Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

195 institutional holders +18 vs Q1 2026
27,583,32827.6m shares reported held*
$2.1bnreported value*
26 new 88 added 49 reduced 7 sold out net bought ≈ $21.9m (+281.3k 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 ≈ $77.78.

Trends to Q2 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: 177Q2 26: 195195Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026195

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 77 bought or addedQ3 24: 18 cut or sold outQ4 24: 96 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 94 bought or addedQ1 25: 52 cut or sold outQ2 25: 87 bought or addedQ2 25: 62 cut or sold outQ2 25Q3 25: 84 bought or addedQ3 25: 58 cut or sold outQ4 25: 106 bought or addedQ4 25: 55 cut or sold outQ4 25Q1 26: 104 bought or addedQ1 26: 60 cut or sold outQ2 26: 114 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247718
Q4 20249630
Q1 20259452
Q2 20258762
Q3 20258458
Q4 202510655
Q1 202610460
Q2 202611456

Biggest buyers

FMR LLC Added +682,786+682.8k
JONES FINANCIAL COMPANIES LLLP Added +159,065+159.1k
LPL Financial LLC Added +128,740+128.7k
Integrated Wealth Concepts LLC New +110,138+110.1k
Commonwealth Financial Services, LLC New +95,365+95.4k
BARNES PETTEY FINANCIAL ADVISORS, LLC Added +67,676+67.7k
RAYMOND JAMES FINANCIAL INC Added +56,028+56.0k
Kestra Advisory Services, LLC Added +54,783+54.8k
OSAIC HOLDINGS, INC. Added +47,309+47.3k
AXXCESS WEALTH MANAGEMENT, LLC New +43,432+43.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -737,312-737.3k
Arkadios Wealth Advisors Sold out -407,600-407.6k
SHP Wealth Management Reduced -316,296-316.3k
Independent Advisor Alliance Reduced -267,715-267.7k
Schwallier Wealth Management LLC Reduced -48,075-48.1k
JANE STREET GROUP, LLC Reduced -30,039-30.0k
FLYNN ZITO CAPITAL MANAGEMENT, LLC Reduced -29,552-29.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -26,151-26.2k
Rooted Wealth Advisors, Inc. Sold out -19,695-19.7k
CGC Financial Services, LLC Reduced -15,347-15.3k

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 9,782,6549.8m $757.9m $757.9m 0.04% Reduced -737.3k -737,312
2 FMR LLC 0.01% of their portfolio BOSTON, MA 3,088,4203.1m $241.0m $241.0m 0.01% Added +682.8k +682,786
3 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,260,9452.3m $176.4m $176.4m 0.04% Added +128.7k +128,740
4 Crestwood Advisors Group, LLC 1.18% of their portfolio BOSTON, MA 1,023,6101.0m $79.9m $79.9m 1.18% Added +20.3k +20,260
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 702,324702.3k $54.8m $54.8m 0.05% Added +21.6k +21,569
6 Syntegra Private Wealth Group, LLC 3.83% of their portfolio Chesterfield, MO 633,091633.1k $49.4m $49.4m 3.83% Added +16.0k +16,014
7 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 618,478618.5k $47.8m $47.8m 0.02% Added +159.1k +159,065
8 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 580,188580.2k $45.3m $45.3m 0.01% Added +17.4k +17,399
9 GREAT VALLEY ADVISOR GROUP, INC. 0.70% of their portfolio WILMINGTON, DE 571,576571.6k $44.6m $44.6m 0.70% Added +16.5k +16,495
10 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 463,387463.4k $36.2m $36.2m 0.04% Added +47.3k +47,309
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 455,639455.6k $35.6m $35.6m 0.01% Added +56.0k +56,028
12 Wagner Wealth Management, LLC 6.35% of their portfolio GREENVILLE, SC 440,073440.1k $34.3m $34.3m 6.35% Added +8.6k +8,645
13 Meridian Financial Partners LLC 9.07% of their portfolio WARRENTON, VA 347,624347.6k $26.6m $26.6m 9.07% Added +9.7k +9,681
14 CGC Financial Services, LLC 5.69% of their portfolio LAKE OSWEGO, OR 324,194324.2k $25.3m $25.3m 5.69% Reduced -15.3k -15,347
15 VERUS CAPITAL PARTNERS, LLC 1.18% of their portfolio SCOTTSDALE, AZ 278,665278.7k $21.7m $21.7m 1.18% Added +6.1k +6,080
16 Advisory Resource Group 3.04% of their portfolio Tulsa, OK 258,935258.9k $20.2m $20.2m 3.04% Added +536 +536
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 231,431231.4k $18.1m $18.1m 0.01% Reduced -26.2k -26,151
18 Retirement Management Systems Inc. 3.65% of their portfolio STEVENSVILLE, MD 228,395228.4k $17.8m $17.8m 3.65% Added +13.2k +13,160
19 WealthPlan Investment Management, LLC 0.87% of their portfolio OMAHA, NE 224,405224.4k $17.5m $17.5m 0.87% Added +27.3k +27,349
20 B & T Capital Management DBA Alpha Capital Management 2.14% of their portfolio AUSTIN, TX 209,506209.5k $16.3m $16.3m 2.14% Reduced -193 -193
21 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 191,937191.9k $15.0m $15.0m 0.02% Added +17.0k +16,959
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 190,278190.3k $14.8m $14.8m 0.00% Added +6.1k +6,053
23 Bond & Devick Financial Network, Inc. 3.51% of their portfolio ST. LOUIS PARK, MN 182,754182.8k $14.3m $14.3m 3.51% Added +7.3k +7,322
24 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 156,363156.4k $12.2m $12.2m 0.04% Added +54.8k +54,783
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 143,634143.6k $11.2m $11.2m 0.00% Added +4.1k +4,148
26 Macco Financial Group, Inc. 7.04% of their portfolio GREEN BAY, WI 138,964139.0k $10.8m $10.8m 7.04% Added +32.1k +32,100
27 Tradition Wealth Management, LLC 0.64% of their portfolio EDINA, MN 134,663134.7k $10.5m $10.5m 0.64% Added +6.7k +6,679
28 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 124,966125.0k $9.8m $9.8m 0.01% Added +19.2k +19,209
29 BARNES PETTEY FINANCIAL ADVISORS, LLC 3.04% of their portfolio CLARKSDALE, MS 124,441124.4k $9.7m $9.7m 3.04% Added +67.7k +67,676
30 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 123,055123.1k $9.6m $9.6m 0.04% Added +15.6k +15,575
31 Scarborough Advisors, LLC 1.07% of their portfolio ANNAPOLIS, MD 121,721121.7k $9.3m $9.3m 1.07% Added +21.7k +21,702
32 CREATIVE FINANCIAL DESIGNS INC /ADV 0.44% of their portfolio KOKOMO, IN 117,476117.5k $9.2m $9.2m 0.44% Added +18.7k +18,685
33 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 117,247117.2k $9.1m $9.1m 0.02% Added +25.6k +25,592
34 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 110,138110.1k $8.6m $8.6m 0.04% New
35 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 103,466103.5k $8.1m $8.1m 0.07% Added +10.5k +10,468
36 Commonwealth Financial Services, LLC 1.00% of their portfolio VIENNA, WV 95,36595.4k $7.4m $7.4m 1.00% New
37 Legacy Private Trust Co. 0.39% of their portfolio NEENAH, WI 90,32690.3k $7.0m $7.0m 0.39% Reduced -3.0k -2,951
38 Stewardship Advisors, LLC 1.46% of their portfolio MOUNT JOY, PA 89,80289.8k $7.0m $7.0m 1.46% Added +439 +439
39 Lakeridge Wealth Management LLC 2.36% of their portfolio MENTOR, OH 82,41082.4k $6.4m $6.4m 2.36% Added +720 +720
40 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 81,03081.0k $6.3m $6.3m 0.08% Added +22.8k +22,794
41 ASHTON THOMAS SECURITIES, LLC 0.91% of their portfolio ROCHESTER, NY 78,88278.9k $6.2m $6.2m 0.91% Added +25.0k +25,001
42 Platform Technology Partners 1.00% of their portfolio NEW YORK, NY 78,18978.2k $6.1m $6.1m 1.00% Added +23.5k +23,482
43 Plan Group Financial, LLC 1.25% of their portfolio OKLAHOMA CITY, OK 77,37577.4k $6.0m $6.0m 1.25% Added +16.5k +16,545
44 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 72,79072.8k $5.7m $5.7m 0.07% Added +25.6k +25,603
45 Allegheny Financial Group 0.60% of their portfolio Pittsburgh, PA 72,42172.4k $5.7m $5.7m 0.60% Added +25.1k +25,073
46 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 64,58664.6k $5.0m $5.0m 0.01% Added +38.7k +38,724
47 Destiny Wealth Partners, LLC 0.68% of their portfolio TAVARES, FL 62,82962.8k $4.8m $4.8m 0.68% Reduced -3.3k -3,259
48 FLYNN ZITO CAPITAL MANAGEMENT, LLC 1.20% of their portfolio GARDEN CITY, NY 56,69756.7k $4.4m $4.4m 1.20% Reduced -29.6k -29,552
49 Atlas Legacy Advisors, LLC 0.63% of their portfolio LOS ANGELES, CA 54,69154.7k $4.3m $4.3m 0.63% Added +1.8k +1,804
50 American Trust 0.32% of their portfolio LEXINGTON, KY 53,69553.7k $4.2m $4.2m 0.32% Reduced -3.9k -3,905
51 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 51,42251.4k $4.0m $4.0m 0.01% Added +2.0k +2,012
52 Total Clarity Wealth Management, Inc. 0.73% of their portfolio ST. CHARLES, IL 48,41248.4k $3.8m $3.8m 0.73% Added +3.8k +3,808
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 46,41346.4k $3.6m $3.6m 0.00% Added +6.8k +6,842
54 UBS Group AG 0.00% of their portfolio ZURICH, V8 46,41046.4k $3.6m $3.6m 0.00% Reduced -2.7k -2,709
55 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 45,51945.5k $3.6m $3.6m 0.02% Added +440 +440
56 GREENWOOD CAPITAL ASSOCIATES LLC 0.34% of their portfolio GREENWOOD, SC 44,16544.2k $3.4m $3.4m 0.34% Added +7.6k +7,645
57 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 43,43243.4k $3.4m $3.4m 0.05% New
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 41,91741.9k $3.3m $3.3m 0.00% New
59 Fifth Third Securities, Inc. 0.18% of their portfolio Cincinnati, OH 40,14040.1k $3.1m $3.1m 0.18% Reduced -615 -615
60 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,08640.1k $3.1m $3.1m 0.00% Reduced -894 -894
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 40,05240.1k $3.1m $3.1m 0.00% New
62 Curry Webb Wealth Management LLC 1.29% of their portfolio INDIANAPOLIS, IN 39,87439.9k $3.1m $3.1m 1.29% Added +3.6k +3,640
63 Planning Strategies Inc. 1.92% of their portfolio LANCASTER, PA 39,44839.4k $3.1m $3.1m 1.92% First filing
64 SilverOak Wealth Management LLC 0.38% of their portfolio Edina, MN 38,22538.2k $3.0m $3.0m 0.38% Added +8.0k +7,965
65 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 35,30535.3k $2.8m $2.8m 0.00% Reduced -4.2k -4,182
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 33,12333.1k $2.5m $2.5m 0.00% Added +5.5k +5,550
67 DAYMARK WEALTH PARTNERS, LLC 0.06% of their portfolio CINCINNATI, OH 31,86631.9k $2.5m $2.5m 0.06% Added +4.3k +4,304
68 Choice Wealth Advisors LLC 0.87% of their portfolio WATERVILLE, ME 31,69731.7k $2.5m $2.5m 0.87% Reduced -4.5k -4,486
69 WealthPLAN Partners, LLC 0.45% of their portfolio OMAHA, NE 30,03230.0k $2.3m $2.3m 0.45% Added +13.8k +13,752
70 Avestar Capital, LLC 0.13% of their portfolio New York, NY 29,21529.2k $2.3m $2.3m 0.13% Added +1.8k +1,825
71 Asset Allocation Strategies LLC 0.35% of their portfolio FARMINGTON, MI 29,15429.2k $2.3m $2.3m 0.35% Added +1.1k +1,083
72 Fermata Advisors, LLC 0.45% of their portfolio SONOMA, CA 28,68828.7k $2.2m $2.2m 0.45% Reduced -402 -402
73 IFG Advisory, LLC 0.08% of their portfolio ATLANTA, GA 28,07128.1k $2.2m $2.2m 0.08% Added +28.0k +27,968
74 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 26,90226.9k $2.1m $2.1m 0.00% Reduced -1.8k -1,753
75 WBH ADVISORY INC 0.14% of their portfolio BALTIMORE, MD 26,48126.5k $2.1m $2.1m 0.14% Added +342 +342
76 Ruggaard & Associates LLC 0.74% of their portfolio HUDSON, OH 26,47626.5k $2.1m $2.1m 0.74% Reduced -784 -784
77 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 26,40126.4k $2.1m $2.1m 0.01% Added +4.8k +4,751
78 McLaughlin Asset Management, Inc. 1.41% of their portfolio DANVILLE, IL 26,17926.2k $2.0m $2.0m 1.41% Added +134 +134
79 WEST MICHIGAN ADVISORS, LLC 0.37% of their portfolio HOLLAND, MI 24,68924.7k $1.9m $1.9m 0.37% Added +1.4k +1,362
80 Fortitude Financial, LLC 1.68% of their portfolio Spokane, WA 23,94623.9k $1.9m $1.9m 1.68% Reduced -46 -46
81 Arete Wealth Advisors, LLC 0.12% of their portfolio CHICAGO, IL 23,91223.9k $1.9m $1.9m 0.12% Added +846 +846
82 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 23,83923.8k $1.9m $1.9m 0.01% Reduced -379 -379
83 Rothschild Wealth LLC 0.12% of their portfolio OAK BROOK, IL 20,02120.0k $1.6m $1.6m 0.12% Reduced -425 -425
84 Capital Advisors Wealth Management, LLC 0.18% of their portfolio YAKIMA, WA 19,86319.9k $1.5m $1.5m 0.18% Reduced -418 -418
85 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 18,75118.8k $1.5m $1.5m 0.01% Reduced -14 -14
86 Cordgrass Capital Advisors, LLC 0.53% of their portfolio RALEIGH, NC 18,10218.1k $1.4m $1.4m 0.53% Reduced -53 -53
87 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 17,00517.0k $1.3m $1.3m 0.02% Added +1.4k +1,383
88 Keating Financial Advisory Services, Inc. 0.17% of their portfolio MANHATTAN, KS 16,17716.2k $1.3m $1.3m 0.17% Added +7.1k +7,142
89 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 15,44215.4k $1.2m $1.2m 0.02% First filing
90 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 15,39315.4k $1.2m $1.2m 0.03% Reduced -267.7k -267,715
91 PAX Financial Group, LLC 0.17% of their portfolio SAN ANTONIO, TX 14,26314.3k $1.1m $1.1m 0.17% Added +777 +777
92 United Advisor Group, LLC 0.11% of their portfolio CINCINNATI, OH 13,32813.3k $1.0m $1.0m 0.11% Reduced -297 -297
93 Garden State Investment Advisory Services LLC 0.19% of their portfolio Red Bank, NJ 12,57312.6k $981.1k $981.1k 0.19% Added +8.5k +8,514
94 Summit Wealth Partners, LLC 0.13% of their portfolio Orlando, FL 11,47511.5k $895.4k $895.4k 0.13% Reduced -54 -54
95 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 11,37411.4k $887.5k $887.5k 0.03% Reduced -148 -148
96 ROCKLAND TRUST CO 0.03% of their portfolio HANOVER, MA 10,82110.8k $844.4k $844.4k 0.03% Added +1.7k +1,662
97 Harbor Asset Planning, Inc. 0.59% of their portfolio BELMONT, MA 10,00810.0k $781.0k $781.0k 0.59% Added +232 +232
98 MTM FINANCIAL GROUP, LLC 0.32% of their portfolio BETHLEHEM, PA 9,7009.7k $756.9k $756.9k 0.32% Added +1.5k +1,542
99 Heritage Wealth Management, Inc. 0.18% of their portfolio CINCINNATI, OH 9,4669.5k $738.6k $738.6k 0.18% Added +455 +455
100 Freedom Financial Partners LLC 0.23% of their portfolio OAKDALE, MN 8,8558.9k $690.9k $690.9k 0.23% Reduced -3.9k -3,891