Who Owns J P MORGAN EXCHANGE TRADED F (JPIN)? -- Institutional Holders (2026-06-30)
121 institutions reported holding $250.3M of J P MORGAN EXCHANGE TRADED F (JPIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: UBS Group AG ($33.1M), MORGAN STANLEY ($22.7M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($20.6M), Cerity Partners LLC ($14.8M), Sterneck Capital Management, LLC ($12.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | UBS Group AG | $33.1M | 457,583 | Trimmed |
| 2 | MORGAN STANLEY | $22.7M | 313,726 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.6M | 280,697 | Trimmed |
| 4 | Cerity Partners LLC | $14.8M | 204,172 | Trimmed |
| 5 | Sterneck Capital Management, LLC | $12.2M | 169,134 | Trimmed |
| 6 | CAPTRUST FINANCIAL ADVISORS | $12.2M | 168,438 | Added |
| 7 | Focus Partners Wealth | $9.1M | 126,310 | Added |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.5M | 117,809 | Trimmed |
| 9 | Kingsview Wealth Management, LLC | $8.4M | 115,977 | New |
| 10 | RAYMOND JAMES FINANCIAL INC | $8.3M | 114,178 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $7.4M | 102,273 | Added |
| 12 | Royal Bank of Canada | $6.7M | 92,614 | Trimmed |
| 13 | LPL Financial LLC | $6.7M | 91,976 | Trimmed |
| 14 | Sanctuary Advisors, LLC | $6.3M | 87,159 | New |
| 15 | JPMORGAN CHASE & CO | $6.0M | 82,184 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $4.5M | 61,793 | Trimmed |
| 17 | Allworth Financial LP | $3.6M | 49,506 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $3.5M | 48,109 | Trimmed |
| 19 | JONES FINANCIAL COMPANIES LLLP | $3.4M | 46,495 | Added |
| 20 | MCF Advisors LLC | $2.9M | 40,655 | New |
| 21 | Rockefeller Capital Management L.P. | $2.1M | 29,596 | Hold |
| 22 | 5T Wealth, LLC | $2.0M | 27,770 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $1.8M | 25,579 | Trimmed |
| 24 | Mendel Money Management | $1.7M | 23,956 | Added |
| 25 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $1.6M | 21,505 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30