13F Insight
DOSSIER · 13F Holders · Q1 2026
JSCP

J P MORGAN EXCHANGE TRADED F

135 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 46641Q274·135 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$586M
visible holders
Holders
135
filers reporting
Concentration
20.73%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

135 institutions reported JSCP in Q1 2026. JPMORGAN CHASE & CO leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$121M2.6M0.01%Q1 202602
EP Wealth Advisors, LLC
CIK 0001540569
$105M2.2M0.52%Q1 202603
CWM, LLC
CIK 0001535847
$44M927K0.12%Q1 202604
HB Wealth Management, LLC
CIK 0001911253
$31M667K0.18%Q2 202605
Roberts Wealth Advisors, LLC
CIK 0001885319
$30M626K6.71%Q2 202606
MCF Advisors LLC
CIK 0001602905
$24M509K1.06%Q1 202607
CGN Advisors LLC
CIK 0001841506
$21M446K1.53%Q2 202608
Apella Capital, LLC
CIK 0001801507
$19M415K0.28%Q2 202609
5th Street Advisors, LLC
CIK 0001911026
$19M397K7.11%Q2 202610
Bridgewealth Advisory Group, LLC
CIK 0001801982
$18M388K3.45%Q2 202611
HighTower Advisors, LLC
CIK 0001462245
$18M374K0.02%Q2 202612
TD Capital Management LLC
CIK 0001483824
$18M372K1.44%Q2 202613
Roof Eidam Maycock Peralta, LLC
CIK 0001028874
$16M347K3.22%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M336K0.02%Q1 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$16M331K0.12%Q1 202616
SkyOak Wealth, LLC
CIK 0001800379
$15M313K2.41%Q2 202617
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$15M312K0.42%Q2 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M298K0.00%Q1 202619
Summit Financial, LLC
CIK 0001765536
$13M279K0.17%Q1 202620
SIGNET FINANCIAL MANAGEMENT, LLC
CIK 0001600307
$13M278K1.47%Q1 2026
Page 1 of 7
115 more holders available. Log in →