13FBOX
J P MORGAN EXCHANGE TRADED F · 13F Institutional Holdings
Options Calculator Rankings
J

J P MORGAN EXCHANGE TRADED F

BBCB
Institutions
30
Combined AUM (Q2 2026)
$26.8M
Combined Shares (Q2 2026)
590,724
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+65,968
16 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-22,194
8 · 1 Exit · ≈
⚖️ Net
+43,774
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$26.8M
Institutions
30
New Buys
3
Adds
13
Reduces
7
Exits
1
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JMAC ENTERPRISES LLC
0.75%0.76%#1$4.4M97,770$4.0M87,928+9,842+11.19%Add
MORGAN STANLEY
<0.01%<0.01%#18$3.9M85,258$2.8M59,923+25,335+42.28%Add
LPL Financial LLC
<0.01%<0.01%#15$2.9M64,814$2.9M64,213+601+0.94%Add
Janney Montgomery Scott LLC
<0.01%0.01%#9$2.4M53,546$2.2M49,162+4,384+8.92%Add
Vestmark Advisory Solutions, Inc.
0.02%0.02%#7$2.2M48,949$2.2M48,94900.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#21$2.2M47,521$1.9M41,282+6,239+15.11%Add
SMART Wealth LLC
0.4%0.59%#2$1.9M41,371$2.0M44,344-2,973-6.70%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#22$1.7M36,820$1.2M26,907+9,913+36.84%Add
Independent Wealth Network Inc.
0.23%0.26%#4$915,00220,188$889,40819,612+576+2.94%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#24$845,48518,654$944,00620,816-2,162-10.39%Reduce
Cerity Partners LLC
<0.01%<0.01%#11$768,65716,959$872,38319,237-2,278-11.84%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#20$573,70612,658$503,00411,092+1,566+14.12%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#23$496,53510,955$496,80910,95500.00%Unchanged
Midwestern Financial, LLC /IA
0.28%0.46%#3$393,7648,688$584,46212,888-4,200-32.59%Reduce
CreativeOne Wealth, LLC
0.01%0.01%#8$385,6618,509$551,95512,171-3,662-30.09%Reduce
Cetera Investment Advisers
<0.01%<0.01%#16$314,6566,943$307,0016,770+173+2.56%Add
Windsor Capital Management, LLC
0.07%#5$250,2825,522$00+5,522New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#14$89,7891,981$31,231692+1,289+186.27%Add
IFP Advisors, Inc
<0.01%<0.01%#12$49,3581,089$41,495915+174+19.02%Add
AdvisorNet Financial, Inc
<0.01%<0.01%#10$47,7721,054$47,7991,05400.00%Unchanged
MassMutual Private Wealth & Trust, FSB
<0.01%<0.01%#13$29,597653$43,309955-302-31.62%Reduce
Capital Analysts, LLC
<0.01%<0.01%#17$12,056266$1,00025+241+964.00%Add
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#19$9,065200$8,526188+12+6.38%Add
LGT Financial Advisors LLC
0.04%0.04%#6$7,297161$7,30116100.00%Unchanged
UBS Group AG
<0.01%<0.01%#29$3,21871$8,753193-122-63.21%Reduce
WELLS FARGO & COMPANY/MN
<0.01%#29$2,53356$00+56New Buy
Integrated Wealth Concepts LLC
<0.01%#26$2,03145$00+45New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#28$86119$8621900.00%Unchanged
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#27$912$91200.00%Unchanged
FWL INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#25$912$91200.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow