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

J P MORGAN EXCHANGE TRADED F

35 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 46654Q617·35 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$275M
visible holders
Holders
35
filers reporting
Concentration
51.62%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

35 institutions reported JUSA in Q2 2026. LPL Financial LLC leads at 51.6% 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
MML INVESTORS SERVICES, LLC
CIK 0000701059
$8M123K0.02%Q2 202605
Colonial River Investments, LLC
CIK 0001845859
$5M75K1.43%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M35K0.00%Q2 202607
CreativeOne Wealth, LLC
CIK 0001739728
$2M31K0.04%Q2 202608
UNIQUE WEALTH, LLC
CIK 0001957124
$2M29K0.22%Q2 202609
CITADEL ADVISORS LLC
CIK 0001423053
$2M23K0.00%Q2 202610
Hopwood Nicholas Hunter
CIK 0002091827
$2M23K0.42%Q2 202611
MLG Wealth Management DBA Pine Grove Financial Group
CIK 0002149956
$2M23K0.15%Q2 202612
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$1M22K0.04%Q2 202613
LOCKERMAN FINANCIAL GROUP, INC.
CIK 0001906539
$1M21K2.13%Q2 202614
IFP Advisors, Inc
CIK 0001641866
$963K14K0.02%Q2 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$931K14K0.00%Q2 202616
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$923K14K0.11%Q2 202617
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$744K11K0.00%Q2 202618
Farther Finance Advisors, LLC
CIK 0001992825
$730K11K0.01%Q2 202619
Elevation Wealth Management LLC
CIK 0002093518
$670K10K0.50%Q2 202620
Tower Research Capital LLC (TRC)
CIK 0001533421
$641K10K0.02%Q2 2026
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