DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

JPIB

J P MORGAN EXCHANGE TRADED F

247 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 46641Q852·247 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 7.1%

vs prior quarter

13F value held

$792M

67.0% inst. owned

of float

Holders

247

-58 QoQ

filers reporting

Activity

+88 / −88

+890 added · −781 reduced

this quarter

Concentration

14.70%

Avantax Planning Partners, Inc. #1

top holder share

AI Holders Summary · Q1 2026

247 institutions reported JPIB in Q1 2026. Avantax Planning Partners, Inc. leads at 14.7% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Avantax Planning Partners, Inc.

$116M2.4M3.19%Q1 2026 02

LPL Financial LLC

$74M1.6M0.02%Q1 2026 03

Rice Partnership, LLC

$71M1.5M9.74%Q1 2026 04

FSM Wealth Advisors, LLC

$56M1.2M7.16%Q1 2026 05

BANK OF AMERICA CORP /DE/

$52M1.1M0.00%Q1 2026 06

HighTower Advisors, LLC

$47M983K0.05%Q1 2026 07

Prime Capital Investment Advisors, LLC

$44M927K0.51%Q1 2026 08

Parallel Advisors, LLC

$42M883K0.76%Q1 2026 09

Cetera Investment Advisers

$36M757K0.04%Q1 2026 10

Kestra Investment Management, LLC

$32M664K0.55%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

$29M613K0.01%Q1 2026 12

Goldstone Financial Group, LLC

$26M539K2.79%Q1 2026 13

$23M490K0.00%Q1 2026 14

Midwest Financial Partners Investments, Inc.

$22M456K11.56%Q1 2026 15

Hughes Financial Services, LLC

$22M451K3.32%Q1 2026 16

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$21M445K0.01%Q1 2026 17

ForthRight Wealth Management, LLC

$20M422K5.72%Q1 2026 18

Hills Bank & Trust Co

$20M418K0.97%Q1 2026 19

Apella Capital, LLC

$20M412K0.30%Q1 2026 20

ENVESTNET ASSET MANAGEMENT INC

$18M368K0.00%Q1 2026

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