13F Insight
DOSSIER · 13F Holders · Q1 2026
JMSI

J P MORGAN EXCHANGE TRADED F

75 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 46654Q815·75 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$254M
visible holders
Holders
75
filers reporting
Concentration
33.29%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

75 institutions reported JMSI in Q1 2026. Betterment LLC leads at 33.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Betterment LLC
CIK 0001633901
$84M1.7M0.16%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$51M1.0M0.00%Q2 202603
EP Wealth Advisors, LLC
CIK 0001540569
$23M449K0.09%Q2 202604
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$11M210K0.01%Q4 202505
Integrated Wealth Concepts LLC
CIK 0001737109
$11M209K0.05%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M185K0.00%Q2 202607
SEEDS INVESTOR LLC
CIK 0002021047
$9M177K0.92%Q2 202608
Ellevest, Inc.
CIK 0001644128
$9M169K1.00%Q2 202609
FMR LLC
CIK 0000315066
$8M156K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M151K0.00%Q2 202611
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$6M109K0.07%Q2 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M94K0.00%Q2 202613
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$4M75K0.01%Q2 202614
Modera Wealth Management, LLC
CIK 0001542143
$3M62K0.03%Q2 202615
LPL Financial LLC
CIK 0001403438
$3M50K0.00%Q2 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M50K0.00%Q2 202617
Golden State Equity Partners
CIK 0001845003
$2M49K0.18%Q1 202618
FIDUCIARY TRUST CO
CIK 0000035442
$2M48K0.03%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M48K0.00%Q1 202620
ORG Partners LLC
CIK 0001979372
$2M44K0.39%Q4 2025
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