JMTG institutional holders

J P MORGAN EXCHANGE TRADED F · 13F, 2026Q2

Managers holding167
Shares held121,873,392
Reported value$6.2bn
Quarter flows21 new, 67 added, 54 trimmed, 23 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
JPMORGAN CHASE & CO47,687,106$2.4bn0.1%
BANK OF AMERICA CORP /DE/14,595,712$739.7m0.0%
NorthRock Partners, LLC8,082,572$409.6m5.9%
LPL Financial LLC4,681,551$237.3m0.1%
M&T Bank Corp4,519,915$229.1m0.7%
MORGAN STANLEY4,381,196$222.0m0.0%
Hamilton Capital, LLC3,845,227$194.9m9.6%
AMERIPRISE FINANCIAL INC3,503,450$177.5m0.0%
Acropolis Investment Management, LLC2,081,437$105.5m4.2%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,960,299$98.7m0.2%
JOHNSON INVESTMENT COUNSEL INC1,575,261$79.8m0.6%
BAILARD, INC.1,511,914$76.6m1.6%
Avalon Trust Co1,343,889$68.1m4.2%
HSBC HOLDINGS PLC967,948$49.1m0.0%
BlueStem Wealth Partners, LLC957,738$48.5m4.8%
Ocean Park Asset Management, LLC900,978$45.7m2.2%
First National Trust Co895,717$45.4m1.5%
Cambridge Investment Research Advisors, Inc.895,067$45.4m0.1%
OneDigital Investment Advisors LLC887,331$45.0m0.4%
Bill Few Associates, Inc.855,925$43.4m9.2%
Kestra Advisory Services, LLC825,355$41.8m0.1%
Goelzer Investment Management, Inc.807,941$40.9m1.8%
CAPTRUST FINANCIAL ADVISORS804,293$40.8m0.1%
Tortoise Investment Management, LLC705,007$35.7m2.7%
Focus Partners Wealth687,816$34.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("JMTG"). JMTG price history · All 13F data

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