13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
JMTG

J P MORGAN EXCHANGE TRADED F

178 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 46654Q575·178 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.3%
vs prior quarter
13F value held
$5.5B
58.0% inst. owned
of float
Holders
178
-118 QoQ
filers reporting
Activity
+16 / −61
+933 added · −940 reduced
this quarter
Concentration
44.91%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported JMTG in Q1 2026. JPMORGAN CHASE & CO leads at 44.9% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$2.5B48.8M0.16%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$730M14.3M0.05%Q1 202603
NorthRock Partners, LLC
CIK 0001632097
$497M9.7M8.01%Q1 202604
MORGAN STANLEY
CIK 0000895421
$284M5.6M0.02%Q1 202605
LPL Financial LLC
CIK 0001403438
$244M4.8M0.06%Q1 202606
Hamilton Capital, LLC
CIK 0001646639
$194M3.8M10.04%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$182M3.6M0.04%Q1 202608
M&T BANK CORP
CIK 0000036270
$171M3.3M0.58%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$95M1.9M0.19%Q1 202610
Acropolis Investment Management, LLC
CIK 0001318601
$88M1.7M3.89%Q1 202611
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$80M1.6M0.65%Q1 202612
BAILARD, INC.
CIK 0000750641
$74M1.5M1.71%Q1 202613
Avalon Trust Co
CIK 0001798150
$68M1.3M4.70%Q1 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$52M1.0M0.09%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$51M998K0.19%Q1 202616
HSBC HOLDINGS PLC
CIK 0000873630
$50M978K0.03%Q1 202617
O'Brien Wealth Partners LLC
CIK 0001689874
$49M966K6.52%Q4 202518
Ocean Park Asset Management, LLC
CIK 0001538052
$46M901K2.65%Q1 202619
OneDigital Investment Advisors LLC
CIK 0001690370
$45M889K0.44%Q1 202620
FIRST NATIONAL TRUST CO
CIK 0001277303
$43M842K1.46%Q1 2026
Page 1 of 9
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