DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
JQUA

J P MORGAN EXCHANGE TRADED F

480 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 46641Q761·Exchange Traded Fund·480 13F holders·last filed Mar 31, 2026
Market cap
2.0%
vs prior quarter
13F value held
$2.5B
72.0% inst. owned
of float
Holders
480
+64 QoQ
filers reporting
Activity
+60 / −49
+847 added · −775 reduced
this quarter
Concentration
28.53%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q1 2026

480 institutions reported JQUA in Q1 2026. Savant Capital, LLC leads at 28.5% of the visible book. +64 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Savant Capital, LLC
CIK 0001482880
$700M11.4M3.38%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$247M4.0M0.07%Q1 2026
03
Sage Mountain Advisors LLC
CIK 0001832274
$182M3.0M12.73%Q1 2026
04
ST GERMAIN D J CO INC
CIK 0000831571
$117M1.9M4.65%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$114M1.9M0.01%Q1 2026
06
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$100M1.6M0.03%Q1 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$96M1.6M0.01%Q1 2026
08
Focus Partners Wealth
CIK 0001542153
$86M1.4M0.10%Q4 2025
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$85M1.4M0.01%Q1 2026
10
Savvy Advisors, Inc.
CIK 0002003633
$81M1.3M2.17%Q1 2026
11
Facet Wealth, Inc.
CIK 0001748271
$78M1.3M1.35%Q1 2026
12
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$77M1.3M0.05%Q1 2026
13
Quadcap Wealth Management, LLC
CIK 0002009674
$76M1.2M8.68%Q1 2026
14
Cetera Investment Advisers
CIK 0001666741
$63M1.0M0.07%Q1 2026
15
LVZ, Inc.
CIK 0001574408
$62M1.0M7.12%Q1 2026
16
MIDLAND WEALTH ADVISORS LLC
CIK 0001990058
$61M987K3.12%Q1 2026
17
Hughes Financial Services, LLC
CIK 0002054465
$58M954K8.98%Q1 2026
18
Avidian Wealth Enterprises, LLC
CIK 0001471474
$58M950K1.84%Q1 2026
19
RVW Wealth, LLC
CIK 0001756543
$56M918K4.39%Q1 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$54M876K0.01%Q1 2026
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