Who Owns J P MORGAN EXCHANGE TRADED F DIV RTN (JPIN)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $58.3M of J P MORGAN EXCHANGE TRADED F DIV RTN (JPIN) in SEC 13F filings for 2026-06-30. Largest institutional holders: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($20.6M), Sterneck Capital Management, LLC ($12.2M), Cambridge Investment Research Advisors, Inc. ($2.9M), 5T Wealth, LLC ($2.0M), Mendel Money Management ($1.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.6M280,697Trimmed
2Sterneck Capital Management, LLC$12.2M169,134Trimmed
3Cambridge Investment Research Advisors, Inc.$2.9M40,424Added
45T Wealth, LLC$2.0M27,770Trimmed
5Mendel Money Management$1.7M23,956Added
6WEALTHEDGE INVESTMENT ADVISORS, LLC$1.6M21,505Trimmed
7Sherman Wealth Management LLC$1.4M19,387Added
8Apella Capital, LLC$1.3M17,544Trimmed
9LexAurum Advisors, LLC$1.1M15,651Trimmed
10RVW Wealth, LLC$1.0M13,864Added
11Stonehearth Capital Management, LLC$995,49213,767Trimmed
12Kathmere Capital Management, LLC$990,50213,698Hold
13Independent Wealth Network Inc.$896,45412,397Added
14Spire Wealth Management$878,49412,149Trimmed
15Miracle Mile Advisors, LLC$690,9949,556Trimmed
16Farther Finance Advisors, LLC$673,0399,306Added
17Private Advisor Group, LLC$656,5109,079Added
18Kestra Advisory Services, LLC$578,3737,999Added
19Gimbal Financial$574,5757,946Hold
20HHM Wealth Advisors, LLC$548,4727,585Hold
21Vawter Financial, Ltd.$528,6587,311Hold
22Worth Financial Advisory Group, LLC$513,3297,099New
23LODESTAR PRIVATE ASSET MANAGEMENT LLC$505,5076,991Trimmed
24MN Wealth Advisors, LLC$473,3526,546Trimmed
25KESTRA PRIVATE WEALTH SERVICES, LLC$420,0035,808Added

Source: SEC Form 13F filings · as of 2026-06-30