JPEF — J P MORGAN EXCHANGE TRADED F
As of Q2 2026, 6 SEC-registered investment managers reported holding JPEF (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $91.21M across 1.14M shares. That is +33.9% by share count (+287.81K shares) versus the previous quarter, while reported value moved +49.5%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 600.50K | $48.24M | 0.00% | Hold |
| Wells Fargo & Co history | 298.80K | $24.00M | 0.00% | Add |
| JPMorgan Chase & Co history | 226.96K | $18.09M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.60K | $369.60K | 0.00% | Add |
| Bank of America Corp history | 3.25K | $261.31K | 0.00% | New |
| D. E. Shaw & Co history | 3.14K | $252.00K | 0.00% | New |
Q1 2026 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 600.34K | $43.11M | 0.00% | Add |
| Wells Fargo & Co history | 248.66K | $17.86M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 436 | $31.31K | 0.00% | Add |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 79.09K | $5.91M | 0.00% | Add |
| Wells Fargo & Co history | 31.66K | $2.36M | 0.00% | Add |
| Citadel Advisors history | 9.23K | $689.73K | 0.00% | Add |
| Morgan Stanley history | 4.61K | $343.93K | 0.00% | Add |
| UBS Group AG history | 2.09K | $156.02K | 0.00% | Reduce |
| Bank of America Corp history | 1.72K | $128.54K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 41 | $3.06K | 0.00% | Hold |
Q3 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 71.24K | $5.28M | 0.00% | Add |
| Goldman Sachs Group history | 11.41K | $845.44K | 0.00% | New |
| Citadel Advisors history | 5.83K | $431.57K | 0.00% | New |
| UBS Group AG history | 5.55K | $410.90K | 0.00% | Add |
| Morgan Stanley history | 4.49K | $332.60K | 0.00% | Add |
| Wells Fargo & Co history | 546 | $40.45K | 0.00% | New |
| Bank of America Corp history | 200 | $14.82K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 41 | $3.04K | 0.00% | Hold |
Q2 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 69.70K | $4.89M | 0.00% | Add |
| JPMorgan Chase & Co history | 69.70K | $4.89M | 0.00% | Add |
| UBS Group AG history | 1.19K | $83.40K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 41 | $2.88K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 41 | $2.88K | 0.00% | Hold |
| Morgan Stanley history | 35 | $2.46K | 0.00% | Hold |
| Morgan Stanley history | 35 | $2.46K | 0.00% | Hold |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 52.38K | $3.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 52.38K | $3.33M | 0.00% | Add |
| Citadel Advisors history | 7.81K | $496.93K | 0.00% | Reduce |
| Citadel Advisors history | 7.81K | $496.93K | 0.00% | Reduce |
| Goldman Sachs Group history | 5.11K | $325.18K | 0.00% | New |
| Goldman Sachs Group history | 5.11K | $325.18K | 0.00% | New |
| BlackRock Inc history | 2.00K | $127.32K | 0.00% | New |
| BlackRock Inc history | 2.00K | $127.32K | 0.00% | New |
| UBS Group AG history | 1.46K | $92.82K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 41 | $2.61K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 41 | $2.61K | 0.00% | Reduce |
| Morgan Stanley history | 35 | $2.23K | 0.00% | New |
| Morgan Stanley history | 35 | $2.23K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 226.96K sh · $18.09M
- Bank of America Corp 3.25K sh · $261.31K
- D. E. Shaw & Co 3.14K sh · $252.00K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 600.50K | 600.34K | 4.61K | 4.49K | 35 | 35 | — | — | — | — | — | — |
| Wells Fargo & Co | 298.80K | 248.66K | 31.66K | 546 | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 226.96K | — | 79.09K | 71.24K | 69.70K | 52.38K | 42.08K | 53.12K | 37.39K | 641.25K | 414.30K | 418.14K |
| Fidelity Management & Research (FMR) | 4.60K | 436 | 41 | 41 | 41 | 41 | 47 | 41 | 41 | 41 | 117 | 41 |
| Bank of America Corp | 3.25K | — | 1.72K | 200 | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | 3.14K | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 9.23K | 5.83K | — | 7.81K | 28.32K | 8.98K | 11.25K | — | 12.64K | 15.10K |
| BlackRock Inc | — | — | — | — | — | 2.00K | — | — | — | — | — | — |
| Goldman Sachs Group | — | — | — | 11.41K | — | 5.11K | — | — | — | — | — | — |
| UBS Group AG | — | — | 2.09K | 5.55K | 1.19K | 1.46K | 1.33K | — | — | — | 32 | 32 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details