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

J P MORGAN EXCHANGE TRADED F

110 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 46641Q241·110 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$589M
visible holders
Holders
110
filers reporting
Concentration
37.56%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

110 institutions reported BBAG in Q1 2026. JPMORGAN CHASE & CO leads at 37.6% 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
$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
Janney Montgomery Scott LLC
CIK 0001329948
$26M572K0.07%Q1 202606
Tradition Wealth Management, LLC
CIK 0001843010
$19M406K1.33%Q1 202607
Iron Horse Wealth Management, LLC
CIK 0001836270
$16M341K4.64%Q2 202508
Wealth Alliance Advisory Group, LLC
CIK 0001735734
$15M326K2.17%Q2 202609
Apella Capital, LLC
CIK 0001801507
$15M322K0.21%Q2 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$13M291K0.03%Q1 202611
MORGAN STANLEY
CIK 0000895421
$12M249K0.00%Q1 202612
Heck Capital Advisors, LLC
CIK 0002046227
$11M237K0.65%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$10M221K0.01%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$8M169K0.01%Q1 202615
CWM, LLC
CIK 0001535847
$6M134K0.02%Q1 202616
PARK AVENUE SECURITIES LLC
CIK 0001071640
$5M113K0.04%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$4M86K0.01%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$3M74K0.00%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M72K0.00%Q1 202620
KELLY FINANCIAL GROUP LLC
CIK 0001128066
$3M65K0.66%Q2 2026
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