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

J P MORGAN EXCHANGE TRADED F

255 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 46641Q852·255 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$910M
visible holders
Holders
255
filers reporting
Concentration
13.38%
Avantax Planning Partners, Inc. #1
top holder share
AI Holders Summary · Q2 2026

255 institutions reported JPIB in Q2 2026. Avantax Planning Partners, Inc. leads at 13.4% 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
$122M2.5M3.03%Q2 202602
LPL Financial LLC
CIK 0001403438
$82M1.7M0.02%Q2 202603
Rice Partnership, LLC
CIK 0001736736
$79M1.6M9.54%Q2 202604
FSM Wealth Advisors, LLC
CIK 0001942548
$67M1.4M7.10%Q2 202605
Hills Bank & Trust Co
CIK 0001309148
$61M1.3M2.60%Q2 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$57M1.2M0.00%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$48M992K0.05%Q2 202608
Parallel Advisors, LLC
CIK 0001690010
$48M989K0.73%Q2 202609
Prime Capital Investment Advisors, LLC
CIK 0001731446
$45M925K0.43%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M879K0.01%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$39M809K0.04%Q2 202612
MORGAN STANLEY
CIK 0000895421
$28M569K0.00%Q2 202613
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$27M568K0.01%Q2 202614
Goldstone Financial Group, LLC
CIK 0002040021
$27M566K2.50%Q2 202615
Kestra Investment Management, LLC
CIK 0001962449
$26M534K0.50%Q2 202616
Hughes Financial Services, LLC
CIK 0002054465
$24M495K3.17%Q2 202617
Midwest Financial Partners Investments, Inc.
CIK 0001968851
$23M483K9.69%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$22M457K0.01%Q2 202619
ForthRight Wealth Management, LLC
CIK 0001841633
$22M456K5.64%Q2 202620
Apella Capital, LLC
CIK 0001801507
$21M441K0.30%Q2 2026
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