CUSIP 46641Q324
J P MORGAN EXCHANGE TRADED F
108 institutions · $229.3M total · 3,652,837 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 685,608 | $50.3M | 18.76% | 2025-12-31 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 271,652 | $19.9M | 7.43% | 2025-12-31 |
| 3 | Vestmark Advisory Solutions, Inc. | 197,400 | $14.5M | 5.40% | 2025-12-31 |
| 4 | FIRST AMERICAN TRUST, FSB | 180,781 | $13.3M | 4.94% | 2025-12-31 |
| 5 | Peninsula Wealth, LLC | 195,541 | $12.2M | 5.35% | 2024-12-31 |
| 6 | Cetera Investment Advisers | 129,260 | $9.5M | 3.53% | 2025-12-31 |
| 7 | JONES FINANCIAL COMPANIES LLLP | 128,062 | $9.4M | 3.50% | 2025-12-31 |
| 8 | ASSETMARK, INC | 103,673 | $7.6M | 2.83% | 2025-12-31 |
| 9 | EP Wealth Advisors, LLC | 104,202 | $7.5M | 2.85% | 2025-06-30 |
| 10 | Key Financial Inc | 100,095 | $7.3M | 2.74% | 2025-12-31 |
| 11 | Cornerstone Wealth Management, LLC | 96,046 | $7.0M | 2.62% | 2025-12-31 |
| 12 | FIDELITY D & D BANCORP INC | 91,220 | $6.7M | 2.49% | 2025-12-31 |
| 13 | OLD MISSION CAPITAL LLC | 93,760 | $5.9M | 2.56% | 2024-03-31 |
| 14 | Cobblestone Asset Management LLC | 109,194 | $5.8M | 2.98% | 2023-12-31 |
| 15 | PERSONAL CFO SOLUTIONS, LLC | 66,465 | $4.5M | 1.81% | 2024-09-30 |
| 16 | Prism Advisors, Inc. | 56,582 | $4.1M | 1.54% | 2025-12-31 |
| 17 | Raymond James Financial Services Advisors, Inc. | 57,235 | $3.9M | 1.56% | 2024-09-30 |
| 18 | RAYMOND JAMES FINANCIAL INC | 48,450 | $3.6M | 1.32% | 2025-12-31 |
| 19 | JPMORGAN CHASE & CO | 41,005 | $3.0M | 1.12% | 2025-12-31 |
| 20 | CITADEL ADVISORS LLC | 39,640 | $2.9M | 1.08% | 2025-12-31 |
| 21 | MML INVESTORS SERVICES, LLC | 34,410 | $2.5M | 0.94% | 2025-12-31 |
| 22 | Royal Bank of Canada | 24,785 | $1.8M | 0.67% | 2025-12-31 |
| 23 | ABOUND FINANCIAL, LLC | 24,713 | $1.8M | 0.67% | 2025-12-31 |
| 24 | JANE STREET GROUP, LLC | 24,699 | $1.8M | 0.67% | 2025-12-31 |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 22,491 | $1.6M | 0.61% | 2025-12-31 |
| 26 | OSAIC HOLDINGS, INC. | 20,154 | $1.5M | 0.55% | 2025-12-31 |
| 27 | BANK OF MONTREAL /CAN/ | 24,381 | $1.4M | 0.66% | 2024-06-30 |
| 28 | STIFEL FINANCIAL CORP | 19,091 | $1.4M | 0.52% | 2025-12-31 |
| 29 | TD Waterhouse Canada Inc. | 14,707 | $1.2M | 0.40% | 2023-12-31 |
| 30 | SAXON INTERESTS, INC. | 15,239 | $1.1M | 0.41% | 2025-12-31 |
| 31 | Mariner, LLC | 12,062 | $884.6K | 0.33% | 2025-12-31 |
| 32 | Trek Financial, LLC | 14,811 | $792.3K | 0.40% | 2023-12-31 |
| 33 | CreativeOne Wealth, LLC | 9,224 | $676.5K | 0.25% | 2025-12-31 |
| 34 | VestGen Advisors, LLC | 8,978 | $658.4K | 0.24% | 2025-12-31 |
| 35 | 3D/L Capital Management, LLC | 11,625 | $621.9K | 0.31% | 2023-12-31 |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,693 | $579.6K | 0.21% | 2025-09-30 |
| 37 | MassMutual Private Wealth & Trust, FSB | 7,879 | $577.8K | 0.21% | 2025-12-31 |
| 38 | Dominguez Wealth Management Solutions, Inc. | 7,453 | $546.6K | 0.20% | 2025-12-31 |
| 39 | UBS Group AG | 7,684 | $487.2K | 0.21% | 2025-03-31 |
| 40 | Tidemark, LLC | 6,317 | $463.2K | 0.17% | 2025-12-31 |
| 41 | Golden State Equity Partners | 6,277 | $460.3K | 0.17% | 2025-12-31 |
| 42 | Beacon Pointe Advisors, LLC | 6,026 | $441.9K | 0.16% | 2025-12-31 |
| 43 | Sanctuary Advisors, LLC | 6,007 | $440.5K | 0.16% | 2025-12-31 |
| 44 | INTEGRITY WEALTH ADVISORS, INC. | 5,083 | $383.0K | 0.13% | 2025-09-30 |
| 45 | Freedom Investment Management, Inc. | 5,216 | $382.5K | 0.14% | 2025-12-31 |
| 46 | Private Advisor Group, LLC | 5,007 | $367.2K | 0.13% | 2025-12-31 |
| 47 | LAKE STREET PRIVATE WEALTH, LLC | 4,447 | $326.1K | 0.12% | 2025-12-31 |
| 48 | LOCKERMAN FINANCIAL GROUP, INC. | 4,373 | $320.7K | 0.11% | 2025-12-31 |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,006 | $307.0K | 0.10% | 2025-12-31 |
| 50 | IFP Advisors, Inc | 3,988 | $300.5K | 0.10% | 2025-12-31 |
| 51 | Integrated Wealth Concepts LLC | 3,887 | $285.1K | 0.10% | 2025-12-31 |
| 52 | Amplius Wealth Advisors, LLC | 3,432 | $251.7K | 0.09% | 2025-12-31 |
| 53 | Sequoia Financial Advisors, LLC | 3,397 | $249.1K | 0.09% | 2025-12-31 |
| 54 | Fort Point Capital Partners LLC | 3,468 | $248.0K | 0.09% | 2025-06-30 |
| 55 | NewEdge Advisors, LLC | 3,362 | $246.6K | 0.09% | 2025-12-31 |
| 56 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,124 | $229.1K | 0.08% | 2025-12-31 |
| 57 | Bedel Financial Consulting, Inc. | 3,110 | $228.1K | 0.08% | 2025-12-31 |
| 58 | Elevation Wealth Management LLC | 3,073 | $225.4K | 0.08% | 2025-12-31 |
| 59 | Bison Wealth, LLC | 3,488 | $219.6K | 0.09% | 2024-06-30 |
| 60 | Gateway Wealth Partners, LLC | 2,978 | $218.4K | 0.08% | 2025-12-31 |
| 61 | Ascent Group, LLC | 2,774 | $203.4K | 0.07% | 2025-12-31 |
| 62 | 3Chopt Investment Partners, LLC | 2,259 | $165.7K | 0.06% | 2025-12-31 |
| 63 | MORGAN STANLEY | 2,118 | $155.3K | 0.05% | 2025-12-31 |
| 64 | GeoWealth Management, LLC | 2,076 | $152.2K | 0.05% | 2025-12-31 |
| 65 | AdvisorNet Financial, Inc | 1,888 | $138.5K | 0.05% | 2025-12-31 |
| 66 | Global Retirement Partners, LLC | 1,790 | $131.3K | 0.04% | 2025-12-31 |
| 67 | BANK OF AMERICA CORP /DE/ | 1,744 | $127.9K | 0.04% | 2025-12-31 |
| 68 | PRIVATE TRUST CO NA | 1,507 | $110.5K | 0.04% | 2025-12-31 |
| 69 | RICHARDSON FINANCIAL SERVICES INC. | 1,476 | $108.2K | 0.04% | 2025-12-31 |
| 70 | Farther Finance Advisors, LLC | 1,370 | $100.5K | 0.03% | 2025-12-31 |
| 71 | POM Investment Strategies, LLC | 1,000 | $75.3K | 0.02% | 2025-09-30 |
| 72 | Golden State Wealth Management, LLC | 1,053 | $65.8K | 0.02% | 2024-12-31 |
| 73 | Capital Investment Advisory Services, LLC | 854 | $62.6K | 0.02% | 2025-12-31 |
| 74 | Advisory Services Network, LLC | 324 | $24.4K | 0.00% | 2025-09-30 |
| 75 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 315 | $23.1K | 0.00% | 2025-12-31 |
| 76 | Geneos Wealth Management Inc. | 284 | $20.8K | 0.00% | 2025-12-31 |
| 77 | Janney Montgomery Scott LLC | 262,392 | $19.2K | 7.18% | 2025-12-31 |
| 78 | PSI Advisors, LLC | 259 | $16.1K | 0.00% | 2024-12-31 |
| 79 | Transamerica Financial Advisors, LLC | 195 | $14.3K | 0.00% | 2025-12-31 |
| 80 | GPS Wealth Strategies Group, LLC | 210 | $14.2K | 0.00% | 2024-09-30 |
| 81 | Chris Bulman Inc | 178 | $11.4K | 0.00% | 2024-06-30 |
| 82 | Wilmington Savings Fund Society, FSB | 151 | $11.4K | 0.00% | 2025-09-30 |
| 83 | US BANCORP \DE\ | 116 | $8.5K | 0.00% | 2025-12-31 |
| 84 | OAK HARBOR WEALTH PARTNERS, LLC | 99 | $7.3K | 0.00% | 2025-12-31 |
| 85 | Cambridge Investment Research Advisors, Inc. | 91,527 | $6.7K | 2.50% | 2025-12-31 |
| 86 | Cedar Wealth Management, LLC | 90 | $6.6K | 0.00% | 2025-12-31 |
| 87 | Arax Advisory Partners | 65 | $4.8K | 0.00% | 2025-12-31 |
| 88 | Clear Point Advisors Inc. | 52 | $3.5K | 0.00% | 2024-09-30 |
| 89 | Noble Wealth Management PBC | 41 | $3.1K | 0.00% | 2025-12-31 |
| 90 | COMERICA BANK | 41 | $3.0K | 0.00% | 2025-12-31 |
| 91 | GODSEY & GIBB, INC | 39 | $2.9K | 0.00% | 2025-12-31 |
| 92 | WELLS FARGO & COMPANY/MN | 36 | $2.6K | 0.00% | 2025-12-31 |
| 93 | PARK AVENUE SECURITIES LLC | 31,544 | $2.4K | 0.86% | 2025-09-30 |
| 94 | KERR FINANCIAL PLANNING Corp | 27 | $2.1K | 0.00% | 2025-12-31 |
| 95 | SageView Advisory Group, LLC | 27 | $2.0K | 0.00% | 2025-12-31 |
| 96 | NATIXIS ADVISORS, LLC | 12,820 | $940 | 0.35% | 2025-12-31 |
| 97 | SOL Capital Management CO | 10,265 | $753 | 0.28% | 2025-12-31 |
| 98 | Thrivent Financial for Lutherans | 9,116 | $669 | 0.24% | 2025-12-31 |
| 99 | HARBOUR INVESTMENTS, INC. | 7 | $513 | 0.00% | 2025-12-31 |
| 100 | von Borstel & Associates, Inc. | 4,389 | $334 | 0.12% | 2025-09-30 |
| 101 | Wayfinding Financial, LLC | 4,440 | $325 | 0.12% | 2025-12-31 |
| 102 | FLOW TRADERS U.S. LLC | 3,774 | $254 | 0.10% | 2024-09-30 |
| 103 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | $147 | 0.00% | 2025-12-31 |
| 104 | FMR LLC | 1 | $67 | 0.00% | 2024-09-30 |
| 105 | HAZLETT, BURT & WATSON, INC. | 60 | $4 | 0.00% | 2025-12-31 |
| 106 | CWM, LLC | 17 | $1 | 0.00% | 2025-12-31 |
| 107 | Motiv8 Investments LLC | 9 | $1 | 0.00% | 2025-12-31 |
| 108 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |