Vault-13

J P MORGAN EXCHANGE TRADED F JPST

ULTRA SHRT ETF · ETP · CUSIP 46641Q837

1,205 institutional holders +83 vs Q3 2025
486,759,430486.8m shares reported held*
$24.6bnreported value*
77 new 549 added 390 reduced 68 sold out net sold ≈ $3.9bn (-77.5m 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 ($7.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.62.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 863Q4 22: 933Q1 23: 918Q2 23: 955Q3 23: 968Q4 23: 974Q1 24: 953Q2 24: 992Q3 24: 980Q4 24: 1,080Q1 25: 1,099Q2 25: 1,118Q3 25: 1,122Q4 25: 1,2051,205Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022863
Q4 2022933
Q1 2023918
Q2 2023955
Q3 2023968
Q4 2023974
Q1 2024953
Q2 2024992
Q3 2024980
Q4 20241,080
Q1 20251,099
Q2 20251,118
Q3 20251,122
Q4 20251,205

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ1 24: 439 bought or addedQ1 24: 501 cut or sold outQ2 24: 488 bought or addedQ2 24: 464 cut or sold outQ2 24Q3 24: 486 bought or addedQ3 24: 460 cut or sold outQ4 24: 563 bought or addedQ4 24: 407 cut or sold outQ4 24Q1 25: 613 bought or addedQ1 25: 434 cut or sold outQ2 25: 613 bought or addedQ2 25: 469 cut or sold outQ2 25Q3 25: 618 bought or addedQ3 25: 445 cut or sold outQ4 25: 626 bought or addedQ4 25: 458 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024439501
Q2 2024488464
Q3 2024486460
Q4 2024563407
Q1 2025613434
Q2 2025613469
Q3 2025618445
Q4 2025626458

Calls vs puts

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

CallsPuts
$0$20k$40k$60kQ1 25 calls: $0Q1 25 puts: $55.7kQ1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$55.7k—
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—

Biggest buyers

LPL Financial LLC Added +1,459,312+1.5m
MORGAN STANLEY Added +1,449,509+1.4m
Lido Advisors, LLC Added +1,284,279+1.3m
RiverFront Investment Group, LLC Added +1,177,835+1.2m
FOSTER DYKEMA CABOT & PARTNERS, LLC Added +1,016,542+1.0m
Betterment LLC Added +1,002,505+1.0m
Thrivent Financial for Lutherans Added +938,617+938.6k
PFG Investments, LLC Added +870,053+870.1k
Focus Partners Wealth Added +863,988+864.0k
Cambridge Investment Research Advisors, Inc. Added +835,309+835.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -87,013,032-87.0m
OBSIDIAN CIO, LLC Reduced -1,403,981-1.4m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,391,192-1.4m
FMR LLC Reduced -1,033,242-1.0m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Reduced -1,001,800-1.0m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -993,732-993.7k
Spire Wealth Management Reduced -916,529-916.5k
Paragon Advisors, LLC Reduced -894,319-894.3k
OLD MISSION CAPITAL LLC Sold out -882,681-882.7k
Donoghue Forlines LLC Sold out -653,942-653.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.36% of their portfolio NEW YORK, NY 106,472,614106.5m $5.4bn $5.4bn 0.36% Reduced -87.0m -87,013,032
2 MORGAN STANLEY 0.19% of their portfolio NEW YORK, NY 61,468,76861.5m $3.1bn $3.1bn 0.19% Added +1.4m +1,449,509
3 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 19,620,90019.6m $992.6m $992.6m 0.27% Added +1.5m +1,459,312
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 16,175,29316.2m $818.3m $818.3m 0.06% Added +148.1k +148,067
5 Betterment LLC 1.27% of their portfolio NEW YORK, NY 13,181,10013.2m $666.8m $666.8m 1.27% Added +1.0m +1,002,505
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio SAN FRANCISCO, CA 11,445,39611.4m $579.0m $579.0m 0.09% Added +194.9k +194,855
7 FMR LLC 0.03% of their portfolio BOSTON, MA 10,749,65810.7m $543.8m $543.8m 0.03% Reduced -1.0m -1,033,242
8 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 9,606,9579.6m $486.0m $486.0m 0.10% Added +233.0k +233,025
9 UBS Group AG 0.09% of their portfolio ZURICH, V8 9,469,3989.5m $479.1m $479.1m 0.09% Added +531.1k +531,080
10 HB Wealth Management, LLC 3.08% of their portfolio Atlanta, GA 9,443,1099.4m $475.3m $475.3m 3.08% Added +140.5k +140,546
11 Temasek Holdings (Private) Ltd 0.97% of their portfolio SINGAPORE, U0 5,919,4945.9m $299.5m $299.5m 0.97% Unchanged
12 RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio ST. PETERSBURG, FL 5,897,6025.9m $298.4m $298.4m 0.09% Added +699.8k +699,780
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.39% of their portfolio PLYMOUTH, MN 5,695,6035.7m $288.3m $288.3m 0.39% Reduced -1.4m -1,391,192
14 FOSTER DYKEMA CABOT & PARTNERS, LLC 15.24% of their portfolio WALTHAM, MA 4,884,4804.9m $248.0m $248.0m 15.24% Added +1.0m +1,016,542
15 Cerity Partners LLC 0.36% of their portfolio NEW YORK, NY 4,882,9334.9m $247.0m $247.0m 0.36% Reduced -210.0k -210,011
16 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 4,837,9464.8m $244.8m $244.8m 0.04% Added +397.4k +397,425
17 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,335,8894.3m $219.4m $219.4m 0.07% Added +370.9k +370,927
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.13% of their portfolio MILWAUKEE, WI 4,013,4174.0m $203.0m $203.0m 0.13% Reduced -993.7k -993,732
19 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 3,514,1013.5m $177.8m $177.8m 0.04% Reduced -43.6k -43,578
20 Cambridge Investment Research Advisors, Inc. 0.44% of their portfolio FAIRFIELD, IA 3,271,9973.3m $165.5m $165.5m 0.44% Added +835.3k +835,309
21 Cetera Investment Advisers 0.17% of their portfolio SCHAUMBURG, IL 3,065,2693.1m $155.1m $155.1m 0.17% Added +130.7k +130,740
22 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 2,577,5172.6m $130.4m $130.4m 0.19% Reduced -244.6k -244,557
23 RiverFront Investment Group, LLC 2.11% of their portfolio RICHMOND, VA 2,530,2122.5m $128.0m $128.0m 2.11% Added +1.2m +1,177,835
24 AXXCESS WEALTH MANAGEMENT, LLC 1.74% of their portfolio CARLSBAD, CA 1,925,1521.9m $97.4m $97.4m 1.74% Added +761.0k +761,030
25 Cornerstone Management, Inc. 15.87% of their portfolio DULUTH, GA 1,923,8841.9m $97.3m $97.3m 15.87% Added +49.3k +49,265
26 Bridgewater Advisors Inc. 6.14% of their portfolio NEW YORK, NY 1,867,9881.9m $94.7m $94.7m 6.14% Added +59.9k +59,917
27 STIFEL FINANCIAL CORP 0.08% of their portfolio ST. LOUIS, MO 1,816,9961.8m $91.9m $91.9m 0.08% Reduced -37.6k -37,616
28 Ancora Advisors LLC 1.89% of their portfolio Cleveland, OH 1,806,9771.8m $91.4m $91.4m 1.89% Added +152.4k +152,366
29 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 1,774,5951.8m $89.8m $89.8m 0.05% Added +329.6k +329,598
30 COMMONWEALTH EQUITY SERVICES, LLC 0.12% of their portfolio WALTHAM, MA 1,770,4581.8m $89.6m $89.6m 0.12% Reduced -171.2k -171,179
31 QUADRANT CAPITAL GROUP LLC 2.66% of their portfolio CINCINNATI, OH 1,743,6251.7m $88.2m $88.2m 2.66% Added +239.5k +239,528
32 FIFTH THIRD BANCORP 0.27% of their portfolio CINCINNATI, OH 1,685,5831.7m $85.3m $85.3m 0.27% Added +304.0k +304,040
33 Legacy Wealth Management, LLC 4.76% of their portfolio MEMPHIS, TN 1,631,3621.6m $82.5m $82.5m 4.76% Added +83.1k +83,125
34 GREENWOOD GEARHART LLC 4.42% of their portfolio FAYETTEVILLE, AR 1,587,7841.6m $80.3m $80.3m 4.42% Added +192.9k +192,915
35 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 1,522,3451.5m $77.0m $77.0m 0.16% Added +80.6k +80,577
36 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 1,440,1921.4m $73.0m $73.0m 0.08% Added +864.0k +863,988
37 Lido Advisors, LLC 0.28% of their portfolio Los Angeles, CA 1,410,5531.4m $71.4m $71.4m 0.28% Added +1.3m +1,284,279
38 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.42% of their portfolio IRVING, TX 1,380,8401.4m $69.9m $69.9m 0.42% Added +229.9k +229,945
39 NorthCoast Asset Management LLC 1.51% of their portfolio STAMFORD, CT 1,348,7571.3m $68.2m $68.2m 1.51% Reduced -616.2k -616,234
40 Rock Creek Group LLC 7.35% of their portfolio Washington, DC 1,294,9291.3m $65.5m $65.5m 7.35% Added +37.9k +37,892
41 Thrivent Financial for Lutherans 0.11% of their portfolio Minneapolis, MN 1,266,8261.3m $64.2m $64.2m 0.11% Added +938.6k +938,617
42 John A. Wolfe & Associates, Inc. 34.31% of their portfolio PORTAGE, MI 1,255,9841.3m $63.5m $63.5m 34.31% First filing
43 NewEdge Advisors, LLC 0.22% of their portfolio NEW ORLEANS, LA 1,214,4991.2m $61.4m $61.4m 0.22% Added +323.1k +323,119
44 MML INVESTORS SERVICES, LLC 0.15% of their portfolio SPRINGFIELD, MA 1,211,8181.2m $61.3m $61.3m 0.15% Reduced -94.0k -93,958
45 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 1,184,3631.2m $59.9m $59.9m 0.11% Added +226.2k +226,236
46 Crane Advisory, LLC 8.98% of their portfolio FULLERTON, CA 1,172,0331.2m $59.4m $59.4m 8.98% Reduced -305.5k -305,541
47 Kensington Asset Management, LLC 3.05% of their portfolio AUSTIN, TX 1,161,9991.2m $59.0m $59.0m 3.05% Added +81.8k +81,767
48 N.E.W. Advisory Services LLC 4.33% of their portfolio DE PERE, WI 1,157,7211.2m $58.6m $58.6m 4.33% Added +54.0k +54,022
49 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 1,144,0581.1m $57.9m $57.9m 0.06% Added +16.0k +16,020
50 Waverly Advisors, LLC 0.47% of their portfolio BIRMINGHAM, AL 1,137,4551.1m $57.5m $57.5m 0.47% Added +525.1k +525,134
51 Private Advisor Group, LLC 0.27% of their portfolio MORRISTOWN, NJ 1,125,4731.1m $56.9m $56.9m 0.27% Reduced -29.9k -29,918
52 CWM, LLC 0.15% of their portfolio OMAHA, NE 1,115,3171.1m $56.4m $56.4m 0.15% Reduced -46.5k -46,519
53 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,062,4611.1m $53.7m $53.7m 0.06% Added +274.0k +273,959
54 Acorns Advisers, LLC 0.38% of their portfolio IRVINE, CA 1,007,5761.0m $51.0m $51.0m 0.38% Added +20.7k +20,675
55 MCMORGAN & CO LLC 8.38% of their portfolio SAN FRANCISCO, CA 999,267999.3k $50.6m $50.6m 8.38% Added +154.3k +154,275
56 Capital Asset Advisory Services LLC 1.95% of their portfolio Williamston, MI 959,528959.5k $48.6m $48.6m 1.95% Added +379.9k +379,895
57 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 942,754942.8k $47.7m $47.7m 0.11% Added +118.4k +118,422
58 PFG Investments, LLC 2.24% of their portfolio WOODBURY, NY 940,405940.4k $47.6m $47.6m 2.24% Added +870.1k +870,053
59 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 938,726938.7k $47.5m $47.5m 0.03% Added +832.2k +832,209
60 CITIZENS FINANCIAL GROUP INC/RI 0.63% of their portfolio PROVIDENCE, RI 919,399919.4k $46.7m $46.7m 0.63% Added +52.5k +52,486
61 Valmark Advisers, Inc. 0.56% of their portfolio AKRON, OH 902,017902.0k $45.6m $45.6m 0.56% Added +9.8k +9,800
62 Round Rock Advisors LLC 6.86% of their portfolio WILTON, CT 900,926900.9k $45.6m $45.6m 6.86% Added +21.2k +21,170
63 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 1.34% of their portfolio Altamonte Springs, FL 889,900889.9k $45.0m $45.0m 1.34% Reduced -1.0m -1,001,800
64 Peterson Wealth Advisors, LLC 5.93% of their portfolio Orem, UT 879,733879.7k $44.5m $44.5m 5.93% Added +63.7k +63,666
65 TRUSTMARK BANK TRUST DEPARTMENT 2.62% of their portfolio JACKSON, MS 820,320820.3k $41.5m $41.5m 2.62% Added +78.2k +78,219
66 Alpha Omega Wealth Management LLC 6.80% of their portfolio RICHMOND, VA 810,487810.5k $41.0m $41.0m 6.80% Added +8.6k +8,622
67 SIGNATUREFD, LLC 0.62% of their portfolio ATLANTA, GA 808,575808.6k $40.9m $40.9m 0.62% Reduced -27.4k -27,432
68 STEPHENS INC /AR/ 0.51% of their portfolio LITTLE ROCK, AR 806,296806.3k $40.8m $40.8m 0.51% Added +47.1k +47,102
69 MAI Capital Management 0.24% of their portfolio INDEPENDENCE, OH 805,176805.2k $40.7m $40.7m 0.24% Added +185.9k +185,939
70 Bramshill Investments, LLC 2.23% of their portfolio NAPLES, FL 780,797780.8k $39.5m $39.5m 2.23% Unchanged
71 MGO ONE SEVEN LLC 0.79% of their portfolio Beachwood, OH 764,410764.4k $38.7m $38.7m 0.79% Added +2.3k +2,251
72 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 760,459760.5k $38.5m $38.5m 0.07% Added +79.0k +78,951
73 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1.94% of their portfolio Greenbrae, CA 748,106748.1k $37.8m $37.8m 1.94% Added +16.2k +16,168
74 AdvisorNet Financial, Inc 2.00% of their portfolio MINNETONKA, MN 742,191742.2k $37.5m $37.5m 2.00% Added +62.6k +62,598
75 Great Point Wealth Advisors, LLC 6.63% of their portfolio BOSTON, MA 718,205718.2k $36.3m $36.3m 6.63% Added +30.7k +30,714
76 RETIREMENT INCOME SOLUTIONS, INC 6.13% of their portfolio ANN ARBOR, MI 714,240714.2k $36.1m $36.1m 6.13% Reduced -226.0k -226,037
77 San Luis Wealth Advisors LLC 6.01% of their portfolio SAN LUIS OBISPO, CA 709,422709.4k $35.9m $35.9m 6.01% Reduced -57.3k -57,263
78 Rosenberg Matthew Hamilton 7.28% of their portfolio GRAND JUNCTION, CO 695,111695.1k $35.2m $35.2m 7.28% Added +36.5k +36,461
79 WCG Wealth Advisors LLC 0.97% of their portfolio LAS VEGAS, NV 682,190682.2k $34.5m $34.5m 0.97% Added +427.8k +427,838
80 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 677,259677.3k $34.3m $34.3m 0.01% Added +65.6k +65,611
81 HIGHLINE WEALTH PARTNERS LLC 9.35% of their portfolio SHERMAN OAKS, CA 657,333657.3k $33.3m $33.3m 9.35% Added +195.5k +195,486
82 Gerber Kawasaki Wealth & Investment Management 1.15% of their portfolio SANTA MONICA, CA 652,830652.8k $33.0m $33.0m 1.15% Added +55.1k +55,093
83 AlphaCore Capital LLC 0.74% of their portfolio LA JOLLA, CA 649,655649.7k $33.0m $33.0m 0.74% Added +458.3k +458,272
84 Phoenix Wealth Advisors 12.58% of their portfolio CHAPEL HILL, NC 646,548646.5k $32.7m $32.7m 12.58% Added +22.7k +22,687
85 Equitable Holdings, Inc. 0.22% of their portfolio NEW YORK, NY 624,863624.9k $31.6m $31.6m 0.22% Added +29.3k +29,291
86 Mariner, LLC 0.04% of their portfolio Overland Park, KS 619,748619.7k $31.4m $31.4m 0.04% Reduced -34.5k -34,450
87 Cobblestone Asset Management LLC 13.97% of their portfolio RICHMOND, VA 615,378615.4k $31.1m $31.1m 13.97% Added +10.5k +10,524
88 BEACON INVESTMENT ADVISORY SERVICES, INC. 1.25% of their portfolio MORRISTOWN, NJ 606,060606.1k $30.7m $30.7m 1.25% Added +96.6k +96,594
89 Dynamic Advisor Solutions LLC 0.97% of their portfolio PHOENIX, AZ 598,814598.8k $30.3m $30.3m 0.97% Added +28.0k +27,997
90 StrongBox Wealth, LLC 9.90% of their portfolio LEE'S SUMMIT, MO 595,494595.5k $30.1m $30.1m 9.90% Added +23.9k +23,883
91 Dakota Wealth Management 0.53% of their portfolio PALM BEACH GARDENS, FL 585,556585.6k $29.6m $29.6m 0.53% Added +130.4k +130,415
92 Roberts Wealth Advisors, LLC 7.69% of their portfolio PALO ALTO, CA 582,233582.2k $29.5m $29.5m 7.69% Added +90.9k +90,858
93 Naviter Wealth, LLC 3.83% of their portfolio LITTLE ROCK, AR 578,520578.5k $29.4m $29.4m 3.83% Reduced -242.2k -242,180
94 Kestra Advisory Services, LLC 0.12% of their portfolio AUSTIN, TX 576,862576.9k $29.2m $29.2m 0.12% Added +24.6k +24,575
95 Gotham Asset Management, LLC 0.11% of their portfolio NEW YORK, NY 569,575569.6k $28.8m $28.8m 0.11% Added +118.3k +118,280
96 Roof Eidam Maycock Peralta, LLC 6.41% of their portfolio San Francisco, CA 559,018559.0k $28.3m $28.3m 6.41% Added +150.0k +149,976
97 Integrated Wealth Concepts LLC 0.33% of their portfolio WALTHAM, MA 551,701551.7k $27.9m $27.9m 0.33% Reduced -349.6k -349,590
98 SkyOak Wealth, LLC 4.96% of their portfolio SOUTHFIELD, MI 544,898544.9k $27.6m $27.6m 4.96% Added +36.3k +36,330
99 PEAPACK GLADSTONE FINANCIAL CORP 0.34% of their portfolio BEDMINSTER, NJ 533,742533.7k $27.0m $27.0m 0.34% Reduced -45.2k -45,151
100 Evensky & Katz LLC 1.50% of their portfolio CORAL GABLES, FL 525,679525.7k $26.6m $26.6m 1.50% Added +19.7k +19,694