Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

477 institutional holders +30 vs Q1 2026
128,442,735128.4m shares reported held*
$5.9bnreported value*
60 new 260 added 109 reduced 27 sold out net bought ≈ $708.9m (+15.4m 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 ($16.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.08.

Trends to Q2 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: 447Q2 26: 477477Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026477

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 159 bought or addedQ3 24: 48 cut or sold outQ4 24: 170 bought or addedQ4 24: 66 cut or sold outQ4 24Q1 25: 216 bought or addedQ1 25: 78 cut or sold outQ2 25: 233 bought or addedQ2 25: 96 cut or sold outQ2 25Q3 25: 268 bought or addedQ3 25: 83 cut or sold outQ4 25: 285 bought or addedQ4 25: 98 cut or sold outQ4 25Q1 26: 330 bought or addedQ1 26: 115 cut or sold outQ2 26: 320 bought or addedQ2 26: 136 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202415948
Q4 202417066
Q1 202521678
Q2 202523396
Q3 202526883
Q4 202528598
Q1 2026330115
Q2 2026320136

Biggest buyers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +4,700,305+4.7m
JPMORGAN CHASE & CO Added +1,574,220+1.6m
LPL Financial LLC Added +1,350,568+1.4m
Sequoia Financial Advisors, LLC Added +747,797+747.8k
Syntegra Private Wealth Group, LLC Added +558,206+558.2k
BANK OF AMERICA CORP /DE/ Added +515,522+515.5k
WELLS FARGO & COMPANY/MN Added +502,996+503.0k
MEANS INVESTMENT CO., INC. New +501,929+501.9k
JANE STREET GROUP, LLC New +450,787+450.8k
RAYMOND JAMES FINANCIAL INC Added +277,905+277.9k

Biggest sellers

Arkadios Wealth Advisors Reduced -900,998-901.0k
ROYAL BANK OF CANADA Reduced -393,644-393.6k
Private Advisor Group, LLC Reduced -362,432-362.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -239,236-239.2k
Savant Capital, LLC Reduced -215,610-215.6k
OLD MISSION CAPITAL LLC Sold out -197,058-197.1k
Horizon Investments, LLC Reduced -169,603-169.6k
VanWeelden Wealth Management, LLC Sold out -153,545-153.5k
CHOREO, LLC Reduced -122,569-122.6k
Sovran Advisors, LLC Reduced -95,642-95.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio SAN FRANCISCO, CA 13,379,99413.4m $616.1m $616.1m 0.08% Added +4.7m +4,700,305
2 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 8,272,6728.3m $381.4m $381.4m 0.02% Added +1.6m +1,574,220
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,308,6597.3m $336.6m $336.6m 0.02% Added +174.3k +174,348
4 Sequoia Financial Advisors, LLC 1.64% of their portfolio Akron, OH 7,131,3217.1m $328.4m $328.4m 1.64% Added +747.8k +747,797
5 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 6,285,3016.3m $289.4m $289.4m 0.05% Added +503.0k +502,996
6 Savant Capital, LLC 0.84% of their portfolio ROCKFORD, IL 6,215,7846.2m $286.2m $286.2m 0.84% Reduced -215.6k -215,610
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,132,2074.1m $190.3m $190.3m 0.01% Added +515.5k +515,522
8 Waverly Advisors, LLC 0.71% of their portfolio BIRMINGHAM, AL 2,667,8082.7m $122.9m $122.9m 0.71% Added +176.3k +176,274
9 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,634,8362.6m $121.3m $121.3m 0.03% Added +32.0k +31,981
10 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 2,071,8782.1m $95.4m $95.4m 0.02% Added +1.4m +1,350,568
11 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,013,5572.0m $92.7m $92.7m 0.03% Added +277.9k +277,905
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,894,2831.9m $87.2m $87.2m 0.01% Reduced -393.6k -393,644
13 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,726,0541.7m $79.5m $79.5m 0.09% Added +82.2k +82,233
14 Syntegra Private Wealth Group, LLC 5.93% of their portfolio Chesterfield, MO 1,662,0251.7m $76.5m $76.5m 5.93% Added +558.2k +558,206
15 Southern Financial Group, LLC 16.58% of their portfolio BIRMINGHAM, AL 1,410,4541.4m $65.0m $65.0m 16.58% Added +61.2k +61,201
16 CARY STREET PARTNERS FINANCIAL LLC 1.23% of their portfolio RICHMOND, VA 1,225,0721.2m $56.4m $56.4m 1.23% Added +97.3k +97,348
17 Hilton Capital Management, LLC 3.71% of their portfolio Garden City, NY 1,183,7951.2m $54.5m $54.5m 3.71% Added +214.5k +214,528
18 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 1,133,1121.1m $52.2m $52.2m 0.10% Added +98.9k +98,853
19 Williams Financial, LLC 26.66% of their portfolio NORTH BENNINGTON, VT 1,120,3051.1m $51.6m $51.6m 26.66% Added +69.2k +69,238
20 Wagner Wealth Management, LLC 8.81% of their portfolio GREENVILLE, SC 1,034,5741.0m $47.6m $47.6m 8.81% Added +129.3k +129,313
21 D'Orazio & Associates, Inc. 5.28% of their portfolio VIENNA, VA 991,357991.4k $45.7m $45.7m 5.28% Added +45.0k +44,951
22 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 966,943966.9k $44.5m $44.5m 0.07% Added +81.8k +81,844
23 Enclave Advisors LLC 5.76% of their portfolio AUSTIN, TX 960,511960.5k $44.2m $44.2m 5.76% Added +82.4k +82,424
24 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 879,721879.7k $40.5m $40.5m 0.05% Added +69.7k +69,727
25 KINTRA WEALTH, LLC 2.04% of their portfolio WILLIAMSPORT, PA 848,974849.0k $39.0m $39.0m 2.04% Added +271.8k +271,777
26 Cornerstone Advisory, LLC 3.17% of their portfolio HUNT VALLEY, MD 829,529829.5k $38.2m $38.2m 3.17% Added +140.9k +140,939
27 Diversified Enterprises, LLC 1.83% of their portfolio Wilmington, DE 822,163822.2k $37.9m $37.9m 1.83% Added +29.0k +28,955
28 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 810,798810.8k $37.3m $37.3m 0.03% Added +77.1k +77,108
29 Confluence Wealth Services, Inc. 0.98% of their portfolio MCMURRAY, PA 740,802740.8k $34.1m $34.1m 0.98% Added +185.0k +184,955
30 Capital Advisors Wealth Management, LLC 3.86% of their portfolio YAKIMA, WA 712,743712.7k $32.8m $32.8m 3.86% Added +55.8k +55,788
31 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 688,506688.5k $31.7m $31.7m 0.04% Added +225.5k +225,537
32 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.56% of their portfolio ALAMO, CA 642,277642.3k $29.6m $29.6m 2.56% Added +40.8k +40,809
33 Legacy Edge Advisors, LLC 2.70% of their portfolio SYOSSET, NY 637,747637.7k $29.4m $29.4m 2.70% Added +193.4k +193,352
34 Wealthcare Advisory Partners LLC 0.55% of their portfolio WEST CHESTER, PA 630,709630.7k $29.0m $29.0m 0.55% Added +35.5k +35,498
35 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 610,186610.2k $28.1m $28.1m 0.01% Added +205.8k +205,817
36 Scott Capital Advisors, LLC 4.31% of their portfolio PORTLAND, OR 597,811597.8k $27.5m $27.5m 4.31% Added +25.8k +25,776
37 Armor Investment Advisors, LLC 8.71% of their portfolio RALEIGH, NC 589,846589.8k $27.2m $27.2m 8.71% Added +46.7k +46,731
38 D.A. DAVIDSON & CO. 0.15% of their portfolio GREAT FALLS, MT 582,072582.1k $26.8m $26.8m 0.15% Added +30.1k +30,145
39 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 574,844574.8k $26.5m $26.5m 0.02% Added +18.9k +18,873
40 Longview Financial Advisors LLC 13.01% of their portfolio SAN RAFAEL, CA 571,553571.6k $26.3m $26.3m 13.01% Added +51.5k +51,508
41 Resonant Capital Advisors, LLC 1.24% of their portfolio Madison, WI 562,989563.0k $25.9m $25.9m 1.24% Added +20.6k +20,622
42 GREAT VALLEY ADVISOR GROUP, INC. 0.40% of their portfolio WILMINGTON, DE 549,852549.9k $25.3m $25.3m 0.40% Added +67.4k +67,415
43 Planned Solutions, Inc. 7.21% of their portfolio FOLSOM, CA 544,008544.0k $25.1m $25.1m 7.21% Added +10.9k +10,939
44 Lineweaver Wealth Advisors, LLC 2.94% of their portfolio VALLEY VIEW, OH 537,386537.4k $24.7m $24.7m 2.94% Reduced -47.4k -47,425
45 Schneider Downs Wealth Management Advisors, LP 2.31% of their portfolio Pittsburgh, PA 533,150533.1k $24.6m $24.6m 2.31% Added +60.1k +60,118
46 TPG Financial Advisors, LLC 7.24% of their portfolio PORTLAND, OR 526,755526.8k $24.3m $24.3m 7.24% Added +7.4k +7,369
47 NavPoint Financial, Inc. 8.86% of their portfolio Prior Lake, MN 519,341519.3k $23.9m $23.9m 8.86% Added +20.4k +20,441
48 Certified Advisory Corp 1.92% of their portfolio ALTAMONTE SPRINGS, FL 517,962518.0k $23.9m $23.9m 1.92% Added +45.5k +45,492
49 Visionary Wealth Advisors 0.92% of their portfolio O'FALLON, IL 503,272503.3k $23.2m $23.2m 0.92% Reduced -3.9k -3,877
50 MEANS INVESTMENT CO., INC. 1.75% of their portfolio BANGOR, ME 501,929501.9k $23.1m $23.1m 1.75% New
51 Apollon Wealth Management, LLC 0.28% of their portfolio MOUNT PLEASANT, SC 498,556498.6k $23.0m $23.0m 0.28% Added +82.9k +82,866
52 NewEdge Wealth, LLC 0.23% of their portfolio STAMFORD, CT 495,830495.8k $22.8m $22.8m 0.23% Reduced -71.2k -71,223
53 True North Advisors, LLC 2.15% of their portfolio Dallas, TX 488,499488.5k $22.5m $22.5m 2.15% Reduced -31.1k -31,106
54 ELEMENT POINTE ADVISORS, LLC 3.60% of their portfolio MIAMI, FL 485,022485.0k $22.3m $22.3m 3.60% Added +12.1k +12,122
55 Echo Wealth Management, LLC 10.96% of their portfolio PLYMOUTH, MN 466,277466.3k $21.5m $21.5m 10.96% Added +24.6k +24,649
56 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5.44% of their portfolio HUNTINGDON VALLEY, PA 466,095466.1k $21.5m $21.5m 5.44% Added +4.7k +4,698
57 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 451,814451.8k $20.8m $20.8m 0.20% Added +17.9k +17,929
58 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 450,787450.8k $20.8m $20.8m 0.01% New
59 Perigon Wealth Management, LLC 0.33% of their portfolio SAN FRANCISCO, CA 447,195447.2k $20.6m $20.6m 0.33% Added +188.0k +188,040
60 One Capital Management, LLC 0.56% of their portfolio WESTLAKE VILLAGE, CA 435,070435.1k $20.0m $20.0m 0.56% Unchanged
61 Peterson Wealth Advisors, LLC 2.26% of their portfolio Orem, UT 414,634414.6k $19.1m $19.1m 2.26% Added +8.4k +8,434
62 HBW ADVISORY SERVICES LLC 1.70% of their portfolio SIMI VALLEY, CA 408,821408.8k $18.8m $18.8m 1.70% Reduced -1.8k -1,796
63 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 401,901401.9k $18.5m $18.5m 0.02% Added +48.0k +48,002
64 Greenwich Wealth Management LLC 0.67% of their portfolio GREENWICH, CT 398,349398.3k $18.3m $18.3m 0.67% Added +52.2k +52,159
65 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 397,952398.0k $18.3m $18.3m 0.02% Reduced -239.2k -239,236
66 NORTHLAND SECURITIES, INC. 10.65% of their portfolio MINNEAPOLIS, MN 397,103397.1k $18.3m $18.3m 10.65% Reduced -10.2k -10,236
67 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 392,373392.4k $18.1m $18.1m 0.06% Added +78.7k +78,723
68 Pearl Planning LLC 8.29% of their portfolio DEXTER, MI 391,356391.4k $18.0m $18.0m 8.29% Added +33.2k +33,210
69 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 379,655379.7k $17.5m $17.5m 0.09% Added +20.9k +20,899
70 Magnus Financial Group LLC 1.22% of their portfolio NEW YORK, NY 372,965373.0k $17.2m $17.2m 1.22% Added +14.9k +14,920
71 Bernardo Wealth Planning LLC 2.93% of their portfolio HARLEYSVILLE, PA 371,857371.9k $17.1m $17.1m 2.93% Added +63.3k +63,279
72 ELEVATION POINT WEALTH PARTNERS, LLC 0.32% of their portfolio DENVER, CO 369,273369.3k $17.0m $17.0m 0.32% Added +4.1k +4,089
73 Tradition Wealth Management, LLC 1.00% of their portfolio EDINA, MN 355,491355.5k $16.4m $16.4m 1.00% Added +29.0k +29,005
74 Pinion Investment Advisors, LLC 3.05% of their portfolio WICHITA, KS 349,358349.4k $16.1m $16.1m 3.05% Added +86.1k +86,106
75 Merit Financial Group, LLC 0.10% of their portfolio ALPHARETTA, GA 339,992340.0k $15.7m $15.7m 0.10% Added +14.0k +14,010
76 PLANNING DIRECTIONS INC 7.14% of their portfolio GLEN MILLS, PA 334,845334.8k $15.4m $15.4m 7.14% Added +104.9k +104,911
77 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 329,163329.2k $15.2m $15.2m 0.12% Added +65.2k +65,197
78 Clear Trail Advisors, LLC 2.31% of their portfolio HOUSTON, TX 329,004329.0k $15.2m $15.2m 2.31% Added +31.2k +31,232
79 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 322,942322.9k $14.9m $14.9m 0.09% Added +27.1k +27,111
80 SMITH, MOORE & CO. 0.96% of their portfolio CLAYTON, MO 321,603321.6k $14.8m $14.8m 0.96% Added +14.1k +14,106
81 BEAM WEALTH ADVISORS, INC. 3.14% of their portfolio COVINGTON, LA 309,484309.5k $14.3m $14.3m 3.14% Added +135.6k +135,550
82 HARBOR ADVISORY CORP /MA/ 3.81% of their portfolio PORTSMOUTH, NH 309,388309.4k $14.2m $14.2m 3.81% Added +46.8k +46,770
83 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 306,182306.2k $14.1m $14.1m 0.01% Added +55.4k +55,377
84 Arkadios Wealth Advisors 0.21% of their portfolio ATLANTA, GA 302,038302.0k $13.9m $13.9m 0.21% Reduced -901.0k -900,998
85 O'ROURKE & COMPANY, Inc 4.61% of their portfolio BOSTON, MA 286,947286.9k $13.2m $13.2m 4.61% Added +45.3k +45,325
86 American Financial Advisors, LLC 1.59% of their portfolio Marietta, GA 286,634286.6k $13.2m $13.2m 1.59% Added +25.4k +25,352
87 FMA Wealth Management, LLC 8.03% of their portfolio DUXBURY, MA 272,348272.3k $12.5m $12.5m 8.03% Reduced -3.0k -2,993
88 FAGAN ASSOCIATES, INC. 1.54% of their portfolio TROY, NY 272,160272.2k $12.5m $12.5m 1.54% Added +25.9k +25,920
89 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 267,010267.0k $12.3m $12.3m 0.04% Added +136 +136
90 Bridgewealth Advisory Group, LLC 2.31% of their portfolio Fresno, CA 265,243265.2k $12.2m $12.2m 2.31% Added +19.4k +19,365
91 Krilogy Financial LLC 0.34% of their portfolio ST. LOUIS, MO 248,774248.8k $11.5m $11.5m 0.34% Reduced -8.7k -8,672
92 Richard W. Paul & Associates, LLC 3.49% of their portfolio NOVI, MI 247,862247.9k $11.4m $11.4m 3.49% Added +13.1k +13,109
93 Andrews Advisory Associates, LLC 5.16% of their portfolio HONOLULU, HI 233,186233.2k $10.7m $10.7m 5.16% Added +13.2k +13,237
94 WINEBRENNER CAPITAL MANAGEMENT LLC 6.49% of their portfolio LOUISVILLE, KY 231,407231.4k $10.7m $10.7m 6.49% Added +10.6k +10,614
95 Geneos Wealth Management Inc. 0.22% of their portfolio ENGLEWOOD, CO 229,432229.4k $10.6m $10.6m 0.22% Reduced -94.9k -94,915
96 Financial Futures Ltd Liability Co. 3.94% of their portfolio BRIELLE, NJ 224,615224.6k $10.3m $10.3m 3.94% Added +13.5k +13,487
97 Leverty Financial Group, LLC 2.01% of their portfolio HUDSON, WI 224,324224.3k $10.3m $10.3m 2.01% New
98 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 222,697222.7k $10.3m $10.3m 0.02% Added +53.0k +52,961
99 S Harris Financial Group, LLC 7.84% of their portfolio SAN ANTONIO, TX 219,612219.6k $10.1m $10.1m 7.84% Added +17.3k +17,260
100 Penney Financial, LLC 3.41% of their portfolio HOUSTON, TX 211,958212.0k $9.8m $9.8m 3.41% Added +3.4k +3,359