DaveManuel.com · Institutional Ownership · Who Owns It

J P MORGAN EXCHANGE TRADED F (JUSA)

Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.

Reporting holders

$397.6M

Reported value

0.0%

Calls

0.0%

Puts

+35

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

Filer	Value	Shares	Their book	Held	Change
LPL Financial LLC	$141.8M	2,110,560	0.03%	new	NEW
ENVESTNET ASSET MANAGEMENT INC	$60.5M	900,816	0.01%	new	NEW
Janney Montgomery Scott LLC	$58.2M	865,901	0.11%	new	NEW
Cambridge Investment Research Advisors, Inc.	$51.5M	766,532	0.06%	new	NEW
JPMORGAN CHASE & CO	$39.6M	594,978	0.00%	6q	+120.3%+$21.6M
PARK AVENUE SECURITIES LLC	$8.7M	130,243	0.05%	new	NEW
MML INVESTORS SERVICES, LLC	$8.3M	123,390	0.02%	new	NEW
Colonial River Investments, LLC	$5.0M	74,624	1.43%	new	NEW
OSAIC HOLDINGS, INC.	$2.3M	34,755	0.00%	new	NEW
CreativeOne Wealth, LLC	$2.1M	30,520	0.04%	new	NEW
UNIQUE WEALTH, LLC	$1.9M	28,673	0.22%	new	NEW
CITADEL ADVISORS LLC	$1.5M	23,049	0.00%	2q	+19.5%+$253.2K
Hopwood Nicholas Hunter	$1.5M	23,018	0.42%	new	NEW
MLG Wealth Management DBA Pine Grove Financial Group	$1.5M	22,807	0.15%	new	NEW
MassMutual Private Wealth & Trust, FSB	$1.5M	22,329	0.04%	new	NEW
Wayfinding Financial, LLC	$1.2M	17,831	0.45%	new	NEW
IFP Advisors, Inc	$962.7K	14,331	0.02%	new	NEW
LAKE STREET PRIVATE WEALTH, LLC	$923.4K	13,746	0.11%	new	NEW
Integrated Wealth Concepts LLC	$810.1K	12,059	0.01%	new	NEW
Envestnet Portfolio Solutions, Inc.	$743.8K	11,073	0.00%	new	NEW
Farther Finance Advisors, LLC	$729.9K	10,866	0.01%	new	NEW
Elevation Wealth Management LLC	$669.8K	9,971	0.50%	new	NEW
FLOW TRADERS U.S. LLC	$657.0K	9,775	0.03%	new	NEW
Tower Research Capital LLC (TRC)	$641.0K	9,542	0.02%	new	NEW
Global Retirement Partners, LLC	$518.8K	7,723	0.01%	new	NEW
3Chopt Investment Partners, LLC	$452.6K	6,737	0.09%	new	NEW
GeoWealth Management, LLC	$443.4K	6,601	0.01%	new	NEW
PRIVATE TRUST CO NA	$419.3K	6,242	0.03%	new	NEW
FIRETHORN WEALTH PARTNERS, LLC	$380.8K	5,669	0.12%	new	NEW
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	$375.9K	5,596	0.08%	new	NEW
J.W. COLE ADVISORS, INC.	$334.8K	4,985	0.01%	new	NEW
Ascent Group, LLC	$327.4K	4,874	0.01%	new	NEW
Aegis Wealth Management, Inc.	$302.0K	4,495	0.19%	new	NEW
Gateway Wealth Partners, LLC	$281.5K	4,190	0.02%	new	NEW
HighTower Advisors, LLC	$219.1K	3,262	0.00%	new	NEW
Capital Analysts, LLC	$85.0K	1,262	0.00%	new	NEW
FIFTH THIRD BANCORP	$11.8K	175	0.00%	new	NEW
Cordgrass Capital Advisors, LLC	$9.2K	137	0.00%	new	NEW
Transamerica Financial Advisors, LLC	$4.1K	61	0.00%	new	NEW

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	21	$73.0M	1,065,900	10	10	1	0.0%
Q2 2026	39	$397.6M	5,923,398	37	2	0	0.0%
Q1 2026	4	$16.7M	291,159	3	1	0	0.0%
Q4 2025	3	$13.7M	221,654	1	0	2	0.0%
Q3 2025	2	$25.5M	423,068	0	2	0	0.0%
Q2 2025	2	$11.4M	202,833	0	0	1	0.0%
Q1 2025	2	$10.5M	207,137	2	0	0	0.0%
Q2 2023	2	$26.6M	524,677	0	0	1	0.0%
Q1 2023	3	$24.5M	526,411	1	0	1	0.0%
Q4 2022	2	$23.3M	532,530	0	1	1	0.0%
Q3 2022	2	$22.1M	531,945	0	0	1	0.0%
Q2 2022	3	$23.0M	534,865	1	1	0	0.0%
Q1 2022	2	$27.3M	531,749	0	0	1	0.0%
Q4 2021	2	$30.6M	571,886	0	1	0	0.0%
Q3 2021	2	$26.5M	544,174	2	0	0	0.0%