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

J P MORGAN EXCHANGE TRADED F

189 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 46654Q757·189 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.5%
vs prior quarter
13F value held
$1.1B
50.0% inst. owned
of float
Holders
189
-86 QoQ
filers reporting
Activity
+43 / −39
+940 added · −847 reduced
this quarter
Concentration
22.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

189 institutions reported JIVE in Q1 2026. LPL Financial LLC leads at 22.8% of the visible book. -86 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$253M3.0M0.07%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$135M1.6M0.04%Q1 202603
RiverFront Investment Group, LLC
CIK 0001469751
$132M1.5M2.04%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$100M1.2M0.01%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$76M883K0.11%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$70M820K0.02%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$44M510K0.05%Q1 202608
Lido Advisors, LLC
CIK 0001650150
$43M496K0.13%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$41M477K0.01%Q1 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$32M382K0.02%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$27M314K0.07%Q1 202612
Private Advisor Group, LLC
CIK 0001567755
$27M314K0.13%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$21M241K0.03%Q1 202614
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$20M234K0.22%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$17M200K0.01%Q1 202616
JPMORGAN CHASE & CO
CIK 0000019617
$17M206K0.00%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$16M206K0.00%Q4 202518
Lineweaver Wealth Advisors, LLC
CIK 0001797873
$16M185K2.14%Q1 202619
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$13M154K0.60%Q1 202620
Pallas Capital Advisors LLC
CIK 0001862282
$12M145K0.47%Q1 2026
Page 1 of 10
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