J P MORGAN EXCHANGE TRADED F
CUSIP 46654Q815
J P Morgan Exchange Traded F has 75 institutional holders in Filings Flow’s 13F database, together reporting 5.05M shares worth $166M as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Ep Wealth Advisors, LLC, and Pnc Financial Services Group, Inc..
Institutional Holders
75
Q1 2026
Reported Value
$166M
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 |
|---|---|---|---|---|
| SEEDS INVESTOR LLC$735M AUM | 1.16% | $8M | 169.1K | Q1 2026OLDER |
| Ellevest, Inc.$719M AUM | 1.02% | $7M | 148.0K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.39% | $2M | 44.0K | Q4 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.32% | $1M | 24.4K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 0.26% | $2M | 32.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.18% | $2M | 49.0K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.17% | $2M | 46.5K | Q4 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.17% | $1M | 27.5K | Q1 2026OLDER |
| Vested Financial Planning, LLC$131M AUM | 0.16% | $210,237 | 4.2K | Q4 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.16% | $408,453 | 8.2K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 0.16% | $451,451 | 9.1K | Q1 2026OLDER |
| WINCAP FINANCIAL LLC$185M AUM | 0.14% | $264,810 | 5.3K | Q2 2026 |
| 5T Wealth, LLC$253M AUM | 0.13% | $336,459 | 6.8K | Q1 2026OLDER |
| AMARILLO NATIONAL BANK$566M AUM | 0.12% | $706,799 | 14.2K | Q1 2026OLDER |
| MISSION WEALTH MANAGEMENT, LP$4.9B AUM | 0.11% | $5M | 107.4K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.10% | $20M | 404.3K | Q1 2026OLDER |
| Wealth Architects, LLC$1.1B AUM | 0.10% | $1M | 21.7K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.09% | $2M | 47.7K | Q1 2026OLDER |
| McNamara Financial Services, Inc.$528M AUM | 0.08% | $401,085 | 8.1K | Q1 2026OLDER |
| GGM Financial LLC$217M AUM | 0.04% | $89,457 | 1.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.04% | $3M | 61.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 87.6K | Q1 2026OLDER |
| Clarity Asset Management, Inc.$198M AUM | 0.03% | $56,921 | 1.1K | Q1 2026OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.03% | $2M | 45.1K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $457,800 | 9.2K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.02% | $530,311 | 10.7K | Q1 2026OLDER |
| Ally Invest Advisors Inc.$1.5B AUM | 0.02% | $284,803 | 5.7K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.02% | $405,214 | 8.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $62,934 | 1.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $687,247 | 13.8K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $54,685 | 1.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $144,565 | 2.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.01% | $183,080 | 3.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.01% | $11M | 228.6K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $201,067 | 4.0K | Q4 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 38.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $959,529 | 19.3K | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $164,374 | 3.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $46M | 932.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $10M | 197.3K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4M | 85.4K | Q1 2026OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $3,332 | 67 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 155.1K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 40.1K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $739,749 | 14.9K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $3,732 | 75 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $236,512 | 4.8K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $388,041 | 7.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $965,014 | 19.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $89,948 | 1.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 44.4K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $242,178 | 4.8K | Q4 2025OLDER |
| MASECO LLP$3.2B AUM | 0.00% | $25,831 | 519 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $547,863 | 11.0K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $90,097 | 1.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $32,170 | 639 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 33.8K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $239,148 | 4.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 47.7K | Q1 2026OLDER |
| Financial Life Planners$130M AUM | 0.00% | $368 | 7 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $14,865 | 296 | Q3 2025OLDER |
| Silver Grove Financial Group, Inc.$124M AUM | 0.00% | $295 | 6 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4M | 86.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 30.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $27,262 | 548 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $7,761 | 156 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $204,896 | 4.1K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $647 | 13 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $225,552 | 4.5K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $120,000 | 2.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $2,935 | 58 | Q3 2025OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.00% | $51 | 1 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $193,258 | 3.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $24,875 | 500 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $1,095 | 22 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2,587 | 52 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $3,980 | 80 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,393 | 28 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $299 | 6 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $50 | 1 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $100 | 2 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $151 | 3 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.