CUSIP 46641Q753
J P MORGAN EXCHANGE TRADED F
160 institutions · $472.8M total · 10,967,761 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CAPTRUST FINANCIAL ADVISORS | 1,184,445 | $58.1M | 10.79% | 2025-12-31 |
| 2 | COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,206,529 | $57.3M | 11.00% | 2025-09-30 |
| 3 | Avidian Wealth Enterprises, LLC | 1,036,358 | $50.9M | 9.44% | 2025-12-31 |
| 4 | LPL Financial LLC | 653,170 | $32.1M | 5.95% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 509,860 | $25.0M | 4.64% | 2025-12-31 |
| 6 | Cerity Partners LLC | 501,719 | $24.6M | 4.57% | 2025-12-31 |
| 7 | Goodman Advisory Group, LLC | 398,231 | $19.5M | 3.63% | 2025-12-31 |
| 8 | Mainsail Financial Group, LLC | 381,712 | $18.7M | 3.48% | 2025-12-31 |
| 9 | JPMORGAN CHASE & CO | 199,701 | $9.8M | 1.82% | 2025-12-31 |
| 10 | Apeiron RIA LLC | 183,862 | $9.4M | 1.67% | 2025-12-31 |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 175,181 | $8.6M | 1.59% | 2025-12-31 |
| 12 | Cetera Investment Advisers | 169,545 | $8.3M | 1.54% | 2025-12-31 |
| 13 | COLUMBIA ADVISORY PARTNERS LLC | 163,464 | $8.0M | 1.49% | 2025-12-31 |
| 14 | Defined Financial Planning LLC | 155,620 | $7.5M | 1.41% | 2025-09-30 |
| 15 | Planned Solutions, Inc. | 145,416 | $7.1M | 1.32% | 2025-12-31 |
| 16 | OSAIC HOLDINGS, INC. | 143,863 | $7.1M | 1.31% | 2025-12-31 |
| 17 | Orion Porfolio Solutions, LLC | 141,350 | $6.9M | 1.28% | 2025-12-31 |
| 18 | Kathmere Capital Management, LLC | 136,936 | $6.7M | 1.24% | 2025-12-31 |
| 19 | Mariner, LLC | 133,121 | $6.5M | 1.21% | 2025-12-31 |
| 20 | Atria Investments, Inc | 126,322 | $6.2M | 1.15% | 2025-12-31 |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 104,835 | $5.1M | 0.95% | 2025-12-31 |
| 22 | RAYMOND JAMES FINANCIAL INC | 100,072 | $4.9M | 0.91% | 2025-12-31 |
| 23 | MORGAN STANLEY | 96,333 | $4.7M | 0.87% | 2025-12-31 |
| 24 | GOLDMAN SACHS GROUP INC | 83,089 | $4.1M | 0.75% | 2025-12-31 |
| 25 | INTRUST BANK NA | 66,660 | $3.3M | 0.60% | 2025-12-31 |
| 26 | Confluence Wealth Services, Inc. | 52,039 | $2.6M | 0.47% | 2025-12-31 |
| 27 | EP Wealth Advisors, LLC | 50,225 | $2.5M | 0.45% | 2025-12-31 |
| 28 | Envestnet Portfolio Solutions, Inc. | 47,789 | $2.3M | 0.43% | 2025-12-31 |
| 29 | FIRST CITIZENS BANK & TRUST CO | 47,778 | $2.3M | 0.43% | 2025-12-31 |
| 30 | DAYMARK WEALTH PARTNERS, LLC | 46,699 | $2.3M | 0.42% | 2025-12-31 |
| 31 | Crossmark Global Holdings, Inc. | 46,850 | $2.2M | 0.42% | 2025-09-30 |
| 32 | Fifth Third Securities, Inc. | 42,933 | $2.1M | 0.39% | 2025-12-31 |
| 33 | BOYUM WEALTH ARCHITECTS LLC | 40,495 | $2.1M | 0.36% | 2025-12-31 |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 39,091 | $2.0M | 0.35% | 2025-12-31 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,283 | $2.0M | 0.36% | 2025-12-31 |
| 36 | Sigma Planning Corp | 39,762 | $2.0M | 0.36% | 2025-12-31 |
| 37 | Gallacher Capital Management LLC | 39,454 | $1.9M | 0.35% | 2025-12-31 |
| 38 | SAGESPRING WEALTH PARTNERS, LLC | 31,552 | $1.5M | 0.28% | 2025-12-31 |
| 39 | 5T Wealth, LLC | 31,030 | $1.5M | 0.28% | 2025-12-31 |
| 40 | Integrated Wealth Concepts LLC | 30,150 | $1.5M | 0.27% | 2025-12-31 |
| 41 | Ashton Thomas Private Wealth, LLC | 29,773 | $1.5M | 0.27% | 2025-12-31 |
| 42 | Jaffetilchin Investment Partners, LLC | 27,565 | $1.4M | 0.25% | 2025-12-31 |
| 43 | Cobblestone Asset Management LLC | 25,747 | $1.3M | 0.23% | 2025-12-31 |
| 44 | CARY STREET PARTNERS FINANCIAL LLC | 24,762 | $1.2M | 0.22% | 2025-12-31 |
| 45 | B. Riley Wealth Advisors, Inc. | 24,487 | $1.2M | 0.22% | 2025-12-31 |
| 46 | NewEdge Advisors, LLC | 24,481 | $1.2M | 0.22% | 2025-12-31 |
| 47 | Cresset Asset Management, LLC | 24,405 | $1.2M | 0.22% | 2025-12-31 |
| 48 | Blue Trust, Inc. | 22,028 | $1.1M | 0.20% | 2025-12-31 |
| 49 | CIBC Private Wealth Group LLC | 21,149 | $1.0M | 0.19% | 2025-12-31 |
| 50 | Gateway Wealth Partners, LLC | 20,934 | $1.0M | 0.19% | 2025-12-31 |
| 51 | HighTower Advisors, LLC | 20,531 | $1.0M | 0.18% | 2025-12-31 |
| 52 | CIBC Bancorp USA Inc. | 20,896 | $992.6K | 0.19% | 2025-09-30 |
| 53 | MAI Capital Management | 19,350 | $949.7K | 0.17% | 2025-12-31 |
| 54 | MN Wealth Advisors, LLC | 18,802 | $922.8K | 0.17% | 2025-12-31 |
| 55 | HUB Investment Partners, LLC | 18,042 | $885.5K | 0.16% | 2025-12-31 |
| 56 | SCS Capital Management LLC | 17,721 | $869.8K | 0.16% | 2025-12-31 |
| 57 | Retirement Planning Group, LLC | 16,464 | $808.1K | 0.15% | 2025-12-31 |
| 58 | Miracle Mile Advisors, LLC | 15,638 | $767.5K | 0.14% | 2025-12-31 |
| 59 | Blue Oak Capital, LLC | 17,482 | $724.1K | 0.15% | 2025-06-30 |
| 60 | Royal Bank of Canada | 14,503 | $712.0K | 0.13% | 2025-12-31 |
| 61 | Addison Advisors LLC | 14,075 | $690.8K | 0.12% | 2025-12-31 |
| 62 | Federation des caisses Desjardins du Quebec | 13,832 | $678.9K | 0.12% | 2025-12-31 |
| 63 | Private Advisor Group, LLC | 13,792 | $676.9K | 0.12% | 2025-12-31 |
| 64 | CITADEL ADVISORS LLC | 14,183 | $673.7K | 0.12% | 2025-09-30 |
| 65 | GTS SECURITIES LLC | 13,413 | $658.3K | 0.12% | 2025-12-31 |
| 66 | Regal Investment Advisors LLC | 12,077 | $592.7K | 0.11% | 2025-12-31 |
| 67 | Patten Group, Inc. | 11,838 | $581.0K | 0.10% | 2025-12-31 |
| 68 | Soltis Investment Advisors LLC | 11,617 | $570.2K | 0.10% | 2025-12-31 |
| 69 | MBL Wealth, LLC | 11,000 | $539.9K | 0.10% | 2025-12-31 |
| 70 | Howard Capital Management Inc. | 10,763 | $528.2K | 0.09% | 2025-12-31 |
| 71 | Ameritas Advisory Services, LLC | 10,899 | $482.1K | 0.09% | 2025-06-30 |
| 72 | Arkadios Wealth Advisors | 9,788 | $480.4K | 0.08% | 2025-12-31 |
| 73 | Acropolis Investment Management, LLC | 9,885 | $437.2K | 0.09% | 2025-09-30 |
| 74 | ENVESTNET ASSET MANAGEMENT INC | 8,562 | $420.2K | 0.07% | 2025-12-31 |
| 75 | Barnes Wealth Management Group, Inc | 8,057 | $395.4K | 0.07% | 2025-12-31 |
| 76 | Alesco Advisors LLC | 8,035 | $394.4K | 0.07% | 2025-12-31 |
| 77 | Perigon Wealth Management, LLC | 7,998 | $392.5K | 0.07% | 2025-12-31 |
| 78 | TRUIST FINANCIAL CORP | 7,550 | $370.5K | 0.06% | 2025-12-31 |
| 79 | Auxano Advisors, LLC | 7,500 | $368.1K | 0.06% | 2025-12-31 |
| 80 | OneDigital Investment Advisors LLC | 7,321 | $359.3K | 0.06% | 2025-12-31 |
| 81 | COOPER/HAIMS ADVISORS, LLC | 7,295 | $358.0K | 0.06% | 2025-12-31 |
| 82 | CHILTON INVESTMENT CO INC. | 7,063 | $346.7K | 0.06% | 2025-12-31 |
| 83 | Capital Square, LLC | 6,495 | $318.8K | 0.05% | 2025-12-31 |
| 84 | American Trust | 6,401 | $314.2K | 0.05% | 2025-12-31 |
| 85 | RWA WEALTH PARTNERS, LLC | 6,386 | $313.4K | 0.05% | 2025-12-31 |
| 86 | Triad Wealth Partners, LLC | 6,366 | $312.4K | 0.05% | 2025-12-31 |
| 87 | AVANTAX ADVISORY SERVICES, INC. | 6,929 | $306.5K | 0.06% | 2025-06-30 |
| 88 | CoreCap Advisors, LLC | 6,169 | $302.8K | 0.05% | 2025-12-31 |
| 89 | Burk Holdings LLC | 5,956 | $292.3K | 0.05% | 2025-12-31 |
| 90 | Wealthspire Advisors, LLC | 5,853 | $287.3K | 0.05% | 2025-12-31 |
| 91 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,630 | $276.3K | 0.05% | 2025-12-31 |
| 92 | Kestra Advisory Services, LLC | 5,514 | $270.6K | 0.05% | 2025-12-31 |
| 93 | Advisory Services Network, LLC | 5,340 | $262.1K | 0.04% | 2025-12-31 |
| 94 | MML INVESTORS SERVICES, LLC | 5,226 | $256.5K | 0.04% | 2025-12-31 |
| 95 | NWF Advisory Services Inc. | 5,177 | $245.9K | 0.04% | 2025-09-30 |
| 96 | Goodwin Investment Advisory | 4,985 | $244.7K | 0.04% | 2025-12-31 |
| 97 | Spire Wealth Management | 4,966 | $243.7K | 0.04% | 2025-12-31 |
| 98 | MARINO, STRAM & ASSOCIATES LLC | 4,960 | $243.4K | 0.04% | 2025-12-31 |
| 99 | 3Chopt Investment Partners, LLC | 4,960 | $243.4K | 0.04% | 2025-12-31 |
| 100 | Equitable Holdings, Inc. | 4,876 | $239.3K | 0.04% | 2025-12-31 |
| 101 | BNB Wealth Management, LLC | 4,831 | $237.1K | 0.04% | 2025-12-31 |
| 102 | Accredited Investors Inc. | 4,800 | $235.6K | 0.04% | 2025-12-31 |
| 103 | Park Edge Advisors, LLC | 4,750 | $233.1K | 0.04% | 2025-12-31 |
| 104 | Modera Wealth Management, LLC | 4,867 | $231.2K | 0.04% | 2025-09-30 |
| 105 | Campbell Deegan Wealth Management, LLC | 4,688 | $230.1K | 0.04% | 2025-12-31 |
| 106 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4,580 | $224.8K | 0.04% | 2025-12-31 |
| 107 | Northwest Financial Advisors | 4,579 | $224.7K | 0.04% | 2025-12-31 |
| 108 | Strategic Blueprint, LLC | 4,545 | $223.1K | 0.04% | 2025-12-31 |
| 109 | AVAII WEALTH MANAGEMENT, LLC | 4,318 | $211.9K | 0.03% | 2025-12-31 |
| 110 | Anson Capital, Inc. | 4,316 | $211.8K | 0.03% | 2025-12-31 |
| 111 | Ascent Group, LLC | 4,307 | $211.4K | 0.03% | 2025-12-31 |
| 112 | Berger Financial Group, Inc | 4,278 | $210.0K | 0.03% | 2025-12-31 |
| 113 | FMR LLC | 4,136 | $203.0K | 0.03% | 2025-12-31 |
| 114 | TopTier Wealth Management, LLC | 4,084 | $200.4K | 0.03% | 2025-12-31 |
| 115 | Tower Research Capital LLC (TRC) | 3,640 | $172.9K | 0.03% | 2025-09-30 |
| 116 | COMERICA BANK | 2,866 | $140.7K | 0.02% | 2025-12-31 |
| 117 | Triumph Capital Management | 2,687 | $131.9K | 0.02% | 2025-12-31 |
| 118 | Geneos Wealth Management Inc. | 2,599 | $127.6K | 0.02% | 2025-12-31 |
| 119 | Lavaca Capital LLC | 2,573 | $126.3K | 0.02% | 2025-12-31 |
| 120 | Lodestone Wealth Management LLC | 2,023 | $99.3K | 0.01% | 2025-12-31 |
| 121 | Farther Finance Advisors, LLC | 1,558 | $76.5K | 0.01% | 2025-12-31 |
| 122 | Global Retirement Partners, LLC | 1,389 | $68.2K | 0.01% | 2025-12-31 |
| 123 | Qube Research & Technologies Ltd | 1,187 | $58.3K | 0.01% | 2025-12-31 |
| 124 | Park Place Capital Corp | 1,180 | $57.9K | 0.01% | 2025-12-31 |
| 125 | First Horizon Advisors, Inc. | 1,164 | $51.5K | 0.01% | 2025-06-30 |
| 126 | PRIVATE TRUST CO NA | 1,009 | $49.5K | 0.00% | 2025-12-31 |
| 127 | ASSETMARK, INC | 961 | $47.2K | 0.00% | 2025-12-31 |
| 128 | FIRST HORIZON CORP | 960 | $47.1K | 0.00% | 2025-12-31 |
| 129 | Greenline Wealth Management LLC | 906 | $44.5K | 0.00% | 2025-12-31 |
| 130 | IFP Advisors, Inc | 826 | $40.5K | 0.00% | 2025-12-31 |
| 131 | CWM, LLC | 797,213 | $39.1K | 7.26% | 2025-12-31 |
| 132 | TWIN PEAKS WEALTH ADVISORS, LLC | 778 | $35.4K | 0.00% | 2025-06-30 |
| 133 | UBS Group AG | 632 | $31.0K | 0.00% | 2025-12-31 |
| 134 | Realta Investment Advisors | 600 | $29.4K | 0.00% | 2025-12-31 |
| 135 | Aptus Capital Advisors, LLC | 578 | $28.4K | 0.00% | 2025-12-31 |
| 136 | Thrivent Financial for Lutherans | 436,091 | $21.6K | 3.97% | 2025-12-31 |
| 137 | GUARDIAN WEALTH ADVISORS, LLC / NC | 478 | $21.1K | 0.00% | 2025-06-30 |
| 138 | WELLS FARGO & COMPANY/MN | 407 | $20.0K | 0.00% | 2025-12-31 |
| 139 | ROTHSCHILD INVESTMENT LLC | 217 | $10.7K | 0.00% | 2025-12-31 |
| 140 | MV CAPITAL MANAGEMENT, INC. | 153 | $7.5K | 0.00% | 2025-12-31 |
| 141 | Steward Partners Investment Advisory, LLC | 143 | $7.0K | 0.00% | 2025-12-31 |
| 142 | Crewe Advisors LLC | 137 | $6.1K | 0.00% | 2025-06-30 |
| 143 | TOTAL INVESTMENT MANAGEMENT INC | 126 | $5.6K | 0.00% | 2025-06-30 |
| 144 | Greykasell Wealth Strategies, Inc. | 97 | $4.8K | 0.00% | 2025-12-31 |
| 145 | NATIONAL BANK OF CANADA /FI/ | 106 | $4.7K | 0.00% | 2025-06-30 |
| 146 | MPWM ADVISORY SOLUTIONS, LLC | 92 | $4.4K | 0.00% | 2025-09-30 |
| 147 | Allworth Financial LP | 87 | $4.3K | 0.00% | 2025-12-31 |
| 148 | Versant Capital Management, Inc | 46 | $2.3K | 0.00% | 2025-12-31 |
| 149 | ATWOOD & PALMER INC | 30 | $1.5K | 0.00% | 2025-12-31 |
| 150 | THOROUGHBRED FINANCIAL SERVICES, LLC | 28,989 | $1.4K | 0.26% | 2025-12-31 |
| 151 | Cambridge Investment Research Advisors, Inc. | 22,365 | $1.1K | 0.20% | 2025-12-31 |
| 152 | Root Financial Partners, LLC | 20 | $982 | 0.00% | 2025-12-31 |
| 153 | Russell Investments Group, Ltd. | 18 | $883 | 0.00% | 2025-12-31 |
| 154 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 17 | $834 | 0.00% | 2025-12-31 |
| 155 | Pinnacle Bancorp, Inc. | 10 | $475 | 0.00% | 2025-09-30 |
| 156 | Janney Montgomery Scott LLC | 7,764 | $381 | 0.07% | 2025-12-31 |
| 157 | Capital Analysts, LLC | 2,943 | $144 | 0.02% | 2025-12-31 |
| 158 | CITIGROUP INC | 1 | $49 | 0.00% | 2025-12-31 |
| 159 | Smartleaf Asset Management LLC | 0 | $17 | 0.00% | 2025-12-31 |
| 160 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |