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

J P MORGAN EXCHANGE TRADED F

66 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 46641Q126·66 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.3%
vs prior quarter
13F value held
$359M
46.0% inst. owned
of float
Holders
66
-132 QoQ
filers reporting
Activity
+25 / −11
+964 added · −930 reduced
this quarter
Concentration
75.23%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

66 institutions reported JPRE in Q1 2026. JPMORGAN CHASE & CO leads at 75.2% of the visible book. -132 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
$270M5.7M0.02%Q1 202602
FIRST FOUNDATION ADVISORS
CIK 0001086763
$14M295K0.57%Q1 202603
National Philanthropic Trust
CIK 0001785342
$13M275K0.14%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M194K0.00%Q1 202605
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$8M173K1.10%Q1 202606
Anderson Financial Strategies, LLC
CIK 0002018166
$8M158K4.48%Q1 202607
Beta Wealth Group, Inc.
CIK 0001594417
$6M121K2.41%Q1 202608
LPL Financial LLC
CIK 0001403438
$5M99K0.00%Q1 202609
OARSMAN CAPITAL, INC.
CIK 0001569667
$4M92K0.55%Q1 202610
Ducere Wealth Management LLC
CIK 0002083656
$4M90K1.71%Q1 202611
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$4M77K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$3M56K0.00%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M41K0.00%Q1 202614
21 West Wealth Management LLC
CIK 0002067541
$1M31K1.36%Q1 202615
CENTRAL TRUST Co
CIK 0000044365
$1M29K0.03%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M25K0.00%Q1 202617
One Capital Management, LLC
CIK 0001606588
$1M24K0.03%Q1 202618
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M22K0.01%Q2 202519
Orion Porfolio Solutions, LLC
CIK 0001360533
$942,02020K0.01%Q1 202620
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$888,00918K0.06%Q1 2026
Page 1 of 4
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