SEC 13F Intelligence

J P MORGAN EXCHANGE TRADED F

CUSIP 46654Q641

J P Morgan Exchange Traded F has 21 institutional holders in Filings Flow’s 13F database, together reporting 628.5K shares worth $31M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Assetmark, Inc, and 5t Wealth, LLC.

Institutional Holders
21
Q1 2026
Reported Value
$31M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q1 ’25: 3Q1 ’25Q2 ’25: 4Q2 ’25Q3 ’25: 3Q3 ’25Q4 ’25: 11Q4 ’25Q1 ’26: 21Q1 ’26filingsflow.com
Total reported value
Q1 ’25: $3MQ1 ’25Q2 ’25: $19MQ2 ’25Q3 ’25: $35MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $31MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
JPMORGAN CHASE & CO$1.56T AUM0.00%$19M383.8KQ1 2026
ASSETMARK, INC$49.0B AUM0.01%$4M84.8KQ1 2026
5T Wealth, LLC$253M AUM0.76%$2M38.5KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M37.5KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$1M23.4KQ1 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.13%$1M20.9KQ1 2026
Integrated Wealth Concepts LLC$12.5B AUM0.01%$734,37014.6KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$351,4567.0KQ1 2026
Advisory Alpha, LLC$3.7B AUM0.01%$285,9825.7KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$217,0004.3KQ1 2026
RDA Financial Network$459M AUM0.05%$204,4024.1KQ1 2026
3Chopt Investment Partners, LLC$437M AUM0.03%$111,2822.2KQ1 2026
LGT Financial Advisors LLC$20M AUM0.12%$22,929457Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$15,905317Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$15,604311Q1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$15,408304Q4 2025OLDER
Iron Horse Wealth Management, LLC$339M AUM0.00%$14,877300Q2 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$11,941238Q1 2026
HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM0.00%$6,924138Q1 2026
AE Wealth Management LLC$18.5B AUM0.00%$5,017100Q1 2026
CWM, LLC$38.1B AUM0.00%$1,85637Q1 2026
UBS Group AG$666.3B AUM0.00%$1002Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$381Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.