13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
JPEF

J P MORGAN EXCHANGE TRADED F

136 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 46654Q781·136 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$841M
59.0% inst. owned
of float
Holders
136
+26 QoQ
filers reporting
Activity
+26 / −59
+956 added · −782 reduced
this quarter
Concentration
16.44%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

136 institutions reported JPEF in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 16.4% of the visible book. +26 net new institutions vs prior quarter — accumulation reading.

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
Stratos Wealth Partners, LTD.
CIK 0001612865
$25M350K0.29%Q1 202612
Leverty Financial Group, LLC
CIK 0001908386
$24M339K5.39%Q1 202613
Balance Wealth, LLC
CIK 0002065247
$19M268K5.99%Q1 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
NOVEM GROUP
CIK 0001926783
$12M162K1.33%Q1 202620
SPC Financial, Inc.
CIK 0001415201
$11M142K0.82%Q3 2025
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