 | 28 | 0.0% |
| Q3 2025 | 85 | $258.6M | 2,087,616 | 8 | 22 | 30 | 0.0% |
| Q2 2025 | 84 | $242.8M | 2,052,115 | 5 | 26 | 28 | 0.0% |
| Q1 2025 | 86 | $285.0M | 2,474,095 | 5 | 23 | 31 | 0.0% |
| Q4 2024 | 87 | $314.5M | 2,755,879 | 7 | 20 | 29 | 0.0% |
| Q3 2024 | 78 | $328.1M | 2,741,417 | 5 | 16 | 28 | 0.0% |
| Q2 2024 | 77 | $307.0M | 2,811,776 | 2 | 16 | 37 | 0.0% |
| Q1 2024 | 80 | $353.4M | 3,151,509 | 10 | 20 | 32 | 0.1% |
| Q4 2023 | 76 | $358.4M | 3,479,917 | 5 | 14 | 43 | 0.1% |
| Q3 2023 | 71 | $334.6M | 3,562,173 | 6 | 16 | 29 | 0.0% |
| Q2 2023 | 75 | $356.6M | 3,660,512 | 6 | 19 | 34 | 0.0% |
| Q1 2023 | 73 | $318.5M | 3,331,700 | 8 | 18 | 30 | 0.0% |
| Q4 2022 | 69 | $313.1M | 3,303,969 | 10 | 19 | 24 | 0.0% |
| Q3 2022 | 72 | $826.3M | 9,619,993 | 8 | 27 | 14 | 0.0% |
| Q2 2022 | 72 | $624.7M | 6,823,612 | 5 | 21 | 29 | 0.0% |
| Q1 2022 | 76 | $451.0M | 4,320,349 | 6 | 26 | 25 | 0.0% |
| Q4 2021 | 74 | $833.0M | 7,856,957 | 8 | 19 | 27 | 0.0% |
| Q3 2021 | 70 | $745.6M | 7,755,298 | 4 | 24 | 21 | 0.0% |
| Q2 2021 | 75 | $825.4M | 8,231,764 | 12 | 16 | 27 | 0.0% |
| Q1 2021 | 69 | $506.2M | 5,779,733 | 6 | 18 | 28 | 0.0% |
| Q4 2020 | 71 | $509.0M | 6,080,460 | 4 | 20 | 32 | 0.0% |
| Q3 2020 | 76 | $449.6M | 6,070,676 | 7 | 17 | 38 | 0.0% |
| Q2 2020 | 78 | $431.4M | 6,209,417 | 8 | 19 | 42 | 0.0% |
| Q1 2020 | 90 | $492.8M | 8,375,217 | 7 | 37 | 33 | 0.0% |
| Q4 2019 | 98 | $692.6M | 8,690,458 | 12 | 36 | 30 | 0.0% |
| Q3 2019 | 83 | $645.5M | 8,505,963 | 6 | 36 | 25 | 0.0% |
| Q2 2019 | 82 | $564.3M | 7,551,375 | 12 | 31 | 25 | 0.0% |
| Q1 2019 | 77 | $13.1B | 179,552,718 | 6 | 32 | 21 | 0.0% |
| Q4 2018 | 82 | $464.8M | 7,036,772 | 2 | 4 | 0 | 0.0% |