Vault-13

J P MORGAN EXCHANGE TRADED F JPUS

JPMORGAN DIVER · ETP · CUSIP 46641Q407

103 institutional holders +12 vs Q1 2026
2,262,7622.3m shares reported held*
$315.5mreported value*
17 new 30 added 34 reduced 4 sold out net bought ≈ $26.2m (+187.8k 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 ($79.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $139.43.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 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: 91Q2 26: 103103Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026103

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 24: 28 bought or addedQ3 24: 35 cut or sold outQ4 24: 27 bought or addedQ4 24: 35 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 37 cut or sold outQ2 25: 35 bought or addedQ2 25: 37 cut or sold outQ2 25Q3 25: 34 bought or addedQ3 25: 39 cut or sold outQ4 25: 33 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 39 cut or sold outQ2 26: 47 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242835
Q4 20242735
Q1 20253337
Q2 20253537
Q3 20253439
Q4 20253338
Q1 20264139
Q2 20264738

Biggest buyers

Sanctuary Advisors, LLC New +171,147+171.1k
Kingsview Wealth Management, LLC New +63,386+63.4k
AMERIPRISE FINANCIAL INC Added +60,057+60.1k
Beacon Pointe Advisors, LLC New +39,826+39.8k
Cambridge Investment Research Advisors, Inc. Added +22,738+22.7k
CITADEL ADVISORS LLC New +16,797+16.8k
JONES FINANCIAL COMPANIES LLLP Added +12,372+12.4k
Stratos Wealth Partners, LTD. New +6,975+7.0k
CAPTRUST FINANCIAL ADVISORS Added +6,559+6.6k
BASSO CAPITAL MANAGEMENT, L.P. New +4,528+4.5k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -194,666-194.7k
HighPoint Advisor Group LLC Reduced -18,743-18.7k
ST GERMAIN D J CO INC Reduced -10,928-10.9k
Hershey Financial Advisers, LLC Sold out -10,367-10.4k
Modera Wealth Management, LLC Reduced -8,009-8.0k
OSAIC HOLDINGS, INC. Reduced -4,395-4.4k
VestGen Advisors, LLC Reduced -2,844-2.8k
Gateway Wealth Partners, LLC Sold out -2,754-2.8k
Apollon Wealth Management, LLC Reduced -2,013-2.0k
Patten Group, Inc. Reduced -1,320-1.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Modera Wealth Management, LLC 0.36% of their portfolio WESTWOOD, NJ 238,963239.0k $33.5m $33.5m 0.36% Reduced -8.0k -8,009
2 CAPTRUST FINANCIAL ADVISORS 0.05% of their portfolio RALEIGH, NC 234,669234.7k $32.9m $32.9m 0.05% Added +6.6k +6,559
3 ST GERMAIN D J CO INC 1.14% of their portfolio SPRINGFIELD, MA 226,862226.9k $31.8m $31.8m 1.14% Reduced -10.9k -10,928
4 Sanctuary Advisors, LLC 0.11% of their portfolio INDIANAPOLIS, IN 171,147171.1k $24.0m $24.0m 0.11% New
5 UBS Group AG 0.00% of their portfolio ZURICH, V8 133,858133.9k $18.8m $18.8m 0.00% Added +2.1k +2,054
6 HighPoint Advisor Group LLC 0.49% of their portfolio DOWNERS GROVE, IL 99,85399.9k $14.0m $14.0m 0.49% Reduced -18.7k -18,743
7 Sterneck Capital Management, LLC 5.53% of their portfolio KANSAS CITY, MO 91,99592.0k $12.9m $12.9m 5.53% Reduced -127 -127
8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 76,91076.9k $10.8m $10.8m 0.02% Reduced -167 -167
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 73,33473.3k $10.3m $10.3m 0.00% Reduced -544 -544
10 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 64,22564.2k $9.0m $9.0m 0.00% Added +12.4k +12,372
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 63,64463.6k $8.9m $8.9m 0.00% Added +60.1k +60,057
12 Kingsview Wealth Management, LLC 0.11% of their portfolio GRANTS PASS, OR 63,38663.4k $8.9m $8.9m 0.11% New
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 52,98753.0k $7.4m $7.4m 0.00% Added +532 +532
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 49,07149.1k $6.9m $6.9m 0.00% Added +3.8k +3,767
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 43,79943.8k $6.2m $6.2m 0.00% Added +3.0k +3,034
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 43,49043.5k $6.1m $6.1m 0.01% Added +22.7k +22,738
17 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 39,82639.8k $5.6m $5.6m 0.03% New
18 Apollon Wealth Management, LLC 0.06% of their portfolio MOUNT PLEASANT, SC 36,80736.8k $5.2m $5.2m 0.06% Reduced -2.0k -2,013
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,53735.5k $5.0m $5.0m 0.00% Reduced -194.7k -194,666
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,94427.9k $3.9m $3.9m 0.00% Reduced -4.4k -4,395
21 Vise Technologies, Inc. 0.04% of their portfolio NEW YORK, NY 26,56226.6k $3.7m $3.7m 0.04% Added +3.1k +3,053
22 Schiavi & Co LLC 0.50% of their portfolio WILMINGTON, DE 26,16426.2k $1.9m $1.9m 0.50% Reduced -246 -246
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,55723.6k $3.3m $3.3m 0.00% Added +283 +283
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 22,28922.3k $3.1m $3.1m 0.00% Reduced -79 -79
25 HHM Wealth Advisors, LLC 0.29% of their portfolio CHATTANOOGA, TN 20,53620.5k $2.9m $2.9m 0.29% Reduced -1.3k -1,265
26 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,79716.8k $2.4m $2.4m 0.00% New
27 MN Wealth Advisors, LLC 0.93% of their portfolio OVERLAND PARK, KS 15,52915.5k $2.2m $2.2m 0.93% Reduced -5 -5
28 RHS Financial, LLC 0.76% of their portfolio SAN FRANCISCO, CA 13,49213.5k $1.9m $1.9m 0.76% Added +3.0k +2,980
29 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,22213.2k $1.9m $1.9m 0.01% Added +970 +970
30 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 11,28011.3k $1.6m $1.6m 0.01% Reduced -171 -171
31 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,19311.2k $1.6m $1.6m 0.00% Unchanged
32 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,94910.9k $1.5m $1.5m 0.00% Added +1.5k +1,520
33 LexAurum Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 8,7118.7k $1.2m $1.2m 0.14% Reduced -182 -182
34 PLANNING ALTERNATIVES LTD /ADV 0.12% of their portfolio BIRMINGHAM, MI 7,9227.9k $1.1m $1.1m 0.12% Reduced -601 -601
35 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 6,9757.0k $978.1k $978.1k 0.01% New
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,8166.8k $955.8k $955.8k 0.00% Added +3.1k +3,059
37 Avant Capital LLC 0.60% of their portfolio LAFAYETTE, LA 6,7946.8k $952.7k $952.7k 0.60% Added +216 +216
38 Elevation Wealth Management LLC 0.70% of their portfolio EDEN PRAIRIE, MN 6,6706.7k $935.3k $935.3k 0.70% Added +7 +7
39 Patten Group, Inc. 0.13% of their portfolio CHATTANOOGA, TN 5,9365.9k $832.4k $832.4k 0.13% Reduced -1.3k -1,320
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,6245.6k $788.7k $788.7k 0.00% Added +2.1k +2,072
41 Wealth Enhancement Trust Services, Inc. 0.08% of their portfolio SIOUX FALLS, SD 5,4395.4k $762.7k $762.7k 0.08% Reduced -435 -435
42 KELLY FINANCIAL GROUP LLC 0.15% of their portfolio Wethersfield, CT 4,6884.7k $657.4k $657.4k 0.15% Reduced -11 -11
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,5594.6k $639.3k $639.3k 0.00% Added +86 +86
44 Allegheny Financial Group 0.07% of their portfolio Pittsburgh, PA 4,5474.5k $637.7k $637.7k 0.07% Added +872 +872
45 BASSO CAPITAL MANAGEMENT, L.P. 0.16% of their portfolio STAMFORD, CT 4,5284.5k $635.0k $635.0k 0.16% New
46 Clear Point Advisors Inc. 0.56% of their portfolio MELVILLE, NY 4,5074.5k $632.1k $632.1k 0.56% New
47 Empire Financial Management Company, LLC 0.24% of their portfolio NEW YORK, NY 4,3984.4k $616.7k $616.7k 0.24% Unchanged
48 BELLEVUE ASSET MANAGEMENT, LLC 0.27% of their portfolio BELLEVUE, WA 4,2244.2k $592.4k $592.4k 0.27% Added +5 +5
49 Targeted Financial Services LLC 0.44% of their portfolio SEMINOLE, FL 4,2114.2k $590.5k $590.5k 0.44% Reduced -58 -58
50 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.02% of their portfolio MORRISTOWN, NJ 3,8973.9k $546.5k $546.5k 0.02% Unchanged
51 FOSTER & MOTLEY INC 0.02% of their portfolio CINCINNATI, OH 3,5393.5k $496.0k $496.0k 0.02% Reduced -2 -2
52 FMR LLC 0.00% of their portfolio BOSTON, MA 3,5273.5k $494.6k $494.6k 0.00% Reduced -64 -64
53 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,4343.4k $481.5k $481.5k 0.00% Added +27 +27
54 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 3,2693.3k $458.4k $458.4k 0.00% Added +793 +793
55 ALBION FINANCIAL GROUP /UT 0.03% of their portfolio SALT LAKE CITY, UT 3,2003.2k $448.7k $448.7k 0.03% Unchanged
56 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.15% of their portfolio NEW YORK, NY 3,1093.1k $436.1k $436.1k 0.15% Reduced -40 -40
57 VestGen Advisors, LLC 0.01% of their portfolio CHICAGO, IL 2,8442.8k $398.8k $398.8k 0.01% Reduced -2.8k -2,844
58 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,8232.8k $395.9k $395.9k 0.01% New
59 Kathmere Capital Management, LLC 0.02% of their portfolio WAYNE, PA 2,7972.8k $392.2k $392.2k 0.02% Unchanged
60 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 2,6962.7k $378.0k $378.0k 0.01% Reduced -200 -200
61 Etesian Wealth Advisors, Inc. 0.11% of their portfolio West Linn, OR 2,6592.7k $372.9k $372.9k 0.11% Reduced -150 -150
62 Intrua Financial, LLC 0.03% of their portfolio Houston, TX 2,6302.6k $368.8k $368.8k 0.03% Unchanged
63 Medallion Wealth Advisors, LLC 0.07% of their portfolio FARMINGTON, CT 2,5372.5k $235.4k $235.4k 0.07% Added +1.4k +1,437
64 INTERACTIVE FINANCIAL ADVISORS, INC. 0.21% of their portfolio New Lenox, IL 2,4662.5k $344.7k $344.7k 0.21% Reduced -272 -272
65 Focus Financial Network, Inc. 0.01% of their portfolio MINNEAPOLIS, MN 2,3452.3k $328.9k $328.9k 0.01% Added +9 +9
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 2,2572.3k $316.5k $316.5k 0.00% New
67 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 2,2002.2k $308.5k $308.5k 0.00% New
68 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 2,1842.2k $306.3k $306.3k 0.00% Added +8 +8
69 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 2,0102.0k $281.9k $281.9k 0.00% Unchanged
70 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 2,0002.0k $280.5k $280.5k 0.00% Unchanged
71 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 1,7531.8k $245.8k $245.8k 0.00% New
72 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 1,7351.7k $243.3k $243.3k 0.00% Unchanged
73 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 1,6871.7k $236.6k $236.6k 0.00% Added +8 +8
74 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,6311.6k $228.7k $228.7k 0.00% Unchanged
75 Midwest Trust Co 0.00% of their portfolio Overland Park, KS 1,6301.6k $228.6k $228.6k 0.00% Reduced -417 -417
76 GTS SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 1,6291.6k $228.4k $228.4k 0.00% Unchanged
77 Birchwood Financial Partners, Inc. 0.18% of their portfolio BLOOMINGTON, MN 1,5431.5k $216.4k $216.4k 0.18% Added +7 +7
78 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 1,5241.5k $213.7k $213.7k 0.00% New
79 Apella Capital, LLC 0.00% of their portfolio WEST HARTFORD, CT 1,5171.5k $213.5k $213.5k 0.00% Added +7 +7
80 CLG LLC 0.05% of their portfolio Long Beach, CA 1,5031.5k $210.7k $210.7k 0.05% New
81 GuidedMoney, LLC 0.10% of their portfolio BLACK EARTH, WI 1,5001.5k $210.3k $210.3k 0.10% New
82 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 1,3731.4k $192.5k $192.5k 0.02% New
83 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 1,1081.1k $155.4k $155.4k 0.01% New
84 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,1001.1k $154.0k $154.0k 0.00% Unchanged
85 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 1,0421.0k $146.1k $146.1k 0.00% Reduced -363 -363
86 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 948948 $132.9k $132.9k 0.00% Unchanged
87 BlackRock, Inc. 0.00% of their portfolio New York, NY 880880 $123.4k $123.4k 0.00% New
88 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 712712 $99.8k $99.8k 0.00% Unchanged
89 Cassaday & Co Wealth Management LLC 0.00% of their portfolio MCLEAN, VA 637637 $89.3k $89.3k 0.00% Unchanged
90 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 625625 $87.6k $87.6k 0.01% Unchanged
91 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 565565 $79.2k $79.2k 0.00% Reduced -643 -643
92 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 500500 $70.1k $70.1k 0.00% Reduced -500 -500
93 Harbor Asset Planning, Inc. 0.04% of their portfolio BELMONT, MA 396396 $55.6k $55.6k 0.04% Added +2 +2
94 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 375375 $52.6k $52.6k 0.00% Reduced -75 -75
95 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 350350 $49.1k $49.1k 0.00% Reduced -60 -60
96 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 140140 $19.6k $19.6k 0.00% Unchanged
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 137137 $19.2k $19.2k 0.00% Unchanged
98 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 121121 $17.0k $17.0k 0.00% Unchanged
99 Wagner Wealth Management, LLC 0.00% of their portfolio GREENVILLE, SC 9898 $13.7k $13.7k 0.00% Added +42 +42
100 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 7272 $10.1k $10.1k 0.00% First filing