SEC 13F Intelligence

J P MORGAN EXCHANGE TRADED F

CUSIP 46654Q757

J P Morgan Exchange Traded F has 15 institutional holders in Filings Flow’s 13F database, together reporting 17.89M shares worth $1.4B as of Q1 2026. The largest reported holders are Lpl Financial LLC, Envestnet Asset Management Inc, and Riverfront Investment Group, LLC.

Institutional Holders
182
Q1 2026
Reported Value
$1.4B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 130Q4 ’25Q1 ’26: 182Q1 ’26Q2 ’26: 15Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $849MQ4 ’25Q1 ’26: $1.4BQ1 ’26Q2 ’26: $82MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
AVAII WEALTH MANAGEMENT, LLC$287M AUM4.32%$12M144.4KQ1 2026OLDER
Saxony Capital Management, LLC$172M AUM3.22%$6M64.9KQ1 2026OLDER
OBSIDIAN CIO, LLC$111M AUM3.08%$3M40.1KQ1 2026OLDER
FIDUCIARY FAMILY OFFICE, LLC$351M AUM2.72%$9M118.0KQ4 2025OLDER
WESPAC Advisors, LLC$183M AUM2.56%$5M54.6KQ1 2026OLDER
Aspire Capital Advisors LLC$444M AUM2.54%$11M131.8KQ1 2026OLDER
Modus Advisors, LLC$363M AUM2.53%$9M107.2KQ1 2026OLDER
A4 Wealth Advisors LLC$122M AUM2.41%$3M34.4KQ1 2026OLDER
Oak Barrel Wealth Advisory LLC$167M AUM2.30%$4M48.0KQ1 2026OLDER
TKG Advisors, LLC$242M AUM2.26%$5M63.7KQ1 2026OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM2.23%$3M37.5KQ1 2026OLDER
Lineweaver Wealth Advisors, LLC$845M AUM2.09%$18M192.3KQ2 2026
Base Wealth Management LLC$179M AUM2.06%$4M42.9KQ1 2026OLDER
RiverFront Investment Group, LLC$6.5B AUM2.04%$132M1.54MQ1 2026OLDER
Cooper Financial Group$1.2B AUM1.93%$23M253.1KQ2 2026
Archer Investment Corp$469M AUM1.79%$8M98.3KQ1 2026OLDER
RETIREMENT GUYS FORMULA LLC$217M AUM1.70%$4M43.1KQ1 2026OLDER
Plan Group Financial, LLC$426M AUM1.42%$6M70.4KQ1 2026OLDER
G&S Capital LLC$285M AUM1.33%$4M44.1KQ1 2026OLDER
WESPAC Advisors SoCal, LLC$470M AUM1.21%$6M66.2KQ1 2026OLDER
N.E.W. Advisory Services LLC$1.3B AUM0.89%$12M138.5KQ1 2026OLDER
Nikulski Financial, Inc.$405M AUM0.87%$4M40.9KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.78%$12M146.0KQ2 2026
Walkner Condon Financial Advisors LLC$759M AUM0.72%$5M63.5KQ1 2026OLDER
KWB Wealth$1.0B AUM0.70%$7M88.1KQ1 2026OLDER
Kaizen Financial Strategies$236M AUM0.65%$2M17.0KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.60%$13M153.6KQ2 2026
Cornerstone Wealth Management, LLC$2.0B AUM0.48%$10M112.4KQ1 2026OLDER
Central Pacific Bank - Trust Division$984M AUM0.47%$5M50.6KQ2 2026
Pallas Capital Advisors LLC$2.7B AUM0.47%$12M144.5KQ1 2026OLDER
Delta Investment Management, LLC$559M AUM0.46%$3M30.1KQ1 2026OLDER
Paradigm, Strategies in Wealth Management, LLC$147M AUM0.39%$574,0876.7KQ1 2026OLDER
Emerald Advisors, LLC$808M AUM0.33%$3M30.7KQ1 2026OLDER
Roger Wittlin Investment Advisory, LLC$122M AUM0.30%$364,1404.3KQ1 2026OLDER
Rehmann Capital Advisory Group$1.9B AUM0.30%$6M66.4KQ1 2026OLDER
PFG Advisors$2.1B AUM0.29%$6M69.8KQ1 2026OLDER
BigSur Wealth Management LLC$356M AUM0.27%$963,44611.3KQ1 2026OLDER
NCM Capital Management, LLC$279M AUM0.27%$747,2068.7KQ1 2026OLDER
Elevation Wealth Management LLC$109M AUM0.26%$287,2653.4KQ1 2026OLDER
Evernest Financial Advisors, LLC$481M AUM0.26%$1M13.9KQ1 2026OLDER
Murphy & Mullick Capital Management Corp$135M AUM0.25%$340,4174.0KQ1 2026OLDER
Clear Point Advisors Inc.$129M AUM0.24%$308,3833.8KQ4 2025OLDER
Prospect Financial Services LLC$164M AUM0.23%$384,1774.5KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.23%$4M45.0KQ1 2026OLDER
Vestmark Advisory Solutions, Inc.$9.0B AUM0.22%$20M234.2KQ1 2026OLDER
CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM0.19%$7M87.5KQ1 2026OLDER
Breakwater Investment Management$269M AUM0.18%$490,7155.7KQ1 2026OLDER
FIRST NATIONAL CORP /MA/ /ADV$527M AUM0.18%$923,60712.2KQ3 2025OLDER
ERn Financial, LLC$532M AUM0.16%$868,21410.1KQ1 2026OLDER
Lewis Asset Management, LLC$245M AUM0.16%$393,6004.6KQ1 2026OLDER
LUTS & GREENLEIGH GROUP, INC.$126M AUM0.16%$201,4242.4KQ1 2026OLDER
Eaton Financial Holdings Company, LLC$305M AUM0.16%$480,6095.6KQ1 2026OLDER
Mirador Capital Partners LP$817M AUM0.15%$1M13.7KQ2 2026
Capital Advisors Wealth Management, LLC$745M AUM0.14%$1M11.9KQ1 2026OLDER
KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM0.14%$3M33.4KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.13%$43M496.3KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.13%$5M53.9KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.13%$27M313.7KQ1 2026OLDER
Echo Wealth Management, LLC$174M AUM0.12%$204,0792.4KQ1 2026OLDER
Wealthcare Advisory Partners LLC$5.3B AUM0.12%$6M67.3KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.11%$76M882.9KQ1 2026OLDER
TruWealth Advisors, LLC$2.1B AUM0.10%$2M25.4KQ1 2026OLDER
Patriot Financial Group Insurance Agency, LLC$1.8B AUM0.10%$2M20.6KQ1 2026OLDER
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.10%$155,6091.8KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.08%$5M60.7KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.08%$4M41.0KQ1 2026OLDER
SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM0.08%$4M51.9KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.08%$3M37.2KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.07%$27M314.2KQ1 2026OLDER
FIRETHORN WEALTH PARTNERS, LLC$273M AUM0.07%$201,7672.4KQ1 2026OLDER
EdgeRock Capital LLC$370M AUM0.07%$262,4853.1KQ1 2026OLDER
Sigma Planning Corp$3.6B AUM0.07%$2M28.7KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.07%$253M2.95MQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.07%$2M23.5KQ2 2026
Claro Advisors Inc.$830M AUM0.07%$543,3686.3KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.06%$2M18.9KQ1 2026OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.06%$2M19.6KQ1 2026OLDER
UNIQUE WEALTH, LLC$723M AUM0.06%$444,2985.2KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.06%$3M33.3KQ1 2026OLDER
3Chopt Investment Partners, LLC$437M AUM0.06%$241,5042.8KQ1 2026OLDER
Caitlin John, LLC$167M AUM0.05%$80,2791.0KQ4 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.05%$2M25.8KQ1 2026OLDER
LAKE STREET PRIVATE WEALTH, LLC$785M AUM0.05%$390,3454.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.05%$44M510.1KQ1 2026OLDER
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC$482M AUM0.05%$223,0062.6KQ1 2026OLDER
Equitable Holdings, Inc.$15.5B AUM0.05%$7M87.2KQ1 2026OLDER
SMITH, MOORE & CO.$1.4B AUM0.04%$605,1777.1KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.04%$11M128.8KQ1 2026OLDER
Perennial Investment Advisors, LLC$1.3B AUM0.04%$521,3746.1KQ1 2026OLDER
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM0.04%$339,2184.0KQ1 2026OLDER
Leo Wealth, LLC$1.4B AUM0.04%$502,8355.9KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.04%$135M1.58MQ1 2026OLDER
Visionary Wealth Advisors$2.3B AUM0.03%$790,5409.2KQ1 2026OLDER
MENORA MIVTACHIM HOLDINGS LTD.$21.1B AUM0.03%$7M83.8KQ1 2026OLDER
CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM0.03%$129,4011.5KQ1 2026OLDER
Redhawk Wealth Advisors, Inc.$1.0B AUM0.03%$331,0353.6KQ2 2026
Aprio Wealth Management, LLC$1.8B AUM0.03%$575,4986.7KQ1 2026OLDER
BENJAMIN EDWARDS INC$10.1B AUM0.03%$3M36.3KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.03%$21M240.5KQ1 2026OLDER
Sowell Financial Services LLC$2.7B AUM0.03%$753,7428.8KQ1 2026OLDER
Signature Equity Partners, LLC$186M AUM0.03%$50,784593Q1 2026OLDER
RFG Advisory, LLC$5.4B AUM0.03%$1M17.1KQ1 2026OLDER
TD Waterhouse Canada Inc.$33.7B AUM0.03%$9M102.4KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.03%$285,4373.3KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.02%$2M25.8KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.02%$1M16.8KQ1 2026OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.02%$2M21.9KQ1 2026OLDER
MassMutual Private Wealth & Trust, FSB$3.9B AUM0.02%$876,1419.5KQ2 2026
ASSETMARK, INC$49.0B AUM0.02%$11M129.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.02%$70M819.8KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.02%$4M45.7KQ1 2026OLDER
Atria Investments, Inc$8.9B AUM0.02%$1M18.8KQ3 2025OLDER
Advisory Alpha, LLC$3.7B AUM0.02%$585,3476.8KQ1 2026OLDER
Ascent Group, LLC$2.9B AUM0.02%$449,9515.3KQ1 2026OLDER
NewEdge Wealth, LLC$8.4B AUM0.02%$1M15.2KQ1 2026OLDER
Clarity Asset Management, Inc.$198M AUM0.02%$30,591357Q1 2026OLDER
Traynor Capital Management, Inc.$1.7B AUM0.02%$263,8393.2KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.02%$32M381.6KQ1 2026OLDER
Essex Financial Services, Inc.$1.8B AUM0.01%$218,9232.6KQ1 2026OLDER
Westside Investment Management, Inc.$653M AUM0.01%$75,363880Q1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$17M200.2KQ1 2026OLDER
Moors & Cabot, Inc.$2.3B AUM0.01%$243,7302.8KQ1 2026OLDER
AdvisorNet Financial, Inc$1.9B AUM0.01%$170,9372.0KQ1 2026OLDER
Annis Gardner Whiting Capital Advisors, LLC$625M AUM0.01%$53,097620Q1 2026OLDER
GTS SECURITIES LLC$2.8B AUM0.01%$245,0893.1KQ4 2025OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.01%$4M44.4KQ1 2026OLDER
&PARTNERS$20.2B AUM0.01%$1M17.5KQ1 2026OLDER
SHP Wealth Management$1.3B AUM0.01%$96,9671.1KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.01%$100M1.17MQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.01%$41M477.1KQ1 2026OLDER
GeoWealth Management, LLC$2.8B AUM0.01%$195,5272.3KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.01%$6M74.3KQ1 2026OLDER
Capital Investment Advisory Services, LLC$1.4B AUM0.01%$90,8641.1KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.01%$302,7363.5KQ1 2026OLDER
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$704,6088.2KQ1 2026OLDER
CIBC WORLD MARKET INC.$61.3B AUM0.01%$4M42.4KQ1 2026OLDER
Kingsview Wealth Management, LLC$7.3B AUM0.01%$424,1735.0KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.01%$6M72.0KQ1 2026OLDER
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$300,0003.5KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.00%$12,246143Q1 2026OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$291,8593.4KQ1 2026OLDER
Spire Wealth Management$2.9B AUM0.00%$119,8101.4KQ1 2026OLDER
Cordgrass Capital Advisors, LLC$427M AUM0.00%$16,785196Q1 2026OLDER
Keating Financial Advisory Services, Inc.$619M AUM0.00%$20,040234Q1 2026OLDER
Savant Capital, LLC$20.7B AUM0.00%$668,5927.8KQ1 2026OLDER
Sanctuary Advisors, LLC$18.5B AUM0.00%$577,3826.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$2M25.5KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$357,4574.2KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$2M26.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$147,6321.8KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$15M171.5KQ1 2026OLDER
TD PRIVATE CLIENT WEALTH LLC$4.8B AUM0.00%$110,2181.3KQ1 2026OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.00%$3,80941Q2 2026
Lummis Asset Management, LP$167M AUM0.00%$3,59742Q1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$441,1725.5KQ4 2025OLDER
Triumph Capital Management$491M AUM0.00%$8,564100Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$123,9711.4KQ1 2026OLDER
TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM0.00%$6,42375Q1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$15,367179Q1 2026OLDER
Cornerstone Planning Group LLC$749M AUM0.00%$9,230102Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$325,6963.8KQ2 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$17M206.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$5M55.5KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$499,0665.8KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$8M88.2KQ1 2026OLDER
Cedar Mountain Advisors, LLC$581M AUM0.00%$4,87453Q2 2026
Quantinno Capital Management LP$59.9B AUM0.00%$483,8765.7KQ1 2026OLDER
ARMSTRONG ADVISORY GROUP, INC$1.5B AUM0.00%$11,990140Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$68,343789Q1 2026OLDER
BROWN ADVISORY INC$60.9B AUM0.00%$349,0674.1KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$3M30.7KQ1 2026OLDER
QUADRANT CAPITAL GROUP LLC$3.3B AUM0.00%$11,079138Q4 2025OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$57,122667Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$39,823465Q1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$34,770406Q1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$5,21865Q4 2025OLDER
AlphaCore Capital LLC$4.2B AUM0.00%$5,56765Q1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$3,12634Q2 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$2,86538Q3 2025OLDER
SageView Advisory Group, LLC$3.0B AUM0.00%$2,56932Q4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.00%$1,97023Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$357,7184.2KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$35,712417Q1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$12,932151Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,97023Q1 2026OLDER
CWM, LLC$38.1B AUM0.00%$4,11148Q1 2026OLDER
HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM0.00%$1722Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$93,3381.2KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$19,098223Q2 2026
Russell Investments Group, Ltd.$93.1B AUM0.00%$1,45617Q1 2026OLDER

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