Institutional Ownership
J P Morgan Exchange Traded F
CUSIP 46641Q779US MOMENTUMJMOMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
141
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | 9.12M | $628.22M |
| 2 | Blue Trust, Inc. | 4.77M | $323.80M |
| 3 | Equitable Holdings, Inc. | 1.26M | $86.00M |
| 4 | Jpmorgan Chase & Co | 757.7K | $49.79M |
| 5 | Shore Point Advisors, LLC | 657.1K | $34.57M |
| 6 | Lpl Financial LLC | 414.3K | $28.14M |
| 7 | Nova R Wealth, Inc. | 243.0K | $16.50M |
| 8 | Magnolia Capital Advisors LLC | 238.9K | $16.23M |
| 9 | Cwm, LLC | 191.1K | $12.98M |
| 10 | Arq Wealth Advisors, LLC | 188.9K | $12.83M |