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

J P MORGAN EXCHANGE TRADED F

172 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 46654Q773·172 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.0B
visible holders
Holders
172
filers reporting
Concentration
75.36%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

172 institutions reported JPLD in Q2 2026. JPMORGAN CHASE & CO leads at 75.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$2.3B43.9M0.13%Q2 202602
FMR LLC
CIK 0000315066
$125M2.4M0.01%Q2 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$82M1.6M0.13%Q2 202604
MORGAN STANLEY
CIK 0000895421
$80M1.5M0.00%Q2 202605
M&T BANK CORP
CIK 0000036270
$58M1.1M0.17%Q2 202606
LPL Financial LLC
CIK 0001403438
$54M1.0M0.01%Q2 202607
Schiavi & Co LLC
CIK 0001840014
$51M973K13.42%Q2 202608
Miracle Mile Advisors, LLC
CIK 0001585859
$51M971K0.59%Q2 202609
UBS Group AG
CIK 0001610520
$47M908K0.01%Q2 202610
Wealthquest Corp
CIK 0001632968
$36M696K2.29%Q2 202611
MBM WEALTH CONSULTANTS, LLC
CIK 0001762068
$27M513K5.17%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M399K0.00%Q2 202613
Scott Capital Advisors, LLC
CIK 0001905673
$17M322K2.63%Q2 202614
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$16M297K0.01%Q2 202615
Essential Planning, LLC.
CIK 0001949824
$15M297K4.38%Q2 202616
ANCHOR CAPITAL ADVISORS LLC
CIK 0000813933
$15M282K0.21%Q2 202617
TD Capital Management LLC
CIK 0001483824
$14M273K1.17%Q2 202618
Spinnaker Investment Group, LLC
CIK 0001911067
$14M269K2.25%Q2 202619
Per Stirling Capital Management, LLC.
CIK 0001689933
$14M263K1.30%Q2 202620
Intellus Advisors LLC
CIK 0002055137
$13M244K1.55%Q2 2026
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