JVALJ P MORGAN EXCHANGE TRADED F
CUSIP 46641Q753 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (JVAL) has 150 institutional holders in Filings Flow’s 13F database, together reporting 10.85M shares worth $507M as of Q1 2026. The largest reported holders are Cwm, LLC, Captrust Financial Advisors, and Avidian Wealth Enterprises, LLC.
Institutional Holders
150
Q1 2026
Reported Value
$507M
Ticker
JVAL
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mainsail Financial Group, LLC$240M AUM | 7.95% | $19M | 390.7K | Q1 2026 |
| Defined Financial Planning LLC$121M AUM | 6.20% | $7M | 155.6K | Q3 2025OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 5.10% | $8M | 163.5K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 4.77% | $18M | 376.1K | Q1 2026 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/$2.1B AUM | 2.75% | $57M | 1.21M | Q3 2025OLDER |
| Planned Solutions, Inc.$306M AUM | 2.31% | $7M | 144.4K | Q1 2026 |
| Oxinas Partners, LLC$254M AUM | 2.00% | $4M | 89.7K | Q1 2026 |
| Apeiron RIA LLC$431M AUM | 1.99% | $9M | 175.4K | Q1 2026 |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 1.83% | $58M | 1.18M | Q1 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 1.48% | $8M | 154.0K | Q1 2026 |
| BOYUM WEALTH ARCHITECTS LLC$239M AUM | 1.13% | $3M | 49.9K | Q1 2026 |
| Gallacher Capital Management LLC$261M AUM | 0.67% | $2M | 35.6K | Q1 2026 |
| Auxano Advisors, LLC$501M AUM | 0.65% | $3M | 66.7K | Q1 2026 |
| 5T Wealth, LLC$253M AUM | 0.63% | $2M | 32.6K | Q1 2026 |
| Barnes Wealth Management Group, Inc$197M AUM | 0.59% | $1M | 23.9K | Q1 2026 |
| Cobblestone Asset Management LLC$222M AUM | 0.50% | $1M | 22.9K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 0.44% | $902,095 | 18.5K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.41% | $7M | 134.7K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 0.38% | $714,226 | 16.1K | Q2 2025OLDER |
| INTRUST BANK NA$1.2B AUM | 0.23% | $3M | 58.8K | Q1 2026 |
| Monetary Solutions, Ltd$103M AUM | 0.23% | $239,707 | 4.9K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 0.23% | $276,206 | 5.7K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 0.21% | $231,033 | 4.7K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.19% | $73M | 1.49M | Q1 2026 |
| Campbell Deegan Wealth Management, LLC$125M AUM | 0.18% | $229,820 | 4.7K | Q1 2026 |
| COOPER/HAIMS ADVISORS, LLC$212M AUM | 0.18% | $376,711 | 7.7K | Q1 2026 |
| Capital Square, LLC$217M AUM | 0.16% | $318,761 | 6.5K | Q4 2025OLDER |
| BNB Wealth Management, LLC$156M AUM | 0.15% | $236,042 | 4.8K | Q1 2026 |
| Anson Capital, Inc.$146M AUM | 0.14% | $210,147 | 4.3K | Q1 2026 |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.13% | $2M | 42.4K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.13% | $593,161 | 12.1K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.12% | $291,010 | 6.0K | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.12% | $199,673 | 4.1K | Q1 2026 |
| Atria Investments, Inc$8.9B AUM | 0.12% | $10M | 213.6K | Q1 2026 |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.10% | $59M | 1.20M | Q1 2026 |
| Patten Group, Inc.$575M AUM | 0.10% | $569,610 | 11.7K | Q1 2026 |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.10% | $3M | 52.1K | Q1 2026 |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.09% | $3M | 59.2K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.09% | $2M | 44.7K | Q1 2026 |
| Jaffetilchin Investment Partners, LLC$1.7B AUM | 0.08% | $1M | 25.9K | Q1 2026 |
| AVAII WEALTH MANAGEMENT, LLC$287M AUM | 0.07% | $209,531 | 4.3K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.06% | $3M | 53.1K | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 34.3K | Q1 2026 |
| SIMA Wealth Partners, LLC$105M AUM | 0.06% | $76,950 | 1.6K | Q1 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.06% | $1M | 24.5K | Q4 2025OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 0.06% | $242,346 | 5.0K | Q1 2026 |
| Park Edge Advisors, LLC$434M AUM | 0.05% | $232,085 | 4.8K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.05% | $2M | 38.2K | Q1 2026 |
| FIRST CITIZENS BANK & TRUST CO$4.7B AUM | 0.05% | $2M | 47.8K | Q1 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC.$419M AUM | 0.05% | $204,381 | 4.2K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.05% | $6M | 116.8K | Q1 2026 |
| MARINO, STRAM & ASSOCIATES LLC$557M AUM | 0.04% | $243,013 | 5.0K | Q1 2026 |
| MBL Wealth, LLC$1.3B AUM | 0.04% | $537,460 | 11.0K | Q1 2026 |
| Regal Investment Advisors LLC$1.7B AUM | 0.04% | $607,868 | 12.4K | Q1 2026 |
| United Community Bank$300M AUM | 0.03% | $102,655 | 2.1K | Q1 2026 |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.03% | $2M | 46.9K | Q3 2025OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 0.03% | $393,665 | 8.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.03% | $1M | 24.1K | Q1 2026 |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.03% | $2M | 32.6K | Q1 2026 |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $245,908 | 5.2K | Q3 2025OLDER |
| American Trust$1.1B AUM | 0.03% | $300,386 | 6.1K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.03% | $459,137 | 9.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $482,063 | 10.9K | Q2 2025OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.02% | $1M | 20.8K | Q1 2026 |
| Retirement Planning Group, LLC$3.2B AUM | 0.02% | $754,390 | 15.4K | Q1 2026 |
| Acropolis Investment Management, LLC$2.3B AUM | 0.02% | $437,214 | 9.9K | Q3 2025OLDER |
| Lavaca Capital LLC$564M AUM | 0.02% | $124,897 | 2.6K | Q1 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.02% | $350,522 | 7.2K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.02% | $2M | 36.6K | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.02% | $49,010 | 1.0K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 37.2K | Q1 2026 |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $222,839 | 4.6K | Q1 2026 |
| Accredited Investors Inc.$1.9B AUM | 0.01% | $227,101 | 4.6K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $2M | 45.2K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.01% | $9M | 175.9K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $2M | 50.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $9M | 175.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $767,473 | 15.7K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.01% | $46,906 | 960 | Q1 2026 |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $209,024 | 4.3K | Q1 2026 |
| Park Place Capital Corp$499M AUM | 0.01% | $57,655 | 1.2K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 48.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $313,828 | 6.4K | Q1 2026 |
| Realta Investment Advisors$288M AUM | 0.01% | $29,316 | 600 | Q1 2026 |
| Alesco Advisors, LLC, An ESL Co$3.9B AUM | 0.01% | $392,590 | 8.0K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $599,429 | 12.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $7M | 134.6K | Q1 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $865,854 | 17.7K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.01% | $262,720 | 5.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $251,336 | 5.1K | Q1 2026 |
| Howard Capital Management Inc.$6.1B AUM | 0.01% | $525,880 | 10.8K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 147.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.01% | $31M | 644.1K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $242,636 | 5.0K | Q1 2026 |
| CHILTON INVESTMENT CO INC.$4.3B AUM | 0.01% | $345,098 | 7.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $8M | 154.4K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $552,753 | 11.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $416,857 | 8.5K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $79,886 | 1.6K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $945,441 | 19.4K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.01% | $20,375 | 417 | Q1 2026 |
| Cresset Asset Management, LLC$23.1B AUM | 0.01% | $1M | 24.4K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $172,900 | 3.6K | Q3 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $49,300 | 1.0K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $2M | 38.8K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $6M | 128.6K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $155,375 | 3.2K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $358,939 | 7.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $260,912 | 5.3K | Q1 2026 |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.00% | $312,180 | 6.4K | Q1 2026 |
| Modera Wealth Management, LLC$8.3B AUM | 0.00% | $231,183 | 4.9K | Q3 2025OLDER |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.00% | $4,370 | 92 | Q3 2025OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $665,424 | 13.6K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $203,843 | 4.2K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $27M | 559.2K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $46,906 | 960 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $41,826 | 24.1K | Q1 2026 |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.00% | $4,760 | 97 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $369,284 | 7.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 117.9K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1M | 21.1K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $27M | 573.3K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $306,482 | 6.9K | Q2 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $210,734 | 4.3K | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $45,147 | 924 | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $249,866 | 5.1K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $23,355 | 478 | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $1M | 21.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $355,002 | 7.3K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $51,484 | 1.2K | Q2 2025OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $6,401 | 131 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $68,151 | 1.4K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 20.5K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $42,410 | 868 | Q1 2026 |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $6,060 | 137 | Q2 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.00% | $5,573 | 126 | Q2 2025OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $37,135 | 749 | Q1 2026 |
| MV CAPITAL MANAGEMENT, INC.$1.0B AUM | 0.00% | $7,476 | 153 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $77,655 | 1.6K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $521,993 | 10.7K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $256,501 | 5.2K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $140,663 | 2.9K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $10,603 | 217 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $56,123 | 1.1K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 96.8K | Q1 2026 |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $4,202 | 86 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 31.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $140,033 | 2.9K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $28,241 | 578 | Q1 2026 |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $2,248 | 46 | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $815,022 | 16.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 27.0K | Q1 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $475 | 10 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 21.6K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $46,954 | 961 | Q1 2026 |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $1,466 | 30 | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $500,766 | 10.2K | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $50,912 | 1.0K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $977 | 20 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $6,987 | 143 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,251 | 87 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $231,241 | 4.7K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $4,685 | 106 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $19,976 | 407 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $14,707 | 301 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $1,710 | 35 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $883 | 18 | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $49 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.