13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
JAVA

J P MORGAN EXCHANGE TRADED F

280 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 46641Q167·Exchange Traded Fund·280 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$4.4B
59.0% inst. owned
of float
Holders
280
+28 QoQ
filers reporting
Activity
+71 / −41
+810 added · −776 reduced
this quarter
Concentration
34.49%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

280 institutions reported JAVA in Q1 2026. JPMORGAN CHASE & CO leads at 34.5% of the visible book. +28 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
$1.5B21.6M0.10%Q1 202602
Dynasty Wealth Management, LLC
CIK 0001727599
$588M8.2M5.13%Q1 202603
LPL Financial LLC
CIK 0001403438
$480M6.7M0.13%Q1 202604
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$342M4.8M6.23%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$197M2.7M0.05%Q1 202606
OpenArc Corporate Advisory, LLC
CIK 0002111345
$168M2.3M2.40%Q1 202607
MORGAN STANLEY
CIK 0000895421
$134M1.9M0.01%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$128M1.8M0.14%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$127M1.8M0.01%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$86M1.2M0.02%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$86M1.2M0.02%Q1 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$79M1.1M0.87%Q1 202613
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$74M1.0M0.04%Q4 202514
Avior Wealth Management, LLC
CIK 0001599868
$70M978K1.99%Q1 202615
STEPH & CO
CIK 0000941519
$66M914K18.72%Q1 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$62M885K0.03%Q1 202617
ORRSTOWN FINANCIAL SERVICES INC
CIK 0000826154
$61M849K10.19%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$60M837K0.08%Q1 202619
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$57M791K1.03%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$44M616K0.17%Q1 2026
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