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

J P MORGAN EXCHANGE TRADED F

133 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 46641Q274·133 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$584M
visible holders
Holders
133
filers reporting
Concentration
20.80%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported JSCP in Q1 2026. JPMORGAN CHASE & CO leads at 20.8% 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
$36M752K0.23%Q1 202605
Roberts Wealth Advisors, LLC
CIK 0001885319
$28M587K7.05%Q1 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
HighTower Advisors, LLC
CIK 0001462245
$18M387K0.02%Q1 202610
5th Street Advisors, LLC
CIK 0001911026
$18M386K7.86%Q1 202611
Bridgewealth Advisory Group, LLC
CIK 0001801982
$17M354K3.72%Q4 202512
Roof Eidam Maycock Peralta, LLC
CIK 0001028874
$16M348K3.77%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M336K0.02%Q1 202614
Integrated Wealth Concepts LLC
CIK 0001737109
$16M331K0.12%Q1 202615
TD Capital Management LLC
CIK 0001483824
$15M322K1.37%Q1 202616
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$15M312K0.42%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M298K0.00%Q1 202618
SkyOak Wealth, LLC
CIK 0001800379
$14M291K2.52%Q1 202619
Summit Financial, LLC
CIK 0001765536
$13M279K0.17%Q1 202620
SIGNET FINANCIAL MANAGEMENT, LLC
CIK 0001600307
$13M278K1.47%Q1 2026
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