J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q274
J P Morgan Exchange Traded F has 122 institutional holders in Filings Flow’s 13F database, together reporting 15.99M shares worth $752M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Ep Wealth Advisors, LLC, and Cwm, LLC.
Institutional Holders
122
Q1 2026
Reported Value
$752M
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 |
|---|---|---|---|---|
| 5th Street Advisors, LLC$232M AUM | 7.86% | $18M | 385.6K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 7.05% | $28M | 587.4K | Q1 2026OLDER |
| Boyce & Associates Wealth Consulting, Inc.$132M AUM | 4.28% | $6M | 119.4K | Q1 2026OLDER |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 3.77% | $16M | 347.8K | Q1 2026OLDER |
| 21 West Wealth Management LLC$108M AUM | 3.74% | $4M | 85.1K | Q1 2026OLDER |
| Bridgewealth Advisory Group, LLC$482M AUM | 3.65% | $18M | 372.5K | Q1 2026OLDER |
| SkyOak Wealth, LLC$546M AUM | 2.52% | $14M | 291.4K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 2.23% | $4M | 94.4K | Q1 2026OLDER |
| Shorepoint Capital Partners LLC$503M AUM | 2.11% | $11M | 223.0K | Q3 2025OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 1.82% | $3M | 70.8K | Q1 2026OLDER |
| Clear Point Advisors Inc.$129M AUM | 1.72% | $2M | 46.5K | Q4 2025OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 1.56% | $3M | 66.2K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 1.53% | $21M | 446.0K | Q2 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 1.47% | $13M | 278.0K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 1.37% | $15M | 321.9K | Q1 2026OLDER |
| PROMETHIUM ADVISORS,LLC$193M AUM | 1.30% | $3M | 53.1K | Q1 2026OLDER |
| New Insight Wealth Advisors$279M AUM | 1.27% | $4M | 74.6K | Q1 2026OLDER |
| Heritage Wealth Management, Inc.$202M AUM | 1.19% | $2M | 50.9K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 1.06% | $24M | 509.0K | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 1.03% | $4M | 90.4K | Q1 2026OLDER |
| Capstone Wealth Management, Inc.$118M AUM | 0.85% | $999,031 | 21.2K | Q1 2026OLDER |
| Frederick Financial Consultants, LLC$201M AUM | 0.79% | $1M | 24.7K | Q3 2025OLDER |
| NOESIS CAPITAL MANGEMENT CORP$676M AUM | 0.69% | $5M | 98.4K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.56% | $807,221 | 17.1K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.52% | $105M | 2.22M | Q1 2026OLDER |
| Main Street Financial Solutions, LLC$1.3B AUM | 0.51% | $7M | 144.4K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.51% | $5M | 102.1K | Q1 2026OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.43% | $997,632 | 21.1K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.42% | $1M | 24.3K | Q3 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.42% | $15M | 312.3K | Q2 2026 |
| BEAM WEALTH ADVISORS, INC.$402M AUM | 0.34% | $1M | 29.3K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.32% | $643,091 | 13.6K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.28% | $19M | 415.0K | Q2 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.26% | $654,555 | 13.8K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.23% | $2M | 35.2K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.23% | $497,785 | 10.5K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.23% | $36M | 752.1K | Q1 2026OLDER |
| Blueprint Financial Advisors LLC$675M AUM | 0.22% | $2M | 31.8K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.20% | $642,056 | 13.6K | Q1 2026OLDER |
| Flagship Capital Management Inc.$136M AUM | 0.19% | $264,880 | 5.6K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.19% | $3M | 56.3K | Q1 2026OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.19% | $446,039 | 9.4K | Q1 2026OLDER |
| INVENIO WEALTH PARTNERS LLC$252M AUM | 0.19% | $471,959 | 10.0K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.17% | $1M | 19.2K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.17% | $13M | 279.2K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.16% | $2M | 45.2K | Q1 2026OLDER |
| Blueprint Investment Partners LLC$980M AUM | 0.15% | $2M | 31.8K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.14% | $257,474 | 5.4K | Q4 2025OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.13% | $5M | 109.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.12% | $16M | 330.6K | Q1 2026OLDER |
| Southeast Asset Advisors, LLC$913M AUM | 0.12% | $1M | 23.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.12% | $44M | 927.4K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.11% | $838,724 | 17.7K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.11% | $6M | 124.4K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.10% | $1M | 22.5K | Q1 2026OLDER |
| Whitegate Investment Counselors, Inc.$315M AUM | 0.10% | $317,299 | 6.7K | Q1 2026OLDER |
| BCGM Wealth Management, LLC$398M AUM | 0.10% | $393,455 | 8.3K | Q1 2026OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.09% | $1M | 23.8K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.09% | $504,169 | 10.7K | Q2 2026 |
| BBR PARTNERS, LLC$1.8B AUM | 0.09% | $2M | 33.0K | Q1 2026OLDER |
| CRA Financial Services, LLC$770M AUM | 0.08% | $634,235 | 13.4K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.07% | $2M | 34.0K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.06% | $421,994 | 8.9K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.06% | $350,540 | 7.4K | Q1 2026OLDER |
| Wealth Dimensions Group, Ltd.$508M AUM | 0.06% | $281,293 | 5.9K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.05% | $203,154 | 4.3K | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.05% | $133,339 | 2.8K | Q1 2026OLDER |
| KM Capital Management Ltd.$149M AUM | 0.05% | $74,206 | 1.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.05% | $7M | 140.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.05% | $12M | 248.5K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.04% | $10M | 209.2K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $989,753 | 20.9K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.03% | $5M | 116.0K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $357,159 | 7.6K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.03% | $715,829 | 15.1K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.02% | $138,559 | 2.9K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 336.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $2M | 35.8K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.02% | $269,374 | 5.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 26.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $18M | 387.2K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.02% | $2M | 51.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.02% | $531,430 | 11.2K | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $243,151 | 5.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $425,704 | 9.0K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.02% | $24,315 | 511 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $2M | 35.8K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.02% | $172,443 | 3.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 41.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $12M | 255.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $424,422 | 9.0K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $812,141 | 17.2K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $6M | 127.7K | Q1 2026OLDER |
| Clearstead Trust, LLC$613M AUM | 0.01% | $61,322 | 1.3K | Q3 2025OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $20,670 | 437 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 30.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $121M | 2.57M | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 30.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 112.4K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.01% | $4M | 74.8K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $473,000 | 10.0K | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.01% | $23,650 | 500 | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.01% | $54,726 | 1.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $14M | 298.2K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $254,001 | 5.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $160,820 | 3.4K | Q1 2026OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $9,555 | 202 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.8K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $33,488 | 708 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5M | 108.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $637,846 | 13.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $202,791 | 4.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $367,190 | 7.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $9M | 183.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 25.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $842,385 | 17.8K | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $10,474 | 220 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $653,733 | 13.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 29.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $202,397 | 4.3K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $3,932 | 83 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $421,118 | 8.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $775,668 | 16.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 21.8K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 28.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $577,817 | 12.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $244,730 | 5.2K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $6,515 | 137 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $137,972 | 2.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $28,617 | 605 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $378 | 8 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $24,000 | 500 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.