13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
BBIN

J P MORGAN EXCHANGE TRADED F

138 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 46641Q373·138 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.9%
vs prior quarter
13F value held
$4.7B
53.0% inst. owned
of float
Holders
138
-97 QoQ
filers reporting
Activity
+91 / −6
+952 added · −772 reduced
this quarter
Concentration
83.54%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

138 institutions reported BBIN in Q1 2026. JPMORGAN CHASE & CO leads at 83.5% of the visible book. -97 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
$4.0B55.7M0.25%Q1 202602
MORGAN STANLEY
CIK 0000895421
$192M2.6M0.01%Q1 202603
Integrated Wealth Concepts LLC
CIK 0001737109
$169M2.3M1.35%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$58M788K0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$48M651K0.00%Q1 202606
Aptus Capital Advisors, LLC
CIK 0001664193
$45M617K0.35%Q1 202607
ASSETMARK, INC
CIK 0001344551
$33M458K0.07%Q4 202508
Cetera Investment Advisers
CIK 0001666741
$28M384K0.03%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$26M360K0.04%Q1 202610
Perigon Wealth Management, LLC
CIK 0001575239
$25M340K0.45%Q1 202611
LPL Financial LLC
CIK 0001403438
$20M277K0.01%Q1 202612
Pallas Capital Advisors LLC
CIK 0001862282
$19M260K0.72%Q1 202613
Advisory Services Network, LLC
CIK 0001573876
$17M229K0.22%Q1 202614
Gateway Wealth Partners, LLC
CIK 0001966037
$17M226K0.64%Q1 202615
WNY Asset Management, LLC
CIK 0001803296
$15M207K1.57%Q1 202616
Neuberger Berman Group LLC
CIK 0001465109
$15M205K0.01%Q1 202617
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$14M194K0.74%Q1 202618
Clearstead Advisors, LLC
CIK 0000842775
$14M186K0.12%Q1 202619
Focus Partners Wealth
CIK 0001542153
$12M165K0.01%Q4 202520
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M158K0.00%Q1 2026
Page 1 of 7
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