13F Insight
DOSSIER · 13F Holders · Q2 2026
BBIN

J P MORGAN EXCHANGE TRADED F

130 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 46641Q373·130 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.4B
visible holders
Holders
130
filers reporting
Concentration
81.72%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

130 institutions reported BBIN in Q2 2026. JPMORGAN CHASE & CO leads at 81.7% 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
$4.4B56.4M0.24%Q2 202602
Integrated Wealth Concepts LLC
CIK 0001737109
$280M3.6M1.37%Q2 202603
MORGAN STANLEY
CIK 0000895421
$246M3.2M0.01%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$58M788K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$53M674K0.00%Q2 202606
Aptus Capital Advisors, LLC
CIK 0001664193
$51M651K0.35%Q2 202607
ASSETMARK, INC
CIK 0001344551
$34M433K0.06%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$31M402K0.03%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M397K0.04%Q2 202610
Perigon Wealth Management, LLC
CIK 0001575239
$27M344K0.42%Q2 202611
Neuberger Berman Group LLC
CIK 0001465109
$26M328K0.02%Q2 202612
LPL Financial LLC
CIK 0001403438
$22M285K0.01%Q2 202613
Pallas Capital Advisors LLC
CIK 0001862282
$22M279K0.67%Q2 202614
Advisory Services Network, LLC
CIK 0001573876
$19M242K0.21%Q2 202615
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$17M220K0.64%Q2 202616
WNY Asset Management, LLC
CIK 0001803296
$17M211K1.47%Q2 202617
HSBC HOLDINGS PLC
CIK 0000873630
$12M158K0.01%Q2 202618
Graney & King, LLC
CIK 0002051568
$12M158K4.42%Q2 202619
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CIK 0002056591
$12M155K9.67%Q2 202620
Focus Partners Wealth
CIK 0001542153
$12M151K0.01%Q2 2026
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