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

J P MORGAN EXCHANGE TRADED F

127 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 46641Q308·127 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$213M
visible holders
Holders
127
filers reporting
Concentration
11.16%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

127 institutions reported JPEM in Q2 2026. LPL Financial LLC leads at 11.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$24M378K0.01%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M338K0.00%Q2 202603
MORGAN STANLEY
CIK 0000895421
$15M234K0.00%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$13M206K0.01%Q2 202605
SAM Advisors, LLC
CIK 0001600944
$13M201K3.45%Q2 202606
American Money Management, LLC
CIK 0001600085
$12M197K1.77%Q2 202607
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$12M211K0.07%Q2 202508
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M181K0.00%Q2 202609
Focus Partners Wealth
CIK 0001542153
$10M160K0.01%Q2 202610
KWB Wealth
CIK 0001822236
$10M156K0.84%Q2 202611
OLD MISSION CAPITAL LLC
CIK 0001455915
$9M143K0.14%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M131K0.00%Q2 202613
Avantax Planning Partners, Inc.
CIK 0001005441
$8M127K0.20%Q2 202614
Corient Private Wealth LLC
CIK 0001948780
$8M121K0.01%Q2 202615
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$7M117K0.09%Q2 202616
Cerity Partners LLC
CIK 0001566475
$7M110K0.01%Q2 202617
Linscomb Wealth, Inc.
CIK 0001313294
$7M109K0.30%Q2 202618
UBS Group AG
CIK 0001610520
$7M105K0.00%Q2 202619
First Horizon Advisors, Inc.
CIK 0001588539
$6M103K0.15%Q2 202520
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M92K0.01%Q2 2026
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