Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

447 institutional holders +31 vs Q4 2025
113,202,170113.2m shares reported held*
$5.2bnreported value*
67 new 263 added 86 reduced 29 sold out net bought ≈ $1.1bn (+24.4m 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 ($12.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.07.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 37Q4 22: 67Q1 23: 85Q2 23: 110Q3 23: 134Q4 23: 167Q1 24: 179Q2 24: 200Q3 24: 231Q4 24: 272Q1 25: 299Q2 25: 340Q3 25: 357Q4 25: 416Q1 26: 447447Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202237
Q4 202267
Q1 202385
Q2 2023110
Q3 2023134
Q4 2023167
Q1 2024179
Q2 2024200
Q3 2024231
Q4 2024272
Q1 2025299
Q2 2025340
Q3 2025357
Q4 2025416
Q1 2026447

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 131 bought or addedQ2 24: 59 cut or sold outQ3 24: 159 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 170 bought or addedQ4 24: 66 cut or sold outQ1 25: 216 bought or addedQ1 25: 78 cut or sold outQ1 25Q2 25: 233 bought or addedQ2 25: 96 cut or sold outQ3 25: 268 bought or addedQ3 25: 83 cut or sold outQ3 25Q4 25: 285 bought or addedQ4 25: 98 cut or sold outQ1 26: 330 bought or addedQ1 26: 115 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202413159
Q3 202415948
Q4 202417066
Q1 202521678
Q2 202523396
Q3 202526883
Q4 202528598
Q1 2026330115

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC New +8,679,689+8.7m
Savant Capital, LLC Added +2,898,914+2.9m
WELLS FARGO & COMPANY/MN Added +2,023,188+2.0m
Arkadios Wealth Advisors Added +903,176+903.2k
Sequoia Financial Advisors, LLC Added +791,361+791.4k
Resonant Capital Advisors, LLC New +542,367+542.4k
True North Advisors, LLC New +519,605+519.6k
BANK OF AMERICA CORP /DE/ Added +513,347+513.3k
Apollon Wealth Management, LLC Added +408,285+408.3k
Integrated Wealth Concepts LLC New +358,756+358.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,032,871-1.0m
Vigilare Wealth Management Reduced -365,325-365.3k
Rockefeller Capital Management L.P. Reduced -246,882-246.9k
RENAISSANCE TECHNOLOGIES LLC Sold out -206,988-207.0k
Envestnet Portfolio Solutions, Inc. Reduced -161,945-161.9k
Vestmark Advisory Solutions, Inc. Reduced -112,182-112.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -99,369-99.4k
Farther Finance Advisors, LLC Reduced -95,103-95.1k
VICUS CAPITAL Sold out -76,295-76.3k
Janney Montgomery Scott LLC Reduced -74,786-74.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio SAN FRANCISCO, CA 8,679,6898.7m $399.9m $399.9m 0.06% New
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,134,3117.1m $328.7m $328.7m 0.02% Added +344.3k +344,287
3 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 6,698,4526.7m $307.7m $307.7m 0.02% Reduced -1.0m -1,032,871
4 Savant Capital, LLC 1.43% of their portfolio ROCKFORD, IL 6,431,3946.4m $296.3m $296.3m 1.43% Added +2.9m +2,898,914
5 Sequoia Financial Advisors, LLC 1.65% of their portfolio Akron, OH 6,383,5246.4m $294.1m $294.1m 1.65% Added +791.4k +791,361
6 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 5,782,3055.8m $266.4m $266.4m 0.05% Added +2.0m +2,023,188
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,616,6853.6m $166.6m $166.6m 0.01% Added +513.3k +513,347
8 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,602,8552.6m $119.9m $119.9m 0.03% Added +61.4k +61,379
9 Waverly Advisors, LLC 0.86% of their portfolio BIRMINGHAM, AL 2,491,5342.5m $114.8m $114.8m 0.86% Added +215.3k +215,345
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,287,9272.3m $105.4m $105.4m 0.02% Added +123.3k +123,329
11 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,735,6521.7m $80.0m $80.0m 0.02% Added +266.5k +266,528
12 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 1,643,8211.6m $75.7m $75.7m 0.11% Added +163.5k +163,464
13 Southern Financial Group, LLC 17.37% of their portfolio BIRMINGHAM, AL 1,349,2531.3m $62.2m $62.2m 17.37% Added +41.5k +41,516
14 Arkadios Wealth Advisors 0.92% of their portfolio ATLANTA, GA 1,203,0361.2m $55.4m $55.4m 0.92% Added +903.2k +903,176
15 CARY STREET PARTNERS FINANCIAL LLC 1.29% of their portfolio RICHMOND, VA 1,127,7241.1m $52.0m $52.0m 1.29% Added +64.2k +64,239
16 Syntegra Private Wealth Group, LLC 4.83% of their portfolio Chesterfield, MO 1,103,8191.1m $50.9m $50.9m 4.83% Added +21.8k +21,838
17 Williams Financial, LLC 28.19% of their portfolio NORTH BENNINGTON, VT 1,051,0671.1m $48.4m $48.4m 28.19% Reduced -2.6k -2,635
18 Janney Montgomery Scott LLC 0.12% of their portfolio PHILADELPHIA, PA 1,034,2591.0m $47.6m $47.6m 0.12% Reduced -74.8k -74,786
19 Hilton Capital Management, LLC 3.37% of their portfolio Garden City, NY 969,267969.3k $44.7m $44.7m 3.37% Added +41.6k +41,605
20 D'Orazio & Associates, Inc. 5.65% of their portfolio VIENNA, VA 946,406946.4k $43.6m $43.6m 5.65% Added +12.8k +12,777
21 Wagner Wealth Management, LLC 8.42% of their portfolio GREENVILLE, SC 905,261905.3k $41.7m $41.7m 8.42% Added +31.2k +31,186
22 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 885,099885.1k $40.8m $40.8m 0.07% Reduced -246.9k -246,882
23 Enclave Advisors LLC 5.77% of their portfolio AUSTIN, TX 878,087878.1k $40.5m $40.5m 5.77% Reduced -59.3k -59,292
24 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 809,994810.0k $37.3m $37.3m 0.05% Reduced -25.8k -25,823
25 Diversified Enterprises, LLC 2.00% of their portfolio Wilmington, DE 793,208793.2k $36.5m $36.5m 2.00% Added +33.4k +33,443
26 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 733,690733.7k $33.8m $33.8m 0.04% Added +182.3k +182,265
27 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 721,310721.3k $33.2m $33.2m 0.01% Added +68.7k +68,651
28 Cornerstone Advisory, LLC 3.01% of their portfolio HUNT VALLEY, MD 688,590688.6k $31.7m $31.7m 3.01% Added +55.7k +55,746
29 Capital Advisors Wealth Management, LLC 4.06% of their portfolio YAKIMA, WA 656,955657.0k $30.3m $30.3m 4.06% Added +8.2k +8,225
30 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 637,188637.2k $29.4m $29.4m 0.04% Added +60.4k +60,408
31 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.73% of their portfolio ALAMO, CA 601,468601.5k $27.7m $27.7m 2.73% Added +80.6k +80,635
32 Wealthcare Advisory Partners LLC 0.53% of their portfolio WEST CHESTER, PA 595,211595.2k $27.4m $27.4m 0.53% Added +62.4k +62,426
33 Lineweaver Wealth Advisors, LLC 3.63% of their portfolio VALLEY VIEW, OH 584,811584.8k $26.9m $26.9m 3.63% Added +34.6k +34,637
34 KINTRA WEALTH, LLC 1.88% of their portfolio WILLIAMSPORT, PA 577,197577.2k $26.6m $26.6m 1.88% Added +216.9k +216,928
35 Scott Capital Advisors, LLC 5.34% of their portfolio PORTLAND, OR 572,035572.0k $26.4m $26.4m 5.34% Added +17.6k +17,583
36 NewEdge Wealth, LLC 0.31% of their portfolio STAMFORD, CT 567,053567.1k $26.1m $26.1m 0.31% Added +32.6k +32,638
37 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 555,971556.0k $25.6m $25.6m 0.02% Added +18.7k +18,712
38 Confluence Wealth Services, Inc. 0.99% of their portfolio MCMURRAY, PA 555,847555.8k $25.6m $25.6m 0.99% Added +97.8k +97,788
39 D.A. DAVIDSON & CO. 0.15% of their portfolio GREAT FALLS, MT 551,927551.9k $25.4m $25.4m 0.15% Added +41.5k +41,504
40 Armor Investment Advisors, LLC 9.02% of their portfolio RALEIGH, NC 543,115543.1k $25.0m $25.0m 9.02% Added +194.2k +194,198
41 Resonant Capital Advisors, LLC 1.31% of their portfolio Madison, WI 542,367542.4k $25.0m $25.0m 1.31% New
42 Planned Solutions, Inc. 8.11% of their portfolio FOLSOM, CA 533,069533.1k $24.6m $24.6m 8.11% Added +13.6k +13,568
43 Longview Financial Advisors LLC 13.02% of their portfolio SAN RAFAEL, CA 520,045520.0k $24.0m $24.0m 13.02% Added +8.6k +8,579
44 True North Advisors, LLC 2.73% of their portfolio Dallas, TX 519,605519.6k $23.9m $23.9m 2.73% New
45 TPG Financial Advisors, LLC 7.78% of their portfolio PORTLAND, OR 519,386519.4k $23.9m $23.9m 7.78% Added +21.6k +21,552
46 Visionary Wealth Advisors 1.03% of their portfolio O'FALLON, IL 507,149507.1k $23.4m $23.4m 1.03% Reduced -54.4k -54,364
47 NavPoint Financial, Inc. 9.29% of their portfolio Prior Lake, MN 498,900498.9k $23.0m $23.0m 9.29% Added +38.1k +38,124
48 GREAT VALLEY ADVISOR GROUP, INC. 0.40% of their portfolio WILMINGTON, DE 482,437482.4k $22.2m $22.2m 0.40% Added +27.7k +27,663
49 Schneider Downs Wealth Management Advisors, LP 2.40% of their portfolio Pittsburgh, PA 473,032473.0k $21.8m $21.8m 2.40% Added +61.4k +61,420
50 ELEMENT POINTE ADVISORS, LLC 4.11% of their portfolio MIAMI, FL 472,900472.9k $21.8m $21.8m 4.11% Added +9.7k +9,699
51 Certified Advisory Corp 1.95% of their portfolio ALTAMONTE SPRINGS, FL 472,470472.5k $21.8m $21.8m 1.95% Added +37.8k +37,831
52 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 462,969463.0k $21.3m $21.3m 0.05% Added +192.4k +192,367
53 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6.08% of their portfolio HUNTINGDON VALLEY, PA 461,397461.4k $21.3m $21.3m 6.08% Added +8.3k +8,297
54 Legacy Edge Advisors, LLC 2.15% of their portfolio SYOSSET, NY 444,395444.4k $20.5m $20.5m 2.15% Added +210.8k +210,771
55 Echo Wealth Management, LLC 11.71% of their portfolio PLYMOUTH, MN 441,628441.6k $20.3m $20.3m 11.71% Added +23.9k +23,924
56 One Capital Management, LLC 0.55% of their portfolio WESTLAKE VILLAGE, CA 435,070435.1k $20.0m $20.0m 0.55% Added +43.0k +42,962
57 Vestmark Advisory Solutions, Inc. 0.22% of their portfolio Wakefield, MA 433,885433.9k $20.0m $20.0m 0.22% Reduced -112.2k -112,182
58 Private Advisor Group, LLC 0.09% of their portfolio MORRISTOWN, NJ 430,196430.2k $19.8m $19.8m 0.09% Added +49.0k +48,983
59 Apollon Wealth Management, LLC 0.31% of their portfolio MOUNT PLEASANT, SC 415,690415.7k $19.2m $19.2m 0.31% Added +408.3k +408,285
60 HBW ADVISORY SERVICES LLC 1.99% of their portfolio SIMI VALLEY, CA 410,617410.6k $18.9m $18.9m 1.99% Added +240.7k +240,664
61 NORTHLAND SECURITIES, INC. 17.86% of their portfolio MINNEAPOLIS, MN 407,339407.3k $18.8m $18.8m 17.86% Reduced -8.7k -8,668
62 Peterson Wealth Advisors, LLC 2.49% of their portfolio Orem, UT 406,200406.2k $18.7m $18.7m 2.49% Added +15.6k +15,582
63 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 404,369404.4k $18.5m $18.5m 0.01% Added +148.4k +148,365
64 Horizon Investments, LLC 0.19% of their portfolio Charlotte, NC 375,016375.0k $17.1m $17.1m 0.19% Added +202.3k +202,313
65 ELEVATION POINT WEALTH PARTNERS, LLC 0.40% of their portfolio DENVER, CO 365,184365.2k $16.8m $16.8m 0.40% Added +357.7k +357,690
66 Integrated Wealth Concepts LLC 0.13% of their portfolio WALTHAM, MA 358,756358.8k $16.5m $16.5m 0.13% New
67 Pearl Planning LLC 8.82% of their portfolio DEXTER, MI 358,146358.1k $16.5m $16.5m 8.82% New
68 Magnus Financial Group LLC 1.34% of their portfolio NEW YORK, NY 358,045358.0k $16.5m $16.5m 1.34% Added +22.6k +22,579
69 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 353,899353.9k $16.3m $16.3m 0.02% Added +334.9k +334,947
70 Greenwich Wealth Management LLC 0.65% of their portfolio GREENWICH, CT 346,190346.2k $15.9m $15.9m 0.65% Reduced -3.2k -3,205
71 Tradition Wealth Management, LLC 1.07% of their portfolio EDINA, MN 326,486326.5k $15.0m $15.0m 1.07% Added +31.2k +31,175
72 Merit Financial Group, LLC 0.11% of their portfolio ALPHARETTA, GA 325,982326.0k $15.0m $15.0m 0.11% Added +14.4k +14,440
73 Geneos Wealth Management Inc. 0.35% of their portfolio ENGLEWOOD, CO 324,347324.3k $14.9m $14.9m 0.35% Reduced -13.3k -13,260
74 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 313,650313.6k $14.4m $14.4m 0.05% Added +195.3k +195,290
75 Bernardo Wealth Planning LLC 2.78% of their portfolio HARLEYSVILLE, PA 308,578308.6k $14.2m $14.2m 2.78% Added +12.1k +12,087
76 SMITH, MOORE & CO. 1.03% of their portfolio CLAYTON, MO 307,497307.5k $14.2m $14.2m 1.03% Added +7.8k +7,841
77 Clear Trail Advisors, LLC 2.28% of their portfolio HOUSTON, TX 297,772297.8k $13.7m $13.7m 2.28% New
78 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 295,831295.8k $13.6m $13.6m 0.11% Added +271.5k +271,484
79 FMA Wealth Management, LLC 8.44% of their portfolio DUXBURY, MA 275,341275.3k $12.7m $12.7m 8.44% Added +2.8k +2,756
80 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 266,874266.9k $12.3m $12.3m 0.04% Added +54.4k +54,424
81 Farther Finance Advisors, LLC 0.11% of their portfolio SAN FRANCISCO, CA 263,966264.0k $12.1m $12.1m 0.11% Reduced -95.1k -95,103
82 Pinion Investment Advisors, LLC 2.83% of their portfolio WICHITA, KS 263,252263.3k $12.1m $12.1m 2.83% Added +116.8k +116,771
83 HARBOR ADVISORY CORP /MA/ 3.64% of their portfolio PORTSMOUTH, NH 262,618262.6k $12.1m $12.1m 3.64% New
84 American Financial Advisors, LLC 1.61% of their portfolio Marietta, GA 261,282261.3k $12.0m $12.0m 1.61% Added +1.1k +1,115
85 Perigon Wealth Management, LLC 0.22% of their portfolio SAN FRANCISCO, CA 259,155259.2k $11.9m $11.9m 0.22% Added +15.8k +15,829
86 Krilogy Financial LLC 0.38% of their portfolio ST. LOUIS, MO 257,446257.4k $11.9m $11.9m 0.38% Added +12.6k +12,601
87 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 250,805250.8k $11.6m $11.6m 0.01% Added +55.6k +55,643
88 FAGAN ASSOCIATES, INC. 1.58% of their portfolio TROY, NY 246,240246.2k $11.3m $11.3m 1.58% Added +238.5k +238,465
89 Bridgewealth Advisory Group, LLC 2.35% of their portfolio Fresno, CA 245,878245.9k $11.3m $11.3m 2.35% Added +30.4k +30,440
90 CHOREO, LLC 0.14% of their portfolio ROCKFORD, IL 241,843241.8k $11.1m $11.1m 0.14% Added +76.9k +76,855
91 O'ROURKE & COMPANY, Inc 4.41% of their portfolio BOSTON, MA 241,622241.6k $11.1m $11.1m 4.41% Added +47.5k +47,488
92 Waterloo Capital, L.P. 0.78% of their portfolio AUSTIN, TX 239,785239.8k $11.0m $11.0m 0.78% Added +54.6k +54,618
93 Richard W. Paul & Associates, LLC 3.64% of their portfolio NOVI, MI 234,753234.8k $10.8m $10.8m 3.64% Added +9.4k +9,400
94 PLANNING DIRECTIONS INC 5.36% of their portfolio GLEN MILLS, PA 229,934229.9k $10.6m $10.6m 5.36% New
95 WINEBRENNER CAPITAL MANAGEMENT LLC 6.53% of their portfolio LOUISVILLE, KY 220,793220.8k $10.2m $10.2m 6.53% Added +56.1k +56,140
96 Andrews Advisory Associates, LLC 5.34% of their portfolio HONOLULU, HI 219,949219.9k $10.1m $10.1m 5.34% Added +41.4k +41,375
97 Financial Futures Ltd Liability Co. 4.27% of their portfolio BRIELLE, NJ 211,128211.1k $9.7m $9.7m 4.27% Added +18.1k +18,052
98 Penney Financial, LLC 3.69% of their portfolio HOUSTON, TX 208,599208.6k $9.6m $9.6m 3.69% Added +7.3k +7,283
99 Royal Harbor Partners, LLC 3.20% of their portfolio HOUSTON, TX 205,000205.0k $9.4m $9.4m 3.20% Added +11.9k +11,862
100 S Harris Financial Group, LLC 8.50% of their portfolio SAN ANTONIO, TX 202,352202.4k $9.3m $9.3m 8.50% Added +10.0k +10,016