13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
JPIE

J P MORGAN EXCHANGE TRADED F

469 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 46641Q159·Exchange Traded Fund·469 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.0%
vs prior quarter
13F value held
$3.0B
79.0% inst. owned
of float
Holders
469
-74 QoQ
filers reporting
Activity
+90 / −72
+891 added · −855 reduced
this quarter
Concentration
13.23%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

469 institutions reported JPIE in Q1 2026. CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads at 13.2% of the visible book. -74 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$400M8.7M0.06%Q1 202602
MORGAN STANLEY
CIK 0000895421
$329M7.1M0.02%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$308M6.7M0.02%Q1 202604
Savant Capital, LLC
CIK 0001482880
$296M6.4M1.43%Q1 202605
Sequoia Financial Advisors, LLC
CIK 0001599900
$294M6.4M1.64%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$266M5.8M0.05%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$167M3.6M0.01%Q1 202608
Heritage Financial Services, LLC
CIK 0001752035
$132M2.8M11.01%Q4 202509
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$120M2.6M0.03%Q1 202610
Waverly Advisors, LLC
CIK 0001568787
$115M2.5M0.86%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$105M2.3M0.02%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$80M1.7M0.02%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$76M1.6M0.11%Q1 202614
Arkadios Wealth Advisors
CIK 0001800798
$55M1.2M0.90%Q1 202615
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$52M1.1M1.29%Q1 202616
Syntegra Private Wealth Group, LLC
CIK 0001964298
$51M1.1M4.83%Q1 202617
Williams Financial, LLC
CIK 0001846923
$48M1.1M28.19%Q1 202618
D'Orazio & Associates, Inc.
CIK 0001646821
$44M946K5.65%Q1 202619
Hilton Capital Management, LLC
CIK 0001541211
$43M928K3.23%Q4 202520
Wagner Wealth Management, LLC
CIK 0001728657
$42M905K8.42%Q1 2026
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