JPLD — J P MORGAN EXCHANGE TRADED F
As of Q2 2026, 7 SEC-registered investment managers reported holding JPLD (J P MORGAN EXCHANGE TRADED F) in their latest 13F filings, with a combined reported value of $2.57B across 49.17M shares. That is +1720.7% by share count (+46.47M shares) versus the previous quarter, while reported value moved +1721.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 1 trimmed, 2 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 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 43.93M | $2.29B | 0.26% | New |
| Fidelity Management & Research (FMR) history | 2.40M | $125.33M | 0.01% | Add |
| Morgan Stanley history | 1.53M | $79.75M | 0.00% | Add |
| UBS Group AG history | 908.10K | $47.39M | 0.02% | Add |
| Bank of America Corp history | 399.22K | $20.84M | 0.00% | Reduce |
| Wells Fargo & Co history | 6.40K | $333.91K | 0.00% | Add |
| PNC Financial Services history | 478 | $24.95K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.44M | $75.35M | 0.01% | Add |
| UBS Group AG history | 835.21K | $43.59M | 0.01% | Reduce |
| Bank of America Corp history | 402.82K | $21.02M | 0.00% | Add |
| BNY Mellon history | 8.95K | $467.30K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.69K | $244.84K | 0.00% | Add |
| Citadel Advisors history | 4.37K | $228.02K | 0.00% | Reduce |
| Wells Fargo & Co history | 862 | $44.99K | 0.00% | Reduce |
Q4 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 37.53M | $1.96B | 0.27% | Reduce |
| Morgan Stanley history | 1.35M | $70.90M | 0.00% | Add |
| UBS Group AG history | 1.05M | $54.83M | 0.01% | Hold |
| Bank of America Corp history | 389.12K | $20.37M | 0.00% | Reduce |
| Citadel Advisors history | 94.10K | $4.93M | 0.00% | New |
| BNY Mellon history | 9.23K | $482.98K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.57K | $186.74K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.03K | $54.14K | 0.00% | New |
| PNC Financial Services history | 267 | $13.97K | 0.00% | New |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 38.47M | $2.02B | 0.26% | Add |
| Morgan Stanley history | 1.08M | $56.90M | 0.00% | Add |
| UBS Group AG history | 1.05M | $54.96M | 0.01% | Add |
| Bank of America Corp history | 481.51K | $25.27M | 0.00% | Add |
| Wells Fargo & Co history | 93.93K | $4.93M | 0.00% | Reduce |
| Goldman Sachs Group history | 65.13K | $3.42M | 0.00% | New |
| BNY Mellon history | 10.05K | $527.62K | 0.00% | New |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 19.33M | $1.01B | 0.14% | Add |
| JPMorgan Chase & Co history | 19.33M | $1.01B | 0.14% | Add |
| UBS Group AG history | 1.04M | $54.11M | 0.01% | Add |
| Morgan Stanley history | 488.70K | $25.52M | 0.00% | Add |
| Morgan Stanley history | 488.70K | $25.52M | 0.00% | Add |
| Bank of America Corp history | 405.94K | $21.20M | 0.00% | Add |
| Wells Fargo & Co history | 95.44K | $4.98M | 0.00% | Add |
| Citadel Advisors history | 41.11K | $2.15M | 0.00% | Add |
| Citadel Advisors history | 41.11K | $2.15M | 0.00% | Add |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 8.82M | $458.48M | 0.07% | Add |
| JPMorgan Chase & Co history | 8.82M | $458.48M | 0.07% | Add |
| UBS Group AG history | 978.97K | $50.91M | 0.01% | Add |
| Bank of America Corp history | 386.54K | $20.10M | 0.00% | Add |
| Morgan Stanley history | 297.11K | $15.45M | 0.00% | Add |
| Morgan Stanley history | 297.11K | $15.45M | 0.00% | Add |
| Wells Fargo & Co history | 93.50K | $4.86M | 0.00% | Add |
| Citadel Advisors history | 37.79K | $1.96M | 0.00% | New |
| Citadel Advisors history | 37.79K | $1.96M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 43.93M sh · $2.29B
- PNC Financial Services 478 sh · $24.95K
Fully Exited (vs previous quarter)
- BNY Mellon sold 8.95K sh · $467.30K
- Citadel Advisors sold 4.37K sh · $228.02K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 43.93M | — | 37.53M | 38.47M | 19.33M | 8.82M | 8.43M | 8.43M | 8.43M | 8.25M | 8.25M | 8.49M |
| Fidelity Management & Research (FMR) | 2.40M | 4.69K | 1.03K | — | — | — | — | — | 1 | 1 | — | — |
| Morgan Stanley | 1.53M | 1.44M | 1.35M | 1.08M | 488.70K | 297.11K | 202.54K | 194.59K | 156.57K | 123.00K | 120.97K | 213.44K |
| UBS Group AG | 908.10K | 835.21K | 1.05M | 1.05M | 1.04M | 978.97K | 6.50K | 6.70K | 6.90K | 7.57K | 8.63K | 9.90K |
| Bank of America Corp | 399.22K | 402.82K | 389.12K | 481.51K | 405.94K | 386.54K | 292.33K | 223.58K | 115.25K | 137.41K | 159.33K | 327.69K |
| Wells Fargo & Co | 6.40K | 862 | 3.57K | 93.93K | 95.44K | 93.50K | 91.66K | 91.83K | 123.34K | 125.53K | 125.60K | 174.20K |
| PNC Financial Services | 478 | — | 267 | — | — | — | 530 | 530 | 530 | 530 | 530 | 530 |
| Citadel Advisors | — | 4.37K | 94.10K | — | 41.11K | 37.79K | — | 17.31K | 18.93K | 17.71K | 16.41K | 21.43K |
| Goldman Sachs Group | — | — | — | 65.13K | — | — | — | — | — | — | — | — |
| BNY Mellon | — | 8.95K | 9.23K | 10.05K | — | — | — | — | — | — | — | — |
▲ 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