J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q126
J P Morgan Exchange Traded F has 62 institutional holders in Filings Flow’s 13F database, together reporting 7.68M shares worth $364M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, First Foundation Advisors, and Eclectic Associates Inc /Adv.
Institutional Holders
62
Q1 2026
Reported Value
$364M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Anderson Financial Strategies, LLC$182M AUM | 4.48% | $8M | 158.2K | Q1 2026OLDER |
| Beta Wealth Group, Inc.$242M AUM | 2.41% | $6M | 121.0K | Q1 2026OLDER |
| Ducere Wealth Management LLC$259M AUM | 1.79% | $5M | 98.9K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 1.36% | $1M | 30.5K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 1.18% | $10M | 198.9K | Q2 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.57% | $14M | 295.4K | Q1 2026OLDER |
| OARSMAN CAPITAL, INC.$806M AUM | 0.55% | $4M | 92.3K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.26% | $450,862 | 9.4K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.26% | $507,811 | 10.6K | Q1 2026OLDER |
| Independence Asset Advisors, LLC$277M AUM | 0.25% | $698,299 | 14.5K | Q1 2026OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.22% | $398,406 | 8.3K | Q1 2026OLDER |
| National Philanthropic Trust$3.8B AUM | 0.19% | $7M | 161.4K | Q2 2026 |
| Bill Few Associates, Inc.$470M AUM | 0.19% | $879,285 | 16.9K | Q2 2026 |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.06% | $888,009 | 18.5K | Q1 2026OLDER |
| Certified Advisory Corp$1.1B AUM | 0.04% | $444,135 | 9.2K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.03% | $1M | 24.4K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.03% | $1M | 29.1K | Q1 2026OLDER |
| HENGEHOLD CAPITAL MANAGEMENT LLC$1.1B AUM | 0.02% | $207,907 | 4.5K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $270M | 5.70M | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.02% | $21,295 | 443 | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $632,793 | 13.2K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.01% | $212,852 | 4.4K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $722,524 | 13.8K | Q2 2026 |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $26,439 | 550 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $942,020 | 19.6K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $224,739 | 4.3K | Q2 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $213,270 | 4.4K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $47,157 | 981 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $225,372 | 4.7K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $279,635 | 5.8K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 77.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 193.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 56.0K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $26,967 | 561 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $466,902 | 9.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 98.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $16,296 | 339 | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.00% | $4,032 | 86 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $28,842 | 600 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $42,013 | 874 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $552,654 | 11.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $559,401 | 11.6K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $20,239 | 426 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $27,699 | 593 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $10,061 | 215 | Q4 2025OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $17,834 | 371 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $544,057 | 11.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 25.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 41.5K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $44,939 | 962 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $87,055 | 1.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 22.0K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $30,595 | 655 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $24,371 | 507 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $12,928 | 268 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $6,345 | 132 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $516,705 | 10.7K | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $256,797 | 5.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $781,666 | 16.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $18,641 | 388 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $849,422 | 18.2K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $88,074 | 1.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $18,030 | 386 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $214,056 | 4.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $204,874 | 4.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $304,886 | 6.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $4,905 | 105 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,115 | 44 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,989 | 64 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $625 | 13 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 1 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | — | $0 | 9 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.