13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
BBAG

J P MORGAN EXCHANGE TRADED F

118 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q241·118 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.2%
vs prior quarter
13F value held
$554M
71.0% inst. owned
of float
Holders
118
-50 QoQ
filers reporting
Activity
+24 / −33
+806 added · −807 reduced
this quarter
Concentration
39.99%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

118 institutions reported BBAG in Q1 2026. JPMORGAN CHASE & CO leads at 40.0% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$221M4.8M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$102M2.2M0.03%Q1 202603
Clearwater Capital Advisors, LLC
CIK 0001690531
$55M1.2M4.48%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$41M898K0.01%Q1 202605
Tradition Wealth Management, LLC
CIK 0001843010
$19M406K1.33%Q1 202606
Apella Capital, LLC
CIK 0001801507
$16M345K0.24%Q1 202607
Iron Horse Wealth Management, LLC
CIK 0001836270
$16M341K4.64%Q2 202508
Wealth Alliance Advisory Group, LLC
CIK 0001735734
$15M322K2.36%Q1 202609
MORGAN STANLEY
CIK 0000895421
$12M249K0.00%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$10M221K0.01%Q1 202611
Heck Capital Advisors, LLC
CIK 0002046227
$10M218K0.75%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$8M169K0.01%Q1 202613
CWM, LLC
CIK 0001535847
$6M134K0.02%Q1 202614
Kestra Advisory Services, LLC
CIK 0001830819
$4M86K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M74K0.00%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M72K0.00%Q1 202617
KELLY FINANCIAL GROUP LLC
CIK 0001128066
$3M68K0.78%Q1 202618
CITADEL ADVISORS LLC
CIK 0001423053
$3M64K0.00%Q4 202519
Ascent Group, LLC
CIK 0001913231
$3M63K0.10%Q1 202620
CGN Advisors LLC
CIK 0001841506
$3M60K0.22%Q1 2026
Page 1 of 6
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