DaveManuel.com · Institutional Ownership · Who Owns It
J P MORGAN EXCHANGE TRADED F (JSCP)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
123
Reporting holders
$722.9M
Reported value
0.0%
Calls
0.0%
Puts
-1
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 | $125.5M | 2,659,489 | 0.01% | 12q | +3.4%+$4.1M |
| EP Wealth Advisors, LLC | $102.5M | 2,173,607 | 0.39% | 17q | -2.1%-$2.2M |
| HB Wealth Management, LLC | $31.4M | 666,586 | 0.18% | 6q | -11.4%-$4.0M |
| Roberts Wealth Advisors, LLC | $29.5M | 626,222 | 6.71% | 6q | +6.6%+$1.8M |
| MCF Advisors LLC | $24.2M | 514,151 | 0.87% | 2q | +1.0%+$242.2K |
| CGN Advisors LLC | $21.0M | 445,972 | 1.53% | 8q | +15.3%+$2.8M |
| Apella Capital, LLC | $19.5M | 414,958 | 0.28% | 4q | -3.6%-$736.7K |
| 5th Street Advisors, LLC | $18.7M | 396,649 | 7.11% | 12q | +2.9%+$520.3K |
| Bridgewealth Advisory Group, LLC | $18.3M | 387,797 | 3.45% | 11q | +4.1%+$721.7K |
| HighTower Advisors, LLC | $17.6M | 373,551 | 0.02% | 21q | -3.5%-$643.0K |
| TD Capital Management LLC | $17.6M | 372,471 | 1.44% | 8q | +15.7%+$2.4M |
| Roof Eidam Maycock Peralta, LLC | $16.4M | 347,102 | 3.22% | 13q | HELD |
| Integrated Wealth Concepts LLC | $16.2M | 343,466 | 0.11% | 2q | +3.9%+$605.7K |
| SkyOak Wealth, LLC | $14.8M | 313,090 | 2.41% | 11q | +7.4%+$1.0M |
| Hennion & Walsh Asset Management, Inc. | $14.7M | 312,314 | 0.42% | 5q | +11.6%+$1.5M |
| Summit Financial, LLC | $13.9M | 294,935 | 0.15% | 2q | +5.7%+$743.8K |
| RAYMOND JAMES FINANCIAL INC | $13.1M | 278,885 | 0.00% | 7q | -6.5%-$910.5K |
| Focus Partners Wealth | $12.1M | 256,767 | 0.01% | 3q | +0.5%+$63.6K |
| Global Retirement Partners, LLC | $9.9M | 209,110 | 0.15% | 12q | +697.3%+$8.6M |
| Main Street Financial Solutions, LLC | $8.9M | 189,754 | 0.57% | 7q | +2.3%+$202.1K |
| UBS Group AG | $8.8M | 186,871 | 0.00% | 14q | +1.8%+$155.8K |
| OSAIC HOLDINGS, INC. | $8.2M | 173,527 | 0.01% | 21q | -48.4%-$7.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 145,674 | 0.01% | 9q | +14.1%+$841.9K |
| Perigon Wealth Management, LLC | $6.5M | 138,292 | 0.10% | 8q | +11.1%+$652.8K |
| Waverly Advisors, LLC | $6.3M | 133,923 | 0.04% | 10q | -4.4%-$293.6K |
| MAI Capital Management | $6.3M | 133,167 | 0.02% | 10q | +14.8%+$809.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $6.0M | 127,950 | 0.01% | 17q | +13.8%+$731.5K |
| Boyce & Associates Wealth Consulting, Inc. | $5.8M | 122,458 | 4.00% | 2q | +2.6%+$146.0K |
| JONES FINANCIAL COMPANIES LLLP | $5.7M | 120,108 | 0.00% | 8q | +10.9%+$558.2K |
| Legacy Edge Advisors, LLC | $5.6M | 119,228 | 0.52% | 5q | +16.8%+$809.0K |
| New Insight Wealth Advisors | $4.9M | 103,714 | 1.44% | 3q | +38.9%+$1.4M |
| CARY STREET PARTNERS FINANCIAL LLC | $4.9M | 102,898 | 0.11% | 4q | -6.2%-$319.7K |
| NOESIS CAPITAL MANGEMENT CORP | $4.8M | 102,715 | 0.58% | 17q | +4.4%+$205.7K |
| LPL Financial LLC | $4.6M | 97,376 | 0.00% | 7q | +228.7%+$3.2M |
| Milestone Investment Advisors LLC | $4.4M | 92,768 | 0.95% | 13q | +2.6%+$109.6K |
| BELLEVUE ASSET MANAGEMENT, LLC | $3.9M | 83,297 | 1.81% | 5q | -11.8%-$523.3K |
| 21 West Wealth Management LLC | $3.6M | 76,794 | 3.09% | 5q | -9.8%-$393.8K |
| CAPTRUST FINANCIAL ADVISORS | $3.5M | 74,686 | 0.01% | 8q | HELD |
| HARBOUR INVESTMENT MANAGEMENT LLC | $3.4M | 71,860 | 1.75% | 3q | +1.4%+$47.6K |
| Wealthspire Advisors, LLC | $3.1M | 66,366 | 0.02% | 4q | +28.1%+$687.2K |
| STIFEL FINANCIAL CORP | $3.1M | 65,624 | 0.00% | 3q | +154.2%+$1.9M |
| Curry Webb Wealth Management LLC | $2.8M | 59,320 | 1.16% | 3q | -3.5%-$101.7K |
| PROMETHIUM ADVISORS,LLC | $2.7M | 57,265 | 1.30% | 6q | +7.9%+$198.0K |
| Tradition Wealth Management, LLC | $2.6M | 54,636 | 0.16% | 19q | -2.9%-$76.4K |
| Heritage Wealth Management, Inc. | $2.5M | 52,686 | 0.62% | 9q | +3.5%+$83.5K |
| Clear Creek Financial Management, LLC | $2.4M | 50,862 | 0.15% | 3q | +12.6%+$267.7K |
| Farther Finance Advisors, LLC | $1.9M | 40,549 | 0.01% | 4q | +13.1%+$221.6K |
| Ameritas Advisory Services, LLC | $1.9M | 39,515 | 0.04% | 2q | +88.8%+$876.4K |
| FAGAN ASSOCIATES, INC. | $1.8M | 38,750 | 0.22% | 4q | +10.1%+$167.4K |
| LexAurum Advisors, LLC | $1.8M | 37,824 | 0.21% | 11q | +113.3%+$947.2K |
| Clear Point Advisors Inc. | $1.7M | 37,040 | 1.55% | new | NEW |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $1.7M | 35,391 | 0.52% | 5q | +67.8%+$674.1K |
| BBR PARTNERS, LLC | $1.6M | 32,962 | 0.07% | 3q | HELD |
| Blueprint Investment Partners LLC | $1.5M | 31,817 | 0.13% | 2q | HELD |
| Blueprint Financial Advisors LLC | $1.5M | 31,817 | 0.17% | 2q | HELD |
| Diversified Portfolios, Inc. | $1.5M | 31,248 | 0.11% | 2q | +31.1%+$349.2K |
| Kingsview Wealth Management, LLC | $1.5M | 31,176 | 0.02% | 8q | -12.9%-$216.8K |
| D.A. DAVIDSON & CO. | $1.4M | 30,015 | 0.01% | 19q | HELD |
| Sanctuary Advisors, LLC | $1.4M | 29,957 | 0.01% | 9q | -1.3%-$18.7K |
| Cetera Investment Advisers | $1.4M | 29,401 | 0.00% | 4q | +65.1%+$546.5K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $1.4M | 28,695 | 0.47% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.3M | 28,258 | 0.00% | 13q | +23.9%+$257.1K |
| BEAM WEALTH ADVISORS, INC. | $1.3M | 27,027 | 0.28% | 19q | -7.7%-$106.0K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 24,749 | 0.00% | 3q | +35.6%+$306.6K |
| Southeast Asset Advisors, LLC | $1.1M | 23,452 | 0.11% | 8q | +0.8%+$9.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 23,266 | 0.00% | 2q | -19.4%-$263.4K |
| Legacy Wealth Managment, LLC/ID | $1.1M | 23,140 | 0.45% | 8q | +70.2%+$450.0K |
| USAdvisors Wealth Management, LLC | $1.1M | 22,674 | 0.31% | 22q | -2.1%-$23.0K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $1.1M | 22,362 | 0.09% | 15q | -0.6%-$6.0K |
| Avidian Wealth Enterprises, LLC | $1.0M | 21,399 | 0.03% | 2q | +138.5%+$585.8K |
| Capstone Wealth Management, Inc. | $1.0M | 21,431 | 0.76% | 3q | +1.1%+$11.1K |
| NATIXIS ADVISORS, LLC | $972.0K | 20,629 | 0.00% | 3q | +13.5%+$115.9K |
| ENVESTNET ASSET MANAGEMENT INC | $840.4K | 17,826 | 0.00% | 8q | +8.7%+$67.3K |
| CRA Financial Services, LLC | $831.2K | 17,631 | 0.10% | 2q | +31.5%+$199.1K |
| Peck Wealth Management, LLC | $771.4K | 16,362 | 0.65% | 4q | +77.5%+$336.8K |
| Interchange Capital Partners, LLC | $758.6K | 16,091 | 0.14% | 9q | +18.3%+$117.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $745.9K | 15,821 | 0.00% | 5q | +14.5%+$94.3K |
| MidAtlantic Capital Management, Inc. | $691.0K | 14,657 | 0.43% | 11q | -14.1%-$113.6K |
| GeoWealth Management, LLC | $667.5K | 14,159 | 0.02% | 10q | -6.4%-$46.0K |
| Lodestone Wealth Management LLC | $658.9K | 13,977 | 0.23% | 15q | +1.0%+$6.6K |
| Kestra Advisory Services, LLC | $648.5K | 13,755 | 0.00% | 4q | +2.0%+$12.7K |
| Merit Financial Group, LLC | $622.7K | 13,209 | 0.00% | 5q | -68.4%-$1.3M |
| Tempus Wealth Planning, LLC | $622.4K | 13,202 | 0.12% | new | NEW |
| CITADEL ADVISORS LLC | $582.8K | 12,362 | 0.00% | 4q | +138.9%+$338.9K |
| Krilogy Financial LLC | $529.3K | 11,227 | 0.02% | 4q | HELD |
| Professional Financial Advisors, LLC | $504.2K | 10,694 | 0.09% | 3q | +1.0%+$4.9K |
| OPPENHEIMER & CO INC | $471.4K | 10,000 | 0.01% | 2q | HELD |
| INVENIO WEALTH PARTNERS LLC | $470.4K | 9,978 | 0.17% | 8q | HELD |
| Vawter Financial, Ltd. | $441.5K | 9,364 | 0.17% | 4q | -0.7%-$3.1K |
| MAGNOLIA CAPITAL ADVISORS LLC | $423.9K | 8,990 | 0.07% | new | NEW |
| BCGM Wealth Management, LLC | $412.4K | 8,748 | 0.09% | 7q | +5.2%+$20.3K |
| Flagship Capital Management Inc. | $406.4K | 8,620 | 0.26% | 3q | +53.9%+$142.4K |
| BLUEDOOR PRIVATE WEALTH, LLC | $394.1K | 8,360 | 0.17% | 3q | -20.6%-$102.0K |
| &PARTNERS | $388.3K | 8,236 | 0.00% | 2q | +6.1%+$22.3K |
| Summit Wealth Partners, LLC | $355.5K | 7,540 | 0.05% | 10q | +1.7%+$6.1K |
| PNC Financial Services Group, Inc. | $315.6K | 6,694 | 0.00% | 8q | -24.8%-$104.1K |
| BENJAMIN EDWARDS INC | $294.0K | 6,237 | 0.00% | new | NEW |
| Concurrent Investment Advisors, LLC | $280.7K | 5,953 | 0.00% | 2q | +38.9%+$78.5K |
| Wealth Dimensions Group, Ltd. | $280.4K | 5,947 | 0.05% | 2q | HELD |
| Visionary Wealth Advisors | $258.5K | 5,484 | 0.01% | 6q | -83.9%-$1.3M |
Showing the largest 100 of 123 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 | 50 | $269.5M | 5,860,319 | 6 | 20 | 14 | 0.0% |
| Q2 2026 | 123 | $722.9M | 15,333,433 | 10 | 67 | 29 | 0.0% |
| Q1 2026 | 124 | $767.7M | 16,234,622 | 24 | 56 | 31 | 0.0% |
| Q4 2025 | 107 | $648.6M | 13,635,915 | 18 | 52 | 22 | 0.0% |
| Q3 2025 | 93 | $591.0M | 12,409,116 | 13 | 48 | 17 | 0.0% |
| Q2 2025 | 92 | $496.0M | 10,456,661 | 21 | 36 | 22 | 0.0% |
| Q1 2025 | 79 | $477.3M | 10,111,208 | 9 | 34 | 21 | 0.0% |
| Q4 2024 | 77 | $428.1M | 9,180,280 | 10 | 36 | 19 | 0.0% |
| Q3 2024 | 70 | $388.1M | 8,167,803 | 16 | 30 | 13 | 0.0% |
| Q2 2024 | 58 | $412.5M | 8,891,796 | 6 | 30 | 12 | 0.0% |
| Q1 2024 | 54 | $375.7M | 8,074,768 | 9 | 26 | 10 | 0.0% |
| Q4 2023 | 54 | $249.0M | 5,349,117 | 11 | 20 | 15 | 0.0% |
| Q3 2023 | 51 | $222.4M | 4,902,576 | 9 | 19 | 11 | 0.0% |
| Q2 2023 | 50 | $132.6M | 2,894,590 | 11 | 19 | 11 | 0.0% |
| Q1 2023 | 47 | $137.7M | 2,965,732 | 7 | 14 | 18 | 0.0% |
| Q4 2022 | 49 | $178.0M | 3,895,044 | 13 | 10 | 17 | 0.0% |
| Q3 2022 | 37 | $4.2B | 92,644,491 | 5 | 14 | 10 | 0.0% |
| Q2 2022 | 37 | $4.2B | 90,450,618 | 10 | 11 | 13 | 0.0% |
| Q1 2022 | 35 | $152.2M | 3,189,553 | 10 | 12 | 11 | 0.0% |
| Q4 2021 | 27 | $110.0M | 2,211,307 | 10 | 9 | 3 | 0.0% |
| Q3 2021 | 19 | $81.3M | 1,621,056 | 12 | 4 | 2 | 0.0% |
| Q2 2021 | 7 | $56.7M | 1,128,003 | 5 | 1 | 0 | 0.0% |
| Q1 2021 | 4 | $50.5M | 1,008,097 | 4 | 0 | 0 | 0.0% |