Institutional Ownership
J P Morgan Exchange Traded F
CUSIP 46641Q753US VALUE FACTRJVALQ1 2026
Institutional Holders
154
13F filers
Shares Held
10.90M
Aggregate institutional
Institutional Value
$509.02M
Q1 2026
Net New Holders
+14
22 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased47
Decreased51
Sold out8
Institutional Holders
154 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 1.49M | $72.96M | +696.1K | Added |
| 2 | Captrust Financial Advisors | 1.20M | $58.56M | +14.1K | Added |
| 3 | Avidian Wealth Enterprises, LLC | 1.18M | $57.87M | +148.0K | Added |
| 4 | Lpl Financial LLC | 644.1K | $31.47M | −9.1K | Reduced |
| 5 | Bank Of America Corp /De/ | 559.2K | $27.32M | +21.4K | Added |
| 6 | Jpmorgan Chase & Co | 573.3K | $27.28M | +185.8K | Added |
| 7 | Mainsail Financial Group, LLC | 390.7K | $19.09M | +9.0K | Added |
| 8 | Goodman Advisory Group, LLC | 376.1K | $18.38M | −22.1K | Reduced |
| 9 | Atria Investments, Inc | 213.6K | $10.44M | +87.3K | Added |
| 10 | Cerity Partners LLC | 175.9K | $8.60M | −325.8K | Reduced |
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