13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
JMUB

J P MORGAN EXCHANGE TRADED F

523 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 46641Q647·Exchange Traded Fund·523 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.7%
vs prior quarter
13F value held
$2.7B
65.0% inst. owned
of float
Holders
523
-10 QoQ
filers reporting
Activity
+51 / −28
+780 added · −842 reduced
this quarter
Concentration
23.42%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

523 institutions reported JMUB in Q1 2026. JPMORGAN CHASE & CO leads at 23.4% of the visible book. -10 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
$642M12.8M0.04%Q1 202602
LPL Financial LLC
CIK 0001403438
$310M6.2M0.08%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$238M4.8M0.15%Q1 202604
Meeder Advisory Services, Inc.
CIK 0001792167
$213M4.3M8.91%Q1 202605
Cetera Investment Advisers
CIK 0001666741
$182M3.6M0.19%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$144M2.9M0.03%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$137M2.7M0.01%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$114M2.3M0.23%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$96M1.9M0.03%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$87M1.7M0.03%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$71M1.4M0.03%Q1 202612
1900 WEALTH MANAGEMENT LLC
CIK 0001791996
$70M1.4M4.51%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$64M1.3M0.11%Q1 202614
Forvis Mazars Wealth Advisors, LLC
CIK 0001352864
$63M1.3M1.20%Q1 202615
Avantax Planning Partners, Inc.
CIK 0001005441
$62M1.2M1.70%Q1 202616
MORGAN STANLEY
CIK 0000895421
$58M1.2M0.00%Q1 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$50M1.0M0.40%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$49M977K0.07%Q1 202619
Asio Capital, LLC
CIK 0001803291
$46M918K6.45%Q1 202620
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$45M898K0.24%Q2 2025
Page 1 of 27
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