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

J P MORGAN EXCHANGE TRADED F

178 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 46654Q732·178 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.2%
vs prior quarter
13F value held
$764M
65.0% inst. owned
of float
Holders
178
+78 QoQ
filers reporting
Activity
+66 / −105
+906 added · −784 reduced
this quarter
Concentration
46.72%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q1 2026

178 institutions reported JTEK in Q1 2026. JPMORGAN CHASE & CO leads at 46.7% of the visible book. +78 net new institutions vs prior quarter — accumulation reading.

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 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$65M815K0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$43M539K0.01%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$35M434K0.01%Q1 202605
Independent Advisor Alliance
CIK 0001696899
$34M430K0.37%Q1 202606
Hughes Financial Services, LLC
CIK 0002054465
$30M380K4.64%Q1 202607
Miracle Mile Advisors, LLC
CIK 0001585859
$29M367K0.40%Q1 202608
UBS Group AG
CIK 0001610520
$28M358K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M219K0.01%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$17M215K0.06%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M166K0.00%Q1 202612
Vertex Planning Partners, LLC
CIK 0001942341
$13M157K2.43%Q1 202613
Tradition Wealth Management, LLC
CIK 0001843010
$12M147K0.83%Q1 202614
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$11M142K0.52%Q1 202615
SilverOak Wealth Management LLC
CIK 0001764766
$10M131K1.65%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$10M131K0.03%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M126K0.01%Q1 202618
Oak Barrel Wealth Advisory LLC
CIK 0002116315
$10M108K5.81%Q4 202519
ERn Financial, LLC
CIK 0001768302
$9M119K1.78%Q1 202620
GFS Advisors, LLC
CIK 0001427263
$9M33K0.60%Q1 2026
Page 1 of 9
158 more holders available. Log in →