JPEF institutional holders

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

Managers holding121
Shares held14,051,351
Reported value$1.1bn
Quarter flows15 new, 47 added, 42 trimmed, 19 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Avantax Planning Partners, Inc.1,924,120$154.6m3.8%
RAYMOND JAMES FINANCIAL INC1,823,280$146.5m0.0%
LPL Financial LLC1,432,378$115.1m0.0%
Cetera Investment Advisers1,343,883$108.0m0.1%
MML INVESTORS SERVICES, LLC617,646$49.6m0.1%
MORGAN STANLEY600,496$48.2m0.0%
COMMONWEALTH EQUITY SERVICES, LLC563,226$45.2m0.1%
JONES FINANCIAL COMPANIES LLLP552,306$43.5m0.0%
OSAIC HOLDINGS, INC.438,377$35.2m0.0%
Stratos Wealth Partners, LTD.360,268$28.9m0.3%
Leverty Financial Group, LLC345,623$27.8m5.4%
WELLS FARGO & COMPANY/MN298,799$24.0m0.0%
Beaumont Financial Advisors, LLC285,193$22.9m1.5%
Balance Wealth Partners LLC274,373$22.0m5.9%
ROYAL BANK OF CANADA236,466$19.0m0.0%
JPMORGAN CHASE & CO226,959$18.1m0.0%
MONECO ADVISORS, LLC190,357$15.3m0.9%
Kestra Advisory Services, LLC140,979$11.3m0.0%
COZAD ASSET MANAGEMENT INC133,507$10.7m0.7%
NOVEM GROUP128,961$10.4m1.0%
Cambridge Investment Research Advisors, Inc.127,692$10.3m0.0%
AlphaCore Capital LLC124,528$10.0m0.2%
MAGNOLIA CAPITAL ADVISORS LLC121,565$9.8m1.7%
Crestwood Advisors Group, LLC119,383$9.6m0.1%
LEVEL FOUR ADVISORY SERVICES, LLC100,760$8.1m0.2%

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

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