Who Owns J P MORGAN EXCHANGE TRADED F (JAGG)? -- Institutional Holders (2026-06-30)
65 institutions reported holding $89.4M of J P MORGAN EXCHANGE TRADED F (JAGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealth Alliance Advisory Group, LLC ($15.0M), Apella Capital, LLC ($14.7M), Heck Capital Advisors, LLC ($10.9M), ENVESTNET ASSET MANAGEMENT INC ($10.5M), Kestra Advisory Services, LLC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Wealth Alliance Advisory Group, LLC | $15.0M | 326,085 | Added |
| 2 | Apella Capital, LLC | $14.7M | 322,153 | Trimmed |
| 3 | Heck Capital Advisors, LLC | $10.9M | 236,638 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 229,355 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $4.0M | 87,577 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.1M | 67,393 | Trimmed |
| 7 | KELLY FINANCIAL GROUP LLC | $3.0M | 64,944 | Trimmed |
| 8 | Ascent Group, LLC | $2.5M | 54,228 | Trimmed |
| 9 | CGN Advisors LLC | $2.5M | 53,662 | Trimmed |
| 10 | Legacy Private Trust Co. | $2.4M | 51,796 | Added |
| 11 | BAILARD, INC. | $2.2M | 47,985 | Added |
| 12 | ACT Advisors, LLC. | $2.2M | 46,841 | Added |
| 13 | Independent Wealth Network Inc. | $1.9M | 40,733 | Added |
| 14 | Kovack Advisors, Inc. | $1.6M | 34,391 | Trimmed |
| 15 | Arlington Financial Advisors, LLC | $1.2M | 25,461 | Trimmed |
| 16 | PARK AVENUE SECURITIES LLC | $1.1M | 24,659 | Trimmed |
| 17 | Cobblestone Asset Management LLC | $959,390 | 20,879 | Added |
| 18 | Sharkey, Howes & Javer | $766,354 | 16,678 | Trimmed |
| 19 | NORTHBRIDGE FINANCIAL GROUP, LLC | $748,066 | 16,280 | Added |
| 20 | Berger Financial Group, Inc | $680,623 | 14,812 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $652,640 | 14,203 | Trimmed |
| 22 | MN Wealth Advisors, LLC | $605,742 | 13,182 | Trimmed |
| 23 | Alpha Omega Wealth Management LLC | $557,528 | 12,133 | Trimmed |
| 24 | Avestar Capital, LLC | $499,844 | 10,878 | Hold |
| 25 | Elevation Wealth Management LLC | $453,751 | 9,875 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30