CUSIP 46641Q126
J P MORGAN EXCHANGE TRADED F
93 institutions · $346.1M total · 7,416,583 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 5,197,792 | $242.8M | 70.08% | 2025-12-31 |
| 2 | FIRST FOUNDATION ADVISORS | 355,282 | $16.6M | 4.79% | 2025-12-31 |
| 3 | RAYMOND JAMES FINANCIAL INC | 173,984 | $8.1M | 2.34% | 2025-12-31 |
| 4 | Gradient Investments LLC | 154,278 | $7.3M | 2.08% | 2025-06-30 |
| 5 | Anderson Financial Strategies, LLC | 156,044 | $7.3M | 2.10% | 2025-12-31 |
| 6 | ECLECTIC ASSOCIATES INC /ADV | 131,821 | $6.2M | 1.77% | 2025-12-31 |
| 7 | LPL Financial LLC | 122,707 | $5.7M | 1.65% | 2025-12-31 |
| 8 | Capital A Wealth Management, LLC | 113,982 | $5.5M | 1.53% | 2025-03-31 |
| 9 | Beta Wealth Group, Inc. | 116,647 | $5.4M | 1.57% | 2025-12-31 |
| 10 | Ducere Wealth Management LLC | 98,851 | $4.6M | 1.33% | 2025-12-31 |
| 11 | OARSMAN CAPITAL, INC. | 90,369 | $4.2M | 1.21% | 2025-12-31 |
| 12 | Per Stirling Capital Management, LLC. | 60,041 | $2.8M | 0.80% | 2024-12-31 |
| 13 | Cetera Investment Advisers | 52,600 | $2.5M | 0.70% | 2025-12-31 |
| 14 | Cetera Advisor Networks LLC | 42,872 | $1.9M | 0.57% | 2024-03-31 |
| 15 | TWO SIGMA INVESTMENTS, LP | 35,800 | $1.7M | 0.48% | 2025-12-31 |
| 16 | 21 West Wealth Management LLC | 29,828 | $1.4M | 0.40% | 2025-12-31 |
| 17 | RAYMOND JAMES & ASSOCIATES | 23,148 | $1.2M | 0.31% | 2024-09-30 |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 23,588 | $1.1M | 0.31% | 2025-12-31 |
| 19 | One Capital Management, LLC | 23,395 | $1.1M | 0.31% | 2025-12-31 |
| 20 | CENTRAL TRUST Co | 23,088 | $1.1M | 0.31% | 2025-12-31 |
| 21 | WELLS FARGO & COMPANY/MN | 21,953 | $1.0M | 0.29% | 2025-12-31 |
| 22 | AVANTAX ADVISORY SERVICES, INC. | 21,501 | $1.0M | 0.28% | 2025-06-30 |
| 23 | SILVER OAK SECURITIES, INCORPORATED | 18,193 | $857.7K | 0.24% | 2025-12-31 |
| 24 | BANK OF AMERICA CORP /DE/ | 18,139 | $847.3K | 0.24% | 2025-12-31 |
| 25 | Bill Few Associates, Inc. | 16,261 | $759.6K | 0.21% | 2025-12-31 |
| 26 | GOLDMAN SACHS GROUP INC | 16,261 | $759.6K | 0.21% | 2025-12-31 |
| 27 | Independence Asset Advisors, LLC | 14,483 | $676.5K | 0.19% | 2025-12-31 |
| 28 | CITADEL ADVISORS LLC | 12,961 | $660.2K | 0.17% | 2024-09-30 |
| 29 | OLD MISSION CAPITAL LLC | 13,628 | $649.2K | 0.18% | 2025-06-30 |
| 30 | Orion Porfolio Solutions, LLC | 13,608 | $635.6K | 0.18% | 2025-12-31 |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,604 | $626.3K | 0.08% | 2025-12-31 |
| 32 | Wealthcare Advisory Partners LLC | 13,377 | $624.9K | 0.18% | 2025-12-31 |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 11,652 | $544.3K | 0.15% | 2025-12-31 |
| 34 | Plus Group Wealth Advisors LLC | 11,119 | $519.4K | 0.14% | 2025-12-31 |
| 35 | Whipplewood Advisors, LLC | 10,674 | $498.6K | 0.14% | 2025-12-31 |
| 36 | MML INVESTORS SERVICES, LLC | 9,823 | $458.8K | 0.13% | 2025-12-31 |
| 37 | Milestone Asset Management Group, LLC | 9,370 | $437.7K | 0.12% | 2025-12-31 |
| 38 | Certified Advisory Corp | 9,210 | $430.2K | 0.12% | 2025-12-31 |
| 39 | Belpointe Asset Management LLC | 8,419 | $401.1K | 0.11% | 2025-06-30 |
| 40 | Tower Research Capital LLC (TRC) | 8,051 | $376.1K | 0.10% | 2025-12-31 |
| 41 | Swisher Financial Concepts, Inc. | 7,728 | $361.0K | 0.10% | 2025-12-31 |
| 42 | JANE STREET GROUP, LLC | 7,649 | $357.3K | 0.10% | 2025-12-31 |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,496 | $350.1K | 0.10% | 2025-12-31 |
| 44 | FIRST AMERICAN TRUST, FSB | 7,035 | $328.6K | 0.09% | 2025-12-31 |
| 45 | OSAIC HOLDINGS, INC. | 6,603 | $308.4K | 0.08% | 2025-12-31 |
| 46 | MORGAN STANLEY | 6,526 | $304.8K | 0.08% | 2025-12-31 |
| 47 | Stratos Wealth Partners, LTD. | 5,811 | $271.5K | 0.07% | 2025-12-31 |
| 48 | RFG Advisory, LLC | 5,610 | $270.4K | 0.07% | 2025-03-31 |
| 49 | Synergy Asset Management, LLC | 5,757 | $269.3K | 0.07% | 2024-12-31 |
| 50 | BANK OF MONTREAL /CAN/ | 5,335 | $249.2K | 0.07% | 2025-12-31 |
| 51 | J.W. COLE ADVISORS, INC. | 4,702 | $225.4K | 0.06% | 2025-09-30 |
| 52 | OmniStar Financial Group, Inc. | 4,230 | $215.7K | 0.05% | 2024-09-30 |
| 53 | NORTHERN TRUST CORP | 4,453 | $208.0K | 0.06% | 2025-12-31 |
| 54 | HENGEHOLD CAPITAL MANAGEMENT LLC | 4,451 | $207.9K | 0.06% | 2025-12-31 |
| 55 | AXXCESS WEALTH MANAGEMENT, LLC | 4,330 | $202.2K | 0.05% | 2025-12-31 |
| 56 | ASSETMARK, INC | 1,811 | $84.6K | 0.02% | 2025-12-31 |
| 57 | PNC Financial Services Group, Inc. | 1,662 | $77.6K | 0.02% | 2025-12-31 |
| 58 | PRIVATE TRUST CO NA | 955 | $48.6K | 0.01% | 2024-09-30 |
| 59 | Center for Financial Planning, Inc. | 981 | $45.8K | 0.01% | 2025-12-31 |
| 60 | Kestra Advisory Services, LLC | 962 | $44.9K | 0.01% | 2025-12-31 |
| 61 | Geneos Wealth Management Inc. | 874 | $40.8K | 0.01% | 2025-12-31 |
| 62 | Mattson Financial Services, LLC | 614 | $31.3K | 0.00% | 2025-03-31 |
| 63 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 655 | $30.6K | 0.00% | 2025-12-31 |
| 64 | Spire Wealth Management | 600 | $28.0K | 0.00% | 2025-12-31 |
| 65 | Global Retirement Partners, LLC | 593 | $27.7K | 0.00% | 2025-12-31 |
| 66 | WFA of San Diego, LLC | 443 | $21.2K | 0.00% | 2025-12-31 |
| 67 | Smartleaf Asset Management LLC | 426 | $20.1K | 0.00% | 2025-12-31 |
| 68 | AdvisorNet Financial, Inc | 406 | $19.0K | 0.00% | 2025-12-31 |
| 69 | Rockefeller Capital Management L.P. | 386 | $18.0K | 0.00% | 2025-12-31 |
| 70 | NewEdge Advisors, LLC | 381 | $17.8K | 0.00% | 2025-12-31 |
| 71 | IAG Wealth Partners, LLC | 311 | $15.8K | 0.00% | 2024-09-30 |
| 72 | Capital Investment Advisory Services, LLC | 339 | $15.8K | 0.00% | 2025-12-31 |
| 73 | AE Wealth Management LLC | 284 | $13.3K | 0.00% | 2025-12-31 |
| 74 | Farther Finance Advisors, LLC | 283 | $13.2K | 0.00% | 2025-12-31 |
| 75 | FLAGSHIP HARBOR ADVISORS, LLC | 215 | $10.1K | 0.00% | 2025-12-31 |
| 76 | Brown Financial Advisors | 198 | $8.7K | 0.00% | 2024-06-30 |
| 77 | Paladin Wealth, LLC | 108 | $5.5K | 0.00% | 2024-09-30 |
| 78 | JONES FINANCIAL COMPANIES LLLP | 113 | $5.4K | 0.00% | 2025-03-31 |
| 79 | Perkins Coie Trust Co | 110 | $5.2K | 0.00% | 2025-06-30 |
| 80 | CIBC Private Wealth Group LLC | 105 | $4.9K | 0.00% | 2025-12-31 |
| 81 | CoreCap Advisors, LLC | 69 | $3.5K | 0.00% | 2024-09-30 |
| 82 | US BANCORP \DE\ | 64 | $3.0K | 0.00% | 2025-12-31 |
| 83 | Kelly Financial Services LLC | 49 | $2.2K | 0.00% | 2024-06-30 |
| 84 | UBS Group AG | 43 | $2.0K | 0.00% | 2024-12-31 |
| 85 | Cambridge Investment Research Advisors, Inc. | 23,137 | $1.1K | 0.31% | 2025-12-31 |
| 86 | Newbridge Financial Services Group, Inc. | 22 | $1.0K | 0.00% | 2024-12-31 |
| 87 | Element Wealth, LLC | 13 | $619 | 0.00% | 2024-12-31 |
| 88 | Steward Partners Investment Advisory, LLC | 13 | $607 | 0.00% | 2025-12-31 |
| 89 | FMR LLC | 1 | $44 | 0.00% | 2024-06-30 |
| 90 | Capital Analysts, LLC | 227 | $11 | 0.00% | 2025-12-31 |
| 91 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 92 | CWM, LLC | 9 | $0 | 0.00% | 2025-09-30 |
| 93 | Royal Bank of Canada | 1 | $0 | 0.00% | 2025-12-31 |