DOSSIER · 13F Holders · Q1 2026
JMEE

J P MORGAN EXCHANGE TRADED F

192 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 46641Q118·192 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$1.6B
visible holders
Holders
192
filers reporting
Concentration
43.55%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

192 institutions reported JMEE in Q1 2026. JPMORGAN CHASE & CO leads at 43.6% 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
$684M10.5M0.04%Q1 2026
02
FMR LLC
CIK 0000315066
$161M2.4M0.01%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$142M2.1M0.04%Q1 2026
04
CWM, LLC
CIK 0001535847
$70M1.1M0.18%Q1 2026
05
Crestwood Advisors Group, LLC
CIK 0001426853
$67M1.0M1.13%Q1 2026
06
Syntegra Private Wealth Group, LLC
CIK 0001964298
$49M633K3.83%Q2 2026
07
Cetera Investment Advisers
CIK 0001666741
$45M681K0.05%Q1 2026
08
Bank of New York Mellon Corp
CIK 0001390777
$38M563K0.01%Q1 2026
09
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$37M555K0.67%Q1 2026
10
Wagner Wealth Management, LLC
CIK 0001728657
$34M440K6.35%Q2 2026
11
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$30M459K0.01%Q1 2026
12
OSAIC HOLDINGS, INC.
CIK 0001677044
$28M416K0.04%Q1 2026
13
Arkadios Wealth Advisors
CIK 0001800798
$27M408K0.44%Q1 2026
14
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$27M400K0.01%Q1 2026
15
Meridian Financial Partners LLC
CIK 0001763722
$27M348K9.07%Q2 2026
16
CGC Financial Services, LLC
CIK 0001992785
$25M324K5.69%Q2 2026
17
SHP Wealth Management
CIK 0001807060
$22M322K1.62%Q1 2026
18
Advisory Resource Group
CIK 0001764968
$20M259K3.04%Q2 2026
19
Independent Advisor Alliance
CIK 0001696899
$19M283K0.20%Q1 2026
20
VERUS CAPITAL PARTNERS, LLC
CIK 0001796874
$18M273K1.24%Q1 2026
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