Vault-13

J P MORGAN EXCHANGE TRADED F JPIN

DIV RTN INT EQ · ETP · CUSIP 46641Q209

113 institutional holders +6 vs Q4 2025
3,487,4113.5m shares reported held*
$248.1mreported value*
10 new 33 added 43 reduced 4 sold out net sold ≈ $24.3m (-372.3k 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 ($23.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $71.15.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 90Q4 22: 100Q1 23: 91Q2 23: 95Q3 23: 90Q4 23: 98Q1 24: 100Q2 24: 99Q3 24: 96Q4 24: 101Q1 25: 100Q2 25: 106Q3 25: 104Q4 25: 107Q1 26: 113113Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202290
Q4 2022100
Q1 202391
Q2 202395
Q3 202390
Q4 202398
Q1 2024100
Q2 202499
Q3 202496
Q4 2024101
Q1 2025100
Q2 2025106
Q3 2025104
Q4 2025107
Q1 2026113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 31 bought or addedQ2 24: 52 cut or sold outQ3 24: 47 bought or addedQ3 24: 36 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 38 cut or sold outQ1 25: 40 bought or addedQ1 25: 50 cut or sold outQ1 25Q2 25: 41 bought or addedQ2 25: 50 cut or sold outQ3 25: 47 bought or addedQ3 25: 46 cut or sold outQ3 25Q4 25: 50 bought or addedQ4 25: 41 cut or sold outQ1 26: 43 bought or addedQ1 26: 47 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243152
Q3 20244736
Q4 20244438
Q1 20254050
Q2 20254150
Q3 20254746
Q4 20255041
Q1 20264347

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +57,559+57.6k
JANE STREET GROUP, LLC Added +11,842+11.8k
MORGAN STANLEY Added +10,983+11.0k
Summit Financial, LLC New +10,844+10.8k
Advisory Services Network, LLC New +9,245+9.2k
GTS SECURITIES LLC New +7,824+7.8k
JONES FINANCIAL COMPANIES LLLP Added +7,067+7.1k
FIFTH THIRD BANCORP New +5,607+5.6k
Quantinno Capital Management LP Added +5,427+5.4k
Mendel Money Management Added +5,176+5.2k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -183,816-183.8k
TBH Global Asset Management, LLC Sold out -98,804-98.8k
ROYAL BANK OF CANADA Reduced -74,706-74.7k
BANK OF AMERICA CORP /DE/ Reduced -63,632-63.6k
FLOW TRADERS U.S. LLC Reduced -30,635-30.6k
CITADEL ADVISORS LLC Reduced -18,718-18.7k
JPMORGAN CHASE & CO Reduced -14,582-14.6k
LPL Financial LLC Reduced -8,538-8.5k
Worth Financial Advisory Group, LLC Sold out -6,866-6.9k
RAYMOND JAMES FINANCIAL INC Reduced -5,162-5.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 481,244481.2k $34.3m $34.3m 0.01% Added +4.5k +4,491
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 312,182312.2k $22.2m $22.2m 0.00% Added +11.0k +10,983
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 286,350286.4k $20.5m $20.5m 0.05% Reduced -183.8k -183,816
4 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 207,902207.9k $14.8m $14.8m 0.02% Added +1.9k +1,857
5 Sterneck Capital Management, LLC 5.51% of their portfolio KANSAS CITY, MO 172,204172.2k $12.3m $12.3m 5.51% Added +3.1k +3,148
6 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 162,935162.9k $11.6m $11.6m 0.02% Reduced -119 -119
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 146,979147.0k $10.5m $10.5m 0.00% Reduced -63.6k -63,632
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 137,086137.1k $9.8m $9.8m 0.00% Reduced -8.5k -8,538
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 123,355123.4k $8.8m $8.8m 0.01% Added +57.6k +57,559
10 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 122,207122.2k $8.7m $8.7m 0.01% Added +534 +534
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 121,851121.9k $8.7m $8.7m 0.00% Reduced -5.2k -5,162
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 103,429103.4k $7.4m $7.4m 0.00% Reduced -74.7k -74,706
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 88,97989.0k $6.1m $6.1m 0.00% Reduced -14.6k -14,582
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 86,61286.6k $6.2m $6.2m 0.01% Reduced -4.8k -4,832
15 KKM Financial LLC 0.73% of their portfolio CHICAGO, IL 60,63460.6k $4.1m $4.1m 0.73% Unchanged
16 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 49,82949.8k $3.5m $3.5m 0.01% Added +300 +300
17 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 48,49248.5k $3.5m $3.5m 0.00% Added +3.4k +3,387
18 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 39,39039.4k $2.8m $2.8m 0.09% Reduced -30.6k -30,635
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 34,14534.1k $2.4m $2.4m 0.00% Added +11.8k +11,842
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 33,13033.1k $2.3m $2.3m 0.00% Added +7.1k +7,067
21 5T Wealth, LLC 0.90% of their portfolio Napa, CA 32,00832.0k $2.3m $2.3m 0.90% Reduced -2.5k -2,481
22 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,59629.6k $2.1m $2.1m 0.00% Reduced -21 -21
23 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,45626.5k $1.9m $1.9m 0.01% Added +285 +285
24 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.66% of their portfolio NEW YORK, NY 25,38125.4k $1.8m $1.8m 0.66% Reduced -1.9k -1,941
25 AlphaCore Capital LLC 0.04% of their portfolio LA JOLLA, CA 21,25721.3k $1.5m $1.5m 0.04% Reduced -500 -500
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,86719.9k $1.4m $1.4m 0.00% Reduced -797 -797
27 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 18,75518.8k $1.3m $1.3m 0.03% Added +1.6k +1,578
28 Financially in Tune, LLC 1.10% of their portfolio STONEHAM, MA 18,01818.0k $1.3m $1.3m 1.10% Reduced -383 -383
29 Sherman Wealth Management LLC 1.09% of their portfolio GAITHERSBURG, MD 17,80617.8k $1.3m $1.3m 1.09% Reduced -709 -709
30 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 17,66317.7k $1.3m $1.3m 0.02% Reduced -545 -545
31 Mendel Money Management 0.53% of their portfolio NORTHBROOK, IL 17,65817.7k $1.3m $1.3m 0.53% Added +5.2k +5,176
32 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 17,35017.4k $1.2m $1.2m 0.00% Added +5.4k +5,427
33 LexAurum Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 16,82816.8k $1.2m $1.2m 0.16% First filing
34 Stonehearth Capital Management, LLC 0.41% of their portfolio DANVERS, MA 14,51414.5k $1.0m $1.0m 0.41% Reduced -1.7k -1,699
35 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 14,05614.1k $1.0m $1.0m 0.00% Added +3.2k +3,234
36 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 13,96614.0k $951.6k $951.6k 0.02% Unchanged
37 RVW Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 13,85713.9k $987.2k $987.2k 0.08% Added +15 +15
38 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 13,74013.7k $978.8k $978.8k 0.00% Reduced -2.2k -2,183
39 Kathmere Capital Management, LLC 0.06% of their portfolio WAYNE, PA 13,69813.7k $975.8k $975.8k 0.06% Unchanged
40 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 13,02013.0k $927.6k $927.6k 0.03% Added +595 +595
41 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 12,57012.6k $895.5k $895.5k 0.00% Added +2.1k +2,091
42 Independent Wealth Network Inc. 0.25% of their portfolio URBANDALE, IA 11,77911.8k $839.1k $839.1k 0.25% Added +12 +12
43 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 10,84410.8k $772.5k $772.5k 0.01% New
44 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,55910.6k $752.2k $752.2k 0.00% Reduced -22 -22
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,96510.0k $709.9k $709.9k 0.00% Added +74 +74
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,7279.7k $693.0k $693.0k 0.00% Reduced -533 -533
47 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 9,5759.6k $682.1k $682.1k 0.01% Reduced -687 -687
48 RHS Financial, LLC 0.32% of their portfolio SAN FRANCISCO, CA 9,3909.4k $668.9k $668.9k 0.32% Reduced -13 -13
49 SIGNET FINANCIAL MANAGEMENT, LLC 0.07% of their portfolio PARSIPPANY, NJ 9,3839.4k $668.4k $668.4k 0.07% Reduced -146 -146
50 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,2459.2k $658.6k $658.6k 0.01% New
51 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 9,2069.2k $656.3k $656.3k 0.01% Reduced -540 -540
52 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 8,7588.8k $623.9k $623.9k 0.01% Unchanged
53 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,4298.4k $600.5k $600.5k 0.00% Added +11 +11
54 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9698.0k $567.7k $567.7k 0.00% Reduced -125 -125
55 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 7,8247.8k $557.4k $557.4k 0.02% New
56 HHM Wealth Advisors, LLC 0.06% of their portfolio CHATTANOOGA, TN 7,5857.6k $540.4k $540.4k 0.06% Unchanged
57 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.05% of their portfolio ALAMO, CA 7,3697.4k $524.9k $524.9k 0.05% Reduced -158 -158
58 Vawter Financial, Ltd. 0.22% of their portfolio COLUMBUS, OH 7,3117.3k $520.8k $520.8k 0.22% Unchanged
59 First Commonwealth Financial Corp /PA/ 0.08% of their portfolio Indiana, PA 7,2877.3k $519.1k $519.1k 0.08% Reduced -224 -224
60 Schiavi & Co LLC 0.15% of their portfolio WILMINGTON, DE 7,0767.1k $504.1k $504.1k 0.15% Unchanged
61 Empire Financial Management Company, LLC 0.11% of their portfolio NEW YORK, NY 7,0307.0k $500.8k $500.8k 0.11% Unchanged
62 MN Wealth Advisors, LLC 0.23% of their portfolio OVERLAND PARK, KS 6,6506.7k $473.8k $473.8k 0.23% Reduced -1.2k -1,217
63 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% of their portfolio CONCORD, MA 5,9455.9k $423.5k $423.5k 0.05% Reduced -2.3k -2,273
64 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 5,7385.7k $408.7k $408.7k 0.01% Added +108 +108
65 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,7045.7k $406.4k $406.4k 0.00% Reduced -470 -470
66 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,6745.7k $404.2k $404.2k 0.00% Added +24 +24
67 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 5,6105.6k $405.0k $405.0k 0.01% Added +1 +1
68 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,6075.6k $399.4k $399.4k 0.00% New
69 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 5,4165.4k $385.8k $385.8k 0.01% Reduced -840 -840
70 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 4,3064.3k $306.8k $306.8k 0.00% Added +108 +108
71 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,0124.0k $285.8k $285.8k 0.00% Reduced -18.7k -18,718
72 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,5663.6k $254.0k $254.0k 0.00% Reduced -270 -270
73 Facet Wealth, Inc. 0.00% of their portfolio WEST PALM BEACH, FL 3,5643.6k $253.9k $253.9k 0.00% Unchanged
74 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 3,4963.5k $249.1k $249.1k 0.01% Reduced -959 -959
75 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,3613.4k $242.6k $242.6k 0.00% Reduced -230 -230
76 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 3,3473.3k $238.4k $238.4k 0.00% Added +3 +3
77 3Chopt Investment Partners, LLC 0.05% of their portfolio RICHMOND, VA 3,3253.3k $236.9k $236.9k 0.05% Unchanged
78 Summit Wealth Partners, LLC 0.04% of their portfolio Orlando, FL 3,2163.2k $229.1k $229.1k 0.04% Reduced -25 -25
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,1213.1k $222.3k $222.3k 0.00% Added +250 +250
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0523.1k $217.4k $217.4k 0.00% Unchanged
81 BELLEVUE ASSET MANAGEMENT, LLC 0.10% of their portfolio BELLEVUE, WA 2,9022.9k $206.8k $206.8k 0.10% Added +2 +2
82 Virtu Financial LLC 0.01% of their portfolio New York, NY 2,8072.8k $200.0k $200.0k 0.01% New
83 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,5291.5k $108.9k $108.9k 0.00% Unchanged
84 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,4571.5k $104.0k $104.0k 0.00% Added +3 +3
85 Lodestone Wealth Management LLC 0.04% of their portfolio SPOKANE, WA 1,3411.3k $95.5k $95.5k 0.04% Added +25 +25
86 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2311.2k $87.7k $87.7k 0.00% Added +29 +29
87 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 974974 $69.4k $69.4k 0.00% Added +487 +487
88 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.01% of their portfolio WEST HARTFORD, CT 900900 $64.0k $64.0k 0.01% Unchanged
89 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 732732 $52.1k $52.1k 0.00% Unchanged
90 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 681681 $49.0k $49.0k 0.00% Unchanged
91 TWIN PEAKS WEALTH ADVISORS, LLC 0.01% of their portfolio SAN FRANCISCO, CA 651651 $46.4k $46.4k 0.01% New
92 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 547547 $39.5k $39.5k 0.00% Unchanged
93 CWM, LLC 0.00% of their portfolio OMAHA, NE 475475 $33.8k $33.8k 0.00% Added +245 +245
94 SYM FINANCIAL Corp 0.00% of their portfolio WINONA LAKE, IN 466466 $33.2k $33.2k 0.00% Unchanged
95 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 425425 $30.3k $30.3k 0.00% Reduced -1 -1
96 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 400400 $28.5k $28.5k 0.00% Unchanged
97 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 351351 $25.0k $25.0k 0.00% Reduced -7 -7
98 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 350350 $24.9k $24.9k 0.00% Reduced -15 -15
99 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 335335 $23.9k $23.9k 0.00% New
100 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 328328 $23.4k $23.4k 0.00% Reduced -3 -3