J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q308
J P Morgan Exchange Traded F has 123 institutional holders in Filings Flow’s 13F database, together reporting 4.75M shares worth $290M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Morgan Stanley.
Institutional Holders
123
Q1 2026
Reported Value
$290M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SAM Advisors, LLC$319M AUM | 3.84% | $12M | 197.2K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 1.87% | $12M | 190.4K | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 1.73% | $2M | 28.8K | Q1 2026OLDER |
| RHS Financial, LLC$211M AUM | 1.51% | $3M | 51.3K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.96% | $10M | 159.2K | Q1 2026OLDER |
| TIEMANN INVESTMENT ADVISORS, LLC$255M AUM | 0.91% | $2M | 37.2K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.81% | $3M | 52.9K | Q1 2026OLDER |
| Schiavi & Co LLC$337M AUM | 0.80% | $3M | 43.2K | Q1 2026OLDER |
| BKM Wealth Management, LLC$274M AUM | 0.72% | $2M | 31.8K | Q1 2026OLDER |
| Accel Wealth Management$383M AUM | 0.55% | $2M | 33.9K | Q1 2026OLDER |
| Tactive Advisors, LLC$406M AUM | 0.43% | $2M | 28.0K | Q2 2026 |
| Cedar Point Capital Partners, LLC$154M AUM | 0.42% | $651,771 | 10.5K | Q1 2026OLDER |
| SHEPHERD KAPLAN KROCHUK, LLC$119M AUM | 0.35% | $413,950 | 6.7K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.33% | $823,426 | 13.3K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.32% | $7M | 116.0K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.27% | $4M | 67.3K | Q1 2026OLDER |
| Bond & Devick Financial Network, Inc.$358M AUM | 0.25% | $879,154 | 14.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.24% | $4M | 69.8K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.24% | $651,045 | 10.5K | Q1 2026OLDER |
| POTENTIA WEALTH$259M AUM | 0.23% | $600,232 | 10.2K | Q3 2025OLDER |
| BARNES PETTEY FINANCIAL ADVISORS, LLC$229M AUM | 0.22% | $511,588 | 8.2K | Q1 2026OLDER |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.21% | $8M | 123.6K | Q1 2026OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.19% | $3M | 54.4K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.18% | $728,310 | 11.7K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.15% | $1M | 21.5K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.14% | $358,779 | 5.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.13% | $272,595 | 4.4K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.13% | $151,356 | 2.4K | Q1 2026OLDER |
| SEGALL BRYANT & HAMILL, LLC$7.0B AUM | 0.11% | $7M | 118.5K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.08% | $939,352 | 15.1K | Q1 2026OLDER |
| LOM Asset Management Ltd$348M AUM | 0.08% | $264,349 | 4.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $5M | 73.2K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.06% | $826,033 | 13.3K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.06% | $6M | 95.0K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.06% | $294,604 | 4.7K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.06% | $257,639 | 4.1K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.06% | $269,692 | 4.3K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.05% | $2M | 27.9K | Q2 2026 |
| Asset One Wealth Management LLC$904M AUM | 0.05% | $453,949 | 7.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.05% | $4M | 63.4K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.04% | $296,690 | 5.0K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.04% | $3M | 45.5K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 0.04% | $314,026 | 5.0K | Q2 2026 |
| Coppell Advisory Solutions LLC$170M AUM | 0.03% | $313,807 | 5.2K | Q4 2025OLDER |
| Argent Trust Co$2.9B AUM | 0.03% | $900,151 | 14.5K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.03% | $382,720 | 5.9K | Q1 2026OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.03% | $212,038 | 3.4K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $797,799 | 12.8K | Q1 2026OLDER |
| Slow Capital, Inc.$770M AUM | 0.02% | $202,952 | 3.4K | Q3 2025OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.02% | $52,559 | 846 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $656,420 | 10.6K | Q1 2026OLDER |
| 49 WEALTH MANAGEMENT, LLC$1.3B AUM | 0.02% | $228,050 | 3.7K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 33.1K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $237,246 | 3.8K | Q2 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $473,050 | 7.6K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.01% | $248,566 | 4.1K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $13M | 210.3K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.01% | $118,948 | 2.0K | Q3 2025OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $2M | 27.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $9M | 138.9K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.01% | $217,443 | 3.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.01% | $10M | 158.0K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.01% | $102,757 | 1.7K | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.01% | $133,174 | 2.2K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $100,831 | 1.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 79.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $1M | 23.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $178,303 | 2.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $23M | 368.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 63.3K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.01% | $5M | 87.7K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $290,350 | 4.8K | Q4 2025OLDER |
| First Pacific Financial$777M AUM | 0.00% | $32,668 | 526 | Q1 2026OLDER |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $82,714 | 1.4K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $569,930 | 9.3K | Q1 2026OLDER |
| Wagner Wealth Management, LLC$495M AUM | 0.00% | $17,593 | 283 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $835,965 | 13.5K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $283,413 | 4.6K | Q1 2026OLDER |
| Lowe Wealth Advisors, LLC$274M AUM | 0.00% | $6,873 | 117 | Q3 2025OLDER |
| Key Capital Management, INC$151M AUM | 0.00% | $3,168 | 51 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $10M | 168.4K | Q2 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4M | 67.3K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $7M | 119.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $330,659 | 5.3K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $20M | 328.4K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $254,283 | 4.1K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $3M | 50.9K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 57.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $376,744 | 6.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 104.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $186,663 | 3.2K | Q3 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $7,288 | 120 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $12,425 | 200 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $15M | 255.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $3,541 | 57 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $498,628 | 8.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $77,907 | 1.2K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $10,485 | 168 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $315,560 | 5.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 50.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $338,714 | 5.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $194,456 | 3.1K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $9,413 | 155 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $86,881 | 1.4K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $5M | 83.9K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 45.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $15,594 | 251 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 25.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $202,036 | 3.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $33,673 | 542 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $223,159 | 3.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 31.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $75,049 | 1.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,932 | 63 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $14,103 | 227 | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $8,978 | 144 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $40,684 | 655 | Q2 2026 |
| Basepoint Wealth LLC$175M AUM | 0.00% | $249 | 4 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $8,387 | 135 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $6,465 | 106 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $418,023 | 6.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $885,801 | 14.3K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $145,687 | 2.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $14,538 | 234 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $11,556 | 186 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $994 | 16 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $124 | 2 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $60,139 | 968 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $9,568 | 154 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $870 | 14 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $559 | 9 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $621 | 10 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1,336 | 22 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $69,011 | 1.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $20,796 | 335 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.