CUSIP 46641Q407
J P MORGAN EXCHANGE TRADED F
108 institutions · $261.5M total · 2,150,450 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Modera Wealth Management, LLC | 264,562 | $32.8M | 12.30% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 255,685 | $31.7M | 11.88% | 2025-12-31 |
| 3 | ST GERMAIN D J CO INC | 244,850 | $30.3M | 11.38% | 2025-12-31 |
| 4 | CAPTRUST FINANCIAL ADVISORS | 224,867 | $27.9M | 10.45% | 2025-12-31 |
| 5 | UBS Group AG | 131,985 | $16.4M | 6.13% | 2025-12-31 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 124,702 | $15.8M | 5.79% | 2025-12-31 |
| 7 | Sterneck Capital Management, LLC | 89,024 | $11.0M | 4.13% | 2025-12-31 |
| 8 | LPL Financial LLC | 69,305 | $8.6M | 3.22% | 2025-12-31 |
| 9 | MORGAN STANLEY | 50,710 | $6.3M | 2.35% | 2025-12-31 |
| 10 | JPMORGAN CHASE & CO | 42,940 | $5.3M | 1.99% | 2025-12-31 |
| 11 | JONES FINANCIAL COMPANIES LLLP | 41,640 | $5.2M | 1.93% | 2025-12-31 |
| 12 | Financially in Tune, LLC | 39,156 | $4.9M | 1.82% | 2025-12-31 |
| 13 | Apollon Wealth Management, LLC | 39,152 | $4.9M | 1.82% | 2025-12-31 |
| 14 | RAYMOND JAMES FINANCIAL INC | 32,318 | $4.0M | 1.50% | 2025-12-31 |
| 15 | OSAIC HOLDINGS, INC. | 30,512 | $3.8M | 1.41% | 2025-12-31 |
| 16 | Vise Technologies, Inc. | 23,509 | $2.9M | 1.09% | 2025-12-31 |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 22,585 | $2.8M | 1.05% | 2025-12-31 |
| 18 | HHM Wealth Advisors, LLC | 22,036 | $2.7M | 1.02% | 2025-12-31 |
| 19 | CITADEL ADVISORS LLC | 22,713 | $2.6M | 1.05% | 2025-03-31 |
| 20 | Concurrent Investment Advisors, LLC | 21,953 | $2.5M | 1.02% | 2024-12-31 |
| 21 | MN Wealth Advisors, LLC | 15,896 | $2.0M | 0.73% | 2025-12-31 |
| 22 | Independent Wealth Network Inc. | 15,514 | $1.9M | 0.72% | 2025-12-31 |
| 23 | Fort Point Capital Partners LLC | 15,983 | $1.9M | 0.74% | 2025-06-30 |
| 24 | AQR CAPITAL MANAGEMENT LLC | 12,676 | $1.6M | 0.58% | 2025-12-31 |
| 25 | PLANNING ALTERNATIVES LTD /ADV | 12,079 | $1.5M | 0.56% | 2025-12-31 |
| 26 | Private Advisor Group, LLC | 11,663 | $1.4M | 0.54% | 2025-12-31 |
| 27 | Farther Finance Advisors, LLC | 11,647 | $1.4M | 0.54% | 2025-12-31 |
| 28 | WELLS FARGO & COMPANY/MN | 11,445 | $1.4M | 0.53% | 2025-12-31 |
| 29 | NewEdge Advisors, LLC | 10,847 | $1.3M | 0.50% | 2025-12-31 |
| 30 | RHS Financial, LLC | 10,842 | $1.3M | 0.50% | 2025-12-31 |
| 31 | LexAurum Advisors, LLC | 8,966 | $1.1M | 0.41% | 2025-09-30 |
| 32 | Schiavi & Co LLC | 20,246 | $1.0M | 0.94% | 2025-12-31 |
| 33 | GOLDMAN SACHS GROUP INC | 7,633 | $902.2K | 0.35% | 2025-06-30 |
| 34 | TWO SIGMA INVESTMENTS, LP | 7,100 | $880.0K | 0.33% | 2025-12-31 |
| 35 | Avant Capital LLC | 6,872 | $851.7K | 0.31% | 2025-12-31 |
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,381 | $790.7K | 0.29% | 2025-09-30 |
| 37 | Wealth Enhancement Trust Services, Inc. | 6,209 | $769.6K | 0.28% | 2025-12-31 |
| 38 | SignalPoint Asset Management, LLC | 6,390 | $729.2K | 0.29% | 2024-12-31 |
| 39 | Elevation Wealth Management LLC | 5,246 | $650.2K | 0.24% | 2025-12-31 |
| 40 | JANE STREET GROUP, LLC | 4,986 | $618.0K | 0.23% | 2025-12-31 |
| 41 | Patten Group, Inc. | 4,865 | $603.0K | 0.22% | 2025-12-31 |
| 42 | KELLY FINANCIAL GROUP LLC | 4,832 | $598.9K | 0.22% | 2025-12-31 |
| 43 | CITIGROUP INC | 4,564 | $565.7K | 0.21% | 2025-12-31 |
| 44 | Empire Financial Management Company, LLC | 4,518 | $560.0K | 0.21% | 2025-12-31 |
| 45 | BELLEVUE ASSET MANAGEMENT, LLC | 4,215 | $523.5K | 0.19% | 2025-12-31 |
| 46 | One Capital Management, LLC | 4,528 | $521.6K | 0.21% | 2025-03-31 |
| 47 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 4,077 | $505.3K | 0.18% | 2025-12-31 |
| 48 | Clear Point Advisors Inc. | 4,044 | $501.3K | 0.18% | 2025-12-31 |
| 49 | HighTower Advisors, LLC | 3,768 | $467.0K | 0.17% | 2025-12-31 |
| 50 | FMR LLC | 3,622 | $448.9K | 0.16% | 2025-12-31 |
| 51 | NWAM LLC | 3,629 | $448.0K | 0.16% | 2025-12-31 |
| 52 | Allegheny Financial Group | 3,426 | $424.7K | 0.15% | 2025-12-31 |
| 53 | Cetera Investment Advisers | 3,409 | $422.4K | 0.15% | 2025-12-31 |
| 54 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 3,250 | $402.9K | 0.15% | 2025-12-31 |
| 55 | Etesian Wealth Advisors, Inc. | 3,250 | $402.8K | 0.15% | 2025-12-31 |
| 56 | ALBION FINANCIAL GROUP /UT | 3,200 | $396.6K | 0.14% | 2025-12-31 |
| 57 | Spire Wealth Management | 3,051 | $378.1K | 0.14% | 2025-12-31 |
| 58 | INTERACTIVE FINANCIAL ADVISORS, INC. | 2,859 | $354.5K | 0.13% | 2025-12-31 |
| 59 | VestGen Advisors, LLC | 2,844 | $352.4K | 0.13% | 2025-09-30 |
| 60 | Quantinno Capital Management LP | 2,830 | $350.8K | 0.13% | 2025-12-31 |
| 61 | Kathmere Capital Management, LLC | 2,797 | $346.7K | 0.13% | 2025-12-31 |
| 62 | CreativeOne Wealth, LLC | 2,758 | $341.8K | 0.12% | 2025-12-31 |
| 63 | Blue Oak Capital, LLC | 2,874 | $328.0K | 0.13% | 2025-06-30 |
| 64 | Intrua Financial, LLC | 2,630 | $326.0K | 0.12% | 2025-12-31 |
| 65 | Focus Financial Network, Inc. | 2,328 | $288.5K | 0.10% | 2025-12-31 |
| 66 | AMERIPRISE FINANCIAL INC | 2,216 | $274.7K | 0.10% | 2025-12-31 |
| 67 | Kestra Advisory Services, LLC | 2,168 | $268.8K | 0.10% | 2025-12-31 |
| 68 | MGO ONE SEVEN LLC | 2,010 | $249.1K | 0.09% | 2025-12-31 |
| 69 | B. Riley Wealth Advisors, Inc. | 2,075 | $248.3K | 0.09% | 2024-12-31 |
| 70 | TRUIST FINANCIAL CORP | 2,000 | $247.9K | 0.09% | 2025-12-31 |
| 71 | ENVESTNET ASSET MANAGEMENT INC | 1,882 | $233.2K | 0.08% | 2025-09-30 |
| 72 | Virtue Capital Management, LLC | 1,916 | $220.4K | 0.08% | 2025-03-31 |
| 73 | Rockefeller Capital Management L.P. | 1,672 | $207.3K | 0.07% | 2025-12-31 |
| 74 | Aptus Capital Advisors, LLC | 1,631 | $202.2K | 0.07% | 2025-12-31 |
| 75 | GTS SECURITIES LLC | 1,629 | $201.9K | 0.07% | 2025-12-31 |
| 76 | Birchwood Financial Partners, Inc. | 1,529 | $189.5K | 0.07% | 2025-12-31 |
| 77 | Continuum Advisory, LLC | 1,571 | $181.0K | 0.07% | 2025-03-31 |
| 78 | Royal Bank of Canada | 1,286 | $159.0K | 0.05% | 2025-12-31 |
| 79 | MAI Capital Management | 1,256 | $155.6K | 0.05% | 2025-12-31 |
| 80 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,042 | $129.2K | 0.04% | 2025-12-31 |
| 81 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 948 | $117.5K | 0.04% | 2025-12-31 |
| 82 | Advisory Services Network, LLC | 928 | $115.0K | 0.04% | 2025-09-30 |
| 83 | Ameritas Advisory Services, LLC | 890 | $105.2K | 0.04% | 2025-06-30 |
| 84 | CIBC Private Wealth Group LLC | 731 | $90.6K | 0.03% | 2025-12-31 |
| 85 | HUNTINGTON NATIONAL BANK | 700 | $86.8K | 0.03% | 2025-12-31 |
| 86 | PRIVATE TRUST CO NA | 575 | $71.3K | 0.02% | 2025-12-31 |
| 87 | Horizon Investments, LLC | 500 | $62.0K | 0.02% | 2025-12-31 |
| 88 | Arlington Trust Co LLC | 500 | $62.0K | 0.02% | 2025-09-30 |
| 89 | Geneos Wealth Management Inc. | 410 | $50.8K | 0.01% | 2025-12-31 |
| 90 | Harbor Asset Planning, Inc. | 393 | $48.7K | 0.01% | 2025-12-31 |
| 91 | AMERIFLEX GROUP, INC. | 373 | $43.8K | 0.01% | 2025-06-30 |
| 92 | PRINCIPAL SECURITIES, INC. | 352 | $43.6K | 0.01% | 2025-09-30 |
| 93 | US BANCORP \DE\ | 275 | $32.5K | 0.01% | 2025-06-30 |
| 94 | PNC Financial Services Group, Inc. | 209 | $24.7K | 0.00% | 2025-06-30 |
| 95 | HARBOUR INVESTMENTS, INC. | 137 | $17.0K | 0.00% | 2025-12-31 |
| 96 | COMERICA BANK | 121 | $15.0K | 0.00% | 2025-12-31 |
| 97 | Qube Research & Technologies Ltd | 84 | $10.4K | 0.00% | 2025-12-31 |
| 98 | Global Retirement Partners, LLC | 71 | $8.9K | 0.00% | 2025-12-31 |
| 99 | Wagner Wealth Management, LLC | 56 | $6.9K | 0.00% | 2025-12-31 |
| 100 | Capital Investment Advisory Services, LLC | 53 | $6.6K | 0.00% | 2025-09-30 |
| 101 | Paladin Advisory Group, LLC | 47 | $5.6K | 0.00% | 2025-06-30 |
| 102 | Nova Wealth Management, Inc. | 33 | $4.1K | 0.00% | 2025-12-31 |
| 103 | Cambridge Investment Research Advisors, Inc. | 20,739 | $2.6K | 0.96% | 2025-12-31 |
| 104 | FOSTER & MOTLEY INC | 3,543 | $439 | 0.16% | 2025-12-31 |
| 105 | IFP Advisors, Inc | 3 | $372 | 0.00% | 2025-12-31 |
| 106 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | $127 | 0.00% | 2025-12-31 |
| 107 | CWM, LLC | 902 | $112 | 0.04% | 2025-12-31 |
| 108 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |