JPIB institutional holders

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

Managers holding245
Shares held32,037,024
Reported value$1.5bn
Quarter flows31 new, 141 added, 58 trimmed, 22 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Avantax Planning Partners, Inc.2,518,715$121.8m3.0%
LPL Financial LLC1,698,263$82.1m0.0%
Rice Partnership, LLC1,625,600$78.6m9.5%
FSM Wealth Advisors, LLC1,379,133$66.7m7.1%
Hills Bank & Trust Co1,265,473$61.2m2.6%
BANK OF AMERICA CORP /DE/1,181,490$57.1m0.0%
HighTower Advisors, LLC991,898$48.0m0.0%
Parallel Advisors, LLC988,934$47.8m0.7%
Prime Capital Investment Advisors, LLC924,746$44.7m0.4%
RAYMOND JAMES FINANCIAL INC878,679$42.5m0.0%
Cetera Investment Advisers808,930$39.1m0.0%
MORGAN STANLEY569,467$27.5m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO567,754$27.5m0.0%
Goldstone Financial Group, LLC566,365$27.4m2.5%
Kestra Investment Management, LLC534,010$25.8m0.5%
Hughes Financial Services, LLC495,030$23.9m3.2%
Midwest Financial Partners Investments, Inc.482,644$23.3m9.7%
ENVESTNET ASSET MANAGEMENT INC456,577$22.1m0.0%
ForthRight Wealth Management, LLC455,739$22.0m5.6%
Apella Capital, LLC441,355$21.3m0.3%
KMG FIDUCIARY PARTNERS, LLC366,185$17.7m1.6%
Certified Advisory Corp364,814$17.6m1.4%
Peak Financial Management, Inc.357,597$17.3m4.0%
COMMONWEALTH EQUITY SERVICES, LLC325,000$15.7m0.0%
ADE, LLC306,297$14.8m6.3%

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

Get a free API keySee history bundlesDownload free samples