Vault-13

J P MORGAN EXCHANGE TRADED F JPUS

JPMORGAN DIVER · ETP · CUSIP 46641Q407

91 institutional holders +5 vs Q4 2025
2,114,2672.1m shares reported held*
$273.6mreported value*
13 new 28 added 33 reduced 6 sold out net sold ≈ $18.6m (-142.6k 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 ($157.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $129.39.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 73Q4 22: 72Q1 23: 74Q2 23: 76Q3 23: 72Q4 23: 77Q1 24: 81Q2 24: 78Q3 24: 79Q4 24: 87Q1 25: 87Q2 25: 84Q3 25: 84Q4 25: 86Q1 26: 9191Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202273
Q4 202272
Q1 202374
Q2 202376
Q3 202372
Q4 202377
Q1 202481
Q2 202478
Q3 202479
Q4 202487
Q1 202587
Q2 202584
Q3 202584
Q4 202586
Q1 202691

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 24: 22 bought or addedQ2 24: 45 cut or sold outQ3 24: 28 bought or addedQ3 24: 35 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 35 cut or sold outQ1 25: 33 bought or addedQ1 25: 37 cut or sold outQ1 25Q2 25: 35 bought or addedQ2 25: 37 cut or sold outQ3 25: 34 bought or addedQ3 25: 39 cut or sold outQ3 25Q4 25: 33 bought or addedQ4 25: 38 cut or sold outQ1 26: 41 bought or addedQ1 26: 39 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242245
Q3 20242835
Q4 20242735
Q1 20253337
Q2 20253537
Q3 20253439
Q4 20253338
Q1 20264139

Biggest buyers

Hershey Financial Advisers, LLC New +10,367+10.4k
JONES FINANCIAL COMPANIES LLLP Added +10,213+10.2k
VestGen Advisors, LLC New +5,688+5.7k
LPL Financial LLC Added +4,573+4.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +3,757+3.8k
CAPTRUST FINANCIAL ADVISORS Added +3,243+3.2k
Sterneck Capital Management, LLC Added +3,098+3.1k
Gateway Wealth Partners, LLC New +2,754+2.8k
Patten Group, Inc. Added +2,391+2.4k
Midwest Trust Co New +2,047+2.0k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -47,837-47.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -47,625-47.6k
HighPoint Advisor Group LLC Reduced -35,738-35.7k
Modera Wealth Management, LLC Reduced -17,590-17.6k
Independent Wealth Network Inc. Sold out -15,514-15.5k
TWO SIGMA INVESTMENTS, LP Sold out -7,100-7.1k
ST GERMAIN D J CO INC Reduced -7,060-7.1k
JANE STREET GROUP, LLC Sold out -4,986-5.0k
JPMORGAN CHASE & CO Reduced -4,359-4.4k
Clear Point Advisors Inc. Sold out -4,044-4.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Modera Wealth Management, LLC 0.39% of their portfolio WESTWOOD, NJ 246,972247.0k $32.2m $32.2m 0.39% Reduced -17.6k -17,590
2 ST GERMAIN D J CO INC 1.23% of their portfolio SPRINGFIELD, MA 237,790237.8k $31.0m $31.0m 1.23% Reduced -7.1k -7,060
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 230,203230.2k $30.0m $30.0m 0.00% Reduced -47.8k -47,837
4 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 228,110228.1k $29.7m $29.7m 0.05% Added +3.2k +3,243
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 131,804131.8k $17.2m $17.2m 0.00% Reduced -181 -181
6 HighPoint Advisor Group LLC 0.65% of their portfolio DOWNERS GROVE, IL 118,596118.6k $15.4m $15.4m 0.65% Reduced -35.7k -35,738
7 Sterneck Capital Management, LLC 5.39% of their portfolio KANSAS CITY, MO 92,12292.1k $12.0m $12.0m 5.39% Added +3.1k +3,098
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 77,07777.1k $10.1m $10.1m 0.02% Reduced -47.6k -47,625
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,87873.9k $9.6m $9.6m 0.00% Added +4.6k +4,573
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 52,45552.5k $6.8m $6.8m 0.00% Added +1.6k +1,627
11 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 51,85351.9k $6.7m $6.7m 0.00% Added +10.2k +10,213
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,30445.3k $5.9m $5.9m 0.00% Added +546 +546
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 40,76540.8k $5.2m $5.2m 0.00% Reduced -4.4k -4,359
14 Financially in Tune, LLC 4.38% of their portfolio STONEHAM, MA 39,15739.2k $5.1m $5.1m 4.38% Added +1 +1
15 Apollon Wealth Management, LLC 0.08% of their portfolio MOUNT PLEASANT, SC 38,82038.8k $5.1m $5.1m 0.08% Reduced -332 -332
16 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 32,33932.3k $4.2m $4.2m 0.01% Added +1.8k +1,798
17 Schiavi & Co LLC 0.54% of their portfolio WILMINGTON, DE 26,41026.4k $1.8m $1.8m 0.54% Unchanged
18 Vise Technologies, Inc. 0.06% of their portfolio NEW YORK, NY 23,50923.5k $2.9m $2.9m 0.06% Unchanged
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,27423.3k $3.0m $3.0m 0.00% Added +689 +689
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,36822.4k $2.9m $2.9m 0.00% Added +47 +47
21 HHM Wealth Advisors, LLC 0.33% of their portfolio CHATTANOOGA, TN 21,80121.8k $2.8m $2.8m 0.33% Reduced -235 -235
22 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 20,75220.8k $2.7m $2.7m 0.01% Added +13 +13
23 MN Wealth Advisors, LLC 0.98% of their portfolio OVERLAND PARK, KS 15,53415.5k $2.0m $2.0m 0.98% Reduced -362 -362
24 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 12,25212.3k $1.6m $1.6m 0.01% Added +589 +589
25 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,45111.5k $1.5m $1.5m 0.01% Reduced -196 -196
26 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,19311.2k $1.5m $1.5m 0.00% Reduced -1.5k -1,483
27 RHS Financial, LLC 0.65% of their portfolio SAN FRANCISCO, CA 10,51210.5k $1.4m $1.4m 0.65% Reduced -330 -330
28 Hershey Financial Advisers, LLC 1.17% of their portfolio LANCASTER, PA 10,36710.4k $1.3m $1.3m 1.17% New
29 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,4299.4k $1.2m $1.2m 0.00% Reduced -1.4k -1,418
30 LexAurum Advisors, LLC 0.15% of their portfolio OVERLAND PARK, KS 8,8938.9k $1.2m $1.2m 0.15% First filing
31 PLANNING ALTERNATIVES LTD /ADV 0.14% of their portfolio BIRMINGHAM, MI 8,5238.5k $1.1m $1.1m 0.14% Reduced -3.6k -3,556
32 Patten Group, Inc. 0.16% of their portfolio CHATTANOOGA, TN 7,2567.3k $944.8k $944.8k 0.16% Added +2.4k +2,391
33 Elevation Wealth Management LLC 0.80% of their portfolio EDEN PRAIRIE, MN 6,6636.7k $867.6k $867.6k 0.80% Added +5 +5
34 Avant Capital LLC 0.60% of their portfolio LAFAYETTE, LA 6,5786.6k $856.5k $856.5k 0.60% Reduced -294 -294
35 Wealth Enhancement Trust Services, Inc. 0.09% of their portfolio SIOUX FALLS, SD 5,8745.9k $764.9k $764.9k 0.09% Reduced -335 -335
36 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 5,6885.7k $772.7k $772.7k 0.02% New
37 KELLY FINANCIAL GROUP LLC 0.15% of their portfolio Wethersfield, CT 4,6994.7k $611.9k $611.9k 0.15% Reduced -133 -133
38 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,4734.5k $582.4k $582.4k 0.00% Reduced -91 -91
39 Empire Financial Management Company, LLC 0.13% of their portfolio NEW YORK, NY 4,3984.4k $572.7k $572.7k 0.13% Reduced -120 -120
40 Targeted Financial Services LLC 0.46% of their portfolio SEMINOLE, FL 4,2694.3k $555.9k $555.9k 0.46% Added +839 +839
41 BELLEVUE ASSET MANAGEMENT, LLC 0.27% of their portfolio BELLEVUE, WA 4,2194.2k $549.4k $549.4k 0.27% Added +4 +4
42 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.02% of their portfolio MORRISTOWN, NJ 3,8973.9k $507.4k $507.4k 0.02% Reduced -180 -180
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,7573.8k $489.2k $489.2k 0.00% New
44 Allegheny Financial Group 0.06% of their portfolio Pittsburgh, PA 3,6753.7k $478.6k $478.6k 0.06% Added +249 +249
45 FMR LLC 0.00% of their portfolio BOSTON, MA 3,5913.6k $467.6k $467.6k 0.00% Reduced -31 -31
46 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 3,5873.6k $466.8k $466.8k 0.00% Added +1.4k +1,371
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 3,5523.6k $462.4k $462.4k 0.00% Added +143 +143
48 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 3,5413.5k $461.0k $461.0k 0.02% Reduced -2 -2
49 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,4073.4k $443.7k $443.7k 0.00% Reduced -361 -361
50 ALBION FINANCIAL GROUP /UT 0.03% of their portfolio SALT LAKE CITY, UT 3,2003.2k $416.7k $416.7k 0.03% Unchanged
51 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.15% of their portfolio NEW YORK, NY 3,1493.1k $410.0k $410.0k 0.15% Reduced -101 -101
52 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 2,8962.9k $377.1k $377.1k 0.01% Unchanged
53 Etesian Wealth Advisors, Inc. 0.12% of their portfolio West Linn, OR 2,8092.8k $365.7k $365.7k 0.12% Reduced -441 -441
54 Kathmere Capital Management, LLC 0.02% of their portfolio WAYNE, PA 2,7972.8k $364.2k $364.2k 0.02% Unchanged
55 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 2,7542.8k $358.7k $358.7k 0.01% New
56 INTERACTIVE FINANCIAL ADVISORS, INC. 0.23% of their portfolio New Lenox, IL 2,7382.7k $356.5k $356.5k 0.23% Reduced -121 -121
57 Intrua Financial, LLC 0.04% of their portfolio Houston, TX 2,6302.6k $342.5k $342.5k 0.04% Unchanged
58 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 2,4762.5k $322.4k $322.4k 0.00% Reduced -354 -354
59 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,3362.3k $304.2k $304.2k 0.01% Added +8 +8
60 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,1762.2k $283.3k $283.3k 0.00% Added +8 +8
61 Midwest Trust Co 0.00% of their portfolio Overland Park, KS 2,0472.0k $266.5k $266.5k 0.00% New
62 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 2,0102.0k $261.7k $261.7k 0.01% Unchanged
63 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,0002.0k $260.4k $260.4k 0.00% Unchanged
64 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 1,7351.7k $225.9k $225.9k 0.00% New
65 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,6791.7k $218.7k $218.7k 0.00% Added +7 +7
66 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,6311.6k $212.4k $212.4k 0.00% Unchanged
67 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 1,6291.6k $212.1k $212.1k 0.01% Unchanged
68 Birchwood Financial Partners, Inc. 0.19% of their portfolio BLOOMINGTON, MN 1,5361.5k $199.9k $199.9k 0.19% Added +7 +7
69 Apella Capital, LLC 0.00% of their portfolio WEST HARTFORD, CT 1,5101.5k $206.5k $206.5k 0.00% New
70 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,4051.4k $182.9k $182.9k 0.00% Added +363 +363
71 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,2571.3k $163.6k $163.6k 0.00% Added +1 +1
72 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 1,2081.2k $157.3k $157.3k 0.00% New
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,1001.1k $143.0k $143.0k 0.00% Reduced -186 -186
74 Medallion Wealth Advisors, LLC 0.05% of their portfolio FARMINGTON, CT 1,1001.1k $143.2k $143.2k 0.05% Unchanged
75 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 1,0001.0k $130.2k $130.2k 0.00% Added +500 +500
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 948948 $123.4k $123.4k 0.00% Unchanged
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 892892 $116.1k $116.1k 0.00% Reduced -10 -10
78 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 868868 $113.0k $113.0k 0.00% New
79 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 712712 $92.7k $92.7k 0.00% Reduced -63 -63
80 Cassaday & Co Wealth Management LLC 0.00% of their portfolio MCLEAN, VA 637637 $82.9k $82.9k 0.00% New
81 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 625625 $81.4k $81.4k 0.01% Added +50 +50
82 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 450450 $58.6k $58.6k 0.00% Reduced -250 -250
83 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 410410 $53.4k $53.4k 0.00% Unchanged
84 Harbor Asset Planning, Inc. 0.04% of their portfolio BELMONT, MA 394394 $51.4k $51.4k 0.04% Added +1 +1
85 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 140140 $18.2k $18.2k 0.00% New
86 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 137137 $17.8k $17.8k 0.00% Unchanged
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 121121 $15.8k $15.8k 0.00% New
88 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6969 $9.0k $9.0k 0.00% Reduced -15 -15
89 Wagner Wealth Management, LLC 0.00% of their portfolio GREENVILLE, SC 5656 $7.3k $7.3k 0.00% Unchanged
90 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1818 $2.3k $2.3k 0.00% New
91 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 33 $391 $391 0.00% Unchanged