DOSSIER · 13F Holders · Q1 2026
JPHY

J P MORGAN EXCHANGE TRADED F

22 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 46654Q633·22 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2.1B
visible holders
Holders
22
filers reporting
Concentration
93.99%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported JPHY in Q1 2026. CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM leads at 94.0% 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
$2.0B39.9M1.23%Q1 2026
02
JPMORGAN CHASE & CO
CIK 0000019617
$42M852K0.00%Q1 2026
03
BENJAMIN EDWARDS INC
CIK 0001451623
$29M569K0.26%Q2 2026
04
CMH Wealth Management LLC
CIK 0001657516
$27M537K4.14%Q2 2026
05
ASSETMARK, INC
CIK 0001344551
$15M289K0.03%Q4 2025
06
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
CIK 0001989941
$7M137K1.03%Q2 2026
07
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M51K0.05%Q2 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
$909K18K0.00%Q1 2026
11
Farther Finance Advisors, LLC
CIK 0001992825
$541K11K0.00%Q2 2026
12
Cadent Capital Advisors, LLC
CIK 0001803536
$412K8K0.09%Q2 2026
13
CITADEL ADVISORS LLC
CIK 0001423053
$200K4K0.00%Q4 2025
14
Advisory Services Network, LLC
CIK 0001573876
$45K9000.00%Q1 2026
15
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$6K1150.00%Q2 2026
16
UBS Group AG
CIK 0001610520
$5K1070.00%Q1 2026
17
AE Wealth Management LLC
CIK 0001697723
$5K1000.00%Q1 2026
18
Rossby Financial, LCC
CIK 0002056510
$5K900.00%Q1 2026
19
CWM, LLC
CIK 0001535847
$2K470.00%Q1 2026
20
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1K210.00%Q1 2026
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