J P MORGAN EXCHANGE TRADED F

Ticker: JPMB CUSIP: 46641Q746 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BANK OF AMERICA CORP /DE/190,393$7,685
MORGAN STANLEY176,902$7,141
Cambria Investment Management, L.P.128,808$5,199
RiverFront Investment Group, LLC128,484$5,186
ARQ WEALTH ADVISORS, LLC78,456$3,167
LPL Financial LLC68,645$2,771
Equitable Holdings, Inc.55,462$2,239
Bright Futures Wealth Management, LLC.35,915$1,450
Forthright Family Wealth Advisory LLC28,906$1,167
HSBC HOLDINGS PLC27,625$1,115
JPMORGAN CHASE & CO27,197$1,098
Focus Financial Network, Inc.18,644$756
Pure Financial Advisors, LLC15,344$619
Steward Partners Investment Advisory, LLC15,087$609
Convergence Financial, LLC8,602$347
5T Wealth, LLC7,120$287
Dynamic Advisor Solutions LLC6,500$262
JANE STREET GROUP, LLC5,729$231
Rockefeller Capital Management L.P.5,162$208
OSAIC HOLDINGS, INC.3,902$157
GAMMA Investing LLC968$39
CWM, LLC626$0
JONES FINANCIAL COMPANIES LLLP504$20
ROYAL BANK OF CANADA300$12
Farther Finance Advisors, LLC194$8
AlphaCore Capital LLC148$6
LGT Financial Advisors LLC139$6
Lummis Asset Management, LP110$4
BANK OF MONTREAL /CAN/107$4
EVOLUTION WEALTH MANAGEMENT INC.60$2
COMERICA BANK54$2
Elevated Capital Advisors, LLC51$2
Virtus Fixed Income Advisers, LLC19$1
Total (33 institutions)1,036,163$41,803