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

J P MORGAN EXCHANGE TRADED F

27 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 46654Q633·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
27
filers reporting
Concentration
91.47%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported JPHY in Q2 2026. CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM leads at 91.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
CIK 0000919079
$2.0B39.9M1.13%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$51M1.0M0.00%Q2 202603
BENJAMIN EDWARDS INC
CIK 0001451623
$29M569K0.26%Q2 202604
CMH Wealth Management LLC
CIK 0001657516
$27M537K4.14%Q2 202605
State of New Jersey Common Pension Fund D
CIK 0001483066
$25M500K0.09%Q2 202606
SEI INVESTMENTS CO
CIK 0000350894
$21M423K0.02%Q2 202607
ASSETMARK, INC
CIK 0001344551
$15M295K0.03%Q2 202608
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$7M137K1.03%Q2 202609
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$3M51K0.44%Q2 202610
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M51K0.05%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M37K0.00%Q2 202612
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$2M37K0.02%Q2 202613
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M25K0.01%Q2 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$909K18K0.00%Q1 202615
Farther Finance Advisors, LLC
CIK 0001992825
$541K11K0.00%Q2 202616
LPL Financial LLC
CIK 0001403438
$418K8K0.00%Q2 202617
Cadent Capital Advisors, LLC
CIK 0001803536
$412K8K0.09%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$94K2K0.00%Q2 202619
MORGAN STANLEY
CIK 0000895421
$45K9000.00%Q2 202620
Continuum Advisory, LLC
CIK 0001846532
$16K3150.00%Q2 2026
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