J P MORGAN EXCHANGE TRADED F
CUSIP 46641Q209
J P Morgan Exchange Traded F has 113 institutional holders in Filings Flow’s 13F database, together reporting 3.48M shares worth $241M as of Q1 2026. The largest reported holders are Ubs Group AG, Morgan Stanley, and Wealth Enhancement Advisory Services, LLC.
Institutional Holders
113
Q1 2026
Reported Value
$241M
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 |
|---|---|---|---|---|
| Sterneck Capital Management, LLC$223M AUM | 5.51% | $12M | 172.2K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 1.10% | $1M | 18.0K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 1.06% | $1M | 19.4K | Q2 2026 |
| 5T Wealth, LLC$253M AUM | 0.90% | $2M | 32.0K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.77% | $5M | 98.8K | Q4 2025OLDER |
| KKM Financial LLC$563M AUM | 0.73% | $4M | 60.6K | Q1 2026OLDER |
| WEALTHEDGE INVESTMENT ADVISORS, LLC$272M AUM | 0.66% | $2M | 25.4K | Q1 2026OLDER |
| Mendel Money Management$239M AUM | 0.53% | $1M | 17.7K | Q1 2026OLDER |
| Stonehearth Capital Management, LLC$293M AUM | 0.34% | $995,492 | 13.8K | Q2 2026 |
| Gimbal Financial$167M AUM | 0.32% | $529,283 | 7.9K | Q3 2025OLDER |
| RHS Financial, LLC$211M AUM | 0.32% | $668,944 | 9.4K | Q1 2026OLDER |
| Independent Wealth Network Inc.$337M AUM | 0.25% | $839,142 | 11.8K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.23% | $473,764 | 6.7K | Q1 2026OLDER |
| Worth Financial Advisory Group, LLC$229M AUM | 0.23% | $467,849 | 6.9K | Q4 2025OLDER |
| Vawter Financial, Ltd.$238M AUM | 0.22% | $520,836 | 7.3K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.16% | $1M | 16.8K | Q1 2026OLDER |
| Schiavi & Co LLC$337M AUM | 0.15% | $504,094 | 7.1K | Q1 2026OLDER |
| INTERACTIVE FINANCIAL ADVISORS, INC.$153M AUM | 0.14% | $254,117 | 3.8K | Q3 2025OLDER |
| Empire Financial Management Company, LLC$442M AUM | 0.11% | $500,817 | 7.0K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.10% | $206,803 | 2.9K | Q1 2026OLDER |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.08% | $519,126 | 7.3K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.07% | $668,435 | 9.4K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.07% | $1M | 13.9K | Q2 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.06% | $975,846 | 13.7K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.06% | $548,472 | 7.6K | Q2 2026 |
| 3Chopt Investment Partners, LLC$437M AUM | 0.05% | $236,873 | 3.3K | Q1 2026OLDER |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.05% | $524,944 | 7.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $423,522 | 5.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.04% | $20M | 286.4K | Q1 2026OLDER |
| Lodestone Wealth Management LLC$252M AUM | 0.04% | $95,514 | 1.3K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.04% | $229,080 | 3.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.04% | $2M | 21.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.03% | $1M | 18.8K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.03% | $878,494 | 12.1K | Q2 2026 |
| Eagle Bay Advisors LLC$113M AUM | 0.03% | $35,842 | 526 | Q4 2025OLDER |
| American Trust$1.1B AUM | 0.02% | $283,910 | 4.3K | Q3 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.02% | $15M | 207.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.02% | $12M | 162.9K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $557,382 | 7.8K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $951,627 | 14.0K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $1M | 17.5K | Q2 2026 |
| Allworth Financial LP$24.7B AUM | 0.01% | $4M | 49.8K | Q1 2026OLDER |
| AlTi Global, Inc.$4.6B AUM | 0.01% | $623,920 | 8.8K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.01% | $385,836 | 5.4K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $46,377 | 651 | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $772,516 | 10.8K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $253,157 | 3.5K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.01% | $9M | 122.2K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $2M | 26.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $682,123 | 9.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $6M | 86.6K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $658,614 | 9.2K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.01% | $643,946 | 9.7K | Q3 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $405,024 | 5.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $34M | 481.2K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $408,742 | 5.7K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.01% | $656,255 | 9.2K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.00% | $306,759 | 4.3K | Q1 2026OLDER |
| Facet Wealth, Inc.$5.8B AUM | 0.00% | $253,899 | 3.6K | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $23,865 | 335 | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $238,406 | 3.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 29.6K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $33,198 | 466 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $600,510 | 8.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $39,500 | 547 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $752,190 | 10.6K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 121.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $10M | 137.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $242,648 | 3.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $567,735 | 8.0K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 17.4K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $24,934 | 350 | Q1 2026OLDER |
| Leo H. Evart, Inc.$117M AUM | 0.00% | $1,933 | 27 | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $5,628 | 79 | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $5,628 | 79 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $22,554 | 331 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $382,050 | 5.6K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $978,803 | 13.7K | Q1 2026OLDER |
| RICHARDS, MERRILL & PETERSON, INC.$273M AUM | 0.00% | $3,704 | 52 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 103.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $21M | 301.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $406,378 | 5.7K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 33.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $52,148 | 732 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 123.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $30,305 | 425 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $3,198 | 48 | Q3 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $69,388 | 974 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 147.0K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $709,938 | 10.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $399,431 | 5.6K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $8,593 | 129 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 48.5K | Q2 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $108,908 | 1.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $404,250 | 5.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $2,493 | 35 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $911 | 13 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $78,940 | 1.2K | Q3 2025OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $895,508 | 12.6K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6M | 89.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 34.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 14.1K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $222,340 | 3.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $25,005 | 351 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $217,424 | 3.1K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $1,923 | 27 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $254,042 | 3.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $33,839 | 475 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $5,699 | 80 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $6,661 | 100 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $285,815 | 4.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $441 | 6 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $1,923 | 27 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $692,951 | 9.7K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5,628 | 79 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $23,011 | 323 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $87,677 | 1.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $142 | 2 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $641 | 9 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.