J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q738
J P Morgan Exchange Traded F has 56 institutional holders in Filings Flow’s 13F database, together reporting 9.87M shares worth $937M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, University Of Texas/Texas Am Investment Management Co, and Alaska Permanent Capital Management, LLC.
Institutional Holders
56
Q1 2026
Reported Value
$937M
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 |
|---|---|---|---|---|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$687M AUM | 36.28% | $249M | 2.61M | Q1 2026OLDER |
| Global Endowment Management, LP$896M AUM | 4.66% | $42M | 436.6K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 3.40% | $49M | 507.0K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 3.29% | $27M | 286.2K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.56% | $633,966 | 5.9K | Q2 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.42% | $27M | 282.1K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.15% | $13M | 140.2K | Q1 2026OLDER |
| Fortress Wealth Management, Inc.$225M AUM | 0.09% | $202,141 | 2.1K | Q3 2025OLDER |
| BAKER BOYER NATIONAL BANK$333M AUM | 0.09% | $289,558 | 3.0K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.05% | $353,091 | 3.7K | Q3 2025OLDER |
| Peterson Wealth Advisors, LLC$752M AUM | 0.05% | $394,363 | 4.1K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $37M | 391.7K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.03% | $282,716 | 3.0K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.03% | $414M | 4.39M | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $397,621 | 4.3K | Q4 2025OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $219,994 | 2.4K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $329,821 | 3.6K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $230,326 | 2.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $12M | 125.9K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $958,214 | 10.3K | Q4 2025OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $307,634 | 3.2K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.01% | $66,615 | 621 | Q2 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $186,500 | 1.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $3M | 27.5K | Q1 2026OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $26,701 | 283 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $4M | 45.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $619,018 | 6.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $36M | 371.1K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $13,971 | 146 | Q1 2026OLDER |
| ANGELES WEALTH MANAGEMENT, LLC$1.8B AUM | 0.00% | $40,740 | 440 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $205,016 | 2.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $3,253 | 34 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $13,397 | 140 | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.00% | $4,785 | 50 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 125.3K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $13,022 | 135 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $12,359 | 129 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $66,696 | 697 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 34.6K | Q4 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $241,475 | 2.6K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 17.6K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $232,597 | 2.4K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $3,062 | 32 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 27.9K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $71,016 | 767 | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $18,085 | 189 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $215,795 | 2.3K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 17.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $16,650 | 174 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $5,850 | 62 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $121,804 | 1.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 16.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $92,532 | 967 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $66,260 | 692 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $300,180 | 3.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $11,387 | 119 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,914 | 20 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $14,354 | 150 | Q2 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $58,562 | 612 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $859 | 9 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $3,541 | 37 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $114,828 | 1.2K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2,871 | 30 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $38,000 | 394 | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $2,525 | 26 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $15,224 | 159 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4,210 | 44 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.