J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q779
J P Morgan Exchange Traded F has 141 institutional holders in Filings Flow’s 13F database, together reporting 20.50M shares worth $1.4B as of Q1 2026. The largest reported holders are Wealth Enhancement Advisory Services, LLC, Blue Trust, Inc., and Equitable Holdings, Inc..
Institutional Holders
141
Q1 2026
Reported Value
$1.4B
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 |
|---|---|---|---|---|
| Shore Point Advisors, LLC$253M AUM | 13.65% | $35M | 657.1K | Q1 2026OLDER |
| Nova R Wealth, Inc.$313M AUM | 5.27% | $17M | 243.0K | Q1 2026OLDER |
| Cassia Capital Partners, LLC$194M AUM | 4.94% | $10M | 141.5K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 3.71% | $324M | 4.77M | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 3.19% | $16M | 238.9K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 2.42% | $12M | 180.4K | Q1 2026OLDER |
| ARQ WEALTH ADVISORS, LLC$555M AUM | 2.31% | $13M | 188.9K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 2.05% | $5M | 76.5K | Q1 2026OLDER |
| Delos Wealth Advisors, LLC$175M AUM | 1.90% | $3M | 48.9K | Q1 2026OLDER |
| Hershey Financial Advisers, LLC$116M AUM | 1.87% | $2M | 32.0K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 1.28% | $628M | 9.12M | Q1 2026OLDER |
| WIN ADVISORS, INC$219M AUM | 1.09% | $2M | 35.1K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 1.03% | $3M | 43.4K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 1.00% | $3M | 37.0K | Q3 2025OLDER |
| Centennial Bank/AR/$279M AUM | 0.94% | $3M | 38.6K | Q1 2026OLDER |
| KELLY FINANCIAL GROUP LLC$398M AUM | 0.92% | $4M | 53.9K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.77% | $4M | 59.9K | Q3 2025OLDER |
| J HAGAN CAPITAL, INC.$185M AUM | 0.76% | $1M | 20.7K | Q1 2026OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.75% | $3M | 48.1K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.55% | $86M | 1.26M | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.49% | $958,623 | 14.1K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.48% | $550,686 | 8.0K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.48% | $981,042 | 14.4K | Q1 2026OLDER |
| Wealth Enhancement Trust Services, Inc.$826M AUM | 0.37% | $3M | 45.1K | Q1 2026OLDER |
| Klaas Financial Asset Advisors, LLC$724M AUM | 0.36% | $3M | 38.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 0.36% | $1M | 16.4K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.34% | $2M | 23.3K | Q2 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.33% | $862,723 | 12.7K | Q1 2026OLDER |
| Palumbo Wealth Management LLC$410M AUM | 0.33% | $1M | 19.9K | Q1 2026OLDER |
| Brightwater Advisory LLC$151M AUM | 0.31% | $476,119 | 7.0K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.27% | $4M | 61.6K | Q1 2026OLDER |
| INTRUST BANK NA$1.2B AUM | 0.25% | $3M | 45.8K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.25% | $4M | 60.2K | Q1 2026OLDER |
| Castleview Partners, LLC$195M AUM | 0.17% | $336,883 | 5.0K | Q1 2026OLDER |
| Strategic Financial Services, Inc.$2.1B AUM | 0.16% | $3M | 48.6K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.15% | $2M | 29.9K | Q1 2026OLDER |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.15% | $723,348 | 10.7K | Q1 2026OLDER |
| Able Wealth Management LLC$374M AUM | 0.13% | $490,135 | 7.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.11% | $2M | 22.8K | Q1 2026OLDER |
| Burk Holdings LLC$233M AUM | 0.11% | $256,058 | 3.8K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.10% | $566,113 | 8.3K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.10% | $11M | 168.6K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 0.08% | $666,974 | 9.8K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.08% | $590,768 | 8.7K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.07% | $605,643 | 8.9K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.07% | $4M | 53.4K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.07% | $346,256 | 5.1K | Q1 2026OLDER |
| NorthCrest Asset Manangement, LLC$3.2B AUM | 0.07% | $2M | 31.6K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.06% | $988,056 | 11.6K | Q2 2026 |
| TBH Global Asset Management, LLC$497M AUM | 0.06% | $302,991 | 4.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.06% | $4M | 65.5K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.06% | $416,893 | 6.1K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 0.06% | $252,391 | 3.7K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.06% | $2M | 22.3K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $6M | 89.4K | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.05% | $208,836 | 3.1K | Q1 2026OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.05% | $574,462 | 6.7K | Q2 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.04% | $2M | 35.9K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.03% | $13M | 191.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 41.5K | Q4 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.03% | $2M | 22.9K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $241,116 | 3.5K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.03% | $838,472 | 12.3K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.03% | $5M | 79.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $45,439 | 669 | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.02% | $503,967 | 7.4K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $631,928 | 9.3K | Q1 2026OLDER |
| AWM CAPITAL, LLC$1.1B AUM | 0.02% | $235,550 | 3.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.02% | $2M | 22.5K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.02% | $1M | 17.7K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $352,776 | 5.2K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 0.02% | $341,934 | 5.0K | Q1 2026OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.02% | $51,267 | 755 | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.02% | $87,251 | 1.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.02% | $479,379 | 7.1K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $993,981 | 14.6K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $3M | 37.7K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.01% | $8M | 117.1K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $310,851 | 4.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $256,941 | 3.8K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $540,432 | 7.9K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $677,658 | 10.0K | Q3 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $948,644 | 14.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $28M | 414.3K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $7 | 101 | Q4 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.01% | $58,931 | 868 | Q1 2026OLDER |
| Acropolis Investment Management, LLC$2.3B AUM | 0.01% | $135,365 | 2.0K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $295,721 | 4.4K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.01% | $4M | 60.4K | Q4 2025OLDER |
| Midwest Trust Co$8.0B AUM | 0.01% | $426,945 | 6.3K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $666,504 | 9.8K | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $857,905 | 12.6K | Q1 2026OLDER |
| Family Capital Trust Co$276M AUM | 0.00% | $12,496 | 184 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $17,252 | 254 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $86,530 | 1.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $110,064 | 1.7K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $42,730 | 500 | Q2 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $747,195 | 11.0K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $12,179 | 179 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $12,179 | 179 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $50M | 757.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $293,414 | 4.3K | Q1 2026OLDER |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 21.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 42.0K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $222,336 | 3.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 36.5K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $73,568 | 1.1K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $8,382 | 123 | Q4 2025OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 16.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $326,220 | 4.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $22,481 | 331 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $443,047 | 6.5K | Q2 2026 |
| FWL INVESTMENT MANAGEMENT, LLC$456M AUM | 0.00% | $7,274 | 107 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 15.2K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $945,250 | 13.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $53,046 | 781 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $114,982 | 1.7K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $44,352 | 653 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $198,870 | 2.9K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $31,719 | 467 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 26.4K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $494,661 | 7.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 31.9K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $9,580 | 141 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $416,281 | 6.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 34.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $101,339 | 1.5K | Q4 2025OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $20,797 | 305 | Q4 2025OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $308,013 | 4.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 18.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $525,088 | 7.7K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 39.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 56.6K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $384,024 | 5.7K | Q1 2026OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.00% | $1,019 | 15 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $16,265 | 239 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $131,086 | 1.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $53,055 | 778 | Q4 2025OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $3,204 | 47 | Q4 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $46,933 | 691 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $4,243 | 62 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 24.4K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $23,908 | 352 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $98,484 | 1.4K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $14,313 | 210 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $499,687 | 7.4K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $1,834 | 27 | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $407 | 6 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $203,896 | 3.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $212,492 | 3.1K | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $205,866 | 3.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,626 | 127 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $324,490 | 4.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $9,086 | 133 | Q4 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $2,717 | 40 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7,224 | 106 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18,756 | 276 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $123,829 | 1.8K | Q4 2025OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $4,481 | 66 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.