Vault-13

J P MORGAN EXCHANGE TRADED F JQUA

US QUALTY FCTR · ETP · CUSIP 46641Q761

478 institutional holders +18 vs Q1 2026
79,064,82279.1m shares reported held*
$5.7bnreported value*
52 new 164 added 181 reduced 24 sold out net bought ≈ $248.4m (+3.5m 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 ($6.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.12. Options: 1 managers hold calls ($216.8k notional), 0 hold puts (—).

Trends to Q2 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: 460Q2 26: 478478Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026478

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 187 bought or addedQ3 24: 119 cut or sold outQ4 24: 181 bought or addedQ4 24: 149 cut or sold outQ4 24Q1 25: 227 bought or addedQ1 25: 136 cut or sold outQ2 25: 241 bought or addedQ2 25: 134 cut or sold outQ2 25Q3 25: 206 bought or addedQ3 25: 171 cut or sold outQ4 25: 213 bought or addedQ4 25: 185 cut or sold outQ4 25Q1 26: 212 bought or addedQ1 26: 207 cut or sold outQ2 26: 216 bought or addedQ2 26: 205 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024187119
Q4 2024181149
Q1 2025227136
Q2 2025241134
Q3 2025206171
Q4 2025213185
Q1 2026212207
Q2 2026216205

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $216.8kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$216.8k$00.00

Biggest buyers

Savant Capital, LLC Added +1,127,740+1.1m
Cambridge Investment Research Advisors, Inc. Added +818,136+818.1k
EP Wealth Advisors, LLC Added +801,315+801.3k
Focus Partners Wealth Added +581,233+581.2k
JPMORGAN CHASE & CO Added +250,337+250.3k
Mason & Associates Inc New +247,077+247.1k
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC Added +231,574+231.6k
Cetera Investment Advisers Added +161,592+161.6k
Ameritas Advisory Services, LLC Added +158,214+158.2k
Fifth Third Wealth Advisors LLC Added +131,912+131.9k

Biggest sellers

LPL Financial LLC Reduced -513,525-513.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -210,571-210.6k
West Wealth Group, LLC Sold out -190,199-190.2k
Waterway Wealth Management, LLC Reduced -173,441-173.4k
Keystone Financial Group Reduced -142,673-142.7k
Mariner, LLC Reduced -124,797-124.8k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -122,061-122.1k
Redhawk Wealth Advisors, Inc. Reduced -103,910-103.9k
Able Wealth Management LLC Reduced -99,217-99.2k
Cobblestone Asset Management LLC Sold out -82,709-82.7k

Biggest calls

Belvedere Trading LLC New $216.8k3.0k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Savant Capital, LLC 2.66% of their portfolio ROCKFORD, IL 12,544,72612.5m $906.7m $906.7m 2.66% Added +1.1m +1,127,740
2 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 3,519,4343.5m $254.4m $254.4m 0.06% Reduced -513.5k -513,525
3 Sage Mountain Advisors LLC 12.94% of their portfolio ATLANTA, GA 2,910,6572.9m $210.4m $210.4m 12.94% Reduced -56.4k -56,420
4 Focus Partners Wealth 0.20% of their portfolio ST LOUIS, MO 2,634,4672.6m $190.4m $190.4m 0.20% Added +581.2k +581,233
5 ST GERMAIN D J CO INC 4.99% of their portfolio SPRINGFIELD, MA 1,918,2861.9m $138.7m $138.7m 4.99% Added +2.7k +2,651
6 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,858,1091.9m $133.2m $133.2m 0.01% Added +250.3k +250,337
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,809,4521.8m $130.8m $130.8m 0.01% Reduced -44.7k -44,698
8 Cambridge Investment Research Advisors, Inc. 0.14% of their portfolio FAIRFIELD, IA 1,710,7881.7m $123.7m $123.7m 0.14% Added +818.1k +818,136
9 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,620,1041.6m $117.1m $117.1m 0.03% Reduced -17.1k -17,145
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,385,2161.4m $100.1m $100.1m 0.01% Reduced -464 -464
11 Savvy Advisors, Inc. 2.03% of their portfolio NEW YORK, NY 1,314,7961.3m $95.0m $95.0m 2.03% Reduced -9.1k -9,078
12 Facet Wealth, Inc. 1.31% of their portfolio WEST PALM BEACH, FL 1,268,9371.3m $91.7m $91.7m 1.31% Added +1.2k +1,163
13 Quadcap Wealth Management, LLC 8.87% of their portfolio Frisco, TX 1,260,4491.3m $91.1m $91.1m 8.87% Added +15.3k +15,325
14 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,194,0661.2m $86.3m $86.3m 0.08% Added +161.6k +161,592
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 1,051,8111.1m $76.0m $76.0m 0.04% Reduced -210.6k -210,571
16 EP Wealth Advisors, LLC 0.28% of their portfolio TORRANCE, CA 1,025,0401.0m $74.1m $74.1m 0.28% Added +801.3k +801,315
17 LVZ, Inc. 7.46% of their portfolio Holland, MI 1,015,7151.0m $73.4m $73.4m 7.46% Reduced -1.6k -1,565
18 Hughes Financial Services, LLC 9.69% of their portfolio HERNDON, VA 1,011,2741.0m $73.1m $73.1m 9.69% Added +57.6k +57,584
19 Avidian Wealth Enterprises, LLC 1.96% of their portfolio Houston, TX 980,654980.7k $70.9m $70.9m 1.96% Added +30.4k +30,428
20 MIDLAND WEALTH ADVISORS, LLC 3.31% of their portfolio EFFINGHAM, IL 973,572973.6k $70.4m $70.4m 3.31% Reduced -13.7k -13,693
21 RVW Wealth, LLC 4.53% of their portfolio LOS ANGELES, CA 952,795952.8k $68.9m $68.9m 4.53% Added +34.7k +34,691
22 UMB Bank, n.a. 0.83% of their portfolio Kansas City, MO 901,926901.9k $65.2m $65.2m 0.83% Added +36.1k +36,142
23 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 896,995897.0k $64.8m $64.8m 0.08% Added +25.8k +25,771
24 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 874,194874.2k $63.2m $63.2m 0.01% Reduced -1.4k -1,421
25 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 782,659782.7k $56.6m $56.6m 0.07% Added +39.6k +39,617
26 Federation des caisses Desjardins du Quebec 0.17% of their portfolio LEVIS, A8 774,472774.5k $56.0m $56.0m 0.17% Reduced -11.0k -11,011
27 TFC Financial Management, Inc. 6.12% of their portfolio BOSTON, MA 764,173764.2k $55.2m $55.2m 6.12% Added +18.6k +18,557
28 Warren Street Wealth Advisors, LLC 11.36% of their portfolio IRVINE, CA 695,856695.9k $50.3m $50.3m 11.36% Added +16.7k +16,698
29 Vertex Planning Partners, LLC 7.38% of their portfolio DOWNERS GROVE, IL 688,073688.1k $49.7m $49.7m 7.38% Added +66.9k +66,897
30 Kestra Advisory Services, LLC 0.16% of their portfolio AUSTIN, TX 683,750683.8k $49.4m $49.4m 0.16% Reduced -34.4k -34,399
31 Intellus Advisors LLC 5.01% of their portfolio NAPLES, FL 570,632570.6k $41.2m $41.2m 5.01% Reduced -6.1k -6,060
32 Equitable Holdings, Inc. 0.24% of their portfolio NEW YORK, NY 567,142567.1k $41.0m $41.0m 0.24% Added +7.3k +7,303
33 Goldstone Financial Group, LLC 3.68% of their portfolio OAKBROOK TERRACE, IL 556,388556.4k $40.2m $40.2m 3.68% Reduced -24.0k -24,030
34 Spectrum Wealth Advisory Group, LLC 11.02% of their portfolio GRANITE BAY, CA 535,194535.2k $38.7m $38.7m 11.02% Added +798 +798
35 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.45% of their portfolio CINCINNATI, OH 494,295494.3k $35.7m $35.7m 0.45% Added +15.0k +15,031
36 One Capital Management, LLC 0.84% of their portfolio WESTLAKE VILLAGE, CA 491,596491.6k $30.1m $30.1m 0.84% Unchanged
37 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 2.20% of their portfolio NEWPORT BEACH, CA 477,482477.5k $32.4m $32.4m 2.20% Added +231.6k +231,574
38 HARBOUR INVESTMENTS, INC. 0.45% of their portfolio MADISON, WI 460,857460.9k $33.3m $33.3m 0.45% Reduced -8.4k -8,410
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 459,444459.4k $33.3m $33.3m 0.06% Reduced -71.1k -71,147
40 Breakwater Capital Group 3.85% of their portfolio PARAMUS, NJ 444,100444.1k $32.1m $32.1m 3.85% Added +5.0k +5,036
41 Baker Avenue Asset Management, LP 0.61% of their portfolio SAN FRANCISCO, CA 441,326441.3k $31.9m $31.9m 0.61% Added +2.9k +2,936
42 SIGNATUREFD, LLC 0.42% of their portfolio ATLANTA, GA 439,499439.5k $31.8m $31.8m 0.42% Reduced -71.4k -71,385
43 HEMMING& WEALTH MANAGEMENT, INC. 19.17% of their portfolio TRAVERSE CITY, MI 435,713435.7k $31.5m $31.5m 19.17% Reduced -7.1k -7,123
44 NewEdge Advisors, LLC 0.09% of their portfolio NEW ORLEANS, LA 431,073431.1k $31.2m $31.2m 0.09% Reduced -11.7k -11,700
45 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 392,158392.2k $28.3m $28.3m 0.03% Added +8.0k +7,989
46 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 384,142384.1k $27.2m $27.2m 0.01% Added +40.6k +40,607
47 Strategent Financial, LLC 15.87% of their portfolio HARRISONBURG, VA 381,137381.1k $27.5m $27.5m 15.87% Added +1.7k +1,693
48 Sanchez Wealth Management Group 4.75% of their portfolio JACKSONVILLE, FL 375,076375.1k $27.1m $27.1m 4.75% Added +11.0k +11,040
49 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 6.77% of their portfolio HIGHLAND PARK, IL 371,322371.3k $26.8m $26.8m 6.77% Added +6.8k +6,815
50 Stratos Wealth Partners, LTD. 0.25% of their portfolio BEACHWOOD, OH 349,995350.0k $25.3m $25.3m 0.25% Added +40.7k +40,743
51 Dynamic Advisor Solutions LLC 0.72% of their portfolio PHOENIX, AZ 348,347348.3k $25.2m $25.2m 0.72% Added +24.4k +24,381
52 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 347,557347.6k $25.1m $25.1m 0.00% Reduced -19.1k -19,135
53 Roof Eidam Maycock Peralta, LLC 4.89% of their portfolio San Francisco, CA 343,162343.2k $24.8m $24.8m 4.89% Reduced -17.7k -17,697
54 Tull Financial Group, Inc. 9.49% of their portfolio CHESAPEAKE, VA 335,421335.4k $24.2m $24.2m 9.49% Reduced -1.0k -1,025
55 Geneos Wealth Management Inc. 0.49% of their portfolio ENGLEWOOD, CO 331,532331.5k $24.0m $24.0m 0.49% Added +26.0k +26,046
56 Ameritas Advisory Services, LLC 0.46% of their portfolio Lincoln, NE 318,031318.0k $23.0m $23.0m 0.46% Added +158.2k +158,214
57 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 317,843317.8k $23.0m $23.0m 0.04% Reduced -39 -39
58 VALICENTI ADVISORY SERVICES INC 4.00% of their portfolio ELMIRA, NY 292,987293.0k $21.2m $21.2m 4.00% Added +4.0k +4,016
59 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 288,029288.0k $20.8m $20.8m 0.03% Added +2.8k +2,836
60 PARK AVENUE SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 282,105282.1k $20.4m $20.4m 0.13% Added +76.9k +76,897
61 KELLY FINANCIAL GROUP LLC 4.34% of their portfolio Wethersfield, CT 270,282270.3k $19.5m $19.5m 4.34% Reduced -71 -71
62 REDW Wealth LLC 6.99% of their portfolio ALBUQUERQUE, NM 269,822269.8k $19.5m $19.5m 6.99% Reduced -22.3k -22,269
63 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 262,677262.7k $19.0m $19.0m 0.00% Reduced -41.9k -41,891
64 Cornerstone Wealth Management, LLC 0.80% of their portfolio ST. PETERS, MO 257,203257.2k $18.6m $18.6m 0.80% Added +49.1k +49,076
65 Mason & Associates Inc 2.88% of their portfolio LOS ANGELES, CA 247,077247.1k $17.9m $17.9m 2.88% New
66 Modern Wealth Management, LLC 0.21% of their portfolio KANSAS CITY, MO 237,625237.6k $17.2m $17.2m 0.21% Reduced -247 -247
67 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 236,360236.4k $17.1m $17.1m 0.03% Reduced -3.3k -3,283
68 D'Orazio & Associates, Inc. 1.93% of their portfolio VIENNA, VA 230,194230.2k $16.6m $16.6m 1.93% Reduced -18.0k -18,010
69 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 227,621227.6k $16.5m $16.5m 0.08% Added +77.4k +77,441
70 Marks Group Wealth Management, Inc 1.42% of their portfolio MINNETONKA, MN 224,884224.9k $16.3m $16.3m 1.42% Added +17.1k +17,130
71 Sanctuary Advisors, LLC 0.07% of their portfolio INDIANAPOLIS, IN 220,248220.2k $15.9m $15.9m 0.07% Added +25.9k +25,944
72 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 217,775217.8k $15.7m $15.7m 0.03% Reduced -9.5k -9,514
73 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 216,733216.7k $15.7m $15.7m 0.07% Reduced -6.2k -6,247
74 Per Stirling Capital Management, LLC. 1.46% of their portfolio AUSTIN, TX 211,334211.3k $15.3m $15.3m 1.46% Added +484 +484
75 Plan Group Financial, LLC 3.13% of their portfolio OKLAHOMA CITY, OK 208,959209.0k $15.1m $15.1m 3.13% Added +41.5k +41,522
76 PETRA FINANCIAL ADVISORS INC 6.93% of their portfolio COLORADO SRPINGS, CO 206,837206.8k $15.0m $15.0m 6.93% Added +9.8k +9,809
77 Weil Company, Inc. 2.59% of their portfolio SAN DIEGO, CA 203,625203.6k $14.7m $14.7m 2.59% Added +13.7k +13,714
78 Alpha Zero LLC 5.51% of their portfolio BOCA RATON, FL 201,527201.5k $14.5m $14.5m 5.51% Added +22.9k +22,924
79 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 201,492201.5k $14.6m $14.6m 0.06% Reduced -24.2k -24,240
80 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 188,900188.9k $13.7m $13.7m 0.01% Added +2.5k +2,473
81 Prism Advisors, Inc. 3.30% of their portfolio STUDIO CITY, CA 187,945187.9k $13.6m $13.6m 3.30% Added +377 +377
82 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 179,045179.0k $12.9m $12.9m 0.06% Added +6.1k +6,146
83 Ledyard National Bank 0.99% of their portfolio HANOVER, NH 170,884170.9k $12.4m $12.4m 0.99% Reduced -3.3k -3,256
84 WOODMONT INVESTMENT COUNSEL LLC 0.67% of their portfolio NASHVILLE, TN 169,718169.7k $12.3m $12.3m 0.67% Added +13.1k +13,092
85 True North Advisors, LLC 1.16% of their portfolio Dallas, TX 167,310167.3k $12.1m $12.1m 1.16% Added +183 +183
86 J.W. COLE ADVISORS, INC. 0.20% of their portfolio TAMPA, FL 164,746164.7k $11.9m $11.9m 0.20% Reduced -5.0k -5,047
87 Perigon Wealth Management, LLC 0.18% of their portfolio SAN FRANCISCO, CA 155,493155.5k $11.2m $11.2m 0.18% Reduced -809 -809
88 SEAMOUNT FINANCIAL GROUP INC 4.52% of their portfolio COLORADO SPRINGS, CO 155,205155.2k $11.2m $11.2m 4.52% Added +213 +213
89 Betterment LLC 0.02% of their portfolio NEW YORK, NY 151,401151.4k $10.9m $10.9m 0.02% Added +1.6k +1,625
90 Summit Financial, LLC 0.12% of their portfolio PARSIPPANY, NJ 147,258147.3k $10.6m $10.6m 0.12% Added +68.7k +68,737
91 Waterway Wealth Management, LLC 1.67% of their portfolio THE WOODLANDS, TX 143,990144.0k $8.2m $8.2m 1.67% Reduced -173.4k -173,441
92 BENJAMIN EDWARDS INC 0.09% of their portfolio Clayton, MO 138,425138.4k $10.0m $10.0m 0.09% Added +2.0k +2,046
93 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 138,391138.4k $10.0m $10.0m 0.08% Added +16.3k +16,288
94 Fifth Third Wealth Advisors LLC 0.28% of their portfolio Cincinnati, OH 137,850137.8k $10.0m $10.0m 0.28% Added +131.9k +131,912
95 MBA Advisors LLC 3.29% of their portfolio HERMITAGE, PA 133,585133.6k $9.7m $9.7m 3.29% Reduced -1.8k -1,768
96 Navalign, LLC 2.21% of their portfolio ENCINO, CA 131,050131.1k $9.5m $9.5m 2.21% Added +612 +612
97 Clarus Wealth Advisors 3.58% of their portfolio PEORIA, AZ 129,822129.8k $9.3m $9.3m 3.58% Reduced -5.1k -5,081
98 Able Wealth Management LLC 2.13% of their portfolio Toms River, NJ 128,167128.2k $9.3m $9.3m 2.13% Reduced -99.2k -99,217
99 Aprio Wealth Management, LLC 0.45% of their portfolio ATLANTA, GA 125,101125.1k $9.0m $9.0m 0.45% Added +110.2k +110,244
100 Tenzing Financial LLC 6.10% of their portfolio WILLIAMSBURG, VA 122,984123.0k $8.9m $8.9m 6.10% Reduced -1.0k -1,009