13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
JGRO

J P MORGAN EXCHANGE TRADED F

368 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 46654Q609·Exchange Traded Fund·368 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.3%
vs prior quarter
13F value held
$4.3B
74.0% inst. owned
of float
Holders
368
-56 QoQ
filers reporting
Activity
+33 / −87
+878 added · −836 reduced
this quarter
Concentration
25.05%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

368 institutions reported JGRO in Q1 2026. JPMORGAN CHASE & CO leads at 25.0% of the visible book. -56 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
$1.1B13.1M0.07%Q1 202602
LPL Financial LLC
CIK 0001403438
$617M7.3M0.16%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$395M4.7M0.09%Q1 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$363M4.3M0.63%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$281M3.3M0.09%Q1 202606
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$240M2.9M0.12%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$189M2.2M0.01%Q1 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$133M1.6M0.19%Q1 202609
CWM, LLC
CIK 0001535847
$119M1.4M0.31%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$114M1.3M0.02%Q1 202611
UBS Group AG
CIK 0001610520
$107M1.3M0.02%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$104M1.2M0.03%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$101M1.2M0.11%Q1 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$77M910K0.01%Q1 202615
Avior Wealth Management, LLC
CIK 0001599868
$67M793K1.90%Q1 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$66M813K0.13%Q1 202617
Focus Partners Wealth
CIK 0001542153
$62M667K0.07%Q4 202518
OSAIC HOLDINGS, INC.
CIK 0001677044
$61M722K0.09%Q1 202619
Goldstein Advisors, LLC
CIK 0001963807
$57M678K6.37%Q1 202620
American Trust
CIK 0001905128
$51M604K4.51%Q1 2026
Page 1 of 19
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