13F Insight
DOSSIER · 13F Holders · Q1 2026
JVAL

J P MORGAN EXCHANGE TRADED F

177 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 46641Q753·177 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$593M
visible holders
Holders
177
filers reporting
Concentration
12.30%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

177 institutions reported JVAL in Q1 2026. CWM, LLC leads at 12.3% of the visible book.

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
Avidian Wealth Enterprises, LLC
CIK 0001471474
$71M1.2M1.98%Q2 202603
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$68M1.2M0.10%Q2 202604
LPL Financial LLC
CIK 0001403438
$67M1.1M0.01%Q2 202605
COBBLESTONE CAPITAL ADVISORS LLC /NY/
CIK 0001033505
$57M1.2M2.75%Q3 202506
AFFINITY WEALTH LLC
CIK 0002111764
$37M627K19.75%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M581K0.00%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$34M578K0.00%Q2 202609
Mainsail Financial Group, LLC
CIK 0001961290
$24M414K8.24%Q2 202610
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$19M394K0.04%Q1 202611
MORGAN STANLEY
CIK 0000895421
$17M294K0.00%Q2 202612
Orion Portfolio Solutions, LLC
CIK 0001802647
$16M371K0.08%Q1 202513
OSAIC HOLDINGS, INC.
CIK 0001677044
$10M175K0.01%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M167K0.01%Q2 202615
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$10M165K5.35%Q2 202616
Apeiron RIA LLC
CIK 0001801846
$10M164K2.47%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$10M164K0.01%Q2 202618
Atria Investments, Inc
CIK 0001535865
$9M159K0.09%Q2 202619
Cerity Partners LLC
CIK 0001566475
$9M156K0.01%Q2 202620
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$9M154K1.55%Q2 2026
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