JPLDJ P MORGAN EXCHANGE TRADED F
CUSIP 46654Q773 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (JPLD) has 144 institutional holders in Filings Flow’s 13F database, together reporting 21.65M shares worth $1.1B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Captrust Financial Advisors, and Morgan Stanley.
Institutional Holders
144
Q1 2026
Reported Value
$1.1B
Ticker
JPLD
Quarters Tracked
11
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Schiavi & Co LLC$337M AUM | 13.88% | $47M | 895.6K | Q1 2026 |
| FMA Wealth Management, LLC$156M AUM | 8.25% | $12M | 237.7K | Q1 2026 |
| OakTrust Wealth Advisors, LLC$110M AUM | 7.84% | $9M | 165.0K | Q1 2026 |
| Bulwark Capital Corp$178M AUM | 7.60% | $12M | 236.2K | Q1 2026 |
| Whipplewood Advisors, LLC$193M AUM | 4.07% | $8M | 150.4K | Q1 2026 |
| MBM WEALTH CONSULTANTS, LLC$436M AUM | 4.06% | $18M | 339.1K | Q1 2026 |
| Boulder Wealth Advisors, LLC$251M AUM | 3.94% | $10M | 189.3K | Q1 2026 |
| Essential Planning, LLC.$315M AUM | 3.80% | $12M | 228.9K | Q1 2026 |
| Juno Financial Group LLC$255M AUM | 3.41% | $9M | 166.4K | Q1 2026 |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 3.19% | $10M | 184.9K | Q1 2026 |
| Sunrise Financial Services, LLC$141M AUM | 3.17% | $4M | 85.7K | Q1 2026 |
| Nautilus Advisors LLC$146M AUM | 2.20% | $3M | 61.5K | Q1 2026 |
| Intellus Advisors LLC$732M AUM | 1.66% | $12M | 233.4K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 1.52% | $2M | 45.4K | Q1 2026 |
| Members Advisory Group LLC$292M AUM | 1.52% | $4M | 84.7K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 1.49% | $7M | 135.0K | Q1 2026 |
| TD Capital Management LLC$1.1B AUM | 1.24% | $14M | 263.7K | Q1 2026 |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.08% | $13M | 251.4K | Q1 2026 |
| KANE INVESTMENT MANAGEMENT, INC.$194M AUM | 0.97% | $2M | 36.3K | Q1 2026 |
| Grey Ledge Advisors, LLC$443M AUM | 0.83% | $4M | 70.5K | Q1 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC$122M AUM | 0.74% | $905,340 | 17.3K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.66% | $48M | 918.3K | Q1 2026 |
| IRON Financial LLC$229M AUM | 0.59% | $1M | 25.8K | Q1 2026 |
| Kraft, Davis & Associates, LLC$479M AUM | 0.49% | $2M | 44.3K | Q1 2026 |
| Saiph Capital, LLC$264M AUM | 0.49% | $1M | 24.6K | Q1 2026 |
| MONECO ADVISORS, LLC$1.3B AUM | 0.44% | $6M | 107.6K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.42% | $901,349 | 17.3K | Q1 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/$629M AUM | 0.42% | $3M | 50.8K | Q1 2026 |
| Scott Capital Advisors, LLC$639M AUM | 0.41% | $2M | 39.2K | Q1 2026 |
| Accretive Wealth Partners, LLC$356M AUM | 0.36% | $1M | 24.8K | Q1 2026 |
| Centerpoint Advisory Group$133M AUM | 0.31% | $417,265 | 8.0K | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.31% | $1M | 28.7K | Q1 2026 |
| Vawter Financial, Ltd.$238M AUM | 0.28% | $673,091 | 12.9K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.28% | $2M | 41.0K | Q1 2026 |
| Planning Project LLC$398M AUM | 0.26% | $1M | 20.1K | Q4 2025OLDER |
| MidWestOne Financial Group, Inc.$900M AUM | 0.25% | $2M | 43.8K | Q4 2025OLDER |
| Diversified Portfolios, Inc.$1.2B AUM | 0.24% | $3M | 56.0K | Q1 2026 |
| ANCHOR CAPITAL ADVISORS LLC$3.5B AUM | 0.20% | $7M | 137.1K | Q1 2026 |
| MBE Wealth Management, LLC$241M AUM | 0.20% | $451,946 | 8.7K | Q2 2025OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.19% | $2M | 30.7K | Q4 2025OLDER |
| Swisher Financial Concepts, Inc.$179M AUM | 0.19% | $292,070 | 5.6K | Q2 2025OLDER |
| Family Office Research LLC$230M AUM | 0.18% | $403,742 | 7.7K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.15% | $436,591 | 8.4K | Q3 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.15% | $85M | 1.63M | Q1 2026 |
| M&T BANK CORP$29.2B AUM | 0.12% | $34M | 660.9K | Q1 2026 |
| Synergy Asset Management, LLC$942M AUM | 0.12% | $1M | 21.0K | Q1 2026 |
| PLANNING DIRECTIONS INC$198M AUM | 0.11% | $216,340 | 4.1K | Q1 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.10% | $647,365 | 12.4K | Q1 2026 |
| Sandy Cove Advisors, LLC$400M AUM | 0.10% | $334,566 | 6.4K | Q1 2026 |
| Martin Investment Management, LLC$334M AUM | 0.10% | $317,994 | 6.1K | Q1 2026 |
| NICOLET BANKSHARES INC$2.7B AUM | 0.08% | $2M | 43.7K | Q1 2026 |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 0.08% | $80,268 | 1.5K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.08% | $5M | 96.3K | Q1 2026 |
| Apella Capital, LLC$7.1B AUM | 0.08% | $5M | 99.7K | Q1 2026 |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.08% | $46M | 875.7K | Q1 2026 |
| BlueStem Wealth Partners, LLC$900M AUM | 0.07% | $616,300 | 11.8K | Q1 2026 |
| McLean Asset Management Corp$572M AUM | 0.07% | $259,534 | 5.0K | Q2 2025OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.07% | $3M | 66.5K | Q1 2026 |
| KWB Wealth$1.0B AUM | 0.06% | $635,558 | 12.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.06% | $5M | 104.6K | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.06% | $653,732 | 12.5K | Q1 2026 |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $257,034 | 4.9K | Q1 2026 |
| Maridea Wealth Management LLC$688M AUM | 0.06% | $383,804 | 7.4K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.06% | $2M | 30.8K | Q1 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.05% | $2M | 37.9K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.04% | $9M | 178.2K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.04% | $211,614 | 4.1K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.03% | $2M | 36.6K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.03% | $543,549 | 10.4K | Q1 2026 |
| Graney & King, LLC$186M AUM | 0.03% | $57,357 | 1.1K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.03% | $994,733 | 19.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $4M | 80.5K | Q1 2026 |
| Capital Group Private Client Services, Inc.$5.9B AUM | 0.03% | $2M | 30.2K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.03% | $403,529 | 7.7K | Q2 2025OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 0.02% | $84,370 | 1.6K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.02% | $475,868 | 9.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $5M | 86.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $4M | 80.8K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.02% | $106,468 | 2.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.02% | $326M | 6.25M | Q1 2026 |
| Diversified Enterprises, LLC$1.8B AUM | 0.02% | $354,318 | 6.8K | Q1 2026 |
| BFSG, LLC$1.1B AUM | 0.02% | $196,809 | 3.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.02% | $60M | 1.15M | Q1 2026 |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.01% | $481,108 | 9.2K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $132,417 | 2.5K | Q4 2025OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $276,764 | 5.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $479,638 | 9.2K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $11M | 209.7K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $2M | 35.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $627,636 | 12.0K | Q1 2026 |
| Cedar Mountain Advisors, LLC$581M AUM | 0.01% | $49,633 | 951 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $328,320 | 6.3K | Q1 2026 |
| Wagner Wealth Management, LLC$495M AUM | 0.01% | $44,988 | 862 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 123.7K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 33.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 120.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 86.5K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.01% | $44M | 835.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.01% | $13M | 256.6K | Q1 2026 |
| GoalVest Advisory LLC$539M AUM | 0.01% | $31,070 | 595 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $153,449 | 2.9K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $455,619 | 8.7K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $277,517 | 5.3K | Q1 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $380,883 | 7.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $71M | 1.35M | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $271,396 | 5.2K | Q1 2026 |
| ALERUS FINANCIAL NA$2.0B AUM | 0.00% | $79,799 | 1.5K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 238.1K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $934,233 | 17.9K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $74,148 | 1.4K | Q1 2026 |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $13,622 | 261 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 22.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $47,612 | 912 | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $202,442 | 3.9K | Q2 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $208,506 | 4.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $439,622 | 8.4K | Q2 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $10,438 | 200 | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $52,190 | 1.0K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $12,004 | 230 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $83,191 | 1.6K | Q1 2026 |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $20,041 | 384 | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $14,676 | 281 | Q2 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $52,339 | 1.0K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $943,478 | 18.1K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $12M | 233.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $21M | 402.8K | Q1 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $29,668 | 568 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $897,553 | 17.2K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 31.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $986,548 | 18.9K | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $2,669 | 51 | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $3,236 | 62 | Q1 2026 |
| Carolina Wealth Advisors, LLC$255M AUM | 0.00% | $1,727 | 33 | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $15,901 | 303 | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $510,218 | 9.8K | Q1 2026 |
| CIBC WORLD MARKET INC.$61.3B AUM | 0.00% | $429,158 | 8.2K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $13,005 | 249 | Q2 2025OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,457 | 104 | Q3 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 40.3K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $134,313 | 2.6K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $6,941 | 133 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 65.1K | Q3 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,386 | 218 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $482,715 | 9.2K | Q1 2026 |
| Navalign, LLC$396M AUM | 0.00% | $1,308 | 25 | Q4 2025OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.00% | $5,011 | 96 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $15,855 | 303 | Q4 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $4,436 | 85 | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $11,534 | 221 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $37,734 | 723 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $69,830 | 1.3K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $28,786 | 550 | Q4 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $467,301 | 9.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $430,000 | 8.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $526,701 | 10.1K | Q1 2026 |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $4,828 | 92 | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,151 | 41 | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $34,393 | 659 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $110,027 | 2.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $228,018 | 4.4K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $2,204 | 42 | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $12,734 | 244 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $9,499 | 182 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $244,839 | 4.7K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $1,514 | 29 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $44,988 | 862 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $13,975 | 267 | Q4 2025OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,204 | 23 | Q4 2025OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.