13F Insight
DOSSIER · 13F Holders · Q2 2026
JMTG

J P MORGAN EXCHANGE TRADED F

180 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q575·180 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$5.4B
visible holders
Holders
180
filers reporting
Concentration
44.93%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

180 institutions reported JMTG in Q2 2026. JPMORGAN CHASE & CO leads at 44.9% 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
$2.4B47.7M0.13%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$740M14.6M0.05%Q2 202603
NorthRock Partners, LLC
CIK 0001632097
$410M8.1M5.94%Q2 202604
LPL Financial LLC
CIK 0001403438
$237M4.7M0.05%Q2 202605
M&T BANK CORP
CIK 0000036270
$229M4.5M0.67%Q2 202606
MORGAN STANLEY
CIK 0000895421
$222M4.4M0.01%Q2 202607
Hamilton Capital, LLC
CIK 0001646639
$195M3.8M9.65%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$177M3.5M0.04%Q2 202609
Acropolis Investment Management, LLC
CIK 0001318601
$105M2.1M4.16%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$99M2.0M0.17%Q2 202611
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$80M1.6M0.58%Q2 202612
BAILARD, INC.
CIK 0000750641
$77M1.5M1.56%Q2 202613
Avalon Trust Co
CIK 0001798150
$68M1.3M4.19%Q2 202614
SkyView Investment Advisors, LLC
CIK 0001848237
$50M979K6.71%Q1 202615
O'Brien Wealth Partners LLC
CIK 0001689874
$49M966K6.52%Q4 202516
HSBC HOLDINGS PLC
CIK 0000873630
$49M968K0.02%Q2 202617
BlueStem Wealth Partners, LLC
CIK 0001977465
$49M958K4.83%Q2 202618
Ocean Park Asset Management, LLC
CIK 0001538052
$46M901K2.20%Q2 202619
FIRST NATIONAL TRUST CO
CIK 0001277303
$45M896K1.54%Q2 202620
OneDigital Investment Advisors LLC
CIK 0001690370
$45M887K0.38%Q2 2026
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