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

J P MORGAN EXCHANGE TRADED F

53 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 46654Q591·53 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$130M
visible holders
Holders
53
filers reporting
Concentration
15.43%
CARY STREET PARTNERS FINANCIAL LLC #1
top holder share
AI Holders Summary · Q2 2026

53 institutions reported HOLA in Q2 2026. CARY STREET PARTNERS FINANCIAL LLC leads at 15.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$20M363K0.44%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$12M217K0.00%Q2 202603
Security National Bank
CIK 0001719739
$12M215K1.42%Q2 202604
Private Advisor Group, LLC
CIK 0001567755
$12M213K0.05%Q2 202605
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$10M185K0.52%Q2 202606
LPL Financial LLC
CIK 0001403438
$9M166K0.00%Q2 202607
Valmark Advisers, Inc.
CIK 0001380443
$9M156K0.09%Q2 202608
Merit Financial Group, LLC
CIK 0001621225
$8M140K0.05%Q2 202609
Sterling Investment Advisors, Ltd.
CIK 0001701132
$6M108K1.00%Q2 202610
Independent Wealth Advisors LLC
CIK 0002136099
$5M93K4.64%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M87K0.01%Q2 202612
Farther Finance Advisors, LLC
CIK 0001992825
$3M60K0.02%Q3 202613
ROYAL BANK OF CANADA
CIK 0001000275
$3M55K0.00%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M57K0.00%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$3M51K0.00%Q2 202616
Focus Partners Wealth
CIK 0001542153
$3M50K0.00%Q2 202617
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK 0001766904
$2M40K0.45%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$2M38K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M34K0.00%Q2 202620
Baird Financial Group, Inc.
CIK 0001648711
$1M26K0.00%Q2 2026
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