Vault-13

J P MORGAN EXCHANGE TRADED F JEMA

ACTIVEBLDRS EMER · ETP · CUSIP 46641Q266

117 institutional holders +6 vs Q1 2026
25,489,68025.5m shares reported held*
$1.6bnreported value*
17 new 48 added 34 reduced 11 sold out net sold ≈ $34.9m (-540.9k 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 ($727.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 27Q4 22: 36Q1 23: 37Q2 23: 43Q3 23: 56Q4 23: 59Q1 24: 62Q2 24: 74Q3 24: 65Q4 24: 69Q1 25: 69Q2 25: 75Q3 25: 83Q4 25: 92Q1 26: 111Q2 26: 117117Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202227
Q4 202236
Q1 202337
Q2 202343
Q3 202356
Q4 202359
Q1 202462
Q2 202474
Q3 202465
Q4 202469
Q1 202569
Q2 202575
Q3 202583
Q4 202592
Q1 2026111
Q2 2026117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 26 bought or addedQ3 24: 40 cut or sold outQ4 24: 38 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 41 bought or addedQ1 25: 24 cut or sold outQ2 25: 40 bought or addedQ2 25: 29 cut or sold outQ2 25Q3 25: 45 bought or addedQ3 25: 36 cut or sold outQ4 25: 58 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 69 bought or addedQ1 26: 31 cut or sold outQ2 26: 65 bought or addedQ2 26: 45 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242640
Q4 20243825
Q1 20254124
Q2 20254029
Q3 20254536
Q4 20255829
Q1 20266931
Q2 20266545

Biggest buyers

LPL Financial LLC Added +412,892+412.9k
BURKETT FINANCIAL SERVICES, LLC Added +346,467+346.5k
JPMORGAN CHASE & CO Added +317,601+317.6k
Lido Advisors, LLC Added +287,926+287.9k
Cetera Investment Advisers Added +69,052+69.1k
OSAIC HOLDINGS, INC. Added +58,281+58.3k
Wayfinding Financial, LLC Added +47,107+47.1k
Integrated Wealth Concepts LLC Added +47,030+47.0k
JONES FINANCIAL COMPANIES LLLP Added +40,029+40.0k
DAYMARK WEALTH PARTNERS, LLC Added +31,077+31.1k

Biggest sellers

MORGAN STANLEY Reduced -1,684,611-1.7m
JANE STREET GROUP, LLC Reduced -255,142-255.1k
Arkadios Wealth Advisors Sold out -178,969-179.0k
BANK OF AMERICA CORP /DE/ Sold out -133,158-133.2k
OLD MISSION CAPITAL LLC Reduced -66,436-66.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -64,094-64.1k
NATIONAL BANK OF CANADA /FI/ Reduced -57,000-57.0k
Janney Montgomery Scott LLC Reduced -26,812-26.8k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -13,184-13.2k
Gateway Wealth Partners, LLC Sold out -7,428-7.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 15,828,70915.8m $997.6m $997.6m 0.06% Added +317.6k +317,601
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,800,0491.8m $115.0m $115.0m 0.01% Reduced -1.7m -1,684,611
3 Lido Advisors, LLC 0.18% of their portfolio Los Angeles, CA 773,438773.4k $49.4m $49.4m 0.18% Added +287.9k +287,926
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 758,297758.3k $48.4m $48.4m 0.01% Added +412.9k +412,892
5 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 709,308709.3k $45.3m $45.3m 0.09% Reduced -26.8k -26,812
6 Vestmark Advisory Solutions, Inc. 0.41% of their portfolio Wakefield, MA 682,817682.8k $43.6m $43.6m 0.41% Reduced -59 -59
7 WNY Asset Management, LLC 3.50% of their portfolio Williamsville, NY 611,253611.3k $39.0m $39.0m 3.50% Added +27.9k +27,886
8 KELLY FINANCIAL GROUP LLC 6.96% of their portfolio Wethersfield, CT 490,232490.2k $31.3m $31.3m 6.96% Added +6.4k +6,409
9 Pallas Capital Advisors LLC 0.81% of their portfolio BRAINTREE, MA 413,250413.2k $26.4m $26.4m 0.81% Added +20.3k +20,306
10 BURKETT FINANCIAL SERVICES, LLC 6.94% of their portfolio ROCK HILL, SC 347,312347.3k $22.2m $22.2m 6.94% Added +346.5k +346,467
11 DAYMARK WEALTH PARTNERS, LLC 0.39% of their portfolio CINCINNATI, OH 253,314253.3k $16.2m $16.2m 0.39% Added +31.1k +31,077
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 210,936210.9k $13.5m $13.5m 0.00% Added +18.8k +18,808
13 Wagner Wealth Management, LLC 2.27% of their portfolio GREENVILLE, SC 191,766191.8k $12.3m $12.3m 2.27% Added +207 +207
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 190,207190.2k $12.2m $12.2m 0.01% Added +69.1k +69,052
15 Advantage Trust Co 4.18% of their portfolio SALINA, KS 185,951186.0k $11.9m $11.9m 4.18% Added +11.5k +11,526
16 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 160,225160.2k $10.2m $10.2m 0.00% Unchanged
17 WJ Wealth Management, LLC 3.07% of their portfolio GLENDALE, AZ 121,850121.8k $7.8m $7.8m 3.07% Added +7.9k +7,866
18 Perigon Wealth Management, LLC 0.12% of their portfolio SAN FRANCISCO, CA 116,753116.8k $7.5m $7.5m 0.12% Added +16.3k +16,314
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 116,141116.1k $7.4m $7.4m 0.00% Reduced -255.1k -255,142
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 113,994114.0k $7.2m $7.2m 0.00% Added +40.0k +40,029
21 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,121111.1k $7.1m $7.1m 0.01% Added +58.3k +58,281
22 OLD MISSION CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 76,73976.7k $4.9m $4.9m 0.12% Reduced -66.4k -66,436
23 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 70,50070.5k $4.5m $4.5m 0.00% Reduced -57.0k -57,000
24 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 65,44565.4k $4.2m $4.2m 0.00% Reduced -64.1k -64,094
25 Wayfinding Financial, LLC 1.43% of their portfolio LYNNWOOD, WA 58,97259.0k $3.8m $3.8m 1.43% Added +47.1k +47,107
26 5T Wealth, LLC 1.26% of their portfolio Napa, CA 53,07453.1k $3.4m $3.4m 1.26% Reduced -1.7k -1,655
27 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 52,11652.1k $3.3m $3.3m 0.02% Added +47.0k +47,030
28 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 47,47147.5k $3.0m $3.0m 0.01% Added +1.3k +1,276
29 NewEdge Wealth, LLC 0.03% of their portfolio STAMFORD, CT 41,28841.3k $2.6m $2.6m 0.03% Reduced -3.5k -3,489
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 40,56440.6k $2.6m $2.6m 0.00% Added +3.2k +3,159
31 M Holdings Securities, Inc. 0.31% of their portfolio PORTLAND, OR 35,83535.8k $2.3m $2.3m 0.31% Added +568 +568
32 Centennial Bank/AR/ 0.71% of their portfolio CONWAY, AR 34,46834.5k $2.2m $2.2m 0.71% Added +349 +349
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 33,28433.3k $2.1m $2.1m 0.00% Added +5.4k +5,393
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 33,27733.3k $2.1m $2.1m 0.00% Added +15.9k +15,865
35 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 29,92529.9k $1.9m $1.9m 0.01% Added +2.0k +1,984
36 Nearwater Capital Markets, Ltd 0.03% of their portfolio NEW YORK, NY 28,00028.0k $1.8m $1.8m 0.03% New
37 Formidable Asset Management, LLC 0.22% of their portfolio CINCINNATI, OH 26,00226.0k $1.4m $1.4m 0.22% New
38 Fortitude Financial, LLC 1.49% of their portfolio Spokane, WA 25,88825.9k $1.7m $1.7m 1.49% Added +2.7k +2,686
39 Hopwood Nicholas Hunter 0.44% of their portfolio PLYMOUTH, MI 25,28925.3k $1.6m $1.6m 0.44% Added +686 +686
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,35523.4k $1.5m $1.5m 0.00% Added +3.7k +3,665
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 23,01323.0k $1.5m $1.5m 0.00% Reduced -183 -183
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,79022.8k $1.4m $1.4m 0.00% Added +2.9k +2,874
43 TBH Global Asset Management, LLC 0.26% of their portfolio Brentwood, TN 22,33922.3k $1.4m $1.4m 0.26% Added +1.6k +1,571
44 Merited Wealth, LLC 0.98% of their portfolio NORTH BAY VILLAGE, FL 21,62621.6k $1.4m $1.4m 0.98% Added +6.3k +6,337
45 First Bank & Trust 0.20% of their portfolio BROOKINGS, SD 21,42721.4k $1.4m $1.4m 0.20% Added +2.5k +2,489
46 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 21,39721.4k $1.4m $1.4m 0.00% Added +7.0k +7,023
47 Nautilus Advisors LLC 0.76% of their portfolio La Jolla, CA 20,55920.6k $1.3m $1.3m 0.76% Added +226 +226
48 UNIQUE WEALTH, LLC 0.14% of their portfolio TAMPA, FL 19,37519.4k $1.2m $1.2m 0.14% Added +6.9k +6,888
49 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 19,22919.2k $1.2m $1.2m 0.03% Reduced -2.3k -2,338
50 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 18,09718.1k $1.2m $1.2m 0.01% Added +12.5k +12,485
51 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 16,83416.8k $1.1m $1.1m 0.00% Reduced -86 -86
52 Capital Analysts, LLC 0.02% of their portfolio FORT WASHINGTON, PA 16,01216.0k $1.0m $1.0m 0.02% Added +5.7k +5,721
53 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,84015.8k $1.0m $1.0m 0.00% Added +8.5k +8,470
54 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 14,67714.7k $937.6k $937.6k 0.00% Added +971 +971
55 MassMutual Private Wealth & Trust, FSB 0.02% of their portfolio Windsor, CT 13,45113.5k $859.2k $859.2k 0.02% Reduced -2.5k -2,508
56 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 12,22712.2k $781.1k $781.1k 0.01% New
57 Saxony Capital Management, LLC 0.36% of their portfolio ST. LOUIS, MO 12,14112.1k $775.6k $775.6k 0.36% Reduced -528 -528
58 3Chopt Investment Partners, LLC 0.14% of their portfolio RICHMOND, VA 11,69211.7k $746.9k $746.9k 0.14% Reduced -693 -693
59 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,24911.2k $718.6k $718.6k 0.00% Reduced -3.8k -3,807
60 FSA WEALTH PARTNERS, INC. 0.17% of their portfolio Rockville, MD 10,51810.5k $671.9k $671.9k 0.17% New
61 LAKE STREET PRIVATE WEALTH, LLC 0.08% of their portfolio CHICAGO, IL 10,38510.4k $663.4k $663.4k 0.08% Reduced -1.3k -1,306
62 Elevation Wealth Management LLC 0.48% of their portfolio EDEN PRAIRIE, MN 10,07310.1k $643.5k $643.5k 0.48% Reduced -786 -786
63 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 8,3778.4k $535.1k $535.1k 0.01% Added +5 +5
64 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 8,2618.3k $527.7k $527.7k 0.01% Reduced -109 -109
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,1588.2k $521.0k $521.0k 0.00% Added +2.6k +2,602
66 Ascent Group, LLC 0.02% of their portfolio VIRGINIA BEACH, VA 8,1508.2k $520.6k $520.6k 0.02% Reduced -622 -622
67 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 8,1338.1k $519.5k $519.5k 0.00% New
68 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 7,4357.4k $474.9k $474.9k 0.01% New
69 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 7,3437.3k $469.1k $469.1k 0.01% Added +921 +921
70 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 6,7006.7k $428.0k $428.0k 0.00% Reduced -1.8k -1,800
71 AdvisorNet Financial, Inc 0.02% of their portfolio MINNETONKA, MN 5,4835.5k $350.3k $350.3k 0.02% Added +745 +745
72 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 5,1915.2k $331.6k $331.6k 0.01% Unchanged
73 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,1825.2k $331.0k $331.0k 0.00% New
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,0785.1k $324.4k $324.4k 0.00% Reduced -221 -221
75 FIRETHORN WEALTH PARTNERS, LLC 0.10% of their portfolio AUGUSTA, GA 4,8574.9k $310.3k $310.3k 0.10% Reduced -538 -538
76 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 4,8054.8k $306.9k $306.9k 0.01% Reduced -230 -230
77 MN Wealth Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 4,7014.7k $300.3k $300.3k 0.13% Reduced -81 -81
78 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.06% of their portfolio RICHMOND, VA 4,6714.7k $298.4k $298.4k 0.06% Added +747 +747
79 Emergent Wealth Advisors, LLC 0.14% of their portfolio WILLIAMSVILLE, NY 4,2054.2k $268.6k $268.6k 0.14% Reduced -44 -44
80 BIP Wealth, LLC 0.01% of their portfolio ATLANTA, GA 3,8683.9k $247.1k $247.1k 0.01% Unchanged
81 Triad Wealth Partners, LLC 0.01% of their portfolio LAWRENCE, KS 3,8163.8k $227.7k $227.7k 0.01% New
82 ENDEAVOR PRIVATE WEALTH, INC. 0.06% of their portfolio TOPEKA, KS 3,7543.8k $239.8k $239.8k 0.06% New
83 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 3,3023.3k $210.9k $210.9k 0.00% New
84 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,2913.3k $210.2k $210.2k 0.00% Added +2.1k +2,106
85 Seneca House Advisors 0.07% of their portfolio RICHMOND, VA 3,2583.3k $208.1k $208.1k 0.07% New
86 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 3,2123.2k $205.2k $205.2k 0.00% New
87 Ignite Planners, LLC 0.03% of their portfolio SAN CLEMENTE, CA 3,1663.2k $202.2k $202.2k 0.03% New
88 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 2,0332.0k $124.7k $124.7k 0.00% Unchanged
89 Tripletail Wealth Management, LLC 0.12% of their portfolio ORLANDO, FL 1,7361.7k $106.5k $106.5k 0.12% Reduced -16 -16
90 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,2371.2k $79.0k $79.0k 0.00% Unchanged
91 Keating Financial Advisory Services, Inc. 0.01% of their portfolio MANHATTAN, KS 1,2351.2k $78.9k $78.9k 0.01% Unchanged
92 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 968968 $61.8k $61.8k 0.00% Added +271 +271
93 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 816816 $52.1k $52.1k 0.00% Reduced -1.9k -1,921
94 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 756756 $48.3k $48.3k 0.00% Unchanged
95 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 640640 $40.9k $40.9k 0.00% Unchanged
96 Cordgrass Capital Advisors, LLC 0.01% of their portfolio RALEIGH, NC 588588 $37.6k $37.6k 0.01% Added +86 +86
97 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 481481 $30.7k $30.7k 0.00% First filing
98 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 436436 $27.9k $27.9k 0.00% Unchanged
99 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 421421 $26.9k $26.9k 0.00% Reduced -139 -139
100 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 374374 $23.3k $23.3k 0.00% Unchanged