13F Insight
DOSSIER · 13F Holders · Q2 2026
JPRE

J P MORGAN EXCHANGE TRADED F

69 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 46641Q126·69 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$385M
visible holders
Holders
69
filers reporting
Concentration
76.49%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

69 institutions reported JPRE in Q2 2026. JPMORGAN CHASE & CO leads at 76.5% 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
$294M5.5M0.02%Q2 202602
National Philanthropic Trust
CIK 0001785342
$13M255K0.19%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$11M220K0.00%Q2 202604
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$10M199K1.18%Q2 202605
FIRST FOUNDATION ADVISORS
CIK 0001086763
$10M198K0.37%Q2 202606
Anderson Financial Strategies, LLC
CIK 0002018166
$8M158K4.38%Q2 202607
Beta Wealth Group, Inc.
CIK 0001594417
$6M121K2.37%Q2 202608
OARSMAN CAPITAL, INC.
CIK 0001569667
$6M108K0.60%Q2 202609
LPL Financial LLC
CIK 0001403438
$5M97K0.00%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4M70K0.00%Q2 202611
Cetera Investment Advisers
CIK 0001666741
$3M56K0.00%Q2 202612
Medallion Wealth Advisors, LLC
CIK 0002131139
$3M8K0.82%Q2 202613
CENTRAL TRUST Co
CIK 0000044365
$2M34K0.03%Q2 202614
21 West Wealth Management LLC
CIK 0002067541
$2M30K1.36%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M25K0.00%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M23K0.00%Q2 202617
One Capital Management, LLC
CIK 0001606588
$1M24K0.03%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M22K0.00%Q2 202619
Orion Porfolio Solutions, LLC
CIK 0001360533
$1M22K0.01%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1M21K0.00%Q2 2026
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