13F Insight
DOSSIER · 13F Holders · Q2 2026
JCPI

J P MORGAN EXCHANGE TRADED F

60 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q104·60 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$624M
visible holders
Holders
60
filers reporting
Concentration
84.26%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

60 institutions reported JCPI in Q2 2026. JPMORGAN CHASE & CO leads at 84.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$526M10.9M0.03%Q2 202602
MAI Capital Management
CIK 0001040197
$14M286K0.05%Q2 202603
OXFORD FINANCIAL GROUP, LTD. LLC
CIK 0001245862
$12M253K0.61%Q2 202604
FULTON BREAKEFIELD BROENNIMAN LLC
CIK 0001119254
$11M238K0.67%Q2 202605
LPL Financial LLC
CIK 0001403438
$8M171K0.00%Q2 202606
AE Wealth Management LLC
CIK 0001697723
$6M133K0.03%Q2 202607
Private Advisor Group, LLC
CIK 0001567755
$6M119K0.03%Q2 202608
UBS Group AG
CIK 0001610520
$5M114K0.00%Q2 202609
Integrated Wealth Concepts LLC
CIK 0001737109
$5M110K0.03%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M94K0.00%Q2 202611
Systelligence, LLC
CIK 0001882691
$4M79K0.63%Q2 202612
Ocean Park Asset Management, LLC
CIK 0001538052
$3M67K0.15%Q2 202613
Balanced Rock Investment Advisors LLC
CIK 0002011851
$3M60K1.79%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M56K0.00%Q2 202615
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$3M55K0.03%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M48K0.00%Q2 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M45K0.00%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M43K0.00%Q2 202619
Clear Creek Financial Management, LLC
CIK 0001784235
$2M42K0.13%Q2 202620
&PARTNERS
CIK 0000107136
$2M41K0.01%Q2 2026
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