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

J P MORGAN EXCHANGE TRADED F

500 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·500 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.4%
vs prior quarter
13F value held
$4.2B
73.0% inst. owned
of float
Holders
500
-66 QoQ
filers reporting
Activity
+8 / −102
+883 added · −707 reduced
this quarter
Concentration
15.95%
HB Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

500 institutions reported JCPB in Q1 2026. HB Wealth Management, LLC leads at 15.9% of the visible book. -66 net institutions QoQ — distribution reading.

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
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$316M6.7M0.10%Q1 202604
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$275M5.8M3.10%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$260M5.5M0.02%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$253M5.4M0.02%Q1 202607
OpenArc Corporate Advisory, LLC
CIK 0002111345
$226M4.8M3.24%Q1 202608
Mariner, LLC
CIK 0001373442
$223M4.7M0.26%Q1 202609
Dynasty Wealth Management, LLC
CIK 0001727599
$209M4.4M1.82%Q1 202610
Legacy Wealth Management, Inc
CIK 0001488921
$182M3.9M10.62%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$152M3.2M0.16%Q1 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$145M3.1M0.09%Q1 202613
Valeo Financial Advisors, LLC
CIK 0001722641
$128M2.9M3.06%Q1 202614
Summit Financial Strategies, Inc.
CIK 0001625246
$124M2.6M9.79%Q1 202615
Moss Adams Wealth Advisors LLC
CIK 0001661245
$124M2.6M9.04%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$123M2.6M0.03%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$113M2.4M0.02%Q1 202618
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$110M2.3M1.22%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$104M2.2M0.15%Q1 202620
Modern Wealth Management, LLC
CIK 0002001900
$102M2.2M1.76%Q1 2026
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