SEC 13F Intelligence

JPXNISHARES TR

CUSIP 464287382 · Yahoo Finance ↗ · Google Finance ↗

Ishares Tr (JPXN) has 29 institutional holders in Filings Flow’s 13F database, together reporting 421.1K shares worth $38M as of Q1 2026. The largest reported holders are Jane Street Group, LLC, Citadel Advisors LLC, and Morgan Stanley.

Institutional Holders
29
Q1 2026
Reported Value
$38M
Ticker
JPXN
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 20Q2 ’19Q3 ’19: 23Q4 ’19: 21Q1 ’20: 20Q2 ’20: 19Q2 ’20Q3 ’20: 18Q4 ’20: 17Q1 ’21: 18Q2 ’21: 16Q2 ’21Q3 ’21: 16Q4 ’21: 16Q1 ’22: 17Q2 ’22: 15Q2 ’22Q3 ’22: 14Q4 ’22: 15Q1 ’23: 17Q2 ’23: 22Q2 ’23Q3 ’23: 29Q4 ’23: 21Q1 ’24: 16Q2 ’24: 18Q2 ’24Q3 ’24: 20Q4 ’24: 22Q1 ’25: 23Q2 ’25: 24Q2 ’25Q3 ’25: 24Q4 ’25: 24Q1 ’26: 29filingsflow.com
Total reported value
Q2 ’19: $36MQ2 ’19Q3 ’19: $23MQ4 ’19: $24MQ1 ’20: $16MQ2 ’20: $30MQ2 ’20Q3 ’20: $22MQ4 ’20: $21MQ1 ’21: $16MQ2 ’21: $18MQ2 ’21Q3 ’21: $24MQ4 ’21: $28MQ1 ’22: $21MQ2 ’22: $7MQ2 ’22Q3 ’22: $5MQ4 ’22: $7MQ1 ’23: $16MQ2 ’23: $38MQ2 ’23Q3 ’23: $54MQ4 ’23: $23MQ1 ’24: $8MQ2 ’24: $7MQ2 ’24Q3 ’24: $15MQ4 ’24: $19MQ1 ’25: $19MQ2 ’25: $24MQ2 ’25Q3 ’25: $28MQ4 ’25: $29MQ1 ’26: $38Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Intesa Sanpaolo Wealth Management$410M AUM0.45%$2M20.0KQ1 2026
Copia Wealth Management$146M AUM0.27%$386,2454.2KQ1 2026
Family Firm, Inc.$415M AUM0.23%$943,06611.8KQ2 2025OLDER
GTS SECURITIES LLC$2.8B AUM0.15%$4M51.1KQ4 2025OLDER
Matthew Goff Investment Advisor, LLC$593M AUM0.05%$306,6603.6KQ4 2025OLDER
Ifrah Financial Services, Inc.$378M AUM0.05%$203,5292.2KQ1 2026
Beacon Pointe Advisors, LLC$18.9B AUM0.01%$1M11.3KQ1 2026
Breakwater Investment Management$269M AUM0.00%$13,348146Q1 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM0.00%$253,5052.8KQ1 2026
CIBC WORLD MARKET INC.$61.3B AUM0.00%$1M13.6KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$7M79.5KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$9M97.0KQ1 2026
Corient Private Wealth LLC$69.9B AUM0.00%$586,1786.4KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$2M18.9KQ1 2026
BTG Pactual Asset Management US LLC$1.2B AUM0.00%$13,299166Q3 2025OLDER
SALEM INVESTMENT COUNSELORS INC$3.4B AUM0.00%$18,284200Q1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$454,2135.0KQ1 2026
WHITTIER TRUST CO OF NEVADA INC$4.9B AUM0.00%$22,713245Q1 2026
Rockefeller Capital Management L.P.$56.4B AUM0.00%$224,2432.5KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$6M70.5KQ1 2026
NorthRock Partners, LLC$6.2B AUM0.00%$11,376142Q2 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M22.7KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$851,5429.3KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$6,22273Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$26,999337Q2 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M17.0KQ1 2026
UBS Group AG$666.3B AUM0.00%$819,4809.0KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$398,4044.4KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M18.1KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$55,582608Q1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$90,769993Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$80,000877Q1 2026
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$12,781140Q1 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$36,568400Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.