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

J P MORGAN EXCHANGE TRADED F

119 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 46641Q209·119 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$204M
visible holders
Holders
119
filers reporting
Concentration
16.24%
UBS Group AG #1
top holder share
AI Holders Summary · Q2 2026

119 institutions reported JPIN in Q2 2026. UBS Group AG leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$33M458K0.00%Q2 202602
MORGAN STANLEY
CIK 0000895421
$23M314K0.00%Q2 202603
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$21M281K0.03%Q2 202604
Cerity Partners LLC
CIK 0001566475
$15M204K0.02%Q2 202605
Sterneck Capital Management, LLC
CIK 0001438574
$12M169K5.24%Q2 202606
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$12M168K0.02%Q2 202607
Focus Partners Wealth
CIK 0001542153
$9M126K0.01%Q2 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$9M118K0.00%Q2 202609
Kingsview Wealth Management, LLC
CIK 0001791965
$8M116K0.10%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M114K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M102K0.01%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$7M93K0.00%Q2 202613
LPL Financial LLC
CIK 0001403438
$7M92K0.00%Q2 202614
Sanctuary Advisors, LLC
CIK 0001777271
$6M87K0.03%Q2 202615
Savoie Capital LLC
CIK 0002001471
$6M93K0.74%Q2 202516
JPMORGAN CHASE & CO
CIK 0000019617
$6M82K0.00%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M62K0.00%Q2 202618
Allworth Financial LP
CIK 0001555170
$4M50K0.02%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M48K0.00%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M46K0.00%Q2 2026
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