CUSIP 46641Q274
J P MORGAN EXCHANGE TRADED F
135 institutions · $674.4M total · 15,330,274 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | 2,126,335 | $101.1M | 13.87% | 2025-12-31 |
| 2 | JPMORGAN CHASE & CO | 1,277,592 | $60.8M | 8.33% | 2025-12-31 |
| 3 | WMS Partners, LLC | 1,057,969 | $49.3M | 6.90% | 2024-12-31 |
| 4 | HB Wealth Management, LLC | 835,354 | $39.7M | 5.44% | 2025-12-31 |
| 5 | Roberts Wealth Advisors, LLC | 497,126 | $23.6M | 3.24% | 2025-12-31 |
| 6 | Apella Capital, LLC | 462,858 | $22.0M | 3.01% | 2025-12-31 |
| 7 | Hennion & Walsh Asset Management, Inc. | 408,925 | $19.4M | 2.66% | 2025-12-31 |
| 8 | 5th Street Advisors, LLC | 367,820 | $17.5M | 2.39% | 2025-12-31 |
| 9 | Bridgewealth Advisory Group, LLC | 354,395 | $16.9M | 2.31% | 2025-12-31 |
| 10 | Roof Eidam Maycock Peralta, LLC | 338,653 | $16.1M | 2.20% | 2025-12-31 |
| 11 | HighTower Advisors, LLC | 317,388 | $15.1M | 2.07% | 2025-12-31 |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 281,859 | $13.4M | 1.83% | 2025-12-31 |
| 13 | TD Capital Management LLC | 280,323 | $13.3M | 1.82% | 2025-12-31 |
| 14 | Integrated Wealth Concepts LLC | 272,513 | $13.0M | 1.77% | 2025-09-30 |
| 15 | SkyOak Wealth, LLC | 271,185 | $12.9M | 1.76% | 2025-12-31 |
| 16 | OSAIC HOLDINGS, INC. | 264,024 | $12.6M | 1.72% | 2025-12-31 |
| 17 | SIGNET FINANCIAL MANAGEMENT, LLC | 263,837 | $12.5M | 1.72% | 2025-12-31 |
| 18 | Focus Partners Wealth | 247,249 | $11.8M | 1.61% | 2025-12-31 |
| 19 | Allworth Financial LP | 233,227 | $11.1M | 1.52% | 2025-12-31 |
| 20 | GOLDMAN SACHS GROUP INC | 219,638 | $10.5M | 1.43% | 2025-09-30 |
| 21 | Kovitz Investment Group Partners, LLC | 209,171 | $10.0M | 1.36% | 2025-09-30 |
| 22 | Shorepoint Capital Partners LLC | 203,615 | $9.7M | 1.32% | 2025-09-30 |
| 23 | CITADEL ADVISORS LLC | 194,180 | $9.2M | 1.26% | 2025-12-31 |
| 24 | RAYMOND JAMES FINANCIAL INC | 189,189 | $9.0M | 1.23% | 2025-12-31 |
| 25 | Transform Wealth, LLC | 164,368 | $7.8M | 1.07% | 2025-03-31 |
| 26 | Main Street Financial Solutions, LLC | 144,378 | $6.9M | 0.94% | 2025-12-31 |
| 27 | Waverly Advisors, LLC | 142,884 | $6.8M | 0.93% | 2025-12-31 |
| 28 | UBS Group AG | 129,849 | $6.2M | 0.84% | 2025-12-31 |
| 29 | Visionary Wealth Advisors | 123,740 | $5.9M | 0.80% | 2025-12-31 |
| 30 | Perigon Wealth Management, LLC | 120,232 | $5.7M | 0.78% | 2025-12-31 |
| 31 | NOESIS CAPITAL MANGEMENT CORP | 99,645 | $4.7M | 0.64% | 2025-12-31 |
| 32 | Milestone Investment Advisors LLC | 95,716 | $4.6M | 0.62% | 2025-12-31 |
| 33 | BELLEVUE ASSET MANAGEMENT, LLC | 93,160 | $4.4M | 0.60% | 2025-12-31 |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 92,080 | $4.4M | 0.60% | 2025-12-31 |
| 35 | Legacy Edge Advisors, LLC | 89,025 | $4.2M | 0.58% | 2025-12-31 |
| 36 | MAI Capital Management | 87,840 | $4.2M | 0.57% | 2025-12-31 |
| 37 | CAPTRUST FINANCIAL ADVISORS | 75,971 | $3.6M | 0.49% | 2025-12-31 |
| 38 | 21 West Wealth Management LLC | 68,326 | $3.2M | 0.44% | 2025-12-31 |
| 39 | JONES FINANCIAL COMPANIES LLLP | 66,928 | $3.2M | 0.43% | 2025-12-31 |
| 40 | Tradition Wealth Management, LLC | 59,521 | $2.8M | 0.38% | 2025-12-31 |
| 41 | CARY STREET PARTNERS FINANCIAL LLC | 54,538 | $2.6M | 0.35% | 2025-12-31 |
| 42 | Wealthspire Advisors, LLC | 54,217 | $2.6M | 0.35% | 2025-12-31 |
| 43 | PROMETHIUM ADVISORS,LLC | 50,415 | $2.4M | 0.32% | 2025-12-31 |
| 44 | Heritage Wealth Management, Inc. | 49,207 | $2.3M | 0.32% | 2025-12-31 |
| 45 | Merit Financial Group, LLC | 47,479 | $2.3M | 0.30% | 2025-12-31 |
| 46 | Clear Point Advisors Inc. | 46,485 | $2.2M | 0.30% | 2025-12-31 |
| 47 | Clear Creek Financial Management, LLC | 46,396 | $2.2M | 0.30% | 2025-12-31 |
| 48 | Riggs Capital Management LLC | 41,501 | $1.9M | 0.27% | 2024-12-31 |
| 49 | Beaumont Financial Advisors, LLC | 39,673 | $1.9M | 0.25% | 2025-12-31 |
| 50 | Kingsview Wealth Management, LLC | 36,204 | $1.7M | 0.23% | 2025-12-31 |
| 51 | Ausdal Financial Partners, Inc. | 36,141 | $1.7M | 0.23% | 2025-03-31 |
| 52 | Farther Finance Advisors, LLC | 33,985 | $1.6M | 0.22% | 2025-12-31 |
| 53 | BBR PARTNERS, LLC | 33,530 | $1.6M | 0.21% | 2025-12-31 |
| 54 | D.A. DAVIDSON & CO. | 33,140 | $1.6M | 0.21% | 2025-12-31 |
| 55 | FAGAN ASSOCIATES, INC. | 30,745 | $1.5M | 0.20% | 2025-12-31 |
| 56 | MML INVESTORS SERVICES, LLC | 29,801 | $1.4M | 0.19% | 2025-12-31 |
| 57 | Frederick Financial Consultants, LLC | 24,671 | $1.4M | 0.16% | 2025-09-30 |
| 58 | BEAM WEALTH ADVISORS, INC. | 29,056 | $1.4M | 0.18% | 2025-12-31 |
| 59 | LexAurum Advisors, LLC | 28,888 | $1.4M | 0.18% | 2025-09-30 |
| 60 | Sanctuary Advisors, LLC | 27,828 | $1.3M | 0.18% | 2025-12-31 |
| 61 | LPL Financial LLC | 27,031 | $1.3M | 0.17% | 2025-12-31 |
| 62 | Global Retirement Partners, LLC | 26,227 | $1.2M | 0.17% | 2025-12-31 |
| 63 | FAS Wealth Partners, Inc. | 25,327 | $1.2M | 0.16% | 2025-06-30 |
| 64 | Lowe Wealth Advisors, LLC | 24,291 | $1.2M | 0.15% | 2025-09-30 |
| 65 | New Insight Wealth Advisors | 23,333 | $1.1M | 0.15% | 2025-12-31 |
| 66 | JANE STREET GROUP, LLC | 21,794 | $1.0M | 0.14% | 2025-09-30 |
| 67 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 21,794 | $1.0M | 0.14% | 2025-12-31 |
| 68 | TBH Global Asset Management, LLC | 19,190 | $1.0M | 0.12% | 2025-12-31 |
| 69 | Capstone Wealth Management, Inc. | 20,965 | $996.9K | 0.13% | 2025-12-31 |
| 70 | ENVESTNET ASSET MANAGEMENT INC | 20,654 | $982.2K | 0.13% | 2025-12-31 |
| 71 | GeoWealth Management, LLC | 20,555 | $977.5K | 0.13% | 2025-12-31 |
| 72 | AIFG Consultants Ltd. | 20,096 | $955.7K | 0.13% | 2025-12-31 |
| 73 | Southeast Asset Advisors, LLC | 19,780 | $940.7K | 0.12% | 2025-12-31 |
| 74 | HARBOUR INVESTMENT MANAGEMENT LLC | 18,785 | $896.7K | 0.12% | 2025-12-31 |
| 75 | MidAtlantic Capital Management, Inc. | 16,525 | $785.9K | 0.10% | 2025-12-31 |
| 76 | Interchange Capital Partners, LLC | 16,331 | $776.7K | 0.10% | 2025-12-31 |
| 77 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 16,010 | $761.4K | 0.10% | 2025-12-31 |
| 78 | Lodestone Wealth Management LLC | 13,704 | $651.7K | 0.08% | 2025-12-31 |
| 79 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,976 | $612.6K | 0.08% | 2025-03-31 |
| 80 | Kestra Advisory Services, LLC | 12,010 | $571.2K | 0.07% | 2025-12-31 |
| 81 | Krilogy Financial LLC | 11,227 | $534.6K | 0.07% | 2025-12-31 |
| 82 | BCGM Wealth Management, LLC | 10,782 | $512.8K | 0.07% | 2025-12-31 |
| 83 | Professional Financial Advisors, LLC | 10,217 | $485.9K | 0.06% | 2025-12-31 |
| 84 | INVENIO WEALTH PARTNERS LLC | 9,978 | $474.5K | 0.06% | 2025-12-31 |
| 85 | Vawter Financial, Ltd. | 9,430 | $448.5K | 0.06% | 2025-12-31 |
| 86 | STIFEL FINANCIAL CORP | 8,616 | $409.7K | 0.05% | 2025-12-31 |
| 87 | Summit Wealth Partners, LLC | 8,058 | $383.2K | 0.05% | 2025-12-31 |
| 88 | Leo Wealth, LLC | 7,469 | $355.2K | 0.04% | 2025-12-31 |
| 89 | Legacy Wealth Managment, LLC/ID | 7,349 | $349.5K | 0.04% | 2025-12-31 |
| 90 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,871 | $337.5K | 0.01% | 2025-12-31 |
| 91 | Legacy Investment Solutions, LLC | 6,205 | $294.4K | 0.04% | 2025-06-30 |
| 92 | BLUEDOOR PRIVATE WEALTH, LLC | 6,002 | $285.4K | 0.03% | 2025-12-31 |
| 93 | CGN Advisors LLC | 5,919 | $281.5K | 0.03% | 2025-12-31 |
| 94 | Whitegate Investment Counselors, Inc. | 5,696 | $270.9K | 0.03% | 2025-12-31 |
| 95 | Tortoise Investment Management, LLC | 5,695 | $270.8K | 0.03% | 2025-12-31 |
| 96 | Barnes Wealth Management Group, Inc | 5,414 | $257.5K | 0.03% | 2025-12-31 |
| 97 | NewEdge Advisors, LLC | 5,400 | $256.2K | 0.03% | 2025-06-30 |
| 98 | PNC Financial Services Group, Inc. | 5,310 | $252.5K | 0.03% | 2025-12-31 |
| 99 | Cetera Investment Advisers | 5,094 | $242.2K | 0.03% | 2025-12-31 |
| 100 | Prospera Financial Services Inc | 5,020 | $238.7K | 0.03% | 2025-12-31 |
| 101 | Gradient Capital Advisors, LLC | 4,909 | $233.5K | 0.03% | 2025-12-31 |
| 102 | One Capital Management, LLC | 4,775 | $226.5K | 0.03% | 2025-06-30 |
| 103 | WNY Asset Management, LLC | 4,622 | $218.2K | 0.03% | 2025-03-31 |
| 104 | MERCER GLOBAL ADVISORS INC /ADV | 4,334 | $206.1K | 0.02% | 2025-12-31 |
| 105 | Flagship Capital Management Inc. | 4,325 | $205.7K | 0.02% | 2025-12-31 |
| 106 | Salomon & Ludwin, LLC | 3,655 | $174.0K | 0.02% | 2025-12-31 |
| 107 | Geneos Wealth Management Inc. | 3,400 | $161.7K | 0.02% | 2025-12-31 |
| 108 | HFM Investment Advisors, LLC | 3,232 | $153.7K | 0.02% | 2025-12-31 |
| 109 | WELLS FARGO & COMPANY/MN | 3,086 | $146.4K | 0.02% | 2025-06-30 |
| 110 | Wilmington Savings Fund Society, FSB | 3,005 | $143.1K | 0.01% | 2025-09-30 |
| 111 | MORGAN STANLEY | 2,900 | $137.9K | 0.01% | 2025-12-31 |
| 112 | Clearstead Trust, LLC | 1,288 | $61.3K | 0.00% | 2025-09-30 |
| 113 | CWM, LLC | 897,404 | $42.7K | 5.85% | 2025-12-31 |
| 114 | Colonial Trust Advisors | 708 | $33.7K | 0.00% | 2025-12-31 |
| 115 | Royal Bank of Canada | 643 | $31.0K | 0.00% | 2025-12-31 |
| 116 | Centricity Wealth Management, LLC | 525 | $24.9K | 0.00% | 2025-06-30 |
| 117 | Comprehensive Financial Planning, Inc./PA | 511 | $24.3K | 0.00% | 2025-12-31 |
| 118 | BANK OF AMERICA CORP /DE/ | 497 | $23.5K | 0.00% | 2025-03-31 |
| 119 | AMERIFLEX GROUP, INC. | 437 | $20.8K | 0.00% | 2025-12-31 |
| 120 | Strategic Wealth Partners, Ltd. | 220 | $10.5K | 0.00% | 2025-09-30 |
| 121 | Wilkerson Advisory Group LLC | 202 | $9.6K | 0.00% | 2025-12-31 |
| 122 | Thrivent Financial for Lutherans | 169,638 | $8.1K | 1.10% | 2025-12-31 |
| 123 | ASSETMARK, INC | 137 | $6.5K | 0.00% | 2025-12-31 |
| 124 | Painted Porch Advisors LLC | 98 | $4.5K | 0.00% | 2025-06-30 |
| 125 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 83 | $3.9K | 0.00% | 2025-12-31 |
| 126 | Ameritas Advisory Services, LLC | 69 | $3.3K | 0.00% | 2025-06-30 |
| 127 | Park Place Capital Corp | 50 | $2.4K | 0.00% | 2025-03-31 |
| 128 | USAdvisors Wealth Management, LLC | 24,661 | $1.2K | 0.16% | 2025-12-31 |
| 129 | NATIXIS ADVISORS, LLC | 14,833 | $705 | 0.09% | 2025-12-31 |
| 130 | Cambridge Investment Research Advisors, Inc. | 12,003 | $571 | 0.07% | 2025-12-31 |
| 131 | FLOW TRADERS U.S. LLC | 9,972 | $474 | 0.06% | 2025-12-31 |
| 132 | HRT FINANCIAL LP | 8,598 | $407 | 0.05% | 2025-06-30 |
| 133 | MOSAIC FINANCIAL GROUP, LLC | 5,313 | $253 | 0.03% | 2025-12-31 |
| 134 | Capital Analysts, LLC | 23 | $1 | 0.00% | 2025-06-30 |
| 135 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |