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

J P MORGAN EXCHANGE TRADED F

129 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 46654Q781·129 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$964M
visible holders
Holders
129
filers reporting
Concentration
16.04%
Avantax Planning Partners, Inc. #1
top holder share
AI Holders Summary · Q2 2026

129 institutions reported JPEF in Q2 2026. Avantax Planning Partners, Inc. leads at 16.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Avantax Planning Partners, Inc.
CIK 0001005441
$155M1.9M3.85%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$146M1.8M0.04%Q2 202603
LPL Financial LLC
CIK 0001403438
$115M1.4M0.03%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$108M1.3M0.10%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$50M618K0.10%Q2 202606
MORGAN STANLEY
CIK 0000895421
$48M600K0.00%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$45M563K0.06%Q2 202608
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$43M552K0.02%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$35M438K0.04%Q2 202610
Stratos Wealth Partners, LTD.
CIK 0001612865
$29M360K0.29%Q2 202611
Leverty Financial Group, LLC
CIK 0001908386
$29M354K5.25%Q3 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$24M299K0.00%Q2 202613
Beaumont Financial Advisors, LLC
CIK 0001957394
$23M285K1.46%Q2 202614
Balance Wealth, LLC
CIK 0002065247
$22M274K5.86%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$19M236K0.00%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$18M227K0.00%Q2 202617
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$17M236K0.09%Q2 202518
MONECO Advisors, LLC
CIK 0001765690
$15M190K0.93%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$11M141K0.04%Q2 202620
COZAD ASSET MANAGEMENT INC
CIK 0000709428
$11M134K0.69%Q2 2026
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