13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
JCPB

J P MORGAN EXCHANGE TRADED F

538 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q670·Exchange Traded Fund·538 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$5.4B
visible holders
Holders
538
filers reporting
Concentration
13.29%
HB Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

538 institutions reported JCPB in Q3 2026. HB Wealth Management, LLC leads at 13.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HB Wealth Management, LLC
CIK 0001911253
$720M16.1M3.69%Q3 202602
MORGAN STANLEY
CIK 0000895421
$588M12.5M0.03%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$415M8.8M0.11%Q2 202604
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$375M8.0M3.52%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$357M7.6M0.02%Q2 202606
Betterment LLC
CIK 0001633901
$294M6.2M0.56%Q1 202607
Mariner, LLC
CIK 0001373442
$253M5.4M0.27%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$248M5.3M0.02%Q2 202609
OpenArc Corporate Advisory, LLC
CIK 0002111345
$248M5.5M2.80%Q3 202610
Dynasty Wealth Management, LLC
CIK 0001727599
$236M5.0M1.75%Q2 202611
Annex Advisory Services, LLC
CIK 0001542287
$224M5.0M3.67%Q3 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$222M4.7M0.12%Q2 202613
Legacy Wealth Management, Inc
CIK 0001488921
$175M3.9M9.24%Q3 202614
Janney Montgomery Scott LLC
CIK 0001329948
$168M3.6M0.42%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$164M3.5M0.15%Q2 202616
HighTower Advisors, LLC
CIK 0001462245
$160M3.4M0.15%Q2 202617
LPL Financial LLC
CIK 0001403438
$157M3.3M0.04%Q2 202618
Valeo Financial Advisors, LLC
CIK 0001722641
$140M3.3M2.95%Q3 202619
Moss Adams Wealth Advisors LLC
CIK 0001661245
$136M2.9M8.51%Q2 202620
Summit Financial Strategies, Inc.
CIK 0001625246
$136M3.0M9.41%Q3 2026
Page 1 of 27
518 more holders available. Log in →