J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q740
J P Morgan Exchange Traded F has 4 institutional holders in Filings Flow’s 13F database, together reporting 72.69M shares worth $4.5B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Lpl Financial LLC, and Mitsubishi Ufj Asset Management Co., Ltd..
Institutional Holders
4
Q1 2026
Reported Value
$2M
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 |
|---|---|---|---|---|
| Arlington Financial Advisors, LLC$702M AUM | 3.11% | $22M | 334.2K | Q1 2026OLDER |
| Econ Financial Services Corp$215M AUM | 1.67% | $3M | 49.1K | Q4 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 1.23% | $22M | 338.3K | Q1 2026OLDER |
| 5T Wealth, LLC$253M AUM | 0.80% | $2M | 31.1K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 0.77% | $7M | 108.4K | Q3 2025OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.75% | $813,235 | 12.5K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.51% | $46M | 699.9K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.47% | $4M | 64.8K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.43% | $1M | 20.2K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.40% | $2M | 31.7K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.28% | $4M | 57.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.26% | $4.0B | 63.60M | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.25% | $415,182 | 6.4K | Q1 2026OLDER |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.24% | $384,121 | 5.9K | Q1 2026OLDER |
| WESBANCO BANK INC$3.6B AUM | 0.23% | $8M | 128.9K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.21% | $9M | 131.9K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.20% | $4M | 68.3K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.20% | $2M | 37.8K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.19% | $510,625 | 7.8K | Q1 2026OLDER |
| Aegis Wealth Management, Inc.$127M AUM | 0.18% | $227,585 | 3.5K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.17% | $347,302 | 5.3K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.17% | $4M | 65.4K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 0.15% | $1M | 16.1K | Q1 2026OLDER |
| TFB Advisors LLC$191M AUM | 0.14% | $497,510 | 7.4K | Q4 2025OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.12% | $538,021 | 8.2K | Q1 2026OLDER |
| Echo Wealth Management, LLC$174M AUM | 0.12% | $203,213 | 3.0K | Q4 2025OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 0.11% | $349,129 | 5.3K | Q1 2026OLDER |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.11% | $843,419 | 12.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.11% | $13M | 203.5K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.09% | $354,547 | 5.4K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.08% | $476,044 | 7.0K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.08% | $676,132 | 10.4K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.07% | $3M | 43.4K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 0.06% | $2M | 28.6K | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.06% | $249,723 | 3.8K | Q1 2026OLDER |
| TBH Global Asset Management, LLC$497M AUM | 0.06% | $307,498 | 4.7K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.06% | $28M | 436.2K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.06% | $4M | 67.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.05% | $2M | 37.5K | Q1 2026OLDER |
| Mitsubishi UFJ Asset Management Co., Ltd.$149.0B AUM | 0.05% | $68M | 1.05M | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $540,435 | 8.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.04% | $902,314 | 13.8K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.03% | $215,522 | 3.3K | Q1 2026OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $1M | 15.6K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.03% | $436,100 | 6.7K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.03% | $548,790 | 8.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $90M | 1.38M | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $1M | 16.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $251,485 | 3.9K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $378,342 | 5.8K | Q1 2026OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 17.5K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.02% | $773,307 | 10.9K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $18M | 274.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.02% | $64M | 981.8K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.02% | $209,843 | 3.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.01% | $408,606 | 6.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 79.2K | Q1 2026OLDER |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.01% | $46,211 | 708 | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $242,021 | 3.7K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.01% | $30,656 | 453 | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $324,868 | 4.8K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $2M | 38.1K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $352,542 | 5.2K | Q4 2025OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $242,154 | 3.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $300,980 | 4.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 38.6K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $827,809 | 12.7K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $316,311 | 4.8K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $453,727 | 6.7K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $21,332 | 305 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $59,983 | 919 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $38,459 | 540 | Q2 2026 |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $30,639 | 469 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 28.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $11M | 164.6K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $369,624 | 5.7K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $9,238 | 141 | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $73,820 | 1.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $27M | 396.2K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $71,624 | 1.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $9M | 135.6K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $68,787 | 1.0K | Q3 2025OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $2,000 | 24 | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $34,580 | 511 | Q4 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $2,571 | 38 | Q4 2025OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $878,627 | 13.0K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $219,594 | 3.4K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $15,699 | 232 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 21.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 65.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $252,941 | 3.9K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $6,767 | 100 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,316 | 49 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 28.4K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $405,302 | 6.4K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $5,678 | 87 | Q1 2026OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $4,830 | 74 | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $3,145 | 48 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $4,112 | 63 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $3,720 | 57 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $517,460 | 7.9K | Q2 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $72,966 | 1.1K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $11,879 | 182 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $336,467 | 5.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $10,900 | 167 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $588 | 9 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,105 | 105 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $97,000 | 1.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $94,707 | 1.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $6,853 | 105 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $5,483 | 84 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $9,406 | 139 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2,741 | 42 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $1,559 | 23 | Q3 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $12,336 | 189 | Q1 2026OLDER |
| NOMURA ASSET MANAGEMENT CO LTD$38.8B AUM | — | $0 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.