JPMorgan Asset Management has released a comprehensive report on ETFs and how they play a major role in sustaining overall financial markets.
JPMorgan became the largest active ETF issuer with $300 billion in assets under management (AUM), according to the report. The company had over $48 billion in ETF flows across 44 active ETF products.
Other notable companies offering crypto ETFs included in this list include BlackRock, Fidelity, Goldman Sachs, and Janus.
In particular, the firm has found that AI-themed ETFs are becoming popular with investors despite recent challenging trading conditions.
Understanding JP Morgan’s report on AI-themed ETFs
A report from JPMorgan Asset Management highlighted that AI-themed ETFs led inflows across all ETF sectors in 2026. AI-themed ETFs have about $67 billion in assets under management, followed by the infrastructure sector at the upper end of the market, at just under $60 billion. Each of the five themes had over $30 billion in assets under management.
This trend occurred despite a difficult quarter for price performance in the AI space. Despite the poor performance of AI-themed ETFs, the increase in their caps showed that Wall Street is relying heavily on AI.
Supporting investors’ preference for AI narratives, John Meyer, the firm’s chief ETF strategist, said:
Many themes are changing towards AI and the ecosystem surrounding it.
This trend is likely to continue, he says.
The report also noted that ETFs provide more liquidity to the market than meets the eye. This trend was evident as long-term ETFs accounted for 28% of total US trading volume. During some periods of high volatility, ETFs accounted for nearly 50% of volume.
This showed that ETFs are major players in financial markets by increasing the layer of liquidity.
For example, ETFs trade on the secondary market like stocks, with daily trading volume of approximately $5.5 million. Meanwhile, the primary ETF market accounted for about $6.1 billion per day.
Can AI fuel the next crypto bull market?
According to CoinGecko, the AI story was the second most mindshared among all crypto categories in Q2 2026. Artificial intelligence had a mindshare of 11.2%, closely behind meme coins at 12.1%. This suggested that the AI sector could fuel the next crypto bull run as the dominant narrative.
Therefore, according to Token Terminal, the market capitalization of AI technology stocks continued to expand. For example, three weeks after launch, Robinhood’s tokenized stock cap exceeded $20 million. That is, Nvidia, SpaceX, Tesla, Micron, Apple, and Google each contributed the largest share.
Summary of the finals
- JPMorgan’s report reveals that investors are relying on AI-themed ETFs (as seen by AUM) despite their poor performance in the second quarter of this year.
- ETFs have become important players in broader financial markets because they provide more liquidity than expected.
