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

J P MORGAN EXCHANGE TRADED F

134 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 46654Q781·134 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$846M
visible holders
Holders
134
filers reporting
Concentration
16.34%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported JPEF in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$138M1.9M0.04%Q1 202602
Avantax Planning Partners, Inc.
CIK 0001005441
$128M1.8M3.52%Q1 202603
LPL Financial LLC
CIK 0001403438
$94M1.3M0.03%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$77M1.1M0.08%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$48M673K0.13%Q1 202606
MORGAN STANLEY
CIK 0000895421
$43M600K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$40M556K0.06%Q1 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$36M517K0.02%Q1 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$32M451K0.05%Q1 202610
Beaumont Financial Advisors, LLC
CIK 0001957394
$28M393K1.94%Q1 202611
Leverty Financial Group, LLC
CIK 0001908386
$28M346K5.40%Q2 202612
Stratos Wealth Partners, LTD.
CIK 0001612865
$25M350K0.29%Q1 202613
Balance Wealth, LLC
CIK 0002065247
$22M274K5.86%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$19M260K0.00%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M249K0.00%Q1 202616
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$17M236K0.09%Q2 202517
MONECO Advisors, LLC
CIK 0001765690
$16M219K1.22%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$15M214K0.00%Q1 202619
SPC Financial, Inc.
CIK 0001415201
$11M142K0.82%Q3 202520
NOVEM GROUP
CIK 0001926783
$10M129K1.05%Q2 2026
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