DOSSIER · 13F Holders · Q2 2026
JPMB

J P MORGAN EXCHANGE TRADED F

41 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 46641Q746·41 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$54M
visible holders
Holders
41
filers reporting
Concentration
20.16%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

41 institutions reported JPMB in Q2 2026. MORGAN STANLEY leads at 20.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$11M269K0.00%Q2 2026
02
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8M195K0.00%Q2 2026
03
Cambria Investment Management, L.P.
CIK 0001529389
$6M151K0.30%Q2 2026
04
RiverFront Investment Group, LLC
CIK 0001469751
$6M142K0.08%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M133K0.00%Q1 2026
06
ARQ WEALTH ADVISORS, LLC
CIK 0001811827
$5M124K0.61%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$2M62K0.00%Q2 2026
08
HSBC HOLDINGS PLC
CIK 0000873630
$2M56K0.00%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$2M52K0.00%Q2 2026
10
Forthright Family Wealth Advisory LLC
CIK 0002008648
$1M28K0.64%Q2 2026
11
Convergence Financial, LLC
CIK 0002034001
$730K18K0.06%Q2 2026
12
Focus Financial Network, Inc.
CIK 0002010942
$646K16K0.02%Q2 2026
13
Pure Financial Advisors, LLC
CIK 0001571556
$628K16K0.01%Q2 2026
14
Steward Partners Investment Advisory, LLC
CIK 0001723397
$598K15K0.00%Q2 2026
15
5T Wealth, LLC
CIK 0002039313
$576K14K0.21%Q2 2026
16
GTS SECURITIES LLC
CIK 0001452765· Market maker
$467K12K0.01%Q2 2026
17
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$447K11K0.00%Q2 2026
18
Farther Finance Advisors, LLC
CIK 0001992825
$431K11K0.00%Q2 2026
19
Integrated Wealth Concepts LLC
CIK 0001737109
$367K9K0.00%Q2 2026
20
UBS Group AG
CIK 0001610520
$258K6K0.00%Q2 2026
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