Vault-13

J P MORGAN EXCHANGE TRADED F JIG

INTERNL GWT · ETP · CUSIP 46641Q324

89 institutional holders +7 vs Q4 2025
4,058,3914.1m shares reported held*
$300.6mreported value*
19 new 40 added 22 reduced 8 sold out net bought ≈ $84.7m (+1.1m 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 ($393.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.07.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 27Q4 22: 27Q1 23: 32Q2 23: 33Q3 23: 35Q4 23: 41Q1 24: 39Q2 24: 36Q3 24: 39Q4 24: 37Q1 25: 35Q2 25: 40Q3 25: 67Q4 25: 82Q1 26: 8989Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202227
Q4 202227
Q1 202332
Q2 202333
Q3 202335
Q4 202341
Q1 202439
Q2 202436
Q3 202439
Q4 202437
Q1 202535
Q2 202540
Q3 202567
Q4 202582
Q1 202689

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 15 bought or addedQ2 24: 14 cut or sold outQ3 24: 18 bought or addedQ3 24: 14 cut or sold outQ3 24Q4 24: 20 bought or addedQ4 24: 14 cut or sold outQ1 25: 9 bought or addedQ1 25: 24 cut or sold outQ1 25Q2 25: 17 bought or addedQ2 25: 18 cut or sold outQ3 25: 48 bought or addedQ3 25: 15 cut or sold outQ3 25Q4 25: 49 bought or addedQ4 25: 29 cut or sold outQ1 26: 59 bought or addedQ1 26: 30 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241514
Q3 20241814
Q4 20242014
Q1 2025924
Q2 20251718
Q3 20254815
Q4 20254929
Q1 20265930

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +658,625+658.6k
JONES FINANCIAL COMPANIES LLLP Added +81,703+81.7k
LPL Financial LLC Added +55,715+55.7k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +50,474+50.5k
JPMORGAN CHASE & CO Added +47,370+47.4k
SAGESPRING WEALTH PARTNERS, LLC New +41,862+41.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +37,361+37.4k
PARK AVENUE SECURITIES LLC New +34,151+34.2k
Cetera Investment Advisers Added +31,225+31.2k
ENVESTNET ASSET MANAGEMENT INC Added +26,028+26.0k

Biggest sellers

CITADEL ADVISORS LLC Reduced -27,522-27.5k
ROYAL BANK OF CANADA Reduced -11,117-11.1k
SOL Capital Management CO Sold out -10,265-10.3k
Thrivent Financial for Lutherans Sold out -9,116-9.1k
ASSETMARK, INC Reduced -4,485-4.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Sold out -4,006-4.0k
OSAIC HOLDINGS, INC. Reduced -3,088-3.1k
MML INVESTORS SERVICES, LLC Reduced -1,645-1.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -1,223-1.2k
Cambridge Investment Research Advisors, Inc. Reduced -1,013-1.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 741,323741.3k $55.0m $55.0m 0.01% Added +55.7k +55,715
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 660,453660.5k $49.0m $49.0m 0.00% Added +658.6k +658,625
3 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 297,680297.7k $22.1m $22.1m 0.01% Added +26.0k +26,028
4 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 278,618278.6k $20.7m $20.7m 0.05% Added +16.2k +16,226
5 Vestmark Advisory Solutions, Inc. 0.18% of their portfolio Wakefield, MA 212,933212.9k $15.8m $15.8m 0.18% Added +15.5k +15,533
6 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 209,765209.8k $15.1m $15.1m 0.01% Added +81.7k +81,703
7 FIRST AMERICAN TRUST, FSB 0.94% of their portfolio SANTA ANA, CA 188,740188.7k $14.0m $14.0m 0.94% Added +1.2k +1,160
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 160,485160.5k $11.9m $11.9m 0.01% Added +31.2k +31,225
9 Cornerstone Wealth Management, LLC 0.43% of their portfolio ST. PETERS, MO 114,771114.8k $8.5m $8.5m 0.43% Added +18.7k +18,725
10 Key Financial Inc 1.35% of their portfolio WEST CHESTER, PA 101,863101.9k $7.6m $7.6m 1.35% Added +1.8k +1,768
11 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 99,18899.2k $7.4m $7.4m 0.02% Reduced -4.5k -4,485
12 FIDELITY D & D BANCORP INC 2.86% of their portfolio Dunmore, PA 95,95696.0k $7.1m $7.1m 2.86% Added +542 +542
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 92,39192.4k $6.6m $6.6m 0.00% Added +47.4k +47,370
14 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 90,51490.5k $6.7m $6.7m 0.02% Reduced -1.0k -1,013
15 Prism Advisors, Inc. 1.13% of their portfolio STUDIO CITY, CA 56,76956.8k $4.2m $4.2m 1.13% Added +187 +187
16 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,97651.0k $3.8m $3.8m 0.00% Reduced -338 -338
17 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 50,47450.5k $3.7m $3.7m 0.00% New
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 42,28942.3k $3.1m $3.1m 0.00% Added +17.6k +17,590
19 SAGESPRING WEALTH PARTNERS, LLC 0.06% of their portfolio FRANKLIN, TN 41,86241.9k $3.1m $3.1m 0.06% New
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,36137.4k $2.8m $2.8m 0.00% New
21 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 34,15134.2k $2.5m $2.5m 0.02% New
22 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 32,76532.8k $2.4m $2.4m 0.01% Reduced -1.6k -1,645
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,43825.4k $1.9m $1.9m 0.00% Added +6.3k +6,347
24 ABOUND FINANCIAL, LLC 0.80% of their portfolio GRANITE BAY, CA 24,71324.7k $1.8m $1.8m 0.80% Unchanged
25 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 23,91123.9k $1.8m $1.8m 0.00% Added +11.1k +11,091
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,26821.3k $1.6m $1.6m 0.00% Reduced -1.2k -1,223
27 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 19,19219.2k $1.4m $1.4m 0.01% New
28 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,07119.1k $1.4m $1.4m 0.00% Reduced -3.1k -3,088
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,70815.7k $1.2m $1.2m 0.00% Reduced -11.1k -11,117
30 SAXON INTERESTS, INC. 0.39% of their portfolio HOUSTON, TX 15,13315.1k $1.1m $1.1m 0.39% Reduced -106 -106
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 12,11812.1k $899.6k $899.6k 0.00% Reduced -27.5k -27,522
32 Hopwood Nicholas Hunter 0.28% of their portfolio PLYMOUTH, MI 11,82811.8k $878.1k $878.1k 0.28% Added +609 +609
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,32911.3k $841.1k $841.1k 0.00% Reduced -733 -733
34 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 10,83110.8k $804.1k $804.1k 0.00% Added +4.8k +4,824
35 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,16510.2k $755.0k $755.0k 0.00% New
36 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 9,5919.6k $712.1k $712.1k 0.02% Reduced -27 -27
37 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 8,1818.2k $671.7k $671.7k 0.02% Reduced -797 -797
38 MassMutual Private Wealth & Trust, FSB 0.02% of their portfolio Windsor, CT 7,6157.6k $565.3k $565.3k 0.02% Reduced -264 -264
39 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 7,4877.5k $555.8k $555.8k 0.00% Added +1.5k +1,461
40 Dominguez Wealth Management Solutions, Inc. 0.32% of their portfolio WILLIAMSBURG, VA 7,1837.2k $533.3k $533.3k 0.32% Reduced -270 -270
41 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 6,7296.7k $499.6k $499.6k 0.02% Added +3.8k +3,751
42 Tidemark, LLC 0.12% of their portfolio SAN DIEGO, CA 6,3176.3k $468.9k $468.9k 0.12% Unchanged
43 UNIQUE WEALTH, LLC 0.06% of their portfolio TAMPA, FL 5,6445.6k $419.0k $419.0k 0.06% New
44 Ascentis Independent Advisors 0.03% of their portfolio DALLAS, TX 5,5315.5k $410.6k $410.6k 0.03% Reduced -746 -746
45 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 4,9434.9k $367.0k $367.0k 0.00% Reduced -64 -64
46 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,9134.9k $364.7k $364.7k 0.01% Added +1.8k +1,824
47 Wayfinding Financial, LLC 0.16% of their portfolio LYNNWOOD, WA 4,8244.8k $358.0k $358.0k 0.16% Added +384 +384
48 LAKE STREET PRIVATE WEALTH, LLC 0.04% of their portfolio CHICAGO, IL 4,7314.7k $351.2k $351.2k 0.04% Added +284 +284
49 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 4,4794.5k $332.5k $332.5k 0.00% New
50 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 4,4354.4k $329.3k $329.3k 0.01% Added +214 +214
51 LOCKERMAN FINANCIAL GROUP, INC. 0.59% of their portfolio NEWPORT BEACH, CA 4,4184.4k $328.0k $328.0k 0.59% Added +45 +45
52 Freedom Investment Management, Inc. 0.10% of their portfolio SOUTH WINDSOR, CT 4,3634.4k $323.9k $323.9k 0.10% Reduced -853 -853
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,8673.9k $287.1k $287.1k 0.00% Reduced -20 -20
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,5173.5k $261.1k $261.1k 0.00% Added +155 +155
55 Amplius Wealth Advisors, LLC 0.02% of their portfolio BLUE BELL, PA 3,4323.4k $254.8k $254.8k 0.02% Unchanged
56 Elevation Wealth Management LLC 0.23% of their portfolio EDEN PRAIRIE, MN 3,4133.4k $253.4k $253.4k 0.23% Added +73 +73
57 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 3,3973.4k $252.2k $252.2k 0.00% Unchanged
58 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% of their portfolio CONCORD, MA 3,3543.4k $249.0k $249.0k 0.03% Added +230 +230
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,0683.1k $227.8k $227.8k 0.00% Added +2.8k +2,753
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,0663.1k $227.6k $227.6k 0.00% New
61 Bedel Financial Consulting, Inc. 0.02% of their portfolio INDIANAPOLIS, IN 2,8992.9k $215.2k $215.2k 0.02% Reduced -211 -211
62 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 2,8102.8k $208.6k $208.6k 0.00% New
63 3Chopt Investment Partners, LLC 0.04% of their portfolio RICHMOND, VA 2,4682.5k $183.2k $183.2k 0.04% Added +209 +209
64 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,2852.3k $169.7k $169.7k 0.00% Added +166 +166
65 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 2,1402.1k $158.9k $158.9k 0.01% Added +64 +64
66 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,0082.0k $149.1k $149.1k 0.01% Added +120 +120
67 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,5701.6k $116.6k $116.6k 0.01% Added +63 +63
68 RICHARDSON FINANCIAL SERVICES INC. 0.07% of their portfolio MEDWAY, MA 1,4471.4k $107.4k $107.4k 0.07% Reduced -98 -98
69 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2291.2k $92.8k $92.8k 0.00% Reduced -141 -141
70 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 831831 $61.7k $61.7k 0.00% Reduced -23 -23
71 Tripletail Wealth Management, LLC 0.07% of their portfolio ORLANDO, FL 725725 $54.3k $54.3k 0.07% New
72 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 551551 $40.9k $40.9k 0.00% New
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 398398 $29.5k $29.5k 0.00% New
74 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 349349 $25.9k $25.9k 0.00% Added +65 +65
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 230230 $17.1k $17.1k 0.00% Added +194 +194
76 Cordgrass Capital Advisors, LLC 0.00% of their portfolio RALEIGH, NC 211211 $15.7k $15.7k 0.00% Added +112 +112
77 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 195195 $14.5k $14.5k 0.00% Unchanged
78 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 176176 $13.1k $13.1k 0.00% Added +169 +169
79 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 150150 $11.0k $11.0k 0.00% New
80 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 105105 $7.8k $7.8k 0.00% New
81 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 8888 $7.2k $7.2k 0.00% New
82 TWIN PEAKS WEALTH ADVISORS, LLC 0.00% of their portfolio SAN FRANCISCO, CA 8181 $6.0k $6.0k 0.00% New
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4141 $3.0k $3.0k 0.00% New
84 CWM, LLC 0.00% of their portfolio OMAHA, NE 4141 $3.0k $3.0k 0.00% Added +24 +24
85 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 4141 $3.0k $3.0k 0.00% Unchanged
86 GODSEY & GIBB, INC 0.00% of their portfolio RICHMOND, VA 3939 $2.9k $2.9k 0.00% Unchanged
87 KERR FINANCIAL PLANNING Corp 0.00% of their portfolio FRESNO, CA 2828 $2.2k $2.2k 0.00% Added +1 +1
88 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 1818 $1.3k $1.3k 0.00% New
89 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 22 $149 $149 0.00% Unchanged