J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q104
J P Morgan Exchange Traded F has 59 institutional holders in Filings Flow’s 13F database, together reporting 11.90M shares worth $571M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Mai Capital Management, and Oxford Financial Group, Ltd. LLC.
Institutional Holders
59
Q1 2026
Reported Value
$571M
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Balanced Rock Investment Advisors LLC$143M AUM | 1.81% | $3M | 53.4K | Q1 2026OLDER |
| Systelligence, LLC$514M AUM | 0.93% | $5M | 98.8K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.67% | $12M | 257.6K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.15% | $727,942 | 15.2K | Q2 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.15% | $1M | 23.8K | Q1 2026OLDER |
| KAVAR CAPITAL PARTNERS GROUP, LLC$798M AUM | 0.14% | $1M | 23.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.14% | $5M | 100.7K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.11% | $150,698 | 3.1K | Q1 2026OLDER |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.11% | $607,251 | 12.6K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.11% | $1M | 30.1K | Q1 2026OLDER |
| Prism Advisors, Inc.$375M AUM | 0.09% | $319,985 | 6.6K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.08% | $13M | 278.1K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.04% | $214,565 | 4.4K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $3M | 58.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.03% | $470M | 9.76M | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 111.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 101.6K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.02% | $302,714 | 6.3K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $2M | 40.1K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.01% | $20,900 | 432 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 40.6K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $793,432 | 16.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.01% | $688,432 | 14.2K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $252,544 | 5.2K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $1M | 25.5K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.01% | $115,423 | 2.4K | Q3 2025OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.01% | $12,398 | 256 | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 45.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $529,751 | 10.9K | Q3 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $462,819 | 9.6K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $565,702 | 11.7K | Q4 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $208,552 | 4.3K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.00% | $8,418 | 174 | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.00% | $3,193 | 66 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 151.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 24.7K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $25,120 | 523 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $642,825 | 13.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 31.4K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 21.7K | Q1 2026OLDER |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $668,128 | 13.8K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 69.1K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 132.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 33.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $230,434 | 4.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 50.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $421,580 | 8.7K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $1,984 | 41 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $15,240 | 315 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 57.4K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 39.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $214,904 | 4.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 26.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $3,193 | 66 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $871 | 18 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $1,783 | 37 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $384 | 8 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $56,000 | 1.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $14,514 | 300 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $88,573 | 1.8K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $1 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.