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

J P MORGAN EXCHANGE TRADED F

60 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 46641Q738·60 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
60
filers reporting
Concentration
40.04%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

60 institutions reported BBRE in Q2 2026. JPMORGAN CHASE & CO leads at 40.0% 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
$462M4.2M0.03%Q2 202602
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO
CIK 0001019231
$257M2.4M29.78%Q2 202603
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$133M1.2M0.02%Q2 202604
Alaska Permanent Capital Management, LLC
CIK 0001426771
$53M490K3.43%Q2 202605
Global Endowment Management, LP
CIK 0001512237
$46M427K4.65%Q2 202606
HighTower Advisors, LLC
CIK 0001462245
$41M383K0.04%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M369K0.00%Q2 202608
Bleakley Financial Group, LLC
CIK 0001936953
$32M300K0.41%Q2 202609
Alaska Wealth Advisors
CIK 0001731601
$30M282K3.28%Q2 202610
Concurrent Investment Advisors, LLC
CIK 0002001015
$16M146K0.13%Q2 202611
MORGAN STANLEY
CIK 0000895421
$16M146K0.00%Q2 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$15M135K0.01%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M27K0.00%Q2 202614
LPL Financial LLC
CIK 0001403438
$3M27K0.00%Q2 202615
Corient Private Wealth LLC
CIK 0001948780
$3M25K0.00%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M24K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$1M10K0.00%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$905K8K0.00%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$875K8K0.00%Q2 202620
IFC & Insurance Marketing, Inc.
CIK 0002095709
$634K6K0.56%Q2 2026
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