Vault-13

J P MORGAN EXCHANGE TRADED F JIRE

INTRNL RES EQT · ETP · CUSIP 46641Q134

344 institutional holders +29 vs Q4 2025
120,506,403120.5m shares reported held*
$9.0bnreported value*
49 new 167 added 88 reduced 18 sold out net sold ≈ $294.2m (-3.9m 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 ($7.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.63.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 45Q4 22: 61Q1 23: 58Q2 23: 64Q3 23: 68Q4 23: 83Q1 24: 113Q2 24: 124Q3 24: 154Q4 24: 166Q1 25: 193Q2 25: 233Q3 25: 269Q4 25: 315Q1 26: 344344Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202245
Q4 202261
Q1 202358
Q2 202364
Q3 202368
Q4 202383
Q1 2024113
Q2 2024124
Q3 2024154
Q4 2024166
Q1 2025193
Q2 2025233
Q3 2025269
Q4 2025315
Q1 2026344

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 95 bought or addedQ2 24: 34 cut or sold outQ3 24: 108 bought or addedQ3 24: 41 cut or sold outQ3 24Q4 24: 113 bought or addedQ4 24: 46 cut or sold outQ1 25: 122 bought or addedQ1 25: 75 cut or sold outQ1 25Q2 25: 167 bought or addedQ2 25: 52 cut or sold outQ3 25: 198 bought or addedQ3 25: 57 cut or sold outQ3 25Q4 25: 207 bought or addedQ4 25: 86 cut or sold outQ1 26: 216 bought or addedQ1 26: 106 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20249534
Q3 202410841
Q4 202411346
Q1 202512275
Q2 202516752
Q3 202519857
Q4 202520786
Q1 2026216106

Biggest buyers

EASTERN BANK Added +982,991+983.0k
JANE STREET GROUP, LLC Added +947,801+947.8k
LPL Financial LLC Added +502,047+502.0k
KELLY FINANCIAL GROUP LLC New +496,488+496.5k
VESTOR CAPITAL, LLC Added +325,940+325.9k
CITADEL ADVISORS LLC Added +318,041+318.0k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +287,036+287.0k
Integrated Wealth Concepts LLC Added +270,334+270.3k
RAYMOND JAMES FINANCIAL INC Added +266,687+266.7k
FMR LLC Added +256,278+256.3k

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -10,048,573-10.0m
JPMORGAN CHASE & CO Reduced -691,923-691.9k
SAGESPRING WEALTH PARTNERS, LLC Reduced -523,283-523.3k
Janney Montgomery Scott LLC Reduced -293,203-293.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -179,098-179.1k
Dynasty Wealth Management, LLC Reduced -160,609-160.6k
SMITHBRIDGE ASSET MANAGEMENT INC/DE Reduced -125,688-125.7k
Aspire Capital Advisors LLC Reduced -106,417-106.4k
MML INVESTORS SERVICES, LLC Reduced -51,415-51.4k
Leo Wealth, LLC Reduced -50,405-50.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.28% of their portfolio NEW YORK, NY 56,925,64856.9m $4.2bn $4.2bn 0.28% Reduced -691.9k -691,923
2 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 6,438,7456.4m $487.7m $487.7m 0.13% Added +502.0k +502,047
3 FMR LLC 0.01% of their portfolio BOSTON, MA 3,528,4003.5m $267.2m $267.2m 0.01% Added +256.3k +256,278
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 3,100,8183.1m $234.9m $234.9m 0.06% Added +202.2k +202,193
5 EASTERN BANK 2.64% of their portfolio BOSTON, MA 2,032,8412.0m $154.0m $154.0m 2.64% Added +983.0k +982,991
6 CWM, LLC 0.38% of their portfolio OMAHA, NE 1,912,8011.9m $144.9m $144.9m 0.38% Added +206.6k +206,595
7 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 1,786,5181.8m $135.3m $135.3m 0.19% Added +150.0k +149,970
8 MML INVESTORS SERVICES, LLC 0.36% of their portfolio SPRINGFIELD, MA 1,728,7791.7m $130.9m $130.9m 0.36% Reduced -51.4k -51,415
9 FACTORY MUTUAL INSURANCE CO 1.42% of their portfolio WALTHAM, MA 1,671,1301.7m $126.6m $126.6m 1.42% Unchanged
10 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,614,6671.6m $122.3m $122.3m 0.04% Added +266.7k +266,687
11 Janney Montgomery Scott LLC 0.28% of their portfolio PHILADELPHIA, PA 1,483,8671.5m $112.4m $112.4m 0.28% Reduced -293.2k -293,203
12 ASSETMARK, INC 0.23% of their portfolio CONCORD, CA 1,481,5561.5m $112.2m $112.2m 0.23% Reduced -8.7k -8,712
13 Dynasty Wealth Management, LLC 0.96% of their portfolio ST. PETERSBURG, FL 1,455,9281.5m $110.3m $110.3m 0.96% Reduced -160.6k -160,609
14 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,282,3961.3m $97.1m $97.1m 0.10% Added +42.2k +42,194
15 Bogart Wealth, LLC 3.56% of their portfolio MCLEAN, VA 1,218,9331.2m $92.3m $92.3m 3.56% Added +14.8k +14,824
16 Vestmark Advisory Solutions, Inc. 1.02% of their portfolio Wakefield, MA 1,215,7291.2m $92.1m $92.1m 1.02% Reduced -30.9k -30,855
17 SAGESPRING WEALTH PARTNERS, LLC 1.53% of their portfolio FRANKLIN, TN 1,109,5381.1m $84.0m $84.0m 1.53% Reduced -523.3k -523,283
18 JANE STREET GROUP, LLC 0.09% of their portfolio NEW YORK, NY 1,050,0001.1m $79.5m $79.5m 0.09% Added +947.8k +947,801
19 Private Advisor Group, LLC 0.34% of their portfolio MORRISTOWN, NJ 950,313950.3k $72.0m $72.0m 0.34% Added +17.8k +17,833
20 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 918,000918.0k $69.5m $69.5m 0.01% Unchanged
21 Conservest Capital Advisors, Inc. 6.29% of their portfolio WYNNEWOOD, PA 916,819916.8k $69.4m $69.4m 6.29% Added +39.9k +39,936
22 Hughes Financial Services, LLC 9.94% of their portfolio HERNDON, VA 854,338854.3k $64.7m $64.7m 9.94% Added +31.7k +31,721
23 GREAT VALLEY ADVISOR GROUP, INC. 1.12% of their portfolio WILMINGTON, DE 813,094813.1k $61.6m $61.6m 1.12% Added +5.8k +5,790
24 New England Professional Planning Group Inc. 24.62% of their portfolio Westerly, RI 777,722777.7k $58.9m $58.9m 24.62% Added +11.9k +11,851
25 Richard P Slaughter Associates Inc 12.66% of their portfolio AUSTIN, TX 772,797772.8k $58.5m $58.5m 12.66% Added +18.4k +18,449
26 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.79% of their portfolio MINNEAPOLIS, MN 713,966714.0k $54.1m $54.1m 0.79% Added +84.9k +84,890
27 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 691,673691.7k $52.4m $52.4m 0.08% Added +62.9k +62,869
28 Pure Financial Advisors, LLC 0.71% of their portfolio SAN DIEGO, CA 654,040654.0k $49.5m $49.5m 0.71% Reduced -7.3k -7,314
29 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 619,316619.3k $45.3m $45.3m 0.02% Added +113.7k +113,736
30 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 572,237572.2k $43.3m $43.3m 0.01% Added +234.0k +233,968
31 HighPoint Advisor Group LLC 1.76% of their portfolio DOWNERS GROVE, IL 555,560555.6k $42.1m $42.1m 1.76% Added +77.9k +77,866
32 FIRST FINANCIAL BANK - TRUST DIVISION 3.05% of their portfolio HAMILTON, OH 499,984500.0k $37.9m $37.9m 3.05% Added +33.8k +33,759
33 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 499,799499.8k $37.9m $37.9m 0.10% Added +3.5k +3,524
34 KELLY FINANCIAL GROUP LLC 9.46% of their portfolio Wethersfield, CT 496,488496.5k $37.6m $37.6m 9.46% New
35 DAYMARK WEALTH PARTNERS, LLC 1.17% of their portfolio CINCINNATI, OH 490,451490.5k $37.1m $37.1m 1.17% Added +35.8k +35,755
36 Modern Wealth Management, LLC 0.62% of their portfolio KANSAS CITY, MO 468,588468.6k $36.1m $36.1m 0.62% Added +12.4k +12,380
37 CUTLER INVESTMENT COUNSEL LLC 3.65% of their portfolio Jacksonville, OR 467,420467.4k $35.4m $35.4m 3.65% Added +2.2k +2,195
38 LEVEL FOUR ADVISORY SERVICES, LLC 1.15% of their portfolio DALLAS, TX 461,721461.7k $35.0m $35.0m 1.15% Reduced -49.3k -49,315
39 National Philanthropic Trust 0.33% of their portfolio Jenkintown, PA 410,810410.8k $31.1m $31.1m 0.33% Added +44.3k +44,287
40 Pallas Capital Advisors LLC 1.12% of their portfolio BRAINTREE, MA 393,272393.3k $29.8m $29.8m 1.12% Reduced -30.4k -30,361
41 Francis Financial, Inc. 5.50% of their portfolio NEW YORK, NY 390,783390.8k $29.6m $29.6m 5.50% Added +23.4k +23,416
42 Elk River Wealth Management LLC 4.68% of their portfolio DENVER, CO 371,727371.7k $28.2m $28.2m 4.68% Added +3.4k +3,405
43 WealthPlan Investment Management, LLC 1.54% of their portfolio OMAHA, NE 364,349364.3k $27.6m $27.6m 1.54% Added +158.2k +158,209
44 EdgeRock Capital LLC 7.43% of their portfolio DENVER, CO 362,475362.5k $27.5m $27.5m 7.43% Added +77.3k +77,274
45 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 338,982339.0k $25.7m $25.7m 0.02% Added +318.0k +318,041
46 Madison Asset Management, LLC 0.31% of their portfolio MADISON, WI 335,261335.3k $25.4m $25.4m 0.31% Added +24.8k +24,765
47 Kendall Capital Management 5.20% of their portfolio ROCKVILLE, MD 334,741334.7k $25.4m $25.4m 5.20% Added +9.4k +9,426
48 Integrated Wealth Concepts LLC 0.20% of their portfolio WALTHAM, MA 332,811332.8k $25.2m $25.2m 0.20% Added +270.3k +270,334
49 VESTOR CAPITAL, LLC 1.79% of their portfolio CHICAGO, IL 326,525326.5k $24.7m $24.7m 1.79% Added +325.9k +325,940
50 Capital Planning Advisors, LLC 3.56% of their portfolio Roseville, CA 325,345325.3k $24.6m $24.6m 3.56% Added +7.0k +7,002
51 SAX WEALTH ADVISORS, LLC 1.17% of their portfolio PARSIPPANY, NJ 323,410323.4k $24.2m $24.2m 1.17% Reduced -2.8k -2,772
52 SOUTHERN FARM BUREAU LIFE INSURANCE 2.57% of their portfolio JACKSON, MS 322,180322.2k $24.4m $24.4m 2.57% Unchanged
53 GRIMES & Co WEALTH MANAGEMENT, LLC 0.65% of their portfolio WESTBOROUGH, MA 308,098308.1k $23.3m $23.3m 0.65% Added +57.5k +57,454
54 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 307,395307.4k $23.3m $23.3m 0.00% Added +18.6k +18,553
55 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 303,266303.3k $23.0m $23.0m 0.04% Added +12.3k +12,270
56 Choice Wealth Advisors LLC 9.00% of their portfolio WATERVILLE, ME 302,764302.8k $22.9m $22.9m 9.00% Added +2.0k +2,049
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 296,736296.7k $22.5m $22.5m 0.00% Added +14.4k +14,371
58 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 295,695295.7k $22.4m $22.4m 0.04% Added +3.3k +3,297
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 292,889292.9k $22.2m $22.2m 0.01% Reduced -179.1k -179,098
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 287,036287.0k $21.7m $21.7m 0.00% New
61 Tradition Wealth Management, LLC 1.49% of their portfolio EDINA, MN 277,006277.0k $21.0m $21.0m 1.49% Added +21.6k +21,602
62 Family Investment Center, Inc. 4.00% of their portfolio Saint Joseph, MO 274,475274.5k $20.8m $20.8m 4.00% Reduced -7.1k -7,144
63 Leo Wealth, LLC 1.45% of their portfolio HURST, TX 263,346263.3k $19.9m $19.9m 1.45% Reduced -50.4k -50,405
64 EP Wealth Advisors, LLC 0.10% of their portfolio TORRANCE, CA 260,386260.4k $19.7m $19.7m 0.10% Reduced -3.1k -3,150
65 Badgley Phelps Wealth Managers, LLC 0.39% of their portfolio SEATTLE, WA 257,085257.1k $19.5m $19.5m 0.39% Added +1.6k +1,618
66 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 236,361236.4k $17.9m $17.9m 0.00% Added +115.7k +115,672
67 Navigation Group, LLC 3.91% of their portfolio REDWOOD CITY, CA 220,388220.4k $16.7m $16.7m 3.91% First filing
68 Mascoma Wealth Management LLC 3.35% of their portfolio HANOVER, NH 213,979214.0k $16.2m $16.2m 3.35% Added +37.4k +37,359
69 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 190,593190.6k $14.3m $14.3m 0.09% Added +36.7k +36,705
70 PARK AVENUE SECURITIES LLC 0.10% of their portfolio NEW YORK, NY 174,482174.5k $13.2m $13.2m 0.10% Added +1.5k +1,525
71 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 168,609168.6k $12.8m $12.8m 0.00% Added +125.1k +125,144
72 Bryant Woods Investment Advisors, LLC 4.20% of their portfolio GETZVILLE, NY 150,823150.8k $11.4m $11.4m 4.20% Added +22.4k +22,365
73 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.65% of their portfolio Chadds Ford, PA 146,817146.8k $11.1m $11.1m 1.65% Reduced -125.7k -125,688
74 UNIQUE WEALTH, LLC 1.50% of their portfolio TAMPA, FL 142,882142.9k $10.8m $10.8m 1.50% Added +47.1k +47,062
75 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 130,600130.6k $9.9m $9.9m 0.01% New
76 GREENWOOD CAPITAL ASSOCIATES LLC 1.09% of their portfolio GREENWOOD, SC 130,417130.4k $9.9m $9.9m 1.09% Added +2.3k +2,254
77 SIMA Wealth Partners, LLC 7.50% of their portfolio NORTH CHESTERFIELD, VA 130,059130.1k $9.9m $9.9m 7.50% Added +596 +596
78 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.06% of their portfolio NEW YORK, NY 128,700128.7k $9.7m $9.7m 0.06% First filing
79 Galvin, Gaustad & Stein, LLC 0.78% of their portfolio Scottsdale, AZ 128,047128.0k $9.7m $9.7m 0.78% Added +44.4k +44,358
80 ForthRight Wealth Management, LLC 2.61% of their portfolio ALPHARETTA, GA 121,613121.6k $9.2m $9.2m 2.61% Added +12.3k +12,280
81 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 121,017121.0k $9.2m $9.2m 0.17% New
82 Providence Financial Advisors, LLC 5.19% of their portfolio Overland Park, KS 120,162120.2k $9.1m $9.1m 5.19% Added +8.4k +8,385
83 Wagner Wealth Management, LLC 1.72% of their portfolio GREENVILLE, SC 112,518112.5k $8.5m $8.5m 1.72% Added +3.3k +3,314
84 MN Wealth Advisors, LLC 4.15% of their portfolio OVERLAND PARK, KS 112,438112.4k $8.5m $8.5m 4.15% Added +7.2k +7,247
85 Arkadios Wealth Advisors 0.14% of their portfolio ATLANTA, GA 111,077111.1k $8.4m $8.4m 0.14% New
86 First National Bank of Mount Dora, Trust Investment Services 1.81% of their portfolio MOUNT DORA, FL 110,705110.7k $8.4m $8.4m 1.81% New
87 Etesian Wealth Advisors, Inc. 2.42% of their portfolio West Linn, OR 99,968100.0k $7.6m $7.6m 2.42% Added +2.0k +2,037
88 Base Wealth Management LLC 4.10% of their portfolio LAKEWOOD RANCH, FL 96,77296.8k $7.3m $7.3m 4.10% Added +3.7k +3,654
89 Centerline Wealth Advisors, LLC 2.42% of their portfolio LOUISVILLE, KY 88,76788.8k $6.7m $6.7m 2.42% Reduced -4.2k -4,187
90 Kaizen Financial Strategies 2.99% of their portfolio CAMPBELL, CA 88,16088.2k $7.1m $7.1m 2.99% Added +8.8k +8,850
91 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 84,51784.5k $6.4m $6.4m 0.01% Added +16.9k +16,879
92 Fulton Bank, N.A. 0.22% of their portfolio Lancaster, PA 83,49383.5k $6.3m $6.3m 0.22% New
93 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 80,35980.4k $6.2m $6.2m 0.01% Reduced -1.3k -1,283
94 Ascent Group, LLC 0.21% of their portfolio VIRGINIA BEACH, VA 79,49079.5k $6.0m $6.0m 0.21% Added +56.7k +56,736
95 Investors Portfolio Services LLC 5.53% of their portfolio PUYALLUP, WA 78,72278.7k $6.0m $6.0m 5.53% Added +7.2k +7,230
96 BridgePort Financial Solutions, LLC 1.66% of their portfolio FAIRFIELD, IA 77,50577.5k $5.9m $5.9m 1.66% Added +7.2k +7,152
97 Garden State Investment Advisory Services LLC 1.34% of their portfolio Red Bank, NJ 74,17074.2k $5.6m $5.6m 1.34% Added +2.4k +2,426
98 Financial Connections Group, Inc. 1.95% of their portfolio CORTE MADERA, CA 74,02574.0k $5.6m $5.6m 1.95% Reduced -3.3k -3,318
99 MAGNOLIA CAPITAL ADVISORS LLC 1.08% of their portfolio RIDGELAND, MS 72,28472.3k $5.5m $5.5m 1.08% New
100 SACKS & ASSOCIATES, LLC 4.03% of their portfolio WARREN, NJ 71,63571.6k $5.4m $5.4m 4.03% Added +1.2k +1,162