J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q559
J P Morgan Exchange Traded F has 78 institutional holders in Filings Flow’s 13F database, together reporting 16.03M shares worth $792M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Glenview Trust Co, and Provenance Wealth Advisors, LLC.
Institutional Holders
78
Q1 2026
Reported Value
$792M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Provenance Wealth Advisors, LLC$945M AUM | 7.50% | $71M | 1.43M | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 4.67% | $35M | 697.9K | Q1 2026OLDER |
| Sterling Investment Advisors, Ltd.$552M AUM | 3.90% | $22M | 433.5K | Q1 2026OLDER |
| ARBOR CAPITAL MANAGEMENT INC /ADV$123M AUM | 2.95% | $4M | 72.5K | Q1 2026OLDER |
| American Trust$1.1B AUM | 1.98% | $22M | 450.1K | Q1 2026OLDER |
| Spartan Wealth Advisory Services LLC$1.1B AUM | 1.83% | $21M | 421.5K | Q1 2026OLDER |
| Main Line Retirement Advisors, LLC$200M AUM | 1.75% | $3M | 67.7K | Q3 2025OLDER |
| Glenview Trust Co$6.4B AUM | 1.63% | $104M | 2.09M | Q1 2026OLDER |
| Coastal Bridge Advisors, LLC$1.4B AUM | 1.18% | $17M | 337.4K | Q1 2026OLDER |
| Evolution Wealth Advisors, LLC$981M AUM | 1.16% | $11M | 228.4K | Q1 2026OLDER |
| PINNACLE FINANCIAL PARTNERS INC$4.2B AUM | 0.91% | $38M | 757.3K | Q3 2025OLDER |
| Oak Barrel Wealth Advisory LLC$167M AUM | 0.85% | $1M | 28.4K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.55% | $10M | 197.2K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.50% | $1M | 20.3K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.46% | $1M | 25.9K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.31% | $40M | 811.0K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.28% | $9M | 179.9K | Q1 2026OLDER |
| HARBOUR INVESTMENT MANAGEMENT LLC$184M AUM | 0.25% | $457,643 | 9.2K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.21% | $1M | 22.2K | Q1 2026OLDER |
| Bleakley Financial Group, LLC$6.4B AUM | 0.20% | $13M | 256.9K | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.18% | $1M | 20.4K | Q2 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.15% | $9M | 181.6K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.15% | $314,779 | 6.3K | Q4 2025OLDER |
| Sunflower Bank, N.A.$392M AUM | 0.15% | $583,104 | 11.6K | Q4 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.14% | $8M | 152.3K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $1M | 29.7K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.08% | $481,320 | 9.6K | Q2 2026 |
| Certified Advisory Corp$1.2B AUM | 0.07% | $883,734 | 17.5K | Q2 2026 |
| Stelac Advisory Services LLC$494M AUM | 0.07% | $352,215 | 7.1K | Q1 2026OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.07% | $569,227 | 11.5K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.06% | $31M | 630.3K | Q1 2026OLDER |
| Klingman & Associates, LLC$2.1B AUM | 0.06% | $1M | 25.7K | Q1 2026OLDER |
| L. Roy Papp & Associates, LLP$867M AUM | 0.05% | $459,902 | 9.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.04% | $50,913 | 1.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $20M | 393.0K | Q1 2026OLDER |
| BTG Pactual Asset Management US LLC$1.2B AUM | 0.03% | $306,171 | 6.2K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.02% | $117,035 | 2.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $1M | 28.0K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.02% | $60,102 | 1.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 276.5K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $63M | 1.27M | Q2 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $273,587 | 5.5K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $449,017 | 8.9K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 36.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $150M | 3.03M | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $5M | 91.8K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 111.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 28.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $388,277 | 7.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $22M | 443.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $9M | 191.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $18M | 353.0K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $459,306 | 9.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $81,182 | 1.6K | Q1 2026OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $127,406 | 2.6K | Q1 2026OLDER |
| Bank & Trust Co$148M AUM | 0.00% | $6,259 | 126 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $4M | 72.7K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 62.5K | Q1 2026OLDER |
| TOWER TRUST & INVESTMENT Co$165M AUM | 0.00% | $3,981 | 79 | Q2 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $10M | 207.1K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $7,533 | 150 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 166.8K | Q1 2026OLDER |
| Hickory Point Bank & Trust$152M AUM | 0.00% | $3,328 | 67 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 27.4K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $9,163 | 185 | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $233,098 | 4.6K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $206,891 | 4.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $83,817 | 1.7K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 60.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $516,498 | 10.4K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $21,794 | 434 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $216,431 | 4.3K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 96.1K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $8,029 | 162 | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.00% | $944 | 19 | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $20,878 | 420 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 57.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $33,478 | 674 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $70,963 | 1.4K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $296,348 | 5.9K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $12,368 | 249 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 33.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $2M | 32.5K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $391,258 | 7.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $16,640 | 335 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $1,557 | 31 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $2,789 | 56 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $132,782 | 2.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $50 | 1 | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $10 | 0 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.