DOSSIER · 13F Holders · Q1 2026
JPME

J P MORGAN EXCHANGE TRADED F

114 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 46641Q886·114 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$228M
visible holders
Holders
114
filers reporting
Concentration
20.70%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

114 institutions reported JPME in Q1 2026. MORGAN STANLEY leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$47M411K0.00%Q1 2026
02
HighTower Advisors, LLC
CIK 0001462245
$44M356K0.04%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$29M251K0.01%Q1 2026
04
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$15M133K0.01%Q1 2026
05
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$14M123K0.04%Q1 2026
06
APPLETON PARTNERS INC/MA
CIK 0001055290
$11M93K0.74%Q1 2026
07
Cerity Partners LLC
CIK 0001566475
$11M92K0.01%Q1 2026
08
RVW Wealth, LLC
CIK 0001756543
$8M64K0.52%Q2 2026
09
Manske Wealth Management
CIK 0002095143
$8M63K1.96%Q2 2026
10
Sanctuary Advisors, LLC
CIK 0001777271
$6M55K0.03%Q1 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$6M55K0.00%Q1 2026
12
1900 WEALTH MANAGEMENT LLC
CIK 0001791996
$6M46K0.32%Q2 2026
13
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M34K0.00%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M30K0.01%Q1 2026
15
Good Life Advisors, LLC
CIK 0001696260
$3M27K0.18%Q2 2025
16
Equitable Holdings, Inc.
CIK 0001333986
$3M24K0.02%Q1 2026
17
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CIK 0002056591
$3M23K2.32%Q1 2026
18
Modern Wealth Management, LLC
CIK 0002001900
$3M22K0.04%Q1 2026
19
KWB Wealth
CIK 0001822236
$3M20K0.22%Q2 2026
20
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M20K0.00%Q2 2026
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