Vault-13

J P MORGAN EXCHANGE TRADED F JCPB

CORE PLUS BD ETF · ETP · CUSIP 46641Q670

503 institutional holders +22 vs Q1 2026
253,098,104253.1m shares reported held*
$11.9bnreported value*
59 new 306 added 97 reduced 32 sold out net bought ≈ $2.6bn (+56.8m 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 ($44.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.86.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 72Q4 22: 94Q1 23: 114Q2 23: 144Q3 23: 159Q4 23: 213Q1 24: 235Q2 24: 261Q3 24: 292Q4 24: 326Q1 25: 349Q2 25: 371Q3 25: 388Q4 25: 443Q1 26: 481Q2 26: 503503Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202272
Q4 202294
Q1 2023114
Q2 2023144
Q3 2023159
Q4 2023213
Q1 2024235
Q2 2024261
Q3 2024292
Q4 2024326
Q1 2025349
Q2 2025371
Q3 2025388
Q4 2025443
Q1 2026481
Q2 2026503

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 228 bought or addedQ3 24: 57 cut or sold outQ4 24: 213 bought or addedQ4 24: 89 cut or sold outQ4 24Q1 25: 249 bought or addedQ1 25: 103 cut or sold outQ2 25: 257 bought or addedQ2 25: 105 cut or sold outQ2 25Q3 25: 289 bought or addedQ3 25: 98 cut or sold outQ4 25: 307 bought or addedQ4 25: 85 cut or sold outQ4 25Q1 26: 357 bought or addedQ1 26: 111 cut or sold outQ2 26: 365 bought or addedQ2 26: 129 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202422857
Q4 202421389
Q1 2025249103
Q2 2025257105
Q3 202528998
Q4 202530785
Q1 2026357111
Q2 2026365129

Biggest buyers

Betterment LLC Added +22,181,970+22.2m
MORGAN STANLEY Added +4,163,299+4.2m
FACTORY MUTUAL INSURANCE CO Added +2,137,000+2.1m
RAYMOND JAMES FINANCIAL INC Added +2,128,603+2.1m
Modern Wealth Management, LLC Added +2,114,609+2.1m
JPMORGAN CHASE & CO Added +2,033,334+2.0m
LPL Financial LLC Added +1,661,136+1.7m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,656,571+1.7m
Cetera Investment Advisers Added +1,401,083+1.4m
HB Wealth Management, LLC Added +1,207,454+1.2m

Biggest sellers

Alpine Bank Wealth Management Reduced -1,645,914-1.6m
LeClair Wealth Partners LLC Sold out -453,035-453.0k
Horizon Investments, LLC Reduced -416,054-416.1k
ROYAL BANK OF CANADA Reduced -273,862-273.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -249,547-249.5k
Savant Capital, LLC Reduced -168,401-168.4k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -126,668-126.7k
BridgePort Financial Solutions, LLC Reduced -101,823-101.8k
KMG FIDUCIARY PARTNERS, LLC Sold out -100,506-100.5k
Medallion Wealth Advisors, LLC Reduced -92,865-92.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Betterment LLC 2.26% of their portfolio NEW YORK, NY 28,416,62228.4m $1.3bn $1.3bn 2.26% Added +22.2m +22,181,970
2 HB Wealth Management, LLC 4.10% of their portfolio Atlanta, GA 15,629,63315.6m $730.9m $730.9m 4.10% Added +1.2m +1,207,454
3 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 12,525,71312.5m $588.0m $588.0m 0.03% Added +4.2m +4,163,299
4 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 8,833,7328.8m $414.7m $414.7m 0.11% Added +2.1m +2,128,603
5 FACTORY MUTUAL INSURANCE CO 3.52% of their portfolio WALTHAM, MA 7,983,3148.0m $374.7m $374.7m 3.52% Added +2.1m +2,137,000
6 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 7,576,6157.6m $356.9m $356.9m 0.02% Added +2.0m +2,033,334
7 OpenArc Corporate Advisory, LLC 3.02% of their portfolio ATLANTA, GA 5,415,9135.4m $254.2m $254.2m 3.02% Added +605.6k +605,641
8 Mariner, LLC 0.27% of their portfolio Overland Park, KS 5,400,4645.4m $253.5m $253.5m 0.27% Added +672.8k +672,849
9 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 5,291,0995.3m $248.4m $248.4m 0.02% Reduced -85.6k -85,555
10 Dynasty Wealth Management, LLC 1.75% of their portfolio ST. PETERSBURG, FL 5,018,5655.0m $235.6m $235.6m 1.75% Added +577.8k +577,817
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 4,729,2354.7m $222.0m $222.0m 0.12% Added +1.7m +1,656,571
12 Modern Wealth Management, LLC 2.41% of their portfolio KANSAS CITY, MO 4,300,8754.3m $201.9m $201.9m 2.41% Added +2.1m +2,114,609
13 Legacy Wealth Management, LLC 9.97% of their portfolio MEMPHIS, TN 4,057,6604.1m $190.5m $190.5m 9.97% Added +190.0k +190,026
14 Janney Montgomery Scott LLC 0.34% of their portfolio PHILADELPHIA, PA 3,766,4913.8m $176.8m $176.8m 0.34% Added +197.7k +197,668
15 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 3,497,5663.5m $164.2m $164.2m 0.15% Added +1.4m +1,401,083
16 HighTower Advisors, LLC 0.15% of their portfolio CHICAGO, IL 3,398,0483.4m $159.5m $159.5m 0.15% Added +174.3k +174,304
17 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,334,7903.3m $156.5m $156.5m 0.04% Added +1.7m +1,661,136
18 Valeo Financial Advisors, LLC 2.92% of their portfolio CARMEL, IN 3,126,5313.1m $138.1m $138.1m 2.92% Added +220.5k +220,479
19 Moss Adams Wealth Advisors LLC 8.51% of their portfolio SEATTLE, WA 2,903,0402.9m $136.3m $136.3m 8.51% Added +277.6k +277,639
20 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,877,6062.9m $135.1m $135.1m 0.03% Added +262.8k +262,780
21 Summit Financial Strategies, Inc. 9.23% of their portfolio Columbus, OH 2,800,5522.8m $131.5m $131.5m 9.23% Added +161.2k +161,188
22 OSAIC HOLDINGS, INC. 0.14% of their portfolio SCOTTSDALE, AZ 2,614,5752.6m $122.7m $122.7m 0.14% Added +395.6k +395,568
23 Vestmark Advisory Solutions, Inc. 1.08% of their portfolio Wakefield, MA 2,453,7322.5m $115.2m $115.2m 1.08% Added +114.6k +114,577
24 Confluence Wealth Services, Inc. 3.18% of their portfolio MCMURRAY, PA 2,367,2292.4m $111.1m $111.1m 3.18% Added +537.0k +536,983
25 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,340,7252.3m $109.9m $109.9m 0.02% Reduced -64.3k -64,279
26 First Pacific Financial 11.59% of their portfolio VANCOUVER, WA 2,072,5482.1m $97.3m $97.3m 11.59% Added +66.9k +66,861
27 McAdam, LLC 3.58% of their portfolio Philadelphia, PA 1,973,9802.0m $92.7m $92.7m 3.58% Added +662.0k +662,048
28 CGN Advisors LLC 6.64% of their portfolio MANHATTAN, KS 1,936,7951.9m $90.9m $90.9m 6.64% Added +135.3k +135,301
29 Savant Capital, LLC 0.27% of their portfolio ROCKFORD, IL 1,925,5371.9m $90.4m $90.4m 0.27% Reduced -168.4k -168,401
30 Grant Street Asset Management, Inc. 13.98% of their portfolio CANONSBURG, PA 1,817,6151.8m $85.3m $85.3m 13.98% Added +57.9k +57,918
31 First Washington CORP 19.87% of their portfolio SEATTLE, WA 1,737,4921.7m $81.6m $81.6m 19.87% Added +192.3k +192,323
32 Avantax Planning Partners, Inc. 2.02% of their portfolio DUBUQUE, IA 1,725,2611.7m $81.0m $81.0m 2.02% Added +50.6k +50,648
33 Bogart Wealth, LLC 2.76% of their portfolio MCLEAN, VA 1,716,0031.7m $80.5m $80.5m 2.76% Added +145.4k +145,371
34 Capital Analysts, LLC 1.80% of their portfolio FORT WASHINGTON, PA 1,661,9091.7m $78.0m $78.0m 1.80% Added +109.4k +109,394
35 D.B. Root & Company, LLC 16.33% of their portfolio PITTSBURGH, PA 1,637,4571.6m $76.9m $76.9m 16.33% Added +96.9k +96,929
36 Hughes Financial Services, LLC 10.08% of their portfolio HERNDON, VA 1,620,2061.6m $76.1m $76.1m 10.08% Added +113.7k +113,708
37 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 1,568,9161.6m $73.6m $73.6m 0.11% Added +78.6k +78,632
38 Allen Capital Group, LLC 5.90% of their portfolio GRAND ISLAND, NE 1,534,1561.5m $72.0m $72.0m 5.90% Added +63.5k +63,461
39 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 1,483,4641.5m $69.6m $69.6m 0.09% Added +115.6k +115,551
40 DAYMARK WEALTH PARTNERS, LLC 1.68% of their portfolio CINCINNATI, OH 1,470,4031.5m $69.0m $69.0m 1.68% Added +721.0k +720,957
41 KINTRA WEALTH, LLC 3.35% of their portfolio WILLIAMSPORT, PA 1,384,5071.4m $64.1m $64.1m 3.35% Added +721.3k +721,271
42 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 1,377,4991.4m $64.7m $64.7m 0.13% Added +579.2k +579,225
43 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 1,344,0311.3m $63.1m $63.1m 0.09% Added +311.9k +311,855
44 SENTINEL PENSION ADVISORS, LLC 8.15% of their portfolio WAKEFIELD, MA 1,333,5791.3m $62.1m $62.1m 8.15% Added +70.0k +70,017
45 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 1,328,6641.3m $61.8m $61.8m 0.10% Added +141.7k +141,683
46 Wiser Wealth Management, Inc 11.81% of their portfolio MARIETTA, GA 1,314,9821.3m $61.7m $61.7m 11.81% Added +29.6k +29,628
47 Bluespring Wealth Management, LLC 1.18% of their portfolio AUSTIN, TX 1,307,7091.3m $61.4m $61.4m 1.18% Added +476.9k +476,896
48 Bouchey Financial Group, Ltd. 3.82% of their portfolio TROY, NY 1,261,0801.3m $59.2m $59.2m 3.82% Added +348.3k +348,268
49 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,200,2631.2m $56.5m $56.5m 0.02% Added +260.3k +260,283
50 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,177,8911.2m $55.3m $55.3m 0.03% Added +211.5k +211,466
51 Harbor Group, Inc. 6.03% of their portfolio BEDFORD, NH 1,094,3601.1m $51.4m $51.4m 6.03% Added +22.9k +22,922
52 PRUDENT INVESTORS NETWORK, INC. 9.82% of their portfolio LAKE FOREST, CA 1,079,6131.1m $50.7m $50.7m 9.82% New
53 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 977,779977.8k $45.9m $45.9m 0.05% Added +369.4k +369,450
54 Berger Financial Group, Inc 2.24% of their portfolio PLYMOUTH, MN 934,157934.2k $43.8m $43.8m 2.24% Added +58.9k +58,899
55 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 885,704885.7k $41.6m $41.6m 0.03% Added +102.7k +102,709
56 ALPS ADVISORS INC 0.19% of their portfolio Denver, CO 876,310876.3k $41.1m $41.1m 0.19% Added +502.0k +501,980
57 Destiny Wealth Partners, LLC 5.63% of their portfolio TAVARES, FL 864,714864.7k $39.9m $39.9m 5.63% Reduced -3.9k -3,872
58 Joseph Group Capital Management 8.50% of their portfolio COLUMBUS, OH 862,060862.1k $40.5m $40.5m 8.50% Added +36.9k +36,883
59 VOISARD ASSET MANAGEMENT GROUP, INC. 7.65% of their portfolio Grand Rapids, MI 861,280861.3k $40.4m $40.4m 7.65% Added +77.0k +77,034
60 Johnson Financial Group, Inc. 1.33% of their portfolio RACINE, WI 858,571858.6k $40.3m $40.3m 1.33% Added +281.6k +281,633
61 Aspen Wealth Management LLC 6.80% of their portfolio FORT WORTH, TX 852,446852.4k $40.0m $40.0m 6.80% Added +84.5k +84,509
62 Tradition Wealth Management, LLC 2.41% of their portfolio EDINA, MN 838,089838.1k $39.3m $39.3m 2.41% Added +41.6k +41,566
63 Avidian Wealth Enterprises, LLC 1.05% of their portfolio Houston, TX 805,719805.7k $37.8m $37.8m 1.05% Added +33.7k +33,721
64 Hartford Financial Management Inc. 8.05% of their portfolio WEST HARTFORD, CT 768,534768.5k $36.1m $36.1m 8.05% Added +62.4k +62,412
65 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 742,996743.0k $34.9m $34.9m 0.04% Added +642.5k +642,509
66 Continuum Advisory, LLC 2.79% of their portfolio EAGLE, ID 735,937735.9k $34.5m $34.5m 2.79% Added +22.2k +22,197
67 Forum Private Client Group LLC 9.99% of their portfolio FISHERS, IN 714,849714.8k $33.6m $33.6m 9.99% Added +36.3k +36,335
68 VERUS CAPITAL PARTNERS, LLC 1.82% of their portfolio SCOTTSDALE, AZ 714,345714.3k $33.5m $33.5m 1.82% Added +121.8k +121,769
69 Crusonia Wealth Advisors LLC 5.48% of their portfolio DENVER, CO 710,974711.0k $33.4m $33.4m 5.48% Added +59.2k +59,215
70 Apella Capital, LLC 0.46% of their portfolio WEST HARTFORD, CT 692,502692.5k $32.2m $32.2m 0.46% Added +45.8k +45,770
71 KELLY FINANCIAL GROUP LLC 7.16% of their portfolio Wethersfield, CT 686,820686.8k $32.2m $32.2m 7.16% Added +33.5k +33,476
72 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 675,324675.3k $31.7m $31.7m 0.01% Added +97.6k +97,567
73 IMA Advisory Services, Inc. 1.97% of their portfolio DENVER, CO 670,530670.5k $31.5m $31.5m 1.97% Added +91.4k +91,401
74 Walkner Condon Financial Advisors LLC 3.56% of their portfolio MADISON, WI 658,867658.9k $30.9m $30.9m 3.56% Added +71.5k +71,465
75 46 Peaks LLC 18.99% of their portfolio NEWTOWN, PA 643,426643.4k $30.2m $30.2m 18.99% Added +32.5k +32,501
76 Ocean Park Asset Management, LLC 1.41% of their portfolio SANTA MONICA, CA 622,400622.4k $29.2m $29.2m 1.41% New
77 Tarbox Family Office, Inc. 4.18% of their portfolio NEWPORT BEACH, CA 622,035622.0k $29.2m $29.2m 4.18% Added +24.2k +24,217
78 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 620,739620.7k $29.1m $29.1m 0.04% Reduced -17.0k -16,956
79 FAS Wealth Partners, Inc. 1.52% of their portfolio LEAWOOD, KS 620,441620.4k $29.1m $29.1m 1.52% Added +209.9k +209,933
80 D.A. DAVIDSON & CO. 0.16% of their portfolio GREAT FALLS, MT 618,038618.0k $29.0m $29.0m 0.16% Added +77.6k +77,603
81 Aptus Capital Advisors, LLC 0.21% of their portfolio FAIRHOPE, AL 617,587617.6k $29.0m $29.0m 0.21% Added +3.1k +3,113
82 GUARDIAN WEALTH ADVISORS, LLC / NC 1.64% of their portfolio RALEIGH, NC 617,587617.6k $29.0m $29.0m 1.64% Added +3.1k +3,113
83 Mach-1 Financial Group, LLC 11.16% of their portfolio Rogers, AR 613,574613.6k $28.8m $28.8m 11.16% Reduced -4.6k -4,577
84 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 611,782611.8k $28.7m $28.7m 0.03% Added +302.2k +302,209
85 Mascoma Wealth Management LLC 5.22% of their portfolio HANOVER, NH 600,244600.2k $28.2m $28.2m 5.22% Added +38.9k +38,873
86 FOUNDERS FINANCIAL SECURITIES LLC 1.42% of their portfolio TOWSON, MD 589,566589.6k $27.7m $27.7m 1.42% Added +84.4k +84,357
87 WealthPlan Investment Management, LLC 1.36% of their portfolio OMAHA, NE 581,531581.5k $27.3m $27.3m 1.36% Added +174.6k +174,635
88 Horizon Investments, LLC 0.29% of their portfolio Charlotte, NC 572,286572.3k $26.7m $26.7m 0.29% Reduced -416.1k -416,054
89 AlphaCore Capital LLC 0.48% of their portfolio LA JOLLA, CA 552,176552.2k $25.9m $25.9m 0.48% Reduced -9.9k -9,933
90 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 543,683543.7k $25.5m $25.5m 0.00% Unchanged
91 Waterloo Capital, L.P. 1.43% of their portfolio AUSTIN, TX 540,035540.0k $25.3m $25.3m 1.43% Added +90.1k +90,133
92 Magnus Financial Group LLC 1.77% of their portfolio NEW YORK, NY 531,372531.4k $24.9m $24.9m 1.77% Added +37.6k +37,595
93 Spire Wealth Management 0.75% of their portfolio MCLEAN, VA 531,055531.1k $24.9m $24.9m 0.75% Added +14 +14
94 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 498,974499.0k $23.4m $23.4m 0.08% Reduced -33.8k -33,839
95 TD Capital Management LLC 1.86% of their portfolio MEMPHIS, TN 485,392485.4k $22.8m $22.8m 1.86% Added +73.5k +73,501
96 FAGAN ASSOCIATES, INC. 2.80% of their portfolio TROY, NY 484,437484.4k $22.7m $22.7m 2.80% Added +39.1k +39,112
97 Bond & Devick Financial Network, Inc. 5.56% of their portfolio ST. LOUIS PARK, MN 480,768480.8k $22.6m $22.6m 5.56% Added +23.4k +23,447
98 STEPHENS INC /AR/ 0.25% of their portfolio LITTLE ROCK, AR 471,767471.8k $22.1m $22.1m 0.25% Added +7.4k +7,418
99 Steele Capital Management, Inc. 0.81% of their portfolio DUBUQUE, IA 471,492471.5k $22.1m $22.1m 0.81% Reduced -11.7k -11,651
100 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 471,415471.4k $22.1m $22.1m 0.03% Added +4.2k +4,165