13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
JIRE

J P MORGAN EXCHANGE TRADED F

355 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 46641q134·355 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.9%
vs prior quarter
13F value held
$6.9B
48.0% inst. owned
of float
Holders
355
+78 QoQ
filers reporting
Activity
+64 / −81
+792 added · −647 reduced
this quarter
Concentration
60.91%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

355 institutions reported JIRE in Q1 2026. JPMORGAN CHASE & CO leads at 60.9% of the visible book. +78 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
$4.2B56.9M0.27%Q1 202602
LPL Financial LLC
CIK 0001403438
$488M6.4M0.13%Q1 202603
FMR LLC
CIK 0000315066
$267M3.5M0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$235M3.1M0.06%Q1 202605
EASTERN BANK
CIK 0001126395
$154M2.0M2.64%Q1 202606
CWM, LLC
CIK 0001535847
$145M1.9M0.38%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$135M1.8M0.19%Q1 202608
MML INVESTORS SERVICES, LLC
CIK 0000701059
$131M1.7M0.36%Q1 202609
FACTORY MUTUAL INSURANCE CO
CIK 0000887818
$127M1.7M1.42%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$122M1.6M0.04%Q1 202611
ASSETMARK, INC
CIK 0001344551
$112M1.5M0.23%Q4 202512
Dynasty Wealth Management, LLC
CIK 0001727599
$110M1.5M0.96%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$97M1.3M0.10%Q1 202614
Bogart Wealth, LLC
CIK 0001715740
$92M1.2M3.56%Q1 202615
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$92M1.2M1.02%Q1 202616
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$84M1.1M1.53%Q1 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$80M1.1M0.01%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$72M950K0.34%Q1 202619
Invesco Ltd.
CIK 0000914208
$70M918K0.01%Q1 202620
Conservest Capital Advisors, Inc.
CIK 0001705716
$69M917K6.29%Q1 2026
Page 1 of 18
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