SEC 13F Intelligence

J P MORGAN EXCHANGE TRADED F

CUSIP 46641Q118

J P Morgan Exchange Traded F has 174 institutional holders in Filings Flow’s 13F database, together reporting 28.38M shares worth $1.9B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, FMR LLC, and Lpl Financial LLC.

Institutional Holders
174
Q1 2026
Reported Value
$1.9B
Ticker
unmapped
private placement or foreign
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 34Q4 ’22Q4 ’25: 170Q4 ’25Q1 ’26: 174Q1 ’26Q2 ’26: 15Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $50MQ4 ’22Q4 ’25: $1.5BQ4 ’25Q1 ’26: $1.9BQ1 ’26Q2 ’26: $30MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Meridian Financial Partners LLC$263M AUM8.72%$23M337.9KQ1 2026OLDER
Capital Developers, LLC$111M AUM6.72%$7M111.8KQ1 2026OLDER
CGC Financial Services, LLC$346M AUM6.55%$23M339.5KQ1 2026OLDER
Wagner Wealth Management, LLC$495M AUM5.82%$29M431.4KQ1 2026OLDER
Macco Financial Group, Inc.$132M AUM5.40%$7M106.9KQ1 2026OLDER
Syntegra Private Wealth Group, LLC$1.1B AUM3.91%$41M617.1KQ1 2026OLDER
Retirement Management Systems Inc.$415M AUM3.46%$14M215.2KQ1 2026OLDER
Bond & Devick Financial Network, Inc.$358M AUM3.27%$12M175.4KQ1 2026OLDER
Advisory Resource Group$581M AUM2.97%$17M258.4KQ1 2026OLDER
Schwallier Wealth Management LLC$137M AUM2.73%$4M56.0KQ1 2026OLDER
Lakeridge Wealth Management LLC$233M AUM2.35%$5M81.7KQ1 2026OLDER
B & T Capital Management DBA Alpha Capital Management$690M AUM2.03%$14M209.7KQ1 2026OLDER
FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM1.84%$6M86.2KQ1 2026OLDER
Fortitude Financial, LLC$111M AUM1.68%$2M23.9KQ2 2026
McLaughlin Asset Management, Inc.$105M AUM1.66%$2M26.0KQ1 2026OLDER
BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM1.65%$4M56.8KQ1 2026OLDER
SHP Wealth Management$1.3B AUM1.62%$22M322.3KQ1 2026OLDER
Stewardship Advisors, LLC$435M AUM1.37%$6M89.4KQ1 2026OLDER
Curry Webb Wealth Management LLC$202M AUM1.22%$2M38.3KQ2 2026
INTEGRITY WEALTH ADVISORS, INC.$168M AUM1.19%$2M29.8KQ1 2026OLDER
Crestwood Advisors Group, LLC$5.9B AUM1.13%$67M1.00MQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM1.10%$17M257.7KQ2 2026
Plan Group Financial, LLC$426M AUM0.95%$4M60.8KQ1 2026OLDER
Choice Wealth Advisors LLC$285M AUM0.87%$2M31.7KQ2 2026
WealthPlan Investment Management, LLC$1.8B AUM0.73%$13M197.1KQ1 2026OLDER
Scarborough Advisors, LLC$914M AUM0.73%$7M100.0KQ1 2026OLDER
Ruggaard & Associates LLC$252M AUM0.72%$2M27.3KQ1 2026OLDER
Platform Technology Partners$519M AUM0.70%$4M54.7KQ1 2026OLDER
Total Clarity Wealth Management, Inc.$426M AUM0.70%$3M44.6KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.67%$37M555.1KQ1 2026OLDER
Atlas Legacy Advisors, LLC$550M AUM0.64%$4M52.9KQ1 2026OLDER
Tradition Wealth Management, LLC$1.4B AUM0.61%$9M128.0KQ1 2026OLDER
Harbor Asset Planning, Inc.$119M AUM0.55%$652,8109.8KQ1 2026OLDER
Destiny Wealth Partners, LLC$914M AUM0.48%$4M66.1KQ1 2026OLDER
Fermata Advisors, LLC$495M AUM0.45%$2M28.7KQ2 2026
ASHTON THOMAS SECURITIES, LLC$797M AUM0.45%$4M53.9KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.44%$27M407.6KQ1 2026OLDER
Allegheny Financial Group$742M AUM0.43%$3M47.3KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.40%$7M98.8KQ1 2026OLDER
Legacy Private Trust Co.$1.6B AUM0.38%$6M93.3KQ1 2026OLDER
Rooted Wealth Advisors, Inc.$379M AUM0.38%$1M19.7KQ1 2026OLDER
WEST MICHIGAN ADVISORS, LLC$455M AUM0.34%$2M23.3KQ1 2026OLDER
Wells Trecaso Financial Group, LLC$210M AUM0.34%$715,35111.3KQ3 2025OLDER
American Trust$1.1B AUM0.34%$4M57.6KQ1 2026OLDER
Asset Allocation Strategies LLC$563M AUM0.33%$2M28.1KQ1 2026OLDER
SFAM, LLC$108M AUM0.32%$348,5395.2KQ1 2026OLDER
SilverOak Wealth Management LLC$632M AUM0.32%$2M30.3KQ1 2026OLDER
Freedom Financial Partners LLC$281M AUM0.30%$851,01812.7KQ1 2026OLDER
Heritage Wealth Management, Inc.$202M AUM0.30%$601,6649.0KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.28%$1M18.2KQ1 2026OLDER
LUTS & GREENLEIGH GROUP, INC.$126M AUM0.27%$341,5295.1KQ1 2026OLDER
GREENWOOD CAPITAL ASSOCIATES LLC$908M AUM0.27%$2M36.5KQ1 2026OLDER
MTM FINANCIAL GROUP, LLC$213M AUM0.26%$544,6808.2KQ2 2026
NESTEGG ADVISORS, INC.$114M AUM0.23%$258,4003.9KQ1 2026OLDER
WealthPLAN Partners, LLC$518M AUM0.21%$1M16.3KQ1 2026OLDER
Independent Advisor Alliance$9.3B AUM0.20%$19M283.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.18%$70M1.05MQ1 2026OLDER
Capital Advisors Wealth Management, LLC$745M AUM0.18%$1M20.3KQ1 2026OLDER
FIFTH THIRD SECURITIES, INC.$1.5B AUM0.18%$3M40.8KQ1 2026OLDER
AVAII WEALTH MANAGEMENT, LLC$287M AUM0.16%$458,8956.9KQ1 2026OLDER
PAX Financial Group, LLC$586M AUM0.15%$900,46013.5KQ1 2026OLDER
WBH ADVISORY INC$1.3B AUM0.13%$2M26.1KQ1 2026OLDER
Prosperity Wealth Management, Inc.$300M AUM0.13%$375,4795.8KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.12%$1M20.4KQ1 2026OLDER
Summit Wealth Partners, LLC$632M AUM0.12%$769,79111.5KQ1 2026OLDER
Avestar Capital, LLC$1.6B AUM0.12%$2M27.4KQ1 2026OLDER
Arete Wealth Advisors, LLC$1.3B AUM0.12%$2M23.1KQ1 2026OLDER
United Advisor Group, LLC$811M AUM0.11%$909,76613.6KQ1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.10%$603,2679.0KQ1 2026OLDER
Sequent Planning LLC$414M AUM0.09%$377,6835.7KQ1 2026OLDER
Everest Financial Group LLC$607M AUM0.09%$528,3547.9KQ1 2026OLDER
Alteri Wealth LLC$309M AUM0.07%$225,7493.4KQ1 2026OLDER
PCG Wealth Advisors, LLC$395M AUM0.07%$267,5934.0KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.07%$6M93.0KQ1 2026OLDER
Modern Wealth Management, LLC$5.8B AUM0.07%$4M58.2KQ1 2026OLDER
Garden State Investment Advisory Services LLC$455M AUM0.06%$271,0194.1KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.06%$2M27.6KQ1 2026OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.05%$3M45.0KQ4 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.05%$89,0371.4KQ4 2025OLDER
Glass Jacobson Investment Advisors llc$290M AUM0.05%$140,2172.1KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.05%$45M680.8KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.04%$684M10.52MQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.04%$240,0383.6KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.04%$3M47.2KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.04%$28M416.1KQ1 2026OLDER
Breakwater Capital Group$833M AUM0.04%$322,7324.1KQ2 2026
LPL Financial LLC$376.6B AUM0.04%$142M2.13MQ1 2026OLDER
NWAM LLC$1.7B AUM0.04%$641,35310.7KQ4 2025OLDER
Private Advisor Group, LLC$21.3B AUM0.03%$7M107.5KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.03%$844,36210.8KQ2 2026
EARNED WEALTH ADVISORS, LLC$1.5B AUM0.03%$459,3066.9KQ1 2026OLDER
Triumph Capital Management$491M AUM0.03%$150,6332.3KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.03%$769,30511.5KQ2 2026
Triad Wealth Partners, LLC$1.3B AUM0.03%$365,5885.5KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.03%$722,58410.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.03%$296,8344.4KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.03%$7M101.6KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.03%$504,5147.6KQ1 2026OLDER
Intrua Financial, LLC$969M AUM0.02%$239,9373.6KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.02%$4M55.3KQ4 2025OLDER
Pinnacle Financial Partners, Inc.$13.1B AUM0.02%$3M45.1KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.02%$1M15.6KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.02%$267,6944.0KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.02%$1M16.7KQ4 2025OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.02%$6M91.7KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.02%$12M175.0KQ1 2026OLDER
HighPoint Advisor Group LLC$2.4B AUM0.02%$381,3905.7KQ1 2026OLDER
Signal Advisors Wealth, LLC$1.5B AUM0.02%$221,0393.3KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.01%$30M459.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$511,8808.1KQ3 2025OLDER
Krilogy Financial LLC$3.1B AUM0.01%$437,8026.2KQ1 2026OLDER
SPINNAKER TRUST$1.8B AUM0.01%$237,3013.6KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.01%$1M18.8KQ1 2026OLDER
Vise Technologies, Inc.$5.1B AUM0.01%$624,6799.7KQ1 2026OLDER
Merit Financial Group, LLC$13.5B AUM0.01%$2M24.2KQ1 2026OLDER
Ausdal Financial Partners, Inc.$2.3B AUM0.01%$263,6553.9KQ1 2026OLDER
Pinnacle Bancorp, Inc.$339M AUM0.01%$37,725565Q1 2026OLDER
Dynamic Advisor Solutions LLC$3.5B AUM0.01%$389,3485.0KQ2 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$17M257.6KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.01%$273,0234.1KQ1 2026OLDER
Main Street Group, LTD$340M AUM0.01%$29,685468Q3 2025OLDER
Center for Financial Planning, Inc.$958M AUM0.01%$81,6601.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.01%$161M2.41MQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.01%$27M399.6KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.01%$38M562.8KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$7M105.8KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.01%$395,8865.9KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.01%$1M21.6KQ2 2026
Baird Financial Group, Inc.$64.0B AUM0.01%$3M49.4KQ1 2026OLDER
Golden State Wealth Management, LLC$915M AUM0.01%$46,873702Q1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$389,9765.8KQ1 2026OLDER
World Investment Advisors$6.2B AUM0.00%$287,8464.3KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$378,5705.7KQ1 2026OLDER
GODSEY & GIBB, INC$1.1B AUM0.00%$46,406695Q1 2026OLDER
Strategic Investment Solutions, Inc. /IL$437M AUM0.00%$16,854216Q2 2026
Root Financial Partners, LLC$2.2B AUM0.00%$74,8101.2KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$2M27.6KQ1 2026OLDER
Abound Wealth Management$440M AUM0.00%$15,291229Q1 2026OLDER
Crewe Advisors LLC$1.2B AUM0.00%$32,667515Q3 2025OLDER
TopTier Wealth Management, LLC$163M AUM0.00%$4,80772Q1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$9M139.5KQ1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$3M39.5KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$2M28.7KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$12M184.2KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$435,2716.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.00%$260,8684.1KQ4 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$339,3925.1KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$346,1285.2KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$15,891238Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$273,2394.1KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.00%$22,135349Q3 2025OLDER
Concord Wealth Partners$770M AUM0.00%$8,112126Q4 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$49,877747Q1 2026OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$2,44638Q4 2025OLDER
ASSETMARK, INC$49.0B AUM0.00%$374,3135.6KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$3M41.0KQ1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$15,802243Q1 2026OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$34,506544Q3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$441,7946.6KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$3M49.1KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$418,9096.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$15,366230Q1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M33.1KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.00%$3,57854Q1 2026OLDER
Creative Planning$147.4B AUM0.00%$353,7275.3KQ1 2026OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$2,49732Q2 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$3,36450Q1 2026OLDER
Crews Bank & Trust$690M AUM0.00%$1,26919Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$2,73841Q1 2026OLDER
Aptus Capital Advisors, LLC$12.7B AUM0.00%$19,163287Q1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$9,303139Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$33,348518Q4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M17.7KQ4 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$22,702340Q1 2026OLDER
Larson Financial Group LLC$3.1B AUM0.00%$3,80657Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$12,509186Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$139,6832.1KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$510,6758.1KQ3 2025OLDER
McIlrath & Eck, LLC$1.3B AUM0.00%$1,03515Q1 2026OLDER
Grey Fox Wealth Advisors, LLC$518M AUM0.00%$3175Q3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$1,95125Q2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$487,4887.3KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$6,54398Q1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$15,891238Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$19,297289Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$184,7712.9KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$313,2854.7KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$10,927164Q2 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$93514Q1 2026OLDER
FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM0.00%$561Q3 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.