13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
JFLX

J P MORGAN EXCHANGE TRADED F

78 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 46654Q559·78 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.9%
vs prior quarter
13F value held
$720M
73.0% inst. owned
of float
Holders
78
-114 QoQ
filers reporting
Activity
+36 / −101
+944 added · −756 reduced
this quarter
Concentration
20.82%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported JFLX in Q1 2026. JPMORGAN CHASE & CO leads at 20.8% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$150M3.0M0.01%Q1 202602
Glenview Trust Co
CIK 0001691827
$104M2.1M1.63%Q1 202603
Provenance Wealth Advisors, LLC
CIK 0002081584
$71M1.4M7.50%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$63M1.3M0.01%Q1 202605
Pinnacle Financial Partners, Inc.
CIK 0002082866
$40M811K0.31%Q1 202606
PINNACLE FINANCIAL PARTNERS INC
CIK 0001115055
$38M757K0.91%Q3 202507
Allegheny Financial Group
CIK 0001844148
$35M698K4.67%Q1 202608
ASSETMARK, INC
CIK 0001344551
$32M640K0.07%Q4 202509
American Trust
CIK 0001905128
$22M450K1.98%Q1 202610
LPL Financial LLC
CIK 0001403438
$22M444K0.01%Q1 202611
Sterling Investment Advisors, Ltd.
CIK 0001701132
$22M434K3.90%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M393K0.03%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M353K0.01%Q1 202614
Coastal Bridge Advisors, LLC
CIK 0001665976
$17M337K1.18%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$14M277K0.01%Q1 202616
Bleakley Financial Group, LLC
CIK 0001936953
$13M257K0.20%Q1 202617
Evolution Wealth Advisors, LLC
CIK 0001763121
$11M228K1.16%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$10M207K0.00%Q1 202619
WealthPlan Investment Management, LLC
CIK 0001929986
$10M197K0.55%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$9M191K0.01%Q1 2026
Page 1 of 4
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