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

J P MORGAN EXCHANGE TRADED F

133 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 46641Q274·133 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$584M
visible holders
Holders
133
filers reporting
Concentration
21.48%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

133 institutions reported JSCP in Q2 2026. JPMORGAN CHASE & CO leads at 21.5% 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
$125M2.7M0.01%Q2 202602
EP Wealth Advisors, LLC
CIK 0001540569
$102M2.2M0.39%Q2 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
$24M514K0.87%Q2 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
Integrated Wealth Concepts LLC
CIK 0001737109
$16M345K0.08%Q2 202615
SkyOak Wealth, LLC
CIK 0001800379
$15M313K2.41%Q2 202616
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$15M312K0.42%Q2 202617
Summit Financial, LLC
CIK 0001765536
$14M295K0.15%Q2 202618
SIGNET FINANCIAL MANAGEMENT, LLC
CIK 0001600307
$13M278K1.47%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M279K0.00%Q2 202620
Focus Partners Wealth
CIK 0001542153
$12M257K0.01%Q2 2026
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