Vault-13

J P MORGAN EXCHANGE TRADED F JSCP

SHORT DURA CORE · ETP · CUSIP 46641Q274

123 institutional holders -1 vs Q1 2026
15,303,21615.3m shares reported held*
$721.4mreported value*
10 new 68 added 32 reduced 9 sold out net bought ≈ $4.9m (+104.3k 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.14.

Trends to Q2 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: 124Q2 26: 123123Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026123

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: 21 cut or sold outQ4 24: 47 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 27 cut or sold outQ2 25: 56 bought or addedQ2 25: 31 cut or sold outQ2 25Q3 25: 63 bought or addedQ3 25: 28 cut or sold outQ4 25: 71 bought or addedQ4 25: 31 cut or sold outQ4 25Q1 26: 81 bought or addedQ1 26: 36 cut or sold outQ2 26: 78 bought or addedQ2 26: 41 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244721
Q4 20244725
Q1 20254427
Q2 20255631
Q3 20256328
Q4 20257131
Q1 20268136
Q2 20267841

Biggest buyers

JPMORGAN CHASE & CO Added +86,900+86.9k
LPL Financial LLC Added +67,753+67.8k
CGN Advisors LLC Added +59,233+59.2k
TD Capital Management LLC Added +50,529+50.5k
STIFEL FINANCIAL CORP Added +39,804+39.8k
Roberts Wealth Advisors, LLC Added +38,849+38.8k
Clear Point Advisors Inc. New +37,040+37.0k
Hennion & Walsh Asset Management, Inc. Added +32,417+32.4k
New Insight Wealth Advisors Added +29,068+29.1k
MCCARTER PRIVATE WEALTH SERVICES LLC New +28,695+28.7k

Biggest sellers

Allworth Financial LP Sold out -248,537-248.5k
OSAIC HOLDINGS, INC. Reduced -162,717-162.7k
HB Wealth Management, LLC Reduced -85,500-85.5k
EP Wealth Advisors, LLC Reduced -45,794-45.8k
Merit Financial Group, LLC Reduced -28,559-28.6k
Visionary Wealth Advisors Reduced -28,484-28.5k
FLOW TRADERS U.S. LLC Sold out -22,579-22.6k
RAYMOND JAMES FINANCIAL INC Reduced -19,312-19.3k
OLD MISSION CAPITAL LLC Sold out -17,170-17.2k
Apella Capital, LLC Reduced -15,698-15.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,659,4892.7m $125.5m $125.5m 0.01% Added +86.9k +86,900
2 EP Wealth Advisors, LLC 0.39% of their portfolio TORRANCE, CA 2,173,6072.2m $102.5m $102.5m 0.39% Reduced -45.8k -45,794
3 HB Wealth Management, LLC 0.18% of their portfolio Atlanta, GA 666,586666.6k $31.4m $31.4m 0.18% Reduced -85.5k -85,500
4 Roberts Wealth Advisors, LLC 6.71% of their portfolio PALO ALTO, CA 626,222626.2k $29.5m $29.5m 6.71% Added +38.8k +38,849
5 MCF Advisors LLC 0.87% of their portfolio LEXINGTON, KY 514,151514.2k $24.2m $24.2m 0.87% Added +5.1k +5,137
6 CGN Advisors LLC 1.53% of their portfolio MANHATTAN, KS 445,972446.0k $21.0m $21.0m 1.53% Added +59.2k +59,233
7 Apella Capital, LLC 0.28% of their portfolio WEST HARTFORD, CT 414,958415.0k $19.5m $19.5m 0.28% Reduced -15.7k -15,698
8 5th Street Advisors, LLC 7.24% of their portfolio Southport, CT 396,649396.6k $18.7m $18.7m 7.24% Added +11.0k +11,036
9 Bridgewealth Advisory Group, LLC 3.45% of their portfolio Fresno, CA 387,797387.8k $18.3m $18.3m 3.45% Added +15.3k +15,308
10 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 373,551373.6k $17.6m $17.6m 0.02% Reduced -13.6k -13,638
11 TD Capital Management LLC 1.44% of their portfolio MEMPHIS, TN 372,471372.5k $17.6m $17.6m 1.44% Added +50.5k +50,529
12 Roof Eidam Maycock Peralta, LLC 3.22% of their portfolio San Francisco, CA 347,102347.1k $16.4m $16.4m 3.22% Reduced -709 -709
13 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 345,066345.1k $16.3m $16.3m 0.08% Added +14.4k +14,447
14 SkyOak Wealth, LLC 2.41% of their portfolio SOUTHFIELD, MI 313,090313.1k $14.8m $14.8m 2.41% Added +21.6k +21,644
15 Hennion & Walsh Asset Management, Inc. 0.42% of their portfolio Parsippany, NJ 312,314312.3k $14.7m $14.7m 0.42% Added +32.4k +32,417
16 Summit Financial, LLC 0.15% of their portfolio PARSIPPANY, NJ 294,935294.9k $13.9m $13.9m 0.15% Added +15.8k +15,777
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 278,885278.9k $13.1m $13.1m 0.00% Reduced -19.3k -19,312
18 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 256,767256.8k $12.1m $12.1m 0.01% Added +1.4k +1,350
19 Global Retirement Partners, LLC 0.15% of their portfolio San Rafael, CA 209,110209.1k $9.9m $9.9m 0.15% First filing
20 Main Street Financial Solutions, LLC 0.57% of their portfolio NEWTOWN, PA 189,754189.8k $8.9m $8.9m 0.57% Added +4.3k +4,287
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 186,871186.9k $8.8m $8.8m 0.00% Added +3.3k +3,304
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 173,527173.5k $8.2m $8.2m 0.01% Reduced -162.7k -162,717
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 145,674145.7k $6.8m $6.8m 0.01% Added +17.9k +17,950
24 Perigon Wealth Management, LLC 0.10% of their portfolio SAN FRANCISCO, CA 138,292138.3k $6.5m $6.5m 0.10% Added +13.8k +13,846
25 Waverly Advisors, LLC 0.04% of their portfolio BIRMINGHAM, AL 133,923133.9k $6.3m $6.3m 0.04% Reduced -6.2k -6,227
26 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 133,167133.2k $6.3m $6.3m 0.02% Added +17.2k +17,172
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 127,950128.0k $6.0m $6.0m 0.01% Added +15.5k +15,515
28 Boyce & Associates Wealth Consulting, Inc. 4.00% of their portfolio CEDAR PARK, TX 122,458122.5k $5.8m $5.8m 4.00% Added +3.1k +3,097
29 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 120,108120.1k $5.7m $5.7m 0.00% Added +11.8k +11,837
30 Legacy Edge Advisors, LLC 0.52% of their portfolio SYOSSET, NY 119,228119.2k $5.6m $5.6m 0.52% Added +17.2k +17,160
31 New Insight Wealth Advisors 1.44% of their portfolio SAN RAMON, CA 103,714103.7k $4.9m $4.9m 1.44% Added +29.1k +29,068
32 CARY STREET PARTNERS FINANCIAL LLC 0.11% of their portfolio RICHMOND, VA 102,898102.9k $4.9m $4.9m 0.11% Reduced -6.8k -6,782
33 NOESIS CAPITAL MANGEMENT CORP 0.58% of their portfolio BOCA RATON, FL 102,715102.7k $4.8m $4.8m 0.58% Added +4.4k +4,363
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 97,37697.4k $4.6m $4.6m 0.00% Added +67.8k +67,753
35 Milestone Investment Advisors LLC 0.95% of their portfolio MIDDLETON, WI 92,76892.8k $4.4m $4.4m 0.95% Added +2.3k +2,325
36 BELLEVUE ASSET MANAGEMENT, LLC 1.81% of their portfolio BELLEVUE, WA 83,29783.3k $3.9m $3.9m 1.81% Reduced -11.1k -11,099
37 21 West Wealth Management LLC 3.09% of their portfolio TUSTIN, CA 76,79476.8k $3.6m $3.6m 3.09% Reduced -8.4k -8,352
38 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 74,68674.7k $3.5m $3.5m 0.01% Reduced -69 -69
39 HARBOUR INVESTMENT MANAGEMENT LLC 1.75% of their portfolio EDMONDS, WA 71,86071.9k $3.4m $3.4m 1.75% Added +1.0k +1,010
40 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 66,36666.4k $3.1m $3.1m 0.02% Added +14.6k +14,576
41 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 65,62465.6k $3.1m $3.1m 0.00% Added +39.8k +39,804
42 Curry Webb Wealth Management LLC 1.16% of their portfolio INDIANAPOLIS, IN 59,32059.3k $2.8m $2.8m 1.16% Reduced -2.2k -2,157
43 PROMETHIUM ADVISORS,LLC 1.30% of their portfolio BETHESDA, MD 57,26557.3k $2.7m $2.7m 1.30% Added +4.2k +4,200
44 Tradition Wealth Management, LLC 0.16% of their portfolio EDINA, MN 54,63654.6k $2.6m $2.6m 0.16% Reduced -1.6k -1,621
45 Heritage Wealth Management, Inc. 0.62% of their portfolio CINCINNATI, OH 52,68652.7k $2.5m $2.5m 0.62% Added +1.8k +1,771
46 Clear Creek Financial Management, LLC 0.15% of their portfolio SILVERDALE, WA 50,86250.9k $2.4m $2.4m 0.15% Added +5.7k +5,678
47 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 40,54940.5k $1.9m $1.9m 0.01% Added +4.7k +4,700
48 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 39,51539.5k $1.9m $1.9m 0.04% Added +18.6k +18,590
49 FAGAN ASSOCIATES, INC. 0.22% of their portfolio TROY, NY 38,75038.8k $1.8m $1.8m 0.22% Added +3.5k +3,550
50 LexAurum Advisors, LLC 0.21% of their portfolio OVERLAND PARK, KS 37,82437.8k $1.8m $1.8m 0.21% Added +20.1k +20,092
51 Clear Point Advisors Inc. 1.55% of their portfolio MELVILLE, NY 37,04037.0k $1.7m $1.7m 1.55% New
52 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.52% of their portfolio CLARKSDALE, MS 35,39135.4k $1.7m $1.7m 0.52% Added +14.3k +14,298
53 BBR PARTNERS, LLC 0.07% of their portfolio NEW YORK, NY 32,96233.0k $1.6m $1.6m 0.07% Unchanged
54 Blueprint Investment Partners LLC 0.13% of their portfolio GREENSBORO, NC 31,81731.8k $1.5m $1.5m 0.13% Added +15 +15
55 Blueprint Financial Advisors LLC 0.17% of their portfolio GREENSBOTO, NC 31,81731.8k $1.5m $1.5m 0.17% Added +15 +15
56 Diversified Portfolios, Inc. 0.11% of their portfolio Bloomfield Hills, MI 31,24831.2k $1.5m $1.5m 0.11% Added +7.4k +7,406
57 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 31,17631.2k $1.5m $1.5m 0.02% Reduced -4.6k -4,598
58 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 30,01530.0k $1.4m $1.4m 0.01% Reduced -85 -85
59 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 29,95730.0k $1.4m $1.4m 0.01% Reduced -397 -397
60 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 29,40129.4k $1.4m $1.4m 0.00% Added +11.6k +11,592
61 MCCARTER PRIVATE WEALTH SERVICES LLC 0.47% of their portfolio Boston, MA 28,69528.7k $1.4m $1.4m 0.47% New
62 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,25828.3k $1.3m $1.3m 0.00% Added +5.5k +5,453
63 BEAM WEALTH ADVISORS, INC. 0.28% of their portfolio COVINGTON, LA 27,02727.0k $1.3m $1.3m 0.28% Reduced -2.2k -2,248
64 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,74924.7k $1.2m $1.2m 0.00% Added +6.5k +6,503
65 Southeast Asset Advisors, LLC 0.11% of their portfolio THOMASVILLE, GA 23,45223.5k $1.1m $1.1m 0.11% Added +190 +190
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,26623.3k $1.1m $1.1m 0.00% Reduced -5.6k -5,586
67 Legacy Wealth Managment, LLC/ID 0.45% of their portfolio BOISE, ID 23,14023.1k $1.1m $1.1m 0.45% Added +9.5k +9,544
68 USAdvisors Wealth Management, LLC 0.31% of their portfolio EDEN PRAIRIE, MN 22,67422.7k $1.1m $1.1m 0.31% Reduced -488 -488
69 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.09% of their portfolio ALAMO, CA 22,36222.4k $1.1m $1.1m 0.09% Reduced -127 -127
70 Capstone Wealth Management, Inc. 0.76% of their portfolio BILLINGS, MT 21,43121.4k $1.0m $1.0m 0.76% Added +236 +236
71 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 21,39921.4k $1.0m $1.0m 0.03% Added +12.4k +12,426
72 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 20,62920.6k $972.0k $972.0k 0.00% Added +2.5k +2,459
73 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,82617.8k $840.4k $840.4k 0.00% Added +1.4k +1,427
74 CRA Financial Services, LLC 0.10% of their portfolio NORTHFIELD, NJ 17,63117.6k $831.2k $831.2k 0.10% Added +4.2k +4,222
75 Peck Wealth Management, LLC 0.65% of their portfolio WHITE PLAINS, NY 16,36216.4k $771.4k $771.4k 0.65% Added +7.1k +7,145
76 Interchange Capital Partners, LLC 0.14% of their portfolio PITTSBURGH, PA 16,09116.1k $758.6k $758.6k 0.14% Added +2.5k +2,491
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 15,82115.8k $745.9k $745.9k 0.00% Added +2.0k +2,000
78 MidAtlantic Capital Management, Inc. 0.43% of their portfolio RICHMOND, VA 14,65714.7k $691.0k $691.0k 0.43% Reduced -2.4k -2,409
79 GeoWealth Management, LLC 0.02% of their portfolio CHICAGO, IL 14,15914.2k $667.5k $667.5k 0.02% Reduced -975 -975
80 Lodestone Wealth Management LLC 0.23% of their portfolio SPOKANE, WA 13,97714.0k $658.9k $658.9k 0.23% Added +139 +139
81 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,75513.8k $648.5k $648.5k 0.00% Added +270 +270
82 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 13,20913.2k $622.7k $622.7k 0.00% Reduced -28.6k -28,559
83 Tempus Wealth Planning, LLC 0.12% of their portfolio IRVINE, CA 13,20213.2k $622.4k $622.4k 0.12% New
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,36212.4k $582.8k $582.8k 0.00% Added +7.2k +7,188
85 Krilogy Financial LLC 0.02% of their portfolio ST. LOUIS, MO 11,22711.2k $529.3k $529.3k 0.02% Unchanged
86 Professional Financial Advisors, LLC 0.09% of their portfolio NORTH PLATTE, NE 10,69410.7k $504.2k $504.2k 0.09% Added +103 +103
87 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 10,00010.0k $471.4k $471.4k 0.01% Unchanged
88 INVENIO WEALTH PARTNERS LLC 0.17% of their portfolio CORAL GABLES, FL 9,97810.0k $470.4k $470.4k 0.17% Unchanged
89 Vawter Financial, Ltd. 0.17% of their portfolio COLUMBUS, OH 9,3649.4k $441.5k $441.5k 0.17% Reduced -66 -66
90 MAGNOLIA CAPITAL ADVISORS LLC 0.07% of their portfolio RIDGELAND, MS 8,9909.0k $423.9k $423.9k 0.07% New
91 BCGM Wealth Management, LLC 0.09% of their portfolio LAFAYETTE, IN 8,7488.7k $412.4k $412.4k 0.09% Added +430 +430
92 Flagship Capital Management Inc. 0.26% of their portfolio MEDIA, PA 8,6208.6k $406.4k $406.4k 0.26% Added +3.0k +3,020
93 BLUEDOOR PRIVATE WEALTH, LLC 0.17% of their portfolio BEVERLY, MA 8,3608.4k $394.1k $394.1k 0.17% Reduced -2.2k -2,164
94 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 8,2368.2k $388.3k $388.3k 0.00% Added +473 +473
95 Summit Wealth Partners, LLC 0.05% of their portfolio Orlando, FL 7,5407.5k $355.5k $355.5k 0.05% Added +129 +129
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 6,6946.7k $315.6k $315.6k 0.00% Reduced -2.2k -2,209
97 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 6,2376.2k $294.0k $294.0k 0.00% New
98 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,9536.0k $280.7k $280.7k 0.00% Added +1.7k +1,666
99 Wealth Dimensions Group, Ltd. 0.05% of their portfolio CINCINNATI, OH 5,9475.9k $280.4k $280.4k 0.05% Unchanged
100 Whitegate Investment Counselors, Inc. 0.07% of their portfolio CONCORD, NH 5,4845.5k $258.5k $258.5k 0.07% Reduced -1.2k -1,224