Who Owns J P MORGAN EXCHANGE TRADED F (JADE)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $26.3M of J P MORGAN EXCHANGE TRADED F (JADE) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($10.1M), NATIONAL BANK OF CANADA /FI/ ($2.7M), ASSETMARK, INC ($2.5M), Royal Bank of Canada ($1.9M), Advisory Alpha, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JPMORGAN CHASE & CO | $10.1M | 127,630 | Trimmed |
| 2 | NATIONAL BANK OF CANADA /FI/ | $2.7M | 34,376 | Trimmed |
| 3 | ASSETMARK, INC | $2.5M | 31,584 | Trimmed |
| 4 | Royal Bank of Canada | $1.9M | 23,898 | New |
| 5 | Advisory Alpha, LLC | $1.5M | 18,100 | Added |
| 6 | CITADEL ADVISORS LLC | $1.4M | 17,195 | Added |
| 7 | Cooper Financial Group | $1.2M | 14,948 | Added |
| 8 | ECLECTIC ASSOCIATES INC /ADV | $959,990 | 11,981 | New |
| 9 | Vantus Wealth LLC | $814,801 | 10,169 | Added |
| 10 | Advyzon Investment Management, LLC | $776,100 | 9,686 | Trimmed |
| 11 | 5T Wealth, LLC | $596,430 | 7,443 | Added |
| 12 | Steward Partners Investment Advisory, LLC | $446,061 | 5,567 | Trimmed |
| 13 | OLD MISSION CAPITAL LLC | $372,986 | 4,655 | Trimmed |
| 14 | Farther Finance Advisors, LLC | $364,894 | 4,554 | New |
| 15 | Integrated Wealth Concepts LLC | $355,199 | 4,433 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $223,231 | 2,786 | New |
| 17 | MORGAN STANLEY | $32,050 | 400 | Hold |
| 18 | UBS Group AG | $14,182 | 177 | New |
| 19 | Global Retirement Partners, LLC | $10,577 | 132 | New |
| 20 | 3Chopt Investment Partners, LLC | $8,814 | 110 | Added |
| 21 | LGT Financial Advisors LLC | $8,253 | 103 | Hold |
| 22 | OSAIC HOLDINGS, INC. | $5,449 | 68 | Hold |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | $2,484 | 31 | Hold |
| 24 | Federation des caisses Desjardins du Quebec | $1,442 | 18 | New |
| 25 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30