CUSIP 46654Q591
J P MORGAN EXCHANGE TRADED F
51 institutions · $138.7M total · 2,668,869 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Royal Bank of Canada | 301,837 | $15.8M | 11.30% | 2025-12-31 |
| 2 | Security National Bank | 273,819 | $14.3M | 10.25% | 2025-12-31 |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | 258,570 | $13.5M | 9.68% | 2025-12-31 |
| 4 | Merit Financial Group, LLC | 244,147 | $12.8M | 9.14% | 2025-12-31 |
| 5 | FOUNDERS FINANCIAL SECURITIES LLC | 214,112 | $11.2M | 8.02% | 2025-12-31 |
| 6 | Mariner, LLC | 183,343 | $9.6M | 6.86% | 2025-12-31 |
| 7 | AMERIPRISE FINANCIAL INC | 162,056 | $8.5M | 6.07% | 2025-12-31 |
| 8 | Valmark Advisers, Inc. | 133,179 | $7.0M | 4.99% | 2025-12-31 |
| 9 | LPL Financial LLC | 127,323 | $6.7M | 4.77% | 2025-12-31 |
| 10 | Sterling Investment Advisors, Ltd. | 98,677 | $5.2M | 3.69% | 2025-12-31 |
| 11 | Cetera Investment Advisers | 80,404 | $4.2M | 3.01% | 2025-12-31 |
| 12 | OSAIC HOLDINGS, INC. | 77,682 | $4.1M | 2.91% | 2025-12-31 |
| 13 | JANE STREET GROUP, LLC | 74,047 | $3.9M | 2.77% | 2025-12-31 |
| 14 | Farther Finance Advisors, LLC | 70,788 | $3.7M | 2.65% | 2025-12-31 |
| 15 | Focus Partners Wealth | 52,561 | $2.7M | 1.96% | 2025-12-31 |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 38,122 | $2.0M | 1.42% | 2025-12-31 |
| 17 | StoneX Group Inc. | 35,282 | $1.8M | 1.32% | 2025-09-30 |
| 18 | Baird Financial Group, Inc. | 25,997 | $1.4M | 0.97% | 2025-12-31 |
| 19 | GREAT VALLEY ADVISOR GROUP, INC. | 25,253 | $1.3M | 0.94% | 2025-12-31 |
| 20 | Investment Partners Asset Management, Inc. | 23,508 | $1.2M | 0.88% | 2025-12-31 |
| 21 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 21,233 | $1.1M | 0.79% | 2025-12-31 |
| 22 | WELLS FARGO & COMPANY/MN | 19,894 | $1.0M | 0.74% | 2025-12-31 |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,615 | $815.7K | 0.58% | 2025-12-31 |
| 24 | Tradition Wealth Management, LLC | 11,997 | $626.7K | 0.44% | 2025-12-31 |
| 25 | Alaska Wealth Advisors | 10,478 | $547.4K | 0.39% | 2025-12-31 |
| 26 | JPMORGAN CHASE & CO | 10,294 | $537.8K | 0.38% | 2025-12-31 |
| 27 | Creative Planning | 7,876 | $411.4K | 0.29% | 2025-12-31 |
| 28 | RAYMOND JAMES FINANCIAL INC | 6,320 | $330.2K | 0.23% | 2025-12-31 |
| 29 | STIFEL FINANCIAL CORP | 5,744 | $300.1K | 0.21% | 2025-12-31 |
| 30 | MML INVESTORS SERVICES, LLC | 5,309 | $277.4K | 0.19% | 2025-12-31 |
| 31 | Bryn Mawr Trust Advisors, LLC | 5,057 | $264.2K | 0.18% | 2025-12-31 |
| 32 | Alaska Permanent Capital Management, LLC | 4,584 | $240.4K | 0.17% | 2025-12-31 |
| 33 | TCFG WEALTH MANAGEMENT, LLC | 4,623 | $239.0K | 0.17% | 2025-09-30 |
| 34 | Financially in Tune, LLC | 4,472 | $233.6K | 0.16% | 2025-12-31 |
| 35 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,339 | $227.6K | 0.16% | 2025-12-31 |
| 36 | Koshinski Asset Management, Inc. | 3,949 | $203.6K | 0.14% | 2025-09-30 |
| 37 | Focus Partners Advisor Solutions, LLC | 3,858 | $201.5K | 0.14% | 2025-12-31 |
| 38 | Kestra Advisory Services, LLC | 2,306 | $120.5K | 0.08% | 2025-12-31 |
| 39 | United Community Bank | 2,169 | $113.3K | 0.08% | 2025-12-31 |
| 40 | Marshall & Sterling Wealth Advisors Inc. | 1,584 | $81.7K | 0.05% | 2025-09-30 |
| 41 | IFP Advisors, Inc | 1,482 | $77.4K | 0.05% | 2025-12-31 |
| 42 | UBS Group AG | 279 | $14.6K | 0.01% | 2025-12-31 |
| 43 | MORGAN STANLEY | 269 | $14.1K | 0.01% | 2025-12-31 |
| 44 | FLAGSHIP HARBOR ADVISORS, LLC | 231 | $12.1K | 0.00% | 2025-12-31 |
| 45 | Longview Financial Advisors LLC | 226 | $11.8K | 0.00% | 2025-12-31 |
| 46 | Realta Investment Advisors | 146 | $7.6K | 0.00% | 2025-12-31 |
| 47 | WHITTIER TRUST CO OF NEVADA INC | 75 | $4.0K | 0.00% | 2025-12-31 |
| 48 | FMR LLC | 21 | $1.1K | 0.00% | 2025-09-30 |
| 49 | Strategic Wealth Advisors LLC | 5,052 | $263 | 0.18% | 2025-12-31 |
| 50 | Cambridge Investment Research Advisors, Inc. | 5,015 | $262 | 0.18% | 2025-12-31 |
| 51 | Capital Analysts, LLC | 3,665 | $191 | 0.13% | 2025-12-31 |