13F Insight
DOSSIER · 13F Holders · Q3 2026
JMOM

J P MORGAN EXCHANGE TRADED F

168 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q779·168 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
168
filers reporting
Concentration
49.25%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q3 2026

168 institutions reported JMOM in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 49.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$843M10.0M1.25%Q3 202602
Blue Trust, Inc.
CIK 0001856022
$378M4.5M3.98%Q3 202603
Equitable Holdings, Inc.
CIK 0001333986
$121M1.4M0.73%Q2 202604
LPL Financial LLC
CIK 0001403438
$72M839K0.02%Q2 202605
JPMORGAN CHASE & CO
CIK 0000019617
$65M771K0.00%Q2 202606
Shore Point Advisors, LLC
CIK 0001907092
$44M706K13.91%Q3 202607
EP Wealth Advisors, LLC
CIK 0001540569
$33M387K0.13%Q2 202608
Nova R Wealth, Inc.
CIK 0001729457
$21M250K6.22%Q2 202609
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$20M236K3.46%Q2 202610
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$17M206K2.10%Q2 202611
CABOT WEALTH MANAGEMENT INC
CIK 0001016683
$15M173K1.50%Q2 202612
Vident Advisory, LLC
CIK 0001744347
$15M172K0.11%Q2 202613
CWM, LLC
CIK 0001535847
$13M191K0.03%Q1 202614
Cassia Capital Partners, LLC
CIK 0001844897
$12M137K5.68%Q2 202615
Corient Private Wealth LLC
CIK 0001948780
$9M109K0.01%Q2 202616
Vise Technologies, Inc.
CIK 0001812090
$8M89K0.09%Q2 202617
Wealth Enhancement Trust Services, Inc.
CIK 0002067696
$7M82K0.73%Q3 202618
Savant Capital, LLC
CIK 0001482880
$7M79K0.02%Q2 202619
5T Wealth, LLC
CIK 0002039313
$7M76K2.43%Q2 202620
Fifth Third Wealth Advisors LLC
CIK 0001899030
$6M70K0.15%Q3 2026
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