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

J P MORGAN EXCHANGE TRADED F

109 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 46641Q407·109 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$261M
visible holders
Holders
109
filers reporting
Concentration
12.84%
Modera Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

109 institutions reported JPUS in Q2 2026. Modera Wealth Management, LLC leads at 12.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Modera Wealth Management, LLC
CIK 0001542143
$34M239K0.36%Q2 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$33M235K0.05%Q2 202603
ST GERMAIN D J CO INC
CIK 0000831571
$32M227K1.14%Q2 202604
Sanctuary Advisors, LLC
CIK 0001777271
$24M171K0.11%Q2 202605
UBS Group AG
CIK 0001610520
$19M134K0.00%Q2 202606
HighPoint Advisor Group LLC
CIK 0001616034
$14M100K0.49%Q2 202607
Sterneck Capital Management, LLC
CIK 0001438574
$13M92K5.53%Q2 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M77K0.02%Q2 202609
LPL Financial LLC
CIK 0001403438
$10M73K0.00%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9M64K0.00%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$9M64K0.00%Q2 202612
Kingsview Wealth Management, LLC
CIK 0001791965
$9M63K0.11%Q2 202613
MORGAN STANLEY
CIK 0000895421
$7M53K0.00%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M49K0.00%Q2 202615
JPMORGAN CHASE & CO
CIK 0000019617
$6M44K0.00%Q2 202616
Beacon Pointe Advisors, LLC
CIK 0001744317
$6M40K0.03%Q2 202617
Apollon Wealth Management, LLC
CIK 0001764387
$5M37K0.06%Q2 202618
Financially in Tune, LLC
CIK 0002113970
$5M39K4.38%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M36K0.00%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M28K0.00%Q2 2026
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