Vault-13

J P MORGAN EXCHANGE TRADED F JMOM

US MOMENTUM · ETP · CUSIP 46641Q779

158 institutional holders +17 vs Q1 2026
21,985,42822.0m shares reported held*
$1.8bnreported value*
26 new 53 added 57 reduced 9 sold out net bought ≈ $155.7m (+1.9m 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 ($15.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $83.82.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 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: 141Q2 26: 158158Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026158

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 43 bought or addedQ3 24: 34 cut or sold outQ4 24: 48 bought or addedQ4 24: 40 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 53 cut or sold outQ2 25: 68 bought or addedQ2 25: 46 cut or sold outQ2 25Q3 25: 59 bought or addedQ3 25: 61 cut or sold outQ4 25: 73 bought or addedQ4 25: 46 cut or sold outQ4 25Q1 26: 90 bought or addedQ1 26: 45 cut or sold outQ2 26: 79 bought or addedQ2 26: 66 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244334
Q4 20244840
Q1 20256253
Q2 20256846
Q3 20255961
Q4 20257346
Q1 20269045
Q2 20267966

Biggest buyers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +561,020+561.0k
LPL Financial LLC Added +424,222+424.2k
EP Wealth Advisors, LLC Added +348,797+348.8k
CABOT WEALTH MANAGEMENT INC New +172,574+172.6k
Equitable Holdings, Inc. Added +159,690+159.7k
Shore Point Advisors, LLC Added +44,423+44.4k
Fifth Third Wealth Advisors LLC New +44,206+44.2k
Blue Trust, Inc. Added +43,879+43.9k
Vise Technologies, Inc. Added +35,831+35.8k
SILVER OAK SECURITIES, INCORPORATED Added +29,469+29.5k

Biggest sellers

West Wealth Group, LLC Reduced -39,027-39.0k
WIN ADVISORS, INC Sold out -35,103-35.1k
Orion Porfolio Solutions, LLC Reduced -24,381-24.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -18,727-18.7k
First Heartland Consultants, Inc. Reduced -9,061-9.1k
Zhang Financial LLC Reduced -8,729-8.7k
Hershey Financial Advisers, LLC Reduced -8,442-8.4k
Corient Private Wealth LP Reduced -7,750-7.8k
MARSHALL WACE, LLP Sold out -6,129-6.1k
Patriot Financial Group Insurance Agency, LLC Sold out -5,194-5.2k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.36% of their portfolio PLYMOUTH, MN 9,685,3759.7m $809.0m $809.0m 1.36% Added +561.0k +561,020
2 Blue Trust, Inc. 4.31% of their portfolio BRENTWOOD, TN 4,811,3254.8m $411.2m $411.2m 4.31% Added +43.9k +43,879
3 Equitable Holdings, Inc. 0.73% of their portfolio NEW YORK, NY 1,421,6101.4m $121.5m $121.5m 0.73% Added +159.7k +159,690
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 838,538838.5k $71.7m $71.7m 0.02% Added +424.2k +424,222
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 770,814770.8k $65.0m $65.0m 0.00% Added +13.1k +13,087
6 Shore Point Advisors, LLC 15.06% of their portfolio BRIELLE, NJ 701,536701.5k $44.0m $44.0m 15.06% Added +44.4k +44,423
7 EP Wealth Advisors, LLC 0.13% of their portfolio TORRANCE, CA 386,525386.5k $33.0m $33.0m 0.13% Added +348.8k +348,797
8 Nova R Wealth, Inc. 6.23% of their portfolio OVERLAND PARK, KS 249,662249.7k $21.3m $21.3m 6.23% Added +6.7k +6,673
9 MAGNOLIA CAPITAL ADVISORS LLC 3.46% of their portfolio RIDGELAND, MS 236,029236.0k $20.2m $20.2m 3.46% Reduced -2.9k -2,919
10 ARQ WEALTH ADVISORS, LLC 2.10% of their portfolio SCOTTSDALE, AZ 206,445206.4k $17.0m $17.0m 2.10% Added +17.6k +17,581
11 CABOT WEALTH MANAGEMENT INC 1.50% of their portfolio BEVERLY, MA 172,574172.6k $14.7m $14.7m 1.50% New
12 Vident Advisory, LLC 0.11% of their portfolio Alpharetta, GA 172,407172.4k $14.7m $14.7m 0.11% Added +3.8k +3,810
13 West Wealth Group, LLC 1.98% of their portfolio Irvine, CA 141,345141.3k $12.1m $12.1m 1.98% Reduced -39.0k -39,027
14 Cassia Capital Partners, LLC 5.68% of their portfolio WINSTON SALEM, NC 137,154137.2k $11.7m $11.7m 5.68% Reduced -4.3k -4,322
15 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 109,331109.3k $9.3m $9.3m 0.01% Reduced -7.8k -7,750
16 Vise Technologies, Inc. 0.09% of their portfolio NEW YORK, NY 89,18989.2k $7.6m $7.6m 0.09% Added +35.8k +35,831
17 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 79,31779.3k $6.8m $6.8m 0.02% Reduced -569 -569
18 5T Wealth, LLC 2.43% of their portfolio Napa, CA 76,46376.5k $6.5m $6.5m 2.43% Reduced -64 -64
19 Wealth Enhancement Trust Services, Inc. 0.69% of their portfolio SIOUX FALLS, SD 72,70272.7k $6.2m $6.2m 0.69% Added +27.6k +27,610
20 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 67,75667.8k $5.8m $5.8m 0.07% Added +2.3k +2,276
21 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 65,00065.0k $5.6m $5.6m 0.04% Reduced -24.4k -24,381
22 Kathmere Capital Management, LLC 0.26% of their portfolio WAYNE, PA 57,70957.7k $4.9m $4.9m 0.26% Reduced -2.5k -2,539
23 Fifth Third Securities, Inc. 0.28% of their portfolio Cincinnati, OH 57,24257.2k $4.9m $4.9m 0.28% Reduced -4.4k -4,361
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 53,51753.5k $4.6m $4.6m 0.00% Reduced -3.1k -3,067
25 KELLY FINANCIAL GROUP LLC 1.01% of their portfolio Wethersfield, CT 53,01653.0k $4.5m $4.5m 1.01% Reduced -926 -926
26 SILVER OAK SECURITIES, INCORPORATED 0.27% of their portfolio JACKSON, TN 52,23052.2k $4.5m $4.5m 0.27% Added +29.5k +29,469
27 Delos Wealth Advisors, LLC 2.19% of their portfolio DALLAS, TX 49,83149.8k $4.3m $4.3m 2.19% Added +919 +919
28 3Chopt Investment Partners, LLC 0.77% of their portfolio RICHMOND, VA 48,05948.1k $4.1m $4.1m 0.77% Unchanged
29 Skyline Advisors, Inc. 1.25% of their portfolio BELLINGHAM, WA 46,51646.5k $4.0m $4.0m 1.25% Added +3.1k +3,098
30 Strategic Financial Services, Inc. 0.17% of their portfolio UTICA, NY 44,93344.9k $3.8m $3.8m 0.17% Reduced -3.7k -3,654
31 Fifth Third Wealth Advisors LLC 0.11% of their portfolio Cincinnati, OH 44,20644.2k $3.8m $3.8m 0.11% New
32 INTRUST BANK NA 0.28% of their portfolio WICHITA, KS 44,00244.0k $3.8m $3.8m 0.28% Reduced -1.8k -1,823
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 41,52841.5k $3.5m $3.5m 0.00% Reduced -452 -452
34 Centennial Bank/AR/ 1.07% of their portfolio CONWAY, AR 38,89038.9k $3.3m $3.3m 1.07% Added +315 +315
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,76637.8k $3.2m $3.2m 0.00% Added +3.1k +3,135
36 Klaas Financial Asset Advisors, LLC 0.38% of their portfolio LOVES PARK, IL 35,64735.6k $3.0m $3.0m 0.38% Reduced -3.1k -3,123
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 34,25734.3k $2.9m $2.9m 0.00% Reduced -2.3k -2,272
38 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 32,94232.9k $2.8m $2.8m 0.00% Added +1.0k +1,010
39 NorthCrest Asset Manangement, LLC 0.07% of their portfolio PLYMOUTH, MN 32,23632.2k $2.7m $2.7m 0.07% Added +592 +592
40 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 30,29930.3k $2.6m $2.6m 0.00% Added +3.9k +3,865
41 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 29,28829.3k $2.5m $2.5m 0.00% Added +12.6k +12,629
42 Belpointe Asset Management LLC 0.07% of their portfolio RENO, NV 26,83626.8k $2.3m $2.3m 0.07% Added +4.5k +4,546
43 CFS Investment Advisory Services, LLC 0.15% of their portfolio TOTOWA, NJ 26,76126.8k $2.2m $2.2m 0.15% Reduced -3.1k -3,144
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 25,09025.1k $2.1m $2.1m 0.00% Added +11.2k +11,173
45 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 24,99225.0k $2.1m $2.1m 0.00% Added +3.9k +3,889
46 Hershey Financial Advisers, LLC 1.44% of their portfolio LANCASTER, PA 23,51423.5k $2.0m $2.0m 1.44% Reduced -8.4k -8,442
47 Professional Financial Advisors, LLC 0.34% of their portfolio NORTH PLATTE, NE 23,30323.3k $2.0m $2.0m 0.34% Reduced -1.2k -1,229
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,44522.4k $1.9m $1.9m 0.00% Added +3.7k +3,665
49 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 21,89121.9k $1.9m $1.9m 0.02% Reduced -651 -651
50 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.03% of their portfolio LOS ANGELES, CA 21,44021.4k $1.8m $1.8m 0.03% Reduced -1.5k -1,467
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,81820.8k $1.8m $1.8m 0.00% Reduced -18.7k -18,727
52 J HAGAN CAPITAL, INC. 0.82% of their portfolio LOUISVILLE, KY 20,67720.7k $1.8m $1.8m 0.82% Reduced -3 -3
53 Palumbo Wealth Management LLC 0.36% of their portfolio GREAT NECK, NY 20,04120.0k $1.7m $1.7m 0.36% Added +92 +92
54 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% of their portfolio Seattle, WA 19,86619.9k $1.7m $1.7m 0.02% Added +2.2k +2,189
55 IFG Advisory, LLC 0.06% of their portfolio ATLANTA, GA 18,95119.0k $1.6m $1.6m 0.06% New
56 17 CAPITAL PARTNERS, LLC 0.61% of their portfolio PHEONIX, AZ 15,66915.7k $1.3m $1.3m 0.61% Added +1.6k +1,555
57 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 14,56014.6k $1.2m $1.2m 0.01% Reduced -75 -75
58 MN Wealth Advisors, LLC 0.52% of their portfolio OVERLAND PARK, KS 14,22014.2k $1.2m $1.2m 0.52% Reduced -224 -224
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 14,08014.1k $1.2m $1.2m 0.00% Reduced -1.1k -1,134
60 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 13,34813.3k $1.1m $1.1m 0.01% Reduced -619 -619
61 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 12,88712.9k $1.1m $1.1m 0.01% Added +256 +256
62 TSA Wealth Managment LLC 0.31% of their portfolio HOUSTON, TX 12,71412.7k $1.1m $1.1m 0.31% Reduced -3.6k -3,645
63 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,54512.5k $1.1m $1.1m 0.00% Reduced -436 -436
64 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 12,03812.0k $1.0m $1.0m 0.00% Added +1.0k +1,037
65 First Heartland Consultants, Inc. 0.06% of their portfolio LAKE ST. LOUIS, MO 11,56211.6k $988.1k $988.1k 0.06% Reduced -9.1k -9,061
66 Gallacher Capital Management LLC 0.52% of their portfolio LONE TREE, CO 10,83410.8k $925.9k $925.9k 0.52% Reduced -1.9k -1,868
67 Triumph Capital Management 0.17% of their portfolio DENVER, CO 10,78410.8k $921.6k $921.6k 0.17% Added +5.7k +5,686
68 Linscomb Wealth, Inc. 0.04% of their portfolio Houston, TX 10,08510.1k $861.9k $861.9k 0.04% Added +2.7k +2,665
69 KICKSTAND VENTURES, LLC. 0.16% of their portfolio PITTSFORD, NY 9,99610.0k $854.3k $854.3k 0.16% Reduced -654 -654
70 Elevation Capital Advisory, LLC 0.32% of their portfolio BEND, OR 9,8029.8k $837.7k $837.7k 0.32% New
71 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 9,5679.6k $817.6k $817.6k 0.02% Added +263 +263
72 Stonebridge Financial Group, LLC/CA 0.11% of their portfolio SAN RAFAEL, CA 9,3379.3k $797.0k $797.0k 0.11% First filing
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,9468.9k $764.5k $764.5k 0.00% Added +2.4k +2,423
74 One Wealth Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 8,5208.5k $728.1k $728.1k 0.08% Reduced -1.3k -1,300
75 Patten Group, Inc. 0.11% of their portfolio CHATTANOOGA, TN 8,3358.3k $712.3k $712.3k 0.11% Unchanged
76 Asempa Wealth Advisors 0.53% of their portfolio BATON ROUGE, LA 8,1278.1k $694.5k $694.5k 0.53% Added +124 +124
77 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,8607.9k $671.7k $671.7k 0.00% Added +503 +503
78 LAKE STREET PRIVATE WEALTH, LLC 0.08% of their portfolio CHICAGO, IL 7,7507.8k $662.3k $662.3k 0.08% Reduced -948 -948
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,7337.7k $660.8k $660.8k 0.00% Added +2 +2
80 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,4177.4k $634.6k $634.6k 0.01% Reduced -528 -528
81 Brookwood Investment Group LLC 0.07% of their portfolio PHOENIX, AZ 7,4077.4k $633.0k $633.0k 0.07% Reduced -1.5k -1,510
82 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 7,2837.3k $622.4k $622.4k 0.00% Unchanged
83 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 7,0587.1k $603.2k $603.2k 0.01% Unchanged
84 Brightwater Advisory LLC 0.38% of their portfolio TAMPA, FL 7,0107.0k $599.1k $599.1k 0.38% Unchanged
85 Mayflower Financial Advisors, LLC 0.05% of their portfolio BOSTON, MA 6,7226.7k $574.5k $574.5k 0.05% Reduced -1.9k -1,943
86 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 6,4856.5k $553.7k $553.7k 0.00% Added +4.8k +4,814
87 Midwest Trust Co 0.01% of their portfolio Overland Park, KS 6,2866.3k $537.2k $537.2k 0.01% Unchanged
88 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,0456.0k $516.6k $516.6k 0.00% Added +1.2k +1,242
89 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,8815.9k $502.6k $502.6k 0.00% Added +227 +227
90 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 5,7445.7k $490.9k $490.9k 0.00% Added +1.4k +1,424
91 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,7255.7k $489.0k $489.0k 0.02% Added +1.7k +1,659
92 Castleview Partners, LLC 0.19% of their portfolio DALLAS, TX 5,1745.2k $442.2k $442.2k 0.19% Added +214 +214
93 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,1545.2k $440.5k $440.5k 0.00% Reduced -614 -614
94 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% of their portfolio Westlake, OH 5,0345.0k $430.2k $430.2k 0.02% Unchanged
95 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 5,0305.0k $430.0k $430.0k 0.00% Added +332 +332
96 Able Wealth Management LLC 0.10% of their portfolio Toms River, NJ 5,0305.0k $429.8k $429.8k 0.10% Reduced -2.2k -2,186
97 TBH Global Asset Management, LLC 0.08% of their portfolio Brentwood, TN 5,0105.0k $428.2k $428.2k 0.08% Added +549 +549
98 Cypress Wealth Services, LLC 0.05% of their portfolio PALM DESERT, CA 4,9805.0k $425.6k $425.6k 0.05% Reduced -1.2k -1,158
99 Vestmark Advisory Solutions, Inc. 0.00% of their portfolio Wakefield, MA 4,8644.9k $415.7k $415.7k 0.00% New
100 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 4,5774.6k $391.1k $391.1k 0.01% Unchanged