Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

177 institutional holders +1 vs Q4 2025
28,442,44728.4m shares reported held*
$1.9bnreported value*
16 new 88 added 50 reduced 10 sold out net bought ≈ $253.9m (+3.8m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $66.13.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 34Q4 22: 40Q1 23: 41Q2 23: 45Q3 23: 52Q4 23: 66Q1 24: 81Q2 24: 95Q3 24: 113Q4 24: 148Q1 25: 151Q2 25: 145Q3 25: 151Q4 25: 176Q1 26: 177177Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202234
Q4 202240
Q1 202341
Q2 202345
Q3 202352
Q4 202366
Q1 202481
Q2 202495
Q3 2024113
Q4 2024148
Q1 2025151
Q2 2025145
Q3 2025151
Q4 2025176
Q1 2026177

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 54 bought or addedQ2 24: 25 cut or sold outQ3 24: 77 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 96 bought or addedQ4 24: 30 cut or sold outQ1 25: 94 bought or addedQ1 25: 52 cut or sold outQ1 25Q2 25: 87 bought or addedQ2 25: 62 cut or sold outQ3 25: 84 bought or addedQ3 25: 58 cut or sold outQ3 25Q4 25: 106 bought or addedQ4 25: 55 cut or sold outQ1 26: 104 bought or addedQ1 26: 60 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245425
Q3 20247718
Q4 20249630
Q1 20259452
Q2 20258762
Q3 20258458
Q4 202510655
Q1 202610460

Biggest buyers

FMR LLC Added +2,404,866+2.4m
Arkadios Wealth Advisors New +407,600+407.6k
Independent Advisor Alliance New +283,108+283.1k
Bank of New York Mellon Corp Added +195,694+195.7k
LPL Financial LLC Added +181,933+181.9k
CWM, LLC Added +95,045+95.0k
WealthPlan Investment Management, LLC Added +92,385+92.4k
Retirement Management Systems Inc. Added +69,027+69.0k
Platform Technology Partners New +54,707+54.7k
JONES FINANCIAL COMPANIES LLLP Added +53,264+53.3k

Biggest sellers

Capital Advisors Wealth Management, LLC Reduced -193,684-193.7k
Choice Wealth Advisors LLC Reduced -121,406-121.4k
Equitable Holdings, Inc. Sold out -55,341-55.3k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -45,017-45.0k
FLYNN ZITO CAPITAL MANAGEMENT, LLC Reduced -44,741-44.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -29,935-29.9k
Macco Financial Group, Inc. Reduced -23,407-23.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -17,731-17.7k
Fortitude Financial, LLC Reduced -16,744-16.7k
Stewardship Advisors, LLC Reduced -16,741-16.7k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +1.6 pts · filed 2026-08-06 8.3% +1.6 pts 3.1m≈ $241.0m 2026-08-06

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 10,519,96610.5m $684.1m $684.1m 0.05% Added +4.6k +4,556
2 FMR LLC 0.01% of their portfolio BOSTON, MA 2,405,6342.4m $160.6m $160.6m 0.01% Added +2.4m +2,404,866
3 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,132,2052.1m $142.4m $142.4m 0.04% Added +181.9k +181,933
4 CWM, LLC 0.18% of their portfolio OMAHA, NE 1,053,7801.1m $70.4m $70.4m 0.18% Added +95.0k +95,045
5 Crestwood Advisors Group, LLC 1.13% of their portfolio BOSTON, MA 1,003,3501.0m $67.0m $67.0m 1.13% Added +8.9k +8,884
6 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 680,755680.8k $45.5m $45.5m 0.05% Added +20.5k +20,481
7 Syntegra Private Wealth Group, LLC 3.91% of their portfolio Chesterfield, MO 617,077617.1k $41.2m $41.2m 3.91% Reduced -1.9k -1,894
8 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 562,789562.8k $37.6m $37.6m 0.01% Added +195.7k +195,694
9 GREAT VALLEY ADVISOR GROUP, INC. 0.67% of their portfolio WILMINGTON, DE 555,081555.1k $37.1m $37.1m 0.67% Added +16.9k +16,862
10 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 459,413459.4k $30.1m $30.1m 0.01% Added +53.3k +53,264
11 Wagner Wealth Management, LLC 5.82% of their portfolio GREENVILLE, SC 431,428431.4k $28.8m $28.8m 5.82% Added +18.6k +18,561
12 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 416,078416.1k $27.8m $27.8m 0.04% Reduced -10.6k -10,594
13 Arkadios Wealth Advisors 0.45% of their portfolio ATLANTA, GA 407,600407.6k $27.2m $27.2m 0.45% New
14 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 399,611399.6k $26.7m $26.7m 0.01% Added +14.6k +14,571
15 CGC Financial Services, LLC 6.55% of their portfolio LAKE OSWEGO, OR 339,541339.5k $22.7m $22.7m 6.55% Reduced -2.8k -2,785
16 Meridian Financial Partners LLC 8.72% of their portfolio WARRENTON, VA 337,943337.9k $22.9m $22.9m 8.72% Added +11.2k +11,164
17 SHP Wealth Management 1.62% of their portfolio PLYMOUTH, MA 322,252322.3k $21.5m $21.5m 1.62% Added +3.5k +3,523
18 Independent Advisor Alliance 0.20% of their portfolio CHARLOTTE, NC 283,108283.1k $18.9m $18.9m 0.20% New
19 VERUS CAPITAL PARTNERS, LLC 1.25% of their portfolio SCOTTSDALE, AZ 272,585272.6k $18.2m $18.2m 1.25% Added +14.8k +14,846
20 Advisory Resource Group 2.97% of their portfolio Tulsa, OK 258,399258.4k $17.3m $17.3m 2.97% Added +13.6k +13,586
21 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 257,582257.6k $17.2m $17.2m 0.01% Added +193 +193
22 Retirement Management Systems Inc. 3.46% of their portfolio STEVENSVILLE, MD 215,235215.2k $14.4m $14.4m 3.46% Added +69.0k +69,027
23 B & T Capital Management DBA Alpha Capital Management 2.03% of their portfolio AUSTIN, TX 209,699209.7k $14.0m $14.0m 2.03% Added +2.1k +2,070
24 WealthPlan Investment Management, LLC 0.73% of their portfolio OMAHA, NE 197,056197.1k $13.2m $13.2m 0.73% Added +92.4k +92,385
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 184,225184.2k $12.3m $12.3m 0.00% Added +30.9k +30,904
26 Bond & Devick Financial Network, Inc. 3.27% of their portfolio ST. LOUIS PARK, MN 175,432175.4k $11.7m $11.7m 3.27% Reduced -3.0k -2,955
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 174,978175.0k $11.7m $11.7m 0.02% Reduced -29.9k -29,935
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 139,486139.5k $9.3m $9.3m 0.00% Added +2.1k +2,136
29 Tradition Wealth Management, LLC 0.61% of their portfolio EDINA, MN 127,984128.0k $8.5m $8.5m 0.61% Added +9.5k +9,473
30 Capital Developers, LLC 6.72% of their portfolio Greenville, NC 111,827111.8k $7.5m $7.5m 6.72% Added +342 +342
31 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 107,480107.5k $7.2m $7.2m 0.03% Added +2.6k +2,604
32 Macco Financial Group, Inc. 5.40% of their portfolio GREEN BAY, WI 106,864106.9k $7.1m $7.1m 5.40% Reduced -23.4k -23,407
33 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 105,757105.8k $7.1m $7.1m 0.01% Added +8.7k +8,654
34 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 101,580101.6k $6.8m $6.8m 0.03% Added +2.4k +2,434
35 Scarborough Advisors, LLC 0.73% of their portfolio ANNAPOLIS, MD 100,019100.0k $6.7m $6.7m 0.73% Added +454 +454
36 CREATIVE FINANCIAL DESIGNS INC /ADV 0.40% of their portfolio KOKOMO, IN 98,79198.8k $6.6m $6.6m 0.40% Added +527 +527
37 Legacy Private Trust Co. 0.38% of their portfolio NEENAH, WI 93,27793.3k $6.2m $6.2m 0.38% Added +1.7k +1,692
38 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 92,99893.0k $6.2m $6.2m 0.07% Added +45.5k +45,550
39 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 91,65591.7k $6.1m $6.1m 0.02% Added +25.9k +25,895
40 Stewardship Advisors, LLC 1.37% of their portfolio MOUNT JOY, PA 89,36389.4k $6.0m $6.0m 1.37% Reduced -16.7k -16,741
41 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.84% of their portfolio GARDEN CITY, NY 86,24986.2k $5.8m $5.8m 1.84% Reduced -44.7k -44,741
42 Lakeridge Wealth Management LLC 2.35% of their portfolio MENTOR, OH 81,69081.7k $5.5m $5.5m 2.35% Added +569 +569
43 Destiny Wealth Partners, LLC 0.48% of their portfolio TAVARES, FL 66,08866.1k $4.4m $4.4m 0.48% Reduced -1.8k -1,819
44 Plan Group Financial, LLC 0.95% of their portfolio OKLAHOMA CITY, OK 60,83060.8k $4.1m $4.1m 0.95% Added +29.6k +29,590
45 Modern Wealth Management, LLC 0.07% of their portfolio KANSAS CITY, MO 58,23658.2k $3.9m $3.9m 0.07% Added +32.1k +32,065
46 American Trust 0.34% of their portfolio LEXINGTON, KY 57,60057.6k $3.8m $3.8m 0.34% Reduced -2.7k -2,671
47 BARNES PETTEY FINANCIAL ADVISORS, LLC 1.65% of their portfolio CLARKSDALE, MS 56,76556.8k $3.8m $3.8m 1.65% Added +37.8k +37,759
48 Schwallier Wealth Management LLC 2.73% of their portfolio GRAND RAPIDS, MI 56,02056.0k $3.7m $3.7m 2.73% Reduced -3.2k -3,159
49 Platform Technology Partners 0.70% of their portfolio NEW YORK, NY 54,70754.7k $3.7m $3.7m 0.70% New
50 ASHTON THOMAS SECURITIES, LLC 0.45% of their portfolio ROCHESTER, NY 53,88153.9k $3.6m $3.6m 0.45% Added +1.9k +1,905
51 Atlas Legacy Advisors, LLC 0.65% of their portfolio LOS ANGELES, CA 52,88752.9k $3.5m $3.5m 0.65% Added +1.3k +1,268
52 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 49,41049.4k $3.3m $3.3m 0.01% Reduced -237 -237
53 UBS Group AG 0.00% of their portfolio ZURICH, V8 49,11949.1k $3.3m $3.3m 0.00% Added +2.0k +1,994
54 Allegheny Financial Group 0.43% of their portfolio Pittsburgh, PA 47,34847.3k $3.2m $3.2m 0.43% Added +33.5k +33,453
55 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 47,18747.2k $3.2m $3.2m 0.04% New
56 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 45,07945.1k $3.0m $3.0m 0.02% Added +1.2k +1,177
57 Total Clarity Wealth Management, Inc. 0.70% of their portfolio ST. CHARLES, IL 44,60444.6k $3.0m $3.0m 0.70% Added +8.2k +8,206
58 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,98041.0k $2.7m $2.7m 0.00% Reduced -2.5k -2,456
59 Fifth Third Securities, Inc. 0.18% of their portfolio Cincinnati, OH 40,75540.8k $2.7m $2.7m 0.18% Reduced -609 -609
60 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 39,57139.6k $2.6m $2.6m 0.01% Added +11.1k +11,147
61 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 39,48739.5k $2.6m $2.6m 0.00% Reduced -5.7k -5,666
62 GREENWOOD CAPITAL ASSOCIATES LLC 0.27% of their portfolio GREENWOOD, SC 36,52036.5k $2.4m $2.4m 0.27% Added +3.8k +3,835
63 Curry Webb Wealth Management LLC 1.14% of their portfolio INDIANAPOLIS, IN 36,23436.2k $2.4m $2.4m 1.14% Reduced -2.1k -2,083
64 Choice Wealth Advisors LLC 0.95% of their portfolio WATERVILLE, ME 36,18336.2k $2.4m $2.4m 0.95% Reduced -121.4k -121,406
65 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,07733.1k $2.2m $2.2m 0.00% Added +16.6k +16,627
66 SilverOak Wealth Management LLC 0.32% of their portfolio Edina, MN 30,26030.3k $2.0m $2.0m 0.32% Added +10.3k +10,330
67 INTEGRITY WEALTH ADVISORS, INC. 1.20% of their portfolio Ventura, CA 29,82229.8k $2.0m $2.0m 1.20% Added +5.4k +5,399
68 Fermata Advisors, LLC 0.44% of their portfolio SONOMA, CA 29,09029.1k $1.9m $1.9m 0.44% Added +6.0k +6,027
69 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 28,65528.7k $1.9m $1.9m 0.00% Added +87 +87
70 Asset Allocation Strategies LLC 0.33% of their portfolio FARMINGTON, MI 28,07128.1k $1.9m $1.9m 0.33% Added +7.1k +7,116
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,57327.6k $1.9m $1.9m 0.00% Added +1.6k +1,616
72 DAYMARK WEALTH PARTNERS, LLC 0.06% of their portfolio CINCINNATI, OH 27,56227.6k $1.8m $1.8m 0.06% Added +945 +945
73 Avestar Capital, LLC 0.13% of their portfolio New York, NY 27,39027.4k $1.8m $1.8m 0.13% Added +812 +812
74 Ruggaard & Associates LLC 0.72% of their portfolio HUDSON, OH 27,26027.3k $1.8m $1.8m 0.72% Reduced -1.3k -1,331
75 WBH ADVISORY INC 0.13% of their portfolio BALTIMORE, MD 26,13926.1k $1.8m $1.8m 0.13% Added +820 +820
76 McLaughlin Asset Management, Inc. 1.66% of their portfolio DANVILLE, IL 26,04526.0k $1.7m $1.7m 1.66% Reduced -20 -20
77 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 25,86225.9k $1.7m $1.7m 0.00% Added +11.9k +11,905
78 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 24,21824.2k $1.6m $1.6m 0.01% Reduced -1.2k -1,200
79 Fortitude Financial, LLC 0.85% of their portfolio Spokane, WA 23,99224.0k $1.6m $1.6m 0.85% Reduced -16.7k -16,744
80 WEST MICHIGAN ADVISORS, LLC 0.34% of their portfolio HOLLAND, MI 23,32723.3k $1.6m $1.6m 0.34% Reduced -13.4k -13,420
81 Arete Wealth Advisors, LLC 0.12% of their portfolio CHICAGO, IL 23,06623.1k $1.5m $1.5m 0.12% New
82 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 21,65021.6k $1.4m $1.4m 0.01% Added +13.4k +13,450
83 Rothschild Wealth LLC 0.12% of their portfolio OAK BROOK, IL 20,44620.4k $1.4m $1.4m 0.12% Reduced -280 -280
84 Capital Advisors Wealth Management, LLC 0.18% of their portfolio YAKIMA, WA 20,28120.3k $1.4m $1.4m 0.18% Reduced -193.7k -193,684
85 Rooted Wealth Advisors, Inc. 0.38% of their portfolio BOURBONNAIS, IL 19,69519.7k $1.4m $1.4m 0.38% Added +543 +543
86 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 18,76518.8k $1.3m $1.3m 0.01% Added +1.8k +1,823
87 Cordgrass Capital Advisors, LLC 0.28% of their portfolio RALEIGH, NC 18,15518.2k $1.2m $1.2m 0.28% Reduced -732 -732
88 WealthPLAN Partners, LLC 0.21% of their portfolio OMAHA, NE 16,28016.3k $1.1m $1.1m 0.21% Added +12.7k +12,718
89 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 15,62215.6k $1.0m $1.0m 0.02% Added +5.8k +5,817
90 United Advisor Group, LLC 0.11% of their portfolio CINCINNATI, OH 13,62513.6k $909.8k $909.8k 0.11% Added +209 +209
91 PAX Financial Group, LLC 0.15% of their portfolio SAN ANTONIO, TX 13,48613.5k $900.5k $900.5k 0.15% Added +4.0k +4,048
92 Freedom Financial Partners LLC 0.30% of their portfolio OAKDALE, MN 12,74612.7k $851.0k $851.0k 0.30% Reduced -9.5k -9,517
93 Summit Wealth Partners, LLC 0.12% of their portfolio Orlando, FL 11,52911.5k $769.8k $769.8k 0.12% Reduced -56 -56
94 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 11,52211.5k $769.3k $769.3k 0.03% Added +355 +355
95 Gateway Wealth Partners, LLC 0.03% of their portfolio APPLETON, WI 10,82210.8k $722.6k $722.6k 0.03% New
96 Harbor Asset Planning, Inc. 0.55% of their portfolio BELMONT, MA 9,7769.8k $652.8k $652.8k 0.55% Added +317 +317
97 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 9,7039.7k $624.7k $624.7k 0.01% Unchanged
98 ROCKLAND TRUST CO 0.02% of their portfolio HANOVER, MA 9,1599.2k $611.5k $611.5k 0.02% Added +613 +613
99 Keating Financial Advisory Services, Inc. 0.10% of their portfolio MANHATTAN, KS 9,0359.0k $603.3k $603.3k 0.10% Added +4.4k +4,360
100 Heritage Wealth Management, Inc. 0.30% of their portfolio CINCINNATI, OH 9,0119.0k $601.7k $601.7k 0.30% Added +208 +208