CUSIP: 46641Q654
Q1 2026 13F Holders as of 31 Mar 2026
-
Type / Class
-
Equity / ULTRA SHT MUNCPL
-
Total 13F shares
-
1,634,291
-
Share change
-
0
-
Total reported value
-
$70,281,003
-
Price per share
-
$50.98
-
Number of holders
-
29
Security key
46641Q654
Report period
Q1 2026
Institutions
29
Top holders
10
Reporting periods
Holder history for CUSIP 46641Q654
Recent filing periods:
Top shareholders of 46641Q654 - J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL as of Q1 2026
As of 31 Mar 2026,
J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL was held by
29 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,634,291 shares.
The largest 10 holders included
Thrivent Financial for Lutherans, Auxano Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, CITIZENS FINANCIAL GROUP INC/RI, J.Safra Asset Management Corp, Mutual Advisors, LLC, MML INVESTORS SERVICES, LLC, Sigma Planning Corp, Rossmore Private Capital, and Syverson Strege & Co.
This page lists
29
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q1 2026 vs Q1 2026 Across Filers
| Investor |
Q1 2026 Shares |
Q1 2026 Shares |
Share Diff |
Share Chg % |
Q1 2026 Value $ |
Q1 2026 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.