Vault-13

J P MORGAN EXCHANGE TRADED F JPEM

DIV RTN EM EQT · ETP · CUSIP 46641Q308

113 institutional holders -13 vs Q1 2026
4,715,2604.7m shares reported held*
$296.0mreported value*
4 new 47 added 41 reduced 16 sold out net bought ≈ $1.3m (+21.4k 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 ($60.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.78.

Trends to Q2 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: 126Q2 26: 113113Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026113

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 54 bought or addedQ3 24: 48 cut or sold outQ4 24: 61 bought or addedQ4 24: 51 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 59 cut or sold outQ2 25: 57 bought or addedQ2 25: 57 cut or sold outQ2 25Q3 25: 58 bought or addedQ3 25: 42 cut or sold outQ4 25: 67 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 61 bought or addedQ1 26: 51 cut or sold outQ2 26: 51 bought or addedQ2 26: 57 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245448
Q4 20246151
Q1 20255359
Q2 20255757
Q3 20255842
Q4 20256738
Q1 20266151
Q2 20265157

Biggest buyers

Corient Private Wealth LP Added +111,874+111.9k
OLD MISSION CAPITAL LLC Added +69,965+70.0k
GOLDMAN SACHS GROUP INC Added +31,064+31.1k
MORGAN STANLEY Added +17,704+17.7k
Cambridge Investment Research Advisors, Inc. Added +13,885+13.9k
Virtu Financial LLC Added +13,697+13.7k
WELLS FARGO & COMPANY/MN Added +12,528+12.5k
OSAIC HOLDINGS, INC. Added +12,469+12.5k
AMERIPRISE FINANCIAL INC Added +11,595+11.6k
LPL Financial LLC Added +9,861+9.9k

Biggest sellers

Independent Advisor Alliance Sold out -95,046-95.0k
Tactive Advisors, LLC Reduced -48,665-48.7k
Strategic Financial Concepts, LLC Reduced -41,277-41.3k
Cerity Partners LLC Reduced -29,035-29.0k
Merit Financial Group, LLC Reduced -18,363-18.4k
Integrated Wealth Concepts LLC Reduced -12,090-12.1k
Accel Wealth Management Reduced -11,547-11.5k
JANE STREET GROUP, LLC Reduced -10,628-10.6k
BKM Wealth Management, LLC Reduced -10,388-10.4k
RHS Financial, LLC Reduced -9,924-9.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 378,373378.4k $23.8m $23.8m 0.01% Added +9.9k +9,861
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 338,153338.2k $21.2m $21.2m 0.00% Added +9.7k +9,741
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 233,928233.9k $14.7m $14.7m 0.00% Added +17.7k +17,704
4 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 206,141206.1k $12.9m $12.9m 0.01% Reduced -4.2k -4,206
5 SAM Advisors, LLC 3.45% of their portfolio OAKHURST, CA 201,299201.3k $12.6m $12.6m 3.45% Added +4.1k +4,104
6 American Money Management, LLC 1.77% of their portfolio Rancho Santa Fe, CA 196,972197.0k $12.4m $12.4m 1.77% Added +6.5k +6,535
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 180,905180.9k $11.4m $11.4m 0.00% Added +12.5k +12,528
8 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 160,092160.1k $10.1m $10.1m 0.01% Added +2.1k +2,093
9 KWB Wealth 0.84% of their portfolio REDLANDS, CA 156,463156.5k $9.8m $9.8m 0.84% Reduced -2.7k -2,728
10 OLD MISSION CAPITAL LLC 0.23% of their portfolio CHICAGO, IL 143,158143.2k $9.0m $9.0m 0.23% Added +70.0k +69,965
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 131,487131.5k $8.3m $8.3m 0.00% Added +11.6k +11,595
12 Avantax Planning Partners, Inc. 0.20% of their portfolio DUBUQUE, IA 127,408127.4k $8.0m $8.0m 0.20% Added +3.8k +3,814
13 SEGALL BRYANT & HAMILL, LLC 0.09% of their portfolio CHICAGO, IL 117,327117.3k $7.4m $7.4m 0.09% Reduced -1.2k -1,174
14 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 117,326117.3k $7.4m $7.4m 0.01% Added +111.9k +111,874
15 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 109,825109.8k $6.9m $6.9m 0.01% Reduced -29.0k -29,035
16 Linscomb Wealth, Inc. 0.30% of their portfolio Houston, TX 108,749108.7k $6.8m $6.8m 0.30% Reduced -7.3k -7,266
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 105,317105.3k $6.6m $6.6m 0.00% Added +458 +458
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 91,99792.0k $5.8m $5.8m 0.01% Added +12.5k +12,469
19 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 87,74087.7k $5.5m $5.5m 0.00% Unchanged
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 78,05178.1k $4.9m $4.9m 0.00% Reduced -5.9k -5,870
21 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 76,59076.6k $4.8m $4.8m 0.00% Added +31.1k +31,064
22 Summit Financial, LLC 0.05% of their portfolio PARSIPPANY, NJ 71,55571.6k $4.5m $4.5m 0.05% Added +8.2k +8,172
23 Avestar Capital, LLC 0.26% of their portfolio New York, NY 71,24371.2k $4.5m $4.5m 0.26% Added +4.0k +3,991
24 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 70,77770.8k $4.4m $4.4m 0.00% Added +3.5k +3,506
25 Berger Financial Group, Inc 0.22% of their portfolio PLYMOUTH, MN 68,22368.2k $4.3m $4.3m 0.22% Reduced -1.5k -1,529
26 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 64,10064.1k $4.0m $4.0m 0.01% Added +838 +838
27 Jacobi Capital Management LLC 0.18% of their portfolio PITTSTON, PA 59,24059.2k $3.7m $3.7m 0.18% Added +4.8k +4,847
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,12958.1k $3.6m $3.6m 0.00% Added +588 +588
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 50,67250.7k $3.2m $3.2m 0.00% Reduced -243 -243
30 Schiavi & Co LLC 0.81% of their portfolio WILMINGTON, DE 49,03249.0k $3.1m $3.1m 0.81% Added +5.8k +5,824
31 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 45,82145.8k $2.9m $2.9m 0.03% Added +351 +351
32 RHS Financial, LLC 1.05% of their portfolio SAN FRANCISCO, CA 41,39741.4k $2.6m $2.6m 1.05% Reduced -9.9k -9,924
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,33441.3k $2.6m $2.6m 0.00% Reduced -9.2k -9,158
34 TIEMANN INVESTMENT ADVISORS, LLC 0.84% of their portfolio MENLO PARK, CA 36,96037.0k $2.3m $2.3m 0.84% Reduced -205 -205
35 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 31,90131.9k $2.0m $2.0m 0.08% Added +6.0k +5,950
36 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,59029.6k $1.9m $1.9m 0.00% Added +3.7k +3,741
37 Birchwood Financial Partners, Inc. 1.52% of their portfolio BLOOMINGTON, MN 29,57729.6k $1.9m $1.9m 1.52% Added +737 +737
38 Tactive Advisors, LLC 0.43% of their portfolio Jacksonville, FL 27,97028.0k $1.8m $1.8m 0.43% Reduced -48.7k -48,665
39 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 27,87527.9k $1.8m $1.8m 0.05% Added +936 +936
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,12825.1k $1.6m $1.6m 0.00% Added +13.9k +13,885
41 Virtu Financial LLC 0.05% of their portfolio New York, NY 24,59324.6k $1.5m $1.5m 0.05% Added +13.7k +13,697
42 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,47424.5k $1.5m $1.5m 0.01% Added +1.2k +1,183
43 Accel Wealth Management 0.32% of their portfolio WAVERLY, IA 22,33622.3k $1.4m $1.4m 0.32% Reduced -11.5k -11,547
44 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 22,23822.2k $1.4m $1.4m 0.00% Added +1.8k +1,848
45 BKM Wealth Management, LLC 0.48% of their portfolio BROOKFIELD, WI 21,43821.4k $1.3m $1.3m 0.48% Reduced -10.4k -10,388
46 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 21,05521.1k $1.3m $1.3m 0.01% Reduced -12.1k -12,090
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 20,35520.4k $1.3m $1.3m 0.00% Reduced -10.6k -10,628
48 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 14,52914.5k $912.1k $912.1k 0.03% Added +40 +40
49 Bond & Devick Financial Network, Inc. 0.22% of their portfolio ST. LOUIS PARK, MN 14,15114.2k $888.4k $888.4k 0.22% Unchanged
50 MONECO ADVISORS, LLC 0.05% of their portfolio FAIRFIELD, CT 14,09614.1k $884.9k $884.9k 0.05% Added +800 +800
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,78113.8k $865.2k $865.2k 0.00% Reduced -477 -477
52 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 12,90512.9k $810.1k $810.1k 0.02% Added +63 +63
53 Amplius Wealth Advisors, LLC 0.06% of their portfolio BLUE BELL, PA 12,03812.0k $755.8k $755.8k 0.06% Reduced -3.1k -3,082
54 Strategic Financial Concepts, LLC 0.22% of their portfolio SAN ANTONIO, TX 11,59511.6k $727.9k $727.9k 0.22% Reduced -41.3k -41,277
55 KELLY FINANCIAL GROUP LLC 0.16% of their portfolio Wethersfield, CT 11,24611.2k $706.0k $706.0k 0.16% Reduced -477 -477
56 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 10,86110.9k $681.8k $681.8k 0.02% Added +295 +295
57 L & S Advisors Inc 0.06% of their portfolio Los Angeles, CA 9,8709.9k $619.6k $619.6k 0.06% Added +407 +407
58 5T Wealth, LLC 0.23% of their portfolio Napa, CA 9,6419.6k $605.3k $605.3k 0.23% Reduced -3.6k -3,613
59 Cedar Point Capital Partners, LLC 0.32% of their portfolio Cedar Rapids, IA 8,9478.9k $561.7k $561.7k 0.32% Reduced -1.5k -1,544
60 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.19% of their portfolio NEW YORK, NY 8,8838.9k $557.7k $557.7k 0.19% Reduced -1.6k -1,596
61 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 8,6288.6k $541.7k $541.7k 0.00% Reduced -18.4k -18,363
62 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.17% of their portfolio CLARKSDALE, MS 8,5078.5k $534.1k $534.1k 0.17% Added +271 +271
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,3078.3k $521.5k $521.5k 0.00% Added +281 +281
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,1128.1k $509.2k $509.2k 0.00% Added +2.8k +2,790
65 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,9997.0k $439.4k $439.4k 0.00% Reduced -2.3k -2,325
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,7816.8k $425.7k $425.7k 0.00% Reduced -6.7k -6,675
67 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 6,6646.7k $418.4k $418.4k 0.01% Reduced -950 -950
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,5066.5k $408.4k $408.4k 0.00% Reduced -223 -223
69 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1986.2k $389.1k $389.1k 0.00% Added +134 +134
70 SHEPHERD KAPLAN KROCHUK, LLC 0.30% of their portfolio Boston, MA 6,0786.1k $381.6k $381.6k 0.30% Reduced -585 -585
71 Sovran Advisors, LLC 0.03% of their portfolio SAN DIEGO, CA 5,6585.7k $362.1k $362.1k 0.03% Reduced -241 -241
72 Lodestone Wealth Management LLC 0.13% of their portfolio SPOKANE, WA 5,6565.7k $355.1k $355.1k 0.13% Reduced -119 -119
73 Sharkey, Howes & Javer 0.04% of their portfolio DENVER, CO 5,0025.0k $314.0k $314.0k 0.04% Reduced -2.3k -2,269
74 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 4,8704.9k $305.7k $305.7k 0.00% New
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,5004.5k $286.4k $286.4k 0.00% Reduced -565 -565
76 Richard P Slaughter Associates Inc 0.05% of their portfolio AUSTIN, TX 4,3414.3k $272.5k $272.5k 0.05% Unchanged
77 LOM Asset Management Ltd 0.07% of their portfolio Hamilton, D0 4,2554.3k $267.1k $267.1k 0.07% Unchanged
78 3Chopt Investment Partners, LLC 0.05% of their portfolio RICHMOND, VA 4,1474.1k $260.3k $260.3k 0.05% Unchanged
79 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 4,0934.1k $257.0k $257.0k 0.00% Unchanged
80 MN Wealth Advisors, LLC 0.10% of their portfolio OVERLAND PARK, KS 3,8923.9k $244.4k $244.4k 0.10% Reduced -495 -495
81 RVW Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 3,7793.8k $237.2k $237.2k 0.02% Unchanged
82 PRECEDENT WEALTH PARTNERS, LLC 0.04% of their portfolio HOUSTON, TX 3,7103.7k $232.9k $232.9k 0.04% Reduced -1.0k -1,032
83 Aprio Wealth Management, LLC 0.01% of their portfolio ATLANTA, GA 3,5003.5k $219.7k $219.7k 0.01% Unchanged
84 Walkner Condon Financial Advisors LLC 0.03% of their portfolio MADISON, WI 3,4963.5k $219.5k $219.5k 0.03% Added +83 +83
85 Asset One Wealth Management LLC 0.02% of their portfolio BELLEVUE, WA 3,4663.5k $220.7k $220.7k 0.02% Reduced -3.5k -3,488
86 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 0.16% of their portfolio APPLETON, WI 3,2463.2k $203.8k $203.8k 0.16% New
87 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 3,1303.1k $196.5k $196.5k 0.00% Unchanged
88 Harbor Asset Planning, Inc. 0.12% of their portfolio BELMONT, MA 2,4632.5k $154.6k $154.6k 0.12% Added +28 +28
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,2392.2k $140.6k $140.6k 0.00% Added +991 +991
90 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,7541.8k $110.1k $110.1k 0.00% Added +643 +643
91 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 1,5781.6k $99.1k $99.1k 0.01% Reduced -76 -76
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,5621.6k $98.1k $98.1k 0.00% Added +1.4k +1,408
93 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,2271.2k $77.0k $77.0k 0.01% New
94 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 968968 $60.8k $60.8k 0.00% Unchanged
95 RICHARDS, MERRILL & PETERSON, INC. 0.02% of their portfolio SPOKANE, WA 846846 $53.1k $53.1k 0.02% Unchanged
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 662662 $41.5k $41.5k 0.00% Added +7 +7
97 First Pacific Financial 0.00% of their portfolio VANCOUVER, WA 420420 $26.4k $26.4k 0.00% Reduced -106 -106
98 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 350350 $22.0k $22.0k 0.00% Unchanged
99 FMR LLC 0.00% of their portfolio BOSTON, MA 335335 $21.0k $21.0k 0.00% Unchanged
100 Wagner Wealth Management, LLC 0.00% of their portfolio GREENVILLE, SC 287287 $18.0k $18.0k 0.00% Added +4 +4