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

J P MORGAN EXCHANGE TRADED F

115 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 46641Q266·115 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.3%
vs prior quarter
13F value held
$1.2B
54.0% inst. owned
of float
Holders
115
+16 QoQ
filers reporting
Activity
+54 / −28
+897 added · −814 reduced
this quarter
Concentration
63.46%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

115 institutions reported JEMA in Q1 2026. JPMORGAN CHASE & CO leads at 63.5% of the visible book. +16 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$777M15.5M0.05%Q1 202602
MORGAN STANLEY
CIK 0000895421
$181M3.5M0.01%Q1 202603
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$36M683K0.39%Q1 202604
WNY Asset Management, LLC
CIK 0001803296
$30M583K3.14%Q1 202605
Lido Advisors, LLC
CIK 0001650150
$25M486K0.08%Q1 202606
KELLY FINANCIAL GROUP LLC
CIK 0001128066
$25M484K6.33%Q1 202607
Pallas Capital Advisors LLC
CIK 0001862282
$20M393K0.77%Q1 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$19M371K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$18M345K0.00%Q1 202610
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$12M222K0.36%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M192K0.00%Q1 202612
Wagner Wealth Management, LLC
CIK 0001728657
$10M192K2.01%Q1 202613
Arkadios Wealth Advisors
CIK 0001800798
$9M179K0.15%Q1 202614
Advantage Trust Co
CIK 0002009346
$9M174K4.07%Q1 202615
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$8M160K0.00%Q1 202616
OLD MISSION CAPITAL LLC
CIK 0001455915
$7M143K0.12%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M133K0.00%Q1 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$7M130K0.00%Q1 202619
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$7M128K0.01%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$6M121K0.01%Q1 2026
Page 1 of 6
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