DOSSIER · 13F Holders · Q2 2026
BBAG

J P MORGAN EXCHANGE TRADED F

115 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q241·115 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$502M
visible holders
Holders
115
filers reporting
Concentration
44.76%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

115 institutions reported BBAG in Q2 2026. JPMORGAN CHASE & CO leads at 44.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$225M4.9M0.01%Q2 2026
02
Clearwater Capital Advisors, LLC
CIK 0001690531
$59M1.3M4.35%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$34M744K0.01%Q2 2026
04
Janney Montgomery Scott LLC
CIK 0001329948
$26M572K0.07%Q1 2026
05
Tradition Wealth Management, LLC
CIK 0001843010
$21M451K1.27%Q2 2026
06
Iron Horse Wealth Management, LLC
CIK 0001836270
$16M341K4.64%Q2 2025
07
MORGAN STANLEY
CIK 0000895421
$15M332K0.00%Q2 2026
08
Wealth Alliance Advisory Group, LLC
CIK 0001735734
$15M326K2.17%Q2 2026
09
Apella Capital, LLC
CIK 0001801507
$15M322K0.21%Q2 2026
10
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M291K0.03%Q1 2026
11
Heck Capital Advisors, LLC
CIK 0002046227
$11M237K0.65%Q2 2026
12
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$11M229K0.00%Q2 2026
13
HighTower Advisors, LLC
CIK 0001462245
$8M165K0.01%Q2 2026
14
CWM, LLC
CIK 0001535847
$6M134K0.02%Q1 2026
15
Cetera Investment Advisers
CIK 0001666741
$6M131K0.01%Q2 2026
16
PARK AVENUE SECURITIES LLC
CIK 0001071640
$5M113K0.04%Q1 2026
17
CITADEL ADVISORS LLC
CIK 0001423053
$5M111K0.00%Q2 2026
18
Kestra Advisory Services, LLC
CIK 0001830819
$4M88K0.01%Q2 2026
19
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M78K0.00%Q2 2026
20
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M72K0.00%Q1 2026
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