20 institutions reported holding $137.0M of J P MORGAN EXCHANGE TRADED F (JUSA) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($60.5M), Cambridge Investment Research Advisors, Inc. ($51.5M), PARK AVENUE SECURITIES LLC ($8.7M), Colonial River Investments, LLC ($5.0M), UNIQUE WEALTH, LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $60.5M | 900,816 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $51.5M | 766,532 | New |
| 3 | PARK AVENUE SECURITIES LLC | $8.7M | 130,243 | New |
| 4 | Colonial River Investments, LLC | $5.0M | 74,624 | New |
| 5 | UNIQUE WEALTH, LLC | $1.9M | 28,673 | New |
| 6 | MassMutual Private Wealth & Trust, FSB | $1.5M | 22,329 | New |
| 7 | LOCKERMAN FINANCIAL GROUP, INC. | $1.4M | 20,749 | New |
| 8 | IFP Advisors, Inc | $962,699 | 14,331 | New |
| 9 | Envestnet Portfolio Solutions, Inc. | $743,840 | 11,073 | New |
| 10 | Farther Finance Advisors, LLC | $729,934 | 10,866 | New |
| 11 | Elevation Wealth Management LLC | $669,835 | 9,971 | New |
| 12 | 3Chopt Investment Partners, LLC | $452,565 | 6,737 | New |
| 13 | GeoWealth Management, LLC | $443,443 | 6,601 | New |
| 14 | PRIVATE TRUST CO NA | $419,313 | 6,242 | New |
| 15 | FIRETHORN WEALTH PARTNERS, LLC | $380,821 | 5,669 | New |
| 16 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $375,917 | 5,596 | New |
| 17 | J.W. COLE ADVISORS, INC. | $334,839 | 4,985 | New |
| 18 | Ascent Group, LLC | $327,416 | 4,874 | New |
| 19 | Aegis Wealth Management, Inc. | $301,956 | 4,495 | New |
| 20 | Gateway Wealth Partners, LLC | $281,468 | 4,190 | New |
Source: SEC Form 13F filings · as of 2026-06-30