Vault-13

J P MORGAN EXCHANGE TRADED F JSCP

SHORT DURA CORE · ETP · CUSIP 46641Q274

124 institutional holders +17 vs Q4 2025
16,202,82016.2m shares reported held*
$766.2mreported value*
24 new 57 added 30 reduced 6 sold out net bought ≈ $124.3m (+2.6m 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.29.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 38Q4 22: 50Q1 23: 48Q2 23: 52Q3 23: 52Q4 23: 55Q1 24: 55Q2 24: 60Q3 24: 71Q4 24: 78Q1 25: 80Q2 25: 93Q3 25: 93Q4 25: 107Q1 26: 124124Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202238
Q4 202250
Q1 202348
Q2 202352
Q3 202352
Q4 202355
Q1 202455
Q2 202460
Q3 202471
Q4 202478
Q1 202580
Q2 202593
Q3 202593
Q4 2025107
Q1 2026124

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 37 bought or addedQ2 24: 16 cut or sold outQ3 24: 47 bought or addedQ3 24: 21 cut or sold outQ3 24Q4 24: 47 bought or addedQ4 24: 25 cut or sold outQ1 25: 44 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 56 bought or addedQ2 25: 31 cut or sold outQ3 25: 63 bought or addedQ3 25: 28 cut or sold outQ3 25Q4 25: 71 bought or addedQ4 25: 31 cut or sold outQ1 26: 81 bought or addedQ1 26: 36 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243716
Q3 20244721
Q4 20244725
Q1 20254427
Q2 20255631
Q3 20256328
Q4 20257131
Q1 20268136

Biggest buyers

JPMORGAN CHASE & CO Added +778,129+778.1k
MCF Advisors LLC New +509,014+509.0k
CGN Advisors LLC Added +380,820+380.8k
Integrated Wealth Concepts LLC New +330,619+330.6k
Summit Financial, LLC New +279,158+279.2k
Boyce & Associates Wealth Consulting, Inc. New +119,361+119.4k
RAYMOND JAMES FINANCIAL INC Added +93,764+93.8k
Roberts Wealth Advisors, LLC Added +90,247+90.2k
EP Wealth Advisors, LLC Added +81,241+81.2k
HighTower Advisors, LLC Added +69,801+69.8k

Biggest sellers

CITADEL ADVISORS LLC Reduced -189,006-189.0k
Thrivent Financial for Lutherans Sold out -169,638-169.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -154,135-154.1k
Hennion & Walsh Asset Management, Inc. Reduced -129,028-129.0k
Visionary Wealth Advisors Reduced -89,772-89.8k
HB Wealth Management, LLC Reduced -83,268-83.3k
Clear Point Advisors Inc. Sold out -46,485-46.5k
Beaumont Financial Advisors, LLC Reduced -34,532-34.5k
Apella Capital, LLC Reduced -32,202-32.2k
TBH Global Asset Management, LLC Sold out -19,190-19.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,572,5892.6m $121.5m $121.5m 0.01% Added +778.1k +778,129
2 EP Wealth Advisors, LLC 0.52% of their portfolio TORRANCE, CA 2,219,4012.2m $105.0m $105.0m 0.52% Added +81.2k +81,241
3 CWM, LLC 0.12% of their portfolio OMAHA, NE 927,435927.4k $43.9m $43.9m 0.12% Added +30.0k +30,031
4 HB Wealth Management, LLC 0.23% of their portfolio Atlanta, GA 752,086752.1k $35.6m $35.6m 0.23% Reduced -83.3k -83,268
5 Roberts Wealth Advisors, LLC 7.05% of their portfolio PALO ALTO, CA 587,373587.4k $27.8m $27.8m 7.05% Added +90.2k +90,247
6 MCF Advisors LLC 1.06% of their portfolio LEXINGTON, KY 509,014509.0k $24.1m $24.1m 1.06% New
7 Apella Capital, LLC 0.30% of their portfolio WEST HARTFORD, CT 430,656430.7k $20.4m $20.4m 0.30% Reduced -32.2k -32,202
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 387,189387.2k $18.3m $18.3m 0.02% Added +69.8k +69,801
9 CGN Advisors LLC 1.44% of their portfolio MANHATTAN, KS 386,739386.7k $18.3m $18.3m 1.44% Added +380.8k +380,820
10 5th Street Advisors, LLC 7.91% of their portfolio Southport, CT 385,613385.6k $18.2m $18.2m 7.91% Added +17.8k +17,793
11 Bridgewealth Advisory Group, LLC 3.65% of their portfolio Fresno, CA 372,489372.5k $17.6m $17.6m 3.65% Added +18.1k +18,094
12 Roof Eidam Maycock Peralta, LLC 3.77% of their portfolio San Francisco, CA 347,811347.8k $16.5m $16.5m 3.77% Added +9.2k +9,158
13 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 336,244336.2k $15.9m $15.9m 0.02% Added +188 +188
14 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 330,619330.6k $15.6m $15.6m 0.12% New
15 TD Capital Management LLC 1.37% of their portfolio MEMPHIS, TN 321,942321.9k $15.2m $15.2m 1.37% Added +41.6k +41,619
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 298,197298.2k $14.1m $14.1m 0.00% Added +93.8k +93,764
17 SkyOak Wealth, LLC 2.52% of their portfolio SOUTHFIELD, MI 291,446291.4k $13.8m $13.8m 2.52% Added +20.3k +20,261
18 Hennion & Walsh Asset Management, Inc. 0.45% of their portfolio Parsippany, NJ 279,897279.9k $13.2m $13.2m 0.45% Reduced -129.0k -129,028
19 Summit Financial, LLC 0.17% of their portfolio PARSIPPANY, NJ 279,158279.2k $13.2m $13.2m 0.17% New
20 SIGNET FINANCIAL MANAGEMENT, LLC 1.47% of their portfolio PARSIPPANY, NJ 277,982278.0k $13.1m $13.1m 1.47% Added +14.1k +14,145
21 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 255,417255.4k $12.1m $12.1m 0.01% Added +8.2k +8,168
22 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 248,537248.5k $11.8m $11.8m 0.05% Added +15.3k +15,310
23 Main Street Financial Solutions, LLC 0.64% of their portfolio NEWTOWN, PA 185,467185.5k $8.8m $8.8m 0.64% Added +41.1k +41,089
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 183,567183.6k $8.7m $8.7m 0.00% Added +53.7k +53,718
25 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 140,150140.2k $6.6m $6.6m 0.05% Reduced -2.7k -2,734
26 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 127,724127.7k $6.0m $6.0m 0.01% Reduced -154.1k -154,135
27 Perigon Wealth Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 124,446124.4k $5.9m $5.9m 0.11% Added +4.2k +4,214
28 Boyce & Associates Wealth Consulting, Inc. 4.28% of their portfolio CEDAR PARK, TX 119,361119.4k $5.6m $5.6m 4.28% New
29 MAI Capital Management 0.03% of their portfolio INDEPENDENCE, OH 115,995116.0k $5.5m $5.5m 0.03% Added +28.2k +28,155
30 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 112,435112.4k $5.3m $5.3m 0.01% Added +20.4k +20,355
31 CARY STREET PARTNERS FINANCIAL LLC 0.13% of their portfolio RICHMOND, VA 109,680109.7k $5.2m $5.2m 0.13% Added +55.1k +55,142
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 108,271108.3k $5.1m $5.1m 0.00% Added +41.3k +41,343
33 Legacy Edge Advisors, LLC 0.51% of their portfolio SYOSSET, NY 102,068102.1k $4.8m $4.8m 0.51% Added +13.0k +13,043
34 NOESIS CAPITAL MANGEMENT CORP 0.69% of their portfolio BOCA RATON, FL 98,35298.4k $4.7m $4.7m 0.69% Reduced -1.3k -1,293
35 BELLEVUE ASSET MANAGEMENT, LLC 2.23% of their portfolio BELLEVUE, WA 94,39694.4k $4.5m $4.5m 2.23% Added +1.2k +1,236
36 Milestone Investment Advisors LLC 1.03% of their portfolio MIDDLETON, WI 90,44390.4k $4.3m $4.3m 1.03% Reduced -5.3k -5,273
37 21 West Wealth Management LLC 3.74% of their portfolio TUSTIN, CA 85,14685.1k $4.0m $4.0m 3.74% Added +16.8k +16,820
38 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 74,75574.8k $3.5m $3.5m 0.01% Reduced -1.2k -1,216
39 New Insight Wealth Advisors 1.27% of their portfolio SAN RAMON, CA 74,64674.6k $3.5m $3.5m 1.27% Added +51.3k +51,313
40 HARBOUR INVESTMENT MANAGEMENT LLC 1.82% of their portfolio EDMONDS, WA 70,85070.8k $3.4m $3.4m 1.82% Added +52.1k +52,065
41 Curry Webb Wealth Management LLC 1.37% of their portfolio INDIANAPOLIS, IN 61,47761.5k $2.9m $2.9m 1.37% Reduced -4.8k -4,770
42 Tradition Wealth Management, LLC 0.19% of their portfolio EDINA, MN 56,25756.3k $2.7m $2.7m 0.19% Reduced -3.3k -3,264
43 PROMETHIUM ADVISORS,LLC 1.30% of their portfolio BETHESDA, MD 53,06553.1k $2.5m $2.5m 1.30% Added +2.6k +2,650
44 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 51,79051.8k $2.4m $2.4m 0.02% Reduced -2.4k -2,427
45 Heritage Wealth Management, Inc. 1.19% of their portfolio CINCINNATI, OH 50,91550.9k $2.4m $2.4m 1.19% Added +1.7k +1,708
46 Clear Creek Financial Management, LLC 0.16% of their portfolio SILVERDALE, WA 45,18445.2k $2.1m $2.1m 0.16% Reduced -1.2k -1,212
47 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 41,76841.8k $2.0m $2.0m 0.01% Reduced -5.7k -5,711
48 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 35,84935.8k $1.7m $1.7m 0.02% Added +1.9k +1,864
49 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 35,77435.8k $1.7m $1.7m 0.02% Reduced -430 -430
50 FAGAN ASSOCIATES, INC. 0.23% of their portfolio TROY, NY 35,20035.2k $1.7m $1.7m 0.23% Added +4.5k +4,455
51 Visionary Wealth Advisors 0.07% of their portfolio O'FALLON, IL 33,96834.0k $1.6m $1.6m 0.07% Reduced -89.8k -89,772
52 BBR PARTNERS, LLC 0.09% of their portfolio NEW YORK, NY 32,96233.0k $1.6m $1.6m 0.09% Reduced -568 -568
53 Blueprint Investment Partners LLC 0.15% of their portfolio GREENSBORO, NC 31,80231.8k $1.5m $1.5m 0.15% New
54 Blueprint Financial Advisors LLC 0.22% of their portfolio GREENSBOTO, NC 31,80231.8k $1.5m $1.5m 0.22% New
55 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 30,35430.4k $1.4m $1.4m 0.01% Added +2.5k +2,526
56 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 30,10030.1k $1.4m $1.4m 0.01% Reduced -3.0k -3,040
57 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 29,62329.6k $1.4m $1.4m 0.00% Added +2.6k +2,592
58 BEAM WEALTH ADVISORS, INC. 0.34% of their portfolio COVINGTON, LA 29,27529.3k $1.4m $1.4m 0.34% Added +219 +219
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 28,85228.9k $1.4m $1.4m 0.00% New
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,82025.8k $1.2m $1.2m 0.00% Added +17.2k +17,204
61 Diversified Portfolios, Inc. 0.09% of their portfolio Bloomfield Hills, MI 23,84223.8k $1.1m $1.1m 0.09% New
62 Southeast Asset Advisors, LLC 0.12% of their portfolio THOMASVILLE, GA 23,26223.3k $1.1m $1.1m 0.12% Added +3.5k +3,482
63 USAdvisors Wealth Management, LLC 0.36% of their portfolio EDEN PRAIRIE, MN 23,16223.2k $1.1m $1.1m 0.36% Reduced -1.5k -1,499
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 22,80522.8k $1.1m $1.1m 0.00% Reduced -7.0k -6,996
65 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 22,57922.6k $1.1m $1.1m 0.03% Added +12.6k +12,607
66 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.10% of their portfolio ALAMO, CA 22,48922.5k $1.1m $1.1m 0.10% Added +695 +695
67 Capstone Wealth Management, Inc. 0.85% of their portfolio BILLINGS, MT 21,19521.2k $999.0k $999.0k 0.85% Added +230 +230
68 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.43% of their portfolio CLARKSDALE, MS 21,09321.1k $997.6k $997.6k 0.43% Added +5.1k +5,083
69 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 20,92520.9k $989.8k $989.8k 0.04% New
70 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 18,24618.2k $863.0k $863.0k 0.00% Added +6.2k +6,243
71 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 18,17018.2k $859.0k $859.0k 0.00% Added +3.3k +3,337
72 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,80917.8k $842.4k $842.4k 0.00% Added +12.7k +12,715
73 LexAurum Advisors, LLC 0.11% of their portfolio OVERLAND PARK, KS 17,73217.7k $838.7k $838.7k 0.11% First filing
74 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 17,17017.2k $812.1k $812.1k 0.02% New
75 MidAtlantic Capital Management, Inc. 0.56% of their portfolio RICHMOND, VA 17,06617.1k $807.2k $807.2k 0.56% Added +541 +541
76 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,39916.4k $775.7k $775.7k 0.00% Reduced -4.3k -4,255
77 GeoWealth Management, LLC 0.03% of their portfolio CHICAGO, IL 15,13415.1k $715.8k $715.8k 0.03% Reduced -5.4k -5,421
78 Lodestone Wealth Management LLC 0.26% of their portfolio SPOKANE, WA 13,83813.8k $654.6k $654.6k 0.26% Added +134 +134
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,82113.8k $653.7k $653.7k 0.00% Added +11.9k +11,869
80 Interchange Capital Partners, LLC 0.20% of their portfolio PITTSBURGH, PA 13,60013.6k $642.1k $642.1k 0.20% Reduced -2.7k -2,731
81 Legacy Wealth Managment, LLC/ID 0.32% of their portfolio BOISE, ID 13,59613.6k $643.1k $643.1k 0.32% Added +6.2k +6,247
82 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,48513.5k $637.8k $637.8k 0.00% Added +1.5k +1,475
83 CRA Financial Services, LLC 0.08% of their portfolio NORTHFIELD, NJ 13,40913.4k $634.2k $634.2k 0.08% New
84 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 12,21612.2k $577.8k $577.8k 0.00% New
85 Krilogy Financial LLC 0.02% of their portfolio ST. LOUIS, MO 11,22711.2k $531.4k $531.4k 0.02% Unchanged
86 Professional Financial Advisors, LLC 0.10% of their portfolio NORTH PLATTE, NE 10,59110.6k $501.0k $501.0k 0.10% Added +374 +374
87 BLUEDOOR PRIVATE WEALTH, LLC 0.23% of their portfolio BEVERLY, MA 10,52410.5k $497.8k $497.8k 0.23% Added +4.5k +4,522
88 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 10,00010.0k $473.0k $473.0k 0.01% New
89 INVENIO WEALTH PARTNERS LLC 0.19% of their portfolio CORAL GABLES, FL 9,97810.0k $472.0k $472.0k 0.19% Unchanged
90 Vawter Financial, Ltd. 0.19% of their portfolio COLUMBUS, OH 9,4309.4k $446.0k $446.0k 0.19% Unchanged
91 Peck Wealth Management, LLC 0.44% of their portfolio WHITE PLAINS, NY 9,2179.2k $435.9k $435.9k 0.44% Added +5.0k +5,050
92 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 9,0009.0k $425.7k $425.7k 0.02% New
93 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,9739.0k $424.4k $424.4k 0.01% New
94 SEEDS INVESTOR LLC 0.06% of their portfolio NEW YORK, NY 8,9118.9k $422.0k $422.0k 0.06% New
95 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,9038.9k $421.1k $421.1k 0.00% Added +3.6k +3,593
96 BCGM Wealth Management, LLC 0.10% of their portfolio LAFAYETTE, IN 8,3188.3k $393.5k $393.5k 0.10% Reduced -2.5k -2,464
97 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 7,7637.8k $367.2k $367.2k 0.00% New
98 Leo Wealth, LLC 0.03% of their portfolio HURST, TX 7,5517.6k $357.2k $357.2k 0.03% Added +82 +82
99 Summit Wealth Partners, LLC 0.06% of their portfolio Orlando, FL 7,4117.4k $350.5k $350.5k 0.06% Reduced -647 -647
100 Whitegate Investment Counselors, Inc. 0.10% of their portfolio CONCORD, NH 6,7086.7k $317.3k $317.3k 0.10% Added +1.0k +1,012