13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
JVAL

J P MORGAN EXCHANGE TRADED F

161 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 46641Q753·161 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.9%
vs prior quarter
13F value held
$467M
67.0% inst. owned
of float
Holders
161
-77 QoQ
filers reporting
Activity
+39 / −48
+965 added · −894 reduced
this quarter
Concentration
15.63%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

161 institutions reported JVAL in Q1 2026. CWM, LLC leads at 15.6% of the visible book. -77 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$73M1.5M0.19%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$59M1.2M0.10%Q1 202603
Avidian Wealth Enterprises, LLC
CIK 0001471474
$58M1.2M1.83%Q1 202604
COBBLESTONE CAPITAL ADVISORS LLC /NY/
CIK 0001033505
$57M1.2M2.75%Q3 202505
LPL Financial LLC
CIK 0001403438
$31M644K0.01%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M559K0.00%Q1 202607
JPMORGAN CHASE & CO
CIK 0000019617
$27M573K0.00%Q1 202608
Mainsail Financial Group, LLC
CIK 0001961290
$19M391K7.95%Q1 202609
Goodman Advisory Group, LLC
CIK 0001864123
$18M376K4.77%Q1 202610
Orion Portfolio Solutions, LLC
CIK 0001802647
$16M371K0.08%Q1 202511
Atria Investments, Inc
CIK 0001535865
$10M214K0.12%Q1 202612
Cerity Partners LLC
CIK 0001566475
$9M176K0.01%Q1 202613
Apeiron RIA LLC
CIK 0001801846
$9M175K1.99%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M175K0.01%Q1 202615
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$8M163K5.10%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$8M154K0.01%Q1 202617
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$8M154K1.48%Q1 202618
Defined Financial Planning LLC
CIK 0002056559
$7M156K6.20%Q3 202519
Mariner, LLC
CIK 0001373442
$7M147K0.01%Q1 202620
Planned Solutions, Inc.
CIK 0001831332
$7M144K2.31%Q1 2026
Page 1 of 9
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