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

J P MORGAN EXCHANGE TRADED F

42 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 46654Q617·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$317M
visible holders
Holders
42
filers reporting
Concentration
44.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported JUSA in Q2 2026. LPL Financial LLC leads at 44.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$142M2.1M0.03%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$61M901K0.01%Q2 202603
JPMORGAN CHASE & CO
CIK 0000019617
$40M595K0.00%Q2 202604
WealthPlan Investment Management, LLC
CIK 0001929986
$34M493K1.63%Q3 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M123K0.02%Q2 202606
WealthPLAN Partners, LLC
CIK 0001639943
$6M85K1.07%Q3 202607
Colonial River Investments, LLC
CIK 0001845859
$3M51K0.90%Q3 202608
UNIQUE WEALTH, LLC
CIK 0001957124
$3M44K0.35%Q3 202609
Fermata Advisors, LLC
CIK 0001859259
$2M35K0.47%Q3 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M35K0.00%Q2 202611
MLG Wealth Management DBA Pine Grove Financial Group
CIK 0002149956
$2M34K0.22%Q3 202612
CreativeOne Wealth, LLC
CIK 0001739728
$2M31K0.04%Q2 202613
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$2M28K0.05%Q3 202614
LOCKERMAN FINANCIAL GROUP, INC.
CIK 0001906539
$2M27K2.67%Q3 202615
CITADEL ADVISORS LLC
CIK 0001423053
$2M23K0.00%Q2 202616
Hopwood Nicholas Hunter
CIK 0002091827
$2M23K0.42%Q2 202617
IFP Advisors, Inc
CIK 0001641866
$1M21K0.02%Q3 202618
Farther Finance Advisors, LLC
CIK 0001992825
$1M16K0.01%Q3 202619
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$923K14K0.11%Q2 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$810K12K0.01%Q2 2026
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