J P MORGAN EXCHANGE TRADED F JEMA
ACTIVEBLDRS EMER · ETP · CUSIP 46641Q266
117
institutional holders
+6 vs Q1 2026
25.5m
shares reported held*
$1.6bnreported value*
17 new
48 added
34 reduced
11 sold out
net sold ≈ $34.9m (-540.9k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($727.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.33.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 27 |
| Q4 2022 | 36 |
| Q1 2023 | 37 |
| Q2 2023 | 43 |
| Q3 2023 | 56 |
| Q4 2023 | 59 |
| Q1 2024 | 62 |
| Q2 2024 | 74 |
| Q3 2024 | 65 |
| Q4 2024 | 69 |
| Q1 2025 | 69 |
| Q2 2025 | 75 |
| Q3 2025 | 83 |
| Q4 2025 | 92 |
| Q1 2026 | 111 |
| Q2 2026 | 117 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 26 | 40 |
| Q4 2024 | 38 | 25 |
| Q1 2025 | 41 | 24 |
| Q2 2025 | 40 | 29 |
| Q3 2025 | 45 | 36 |
| Q4 2025 | 58 | 29 |
| Q1 2026 | 69 | 31 |
| Q2 2026 | 65 | 45 |
Biggest buyers
| LPL Financial LLC | Added | +412.9k |
| BURKETT FINANCIAL SERVICES, LLC | Added | +346.5k |
| JPMORGAN CHASE & CO | Added | +317.6k |
| Lido Advisors, LLC | Added | +287.9k |
| Cetera Investment Advisers | Added | +69.1k |
| OSAIC HOLDINGS, INC. | Added | +58.3k |
| Wayfinding Financial, LLC | Added | +47.1k |
| Integrated Wealth Concepts LLC | Added | +47.0k |
| JONES FINANCIAL COMPANIES LLLP | Added | +40.0k |
| DAYMARK WEALTH PARTNERS, LLC | Added | +31.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.7m |
| JANE STREET GROUP, LLC | Reduced | -255.1k |
| Arkadios Wealth Advisors | Sold out | -179.0k |
| BANK OF AMERICA CORP /DE/ | Sold out | -133.2k |
| OLD MISSION CAPITAL LLC | Reduced | -66.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -64.1k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -57.0k |
| Janney Montgomery Scott LLC | Reduced | -26.8k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sold out | -13.2k |
| Gateway Wealth Partners, LLC | Sold out | -7.4k |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.06% of their portfolio | 15.8m $997.6m | Added +317.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.8m $115.0m | Reduced -1.7m |
| Lido Advisors, LLC 0.18% of their portfolio | 773.4k $49.4m | Added +287.9k |
| LPL Financial LLC 0.01% of their portfolio | 758.3k $48.4m | Added +412.9k |
| Janney Montgomery Scott LLC 0.09% of their portfolio | 709.3k $45.3m | Reduced -26.8k |
| Vestmark Advisory Solutions, Inc. 0.41% of their portfolio | 682.8k $43.6m | Reduced -59 |
| WNY Asset Management, LLC 3.50% of their portfolio | 611.3k $39.0m | Added +27.9k |
| KELLY FINANCIAL GROUP LLC 6.96% of their portfolio | 490.2k $31.3m | Added +6.4k |
| Pallas Capital Advisors LLC 0.81% of their portfolio | 413.2k $26.4m | Added +20.3k |
| BURKETT FINANCIAL SERVICES, LLC 6.94% of their portfolio | 347.3k $22.2m | Added +346.5k |
| DAYMARK WEALTH PARTNERS, LLC 0.39% of their portfolio | 253.3k $16.2m | Added +31.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 210.9k $13.5m | Added +18.8k |
| Wagner Wealth Management, LLC 2.27% of their portfolio | 191.8k $12.3m | Added +207 |
| Cetera Investment Advisers 0.01% of their portfolio | 190.2k $12.2m | Added +69.1k |
| Advantage Trust Co 4.18% of their portfolio | 186.0k $11.9m | Added +11.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 160.2k $10.2m | Unchanged |
| WJ Wealth Management, LLC 3.07% of their portfolio | 121.8k $7.8m | Added +7.9k |
| Perigon Wealth Management, LLC 0.12% of their portfolio | 116.8k $7.5m | Added +16.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 116.1k $7.4m | Reduced -255.1k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 114.0k $7.2m | Added +40.0k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 111.1k $7.1m | Added +58.3k |
| OLD MISSION CAPITAL LLC 0.12% of their portfolio | 76.7k $4.9m | Reduced -66.4k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 70.5k $4.5m | Reduced -57.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 65.4k $4.2m | Reduced -64.1k |
| Wayfinding Financial, LLC 1.43% of their portfolio | 59.0k $3.8m | Added +47.1k |
| 5T Wealth, LLC 1.26% of their portfolio | 53.1k $3.4m | Reduced -1.7k |
| Integrated Wealth Concepts LLC 0.02% of their portfolio | 52.1k $3.3m | Added +47.0k |
| &PARTNERS 0.01% of their portfolio | 47.5k $3.0m | Added +1.3k |
| NewEdge Wealth, LLC 0.03% of their portfolio | 41.3k $2.6m | Reduced -3.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 40.6k $2.6m | Added +3.2k |
| M Holdings Securities, Inc. 0.31% of their portfolio | 35.8k $2.3m | Added +568 |
| Centennial Bank/AR/ 0.71% of their portfolio | 34.5k $2.2m | Added +349 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 33.3k $2.1m | Added +5.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 33.3k $2.1m | Added +15.9k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 29.9k $1.9m | Added +2.0k |
| Nearwater Capital Markets, Ltd 0.03% of their portfolio | 28.0k $1.8m | New |
| Formidable Asset Management, LLC 0.22% of their portfolio | 26.0k $1.4m | New |
| Fortitude Financial, LLC 1.49% of their portfolio | 25.9k $1.7m | Added +2.7k |
| Hopwood Nicholas Hunter 0.44% of their portfolio | 25.3k $1.6m | Added +686 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 23.4k $1.5m | Added +3.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 23.0k $1.5m | Reduced -183 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 22.8k $1.4m | Added +2.9k |
| TBH Global Asset Management, LLC 0.26% of their portfolio | 22.3k $1.4m | Added +1.6k |
| Merited Wealth, LLC 0.98% of their portfolio | 21.6k $1.4m | Added +6.3k |
| First Bank & Trust 0.20% of their portfolio | 21.4k $1.4m | Added +2.5k |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 21.4k $1.4m | Added +7.0k |
| Nautilus Advisors LLC 0.76% of their portfolio | 20.6k $1.3m | Added +226 |
| UNIQUE WEALTH, LLC 0.14% of their portfolio | 19.4k $1.2m | Added +6.9k |
| CreativeOne Wealth, LLC 0.03% of their portfolio | 19.2k $1.2m | Reduced -2.3k |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 18.1k $1.2m | Added +12.5k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 16.8k $1.1m | Reduced -86 |
| Capital Analysts, LLC 0.02% of their portfolio | 16.0k $1.0m | Added +5.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 15.8k $1.0m | Added +8.5k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 14.7k $937.6k | Added +971 |
| MassMutual Private Wealth & Trust, FSB 0.02% of their portfolio | 13.5k $859.2k | Reduced -2.5k |
| Vise Technologies, Inc. 0.01% of their portfolio | 12.2k $781.1k | New |
| Saxony Capital Management, LLC 0.36% of their portfolio | 12.1k $775.6k | Reduced -528 |
| 3Chopt Investment Partners, LLC 0.14% of their portfolio | 11.7k $746.9k | Reduced -693 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 11.2k $718.6k | Reduced -3.8k |
| FSA WEALTH PARTNERS, INC. 0.17% of their portfolio | 10.5k $671.9k | New |
| LAKE STREET PRIVATE WEALTH, LLC 0.08% of their portfolio | 10.4k $663.4k | Reduced -1.3k |
| Elevation Wealth Management LLC 0.48% of their portfolio | 10.1k $643.5k | Reduced -786 |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 8.4k $535.1k | Added +5 |
| Composition Wealth, LLC 0.01% of their portfolio | 8.3k $527.7k | Reduced -109 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 8.2k $521.0k | Added +2.6k |
| Ascent Group, LLC 0.02% of their portfolio | 8.2k $520.6k | Reduced -622 |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 8.1k $519.5k | New |
| Advisory Alpha, LLC 0.01% of their portfolio | 7.4k $474.9k | New |
| IFP Advisors, Inc 0.01% of their portfolio | 7.3k $469.1k | Added +921 |
| STEPHENS INC /AR/ 0.00% of their portfolio | 6.7k $428.0k | Reduced -1.8k |
| AdvisorNet Financial, Inc 0.02% of their portfolio | 5.5k $350.3k | Added +745 |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 5.2k $331.6k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 5.2k $331.0k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.1k $324.4k | Reduced -221 |
| FIRETHORN WEALTH PARTNERS, LLC 0.10% of their portfolio | 4.9k $310.3k | Reduced -538 |
| GeoWealth Management, LLC 0.01% of their portfolio | 4.8k $306.9k | Reduced -230 |
| MN Wealth Advisors, LLC 0.13% of their portfolio | 4.7k $300.3k | Reduced -81 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.06% of their portfolio | 4.7k $298.4k | Added +747 |
| Emergent Wealth Advisors, LLC 0.14% of their portfolio | 4.2k $268.6k | Reduced -44 |
| BIP Wealth, LLC 0.01% of their portfolio | 3.9k $247.1k | Unchanged |
| Triad Wealth Partners, LLC 0.01% of their portfolio | 3.8k $227.7k | New |
| ENDEAVOR PRIVATE WEALTH, INC. 0.06% of their portfolio | 3.8k $239.8k | New |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 3.3k $210.9k | New |
| UBS Group AG 0.00% of their portfolio | 3.3k $210.2k | Added +2.1k |
| Seneca House Advisors 0.07% of their portfolio | 3.3k $208.1k | New |
| Equitable Holdings, Inc. 0.00% of their portfolio | 3.2k $205.2k | New |
| Ignite Planners, LLC 0.03% of their portfolio | 3.2k $202.2k | New |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 2.0k $124.7k | Unchanged |
| Tripletail Wealth Management, LLC 0.12% of their portfolio | 1.7k $106.5k | Reduced -16 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.2k $79.0k | Unchanged |
| Keating Financial Advisory Services, Inc. 0.01% of their portfolio | 1.2k $78.9k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 968 $61.8k | Added +271 |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 816 $52.1k | Reduced -1.9k |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 756 $48.3k | Unchanged |
| ASSETMARK, INC 0.00% of their portfolio | 640 $40.9k | Unchanged |
| Cordgrass Capital Advisors, LLC 0.01% of their portfolio | 588 $37.6k | Added +86 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 481 $30.7k | First filing |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 436 $27.9k | Unchanged |
| VANGUARD ADVISERS INC 0.00% of their portfolio | 421 $26.9k | Reduced -139 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 374 $23.3k | Unchanged |