13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$348M
visible holders
Holders
120
filers reporting
Concentration
15.49%
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 15.5% 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
$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
$19M322K4.33%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$16M300K0.00%Q1 202607
Aprio Wealth Management, LLC
CIK 0001803519
$15M257K0.76%Q2 202608
MORGAN STANLEY
CIK 0000895421
$14M273K0.00%Q1 202609
Goldstein Advisors, LLC
CIK 0001963807
$14M231K1.27%Q2 202610
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$11M214K0.01%Q1 202611
Sprinkle Financial Consultants LLC
CIK 0002011593
$11M180K4.24%Q2 202612
APPLETON PARTNERS INC/MA
CIK 0001055290
$10M191K0.70%Q1 202613
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$10M190K0.32%Q1 202614
Keystone Financial Services, LLC
CIK 0002046033
$10M161K5.83%Q2 202615
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$9M146K1.10%Q2 202616
JPMORGAN CHASE & CO
CIK 0000019617
$8M155K0.00%Q1 202617
TOCQUEVILLE ASSET MANAGEMENT L.P.
CIK 0000883961
$7M140K0.11%Q1 202618
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$7M140K1.44%Q1 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$7M135K0.01%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M135K0.00%Q1 2026
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