DOSSIER · 13F Holders · Q1 2026
JTEK

J P MORGAN EXCHANGE TRADED F

182 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 46654Q732·182 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$820M
visible holders
Holders
182
filers reporting
Concentration
43.51%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

182 institutions reported JTEK in Q1 2026. JPMORGAN CHASE & CO leads at 43.5% 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
$357M4.7M0.02%Q1 2026
02
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M815K0.01%Q1 2026
03
Miracle Mile Advisors, LLC
CIK 0001585859
$44M398K0.52%Q2 2026
04
LPL Financial LLC
CIK 0001403438
$43M539K0.01%Q1 2026
05
Hughes Financial Services, LLC
CIK 0002054465
$43M382K5.64%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$35M434K0.01%Q1 2026
07
Independent Advisor Alliance
CIK 0001696899
$34M430K0.37%Q1 2026
08
VESTOR CAPITAL, LLC
CIK 0001132699
$29M361K2.08%Q1 2026
09
UBS Group AG
CIK 0001610520
$28M358K0.00%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M219K0.01%Q1 2026
11
Kestra Advisory Services, LLC
CIK 0001830819
$17M215K0.06%Q1 2026
12
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$17M151K0.66%Q2 2026
13
ERn Financial, LLC
CIK 0001768302
$13M120K2.22%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M166K0.00%Q1 2026
15
Vertex Planning Partners, LLC
CIK 0001942341
$13M157K2.43%Q1 2026
16
Tradition Wealth Management, LLC
CIK 0001843010
$12M147K0.83%Q1 2026
17
SilverOak Wealth Management LLC
CIK 0001764766
$10M131K1.65%Q1 2026
18
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M131K0.03%Q1 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M126K0.01%Q1 2026
20
Oak Barrel Wealth Advisory LLC
CIK 0002116315
$10M108K5.81%Q4 2025
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