J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q241
J P Morgan Exchange Traded F has 111 institutional holders in Filings Flow’s 13F database, together reporting 13.55M shares worth $580M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Lpl Financial LLC, and Clearwater Capital Advisors, LLC.
Institutional Holders
111
Q1 2026
Reported Value
$580M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Clearwater Capital Advisors, LLC$1.2B AUM | 4.48% | $55M | 1.20M | Q1 2026OLDER |
| Wealth Alliance Advisory Group, LLC$632M AUM | 2.36% | $15M | 322.3K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 1.33% | $19M | 406.4K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.91% | $2M | 46.4K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.78% | $3M | 67.5K | Q1 2026OLDER |
| Heck Capital Advisors, LLC$1.3B AUM | 0.75% | $10M | 218.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.53% | $2M | 38.6K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.43% | $466,089 | 10.1K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.40% | $818,828 | 17.7K | Q1 2026OLDER |
| Cobblestone Asset Management LLC$222M AUM | 0.39% | $864,883 | 18.7K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.31% | $1M | 27.3K | Q1 2026OLDER |
| NORTHBRIDGE FINANCIAL GROUP, LLC$261M AUM | 0.29% | $748,066 | 16.3K | Q2 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.23% | $418,994 | 9.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.22% | $1M | 27.1K | Q4 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.21% | $3M | 57.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.21% | $15M | 322.2K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.18% | $2M | 53.7K | Q2 2026 |
| Arlington Financial Advisors, LLC$702M AUM | 0.18% | $1M | 27.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.17% | $431,411 | 9.3K | Q1 2026OLDER |
| CONTINUUM WEALTH ADVISORS, LLC$241M AUM | 0.16% | $426,600 | 9.2K | Q4 2025OLDER |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.16% | $233,939 | 5.1K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.14% | $538,041 | 11.7K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 0.12% | $392,083 | 8.5K | Q1 2026OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.12% | $2M | 41.2K | Q1 2026OLDER |
| Shelter Mutual Insurance Co$450M AUM | 0.11% | $480,064 | 10.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.10% | $1M | 29.8K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.10% | $561,167 | 12.2K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.10% | $3M | 63.0K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.10% | $381,328 | 8.3K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.09% | $766,354 | 16.7K | Q2 2026 |
| Alpha Omega Wealth Management LLC$617M AUM | 0.09% | $561,523 | 12.2K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.09% | $2M | 35.4K | Q1 2026OLDER |
| Plan Group Financial, LLC$426M AUM | 0.08% | $338,220 | 7.3K | Q1 2026OLDER |
| BAILARD, INC.$4.4B AUM | 0.05% | $2M | 47.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.05% | $303,594 | 6.6K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.04% | $800,121 | 17.3K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.04% | $570,368 | 12.4K | Q1 2026OLDER |
| Fonville Wealth Management LLC$525M AUM | 0.04% | $214,778 | 4.7K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.04% | $304,467 | 6.6K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 41.4K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.03% | $502,128 | 10.9K | Q1 2026OLDER |
| Rosenberg Matthew Hamilton$488M AUM | 0.03% | $137,834 | 3.0K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.03% | $55,840 | 1.2K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $102M | 2.20M | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $305,474 | 6.6K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.02% | $226,228 | 4.9K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $366,638 | 8.0K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.02% | $830,603 | 18.0K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.02% | $132,018 | 2.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $6M | 134.2K | Q1 2026OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $217,781 | 4.7K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $169,961 | 3.7K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $225,081 | 4.8K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $4M | 85.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $221M | 4.81M | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $41M | 897.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $10M | 221.3K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $260,700 | 5.6K | Q3 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $19,132 | 414 | Q1 2026OLDER |
| Fairway Wealth LLC$379M AUM | 0.01% | $34,490 | 743 | Q4 2025OLDER |
| Team Financial Group, LLC$220M AUM | 0.01% | $19,849 | 430 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 168.9K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.01% | $206,848 | 4.5K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $382,482 | 8.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $282,989 | 6.1K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $265,322 | 5.7K | Q4 2025OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $548,335 | 11.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $750,054 | 16.2K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $350,724 | 7.6K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $218,291 | 4.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $220,699 | 4.8K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 32.0K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $324,736 | 7.0K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $29,017 | 633 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 55.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $171,336 | 3.7K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $484,495 | 10.5K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.00% | $6,287 | 136 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $67,762 | 1.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $206,520 | 4.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $26,819 | 581 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $45,584 | 982 | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $53,197 | 1.1K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $239,201 | 5.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $247,083 | 5.4K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $16,711 | 360 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $212,428 | 4.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $269,474 | 5.8K | Q4 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $11,817 | 256 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $658,340 | 14.3K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $2,460 | 53 | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $61,947 | 1.3K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $4,293 | 93 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $787,485 | 17.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 227.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $347,454 | 7.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $262,943 | 5.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 71.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $95,832 | 2.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 62.3K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $12,186 | 264 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 36.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 74.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $25,524 | 555 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $9,065 | 197 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $30,745 | 662 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $12,538 | 274 | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $3,693 | 80 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $100,860 | 2.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $239,570 | 5.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $6,739 | 146 | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $1,154 | 25 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $101,000 | 2.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,693 | 145 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $415 | 9 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $10,940 | 237 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17,772 | 385 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4,293 | 93 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $25,035 | 542 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $26 | 1 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $46 | 1 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $3 | 0 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $995 | 22 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.