Vault-13

J P MORGAN EXCHANGE-TRADED F

BETABULDRS CDA · CUSIP 46641Q696

3 institutional holders +0 vs Q1 2026
76,07676.1k shares reported held*
$7.6mreported value*
0 new 1 added 2 reduced 0 sold out net bought ≈ $8.7k (+88 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. Holder counts are more reliable. Implied quarter-end price ≈ $99.40.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 3Q4 22: 3Q1 23: 3Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 3Q2 24: 3Q3 24: 3Q4 24: 3Q1 25: 2Q2 25: 2Q3 25: 2Q4 25: 2Q1 26: 3Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20223
Q1 20233
Q2 20233
Q3 20233
Q4 20233
Q1 20243
Q2 20243
Q3 20243
Q4 20243
Q1 20252
Q2 20252
Q3 20252
Q4 20252
Q1 20263
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 24: 2 bought or addedQ3 24: 0 cut or sold outQ4 24: 1 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 3 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 1 cut or sold outQ4 25: 0 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202420
Q4 202411
Q1 202503
Q2 202511
Q3 202511
Q4 202502
Q1 202621
Q2 202612

Biggest buyers

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Added +680+680

Biggest sellers

Blue Edge Capital, LLC Reduced -565-565
Palisades Hudson Asset Management, L.P. Reduced -27-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Blue Edge Capital, LLC 0.72% of their portfolio RICHMOND, VA 60,26960.3k $6.0m $6.0m 0.72% Reduced -565 -565
2 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio PORTLAND, OR 8,1858.2k $813.6k $813.6k 0.01% Added +680 +680
3 Palisades Hudson Asset Management, L.P. 0.27% of their portfolio FORT LAUDERDALE, FL 7,6227.6k $758.0k $758.0k 0.27% Reduced -27 -27