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

J P MORGAN EXCHANGE TRADED F

JADE
Institutions
24
Combined AUM (Q2 2026)
$26.3M
Combined Shares (Q2 2026)
330,044
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+75,345
15 · 9 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-48,705
10 · 4 Exit · ≈
⚖️ Net
+26,640
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$26.3M
Institutions
24
New Buys
9
Adds
6
Reduces
6
Exits
4
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JPMORGAN CHASE & CO
<0.01%<0.01%#15$10.1M127,630$9.4M146,645-19,015-12.97%Reduce
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#11$2.7M34,376$2.3M34,454-78-0.23%Reduce
ASSETMARK, INC
<0.01%<0.01%#9$2.5M31,584$2.1M32,081-497-1.55%Reduce
ROYAL BANK OF CANADA
<0.01%#16$1.9M23,898$00+23,898New Buy
Advisory Alpha, LLC
0.04%0.02%#7$1.5M18,100$553,4518,350+9,750+116.77%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#19$1.4M17,195$627,0899,461+7,734+81.75%Add
Cooper Financial Group
0.1%0.09%#4$1.2M14,948$848,86712,807+2,141+16.72%Add
ECLECTIC ASSOCIATES INC /ADV
0.11%#3$959,99011,981$00+11,981New Buy
Vantus Wealth LLC
0.44%#1$814,80110,169$00+10,169New Buy
Advyzon Investment Management, LLC
0.06%0.06%#5$776,1009,686$672,49210,146-460-4.53%Reduce
5T Wealth, LLC
0.22%0.19%#2$596,4307,443$480,2547,246+197+2.72%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#12$446,0615,567$372,7015,623-56-1.00%Reduce
OLD MISSION CAPITAL LLC
0.01%0.03%#8$372,9864,655$1.7M25,460-20,805-81.72%Reduce
Farther Finance Advisors, LLC
<0.01%#10$364,8944,554$00+4,554New Buy
Integrated Wealth Concepts LLC
<0.01%<0.01%#13$355,1994,433$200,6343,027+1,406+46.45%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#20$223,2312,786$00+2,786New Buy
MORGAN STANLEY
<0.01%#24$32,050400$00+400New Buy
UBS Group AG
<0.01%#23$14,182177$00+177New Buy
Global Retirement Partners, LLC
<0.01%#18$10,577132$00+132New Buy
3Chopt Investment Partners, LLC
<0.01%<0.01%#14$8,814110$7,158108+2+1.85%Add
LGT Financial Advisors LLC
0.04%0.03%#6$8,253103$6,82710300.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$5,44968$4,5076800.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#17$2,48431$2,0553100.00%Unchanged
Federation des caisses Desjardins du Quebec
<0.01%#22$1,44218$00+18New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow