Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

141 institutional holders +10 vs Q4 2025
20,328,83320.3m shares reported held*
$1.4bnreported value*
26 new 64 added 31 reduced 14 sold out net sold ≈ $176.7m (-2.6m 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 ($11.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.79.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 41Q4 22: 48Q1 23: 47Q2 23: 47Q3 23: 54Q4 23: 68Q1 24: 77Q2 24: 73Q3 24: 81Q4 24: 99Q1 25: 110Q2 25: 120Q3 25: 123Q4 25: 131Q1 26: 141141Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202241
Q4 202248
Q1 202347
Q2 202347
Q3 202354
Q4 202368
Q1 202477
Q2 202473
Q3 202481
Q4 202499
Q1 2025110
Q2 2025120
Q3 2025123
Q4 2025131
Q1 2026141

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 40 bought or addedQ2 24: 35 cut or sold outQ3 24: 43 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 48 bought or addedQ4 24: 40 cut or sold outQ1 25: 62 bought or addedQ1 25: 53 cut or sold outQ1 25Q2 25: 68 bought or addedQ2 25: 46 cut or sold outQ3 25: 59 bought or addedQ3 25: 61 cut or sold outQ3 25Q4 25: 73 bought or addedQ4 25: 46 cut or sold outQ1 26: 90 bought or addedQ1 26: 45 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244035
Q3 20244334
Q4 20244840
Q1 20256253
Q2 20256846
Q3 20255961
Q4 20257346
Q1 20269045

Biggest buyers

JPMORGAN CHASE & CO Added +179,743+179.7k
Equitable Holdings, Inc. Added +152,670+152.7k
MAGNOLIA CAPITAL ADVISORS LLC Added +105,967+106.0k
Nova R Wealth, Inc. Added +88,316+88.3k
Blue Trust, Inc. Added +83,512+83.5k
West Wealth Group, LLC Added +74,242+74.2k
CWM, LLC Added +65,304+65.3k
Skyline Advisors, Inc. New +43,418+43.4k
LPL Financial LLC Added +41,643+41.6k
EP Wealth Advisors, LLC New +37,728+37.7k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -3,122,339-3.1m
Klaas Financial Asset Advisors, LLC Reduced -399,019-399.0k
Corient Private Wealth LP Reduced -119,065-119.1k
TWO SIGMA INVESTMENTS, LP Sold out -60,400-60.4k
Atria Investments, Inc Sold out -41,504-41.5k
First Heartland Consultants, Inc. Reduced -40,742-40.7k
IFG Advisory, LLC Sold out -21,573-21.6k
HighTower Advisors, LLC Reduced -21,495-21.5k
MORGAN STANLEY Reduced -18,628-18.6k
ROYAL BANK OF CANADA Reduced -11,210-11.2k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.38% of their portfolio PLYMOUTH, MN 9,124,3559.1m $628.2m $628.2m 1.38% Reduced -3.1m -3,122,339
2 Blue Trust, Inc. 3.71% of their portfolio BRENTWOOD, TN 4,767,4464.8m $323.8m $323.8m 3.71% Added +83.5k +83,512
3 Equitable Holdings, Inc. 0.55% of their portfolio NEW YORK, NY 1,261,9201.3m $86.0m $86.0m 0.55% Added +152.7k +152,670
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 757,727757.7k $49.8m $49.8m 0.00% Added +179.7k +179,743
5 Shore Point Advisors, LLC 13.65% of their portfolio BRIELLE, NJ 657,113657.1k $34.6m $34.6m 13.65% Added +20.0k +20,005
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 414,316414.3k $28.1m $28.1m 0.01% Added +41.6k +41,643
7 Nova R Wealth, Inc. 5.27% of their portfolio OVERLAND PARK, KS 242,989243.0k $16.5m $16.5m 5.27% Added +88.3k +88,316
8 MAGNOLIA CAPITAL ADVISORS LLC 3.19% of their portfolio RIDGELAND, MS 238,948238.9k $16.2m $16.2m 3.19% Added +106.0k +105,967
9 CWM, LLC 0.03% of their portfolio OMAHA, NE 191,103191.1k $13.0m $13.0m 0.03% Added +65.3k +65,304
10 ARQ WEALTH ADVISORS, LLC 2.31% of their portfolio SCOTTSDALE, AZ 188,864188.9k $12.8m $12.8m 2.31% Added +13.9k +13,930
11 West Wealth Group, LLC 2.42% of their portfolio Irvine, CA 180,372180.4k $12.3m $12.3m 2.42% Added +74.2k +74,242
12 Vident Advisory, LLC 0.10% of their portfolio Alpharetta, GA 168,597168.6k $11.5m $11.5m 0.10% Added +12.0k +12,007
13 Cassia Capital Partners, LLC 4.94% of their portfolio WINSTON SALEM, NC 141,476141.5k $9.6m $9.6m 4.94% Added +11.6k +11,610
14 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 117,081117.1k $8.0m $8.0m 0.01% Reduced -119.1k -119,065
15 Orion Porfolio Solutions, LLC 0.05% of their portfolio OMAHA, NE 89,38189.4k $6.1m $6.1m 0.05% Added +28.6k +28,560
16 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 79,88679.9k $5.4m $5.4m 0.03% Added +927 +927
17 5T Wealth, LLC 2.05% of their portfolio Napa, CA 76,52776.5k $5.2m $5.2m 2.05% Added +8.8k +8,818
18 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 65,48065.5k $4.4m $4.4m 0.06% Added +755 +755
19 Fifth Third Securities, Inc. 0.27% of their portfolio Cincinnati, OH 61,60361.6k $4.2m $4.2m 0.27% Reduced -2.8k -2,773
20 Kathmere Capital Management, LLC 0.25% of their portfolio WAYNE, PA 60,24860.2k $4.1m $4.1m 0.25% Reduced -542 -542
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 56,58456.6k $3.8m $3.8m 0.00% Added +3.9k +3,873
22 KELLY FINANCIAL GROUP LLC 0.92% of their portfolio Wethersfield, CT 53,94253.9k $3.7m $3.7m 0.92% Added +14.2k +14,186
23 Vise Technologies, Inc. 0.07% of their portfolio NEW YORK, NY 53,35853.4k $3.6m $3.6m 0.07% Unchanged
24 Delos Wealth Advisors, LLC 1.90% of their portfolio DALLAS, TX 48,91248.9k $3.3m $3.3m 1.90% Added +3.6k +3,558
25 Strategic Financial Services, Inc. 0.16% of their portfolio UTICA, NY 48,58748.6k $3.3m $3.3m 0.16% Reduced -512 -512
26 3Chopt Investment Partners, LLC 0.75% of their portfolio RICHMOND, VA 48,05948.1k $3.3m $3.3m 0.75% Unchanged
27 INTRUST BANK NA 0.25% of their portfolio WICHITA, KS 45,82545.8k $3.1m $3.1m 0.25% Reduced -4.0k -4,014
28 Wealth Enhancement Trust Services, Inc. 0.37% of their portfolio SIOUX FALLS, SD 45,09245.1k $3.1m $3.1m 0.37% Added +34.0k +34,043
29 Skyline Advisors, Inc. 1.03% of their portfolio BELLINGHAM, WA 43,41843.4k $2.9m $2.9m 1.03% New
30 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,98042.0k $2.9m $2.9m 0.00% Added +1.9k +1,903
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 39,54539.5k $2.7m $2.7m 0.00% Added +20.2k +20,196
32 Klaas Financial Asset Advisors, LLC 0.36% of their portfolio LOVES PARK, IL 38,77038.8k $2.6m $2.6m 0.36% Reduced -399.0k -399,019
33 Centennial Bank/AR/ 0.94% of their portfolio CONWAY, AR 38,57538.6k $2.6m $2.6m 0.94% Added +2.1k +2,142
34 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 37,72837.7k $2.6m $2.6m 0.01% New
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,52936.5k $2.5m $2.5m 0.00% Reduced -21.5k -21,495
36 WIN ADVISORS, INC 1.09% of their portfolio PALM BEACH GARDENS, FL 35,10335.1k $2.4m $2.4m 1.09% New
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,63134.6k $2.4m $2.4m 0.00% Reduced -11.2k -11,210
38 Hershey Financial Advisers, LLC 1.87% of their portfolio LANCASTER, PA 31,95632.0k $2.2m $2.2m 1.87% New
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,93231.9k $2.2m $2.2m 0.00% Added +5.0k +5,036
40 NorthCrest Asset Manangement, LLC 0.07% of their portfolio PLYMOUTH, MN 31,64431.6k $2.2m $2.2m 0.07% Added +92 +92
41 CFS Investment Advisory Services, LLC 0.15% of their portfolio TOTOWA, NJ 29,90529.9k $2.2m $2.2m 0.15% Added +1.8k +1,838
42 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 26,43426.4k $1.8m $1.8m 0.00% Added +6.5k +6,533
43 Professional Financial Advisors, LLC 0.34% of their portfolio NORTH PLATTE, NE 24,53224.5k $1.7m $1.7m 0.34% Added +3.6k +3,554
44 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 22,90722.9k $1.6m $1.6m 0.03% Reduced -2.1k -2,058
45 SILVER OAK SECURITIES, INCORPORATED 0.11% of their portfolio JACKSON, TN 22,76122.8k $1.5m $1.5m 0.11% New
46 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 22,54222.5k $1.5m $1.5m 0.02% Reduced -196 -196
47 Belpointe Asset Management LLC 0.06% of their portfolio RENO, NV 22,29022.3k $1.5m $1.5m 0.06% Added +2.3k +2,251
48 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 21,10321.1k $1.4m $1.4m 0.00% Added +3.2k +3,185
49 J HAGAN CAPITAL, INC. 0.76% of their portfolio LOUISVILLE, KY 20,68020.7k $1.4m $1.4m 0.76% Added +4.5k +4,512
50 First Heartland Consultants, Inc. 0.11% of their portfolio LAKE ST. LOUIS, MO 20,62320.6k $1.4m $1.4m 0.11% Reduced -40.7k -40,742
51 Contango Wealth Management LLC 1.58% of their portfolio OAKLAND, CA 19,96720.0k $1.4m $1.4m 1.58% New
52 Palumbo Wealth Management LLC 0.33% of their portfolio GREAT NECK, NY 19,94919.9k $1.4m $1.4m 0.33% Unchanged
53 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,78018.8k $1.3m $1.3m 0.00% Reduced -5.0k -4,969
54 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 17,67717.7k $1.2m $1.2m 0.02% Added +544 +544
55 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 16,65916.7k $1.1m $1.1m 0.00% Reduced -2.5k -2,531
56 TSA Wealth Managment LLC 0.36% of their portfolio HOUSTON, TX 16,35916.4k $1.1m $1.1m 0.36% Added +4 +4
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 15,21415.2k $1.0m $1.0m 0.00% Added +1.4k +1,420
58 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,63514.6k $994.0k $994.0k 0.01% Added +422 +422
59 MN Wealth Advisors, LLC 0.48% of their portfolio OVERLAND PARK, KS 14,44414.4k $981.0k $981.0k 0.48% Added +216 +216
60 17 CAPITAL PARTNERS, LLC 0.50% of their portfolio PHEONIX, AZ 14,11414.1k $958.6k $958.6k 0.50% Added +904 +904
61 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 13,96714.0k $948.6k $948.6k 0.01% New
62 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 13,91713.9k $945.2k $945.2k 0.00% Reduced -357 -357
63 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,98113.0k $882.0k $882.0k 0.00% Added +1.1k +1,086
64 Gallacher Capital Management LLC 0.33% of their portfolio LONE TREE, CO 12,70212.7k $862.7k $862.7k 0.33% Reduced -3.0k -3,015
65 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 12,63112.6k $857.9k $857.9k 0.00% Added +12.2k +12,246
66 Zhang Financial LLC 0.03% of their portfolio PORTAGE, MI 12,34512.3k $838.5k $838.5k 0.03% New
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,00111.0k $747.2k $747.2k 0.00% Reduced -279 -279
68 KICKSTAND VENTURES, LLC. 0.15% of their portfolio PITTSFORD, NY 10,65010.7k $723.3k $723.3k 0.15% Added +144 +144
69 One Wealth Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 9,8209.8k $667.0k $667.0k 0.08% Reduced -221 -221
70 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 9,3049.3k $631.9k $631.9k 0.02% New
71 Brookwood Investment Group LLC 0.08% of their portfolio PHOENIX, AZ 8,9178.9k $605.6k $605.6k 0.08% Added +425 +425
72 LAKE STREET PRIVATE WEALTH, LLC 0.08% of their portfolio CHICAGO, IL 8,6988.7k $590.8k $590.8k 0.08% Added +802 +802
73 Mayflower Financial Advisors, LLC 0.07% of their portfolio BOSTON, MA 8,6658.7k $588.5k $588.5k 0.07% Reduced -3 -3
74 Patten Group, Inc. 0.10% of their portfolio CHATTANOOGA, TN 8,3358.3k $566.1k $566.1k 0.10% Added +534 +534
75 Asempa Wealth Advisors 0.48% of their portfolio BATON ROUGE, LA 8,0038.0k $550.7k $550.7k 0.48% Added +440 +440
76 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,9457.9k $540.4k $540.4k 0.01% Added +616 +616
77 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,7317.7k $525.1k $525.1k 0.00% Reduced -445 -445
78 Linscomb Wealth, Inc. 0.02% of their portfolio Houston, TX 7,4207.4k $504.0k $504.0k 0.02% New
79 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,3577.4k $499.7k $499.7k 0.00% New
80 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,2837.3k $494.7k $494.7k 0.00% New
81 Able Wealth Management LLC 0.13% of their portfolio Toms River, NJ 7,2167.2k $490.1k $490.1k 0.13% Added +273 +273
82 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 7,0587.1k $479.4k $479.4k 0.02% Unchanged
83 Brightwater Advisory LLC 0.31% of their portfolio TAMPA, FL 7,0107.0k $476.1k $476.1k 0.31% Reduced -22 -22
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,5236.5k $443.0k $443.0k 0.00% Added +139 +139
85 Midwest Trust Co 0.01% of their portfolio Overland Park, KS 6,2866.3k $426.9k $426.9k 0.01% New
86 Cypress Wealth Services, LLC 0.06% of their portfolio PALM DESERT, CA 6,1386.1k $416.9k $416.9k 0.06% Reduced -10 -10
87 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 6,1296.1k $416.3k $416.3k 0.00% New
88 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,7685.8k $391.8k $391.8k 0.00% Reduced -18.6k -18,628
89 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,6545.7k $384.0k $384.0k 0.00% Added +29 +29
90 Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio Westborough, MA 5,1945.2k $352.8k $352.8k 0.02% New
91 Triumph Capital Management 0.07% of their portfolio DENVER, CO 5,0985.1k $346.3k $346.3k 0.07% Added +1.6k +1,576
92 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 5,0345.0k $341.9k $341.9k 0.02% Reduced -339 -339
93 Castleview Partners, LLC 0.17% of their portfolio DALLAS, TX 4,9605.0k $336.9k $336.9k 0.17% Added +175 +175
94 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 4,8034.8k $326.2k $326.2k 0.00% Added +1.1k +1,072
95 FMR LLC 0.00% of their portfolio BOSTON, MA 4,7784.8k $324.5k $324.5k 0.00% Added +1.5k +1,460
96 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,6984.7k $319.0k $319.0k 0.00% Reduced -464 -464
97 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 4,5774.6k $310.9k $310.9k 0.01% Unchanged
98 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,5354.5k $308.0k $308.0k 0.00% Reduced -1.4k -1,440
99 TBH Global Asset Management, LLC 0.06% of their portfolio Brentwood, TN 4,4614.5k $303.0k $303.0k 0.06% New
100 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 4,3534.4k $295.7k $295.7k 0.01% Added +821 +821