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

J P MORGAN EXCHANGE TRADED F

59 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 46641Q738·59 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.8%
vs prior quarter
13F value held
$934M
68.0% inst. owned
of float
Holders
59
+103 QoQ
filers reporting
Activity
+59 / −6
+877 added · −924 reduced
this quarter
Concentration
44.36%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

59 institutions reported BBRE in Q1 2026. JPMORGAN CHASE & CO leads at 44.4% of the visible book. +103 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$414M4.4M0.03%Q1 202602
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO
CIK 0001019231
$249M2.6M36.28%Q1 202603
Alaska Permanent Capital Management, LLC
CIK 0001426771
$49M507K3.40%Q1 202604
Global Endowment Management, LP
CIK 0001512237
$42M437K4.66%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$37M392K0.04%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M371K0.00%Q1 202607
Alaska Wealth Advisors
CIK 0001731601
$27M286K3.29%Q1 202608
Bleakley Financial Group, LLC
CIK 0001936953
$27M282K0.42%Q1 202609
Concurrent Investment Advisors, LLC
CIK 0002001015
$13M140K0.15%Q1 202610
MORGAN STANLEY
CIK 0000895421
$12M129K0.00%Q1 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$12M126K0.01%Q1 202612
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M45K0.00%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M28K0.00%Q1 202614
Corient Private Wealth LLC
CIK 0001948780
$3M28K0.00%Q1 202615
LPL Financial LLC
CIK 0001403438
$2M18K0.00%Q1 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M16K0.00%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$619,0186K0.00%Q1 202618
IFC & Insurance Marketing, Inc.
CIK 0002095709
$563,0406K0.59%Q1 202619
Peterson Wealth Advisors, LLC
CIK 0001713558
$394,3634K0.05%Q1 202620
Mutual Advisors, LLC
CIK 0001694080
$307,6343K0.01%Q1 2026
Page 1 of 3
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