JPIN — J P MORGAN EXCHANGE TRADED F
Reported value held$73.68M
Funds holding (latest)14
Sector—
Funds holding (Q2 2026)10
Institutional value$71.76M · 992.16K sh
New / Add / Cut / Exit1 / 2 / 5 / 1
Top-5 / Top-10 concentration97.1% / 100.0%
Institutional holdings change
Reducing -3.0%
(-30.90K sh)
Institutional value change
Down -1.5%
As of Q2 2026, 10 SEC-registered investment managers reported holding JPIN (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $71.76M across 992.16K shares. That is -3.0% by share count (-30.90K shares) versus the previous quarter, while reported value moved -1.5%. Ownership is concentrated: the five largest holders account for 97.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 5 trimmed, 1 exited entirely. 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 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 457.58K | $33.09M | 0.01% | Reduce |
| Morgan Stanley history | 313.73K | $22.69M | 0.00% | Hold |
| JPMorgan Chase & Co history | 82.18K | $5.96M | 0.00% | New |
| Bank of America Corp history | 61.79K | $4.47M | 0.00% | Reduce |
| Wells Fargo & Co history | 48.11K | $3.48M | 0.00% | Reduce |
| AQR Capital Management history | 12.33K | $891.40K | 0.00% | Reduce |
| BlackRock Inc history | 11.93K | $862.77K | 0.00% | Add |
| PNC Financial Services history | 3.05K | $220.69K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.33K | $96.22K | 0.00% | Add |
| Citigroup Inc history | 120 | $8.68K | 0.00% | Reduce |
Q1 2026 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 481.24K | $34.28M | 0.01% | Add |
| Morgan Stanley history | 312.18K | $22.24M | 0.00% | Add |
| Bank of America Corp history | 146.98K | $10.47M | 0.00% | Reduce |
| Wells Fargo & Co history | 48.49K | $3.45M | 0.00% | Add |
| AQR Capital Management history | 12.57K | $895.51K | 0.00% | Add |
| BlackRock Inc history | 9.73K | $692.95K | 0.00% | Reduce |
| Citadel Advisors history | 4.01K | $285.81K | 0.00% | Reduce |
| Citigroup Inc history | 3.57K | $254.04K | 0.00% | Reduce |
| PNC Financial Services history | 3.05K | $217.42K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.23K | $87.68K | 0.00% | Add |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 476.75K | $32.49M | 0.01% | Hold |
| Morgan Stanley history | 301.20K | $20.52M | 0.00% | Reduce |
| Bank of America Corp history | 210.61K | $14.35M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 103.56K | $7.06M | 0.00% | Reduce |
| Wells Fargo & Co history | 45.10K | $3.07M | 0.00% | Add |
| Citadel Advisors history | 22.73K | $1.55M | 0.00% | Add |
| AQR Capital Management history | 10.48K | $714.03K | 0.00% | Reduce |
| BlackRock Inc history | 10.26K | $699.12K | 0.00% | New |
| Citigroup Inc history | 3.84K | $261.38K | 0.00% | Hold |
| PNC Financial Services history | 3.05K | $207.96K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 1.20K | $81.89K | 0.00% | Reduce |
Q3 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 478.32K | $31.86M | 0.01% | Hold |
| Morgan Stanley history | 304.91K | $20.31M | 0.00% | Add |
| Bank of America Corp history | 216.89K | $14.45M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 117.40K | $7.82M | 0.00% | Reduce |
| Wells Fargo & Co history | 44.52K | $2.97M | 0.00% | Add |
| AQR Capital Management history | 10.68K | $711.30K | 0.00% | Reduce |
| Citadel Advisors history | 9.89K | $658.77K | 0.00% | Add |
| Citigroup Inc history | 3.83K | $255.45K | 0.00% | Reduce |
| PNC Financial Services history | 3.05K | $203.29K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.31K | $87.47K | 0.00% | Add |
Q2 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 477.08K | $30.60M | 0.01% | Reduce |
| Morgan Stanley history | 299.39K | $19.20M | 0.00% | Hold |
| Morgan Stanley history | 299.39K | $19.20M | 0.00% | Hold |
| Bank of America Corp history | 219.54K | $14.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 139.23K | $8.93M | 0.00% | Add |
| JPMorgan Chase & Co history | 139.23K | $8.93M | 0.00% | Add |
| Wells Fargo & Co history | 37.90K | $2.43M | 0.00% | Add |
| AQR Capital Management history | 11.57K | $742.24K | 0.00% | Add |
| Citadel Advisors history | 5.49K | $352.20K | 0.00% | Reduce |
| Citadel Advisors history | 5.49K | $352.20K | 0.00% | Reduce |
| Citigroup Inc history | 3.91K | $250.56K | 0.00% | Reduce |
| PNC Financial Services history | 3.23K | $207.27K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 492 | $31.56K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 492 | $31.56K | 0.00% | Reduce |
Q1 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 482.11K | $27.55M | 0.01% | Reduce |
| Morgan Stanley history | 300.26K | $17.16M | 0.00% | Reduce |
| Morgan Stanley history | 300.26K | $17.16M | 0.00% | Reduce |
| Bank of America Corp history | 232.96K | $13.31M | 0.00% | Add |
| Citadel Advisors history | 133.98K | $7.66M | 0.00% | Add |
| Citadel Advisors history | 133.98K | $7.66M | 0.00% | Add |
| JPMorgan Chase & Co history | 108.97K | $6.23M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 108.97K | $6.23M | 0.00% | Reduce |
| Wells Fargo & Co history | 36.92K | $2.11M | 0.00% | Add |
| AQR Capital Management history | 11.12K | $635.35K | 0.00% | Add |
| Citigroup Inc history | 4.04K | $230.90K | 0.00% | Reduce |
| PNC Financial Services history | 3.08K | $176.10K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 681 | $38.90K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 681 | $38.90K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 82.18K sh · $5.96M
Fully Exited (vs previous quarter)
- Citadel Advisors sold 4.01K sh · $285.81K
Fund Position History — shares by quarter (top 14 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 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 457.58K | 481.24K | 476.75K | 478.32K | 477.08K | 482.11K | 569.62K | 618.13K | 634.19K | 654.67K | 665.22K | 662.87K | 750.76K | 744.72K | 758.12K | 860.61K | 757.40K | 743.36K | 736.28K | 756.41K |
| Morgan Stanley | 313.73K | 312.18K | 301.20K | 304.91K | 299.39K | 300.26K | 309.11K | 325.43K | 323.94K | 320.24K | 315.76K | 315.26K | 319.08K | 315.67K | 324.03K | 361.94K | 377.49K | 414.39K | 437.30K | 506.73K |
| JPMorgan Chase & Co | 82.18K | — | 103.56K | 117.40K | 139.23K | 108.97K | 115.07K | 96.88K | 100.63K | 82.53K | 89.65K | 123.50K | 9.41K | 2.29K | 1.23K | 1.55K | 587 | 453 | 321 | 1.00K |
| Bank of America Corp | 61.79K | 146.98K | 210.61K | 216.89K | 219.54K | 232.96K | 231.72K | 418.74K | 452.53K | 458.90K | 392.15K | 417.30K | 426.52K | 427.98K | 424.33K | 460.99K | 470.93K | 350.33K | 348.63K | 344.05K |
| Wells Fargo & Co | 48.11K | 48.49K | 45.10K | 44.52K | 37.90K | 36.92K | 28.69K | 30.43K | 29.86K | 30.15K | 30.36K | 29.63K | 28.40K | 31.34K | 22.42K | 18.34K | 27.34K | 29.22K | 28.37K | 22.73K |
| AQR Capital Management | 12.33K | 12.57K | 10.48K | 10.68K | 11.57K | 11.12K | 10.59K | 4.33K | — | 3.75K | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 11.93K | 9.73K | 10.26K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 3.05K | 3.05K | 3.05K | 3.05K | 3.23K | 3.08K | 3.08K | 3.08K | 3.14K | 3.27K | 3.27K | 3.27K | 2.98K | 2.98K | 1.02K | 1.09K | 1.09K | 1.66K | 1.70K | 200 |
| Fidelity Management & Research (FMR) | 1.33K | 1.23K | 1.20K | 1.31K | 492 | 681 | 1.73K | 586 | 489 | 446 | 518 | 233 | 251 | 303 | 214 | 293 | 436 | 1.14K | 1.65K | 1.79K |
| Citigroup Inc | 120 | 3.57K | 3.84K | 3.83K | 3.91K | 4.04K | 4.12K | 5.43K | 4.81K | 3.90K | 3.81K | 4.23K | 4.48K | 4.61K | 4.31K | 4.63K | 2.42K | 1.67K | — | — |
| Citadel Advisors | — | 4.01K | 22.73K | 9.89K | 5.49K | 133.98K | 36.30K | — | 64.20K | 48.29K | 122.33K | 45.23K | 414.68K | 35.10K | 14.06K | — | 38.22K | 116.35K | 29.84K | 4.58K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 32.43K | — | — | — | — | — |
| Renaissance Technologies | — | — | — | — | — | — | — | — | — | — | — | — | 6.41K | — | 8.20K | — | — | — | — | 4.20K |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 700 | 700 |
▲ 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