J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q732
J P Morgan Exchange Traded F has 11 institutional holders in Filings Flow’s 13F database, together reporting 12.77M shares worth $972M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Wells Fargo & Company/Mn, and Lpl Financial LLC.
Institutional Holders
11
Q1 2026
Reported Value
$82M
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 |
|---|---|---|---|---|
| Oak Barrel Wealth Advisory LLC$167M AUM | 5.81% | $10M | 107.9K | Q1 2026OLDER |
| Welch Financial Planning, LLC$139M AUM | 5.06% | $7M | 88.5K | Q1 2026OLDER |
| Hughes Financial Services, LLC$651M AUM | 4.64% | $30M | 379.9K | Q1 2026OLDER |
| Foundry Financial Group, Inc.$202M AUM | 3.68% | $7M | 93.2K | Q1 2026OLDER |
| Freedom Financial Partners LLC$281M AUM | 3.04% | $9M | 107.2K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 2.43% | $13M | 157.2K | Q1 2026OLDER |
| Guided Capital Wealth Management, LLC$152M AUM | 2.40% | $4M | 45.8K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 2.32% | $4M | 44.4K | Q1 2026OLDER |
| YARGER WEALTH STRATEGIES, LLC$248M AUM | 2.29% | $6M | 71.4K | Q1 2026OLDER |
| ERn Financial, LLC$532M AUM | 1.78% | $9M | 119.0K | Q1 2026OLDER |
| SilverOak Wealth Management LLC$632M AUM | 1.65% | $10M | 131.3K | Q1 2026OLDER |
| BLVD Private Wealth, LLC$115M AUM | 1.52% | $2M | 21.9K | Q1 2026OLDER |
| Hartford Financial Management Inc.$392M AUM | 1.46% | $6M | 72.1K | Q1 2026OLDER |
| TABLEAUX LLC$206M AUM | 1.42% | $3M | 37.0K | Q1 2026OLDER |
| Resolute Wealth Strategies, LLC$232M AUM | 1.35% | $3M | 34.1K | Q4 2025OLDER |
| POTENTIA WEALTH$259M AUM | 1.33% | $3M | 43.3K | Q1 2026OLDER |
| Symphony Financial Services, Inc.$195M AUM | 1.30% | $3M | 31.8K | Q1 2026OLDER |
| GFS Advisors, LLC$1.6B AUM | 1.20% | $9M | 32.8K | Q1 2026OLDER |
| Vienna Asset Management LLC$129M AUM | 1.10% | $1M | 17.8K | Q1 2026OLDER |
| Base Wealth Management LLC$179M AUM | 0.96% | $2M | 21.6K | Q1 2026OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.93% | $8M | 103.1K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.83% | $12M | 146.5K | Q1 2026OLDER |
| FAGAN ASSOCIATES, INC.$719M AUM | 0.76% | $5M | 68.5K | Q1 2026OLDER |
| Boulder Wealth Advisors, LLC$251M AUM | 0.70% | $2M | 18.5K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.62% | $6M | 74.5K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.56% | $5M | 66.5K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.52% | $11M | 142.4K | Q2 2026 |
| Macro Advisors, Inc.$242M AUM | 0.48% | $1M | 14.7K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.40% | $29M | 366.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.37% | $34M | 430.3K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.34% | $2M | 21.3K | Q1 2026OLDER |
| GENESIS PRIVATE WEALTH, LLC$318M AUM | 0.33% | $1M | 13.1K | Q1 2026OLDER |
| ATTICUS WEALTH MANAGEMENT, LLC$369M AUM | 0.31% | $1M | 14.4K | Q1 2026OLDER |
| VALLEY WEALTH MANAGERS, INC.$1.6B AUM | 0.23% | $4M | 45.0K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.21% | $4M | 45.3K | Q1 2026OLDER |
| LEGACY SOLUTIONS, LLC$124M AUM | 0.21% | $255,676 | 2.3K | Q2 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.20% | $970,706 | 12.2K | Q1 2026OLDER |
| Red Mountain Financial, LLC$106M AUM | 0.19% | $205,452 | 2.6K | Q1 2026OLDER |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.19% | $2M | 31.3K | Q1 2026OLDER |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.17% | $244,983 | 3.1K | Q1 2026OLDER |
| Mascagni Wealth Management, Inc.$140M AUM | 0.16% | $219,147 | 2.4K | Q4 2025OLDER |
| MCDONALD PARTNERS LLC$424M AUM | 0.16% | $681,101 | 8.6K | Q1 2026OLDER |
| MBL Wealth, LLC$1.3B AUM | 0.16% | $2M | 26.1K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.15% | $745,722 | 6.7K | Q2 2026 |
| Private Wealth Partners, LLC$1.3B AUM | 0.15% | $2M | 23.9K | Q1 2026OLDER |
| SFG Wealth Management, LLC.$243M AUM | 0.14% | $331,282 | 4.2K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.13% | $2M | 22.4K | Q1 2026OLDER |
| Stelac Advisory Services LLC$494M AUM | 0.13% | $635,525 | 8.0K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.12% | $225,992 | 2.5K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.11% | $9M | 111.2K | Q1 2026OLDER |
| Archford Capital Strategies, LLC$873M AUM | 0.10% | $915,585 | 11.5K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.10% | $146,989 | 1.8K | Q1 2026OLDER |
| Krilogy Financial LLC$3.1B AUM | 0.10% | $3M | 33.0K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.10% | $616,515 | 7.7K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.09% | $427,354 | 3.8K | Q2 2026 |
| Eldridge Investment Advisors, Inc.$456M AUM | 0.09% | $390,064 | 4.9K | Q1 2026OLDER |
| Cordoba Advisory Partners LLC$362M AUM | 0.08% | $294,616 | 3.7K | Q1 2026OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.08% | $7M | 90.0K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.08% | $123,848 | 1.6K | Q1 2026OLDER |
| Mountain Capital Investment Advisors Inc.$674M AUM | 0.07% | $469,676 | 5.0K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.07% | $275,062 | 3.5K | Q1 2026OLDER |
| MATTERN CAPITAL MANAGEMENT, LLC$835M AUM | 0.07% | $570,143 | 7.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.07% | $792,463 | 7.1K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.06% | $17M | 215.4K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.06% | $515,419 | 6.5K | Q1 2026OLDER |
| HighMark Wealth Management LLC$246M AUM | 0.06% | $137,286 | 1.7K | Q1 2026OLDER |
| Cambridge Advisors Inc.$515M AUM | 0.05% | $273,697 | 3.4K | Q1 2026OLDER |
| NORTH STAR ASSET MANAGEMENT INC$2.3B AUM | 0.05% | $1M | 13.3K | Q4 2025OLDER |
| Circle Wealth Management, LLC$7.0B AUM | 0.05% | $3M | 42.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.04% | $153,989 | 1.9K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.04% | $1M | 11.8K | Q2 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.04% | $7M | 82.3K | Q1 2026OLDER |
| STEPH & CO$351M AUM | 0.03% | $103,402 | 1.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.03% | $10M | 131.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.03% | $812,260 | 12.1K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.03% | $289,446 | 3.6K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 24.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $357M | 4.71M | Q1 2026OLDER |
| Beaumont Financial Advisors, LLC$1.5B AUM | 0.02% | $303,445 | 3.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $733,756 | 9.2K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $800,888 | 10.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 16.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.02% | $1M | 13.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.02% | $8M | 104.5K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.02% | $316,042 | 4.0K | Q1 2026OLDER |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $19,276 | 214 | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.02% | $687,146 | 8.6K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.01% | $144,116 | 1.6K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $10M | 126.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $206,933 | 2.3K | Q3 2025OLDER |
| SILVERCREST ASSET MANAGEMENT GROUP LLC$13.8B AUM | 0.01% | $2M | 22.5K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $396,809 | 5.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $65M | 814.9K | Q2 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $43M | 538.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 28.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $481,456 | 6.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $3M | 32.2K | Q2 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $392,053 | 4.9K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $237,586 | 3.0K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $207,123 | 2.6K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $332,716 | 4.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $306,229 | 3.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 19.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 76.4K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.01% | $8,988 | 113 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $35M | 434.0K | Q1 2026OLDER |
| BankPlus Trust Department$374M AUM | 0.01% | $20,919 | 263 | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $232,117 | 2.6K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.01% | $17M | 219.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $261,948 | 3.3K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $930,141 | 11.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 41.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $296,287 | 3.7K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $63,712 | 801 | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $200,679 | 2.2K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $28M | 357.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $357,850 | 4.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $332,716 | 4.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 96.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $13M | 166.1K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $232,814 | 2.9K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 18.5K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $38,371 | 475 | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $2M | 28.3K | Q1 2026OLDER |
| Bangor Savings Bank$1.4B AUM | 0.00% | $29,115 | 261 | Q2 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 12.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 23.6K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $7,556 | 95 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $49,811 | 553 | Q4 2025OLDER |
| GODSEY & GIBB, INC$1.1B AUM | 0.00% | $15,670 | 197 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 15.3K | Q1 2026OLDER |
| NorthCoast Asset Management LLC$4.3B AUM | 0.00% | $326,861 | 3.6K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $157,569 | 2.0K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$589M AUM | 0.00% | $6,682 | 84 | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,647 | 159 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $16M | 176.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $558,848 | 7.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $629,320 | 7.9K | Q1 2026OLDER |
| BALLAST ADVISORS LLC$344M AUM | 0.00% | $2,784 | 35 | Q2 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $859,351 | 10.8K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.00% | $955 | 12 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $52,974 | 666 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $13,144 | 145 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $223,428 | 2.8K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $516,056 | 6.5K | Q1 2026OLDER |
| Armor Investment Advisors, LLC$278M AUM | 0.00% | $1,591 | 20 | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $6,681 | 84 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $579,369 | 7.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $624,707 | 7.9K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 0.00% | $736 | 8 | Q3 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $206,804 | 2.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $81,065 | 900 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $8,749 | 110 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 20.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 28.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $40,725 | 512 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $23,022 | 285 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $42,474 | 534 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $394,041 | 5.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 13.7K | Q4 2025OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $875 | 11 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $5,409 | 68 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $8,829 | 111 | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $7,386 | 82 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $31,737 | 399 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $15,431 | 194 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $255,323 | 3.2K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $1,711 | 19 | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $39,770 | 500 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $7,239 | 91 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $9,704 | 122 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $8,193 | 103 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $70,313 | 884 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $2,545 | 32 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $378,610 | 4.8K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $80 | 1 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $81 | 1 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $4,864 | 54 | Q4 2025OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $160 | 2 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $3,659 | 46 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $3,127 | 34 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $4,534 | 57 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $30,859 | 388 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.