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

J P MORGAN EXCHANGE TRADED F

123 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 46641Q845·123 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$374M
visible holders
Holders
123
filers reporting
Concentration
17.31%
Koss-Olinger Consulting, LLC #1
top holder share
AI Holders Summary · Q2 2026

123 institutions reported JPSE in Q2 2026. Koss-Olinger Consulting, LLC leads at 17.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Koss-Olinger Consulting, LLC
CIK 0001861163
$65M1.1M4.98%Q2 202602
LPL Financial LLC
CIK 0001403438
$52M866K0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$29M475K0.01%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$25M416K0.00%Q2 202605
Hartford Financial Management Inc.
CIK 0001352526
$19M322K4.33%Q2 202606
MORGAN STANLEY
CIK 0000895421
$19M310K0.00%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$18M294K0.00%Q2 202608
Aprio Wealth Management, LLC
CIK 0001803519
$15M257K0.76%Q2 202609
Goldstein Advisors, LLC
CIK 0001963807
$14M231K1.27%Q2 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$13M219K0.01%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$12M195K0.00%Q2 202612
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$11M190K0.30%Q2 202613
TRUIST FINANCIAL CORP
CIK 0000092230
$11M182K0.01%Q2 202614
Sprinkle Financial Consultants LLC
CIK 0002011593
$11M180K4.24%Q2 202615
Sanctuary Advisors, LLC
CIK 0001777271
$11M177K0.05%Q2 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$10M169K0.05%Q2 202617
APPLETON PARTNERS INC/MA
CIK 0001055290
$10M191K0.70%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M166K0.00%Q2 202619
Keystone Financial Services, LLC
CIK 0002046033
$10M161K5.83%Q2 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$10M162K0.00%Q2 2026
Page 1 of 7
103 more holders available. Log in →