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

J P MORGAN EXCHANGE TRADED F

154 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 46654Q773·154 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.8%
vs prior quarter
13F value held
$3.0B
48.0% inst. owned
of float
Holders
154
-124 QoQ
filers reporting
Activity
+38 / −47
+891 added · −763 reduced
this quarter
Concentration
80.01%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

154 institutions reported JPLD in Q1 2026. JPMORGAN CHASE & CO leads at 80.0% of the visible book. -124 net institutions QoQ — distribution reading.

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
$48M918K0.66%Q1 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
M&T BANK CORP
CIK 0000036270
$34M661K0.12%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M403K0.00%Q1 202611
MBM WEALTH CONSULTANTS, LLC
CIK 0001762068
$18M339K4.06%Q1 202612
TD Capital Management LLC
CIK 0001483824
$14M264K1.24%Q1 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$13M257K0.01%Q1 202614
Stonebridge Financial Group, LLC
CIK 0002009367
$13M251K1.08%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M238K0.00%Q1 202616
FMA Wealth Management, LLC
CIK 0002011155
$12M238K8.25%Q1 202617
Bulwark Capital Corp
CIK 0002075899
$12M236K7.60%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$12M234K0.00%Q1 202619
Intellus Advisors LLC
CIK 0002055137
$12M233K1.66%Q1 202620
Essential Planning, LLC.
CIK 0001949824
$12M229K3.80%Q1 2026
Page 1 of 8
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