13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
JBND

J P MORGAN EXCHANGE TRADED F

319 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 46654Q716·319 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.4%
vs prior quarter
13F value held
$4.0B
46.0% inst. owned
of float
Holders
319
+63 QoQ
filers reporting
Activity
+32 / −47
+866 added · −704 reduced
this quarter
Concentration
22.81%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

319 institutions reported JBND in Q1 2026. LPL Financial LLC leads at 22.8% of the visible book. +63 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$908M16.9M0.24%Q1 202602
Allworth Financial LP
CIK 0001555170
$330M6.1M1.34%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$313M5.8M0.07%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$312M5.8M0.02%Q1 202605
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$276M5.1M0.48%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$227M4.2M0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$206M3.8M0.22%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$198M3.7M0.05%Q1 202609
Private Advisor Group, LLC
CIK 0001567755
$191M3.6M0.90%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$135M2.5M0.04%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$131M2.4M0.02%Q1 202612
Diversified Portfolios, Inc.
CIK 0001634212
$107M2.0M8.78%Q1 202613
Summit Financial, LLC
CIK 0001765536
$89M1.7M1.14%Q1 202614
Bridgewater Advisors Inc.
CIK 0001600319
$87M1.6M5.15%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$85M1.6M0.12%Q1 202616
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$80M1.5M0.89%Q1 202617
BALDWIN WEALTH PARTNERS LLC/MA
CIK 0001021258
$79M1.5M5.74%Q1 202618
Berger Financial Group, Inc
CIK 0001826136
$78M1.4M4.35%Q1 202619
Independent Advisor Alliance
CIK 0001696899
$77M1.4M0.82%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$72M1.3M0.01%Q1 2026
Page 1 of 16
299 more holders available. Log in →