13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
JMOM

J P MORGAN EXCHANGE TRADED F

148 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 46641Q779·148 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.7%
vs prior quarter
13F value held
$1.3B
62.0% inst. owned
of float
Holders
148
-76 QoQ
filers reporting
Activity
+91 / −75
+1,009 added · −770 reduced
this quarter
Concentration
48.97%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

148 institutions reported JMOM in Q1 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 49.0% of the visible book. -76 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$628M9.1M1.28%Q1 202602
Blue Trust, Inc.
CIK 0001856022
$324M4.8M3.71%Q1 202603
Equitable Holdings, Inc.
CIK 0001333986
$86M1.3M0.55%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$50M758K0.00%Q1 202605
Shore Point Advisors, LLC
CIK 0001907092
$35M657K13.65%Q1 202606
LPL Financial LLC
CIK 0001403438
$28M414K0.01%Q1 202607
Nova R Wealth, Inc.
CIK 0001729457
$17M243K5.27%Q1 202608
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$16M239K3.19%Q1 202609
CWM, LLC
CIK 0001535847
$13M191K0.03%Q1 202610
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$13M189K2.31%Q1 202611
West Wealth Group, LLC
CIK 0001923591
$12M180K2.42%Q1 202612
Vident Advisory, LLC
CIK 0001744347
$11M169K0.10%Q1 202613
Cassia Capital Partners, LLC
CIK 0001844897
$10M141K4.94%Q1 202614
Corient Private Wealth LLC
CIK 0001948780
$8M117K0.01%Q1 202615
Orion Portfolio Solutions, LLC
CIK 0001802647
$7M127K0.04%Q1 202516
Orion Porfolio Solutions, LLC
CIK 0001360533
$6M89K0.05%Q1 202617
Savant Capital, LLC
CIK 0001482880
$5M80K0.03%Q1 202618
5T Wealth, LLC
CIK 0002039313
$5M77K2.05%Q1 202619
Kingsview Wealth Management, LLC
CIK 0001791965
$4M65K0.06%Q1 202620
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$4M62K0.27%Q1 2026
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