13F Insight
DOSSIER · 13F Holders · Q1 2026
JPLD

J P MORGAN EXCHANGE TRADED F

162 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 46654Q773·162 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.0B
visible holders
Holders
162
filers reporting
Concentration
79.15%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

162 institutions reported JPLD in Q1 2026. JPMORGAN CHASE & CO leads at 79.2% 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
$2.4B45.3M0.15%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$85M1.6M0.15%Q1 202603
MORGAN STANLEY
CIK 0000895421
$75M1.4M0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$60M1.2M0.02%Q1 202605
Miracle Mile Advisors, LLC
CIK 0001585859
$51M971K0.59%Q2 202606
Schiavi & Co LLC
CIK 0001840014
$47M896K13.88%Q1 202607
Allspring Global Investments Holdings, LLC
CIK 0001890906
$46M876K0.08%Q1 202608
UBS Group AG
CIK 0001610520
$44M835K0.01%Q1 202609
Wealthquest Corp
CIK 0001632968
$36M696K2.29%Q2 202610
M&T BANK CORP
CIK 0000036270
$34M661K0.12%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M403K0.00%Q1 202612
MBM WEALTH CONSULTANTS, LLC
CIK 0001762068
$18M339K4.06%Q1 202613
Scott Capital Advisors, LLC
CIK 0001905673
$17M322K2.63%Q2 202614
Spinnaker Investment Group, LLC
CIK 0001911067
$14M269K2.25%Q2 202615
TD Capital Management LLC
CIK 0001483824
$14M264K1.24%Q1 202616
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M257K0.01%Q1 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M238K0.00%Q1 202618
FMA Wealth Management, LLC
CIK 0002011155
$12M234K7.80%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$12M234K0.00%Q1 202620
Intellus Advisors LLC
CIK 0002055137
$12M233K1.66%Q1 2026
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