Vault-13

J P MORGAN EXCHANGE TRADED F JIRE

INTRNL RES EQT · ETP · CUSIP 46641Q134

352 institutional holders +8 vs Q1 2026
121,628,819121.6m shares reported held*
$10.0bnreported value*
32 new 171 added 101 reduced 19 sold out net bought ≈ $309.7m (+3.7m 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 ($8.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.33.

Trends to Q2 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: 344Q2 26: 352352Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026352

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 108 bought or addedQ3 24: 41 cut or sold outQ4 24: 113 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 122 bought or addedQ1 25: 75 cut or sold outQ2 25: 167 bought or addedQ2 25: 52 cut or sold outQ2 25Q3 25: 198 bought or addedQ3 25: 57 cut or sold outQ4 25: 207 bought or addedQ4 25: 86 cut or sold outQ4 25Q1 26: 216 bought or addedQ1 26: 106 cut or sold outQ2 26: 203 bought or addedQ2 26: 120 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410841
Q4 202411346
Q1 202512275
Q2 202516752
Q3 202519857
Q4 202520786
Q1 2026216106
Q2 2026203120

Biggest buyers

Lido Advisors, LLC Added +1,479,348+1.5m
Cambridge Investment Research Advisors, Inc. Added +545,173+545.2k
OLD MISSION CAPITAL LLC New +426,403+426.4k
Bluespring Wealth Management, LLC New +309,337+309.3k
MML INVESTORS SERVICES, LLC Added +271,535+271.5k
EASTERN BANK Added +260,638+260.6k
RAYMOND JAMES FINANCIAL INC Added +233,774+233.8k
LPL Financial LLC Added +228,460+228.5k
FMR LLC Added +196,912+196.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +195,344+195.3k

Biggest sellers

JANE STREET GROUP, LLC Sold out -1,050,000-1.1m
JPMORGAN CHASE & CO Reduced -296,968-297.0k
VESTOR CAPITAL, LLC Reduced -296,175-296.2k
Private Advisor Group, LLC Reduced -201,613-201.6k
HighPoint Advisor Group LLC Reduced -148,720-148.7k
CITADEL ADVISORS LLC Reduced -134,400-134.4k
NATIONAL BANK OF CANADA /FI/ Sold out -130,600-130.6k
CAPITOLIS LIQUID GLOBAL MARKETS LLC Sold out -128,700-128.7k
Arkadios Wealth Advisors Sold out -111,077-111.1k
ASSETMARK, INC Reduced -86,896-86.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.27% of their portfolio NEW YORK, NY 56,628,68056.6m $4.7bn $4.7bn 0.27% Reduced -297.0k -296,968
2 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 6,667,2056.7m $550.0m $550.0m 0.12% Added +228.5k +228,460
3 FMR LLC 0.01% of their portfolio BOSTON, MA 3,725,3123.7m $307.3m $307.3m 0.01% Added +196.9k +196,912
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 3,208,9783.2m $264.7m $264.7m 0.06% Added +108.2k +108,160
5 EASTERN BANK 2.90% of their portfolio BOSTON, MA 2,293,4792.3m $189.2m $189.2m 2.90% Added +260.6k +260,638
6 MML INVESTORS SERVICES, LLC 0.34% of their portfolio SPRINGFIELD, MA 2,000,3142.0m $165.0m $165.0m 0.34% Added +271.5k +271,535
7 COMMONWEALTH EQUITY SERVICES, LLC 0.20% of their portfolio WALTHAM, MA 1,889,7561.9m $155.9m $155.9m 0.20% Added +103.2k +103,238
8 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,848,4411.8m $152.5m $152.5m 0.04% Added +233.8k +233,774
9 FACTORY MUTUAL INSURANCE CO 1.30% of their portfolio WALTHAM, MA 1,671,1301.7m $137.9m $137.9m 1.30% Unchanged
10 Dynasty Wealth Management, LLC 0.98% of their portfolio ST. PETERSBURG, FL 1,606,5081.6m $132.5m $132.5m 0.98% Added +150.6k +150,580
11 Janney Montgomery Scott LLC 0.25% of their portfolio PHILADELPHIA, PA 1,574,8421.6m $129.9m $129.9m 0.25% Added +91.0k +90,975
12 Lido Advisors, LLC 0.46% of their portfolio Los Angeles, CA 1,545,4661.5m $127.5m $127.5m 0.46% Added +1.5m +1,479,348
13 ASSETMARK, INC 0.20% of their portfolio CONCORD, CA 1,394,6601.4m $115.0m $115.0m 0.20% Reduced -86.9k -86,896
14 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,323,7871.3m $109.2m $109.2m 0.10% Added +41.4k +41,391
15 Bogart Wealth, LLC 3.53% of their portfolio MCLEAN, VA 1,248,2351.2m $103.0m $103.0m 3.53% Added +29.3k +29,302
16 Vestmark Advisory Solutions, Inc. 0.94% of their portfolio Wakefield, MA 1,215,6091.2m $100.3m $100.3m 0.94% Reduced -120 -120
17 SAGESPRING WEALTH PARTNERS, LLC 1.53% of their portfolio FRANKLIN, TN 1,206,2921.2m $99.5m $99.5m 1.53% Added +96.8k +96,754
18 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 1,044,9721.0m $86.2m $86.2m 0.10% Added +545.2k +545,173
19 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 918,000918.0k $75.7m $75.7m 0.01% Unchanged
20 Conservest Capital Advisors, Inc. 6.01% of their portfolio WYNNEWOOD, PA 915,678915.7k $75.5m $75.5m 6.01% Reduced -1.1k -1,141
21 Hughes Financial Services, LLC 9.92% of their portfolio HERNDON, VA 907,369907.4k $74.8m $74.8m 9.92% Added +53.0k +53,031
22 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 860,002860.0k $70.9m $70.9m 0.08% Added +168.3k +168,329
23 GREAT VALLEY ADVISOR GROUP, INC. 1.10% of their portfolio WILMINGTON, DE 842,940842.9k $69.5m $69.5m 1.10% Added +29.8k +29,846
24 Richard P Slaughter Associates Inc 12.96% of their portfolio AUSTIN, TX 791,687791.7k $65.3m $65.3m 12.96% Added +18.9k +18,890
25 New England Professional Planning Group Inc. 23.46% of their portfolio Westerly, RI 761,909761.9k $62.8m $62.8m 23.46% Reduced -15.8k -15,813
26 Private Advisor Group, LLC 0.28% of their portfolio MORRISTOWN, NJ 748,700748.7k $61.8m $61.8m 0.28% Reduced -201.6k -201,613
27 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.81% of their portfolio MINNEAPOLIS, MN 745,277745.3k $61.5m $61.5m 0.81% Added +31.3k +31,311
28 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 725,716725.7k $58.9m $58.9m 0.02% Added +106.4k +106,400
29 Pure Financial Advisors, LLC 0.68% of their portfolio SAN DIEGO, CA 644,750644.8k $53.2m $53.2m 0.68% Reduced -9.3k -9,290
30 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 603,856603.9k $49.7m $49.7m 0.01% Added +31.6k +31,619
31 DAYMARK WEALTH PARTNERS, LLC 1.19% of their portfolio CINCINNATI, OH 592,253592.3k $48.9m $48.9m 1.19% Added +101.8k +101,802
32 FIRST FINANCIAL BANK - TRUST DIVISION 2.98% of their portfolio HAMILTON, OH 506,500506.5k $41.8m $41.8m 2.98% Added +6.5k +6,516
33 CUTLER INVESTMENT COUNSEL LLC 3.73% of their portfolio Jacksonville, OR 480,390480.4k $39.6m $39.6m 3.73% Added +13.0k +12,970
34 LEVEL FOUR ADVISORY SERVICES, LLC 1.09% of their portfolio DALLAS, TX 467,614467.6k $38.6m $38.6m 1.09% Added +5.9k +5,893
35 Modern Wealth Management, LLC 0.46% of their portfolio KANSAS CITY, MO 463,659463.7k $38.2m $38.2m 0.46% Reduced -4.9k -4,929
36 KELLY FINANCIAL GROUP LLC 8.41% of their portfolio Wethersfield, CT 459,051459.1k $37.9m $37.9m 8.41% Reduced -37.4k -37,437
37 WealthPlan Investment Management, LLC 1.79% of their portfolio OMAHA, NE 436,465436.5k $36.0m $36.0m 1.79% Added +72.1k +72,116
38 OLD MISSION CAPITAL LLC 0.90% of their portfolio CHICAGO, IL 426,403426.4k $35.2m $35.2m 0.90% New
39 Pallas Capital Advisors LLC 1.07% of their portfolio BRAINTREE, MA 421,018421.0k $34.7m $34.7m 1.07% Added +27.7k +27,746
40 HighPoint Advisor Group LLC 1.18% of their portfolio DOWNERS GROVE, IL 406,840406.8k $33.6m $33.6m 1.18% Reduced -148.7k -148,720
41 Francis Financial, Inc. 5.36% of their portfolio NEW YORK, NY 396,161396.2k $32.7m $32.7m 5.36% Added +5.4k +5,378
42 EdgeRock Capital LLC 7.08% of their portfolio DENVER, CO 378,709378.7k $31.2m $31.2m 7.08% Added +16.2k +16,234
43 Madison Asset Management, LLC 0.37% of their portfolio MADISON, WI 371,195371.2k $30.6m $30.6m 0.37% Added +35.9k +35,934
44 GRIMES & Co WEALTH MANAGEMENT, LLC 0.65% of their portfolio WESTBOROUGH, MA 365,229365.2k $30.1m $30.1m 0.65% Added +57.1k +57,131
45 National Philanthropic Trust 0.42% of their portfolio Jenkintown, PA 352,131352.1k $29.0m $29.0m 0.42% Reduced -58.7k -58,679
46 SAX WEALTH ADVISORS, LLC 1.08% of their portfolio PARSIPPANY, NJ 351,683351.7k $26.6m $26.6m 1.08% Added +28.3k +28,273
47 Kendall Capital Management 4.81% of their portfolio ROCKVILLE, MD 349,767349.8k $28.9m $28.9m 4.81% Added +15.0k +15,026
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 348,086348.1k $28.7m $28.7m 0.00% Added +51.4k +51,350
49 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 333,887333.9k $27.5m $27.5m 0.01% Added +41.0k +40,998
50 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 327,267327.3k $27.0m $27.0m 0.05% Added +24.0k +24,001
51 Elk River Wealth Management LLC 4.24% of their portfolio DENVER, CO 322,334322.3k $26.6m $26.6m 4.24% Reduced -49.4k -49,393
52 SOUTHERN FARM BUREAU LIFE INSURANCE 2.54% of their portfolio JACKSON, MS 322,180322.2k $26.6m $26.6m 2.54% Unchanged
53 Bluespring Wealth Management, LLC 0.49% of their portfolio AUSTIN, TX 309,337309.3k $25.5m $25.5m 0.49% New
54 Choice Wealth Advisors LLC 8.85% of their portfolio WATERVILLE, ME 305,647305.6k $25.2m $25.2m 8.85% Added +2.9k +2,883
55 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 299,789299.8k $24.7m $24.7m 0.12% Reduced -33.0k -33,022
56 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 294,898294.9k $24.3m $24.3m 0.04% Reduced -797 -797
57 Tradition Wealth Management, LLC 1.47% of their portfolio EDINA, MN 290,502290.5k $24.0m $24.0m 1.47% Added +13.5k +13,496
58 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 287,036287.0k $23.7m $23.7m 0.00% Unchanged
59 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 277,196277.2k $22.9m $22.9m 0.00% Reduced -30.2k -30,199
60 Badgley Phelps Wealth Managers, LLC 0.38% of their portfolio SEATTLE, WA 261,833261.8k $21.6m $21.6m 0.38% Added +4.7k +4,748
61 EP Wealth Advisors, LLC 0.08% of their portfolio TORRANCE, CA 255,786255.8k $21.1m $21.1m 0.08% Reduced -4.6k -4,600
62 Family Investment Center, Inc. 3.43% of their portfolio Saint Joseph, MO 250,069250.1k $20.6m $20.6m 3.43% Reduced -24.4k -24,406
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 243,818243.8k $20.1m $20.1m 0.00% Added +7.5k +7,457
64 Mascoma Wealth Management LLC 3.47% of their portfolio HANOVER, NH 226,552226.6k $18.7m $18.7m 3.47% Added +12.6k +12,573
65 Navigation Group, LLC 3.58% of their portfolio REDWOOD CITY, CA 222,982223.0k $18.4m $18.4m 3.58% Added +2.6k +2,594
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 204,717204.7k $16.9m $16.9m 0.01% Added +195.3k +195,344
67 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 204,582204.6k $16.9m $16.9m 0.01% Reduced -134.4k -134,400
68 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 191,388191.4k $15.6m $15.6m 0.09% Added +795 +795
69 UNIQUE WEALTH, LLC 1.81% of their portfolio TAMPA, FL 188,631188.6k $15.6m $15.6m 1.81% Added +45.7k +45,749
70 Bryant Woods Investment Advisors, LLC 3.77% of their portfolio GETZVILLE, NY 164,127164.1k $13.5m $13.5m 3.77% Added +13.3k +13,304
71 PARK AVENUE SECURITIES LLC 0.08% of their portfolio NEW YORK, NY 160,539160.5k $13.2m $13.2m 0.08% Reduced -13.9k -13,943
72 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.75% of their portfolio Chadds Ford, PA 156,154156.2k $12.9m $12.9m 1.75% Added +9.3k +9,337
73 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 151,733151.7k $12.5m $12.5m 0.00% Reduced -16.9k -16,876
74 ForthRight Wealth Management, LLC 2.95% of their portfolio ALPHARETTA, GA 139,694139.7k $11.5m $11.5m 2.95% Added +18.1k +18,081
75 GREENWOOD CAPITAL ASSOCIATES LLC 1.13% of their portfolio GREENWOOD, SC 139,052139.1k $11.5m $11.5m 1.13% Added +8.6k +8,635
76 Fulton Bank, N.A. 0.35% of their portfolio Lancaster, PA 137,763137.8k $11.4m $11.4m 0.35% Added +54.3k +54,270
77 Galvin, Gaustad & Stein, LLC 0.83% of their portfolio Scottsdale, AZ 136,116136.1k $11.2m $11.2m 0.83% Added +8.1k +8,069
78 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 135,563135.6k $11.2m $11.2m 0.05% Added +117.0k +116,976
79 Providence Financial Advisors, LLC 6.18% of their portfolio Overland Park, KS 131,791131.8k $10.9m $10.9m 6.18% Added +11.6k +11,629
80 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 130,066130.1k $10.7m $10.7m 0.17% Added +9.0k +9,049
81 SIMA Wealth Partners, LLC 7.47% of their portfolio NORTH CHESTERFIELD, VA 127,757127.8k $10.5m $10.5m 7.47% Reduced -2.3k -2,302
82 MN Wealth Advisors, LLC 4.32% of their portfolio OVERLAND PARK, KS 123,012123.0k $10.1m $10.1m 4.32% Added +10.6k +10,574
83 KINTRA WEALTH, LLC 0.52% of their portfolio WILLIAMSPORT, PA 116,543116.5k $10.0m $10.0m 0.52% New
84 First National Bank of Mount Dora, Trust Investment Services 1.92% of their portfolio MOUNT DORA, FL 116,071116.1k $9.6m $9.6m 1.92% Added +5.4k +5,366
85 Wagner Wealth Management, LLC 1.74% of their portfolio GREENVILLE, SC 114,165114.2k $9.4m $9.4m 1.74% Added +1.6k +1,647
86 ARQ WEALTH ADVISORS, LLC 1.10% of their portfolio SCOTTSDALE, AZ 107,579107.6k $8.9m $8.9m 1.10% Added +43.0k +43,022
87 Base Wealth Management LLC 3.89% of their portfolio LAKEWOOD RANCH, FL 101,496101.5k $8.4m $8.4m 3.89% Added +4.7k +4,724
88 Etesian Wealth Advisors, Inc. 2.45% of their portfolio West Linn, OR 100,509100.5k $8.3m $8.3m 2.45% Added +541 +541
89 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 94,22194.2k $7.8m $7.8m 0.01% Added +9.7k +9,704
90 Investors Portfolio Services LLC 5.84% of their portfolio PUYALLUP, WA 92,64792.6k $7.6m $7.6m 5.84% Added +13.9k +13,925
91 Centerline Wealth Advisors, LLC 2.34% of their portfolio LOUISVILLE, KY 90,67290.7k $7.5m $7.5m 2.34% Added +1.9k +1,905
92 AXXCESS WEALTH MANAGEMENT, LLC 0.11% of their portfolio CARLSBAD, CA 83,41083.4k $6.9m $6.9m 0.11% Added +12.5k +12,463
93 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 83,27283.3k $6.9m $6.9m 0.00% New
94 Kaizen Financial Strategies 2.64% of their portfolio CAMPBELL, CA 81,88581.9k $6.7m $6.7m 2.64% Reduced -6.3k -6,275
95 MAGNOLIA CAPITAL ADVISORS LLC 1.12% of their portfolio RIDGELAND, MS 79,23579.2k $6.5m $6.5m 1.12% Added +7.0k +6,951
96 Merited Wealth, LLC 4.60% of their portfolio NORTH BAY VILLAGE, FL 78,83678.8k $6.5m $6.5m 4.60% Added +42.1k +42,127
97 OpenArc Corporate Advisory, LLC 0.08% of their portfolio ATLANTA, GA 76,80276.8k $6.3m $6.3m 0.08% Added +18.3k +18,319
98 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 76,37076.4k $6.3m $6.3m 0.01% Reduced -4.0k -3,989
99 Ascent Group, LLC 0.19% of their portfolio VIRGINIA BEACH, VA 75,73375.7k $6.2m $6.2m 0.19% Reduced -3.8k -3,757
100 SACKS & ASSOCIATES, LLC 4.08% of their portfolio WARREN, NJ 72,49472.5k $6.1m $6.1m 4.08% Added +859 +859