DOSSIER · 13F Holders · Q3 2026
JFLI

J P MORGAN EXCHANGE TRADED F

24 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 46654Q641·24 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$35M
visible holders
Holders
24
filers reporting
Concentration
61.75%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q3 2026

24 institutions reported JFLI in Q3 2026. JPMORGAN CHASE & CO leads at 61.7% 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
$21M403K0.00%Q3 2026
02
ASSETMARK, INC
CIK 0001344551
$4M82K0.01%Q3 2026
03
5T Wealth, LLC
CIK 0002039313
$2M40K0.82%Q2 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$2M39K0.00%Q2 2026
05
Farther Finance Advisors, LLC
CIK 0001992825
$1M26K0.01%Q3 2026
06
Integrated Wealth Concepts LLC
CIK 0001737109
$1M22K0.01%Q2 2026
07
Indivisible Partners
CIK 0002098400
$549K10K0.03%Q3 2026
08
Advisory Alpha, LLC
CIK 0001576762
$514K10K0.01%Q3 2026
09
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$222K4K0.00%Q3 2026
10
Sequent Planning LLC
CIK 0002009724
$220K4K0.05%Q2 2026
11
RDA Financial Network
CIK 0001774086
$211K4K0.05%Q3 2026
12
GK Wealth Management LLC
CIK 0002069222
$99K2K0.06%Q3 2026
13
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$25K4660.00%Q3 2026
14
LGT Financial Advisors LLC
CIK 0001965191
$24K4590.04%Q3 2026
15
Global Retirement Partners, LLC
CIK 0001749744
$20K3720.00%Q3 2026
16
OSAIC HOLDINGS, INC.
CIK 0001677044
$16K3090.00%Q3 2026
17
SBI Securities Co., Ltd.
CIK 0001851815
$16K2950.00%Q3 2026
18
Iron Horse Wealth Management, LLC
CIK 0001836270
$15K3000.00%Q2 2025
19
IFP Advisors, Inc
CIK 0001641866
$5K1010.00%Q3 2026
20
UBS Group AG
CIK 0001610520
$4K750.00%Q3 2026
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