JMUB — J P Morgan Exchange Traded F Institutional Holders · Q3 2026

Name: Who Owns JMUB? 30 Institutions Hold $97.5M (Q3 2026)
Creator: ko.io

Who owns J P Morgan Exchange Traded F (JMUB)? 30 institutions reported holding $97.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($22.9M), Collective Family Office LLC ($18.3M), Farther Finance Advisors, LLC ($8.0M).

Rank	Institution	Value	Shares	Change
1	Avidian Wealth Enterprises, LLC	$22.9M	481,080	Trimmed
2	COLLECTIVE FAMILY OFFICE LLC	$18.3M	384,552	Trimmed
3	Farther Finance Advisors, LLC	$8.0M	168,474	Added
4	BAKER TILLY WEALTH MANAGEMENT, LLC	$7.0M	147,551	Trimmed
5	Rosenberg Matthew Hamilton	$6.9M	145,081	Trimmed
6	Leverty Financial Group, LLC	$5.6M	117,623	Trimmed
7	Crumly & Associates Inc.	$5.5M	115,419	Added
8	FIRST FINANCIAL BANK - TRUST DIVISION	$2.8M	58,551	Added
9	Capital Advisors Wealth Management, LLC	$2.5M	51,840	Trimmed
10	Galvin, Gaustad & Stein, LLC	$2.2M	47,110	Trimmed
11	Breakwater Capital Group	$2.2M	46,734	Trimmed
12	Apella Capital, LLC	$1.9M	40,483	Trimmed
13	Friday Financial	$1.7M	35,216	Added
14	RTD Financial Advisors, Inc.	$1.6M	34,223	New
15	Valeo Financial Advisors, LLC	$1.6M	32,645	New
16	Conrad Siegel Investment Advisors, Inc.	$1.4M	28,769	Added
17	Wealth Enhancement Trust Services, Inc.	$969,205	20,370	Added
18	PFW Advisors LLC	$690,862	14,520	New
19	Peterson Wealth Advisors, LLC	$627,615	13,191	Trimmed
20	ACIMA PRIVATE WEALTH, LLC	$523,238	10,997	Added
21	Mallini Complete Financial Planning LLC	$504,348	10,600	Hold
22	KFA Private Wealth Group, LLC	$452,348	9,507	Added
23	Sincerus Advisory, LLC	$438,097	9,208	Added
24	Cooper Financial Group	$407,554	8,566	New
25	Balefire, LLC	$288,240	6,058	Added

Source: SEC Form 13F filings · as of 2026-09-30