Institutional Ownership
J P Morgan Exchange Traded F
CUSIP 46641Q209DIV RTN INT EQJPINQ1 2026
Institutional Holders
114
13F filers
Shares Held
3.49M
Aggregate institutional
Institutional Value
$242.77M
Q1 2026
Net New Holders
+8
12 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased32
Decreased44
Sold out4
Institutional Holders
114 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 481.2K | $34.28M | +4.5K | Added |
| 2 | Morgan Stanley | 312.2K | $22.24M | +11.0K | Added |
| 3 | Wealth Enhancement Advisory Services, LLC | 286.4K | $20.50M | −183.8K | Reduced |
| 4 | Cerity Partners LLC | 207.9K | $14.81M | +1.9K | Added |
| 5 | Sterneck Capital Management, LLC | 172.2K | $12.27M | +3.1K | Added |
| 6 | Captrust Financial Advisors | 162.9K | $11.61M | −119 | Reduced |
| 7 | Bank Of America Corp /De/ | 147.0K | $10.47M | −63.6K | Reduced |
| 8 | Lpl Financial LLC | 137.1K | $9.77M | −8.5K | Reduced |
| 9 | Susquehanna International Group, LLP | 123.4K | $8.79M | +57.6K | Added |
| 10 | Focus Partners Wealth | 122.2K | $8.71M | +534 | Added |
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