Vault-13

J P MORGAN EXCHANGE TRADED F JIG

INTERNL GWT · ETP · CUSIP 46641Q324

90 institutional holders +1 vs Q1 2026
4,506,3364.5m shares reported held*
$392.0mreported value*
8 new 41 added 26 reduced 8 sold out net bought ≈ $38.9m (+446.1k 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 ($479.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $86.98.

Trends to Q2 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: 89Q2 26: 9090Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202690

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 18 bought or addedQ3 24: 14 cut or sold outQ4 24: 20 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 24 cut or sold outQ2 25: 17 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 48 bought or addedQ3 25: 15 cut or sold outQ4 25: 49 bought or addedQ4 25: 29 cut or sold outQ4 25Q1 26: 59 bought or addedQ1 26: 30 cut or sold outQ2 26: 49 bought or addedQ2 26: 34 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241814
Q4 20242014
Q1 2025924
Q2 20251718
Q3 20254815
Q4 20254929
Q1 20265930
Q2 20264934

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +135,823+135.8k
LPL Financial LLC Added +75,391+75.4k
Schwallier Wealth Management LLC New +59,168+59.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +48,595+48.6k
JPMORGAN CHASE & CO Added +31,816+31.8k
A4 Wealth Advisors LLC New +29,248+29.2k
Cornerstone Wealth Management, LLC Added +26,355+26.4k
Cetera Investment Advisers Added +23,994+24.0k
ENVESTNET ASSET MANAGEMENT INC Added +16,025+16.0k
NATIXIS ADVISORS, LLC Added +14,663+14.7k

Biggest sellers

JANE STREET GROUP, LLC Reduced -36,187-36.2k
Mariner, LLC Sold out -11,329-11.3k
CITADEL ADVISORS LLC Reduced -9,193-9.2k
ASSETMARK, INC Reduced -6,743-6.7k
STIFEL FINANCIAL CORP Reduced -6,332-6.3k
BANK OF AMERICA CORP /DE/ Reduced -6,074-6.1k
Ascentis Independent Advisors Sold out -5,531-5.5k
Prism Advisors, Inc. Reduced -4,667-4.7k
Gateway Wealth Partners, LLC Reduced -3,628-3.6k
NewEdge Advisors, LLC Sold out -3,517-3.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 816,714816.7k $71.2m $71.2m 0.02% Added +75.4k +75,391
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 654,379654.4k $57.0m $57.0m 0.00% Reduced -6.1k -6,074
3 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 345,588345.6k $29.4m $29.4m 0.01% Added +135.8k +135,823
4 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 313,705313.7k $27.3m $27.3m 0.01% Added +16.0k +16,025
5 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 280,224280.2k $24.4m $24.4m 0.05% Added +1.6k +1,606
6 Vestmark Advisory Solutions, Inc. 0.17% of their portfolio Wakefield, MA 212,913212.9k $18.6m $18.6m 0.17% Reduced -20 -20
7 FIRST AMERICAN TRUST, FSB 1.06% of their portfolio SANTA ANA, CA 200,823200.8k $17.5m $17.5m 1.06% Added +12.1k +12,083
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 184,479184.5k $16.1m $16.1m 0.01% Added +24.0k +23,994
9 Cornerstone Wealth Management, LLC 0.53% of their portfolio ST. PETERS, MO 141,126141.1k $12.3m $12.3m 0.53% Added +26.4k +26,355
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 124,207124.2k $10.7m $10.7m 0.00% Added +31.8k +31,816
11 Key Financial Inc 1.47% of their portfolio WEST CHESTER, PA 102,869102.9k $9.0m $9.0m 1.47% Added +1.0k +1,006
12 FIDELITY D & D BANCORP INC 2.78% of their portfolio Dunmore, PA 92,81392.8k $8.1m $8.1m 2.78% Reduced -3.1k -3,143
13 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 92,44592.4k $8.1m $8.1m 0.01% Reduced -6.7k -6,743
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 91,29291.3k $8.0m $8.0m 0.01% Added +778 +778
15 Schwallier Wealth Management LLC 3.26% of their portfolio GRAND RAPIDS, MI 59,16859.2k $5.2m $5.2m 3.26% New
16 Prism Advisors, Inc. 1.10% of their portfolio STUDIO CITY, CA 52,10252.1k $4.5m $4.5m 1.10% Reduced -4.7k -4,667
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 51,66351.7k $4.5m $4.5m 0.00% Added +48.6k +48,595
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 50,47450.5k $4.4m $4.4m 0.00% Unchanged
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 50,18750.2k $4.4m $4.4m 0.00% Reduced -789 -789
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,79544.8k $3.9m $3.9m 0.00% Added +7.4k +7,434
21 SAGESPRING WEALTH PARTNERS, LLC 0.06% of their portfolio FRANKLIN, TN 42,40842.4k $3.7m $3.7m 0.06% Added +546 +546
22 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 38,57438.6k $3.4m $3.4m 0.00% Added +14.7k +14,663
23 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 36,99937.0k $3.2m $3.2m 0.01% Added +4.2k +4,234
24 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 32,33332.3k $2.8m $2.8m 0.02% Reduced -1.8k -1,818
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,83830.8k $2.7m $2.7m 0.00% Added +11.8k +11,767
26 A4 Wealth Advisors LLC 1.72% of their portfolio HUNTERSVILLE, NC 29,24829.2k $2.5m $2.5m 1.72% New
27 ABOUND FINANCIAL, LLC 0.85% of their portfolio GRANITE BAY, CA 24,33424.3k $2.1m $2.1m 0.85% Reduced -379 -379
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,45322.5k $2.0m $2.0m 0.00% Added +1.2k +1,185
29 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 19,19219.2k $1.7m $1.7m 0.01% Unchanged
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,10619.1k $1.7m $1.7m 0.00% Reduced -6.3k -6,332
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,77915.8k $1.4m $1.4m 0.00% Added +71 +71
32 SAXON INTERESTS, INC. 0.36% of their portfolio HOUSTON, TX 15,13315.1k $1.3m $1.3m 0.36% Unchanged
33 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 14,53214.5k $1.3m $1.3m 0.01% Added +3.7k +3,701
34 Hopwood Nicholas Hunter 0.30% of their portfolio PLYMOUTH, MI 12,75012.8k $1.1m $1.1m 0.30% Added +922 +922
35 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 12,24612.2k $1.1m $1.1m 0.00% New
36 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 10,58410.6k $922.7k $922.7k 0.00% Added +3.1k +3,097
37 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,24010.2k $893.0k $893.0k 0.00% Added +75 +75
38 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 9,7039.7k $845.9k $845.9k 0.02% Added +112 +112
39 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 9,6759.7k $843.4k $843.4k 0.00% Added +4.7k +4,732
40 UNIQUE WEALTH, LLC 0.10% of their portfolio TAMPA, FL 9,4799.5k $826.3k $826.3k 0.10% Added +3.8k +3,835
41 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 8,2228.2k $716.8k $716.8k 0.02% Added +41 +41
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 8,0068.0k $698.0k $698.0k 0.00% Added +5.7k +5,721
43 MassMutual Private Wealth & Trust, FSB 0.02% of their portfolio Windsor, CT 7,0547.1k $614.9k $614.9k 0.02% Reduced -561 -561
44 Dominguez Wealth Management Solutions, Inc. 0.32% of their portfolio WILLIAMSBURG, VA 6,6106.6k $576.2k $576.2k 0.32% Reduced -573 -573
45 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,1026.1k $531.9k $531.9k 0.00% Reduced -36.2k -36,187
46 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 5,6845.7k $495.5k $495.5k 0.01% Added +771 +771
47 Tidemark, LLC 0.11% of their portfolio SAN DIEGO, CA 5,5625.6k $484.8k $484.8k 0.11% Reduced -755 -755
48 Wayfinding Financial, LLC 0.16% of their portfolio LYNNWOOD, WA 4,9525.0k $431.0k $431.0k 0.16% Added +128 +128
49 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 4,9384.9k $430.5k $430.5k 0.01% Added +459 +459
50 LOCKERMAN FINANCIAL GROUP, INC. 0.64% of their portfolio NEWPORT BEACH, CA 4,8274.8k $420.8k $420.8k 0.64% Added +409 +409
51 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 4,6024.6k $401.2k $401.2k 0.11% Added +239 +239
52 LAKE STREET PRIVATE WEALTH, LLC 0.05% of their portfolio CHICAGO, IL 4,5254.5k $394.5k $394.5k 0.05% Reduced -206 -206
53 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 4,4264.4k $385.8k $385.8k 0.01% Reduced -9 -9
54 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,3994.4k $383.4k $383.4k 0.00% Added +3.2k +3,170
55 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 3,8143.8k $332.5k $332.5k 0.00% Reduced -53 -53
56 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 3,7363.7k $325.7k $325.7k 0.00% Added +926 +926
57 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 3,4453.4k $300.3k $300.3k 0.00% New
58 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 3,3953.4k $296.0k $296.0k 0.00% Reduced -2 -2
59 Elevation Wealth Management LLC 0.22% of their portfolio EDEN PRAIRIE, MN 3,3543.4k $292.4k $292.4k 0.22% Reduced -59 -59
60 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 3,1013.1k $270.3k $270.3k 0.02% Reduced -3.6k -3,628
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 2,9252.9k $255.0k $255.0k 0.00% Reduced -9.2k -9,193
62 Bedel Financial Consulting, Inc. 0.02% of their portfolio INDIANAPOLIS, IN 2,8992.9k $252.7k $252.7k 0.02% Unchanged
63 Amplius Wealth Advisors, LLC 0.02% of their portfolio BLUE BELL, PA 2,8792.9k $251.0k $251.0k 0.02% Reduced -553 -553
64 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,5012.5k $211.2k $211.2k 0.00% New
65 FIRETHORN WEALTH PARTNERS, LLC 0.07% of their portfolio AUGUSTA, GA 2,4952.5k $217.5k $217.5k 0.07% New
66 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 2,3562.4k $205.4k $205.4k 0.01% Added +348 +348
67 LUTS & GREENLEIGH GROUP, INC. 0.15% of their portfolio BETHESDA, MD 2,3072.3k $201.1k $201.1k 0.15% New
68 3Chopt Investment Partners, LLC 0.04% of their portfolio RICHMOND, VA 2,2672.3k $197.6k $197.6k 0.04% Reduced -201 -201
69 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 2,1752.2k $189.6k $189.6k 0.01% Added +35 +35
70 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,0122.0k $175.4k $175.4k 0.01% Added +442 +442
71 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,8971.9k $165.4k $165.4k 0.00% First filing
72 RICHARDSON FINANCIAL SERVICES INC. 0.07% of their portfolio MEDWAY, MA 1,3721.4k $119.6k $119.6k 0.07% Reduced -75 -75
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1221.1k $97.8k $97.8k 0.00% Added +724 +724
74 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 765765 $66.7k $66.7k 0.00% Reduced -66 -66
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 759759 $66.2k $66.2k 0.00% Added +529 +529
76 Tripletail Wealth Management, LLC 0.07% of their portfolio ORLANDO, FL 720720 $61.3k $61.3k 0.07% Reduced -5 -5
77 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 444444 $39.0k $39.0k 0.00% Added +294 +294
78 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 349349 $30.4k $30.4k 0.00% Unchanged
79 Cordgrass Capital Advisors, LLC 0.01% of their portfolio RALEIGH, NC 248248 $21.6k $21.6k 0.01% Added +37 +37
80 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 195195 $17.0k $17.0k 0.00% Unchanged
81 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 179179 $15.6k $15.6k 0.00% Not comparable
82 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 169169 $14.7k $14.7k 0.00% Reduced -7 -7
83 Orion Capital Management LLC 0.00% of their portfolio CORONADO, CA 133133 $11.6k $11.6k 0.00% New
84 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 105105 $9.2k $9.2k 0.00% Unchanged
85 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 8888 $7.3k $7.3k 0.00% Unchanged
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 4141 $3.6k $3.6k 0.00% Unchanged
87 Noble Wealth Management PBC 0.00% of their portfolio GREENWOOD VILLAGE, CO 4141 $3.6k $3.6k 0.00% Unchanged
88 GODSEY & GIBB, INC 0.00% of their portfolio RICHMOND, VA 3939 $3.4k $3.4k 0.00% Unchanged
89 KERR FINANCIAL PLANNING Corp 0.00% of their portfolio FRESNO, CA 2828 $2.4k $2.4k 0.00% Unchanged
90 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.00% of their portfolio LONG BEACH, CA 22 $175 $175 0.00% Unchanged