13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
BBUS

J P MORGAN EXCHANGE TRADED F

231 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 46641Q399·Exchange Traded Fund·231 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.2%
vs prior quarter
13F value held
$3.1B
55.0% inst. owned
of float
Holders
231
-88 QoQ
filers reporting
Activity
+67 / −74
+892 added · −816 reduced
this quarter
Concentration
22.74%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

231 institutions reported BBUS in Q1 2026. JPMORGAN CHASE & CO leads at 22.7% of the visible book. -88 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
$696M6.1M0.04%Q1 202602
LPL Financial LLC
CIK 0001403438
$391M3.3M0.10%Q1 202603
MORGAN STANLEY
CIK 0000895421
$368M3.1M0.02%Q1 202604
Norinchukin Bank, The
CIK 0001496637
$288M2.5M3.36%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$239M2.0M0.06%Q1 202606
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$210M1.8M2.33%Q1 202607
National Mutual Insurance Federation of Agricultural Cooperatives
CIK 0001542927
$149M1.3M1.15%Q1 202608
Cornerstone Wealth Management, LLC
CIK 0001674117
$83M670K4.30%Q4 202509
Wealth Group Ltd
CIK 0002010748
$69M590K15.75%Q1 202610
ASSETMARK, INC
CIK 0001344551
$68M555K0.14%Q4 202511
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$66M562K0.02%Q1 202612
Integrated Wealth Concepts LLC
CIK 0001737109
$66M561K0.52%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$62M530K0.07%Q1 202614
KELLY FINANCIAL GROUP LLC
CIK 0001128066
$58M498K14.67%Q1 202615
Perigon Wealth Management, LLC
CIK 0001575239
$53M450K0.96%Q1 202616
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$50M425K0.01%Q1 202617
Tradition Wealth Management, LLC
CIK 0001843010
$46M397K3.31%Q1 202618
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
CIK 0000842180
$34M292K0.24%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$34M287K0.05%Q1 202620
Robertson Stephens Wealth Management, LLC
CIK 0001767307
$30M256K0.84%Q1 2026
Page 1 of 12
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