Vault-13

J P MORGAN EXCHANGE TRADED F JPIN

DIV RTN INT EQ · ETP · CUSIP 46641Q209

108 institutional holders -5 vs Q1 2026
3,477,4063.5m shares reported held*
$251.8mreported value*
9 new 31 added 42 reduced 12 sold out net bought ≈ $717.7k (+9.9k 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 ($23.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.40.

Trends to Q2 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: 113Q2 26: 108108Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026108

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 47 bought or addedQ3 24: 36 cut or sold outQ4 24: 44 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 50 cut or sold outQ2 25: 41 bought or addedQ2 25: 50 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 46 cut or sold outQ4 25: 50 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 43 bought or addedQ1 26: 47 cut or sold outQ2 26: 40 bought or addedQ2 26: 54 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244736
Q4 20244438
Q1 20254050
Q2 20254150
Q3 20254746
Q4 20255041
Q1 20264347
Q2 20264054

Biggest buyers

Kingsview Wealth Management, LLC New +115,977+116.0k
Sanctuary Advisors, LLC New +87,159+87.2k
MCF Advisors LLC New +40,655+40.7k
Cambridge Investment Research Advisors, Inc. Added +20,557+20.6k
Beacon Pointe Advisors, LLC New +17,803+17.8k
OSAIC HOLDINGS, INC. Added +15,661+15.7k
JONES FINANCIAL COMPANIES LLLP Added +13,365+13.4k
RHS Financial, LLC Added +7,375+7.4k
Advisory Services Network, LLC Added +7,202+7.2k
Worth Financial Advisory Group, LLC New +7,099+7.1k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -85,186-85.2k
KKM Financial LLC Sold out -60,634-60.6k
LPL Financial LLC Reduced -45,110-45.1k
FLOW TRADERS U.S. LLC Sold out -39,390-39.4k
UBS Group AG Reduced -23,661-23.7k
JANE STREET GROUP, LLC Reduced -21,837-21.8k
ROYAL BANK OF CANADA Reduced -10,815-10.8k
GTS SECURITIES LLC Sold out -7,824-7.8k
RAYMOND JAMES FINANCIAL INC Reduced -7,673-7.7k
JPMORGAN CHASE & CO Reduced -6,795-6.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 457,583457.6k $33.1m $33.1m 0.01% Reduced -23.7k -23,661
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 313,726313.7k $22.7m $22.7m 0.00% Added +1.5k +1,544
3 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 280,697280.7k $20.6m $20.6m 0.03% Reduced -5.7k -5,653
4 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 204,172204.2k $14.8m $14.8m 0.02% Reduced -3.7k -3,730
5 Sterneck Capital Management, LLC 5.24% of their portfolio KANSAS CITY, MO 169,134169.1k $12.2m $12.2m 5.24% Reduced -3.1k -3,070
6 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 168,438168.4k $12.2m $12.2m 0.02% Added +5.5k +5,503
7 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 126,310126.3k $9.1m $9.1m 0.01% Added +4.1k +4,103
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 117,809117.8k $8.5m $8.5m 0.01% Reduced -5.5k -5,546
9 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 115,977116.0k $8.4m $8.4m 0.10% New
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 114,178114.2k $8.3m $8.3m 0.00% Reduced -7.7k -7,673
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 102,273102.3k $7.4m $7.4m 0.01% Added +15.7k +15,661
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 92,61492.6k $6.7m $6.7m 0.00% Reduced -10.8k -10,815
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 91,97692.0k $6.7m $6.7m 0.00% Reduced -45.1k -45,110
14 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 87,15987.2k $6.3m $6.3m 0.03% New
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 82,18482.2k $6.0m $6.0m 0.00% Reduced -6.8k -6,795
16 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 61,79361.8k $4.5m $4.5m 0.00% Reduced -85.2k -85,186
17 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 49,50649.5k $3.6m $3.6m 0.02% Reduced -323 -323
18 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 48,10948.1k $3.5m $3.5m 0.00% Reduced -383 -383
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 46,49546.5k $3.4m $3.4m 0.00% Added +13.4k +13,365
20 MCF Advisors LLC 0.11% of their portfolio LEXINGTON, KY 40,65540.7k $2.9m $2.9m 0.11% New
21 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 40,42440.4k $2.9m $2.9m 0.00% Added +20.6k +20,557
22 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,59629.6k $2.1m $2.1m 0.00% Unchanged
23 5T Wealth, LLC 0.75% of their portfolio Napa, CA 27,77027.8k $2.0m $2.0m 0.75% Reduced -4.2k -4,238
24 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 25,57925.6k $1.8m $1.8m 0.01% Reduced -877 -877
25 Mendel Money Management 0.63% of their portfolio NORTHBROOK, IL 23,95624.0k $1.7m $1.7m 0.63% Added +6.3k +6,298
26 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.53% of their portfolio NEW YORK, NY 21,50521.5k $1.6m $1.6m 0.53% Reduced -3.9k -3,876
27 AlphaCore Capital LLC 0.03% of their portfolio LA JOLLA, CA 21,25721.3k $1.5m $1.5m 0.03% Unchanged
28 Sherman Wealth Management LLC 1.06% of their portfolio GAITHERSBURG, MD 19,38719.4k $1.4m $1.4m 1.06% Added +1.6k +1,581
29 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 17,80317.8k $1.3m $1.3m 0.01% New
30 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 17,54417.5k $1.3m $1.3m 0.02% Reduced -119 -119
31 RHS Financial, LLC 0.49% of their portfolio SAN FRANCISCO, CA 16,76516.8k $1.2m $1.2m 0.49% Added +7.4k +7,375
32 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 16,44716.4k $1.2m $1.2m 0.01% Added +7.2k +7,202
33 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 16,20316.2k $1.2m $1.2m 0.00% Reduced -1.1k -1,147
34 LexAurum Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 15,65115.7k $1.1m $1.1m 0.13% Reduced -1.2k -1,177
35 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 15,61015.6k $1.1m $1.1m 0.02% Reduced -3.1k -3,145
36 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,47814.5k $1.0m $1.0m 0.00% Added +3.9k +3,919
37 RVW Wealth, LLC 0.07% of their portfolio LOS ANGELES, CA 13,86413.9k $1.0m $1.0m 0.07% Added +7 +7
38 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 13,81113.8k $998.7k $998.7k 0.00% Reduced -245 -245
39 Stonehearth Capital Management, LLC 0.34% of their portfolio DANVERS, MA 13,76713.8k $995.5k $995.5k 0.34% Reduced -747 -747
40 Kathmere Capital Management, LLC 0.05% of their portfolio WAYNE, PA 13,69813.7k $990.5k $990.5k 0.05% Unchanged
41 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 12,57612.6k $909.4k $909.4k 0.00% Reduced -1.2k -1,164
42 Independent Wealth Network Inc. 0.23% of their portfolio URBANDALE, IA 12,39712.4k $896.5k $896.5k 0.23% Added +618 +618
43 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 12,32712.3k $891.4k $891.4k 0.00% Reduced -243 -243
44 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,30812.3k $890.0k $890.0k 0.00% Reduced -21.8k -21,837
45 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 12,14912.1k $878.5k $878.5k 0.03% Reduced -871 -871
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 11,93111.9k $862.8k $862.8k 0.00% Added +2.2k +2,204
47 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 11,86711.9k $858.1k $858.1k 0.01% Reduced -2.1k -2,099
48 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 10,66410.7k $771.1k $771.1k 0.01% Reduced -180 -180
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,07110.1k $728.3k $728.3k 0.00% Added +106 +106
50 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 9,5569.6k $691.0k $691.0k 0.01% Reduced -19 -19
51 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,3069.3k $673.0k $673.0k 0.01% Added +5.9k +5,945
52 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,0799.1k $656.5k $656.5k 0.00% Added +650 +650
53 Pinnacle Financial Partners, Inc. 0.00% of their portfolio ATLANTA, GA 9,0669.1k $655.6k $655.6k 0.00% Reduced -140 -140
54 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 8,7588.8k $633.3k $633.3k 0.01% Unchanged
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,9998.0k $578.4k $578.4k 0.00% Added +30 +30
56 Gimbal Financial 0.37% of their portfolio CARMEL, IN 7,9467.9k $574.6k $574.6k 0.37% First filing
57 HHM Wealth Advisors, LLC 0.06% of their portfolio CHATTANOOGA, TN 7,5857.6k $548.5k $548.5k 0.06% Unchanged
58 Vawter Financial, Ltd. 0.20% of their portfolio COLUMBUS, OH 7,3117.3k $528.7k $528.7k 0.20% Unchanged
59 First Commonwealth Financial Corp /PA/ 0.07% of their portfolio Indiana, PA 7,2017.2k $520.7k $520.7k 0.07% Reduced -86 -86
60 Worth Financial Advisory Group, LLC 0.21% of their portfolio CHARLOTTE, NC 7,0997.1k $513.3k $513.3k 0.21% New
61 Schiavi & Co LLC 0.14% of their portfolio WILMINGTON, DE 7,0767.1k $511.7k $511.7k 0.14% Unchanged
62 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.04% of their portfolio ALAMO, CA 6,9917.0k $505.5k $505.5k 0.04% Reduced -378 -378
63 Empire Financial Management Company, LLC 0.19% of their portfolio NEW YORK, NY 6,7556.8k $488.5k $488.5k 0.19% Reduced -275 -275
64 MN Wealth Advisors, LLC 0.20% of their portfolio OVERLAND PARK, KS 6,5466.5k $473.4k $473.4k 0.20% Reduced -104 -104
65 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 6,5266.5k $471.9k $471.9k 0.00% New
66 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,0526.1k $437.6k $437.6k 0.00% Added +445 +445
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,9125.9k $427.5k $427.5k 0.00% Added +208 +208
68 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,8085.8k $420.0k $420.0k 0.00% Added +70 +70
69 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,5425.5k $400.7k $400.7k 0.00% Reduced -132 -132
70 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 5,5005.5k $397.7k $397.7k 0.00% Reduced -110 -110
71 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 5,3065.3k $383.7k $383.7k 0.01% Reduced -110 -110
72 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 4,3064.3k $311.4k $311.4k 0.00% Unchanged
73 Facet Wealth, Inc. 0.00% of their portfolio WEST PALM BEACH, FL 3,5643.6k $257.7k $257.7k 0.00% Unchanged
74 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 3,5013.5k $253.2k $253.2k 0.01% Added +5 +5
75 3Chopt Investment Partners, LLC 0.05% of their portfolio RICHMOND, VA 3,3253.3k $240.4k $240.4k 0.05% Unchanged
76 Summit Wealth Partners, LLC 0.03% of their portfolio Orlando, FL 3,1593.2k $228.4k $228.4k 0.03% Reduced -57 -57
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,1553.2k $228.1k $228.1k 0.00% Added +34 +34
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0523.1k $220.7k $220.7k 0.00% Unchanged
79 BELLEVUE ASSET MANAGEMENT, LLC 0.10% of their portfolio BELLEVUE, WA 2,9162.9k $210.9k $210.9k 0.10% Added +14 +14
80 Virtu Financial LLC 0.01% of their portfolio New York, NY 2,7642.8k $200.0k $200.0k 0.01% Reduced -43 -43
81 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 2,7052.7k $195.6k $195.6k 0.00% New
82 Institute for Wealth Management, LLC. 0.02% of their portfolio DENVER, CO 2,6602.7k $192.3k $192.3k 0.02% New
83 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,4761.5k $107.0k $107.0k 0.00% Added +19 +19
84 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,4481.4k $104.7k $104.7k 0.00% New
85 Lodestone Wealth Management LLC 0.03% of their portfolio SPOKANE, WA 1,3561.4k $98.0k $98.0k 0.03% Added +15 +15
86 FMR LLC 0.00% of their portfolio BOSTON, MA 1,3311.3k $96.2k $96.2k 0.00% Added +100 +100
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 732732 $52.9k $52.9k 0.00% Unchanged
88 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 681681 $49.0k $49.0k 0.00% Unchanged
89 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 487487 $35.2k $35.2k 0.00% Reduced -487 -487
90 SYM FINANCIAL Corp 0.00% of their portfolio WINONA LAKE, IN 466466 $33.7k $33.7k 0.00% Unchanged
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 455455 $32.9k $32.9k 0.00% Added +104 +104
92 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 431431 $31.1k $31.1k 0.00% Added +6 +6
93 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 400400 $28.9k $28.9k 0.00% Unchanged
94 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 350350 $25.3k $25.3k 0.00% Unchanged
95 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 335335 $24.2k $24.2k 0.00% Unchanged
96 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 323323 $23.4k $23.4k 0.00% Unchanged
97 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 319319 $23.1k $23.1k 0.00% Reduced -9 -9
98 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 240240 $17.3k $17.3k 0.00% Reduced -307 -307
99 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 139139 $10.1k $10.1k 0.00% Added +130 +130
100 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 120120 $8.7k $8.7k 0.00% Reduced -3.4k -3,446