13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
JPIN

J P MORGAN EXCHANGE TRADED F

120 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 46641Q209·120 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.6%
vs prior quarter
13F value held
$203M
48.0% inst. owned
of float
Holders
120
-11 QoQ
filers reporting
Activity
+68 / −11
+1,021 added · −855 reduced
this quarter
Concentration
16.87%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

120 institutions reported JPIN in Q1 2026. UBS Group AG leads at 16.9% of the visible book. -11 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$34M481K0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$22M312K0.00%Q1 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$20M286K0.04%Q1 202604
Cerity Partners LLC
CIK 0001566475
$15M208K0.02%Q1 202605
Sterneck Capital Management, LLC
CIK 0001438574
$12M172K5.51%Q1 202606
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$12M163K0.02%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M147K0.00%Q1 202608
LPL Financial LLC
CIK 0001403438
$10M137K0.00%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9M123K0.00%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M122K0.00%Q1 202611
Focus Partners Wealth
CIK 0001542153
$8M122K0.01%Q4 202512
ROYAL BANK OF CANADA
CIK 0001000275
$7M103K0.00%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M87K0.01%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$6M89K0.00%Q1 202615
Savoie Capital LLC
CIK 0002001471
$6M93K0.74%Q2 202516
KKM Financial LLC
CIK 0002001943
$4M61K0.73%Q4 202517
Allworth Financial LP
CIK 0001555170
$4M50K0.01%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M48K0.00%Q1 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M34K0.00%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M33K0.00%Q1 2026
Page 1 of 6
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