13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
JCPB

J P MORGAN EXCHANGE TRADED F

511 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 46641Q670·Exchange Traded Fund·511 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$4.6B
visible holders
Holders
511
filers reporting
Concentration
14.63%
HB Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

511 institutions reported JCPB in Q1 2026. HB Wealth Management, LLC leads at 14.6% 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
$676M14.4M4.38%Q1 202602
MORGAN STANLEY
CIK 0000895421
$394M8.4M0.02%Q1 202603
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$375M8.0M3.52%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$316M6.7M0.10%Q1 202605
Betterment LLC
CIK 0001633901
$294M6.2M0.56%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$260M5.5M0.02%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$253M5.4M0.02%Q1 202608
OpenArc Corporate Advisory, LLC
CIK 0002111345
$226M4.8M3.24%Q1 202609
Mariner, LLC
CIK 0001373442
$223M4.7M0.26%Q1 202610
Dynasty Wealth Management, LLC
CIK 0001727599
$209M4.4M1.82%Q1 202611
Legacy Wealth Management, Inc
CIK 0001488921
$190M4.1M9.97%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$168M3.6M0.42%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$152M3.2M0.16%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$145M3.1M0.09%Q1 202615
Valeo Financial Advisors, LLC
CIK 0001722641
$138M3.1M2.91%Q2 202616
Summit Financial Strategies, Inc.
CIK 0001625246
$131M2.8M9.23%Q2 202617
Moss Adams Wealth Advisors LLC
CIK 0001661245
$124M2.6M9.04%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$123M2.6M0.03%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$113M2.4M0.02%Q1 202620
Confluence Wealth Services, Inc.
CIK 0001910411
$111M2.4M3.18%Q2 2026
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