Institutional Ownership
J P Morgan Exchange Traded F
CUSIP 46654Q724HEDGED EQUITY LAHELOQ1 2026
Institutional Holders
381
13F filers
Shares Held
48.55M
Aggregate institutional
Institutional Value
$3.03B
Q1 2026
Net New Holders
+10
38 new · 28 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions38
Increased186
Decreased106
Sold out28
Institutional Holders
381 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 3.46M | $221.06M | +269.4K | Added |
| 2 | Forvis Mazars Wealth Advisors, LLC | 2.89M | $184.96M | +257.2K | Added |
| 3 | Envestnet Asset Management Inc | 2.56M | $163.88M | +689.6K | Added |
| 4 | Bank Of America Corp /De/ | 2.42M | $154.67M | +206.0K | Added |
| 5 | Bank Of New York Mellon Corp | 2.23M | $142.50M | +203.8K | Added |
| 6 | Osaic Holdings, Inc. | 1.89M | $120.70M | −96.3K | Reduced |
| 7 | Raymond James Financial Inc | 1.83M | $117.00M | +88.5K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 1.71M | $109.42M | −315.4K | Reduced |
| 9 | Cetera Investment Advisers | 1.58M | $101.26M | +656.9K | Added |
| 10 | Cgc Financial Services, LLC | 1.09M | $69.67M | +1.9K | Added |
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