JPRE institutional holders

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

Managers holding64
Shares held7,476,482
Reported value$397.8m
Quarter flows10 new, 23 added, 21 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
JPMORGAN CHASE & CO5,537,229$294.4m0.0%
National Philanthropic Trust255,407$13.3m0.2%
RAYMOND JAMES FINANCIAL INC219,739$11.5m0.0%
ECLECTIC ASSOCIATES INC /ADV198,949$10.4m1.2%
FIRST FOUNDATION ADVISORS197,518$10.3m0.4%
Anderson Financial Strategies, LLC158,021$8.4m4.4%
Beta Wealth Group, Inc.120,874$6.3m2.4%
OARSMAN CAPITAL, INC.107,800$5.6m0.6%
LPL Financial LLC97,193$5.1m0.0%
WELLS FARGO & COMPANY/MN70,245$3.7m0.0%
Cetera Investment Advisers55,677$2.9m0.0%
Medallion Wealth Advisors, LLC8,147$2.6m0.8%
CENTRAL TRUST Co34,244$1.8m0.0%
21 West Wealth Management LLC30,473$1.6m1.4%
Cambridge Investment Research Advisors, Inc.24,484$1.3m0.0%
ENVESTNET ASSET MANAGEMENT INC23,110$1.2m0.0%
One Capital Management, LLC24,426$1.2m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP22,345$1.2m0.0%
Orion Porfolio Solutions, LLC21,772$1.1m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21,416$1.1m0.0%
CITADEL ADVISORS LLC21,094$1.1m0.0%
SILVER OAK SECURITIES, INCORPORATED20,121$1.0m0.1%
Bill Few Associates, Inc.16,851$879,2850.2%
GOLDMAN SACHS GROUP INC16,261$848,4990.0%
Independence Asset Advisors, LLC14,605$762,1100.2%

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

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