J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q290
J P Morgan Exchange Traded F has 29 institutional holders in Filings Flow’s 13F database, together reporting 7.13M shares worth $507M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Lpl Financial LLC, and Iag Wealth Partners, LLC.
Institutional Holders
29
Q1 2026
Reported Value
$507M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| IAG Wealth Partners, LLC$896M AUM | 0.57% | $5M | 67.5K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.21% | $225,245 | 3.0K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.11% | $200,049 | 2.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.03% | $488M | 6.71M | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $333,900 | 4.4K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.02% | $205,079 | 2.7K | Q1 2026 |
| Key FInancial Inc$562M AUM | 0.01% | $51,945 | 692 | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $456,860 | 6.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $306,843 | 4.1K | Q1 2026 |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.00% | $5 | 64 | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $2M | 21.3K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $123,565 | 1.6K | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.00% | $7,060 | 95 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 14.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 76.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $11,294 | 152 | Q4 2025OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $3,418 | 46 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $67,259 | 896 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $3,828 | 51 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 22.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,906 | 92 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $696,419 | 10.6K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $928,184 | 12.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $833,226 | 11.1K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $12,760 | 172 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $19,442 | 259 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3,019 | 40 | Q1 2026 |
| Spire Wealth Management$2.9B AUM | 0.00% | $751 | 10 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,263 | 17 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $34,005 | 453 | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $330 | 5 | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $64,064 | 862 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $27,249 | 363 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,797 | 78 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $300 | 4 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $78 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.