DOSSIER · 13F Holders · Q3 2026
JPRF

J P MORGAN EXCHANGE TRADED FD PREF AND INCOME

4 institutions still hold J P MORGAN EXCHANGE TRADED FD PREF AND INCOME as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46654Q468·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$359K
visible holders
Holders
4
filers reporting
Concentration
64.78%
Concurrent Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported JPRF in Q3 2026. Concurrent Investment Advisors, LLC leads at 64.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Concurrent Investment Advisors, LLC
CIK 0002001015
$233K5K0.00%Q3 2026
02
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$103K2K0.01%Q2 2026
03
Triumph Capital Management
CIK 0001730765
$13K2630.00%Q3 2026
04
ASSETMARK, INC
CIK 0001344551
$11K2230.00%Q3 2026