13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
JPIE

J P MORGAN EXCHANGE TRADED F

509 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 46641Q159·Exchange Traded Fund·509 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.5B
visible holders
Holders
509
filers reporting
Concentration
17.55%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

509 institutions reported JPIE in Q2 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 17.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$616M13.4M0.08%Q2 202602
JPMORGAN CHASE & CO
CIK 0000019617
$381M8.3M0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$337M7.3M0.02%Q2 202604
Sequoia Financial Advisors, LLC
CIK 0001599900
$328M7.1M1.64%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$289M6.3M0.05%Q2 202606
Savant Capital, LLC
CIK 0001482880
$286M6.2M0.84%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$190M4.1M0.01%Q2 202608
Heritage Financial Services, LLC
CIK 0001752035
$132M2.8M11.01%Q4 202509
Waverly Advisors, LLC
CIK 0001568787
$123M2.7M0.71%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$121M2.6M0.03%Q2 202611
LPL Financial LLC
CIK 0001403438
$95M2.1M0.02%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$93M2.0M0.03%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$87M1.9M0.01%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$80M1.7M0.09%Q2 202615
Syntegra Private Wealth Group, LLC
CIK 0001964298
$77M1.7M5.93%Q2 202616
Southern Financial Group, LLC
CIK 0002140714
$65M1.4M16.58%Q2 202617
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$56M1.2M1.23%Q2 202618
Hilton Capital Management, LLC
CIK 0001541211
$55M1.2M3.71%Q2 202619
Williams Financial, LLC
CIK 0001846923
$52M1.1M26.66%Q2 202620
Janney Montgomery Scott LLC
CIK 0001329948
$48M1.0M0.12%Q1 2026
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