DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
JPHY

J P MORGAN EXCHANGE TRADED F

21 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 46654Q633·21 13F holders·last filed Mar 31, 2026
Market cap
4.5%
vs prior quarter
13F value held
$2.1B
72.0% inst. owned
of float
Holders
21
+104 QoQ
filers reporting
Activity
+75 / −66
+970 added · −887 reduced
this quarter
Concentration
94.12%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM #1
top holder share
AI Holders Summary · Q1 2026

21 institutions reported JPHY in Q1 2026. CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM leads at 94.1% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 0000919079
$2.0B39.9M1.23%Q1 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$42M852K0.00%Q1 2026
03
BENJAMIN EDWARDS INC
CIK 0001451623
$28M561K0.28%Q1 2026
04
CMH Wealth Management LLC
CIK 0001657516
$25M506K4.36%Q1 2026
05
ASSETMARK, INC
CIK 0001344551
$15M289K0.03%Q4 2025
06
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$7M138K1.16%Q1 2026
07
Farther Finance Advisors, LLC
CIK 0001992825
$3M51K0.02%Q1 2026
08
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$2M46K0.46%Q1 2026
09
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M23K0.01%Q1 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$908,56818K0.00%Q1 2026
11
Cadent Capital Advisors, LLC
CIK 0001803536
$391,2888K0.10%Q1 2026
12
CITADEL ADVISORS LLC
CIK 0001423053
$200,1854K0.00%Q4 2025
13
Advisory Services Network, LLC
CIK 0001573876
$45,1359000.00%Q1 2026
14
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$5,6741130.00%Q1 2026
15
UBS Group AG
CIK 0001610520
$5,3661070.00%Q1 2026
16
AE Wealth Management LLC
CIK 0001697723
$5,0161000.00%Q1 2026
17
Rossby Financial, LCC
CIK 0002056510
$4,500900.00%Q1 2026
18
CWM, LLC
CIK 0001535847
$2,357470.00%Q1 2026
19
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1,053210.00%Q1 2026
20
Parallel Advisors, LLC
CIK 0001690010
$853170.00%Q1 2026
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