CUSIP 46654Q104
J P MORGAN EXCHANGE TRADED F
80 institutions · $636.7M total · 13,409,208 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 10,411,785 | $501.7M | 77.64% | 2025-12-31 |
| 2 | GOLDMAN SACHS GROUP INC | 563,353 | $27.1M | 4.20% | 2025-12-31 |
| 3 | OXFORD FINANCIAL GROUP LTD | 268,383 | $12.9M | 2.00% | 2025-12-31 |
| 4 | MAI Capital Management | 263,032 | $12.7M | 1.96% | 2025-12-31 |
| 5 | Halpern Financial, Inc. | 224,635 | $10.8M | 1.67% | 2024-09-30 |
| 6 | LPL Financial LLC | 138,403 | $6.7M | 1.03% | 2025-12-31 |
| 7 | UBS Group AG | 134,177 | $6.5M | 1.00% | 2025-12-31 |
| 8 | RAYMOND JAMES FINANCIAL INC | 117,034 | $5.6M | 0.87% | 2025-12-31 |
| 9 | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 95,847 | $4.6M | 0.71% | 2025-12-31 |
| 10 | JANE STREET GROUP, LLC | 90,281 | $4.4M | 0.67% | 2025-12-31 |
| 11 | Private Advisor Group, LLC | 70,200 | $3.4M | 0.52% | 2025-12-31 |
| 12 | SAGE RHINO CAPITAL LLC | 60,279 | $2.9M | 0.44% | 2025-12-31 |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 56,079 | $2.7M | 0.41% | 2025-12-31 |
| 14 | Balanced Rock Investment Advisors LLC | 51,658 | $2.5M | 0.38% | 2025-12-31 |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 46,189 | $2.2M | 0.34% | 2025-12-31 |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 45,157 | $2.2M | 0.33% | 2025-12-31 |
| 17 | KAVAR CAPITAL PARTNERS GROUP, LLC | 43,963 | $2.1M | 0.32% | 2025-06-30 |
| 18 | MML INVESTORS SERVICES, LLC | 42,390 | $2.0M | 0.31% | 2025-12-31 |
| 19 | CITADEL ADVISORS LLC | 40,889 | $2.0M | 0.30% | 2025-12-31 |
| 20 | WILEY BROS.-AINTREE CAPITAL, LLC | 40,202 | $1.9M | 0.29% | 2025-12-31 |
| 21 | AE Wealth Management LLC | 34,431 | $1.7M | 0.25% | 2025-12-31 |
| 22 | Integrated Wealth Concepts LLC | 34,232 | $1.6M | 0.25% | 2025-12-31 |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 29,843 | $1.4M | 0.22% | 2025-12-31 |
| 24 | Equitable Holdings, Inc. | 25,369 | $1.2M | 0.18% | 2025-12-31 |
| 25 | STIFEL FINANCIAL CORP | 22,284 | $1.1M | 0.16% | 2025-12-31 |
| 26 | Clear Creek Financial Management, LLC | 22,220 | $1.1M | 0.16% | 2025-12-31 |
| 27 | JONES FINANCIAL COMPANIES LLLP | 21,526 | $1.0M | 0.16% | 2025-12-31 |
| 28 | Cetera Investment Advisers | 21,365 | $1.0M | 0.15% | 2025-12-31 |
| 29 | OPPENHEIMER & CO INC | 16,400 | $790.3K | 0.12% | 2025-12-31 |
| 30 | Citizens Financial Group Inc/RI | 14,144 | $683.7K | 0.10% | 2025-12-31 |
| 31 | Bill Few Associates, Inc. | 13,417 | $646.6K | 0.10% | 2025-12-31 |
| 32 | CIBC WORLD MARKET INC. | 12,070 | $581.7K | 0.09% | 2025-12-31 |
| 33 | Stone Point Wealth LLC | 12,677 | $573.0K | 0.09% | 2023-12-31 |
| 34 | Brinker Capital Investments, LLC | 11,739 | $565.7K | 0.08% | 2025-12-31 |
| 35 | Atria Investments, Inc | 10,860 | $529.8K | 0.08% | 2025-09-30 |
| 36 | Lido Advisors, LLC | 9,526 | $461.9K | 0.07% | 2025-12-31 |
| 37 | HighTower Advisors, LLC | 9,362 | $451.2K | 0.06% | 2025-12-31 |
| 38 | Resources Investment Advisors, LLC. | 9,251 | $418.1K | 0.06% | 2023-12-31 |
| 39 | Cetera Advisor Networks LLC | 8,232 | $385.8K | 0.06% | 2024-03-31 |
| 40 | Atria Wealth Solutions, Inc. | 7,779 | $375.3K | 0.05% | 2025-06-30 |
| 41 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 6,911 | $312.4K | 0.05% | 2023-12-31 |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,688 | $312.3K | 0.04% | 2024-06-30 |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,465 | $311.1K | 0.04% | 2025-03-31 |
| 44 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6,102 | $294.1K | 0.04% | 2025-12-31 |
| 45 | J.W. COLE ADVISORS, INC. | 5,220 | $251.6K | 0.03% | 2025-12-31 |
| 46 | Coastal Investment Advisors, Inc. | 5,126 | $239.3K | 0.03% | 2024-06-30 |
| 47 | OLYMPUS WEALTH MANAGEMENT, LLC | 4,763 | $229.8K | 0.03% | 2025-06-30 |
| 48 | WealthTrak Capital Management LLC | 4,752 | $229.3K | 0.03% | 2025-06-30 |
| 49 | Gradient Capital Advisors, LLC | 4,152 | $200.3K | 0.03% | 2025-06-30 |
| 50 | Collier Financial | 3,467 | $167.1K | 0.02% | 2025-12-31 |
| 51 | Avalon Trust Co | 2,366 | $115.4K | 0.01% | 2025-09-30 |
| 52 | MORGAN STANLEY | 1,838 | $88.6K | 0.01% | 2025-12-31 |
| 53 | Royal Bank of Canada | 1,009 | $49.0K | 0.00% | 2025-12-31 |
| 54 | BANK OF MONTREAL /CAN/ | 1,000 | $48.1K | 0.00% | 2024-09-30 |
| 55 | Mainstream Capital Management LLC | 706 | $33.0K | 0.00% | 2024-12-31 |
| 56 | IAG Wealth Partners, LLC | 650 | $30.4K | 0.00% | 2024-06-30 |
| 57 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 523 | $25.2K | 0.00% | 2025-12-31 |
| 58 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 550 | $24.9K | 0.00% | 2023-12-31 |
| 59 | Ancora Advisors, LLC | 315 | $15.2K | 0.00% | 2025-12-31 |
| 60 | Clarity Asset Management, Inc. | 255 | $12.3K | 0.00% | 2025-12-31 |
| 61 | OARSMAN CAPITAL, INC. | 240 | $11.3K | 0.00% | 2024-12-31 |
| 62 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 98,533 | $4.6K | 0.73% | 2024-03-31 |
| 63 | Geneos Wealth Management Inc. | 66 | $3.2K | 0.00% | 2025-12-31 |
| 64 | Bank & Trust Co | 66 | $3.2K | 0.00% | 2025-12-31 |
| 65 | FMR LLC | 51 | $2.4K | 0.00% | 2023-09-30 |
| 66 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | $2.0K | 0.00% | 2025-06-30 |
| 67 | Triumph Capital Management | 41 | $2.0K | 0.00% | 2025-12-31 |
| 68 | Global Retirement Partners, LLC | 37 | $1.8K | 0.00% | 2025-12-31 |
| 69 | POM Investment Strategies, LLC | 36 | $1.7K | 0.00% | 2025-12-31 |
| 70 | Cambridge Investment Research Advisors, Inc. | 29,087 | $1.3K | 0.21% | 2023-12-31 |
| 71 | WELLS FARGO & COMPANY/MN | 23 | $1.1K | 0.00% | 2024-09-30 |
| 72 | FLOW TRADERS U.S. LLC | 20,603 | $993 | 0.15% | 2025-12-31 |
| 73 | Capital Analysts, LLC | 18,603 | $896 | 0.13% | 2025-12-31 |
| 74 | CWM, LLC | 11,061 | $533 | 0.08% | 2025-12-31 |
| 75 | KB FINANCIAL PARTNERS, LLC | 9,099 | $411 | 0.06% | 2023-12-31 |
| 76 | Sound Income Strategies, LLC | 8 | $386 | 0.00% | 2025-12-31 |
| 77 | CENTAURUS FINANCIAL, INC. | 4,449 | $201 | 0.03% | 2023-12-31 |
| 78 | Householder Group Estate & Retirement Specialist, LLC | 3,642 | $174 | 0.02% | 2024-09-30 |
| 79 | Bogart Wealth, LLC | 0 | $1 | 0.00% | 2025-12-31 |
| 80 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |