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

J P MORGAN EXCHANGE TRADED F

132 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 46641Q274·132 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$581M
58.0% inst. owned
of float
Holders
132
-83 QoQ
filers reporting
Activity
+23 / −79
+904 added · −711 reduced
this quarter
Concentration
20.92%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

132 institutions reported JSCP in Q1 2026. JPMORGAN CHASE & CO leads at 20.9% of the visible book. -83 net institutions QoQ — distribution reading.

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
Apella Capital, LLC
CIK 0001801507
$20M431K0.30%Q1 202608
HighTower Advisors, LLC
CIK 0001462245
$18M387K0.02%Q1 202609
CGN Advisors LLC
CIK 0001841506
$18M387K1.44%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
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M298K0.00%Q1 202617
SkyOak Wealth, LLC
CIK 0001800379
$14M291K2.52%Q1 202618
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$13M280K0.45%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
112 more holders available. Log in →