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DaveManuel.com · Institutional Ownership · Who Owns It

J P MORGAN EXCHANGE TRADED F (JTNY)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

39
Reporting holders
$89.9M
Reported value
0.0%
Calls
0.0%
Puts
+39
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

Download these holders as CSV

FilerValueShares Their book Held Change
JPMORGAN CHASE & CO$24.8M491,8310.00%newNEW
Sterling Investment Counsel, LLC$12.7M253,6863.00%newNEW
Greenspring Advisors, LLC$8.5M170,2090.47%newNEW
Kestra Advisory Services, LLC$8.4M167,1600.03%newNEW
LPL Financial LLC$7.9M158,2700.00%newNEW
Winthrop Advisory Group LLC$7.4M146,8500.50%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$2.5M48,8710.00%newNEW
OLD MISSION CAPITAL LLC$1.9M36,9490.03%newNEW
ASSETMARK, INC$1.8M35,7600.00%newNEW
JANE STREET GROUP, LLC$1.7M33,6840.00%newNEW
Longview Financial Advisors LLC$1.6M32,5670.81%newNEW
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M25,6850.00%newNEW
Savant Capital, LLC$1.1M22,8970.00%newNEW
WELLS FARGO & COMPANY/MN$1.1M21,8180.00%newNEW
JONES FINANCIAL COMPANIES LLLP$676.7K13,4500.00%newNEW
RAYMOND JAMES FINANCIAL INC$563.6K11,2310.00%newNEW
Private Advisor Group, LLC$521.2K10,3850.00%newNEW
ASPIRIANT, LLC$480.3K9,5710.01%newNEW
HTG Investment Advisors, Inc.$439.6K8,7590.11%newNEW
Chicago Partners Investment Group LLC$408.4K8,3070.01%newNEW
Platform Technology Partners$388.4K7,7400.06%newNEW
Cetera Investment Advisers$383.5K7,6410.00%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$347.1K6,9170.00%newNEW
Principle Wealth Partners LLC$340.0K6,7760.02%newNEW
ENVESTNET ASSET MANAGEMENT INC$335.4K6,6830.00%newNEW
Cambridge Investment Research Advisors, Inc.$314.0K6,2640.00%newNEW
OSAIC HOLDINGS, INC.$290.0K5,7800.00%newNEW
Focus Partners Wealth$288.5K5,7480.00%newNEW
CITADEL ADVISORS LLC$276.1K5,5020.00%newNEW
HRT FINANCIAL LP$223.0K4,4600.00%newNEW
UBS Group AG$218.3K4,3490.00%newNEW
MORGAN STANLEY$209.4K4,1720.00%newNEW
Cherry Tree Wealth Management, LLC$167.7K3,3420.03%newNEW
ROYAL BANK OF CANADA$141.0K2,8150.00%newNEW
Steward Partners Investment Advisory, LLC$113.6K2,2630.00%newNEW
FLAGSHIP WEALTH ADVISORS, LLC$36.3K7230.01%newNEW
Darwin Wealth Management, LLC$14.6K2900.00%newNEW
SOA Wealth Advisors, LLC.$10.9K2170.00%newNEW
Axiom Investment Management LLC$1.8K360.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$14.8M314,6342230.0%
Q2 202639$89.9M1,789,65839000.0%