# J P MORGAN EXCHANGE TRADED F US VALUE FACTR

J P MORGAN EXCHANGE TRADED F US VALUE FACTR is a security (CUSIP 46641Q753) tracked across SEC portfolio filings. 165 institutional managers reported $605.0M on Form 13F as of 2026-06-30.

## Summary

- Issuer: J P MORGAN EXCHANGE TRADED F
- Class: US VALUE FACTR
- CUSIP: 46641Q753
- 13F holders: 165
- 13F value: $605.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 165 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| CWM, LLC | OMAHA, NE | $73.0M | 1,493,287 |
| [Avidian Wealth Enterprises, LLC](https://search.stillhousedata.com/firm/127186) | Houston, TX | $71.4M | 1,217,925 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $58.6M | 1,198,576 |
| [COBBLESTONE CAPITAL ADVISORS LLC /NY/](https://search.stillhousedata.com/firm/108023) | ROCHESTER, NY | $57.3M | 1,206,529 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $31.5M | 644,056 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $27.3M | 559,159 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $27.3M | 573,270 |
| [Mainsail Financial Group, LLC](https://search.stillhousedata.com/firm/317970) | BELLEVUE, WA | $24.3M | 413,727 |
| Goodman Advisory Group, LLC | NEEDHAM, MA | $18.4M | 376,094 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $9.8M | 167,236 |
| [COLUMBIA ADVISORY PARTNERS LLC](https://search.stillhousedata.com/firm/171616) | SPOKANE, WA | $9.7M | 165,339 |
| [Apeiron RIA LLC](https://search.stillhousedata.com/firm/289273) | Dallas, TX | $9.6M | 164,391 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $9.3M | 159,427 |
| [Cerity Partners LLC](https://search.stillhousedata.com/firm/151559) | NEW YORK, NY | $8.6M | 175,947 |
| [Planned Solutions, Inc.](https://search.stillhousedata.com/firm/105052) | FOLSOM, CA | $8.4M | 143,018 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46641Q753.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
