13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
JPSE

J P MORGAN EXCHANGE TRADED F

120 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 46641Q845·120 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.8%
vs prior quarter
13F value held
$338M
50.0% inst. owned
of float
Holders
120
-91 QoQ
filers reporting
Activity
+8 / −98
+747 added · −802 reduced
this quarter
Concentration
15.94%
Koss-Olinger Consulting, LLC #1
top holder share
AI Holders Summary · Q1 2026

120 institutions reported JPSE in Q1 2026. Koss-Olinger Consulting, LLC leads at 15.9% of the visible book. -91 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Koss-Olinger Consulting, LLC
CIK 0001861163
$54M1.0M4.52%Q1 202602
LPL Financial LLC
CIK 0001403438
$48M907K0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$39M739K0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$32M611K0.00%Q1 202605
Hartford Financial Management Inc.
CIK 0001352526
$17M329K4.40%Q1 202606
Aprio Wealth Management, LLC
CIK 0001803519
$17M317K0.91%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$16M300K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$14M273K0.00%Q1 202609
Goldstein Advisors, LLC
CIK 0001963807
$12M231K1.34%Q1 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M214K0.01%Q1 202611
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$10M190K0.32%Q1 202612
Sprinkle Financial Consultants LLC
CIK 0002011593
$9M175K4.23%Q1 202613
Keystone Financial Services, LLC
CIK 0002046033
$8M161K5.69%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$8M155K0.00%Q1 202615
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$8M147K1.06%Q1 202616
TOCQUEVILLE ASSET MANAGEMENT L.P.
CIK 0000883961
$7M140K0.11%Q1 202617
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$7M140K1.44%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$7M135K0.01%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M135K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M129K0.00%Q1 2026
Page 1 of 6
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