Vault-13

J P MORGAN EXCHANGE TRADED F JQUA

US QUALTY FCTR · ETP · CUSIP 46641Q761

460 institutional holders +6 vs Q4 2025
75,926,60475.9m shares reported held*
$4.7bnreported value*
38 new 174 added 174 reduced 33 sold out net sold ≈ $443.2m (-7.3m 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 ($886.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.34.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 86Q4 22: 107Q1 23: 132Q2 23: 174Q3 23: 204Q4 23: 258Q1 24: 285Q2 24: 312Q3 24: 324Q4 24: 377Q1 25: 380Q2 25: 403Q3 25: 408Q4 25: 454Q1 26: 460460Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202286
Q4 2022107
Q1 2023132
Q2 2023174
Q3 2023204
Q4 2023258
Q1 2024285
Q2 2024312
Q3 2024324
Q4 2024377
Q1 2025380
Q2 2025403
Q3 2025408
Q4 2025454
Q1 2026460

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 194 bought or addedQ2 24: 101 cut or sold outQ3 24: 187 bought or addedQ3 24: 119 cut or sold outQ3 24Q4 24: 181 bought or addedQ4 24: 149 cut or sold outQ1 25: 227 bought or addedQ1 25: 136 cut or sold outQ1 25Q2 25: 241 bought or addedQ2 25: 134 cut or sold outQ3 25: 206 bought or addedQ3 25: 171 cut or sold outQ3 25Q4 25: 213 bought or addedQ4 25: 185 cut or sold outQ1 26: 212 bought or addedQ1 26: 207 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024194101
Q3 2024187119
Q4 2024181149
Q1 2025227136
Q2 2025241134
Q3 2025206171
Q4 2025213185
Q1 2026212207

Biggest buyers

Savant Capital, LLC Added +1,160,024+1.2m
Focus Partners Wealth Added +684,728+684.7k
HARBOUR INVESTMENTS, INC. Added +467,194+467.2k
Facet Wealth, Inc. Added +418,748+418.7k
Cetera Investment Advisers Added +303,867+303.9k
Cerity Partners LLC Added +278,378+278.4k
Avidian Wealth Enterprises, LLC Added +207,551+207.6k
Marks Group Wealth Management, Inc Added +196,871+196.9k
Integrated Wealth Concepts LLC Added +148,405+148.4k
Betterment LLC Added +140,067+140.1k

Biggest sellers

SIGNATUREFD, LLC Reduced -4,943,098-4.9m
MORGAN STANLEY Reduced -1,106,117-1.1m
LPL Financial LLC Reduced -648,460-648.5k
TWO SIGMA INVESTMENTS, LP Sold out -607,400-607.4k
Beaumont Financial Advisors, LLC Sold out -533,232-533.2k
MIDLAND WEALTH ADVISORS, LLC Reduced -443,371-443.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -395,957-396.0k
Octavia Wealth Advisors, LLC Reduced -341,529-341.5k
JPMORGAN CHASE & CO Reduced -325,552-325.6k
MML INVESTORS SERVICES, LLC Reduced -319,179-319.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 3.38% of their portfolio ROCKFORD, IL 11,416,98611.4m $700.1m $700.1m 3.38% Added +1.2m +1,160,024
2 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 4,032,9594.0m $247.3m $247.3m 0.07% Reduced -648.5k -648,460
3 Sage Mountain Advisors LLC 12.73% of their portfolio ATLANTA, GA 2,967,0773.0m $181.9m $181.9m 12.73% Added +27.5k +27,525
4 Focus Partners Wealth 0.14% of their portfolio ST LOUIS, MO 2,053,2342.1m $125.9m $125.9m 0.14% Added +684.7k +684,728
5 ST GERMAIN D J CO INC 4.65% of their portfolio SPRINGFIELD, MA 1,915,6351.9m $117.5m $117.5m 4.65% Added +15.4k +15,412
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,854,1501.9m $113.7m $113.7m 0.01% Reduced -1.1m -1,106,117
7 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,637,2491.6m $100.4m $100.4m 0.03% Added +76.1k +76,133
8 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,607,7721.6m $96.3m $96.3m 0.01% Reduced -325.6k -325,552
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,385,6801.4m $85.0m $85.0m 0.01% Reduced -100.2k -100,224
10 Savvy Advisors, Inc. 2.18% of their portfolio NEW YORK, NY 1,323,8741.3m $81.2m $81.2m 2.18% Reduced -34.7k -34,685
11 Facet Wealth, Inc. 1.35% of their portfolio WEST PALM BEACH, FL 1,267,7741.3m $77.7m $77.7m 1.35% Added +418.7k +418,748
12 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 1,262,3821.3m $77.4m $77.4m 0.05% Reduced -112.3k -112,260
13 Quadcap Wealth Management, LLC 8.70% of their portfolio Frisco, TX 1,245,1241.2m $76.4m $76.4m 8.70% Added +34.8k +34,752
14 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,032,4741.0m $63.3m $63.3m 0.07% Added +303.9k +303,867
15 LVZ, Inc. 7.12% of their portfolio Holland, MI 1,017,2801.0m $62.4m $62.4m 7.12% Added +15.8k +15,791
16 MIDLAND WEALTH ADVISORS, LLC 3.12% of their portfolio EFFINGHAM, IL 987,265987.3k $60.5m $60.5m 3.12% Reduced -443.4k -443,371
17 Hughes Financial Services, LLC 8.99% of their portfolio HERNDON, VA 953,690953.7k $58.5m $58.5m 8.99% Added +77.3k +77,295
18 Avidian Wealth Enterprises, LLC 1.85% of their portfolio Houston, TX 950,226950.2k $58.3m $58.3m 1.85% Added +207.6k +207,551
19 RVW Wealth, LLC 4.39% of their portfolio LOS ANGELES, CA 918,104918.1k $56.3m $56.3m 4.39% Added +14.1k +14,107
20 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 892,652892.7k $54.7m $54.7m 0.14% Added +4.7k +4,666
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 875,615875.6k $53.7m $53.7m 0.01% Reduced -263.4k -263,416
22 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 871,224871.2k $53.4m $53.4m 0.08% Reduced -140.8k -140,787
23 UMB Bank, n.a. 0.74% of their portfolio Kansas City, MO 865,784865.8k $53.1m $53.1m 0.74% Added +115.1k +115,105
24 Federation des caisses Desjardins du Quebec 0.17% of their portfolio LEVIS, A8 785,483785.5k $48.2m $48.2m 0.17% Reduced -226 -226
25 TFC Financial Management, Inc. 5.63% of their portfolio BOSTON, MA 745,616745.6k $45.7m $45.7m 5.63% Added +14.3k +14,297
26 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 743,042743.0k $45.6m $45.6m 0.06% Reduced -396.0k -395,957
27 Kestra Advisory Services, LLC 0.17% of their portfolio AUSTIN, TX 718,149718.1k $44.0m $44.0m 0.17% Reduced -31.4k -31,376
28 Warren Street Wealth Advisors, LLC 10.65% of their portfolio IRVINE, CA 679,158679.2k $41.6m $41.6m 10.65% Added +25.4k +25,360
29 Vertex Planning Partners, LLC 7.40% of their portfolio DOWNERS GROVE, IL 621,176621.2k $38.1m $38.1m 7.40% Added +17.9k +17,908
30 Goldstone Financial Group, LLC 3.86% of their portfolio OAKBROOK TERRACE, IL 580,418580.4k $35.6m $35.6m 3.86% Added +52.0k +51,982
31 Intellus Advisors LLC 4.83% of their portfolio NAPLES, FL 576,692576.7k $35.4m $35.4m 4.83% Reduced -142.4k -142,394
32 Equitable Holdings, Inc. 0.23% of their portfolio NEW YORK, NY 559,839559.8k $35.4m $35.4m 0.23% Added +44.5k +44,533
33 Spectrum Wealth Advisory Group, LLC 12.18% of their portfolio GRANITE BAY, CA 534,396534.4k $32.8m $32.8m 12.18% Added +4.6k +4,574
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 530,591530.6k $32.8m $32.8m 0.07% Reduced -103.8k -103,794
35 SIGNATUREFD, LLC 0.48% of their portfolio ATLANTA, GA 510,884510.9k $31.3m $31.3m 0.48% Reduced -4.9m -4,943,098
36 One Capital Management, LLC 0.83% of their portfolio WESTLAKE VILLAGE, CA 491,596491.6k $30.1m $30.1m 0.83% Reduced -174.5k -174,540
37 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.41% of their portfolio CINCINNATI, OH 479,264479.3k $31.9m $31.9m 0.41% Added +42.3k +42,303
38 HARBOUR INVESTMENTS, INC. 0.44% of their portfolio MADISON, WI 469,267469.3k $28.8m $28.8m 0.44% Added +467.2k +467,194
39 HEMMING& WEALTH MANAGEMENT, INC. 18.96% of their portfolio TRAVERSE CITY, MI 442,836442.8k $27.2m $27.2m 18.96% Reduced -27.8k -27,784
40 NewEdge Advisors, LLC 0.10% of their portfolio NEW ORLEANS, LA 442,773442.8k $27.2m $27.2m 0.10% Reduced -28.6k -28,631
41 Breakwater Capital Group 3.61% of their portfolio PARAMUS, NJ 439,064439.1k $26.9m $26.9m 3.61% Added +24.8k +24,796
42 Baker Avenue Asset Management, LP 0.61% of their portfolio SAN FRANCISCO, CA 438,390438.4k $26.9m $26.9m 0.61% Added +2.4k +2,395
43 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 384,169384.2k $23.6m $23.6m 0.03% Added +4.5k +4,525
44 Strategent Financial, LLC 15.80% of their portfolio HARRISONBURG, VA 379,444379.4k $23.3m $23.3m 15.80% Added +11.8k +11,835
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 366,692366.7k $22.5m $22.5m 0.00% Reduced -218.1k -218,136
46 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6.57% of their portfolio HIGHLAND PARK, IL 364,507364.5k $22.4m $22.4m 6.57% Added +9.1k +9,126
47 Sanchez Wealth Management Group 4.83% of their portfolio JACKSONVILLE, FL 364,036364.0k $22.3m $22.3m 4.83% Added +6.4k +6,372
48 Roof Eidam Maycock Peralta, LLC 5.08% of their portfolio San Francisco, CA 360,859360.9k $22.1m $22.1m 5.08% Added +6.8k +6,755
49 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 343,535343.5k $20.6m $20.6m 0.01% Added +51.5k +51,538
50 Tull Financial Group, Inc. 9.21% of their portfolio CHESAPEAKE, VA 336,446336.4k $20.6m $20.6m 9.21% Reduced -254.5k -254,511
51 Dynamic Advisor Solutions LLC 0.63% of their portfolio PHOENIX, AZ 323,966324.0k $19.9m $19.9m 0.63% Added +10.6k +10,565
52 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 317,882317.9k $19.5m $19.5m 0.03% Reduced -112.7k -112,692
53 Waterway Wealth Management, LLC 3.91% of their portfolio THE WOODLANDS, TX 317,431317.4k $17.7m $17.7m 3.91% Added +110.2k +110,159
54 Stratos Wealth Partners, LTD. 0.22% of their portfolio BEACHWOOD, OH 309,252309.3k $19.0m $19.0m 0.22% Reduced -121.3k -121,259
55 Geneos Wealth Management Inc. 0.43% of their portfolio ENGLEWOOD, CO 305,486305.5k $18.7m $18.7m 0.43% Added +23.0k +23,003
56 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 304,568304.6k $18.7m $18.7m 0.00% Reduced -213.4k -213,361
57 REDW Wealth LLC 7.14% of their portfolio ALBUQUERQUE, NM 292,091292.1k $17.9m $17.9m 7.14% Reduced -47.7k -47,706
58 VALICENTI ADVISORY SERVICES INC 3.86% of their portfolio ELMIRA, NY 288,971289.0k $17.7m $17.7m 3.86% Added +61.8k +61,768
59 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 285,193285.2k $17.5m $17.5m 0.02% Added +278.4k +278,378
60 KELLY FINANCIAL GROUP LLC 4.17% of their portfolio Wethersfield, CT 270,353270.4k $16.6m $16.6m 4.17% Added +10.0k +9,980
61 D'Orazio & Associates, Inc. 1.97% of their portfolio VIENNA, VA 248,204248.2k $15.2m $15.2m 1.97% Reduced -10.5k -10,520
62 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.03% of their portfolio NEWPORT BEACH, CA 245,908245.9k $15.1m $15.1m 2.03% Added +14.8k +14,768
63 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 239,643239.6k $14.7m $14.7m 0.04% Reduced -319.2k -319,179
64 Modern Wealth Management, LLC 0.25% of their portfolio KANSAS CITY, MO 237,872237.9k $14.6m $14.6m 0.25% Added +3.4k +3,420
65 Able Wealth Management LLC 3.73% of their portfolio Toms River, NJ 227,384227.4k $13.9m $13.9m 3.73% Added +653 +653
66 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 227,289227.3k $13.9m $13.9m 0.03% Added +4.5k +4,543
67 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 225,732225.7k $13.8m $13.8m 0.06% Reduced -266 -266
68 EP Wealth Advisors, LLC 0.07% of their portfolio TORRANCE, CA 223,725223.7k $13.7m $13.7m 0.07% Added +81.5k +81,498
69 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 222,980223.0k $13.7m $13.7m 0.07% Added +4.1k +4,100
70 Per Stirling Capital Management, LLC. 1.43% of their portfolio AUSTIN, TX 210,850210.8k $12.9m $12.9m 1.43% Reduced -1.3k -1,306
71 Cornerstone Wealth Management, LLC 0.64% of their portfolio ST. PETERS, MO 208,127208.1k $12.8m $12.8m 0.64% Added +36.7k +36,708
72 Marks Group Wealth Management, Inc 1.23% of their portfolio MINNETONKA, MN 207,754207.8k $12.7m $12.7m 1.23% Added +196.9k +196,871
73 PARK AVENUE SECURITIES LLC 0.10% of their portfolio NEW YORK, NY 205,208205.2k $12.6m $12.6m 0.10% Added +3.4k +3,400
74 PETRA FINANCIAL ADVISORS INC 7.48% of their portfolio COLORADO SRPINGS, CO 197,028197.0k $12.1m $12.1m 7.48% Added +11.5k +11,544
75 Keystone Financial Group 0.82% of their portfolio LEXINGTON, KY 196,293196.3k $12.0m $12.0m 0.82% Added +9.3k +9,255
76 Sanctuary Advisors, LLC 0.06% of their portfolio INDIANAPOLIS, IN 194,304194.3k $11.9m $11.9m 0.06% Reduced -18.3k -18,283
77 West Wealth Group, LLC 2.30% of their portfolio Irvine, CA 190,199190.2k $11.7m $11.7m 2.30% Reduced -208.2k -208,231
78 Weil Company, Inc. 2.61% of their portfolio SAN DIEGO, CA 189,911189.9k $11.6m $11.6m 2.61% Added +40.5k +40,502
79 Prism Advisors, Inc. 3.07% of their portfolio STUDIO CITY, CA 187,568187.6k $11.5m $11.5m 3.07% Added +14.5k +14,521
80 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 186,427186.4k $11.4m $11.4m 0.01% Reduced -2.8k -2,769
81 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 184,053184.1k $11.3m $11.3m 0.02% Reduced -134.1k -134,086
82 Alpha Zero LLC 5.54% of their portfolio BOCA RATON, FL 178,603178.6k $11.0m $11.0m 5.54% Added +9.6k +9,590
83 Ledyard National Bank 0.93% of their portfolio HANOVER, NH 174,140174.1k $10.7m $10.7m 0.93% Added +3.7k +3,701
84 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 172,899172.9k $10.6m $10.6m 0.08% Added +148.4k +148,405
85 INDEPENDENT FINANCIAL GROUP, LLC 0.24% of their portfolio SAN DIEGO, CA 170,851170.9k $10.5m $10.5m 0.24% Added +5.2k +5,232
86 J.W. COLE ADVISORS, INC. 0.35% of their portfolio TAMPA, FL 169,793169.8k $10.4m $10.4m 0.35% Added +2.9k +2,888
87 Plan Group Financial, LLC 2.41% of their portfolio OKLAHOMA CITY, OK 167,437167.4k $10.3m $10.3m 2.41% Added +82.4k +82,440
88 True North Advisors, LLC 1.17% of their portfolio Dallas, TX 167,127167.1k $10.2m $10.2m 1.17% Reduced -29.5k -29,489
89 Mariner, LLC 0.01% of their portfolio Overland Park, KS 164,024164.0k $10.1m $10.1m 0.01% Added +10.8k +10,793
90 Ameritas Advisory Services, LLC 0.38% of their portfolio Lincoln, NE 159,817159.8k $9.8m $9.8m 0.38% Reduced -29.7k -29,746
91 WOODMONT INVESTMENT COUNSEL LLC 0.59% of their portfolio NASHVILLE, TN 156,626156.6k $9.6m $9.6m 0.59% Added +12.8k +12,766
92 Perigon Wealth Management, LLC 0.17% of their portfolio SAN FRANCISCO, CA 156,302156.3k $9.6m $9.6m 0.17% Added +1.5k +1,478
93 SEAMOUNT FINANCIAL GROUP INC 4.28% of their portfolio COLORADO SPRINGS, CO 154,992155.0k $9.5m $9.5m 4.28% Added +3.9k +3,882
94 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 150,180150.2k $9.2m $9.2m 0.04% Reduced -5.6k -5,556
95 Betterment LLC 0.02% of their portfolio NEW YORK, NY 149,776149.8k $9.2m $9.2m 0.02% Added +140.1k +140,067
96 BENJAMIN EDWARDS INC 0.08% of their portfolio Clayton, MO 136,379136.4k $8.4m $8.4m 0.08% Added +5.8k +5,829
97 MBA Advisors LLC 3.19% of their portfolio HERMITAGE, PA 135,353135.4k $8.3m $8.3m 3.19% Added +2.1k +2,069
98 Clarus Wealth Advisors 3.57% of their portfolio PEORIA, AZ 134,903134.9k $8.4m $8.4m 3.57% Reduced -569 -569
99 Navalign, LLC 2.02% of their portfolio ENCINO, CA 130,438130.4k $8.0m $8.0m 2.02% Added +9.6k +9,594
100 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 128,637128.6k $7.9m $7.9m 0.06% Reduced -14.4k -14,441