DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JQUA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
483
Reporting holders
$5.7B
Reported value
0.0%
Calls
0.0%
Puts
+22
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | $906.7M | 12,544,726 | 2.66% | 12q | +9.9%+$81.5M |
| LPL Financial LLC | $254.4M | 3,519,434 | 0.06% | 26q | -12.7%-$37.1M |
| Sage Mountain Advisors LLC | $210.4M | 2,910,657 | 12.94% | 16q | -1.9%-$4.1M |
| Focus Partners Wealth | $190.4M | 2,634,467 | 0.20% | 8q | +28.3%+$42.0M |
| ST GERMAIN D J CO INC | $138.7M | 1,918,286 | 4.99% | 12q | HELD |
| JPMORGAN CHASE & CO | $133.2M | 1,858,109 | 0.01% | 21q | +15.6%+$17.9M |
| MORGAN STANLEY | $130.8M | 1,809,452 | 0.01% | 28q | -2.4%-$3.2M |
| Cambridge Investment Research Advisors, Inc. | $123.7M | 1,710,788 | 0.14% | 21q | +91.7%+$59.1M |
| RAYMOND JAMES FINANCIAL INC | $117.1M | 1,620,104 | 0.03% | 7q | -1.0%-$1.2M |
| BANK OF AMERICA CORP /DE/ | $100.1M | 1,385,216 | 0.01% | 30q | HELD |
| Savvy Advisors, Inc. | $95.0M | 1,314,796 | 2.02% | 11q | -0.7%-$656.2K |
| Facet Wealth, Inc. | $91.7M | 1,268,937 | 1.31% | 10q | HELD |
| Quadcap Wealth Management, LLC | $91.1M | 1,260,449 | 8.86% | 11q | +1.2%+$1.1M |
| Cetera Investment Advisers | $86.3M | 1,194,066 | 0.08% | 13q | +15.7%+$11.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $76.0M | 1,051,811 | 0.04% | 20q | -16.7%-$15.2M |
| EP Wealth Advisors, LLC | $74.1M | 1,025,040 | 0.28% | 8q | +358.2%+$57.9M |
| LVZ, Inc. | $73.4M | 1,015,715 | 7.46% | 6q | HELD |
| Hughes Financial Services, LLC | $73.1M | 1,011,274 | 9.69% | 6q | +6.0%+$4.2M |
| Avidian Wealth Enterprises, LLC | $70.9M | 980,654 | 1.96% | 13q | +3.2%+$2.2M |
| MIDLAND WEALTH ADVISORS, LLC | $70.4M | 973,572 | 3.31% | 11q | -1.4%-$989.7K |
| RVW Wealth, LLC | $68.9M | 952,795 | 4.53% | 25q | +3.8%+$2.5M |
| UMB Bank, n.a. | $65.2M | 901,926 | 0.83% | 4q | +4.2%+$2.6M |
| OSAIC HOLDINGS, INC. | $64.8M | 896,995 | 0.08% | 26q | +3.0%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $63.2M | 874,194 | 0.01% | 28q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $56.6M | 782,659 | 0.07% | 26q | +5.3%+$2.9M |
| Federation des caisses Desjardins du Quebec | $56.0M | 774,472 | 0.17% | 12q | -1.4%-$795.9K |
| TFC Financial Management, Inc. | $55.2M | 764,173 | 6.12% | 12q | +2.5%+$1.3M |
| Warren Street Wealth Advisors, LLC | $50.3M | 695,856 | 11.22% | 4q | +2.5%+$1.2M |
| Vertex Planning Partners, LLC | $49.7M | 688,073 | 7.38% | 14q | +10.8%+$4.8M |
| Kestra Advisory Services, LLC | $49.4M | 683,750 | 0.16% | 13q | -4.8%-$2.5M |
| Intellus Advisors LLC | $41.2M | 570,632 | 5.01% | 6q | -1.1%-$438.0K |
| Equitable Holdings, Inc. | $41.0M | 567,142 | 0.24% | 15q | +1.3%+$527.9K |
| Goldstone Financial Group, LLC | $40.2M | 556,388 | 3.68% | 13q | -4.1%-$1.7M |
| Spectrum Wealth Advisory Group, LLC | $38.7M | 535,194 | 11.02% | 8q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $35.7M | 494,295 | 0.45% | 11q | +3.1%+$1.1M |
| HARBOUR INVESTMENTS, INC. | $33.3M | 460,857 | 0.45% | 15q | -1.8%-$607.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.3M | 459,444 | 0.06% | 7q | -13.4%-$5.2M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $32.4M | 477,482 | 2.20% | 23q | +94.2%+$15.7M |
| Breakwater Capital Group | $32.1M | 444,100 | 3.85% | 15q | +1.1%+$364.0K |
| Baker Avenue Asset Management, LP | $31.9M | 441,326 | 0.60% | 26q | +0.7%+$212.2K |
| SIGNATUREFD, LLC | $31.8M | 439,499 | 0.42% | 13q | -14.0%-$5.2M |
| HEMMING& WEALTH MANAGEMENT, INC. | $31.5M | 435,713 | 19.17% | 3q | -1.6%-$514.9K |
| NewEdge Advisors, LLC | $31.2M | 431,073 | 0.09% | 13q | -2.6%-$845.7K |
| One Capital Management, LLC | $30.1M | 491,596 | 0.84% | 17q | HELD |
| HighTower Advisors, LLC | $28.3M | 392,158 | 0.03% | 13q | +2.1%+$577.4K |
| Strategent Financial, LLC | $27.5M | 381,137 | 15.87% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $27.2M | 384,142 | 0.01% | 10q | +11.8%+$2.9M |
| Sanchez Wealth Management Group | $27.1M | 375,076 | 4.75% | 10q | +3.0%+$798.0K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.8M | 371,322 | 6.77% | 7q | +1.9%+$492.6K |
| Stratos Wealth Partners, LTD. | $25.3M | 349,995 | 0.25% | 14q | +13.2%+$2.9M |
| Dynamic Advisor Solutions LLC | $25.2M | 348,347 | 0.71% | 14q | +7.5%+$1.8M |
| WELLS FARGO & COMPANY/MN | $25.1M | 347,557 | 0.00% | 20q | -5.2%-$1.4M |
| Roof Eidam Maycock Peralta, LLC | $24.8M | 343,162 | 4.89% | 22q | -4.9%-$1.3M |
| Tull Financial Group, Inc. | $24.2M | 335,421 | 9.49% | 8q | HELD |
| Geneos Wealth Management Inc. | $24.0M | 331,532 | 0.49% | 14q | +8.5%+$1.9M |
| Ameritas Advisory Services, LLC | $23.0M | 318,031 | 0.46% | 12q | +99.0%+$11.4M |
| Rockefeller Capital Management L.P. | $23.0M | 317,843 | 0.04% | 13q | HELD |
| VALICENTI ADVISORY SERVICES INC | $21.2M | 292,987 | 4.00% | 10q | +1.4%+$290.3K |
| Cerity Partners LLC | $20.8M | 288,029 | 0.03% | 8q | +1.0%+$205.0K |
| PARK AVENUE SECURITIES LLC | $20.4M | 282,105 | 0.13% | 5q | +37.5%+$5.6M |
| KELLY FINANCIAL GROUP LLC | $19.5M | 270,282 | 4.34% | 7q | HELD |
| REDW Wealth LLC | $19.5M | 269,822 | 6.99% | 24q | -7.6%-$1.6M |
| ROYAL BANK OF CANADA | $19.0M | 262,677 | 0.00% | 26q | -13.8%-$3.0M |
| Cornerstone Wealth Management, LLC | $18.6M | 257,203 | 0.80% | 17q | +23.6%+$3.5M |
| Mason & Associates Inc | $17.9M | 247,077 | 2.88% | new | NEW |
| Modern Wealth Management, LLC | $17.2M | 237,625 | 0.20% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $17.1M | 236,360 | 0.03% | 18q | -1.4%-$237.3K |
| D'Orazio & Associates, Inc. | $16.6M | 230,194 | 1.93% | 10q | -7.3%-$1.3M |
| Private Advisor Group, LLC | $16.5M | 227,621 | 0.08% | 13q | +51.6%+$5.6M |
| Marks Group Wealth Management, Inc | $16.3M | 224,884 | 1.42% | 3q | +8.2%+$1.2M |
| Sanctuary Advisors, LLC | $15.9M | 220,248 | 0.07% | 9q | +13.4%+$1.9M |
| Janney Montgomery Scott LLC | $15.7M | 217,775 | 0.03% | 17q | -4.2%-$687.7K |
| Beacon Pointe Advisors, LLC | $15.7M | 216,733 | 0.07% | 5q | -2.8%-$451.5K |
| Per Stirling Capital Management, LLC. | $15.3M | 211,334 | 1.45% | 9q | HELD |
| Plan Group Financial, LLC | $15.1M | 208,959 | 3.11% | 4q | +24.8%+$3.0M |
| PETRA FINANCIAL ADVISORS INC | $15.0M | 206,837 | 6.93% | 15q | +5.0%+$709.0K |
| Weil Company, Inc. | $14.7M | 203,625 | 2.59% | 10q | +7.2%+$991.2K |
| Allworth Financial LP | $14.6M | 201,492 | 0.06% | 11q | -10.7%-$1.8M |
| Alpha Zero LLC | $14.5M | 201,527 | 5.51% | 7q | +12.8%+$1.7M |
| STIFEL FINANCIAL CORP | $13.7M | 188,900 | 0.01% | 14q | +1.3%+$178.8K |
| Prism Advisors, Inc. | $13.6M | 187,945 | 3.30% | 16q | HELD |
| Ledyard National Bank | $12.4M | 170,884 | 0.99% | 13q | -1.9%-$235.3K |
| WOODMONT INVESTMENT COUNSEL LLC | $12.3M | 169,718 | 0.67% | 6q | +8.4%+$946.3K |
| True North Advisors, LLC | $12.1M | 167,310 | 1.16% | 3q | HELD |
| Integrated Wealth Concepts LLC | $12.0M | 165,833 | 0.08% | 12q | -4.1%-$510.7K |
| J.W. COLE ADVISORS, INC. | $11.9M | 164,746 | 0.20% | 17q | -3.0%-$364.8K |
| Perigon Wealth Management, LLC | $11.2M | 155,493 | 0.18% | 13q | -0.5%-$58.5K |
| SEAMOUNT FINANCIAL GROUP INC | $11.2M | 155,205 | 4.52% | 11q | HELD |
| Betterment LLC | $10.9M | 151,401 | 0.02% | 9q | +1.1%+$117.5K |
| Summit Financial, LLC | $10.6M | 147,258 | 0.12% | 4q | +87.5%+$5.0M |
| BENJAMIN EDWARDS INC | $10.0M | 138,425 | 0.09% | 8q | +1.5%+$147.9K |
| Farther Finance Advisors, LLC | $10.0M | 138,391 | 0.08% | 14q | +13.3%+$1.2M |
| Fifth Third Wealth Advisors LLC | $10.0M | 137,850 | 0.28% | 2q | +2221.5%+$9.5M |
| MBA Advisors LLC | $9.7M | 133,585 | 3.25% | 12q | -1.3%-$127.8K |
| Navalign, LLC | $9.5M | 131,050 | 2.21% | 3q | HELD |
| Clarus Wealth Advisors | $9.3M | 129,822 | 3.58% | 10q | -3.8%-$363.8K |
| Able Wealth Management LLC | $9.3M | 128,167 | 2.13% | 11q | -43.6%-$7.2M |
| Aprio Wealth Management, LLC | $9.0M | 125,101 | 0.45% | 2q | +742.0%+$8.0M |
| Tenzing Financial LLC | $8.9M | 122,984 | 6.10% | 3q | -0.8%-$72.9K |
| Onyx Bridge Wealth Group LLC | $8.8M | 122,406 | 0.80% | 12q | -0.8%-$67.7K |
Showing the largest 100 of 483 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 | 205 | $1.2B | 15,707,377 | 21 | 52 | 73 | 0.0% |
| Q2 2026 | 483 | $5.7B | 79,249,679 | 55 | 135 | 165 | 0.0% |
| Q1 2026 | 461 | $4.7B | 75,946,839 | 39 | 159 | 159 | 0.0% |
| Q4 2025 | 453 | $5.3B | 83,275,136 | 42 | 150 | 143 | 0.0% |
| Q3 2025 | 409 | $5.1B | 81,560,123 | 42 | 142 | 134 | 0.0% |
| Q2 2025 | 403 | $4.6B | 76,109,190 | 45 | 178 | 110 | 0.0% |
| Q1 2025 | 379 | $4.1B | 71,965,739 | 39 | 175 | 98 | 0.0% |
| Q4 2024 | 377 | $3.9B | 68,257,212 | 50 | 124 | 124 | 0.0% |
| Q3 2024 | 323 | $3.9B | 68,910,669 | 45 | 141 | 90 | 0.0% |
| Q2 2024 | 311 | $3.4B | 64,096,351 | 42 | 146 | 77 | 0.0% |
| Q1 2024 | 286 | $3.6B | 68,646,826 | 47 | 136 | 66 | 0.0% |
| Q4 2023 | 257 | $3.2B | 67,010,261 | 56 | 117 | 51 | 0.0% |
| Q3 2023 | 202 | $2.2B | 49,981,698 | 36 | 96 | 41 | 0.0% |
| Q2 2023 | 173 | $1.6B | 35,489,378 | 53 | 74 | 26 | 0.0% |
| Q1 2023 | 131 | $1.1B | 25,872,883 | 34 | 54 | 28 | 0.0% |
| Q4 2022 | 106 | $708.4M | 18,288,014 | 23 | 40 | 26 | 0.0% |
| Q3 2022 | 83 | $1.4B | 40,852,551 | 14 | 39 | 16 | 0.0% |
| Q2 2022 | 80 | $293.6M | 7,886,410 | 14 | 28 | 26 | 0.0% |
| Q1 2022 | 81 | $331.8M | 7,728,533 | 15 | 24 | 25 | 0.0% |
| Q4 2021 | 75 | $306.2M | 6,737,703 | 9 | 28 | 17 | 0.0% |
| Q3 2021 | 68 | $282.1M | 6,887,044 | 10 | 27 | 17 | 0.0% |
| Q2 2021 | 62 | $251.7M | 6,156,555 | 12 | 23 | 14 | 0.0% |
| Q1 2021 | 57 | $331.1M | 8,771,522 | 12 | 19 | 18 | 0.0% |
| Q4 2020 | 47 | $357.8M | 10,005,064 | 6 | 17 | 16 | 0.0% |
| Q3 2020 | 47 | $349.6M | 10,759,716 | 9 | 13 | 22 | 0.0% |
| Q2 2020 | 40 | $271.9M | 8,937,501 | 13 | 13 | 9 | 0.0% |
| Q1 2020 | 33 | $154.1M | 6,041,618 | 17 | 8 | 1 | 0.0% |
| Q4 2019 | 20 | $98.8M | 3,155,735 | 7 | 5 | 5 | 0.0% |
| Q3 2019 | 17 | $79.4M | 2,702,947 | 9 | 2 | 4 | 0.0% |
| Q2 2019 | 9 | $46.2M | 1,605,928 | 4 | 3 | 1 | 0.0% |
| Q1 2019 | 9 | $33.7M | 1,195,217 | 4 | 2 | 0 | 0.0% |
| Q4 2018 | 5 | $25.5M | 1,027,756 | 0 | 0 | 0 | 0.0% |