Who Owns J P MORGAN EXCHANGE TRADED F (JPIB)? -- Institutional Holders (2026-06-30)
140 institutions reported holding $750.3M of J P MORGAN EXCHANGE TRADED F (JPIB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Avantax Planning Partners, Inc. ($121.8M), Rice Partnership, LLC ($78.6M), FSM Wealth Advisors, LLC ($66.7M), Hughes Financial Services, LLC ($23.9M), Midwest Financial Partners Investments, Inc. ($23.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Avantax Planning Partners, Inc. | $121.8M | 2.5M | Added |
| 2 | Rice Partnership, LLC | $78.6M | 1.6M | Added |
| 3 | FSM Wealth Advisors, LLC | $66.7M | 1.4M | Added |
| 4 | Hughes Financial Services, LLC | $23.9M | 495,030 | Added |
| 5 | Midwest Financial Partners Investments, Inc. | $23.3M | 482,644 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $22.1M | 456,577 | Added |
| 7 | Apella Capital, LLC | $21.3M | 441,355 | Added |
| 8 | KMG FIDUCIARY PARTNERS, LLC | $17.7M | 366,185 | Added |
| 9 | Certified Advisory Corp | $17.6M | 364,814 | Added |
| 10 | Peak Financial Management, Inc. | $17.3M | 357,597 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $15.7M | 325,000 | Added |
| 12 | ADE, LLC | $14.8M | 306,297 | Added |
| 13 | CGN Advisors LLC | $11.2M | 232,330 | Added |
| 14 | ACIMA PRIVATE WEALTH, LLC | $10.4M | 215,439 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $10.1M | 208,258 | Added |
| 16 | ARQ WEALTH ADVISORS, LLC | $9.9M | 207,372 | New |
| 17 | Fiduciary Alliance LLC | $8.9M | 185,036 | Added |
| 18 | Cadent Capital Advisors, LLC | $8.2M | 168,597 | Added |
| 19 | Broadway Wealth Solutions, Inc. | $8.0M | 165,627 | Added |
| 20 | Ignite Planners, LLC | $7.9M | 163,239 | Added |
| 21 | Financial Management Professionals, Inc. | $7.7M | 159,347 | Added |
| 22 | Windsor Capital Management, LLC | $7.4M | 153,939 | Added |
| 23 | Patton Albertson Miller Group, LLC | $7.3M | 150,308 | Added |
| 24 | Sonoma Allocations LLC | $7.3M | 150,342 | Added |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $7.1M | 147,747 | Added |
Source: SEC Form 13F filings · as of 2026-06-30