J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q886
J P Morgan Exchange Traded F has 109 institutional holders in Filings Flow’s 13F database, together reporting 2.39M shares worth $245M as of Q1 2026. The largest reported holders are Morgan Stanley, Hightower Advisors, LLC, and Lpl Financial LLC.
Institutional Holders
109
Q1 2026
Reported Value
$245M
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 |
|---|---|---|---|---|
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$113M AUM | 2.32% | $3M | 22.9K | Q1 2026OLDER |
| Manske Wealth Management$357M AUM | 1.92% | $7M | 59.8K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 1.55% | $2M | 15.6K | Q1 2026OLDER |
| Vantus Wealth LLC$136M AUM | 1.26% | $2M | 15.7K | Q4 2025OLDER |
| Gallacher Capital Management LLC$261M AUM | 0.53% | $1M | 12.1K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.52% | $8M | 63.8K | Q2 2026 |
| Traub Capital Management LLC$101M AUM | 0.49% | $489,043 | 4.3K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.45% | $2M | 14.9K | Q1 2026OLDER |
| McLaughlin Asset Management, Inc.$105M AUM | 0.44% | $455,390 | 4.0K | Q1 2026OLDER |
| Cosner Financial Group, LLC$182M AUM | 0.38% | $688,226 | 6.0K | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.34% | $5M | 46.3K | Q1 2026OLDER |
| BLUEDOOR PRIVATE WEALTH, LLC$216M AUM | 0.32% | $696,764 | 6.1K | Q1 2026OLDER |
| LANDMARK WEALTH MANAGEMENT, INC.$265M AUM | 0.28% | $746,449 | 6.5K | Q1 2026OLDER |
| LUTS & GREENLEIGH GROUP, INC.$126M AUM | 0.24% | $296,976 | 2.6K | Q1 2026OLDER |
| Richard P Slaughter Associates Inc$463M AUM | 0.23% | $1M | 9.2K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.21% | $2M | 19.5K | Q1 2026OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.19% | $2M | 18.5K | Q1 2026OLDER |
| FSM Wealth Advisors, LLC$778M AUM | 0.15% | $1M | 10.1K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.14% | $1M | 10.7K | Q1 2026OLDER |
| Goldstein Advisors, LLC$900M AUM | 0.14% | $1M | 10.6K | Q1 2026OLDER |
| Curry Webb Wealth Management LLC$202M AUM | 0.11% | $228,295 | 2.1K | Q2 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.09% | $2M | 17.9K | Q2 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC$530M AUM | 0.08% | $439,245 | 3.5K | Q2 2026 |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.07% | $560,739 | 4.9K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.07% | $2M | 18.5K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.04% | $3M | 21.9K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $41M | 355.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.04% | $2M | 15.8K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.04% | $497,043 | 4.3K | Q1 2026OLDER |
| COMPASS CAPITAL MANAGEMENT, INC$1.7B AUM | 0.04% | $609,300 | 5.3K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.03% | $6M | 54.6K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.03% | $517,561 | 4.5K | Q1 2026OLDER |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.03% | $1M | 11.4K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 11.3K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.02% | $579,407 | 5.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $208,101 | 1.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 24.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 10.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $327,441 | 2.9K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $11M | 92.5K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $260,838 | 2.3K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $331,191 | 3.1K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $938,115 | 8.2K | Q1 2026OLDER |
| Pflug Koory, LLC$218M AUM | 0.01% | $22,906 | 200 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 19.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $226,182 | 2.0K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $277,120 | 2.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $29M | 250.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $15M | 133.5K | Q1 2026OLDER |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.01% | $107,201 | 936 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $461,296 | 4.0K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.01% | $13,211 | 115 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $443,117 | 3.9K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $493,751 | 4.3K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $216,125 | 2.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $1M | 11.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 29.6K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $390,243 | 3.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $397,552 | 3.5K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $10,390 | 96 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $49M | 446.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 17.9K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $307,495 | 2.8K | Q3 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $32,958 | 304 | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $26,801 | 234 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $99,546 | 916 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 15.7K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $3,933 | 34 | Q1 2026OLDER |
| IMG Wealth Management, Inc.$157M AUM | 0.00% | $2,405 | 21 | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $5,956 | 52 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $6M | 54.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $760,620 | 7.0K | Q4 2025OLDER |
| Abich Financial Wealth Management LLC$281M AUM | 0.00% | $2,928 | 27 | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $9,391 | 82 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $2,711 | 25 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $858,217 | 7.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $85,720 | 745 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $292,666 | 2.7K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $37,108 | 324 | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $9,850 | 86 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 19.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1M | 9.8K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $104,795 | 915 | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,948 | 17 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $14,514 | 129 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $95,637 | 835 | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.00% | $3,894 | 34 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $729 | 6 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $65,396 | 571 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $24,834 | 229 | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 34.3K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $46,729 | 408 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,912 | 36 | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $794,240 | 6.9K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $118,539 | 1.0K | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $2,978 | 26 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $777,430 | 6.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $31,077 | 286 | Q4 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $984,958 | 8.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $535,657 | 4.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $32,756 | 286 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $22,333 | 195 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $438,306 | 3.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $206,684 | 1.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $813,303 | 7.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $12,369 | 108 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,977 | 17 | Q2 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $326 | 3 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $51,539 | 450 | Q1 2026OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $962 | 8 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $2,717 | 25 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $147,176 | 1.3K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $435 | 4 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $116,738 | 1.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,632 | 49 | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $5,727 | 50 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $344 | 3 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $115 | 1 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $229 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.