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

J P MORGAN EXCHANGE TRADED F

BBSC
Institutions
28
Combined AUM (Q2 2026)
$554.5M
Combined Shares (Q2 2026)
6.1M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+24,224
12 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
16 · 4 Exit · ≈
⚖️ Net
-1.1M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$554.5M
Institutions
28
New Buys
4
Adds
8
Reduces
12
Exits
4
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JPMORGAN CHASE & CO
0.03%0.03%#6$521.3M5.7M$488.0M6.7M-997,994-14.87%Reduce
Janney Montgomery Scott LLC
0.02%0.02%#8$10.9M118,259$9.6M127,594-9,335-7.32%Reduce
LPL Financial LLC
<0.01%<0.01%#15$7.0M75,865$5.7M76,226-361-0.47%Reduce
IAG Wealth Partners, LLC
0.62%0.57%#1$6.3M68,553$5.1M67,456+1,097+1.63%Add
Financial Engines Advisors L.L.C.
<0.01%<0.01%#13$2.0M21,534$1.6M21,331+203+0.95%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$1.4M15,561$1.1M14,932+629+4.21%Add
FLOW TRADERS U.S. LLC
0.05%0.09%#4$1.2M13,250$2.9M38,166-24,916-65.28%Reduce
CITADEL ADVISORS LLC
<0.01%#20$893,7929,731$00+9,731New Buy
MORGAN STANLEY
<0.01%#22$827,0499,004$00+9,004New Buy
Perigon Wealth Management, LLC
0.01%0.01%#10$567,9306,183$456,8606,086+97+1.59%Add
Triad Wealth Partners, LLC
0.02%0.03%#7$393,3464,329$333,9004,448-119-2.68%Reduce
MGO ONE SEVEN LLC
0.01%0.01%#12$373,5554,067$306,8434,087-20-0.49%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#26$301,0843,278$1.7M22,166-18,888-85.21%Reduce
Elevation Wealth Management LLC
0.2%0.21%#2$263,0622,864$225,2453,001-137-4.57%Reduce
SUTTON PLACE INVESTORS LLC
0.11%0.11%#3$234,4012,552$200,0492,665-113-4.24%Reduce
Ascent Group, LLC
0.01%#11$229,7172,501$00+2,501New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#21$111,6901,216$34,005453+763+168.43%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#18$81,930892$67,259896-4-0.45%Reduce
Key FInancial Inc
0.01%0.01%#9$63,560692$51,94569200.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#16$50,058545$123,5651,646-1,101-66.89%Reduce
UBS Group AG
<0.01%<0.01%#27$37,383407$27,249363+44+12.12%Add
FMR LLC
<0.01%<0.01%#28$12,313134$3004+130+3,250.00%Add
LGT Financial Advisors LLC
0.05%0.03%#5$8,51893$6,57188+5+5.68%Add
IFP Advisors, Inc
<0.01%<0.01%#19$8,35891$6,90692-1-1.09%Reduce
Ascentis Independent Advisors
<0.01%<0.01%#17$3,82851$3,8285100.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#23$3,64840$3,0194000.00%Unchanged
Global Retirement Partners, LLC
<0.01%#24$1,83720$00+20New Buy
Spire Wealth Management
<0.01%<0.01%#25$91910$7511000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow