13F Insight
DOSSIER · 13F Holders · Q4 2025High-convictionMulti-bagger
JPUS

J P MORGAN EXCHANGE TRADED F

95 institutions still hold J P MORGAN EXCHANGE TRADED F as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46641Q407·95 13F holders·last filed Dec 31, 2025
Market cap
—
▲ 8.6%
vs prior quarter
13F value held
$238M
72.0% inst. owned
of float
Holders
95
-94 QoQ
filers reporting
Activity
+71 / −16
+951 added · −875 reduced
this quarter
Concentration
13.75%
Modera Wealth Management, LLC #1
top holder share
AI Holders Summary · Q4 2025

95 institutions reported JPUS in Q4 2025. Modera Wealth Management, LLC leads at 13.8% of the visible book. -94 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Modera Wealth Management, LLC
CIK 0001542143
$33M265K0.38%Q4 202502
ST GERMAIN D J CO INC
CIK 0000831571
$31M238K1.23%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$30M230K0.00%Q1 202604
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$30M228K0.05%Q1 202605
UBS Group AG
CIK 0001610520
$17M132K0.00%Q1 202606
HighPoint Advisor Group LLC
CIK 0001616034
$15M119K0.65%Q1 202607
Sterneck Capital Management, LLC
CIK 0001438574
$12M92K5.39%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M77K0.02%Q1 202609
LPL Financial LLC
CIK 0001403438
$10M74K0.00%Q1 202610
MORGAN STANLEY
CIK 0000895421
$7M52K0.00%Q1 202611
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$7M52K0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M45K0.00%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$5M41K0.00%Q1 202614
Financially in Tune, LLC
CIK 0002113970
$5M39K4.38%Q1 202615
Apollon Wealth Management, LLC
CIK 0001764387
$5M39K0.08%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M32K0.01%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M23K0.00%Q1 202618
Vise Technologies, Inc.
CIK 0001812090
$3M24K0.06%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M22K0.00%Q1 202620
HHM Wealth Advisors, LLC
CIK 0001750086
$3M22K0.33%Q1 2026
Page 1 of 5
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