Vault-13

J P MORGAN EXCHANGE TRADED F JPEM

DIV RTN EM EQT · ETP · CUSIP 46641Q308

126 institutional holders +9 vs Q4 2025
4,726,7644.7m shares reported held*
$293.2mreported value*
20 new 41 added 44 reduced 7 sold out net sold ≈ $14.3m (-230.2k 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 ($60.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.03.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 59Q4 22: 80Q1 23: 88Q2 23: 102Q3 23: 108Q4 23: 112Q1 24: 114Q2 24: 121Q3 24: 114Q4 24: 122Q1 25: 117Q2 25: 117Q3 25: 107Q4 25: 117Q1 26: 126126Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202259
Q4 202280
Q1 202388
Q2 2023102
Q3 2023108
Q4 2023112
Q1 2024114
Q2 2024121
Q3 2024114
Q4 2024122
Q1 2025117
Q2 2025117
Q3 2025107
Q4 2025117
Q1 2026126

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 54 bought or addedQ2 24: 60 cut or sold outQ3 24: 54 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 51 cut or sold outQ1 25: 53 bought or addedQ1 25: 59 cut or sold outQ1 25Q2 25: 57 bought or addedQ2 25: 57 cut or sold outQ3 25: 58 bought or addedQ3 25: 42 cut or sold outQ3 25Q4 25: 67 bought or addedQ4 25: 38 cut or sold outQ1 26: 61 bought or addedQ1 26: 51 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245460
Q3 20245448
Q4 20246151
Q1 20255359
Q2 20255757
Q3 20255842
Q4 20256738
Q1 20266151

Biggest buyers

Independent Advisor Alliance New +95,046+95.0k
UBS Group AG Added +94,464+94.5k
OLD MISSION CAPITAL LLC New +73,193+73.2k
WELLS FARGO & COMPANY/MN Added +54,170+54.2k
CITADEL ADVISORS LLC New +50,492+50.5k
GOLDMAN SACHS GROUP INC Added +33,939+33.9k
JANE STREET GROUP, LLC New +30,983+31.0k
Summit Financial, LLC Added +27,836+27.8k
FLOW TRADERS U.S. LLC New +25,951+26.0k
JONES FINANCIAL COMPANIES LLLP Added +22,474+22.5k

Biggest sellers

Corient Private Wealth LP Reduced -258,230-258.2k
Prime Capital Investment Advisors, LLC Reduced -174,682-174.7k
Amplius Wealth Advisors, LLC Reduced -122,498-122.5k
Tactive Advisors, LLC Reduced -54,789-54.8k
LPL Financial LLC Reduced -49,111-49.1k
MORGAN STANLEY Reduced -38,746-38.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -29,432-29.4k
Cetera Investment Advisers Reduced -25,915-25.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -22,531-22.5k
Cedar Point Capital Partners, LLC Reduced -21,989-22.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 368,512368.5k $22.9m $22.9m 0.01% Reduced -49.1k -49,111
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 328,412328.4k $20.4m $20.4m 0.00% Added +479 +479
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 216,224216.2k $13.4m $13.4m 0.00% Reduced -38.7k -38,746
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 210,347210.3k $13.1m $13.1m 0.01% Reduced -25.9k -25,915
5 SAM Advisors, LLC 3.84% of their portfolio OAKHURST, CA 197,195197.2k $12.3m $12.3m 3.84% Added +2.6k +2,617
6 American Money Management, LLC 1.87% of their portfolio Rancho Santa Fe, CA 190,437190.4k $11.8m $11.8m 1.87% Added +4.0k +3,965
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 168,377168.4k $10.5m $10.5m 0.00% Added +54.2k +54,170
8 KWB Wealth 0.96% of their portfolio REDLANDS, CA 159,191159.2k $9.7m $9.7m 0.96% Unchanged
9 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 157,999158.0k $9.8m $9.8m 0.01% Added +1.7k +1,726
10 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 138,860138.9k $8.6m $8.6m 0.01% Added +6.0k +6,021
11 Avantax Planning Partners, Inc. 0.21% of their portfolio DUBUQUE, IA 123,594123.6k $7.7m $7.7m 0.21% Added +1.0k +1,049
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 119,892119.9k $7.4m $7.4m 0.00% Added +8.5k +8,469
13 SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio CHICAGO, IL 118,501118.5k $7.4m $7.4m 0.11% Reduced -6.9k -6,915
14 Linscomb Wealth, Inc. 0.32% of their portfolio Houston, TX 116,015116.0k $7.2m $7.2m 0.32% Reduced -20.6k -20,557
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 104,859104.9k $6.5m $6.5m 0.00% Added +94.5k +94,464
16 Independent Advisor Alliance 0.06% of their portfolio CHARLOTTE, NC 95,04695.0k $5.9m $5.9m 0.06% New
17 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 87,74087.7k $5.5m $5.5m 0.01% Unchanged
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 83,92183.9k $5.1m $5.1m 0.00% Added +939 +939
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 79,52879.5k $4.9m $4.9m 0.01% Reduced -11.7k -11,713
20 Tactive Advisors, LLC 1.34% of their portfolio Jacksonville, FL 76,63576.6k $4.8m $4.8m 1.34% Reduced -54.8k -54,789
21 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 73,19373.2k $4.5m $4.5m 0.11% New
22 Berger Financial Group, Inc 0.24% of their portfolio PLYMOUTH, MN 69,75269.8k $4.3m $4.3m 0.24% Reduced -93 -93
23 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 67,27167.3k $4.0m $4.0m 0.00% Added +22.5k +22,474
24 Avestar Capital, LLC 0.29% of their portfolio New York, NY 67,25267.3k $4.2m $4.2m 0.29% Added +1.1k +1,102
25 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 63,38363.4k $3.9m $3.9m 0.05% Added +27.8k +27,836
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 63,26263.3k $3.9m $3.9m 0.01% Reduced -29.4k -29,432
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 57,54157.5k $3.6m $3.6m 0.00% Added +1.4k +1,381
28 Jacobi Capital Management LLC 0.19% of their portfolio PITTSTON, PA 54,39354.4k $3.4m $3.4m 0.19% Added +6.1k +6,136
29 Strategic Financial Concepts, LLC 0.81% of their portfolio SAN ANTONIO, TX 52,87252.9k $3.3m $3.3m 0.81% Added +22.3k +22,321
30 RHS Financial, LLC 1.51% of their portfolio SAN FRANCISCO, CA 51,32151.3k $3.2m $3.2m 1.51% Reduced -8.4k -8,427
31 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 50,91550.9k $3.2m $3.2m 0.00% Reduced -609 -609
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 50,49250.5k $3.1m $3.1m 0.00% New
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 45,52645.5k $2.8m $2.8m 0.00% Added +33.9k +33,939
34 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 45,47045.5k $2.8m $2.8m 0.04% Reduced -2.0k -1,958
35 Schiavi & Co LLC 0.80% of their portfolio WILMINGTON, DE 43,20843.2k $2.7m $2.7m 0.80% Reduced -3.0k -3,044
36 TIEMANN INVESTMENT ADVISORS, LLC 0.91% of their portfolio MENLO PARK, CA 37,16537.2k $2.3m $2.3m 0.91% Reduced -292 -292
37 Accel Wealth Management 0.55% of their portfolio WAVERLY, IA 33,88333.9k $2.1m $2.1m 0.55% Added +346 +346
38 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 33,14533.1k $2.1m $2.1m 0.02% Added +21.6k +21,643
39 BKM Wealth Management, LLC 0.72% of their portfolio BROOKFIELD, WI 31,82631.8k $2.0m $2.0m 0.72% Added +1.5k +1,520
40 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,98331.0k $1.9m $1.9m 0.00% New
41 Birchwood Financial Partners, Inc. 1.73% of their portfolio BLOOMINGTON, MN 28,84028.8k $1.8m $1.8m 1.73% Added +107 +107
42 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 26,99127.0k $1.7m $1.7m 0.01% Reduced -4.9k -4,907
43 Focus Financial Network, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 26,93926.9k $1.7m $1.7m 0.06% Added +1.7k +1,737
44 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 25,95126.0k $1.6m $1.6m 0.05% New
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,84925.8k $1.6m $1.6m 0.00% Added +1.8k +1,803
46 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 23,29123.3k $1.5m $1.5m 0.01% Reduced -1.0k -1,003
47 SIGNET FINANCIAL MANAGEMENT, LLC 0.15% of their portfolio PARSIPPANY, NJ 21,46721.5k $1.3m $1.3m 0.15% Added +2.6k +2,586
48 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 20,39020.4k $1.3m $1.3m 0.00% New
49 Amplius Wealth Advisors, LLC 0.08% of their portfolio BLUE BELL, PA 15,12015.1k $939.4k $939.4k 0.08% Reduced -122.5k -122,498
50 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 14,48914.5k $900.2k $900.2k 0.03% Unchanged
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,25814.3k $885.8k $885.8k 0.00% Reduced -22.5k -22,531
52 Bond & Devick Financial Network, Inc. 0.25% of their portfolio ST. LOUIS PARK, MN 14,15114.2k $879.2k $879.2k 0.25% Reduced -35 -35
53 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 13,45613.5k $836.0k $836.0k 0.00% Reduced -465 -465
54 MONECO ADVISORS, LLC 0.06% of their portfolio FAIRFIELD, CT 13,29613.3k $826.0k $826.0k 0.06% Added +2.3k +2,305
55 5T Wealth, LLC 0.33% of their portfolio Napa, CA 13,25413.3k $823.4k $823.4k 0.33% Added +233 +233
56 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 12,84212.8k $797.8k $797.8k 0.03% New
57 KELLY FINANCIAL GROUP LLC 0.18% of their portfolio Wethersfield, CT 11,72311.7k $728.3k $728.3k 0.18% Added +570 +570
58 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,24311.2k $699.0k $699.0k 0.00% Added +535 +535
59 Virtu Financial LLC 0.03% of their portfolio New York, NY 10,89610.9k $677.0k $677.0k 0.03% New
60 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 10,56610.6k $656.4k $656.4k 0.02% Reduced -29 -29
61 Cedar Point Capital Partners, LLC 0.42% of their portfolio Cedar Rapids, IA 10,49110.5k $651.8k $651.8k 0.42% Reduced -22.0k -21,989
62 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.24% of their portfolio NEW YORK, NY 10,47910.5k $651.0k $651.0k 0.24% Reduced -764 -764
63 Contango Wealth Management LLC 0.75% of their portfolio OAKLAND, CA 10,39110.4k $645.6k $645.6k 0.75% Reduced -1.3k -1,280
64 L & S Advisors Inc 0.07% of their portfolio Los Angeles, CA 9,4639.5k $587.9k $587.9k 0.07% Added +163 +163
65 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 9,3249.3k $569.9k $569.9k 0.00% Added +2.5k +2,533
66 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.22% of their portfolio CLARKSDALE, MS 8,2368.2k $511.6k $511.6k 0.22% Reduced -3 -3
67 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,0268.0k $498.6k $498.6k 0.00% Added +340 +340
68 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 7,6147.6k $473.1k $473.1k 0.01% Added +1.0k +1,043
69 Sharkey, Howes & Javer 0.06% of their portfolio DENVER, CO 7,2717.3k $451.7k $451.7k 0.06% Reduced -2.7k -2,713
70 Asset One Wealth Management LLC 0.05% of their portfolio BELLEVUE, WA 6,9547.0k $453.9k $453.9k 0.05% Reduced -50 -50
71 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,7296.7k $418.0k $418.0k 0.00% Reduced -74 -74
72 SHEPHERD KAPLAN KROCHUK, LLC 0.35% of their portfolio Boston, MA 6,6636.7k $413.9k $413.9k 0.35% Reduced -1.5k -1,482
73 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,0646.1k $376.7k $376.7k 0.00% Reduced -922 -922
74 Sovran Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 5,8995.9k $382.7k $382.7k 0.03% Reduced -4.4k -4,381
75 Lodestone Wealth Management LLC 0.14% of their portfolio SPOKANE, WA 5,7755.8k $358.8k $358.8k 0.14% Reduced -5 -5
76 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 5,4525.5k $338.7k $338.7k 0.00% Reduced -258.2k -258,230
77 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,3225.3k $330.7k $330.7k 0.00% Added +10 +10
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,0655.1k $315.6k $315.6k 0.00% Reduced -10.7k -10,679
79 PRECEDENT WEALTH PARTNERS, LLC 0.06% of their portfolio HOUSTON, TX 4,7424.7k $294.6k $294.6k 0.06% Reduced -786 -786
80 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 4,5624.6k $283.4k $283.4k 0.00% Reduced -174.7k -174,682
81 MN Wealth Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 4,3874.4k $272.6k $272.6k 0.13% Added +422 +422
82 Richard P Slaughter Associates Inc 0.06% of their portfolio AUSTIN, TX 4,3414.3k $269.7k $269.7k 0.06% Unchanged
83 LOM Asset Management Ltd 0.08% of their portfolio Hamilton, D0 4,2554.3k $264.3k $264.3k 0.08% Added +1.2k +1,200
84 3Chopt Investment Partners, LLC 0.06% of their portfolio RICHMOND, VA 4,1474.1k $257.6k $257.6k 0.06% Unchanged
85 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 4,0934.1k $254.3k $254.3k 0.00% New
86 RVW Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 3,7793.8k $234.8k $234.8k 0.02% Unchanged
87 49 WEALTH MANAGEMENT, LLC 0.02% of their portfolio AUSTIN, TX 3,6713.7k $228.1k $228.1k 0.02% Reduced -458 -458
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 3,5923.6k $223.2k $223.2k 0.00% New
89 Aprio Wealth Management, LLC 0.01% of their portfolio ATLANTA, GA 3,5003.5k $217.4k $217.4k 0.01% Unchanged
90 Walkner Condon Financial Advisors LLC 0.03% of their portfolio MADISON, WI 3,4133.4k $212.0k $212.0k 0.03% Unchanged
91 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,2523.3k $202.0k $202.0k 0.00% New
92 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,1303.1k $194.5k $194.5k 0.00% New
93 Harbor Asset Planning, Inc. 0.13% of their portfolio BELMONT, MA 2,4352.4k $151.4k $151.4k 0.13% Added +7 +7
94 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,3452.3k $145.7k $145.7k 0.00% Unchanged
95 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 1,6541.7k $102.8k $102.8k 0.01% Unchanged
96 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6231.6k $100.8k $100.8k 0.01% Unchanged
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2481.2k $77.9k $77.9k 0.00% Unchanged
98 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2081.2k $75.0k $75.0k 0.00% Added +242 +242
99 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,1111.1k $69.0k $69.0k 0.00% Added +23 +23
100 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 968968 $60.1k $60.1k 0.00% New