Vault-13

J P MORGAN EXCHANGE TRADED F JPST

ULTRA SHRT ETF · ETP · CUSIP 46641Q837

1,212 institutional holders +7 vs Q4 2025
496,687,130496.7m shares reported held*
$25.1bnreported value*
94 new 552 added 445 reduced 80 sold out net bought ≈ $524.0m (+10.4m 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 ($8.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.60. Options: 0 managers hold calls (— notional), 1 hold puts ($1.2m).

Trends to Q1 2026

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: 1,205Q1 26: 1,2121,212Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 20261,212

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 24: 488 bought or addedQ2 24: 464 cut or sold outQ3 24: 486 bought or addedQ3 24: 460 cut or sold outQ3 24Q4 24: 563 bought or addedQ4 24: 407 cut or sold outQ1 25: 613 bought or addedQ1 25: 434 cut or sold outQ1 25Q2 25: 613 bought or addedQ2 25: 469 cut or sold outQ3 25: 618 bought or addedQ3 25: 445 cut or sold outQ3 25Q4 25: 626 bought or addedQ4 25: 458 cut or sold outQ1 26: 646 bought or addedQ1 26: 525 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024488464
Q3 2024486460
Q4 2024563407
Q1 2025613434
Q2 2025613469
Q3 2025618445
Q4 2025626458
Q1 2026646525

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ2 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 —Q1 26 calls: $0Q1 26 puts: $1.2mQ1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$1.2m—

Biggest buyers

WELLS FARGO & COMPANY/MN Added +2,294,292+2.3m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +1,921,600+1.9m
UBS Group AG Added +1,342,151+1.3m
ENVESTNET ASSET MANAGEMENT INC Added +1,214,449+1.2m
Fluent Financial, LLC Added +971,661+971.7k
Kensington Asset Management, LLC Added +832,640+832.6k
RAYMOND JAMES FINANCIAL INC Added +773,190+773.2k
Intrua Financial, LLC Added +710,213+710.2k
Ridgepath Capital Management LLC Added +640,542+640.5k
Waverly Advisors, LLC Added +619,736+619.7k

Biggest sellers

JPMORGAN CHASE & CO Reduced -6,176,137-6.2m
FMR LLC Reduced -2,182,501-2.2m
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -2,053,147-2.1m
John A. Wolfe & Associates, Inc. Sold out -1,255,984-1.3m
NorthCoast Asset Management LLC Reduced -1,121,757-1.1m
AMERIPRISE FINANCIAL INC Reduced -813,724-813.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -610,956-611.0k
MCMORGAN & CO LLC Reduced -551,131-551.1k
Corient Private Wealth LP Reduced -475,710-475.7k
Strategent Financial, LLC Reduced -330,349-330.3k

Biggest calls

None

Biggest puts

LOGAN CAPITAL MANAGEMENT INC New $1.2m23.0k shares

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.34% of their portfolio NEW YORK, NY 100,296,477100.3m $5.1bn $5.1bn 0.34% Reduced -6.2m -6,176,137
2 MORGAN STANLEY 0.19% of their portfolio NEW YORK, NY 61,139,01961.1m $3.1bn $3.1bn 0.19% Reduced -329.7k -329,749
3 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 19,901,77519.9m $1.0bn $1.0bn 0.27% Added +280.9k +280,875
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 16,198,54616.2m $819.8m $819.8m 0.06% Added +23.3k +23,253
5 Betterment LLC 1.31% of their portfolio NEW YORK, NY 13,652,03913.7m $690.9m $690.9m 1.31% Added +470.9k +470,939
6 WELLS FARGO & COMPANY/MN 0.12% of their portfolio SAN FRANCISCO, CA 11,901,24911.9m $602.3m $602.3m 0.12% Added +2.3m +2,294,292
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio SAN FRANCISCO, CA 11,632,15211.6m $588.7m $588.7m 0.09% Added +186.8k +186,756
8 UBS Group AG 0.10% of their portfolio ZURICH, V8 10,811,54910.8m $547.2m $547.2m 0.10% Added +1.3m +1,342,151
9 HB Wealth Management, LLC 3.12% of their portfolio Atlanta, GA 9,550,9319.6m $480.9m $480.9m 3.12% Added +107.8k +107,822
10 FMR LLC 0.02% of their portfolio BOSTON, MA 8,567,1578.6m $433.6m $433.6m 0.02% Reduced -2.2m -2,182,501
11 RAYMOND JAMES FINANCIAL INC 0.10% of their portfolio ST. PETERSBURG, FL 6,670,7926.7m $337.6m $337.6m 0.10% Added +773.2k +773,190
12 Temasek Holdings (Private) Ltd 1.01% of their portfolio SINGAPORE, U0 5,919,4945.9m $299.6m $299.6m 1.01% Unchanged
13 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 5,550,3385.6m $280.9m $280.9m 0.08% Added +1.2m +1,214,449
14 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 5,372,8215.4m $271.9m $271.9m 0.05% Added +534.9k +534,875
15 Cerity Partners LLC 0.37% of their portfolio NEW YORK, NY 5,186,8735.2m $262.5m $262.5m 0.37% Added +303.9k +303,940
16 FOSTER DYKEMA CABOT & PARTNERS, LLC 15.32% of their portfolio WALTHAM, MA 4,759,0954.8m $240.9m $240.9m 15.32% Reduced -125.4k -125,385
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.40% of their portfolio PLYMOUTH, MN 3,642,4563.6m $183.8m $183.8m 0.40% Reduced -2.1m -2,053,147
18 Cambridge Investment Research Advisors, Inc. 0.45% of their portfolio FAIRFIELD, IA 3,461,2453.5m $175.2m $175.2m 0.45% Added +189.2k +189,248
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.11% of their portfolio MILWAUKEE, WI 3,402,4613.4m $172.2m $172.2m 0.11% Reduced -611.0k -610,956
20 Cetera Investment Advisers 0.18% of their portfolio SCHAUMBURG, IL 3,377,3023.4m $170.9m $170.9m 0.18% Added +312.0k +312,033
21 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 4.98% of their portfolio Altamonte Springs, FL 2,811,5002.8m $142.3m $142.3m 4.98% Added +1.9m +1,921,600
22 RiverFront Investment Group, LLC 2.15% of their portfolio RICHMOND, VA 2,742,9102.7m $138.8m $138.8m 2.15% Added +212.7k +212,698
23 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,700,3772.7m $136.8m $136.8m 0.03% Reduced -813.7k -813,724
24 OSAIC HOLDINGS, INC. 0.18% of their portfolio SCOTTSDALE, AZ 2,415,7842.4m $122.3m $122.3m 0.18% Reduced -161.7k -161,733
25 AXXCESS WEALTH MANAGEMENT, LLC 3.76% of their portfolio CARLSBAD, CA 2,320,0422.3m $117.4m $117.4m 3.76% Added +394.9k +394,890
26 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 2,196,6932.2m $111.0m $111.0m 0.05% Added +422.1k +422,098
27 FIFTH THIRD BANCORP 0.20% of their portfolio CINCINNATI, OH 2,158,2592.2m $109.2m $109.2m 0.20% Added +472.7k +472,676
28 QUADRANT CAPITAL GROUP LLC 3.23% of their portfolio CINCINNATI, OH 2,134,6272.1m $108.0m $108.0m 3.23% Added +391.0k +391,002
29 Cornerstone Management, Inc. 16.57% of their portfolio DULUTH, GA 2,054,1902.1m $104.0m $104.0m 16.57% Added +130.3k +130,306
30 Kensington Asset Management, LLC 5.50% of their portfolio AUSTIN, TX 1,994,6392.0m $100.9m $100.9m 5.50% Added +832.6k +832,640
31 Bridgewater Advisors Inc. 5.77% of their portfolio NEW YORK, NY 1,919,5551.9m $97.0m $97.0m 5.77% Added +51.6k +51,567
32 STIFEL FINANCIAL CORP 0.09% of their portfolio ST. LOUIS, MO 1,837,5301.8m $93.0m $93.0m 0.09% Added +20.5k +20,534
33 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,813,7031.8m $91.8m $91.8m 0.13% Added +43.2k +43,245
34 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 1,791,9511.8m $90.7m $90.7m 0.10% Added +351.8k +351,759
35 Ancora Advisors LLC 1.93% of their portfolio Cleveland, OH 1,790,7841.8m $90.6m $90.6m 1.93% Reduced -16.2k -16,193
36 Waverly Advisors, LLC 0.67% of their portfolio BIRMINGHAM, AL 1,757,1911.8m $88.9m $88.9m 0.67% Added +619.7k +619,736
37 GREENWOOD GEARHART LLC 4.76% of their portfolio FAYETTEVILLE, AR 1,739,5311.7m $88.0m $88.0m 4.76% Added +151.7k +151,747
38 Legacy Wealth Management, LLC 4.92% of their portfolio MEMPHIS, TN 1,666,3331.7m $84.3m $84.3m 4.92% Added +35.0k +34,971
39 ASSETMARK, INC 0.17% of their portfolio CONCORD, CA 1,631,3421.6m $82.6m $82.6m 0.17% Added +109.0k +108,997
40 Lido Advisors, LLC 0.32% of their portfolio Los Angeles, CA 1,609,8391.6m $81.5m $81.5m 0.32% Added +199.3k +199,286
41 CWM, LLC 0.21% of their portfolio OMAHA, NE 1,603,1391.6m $81.1m $81.1m 0.21% Added +487.8k +487,822
42 TRUSTMARK BANK TRUST DEPARTMENT 4.57% of their portfolio JACKSON, MS 1,405,1981.4m $71.1m $71.1m 4.57% Added +584.9k +584,878
43 SIGNATUREFD, LLC 1.07% of their portfolio ATLANTA, GA 1,375,8051.4m $69.6m $69.6m 1.07% Added +567.2k +567,230
44 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,325,5771.3m $67.1m $67.1m 0.07% Added +263.1k +263,116
45 Thrivent Financial for Lutherans 0.13% of their portfolio Minneapolis, MN 1,300,7331.3m $65.8m $65.8m 0.13% Added +33.9k +33,907
46 Private Advisor Group, LLC 0.30% of their portfolio MORRISTOWN, NJ 1,283,8401.3m $65.0m $65.0m 0.30% Added +158.4k +158,367
47 Bramshill Investments, LLC 5.58% of their portfolio NAPLES, FL 1,280,7971.3m $64.8m $64.8m 5.58% Added +500.0k +500,000
48 Rock Creek Group LLC 6.54% of their portfolio Washington, DC 1,277,0741.3m $64.6m $64.6m 6.54% Reduced -17.9k -17,855
49 Fluent Financial, LLC 23.24% of their portfolio DALLAS, TX 1,257,3561.3m $63.5m $63.5m 23.24% Added +971.7k +971,661
50 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.39% of their portfolio IRVING, TX 1,249,8161.2m $63.2m $63.2m 0.39% Reduced -131.0k -131,024
51 Crane Advisory, LLC 9.04% of their portfolio FULLERTON, CA 1,194,8811.2m $60.4m $60.4m 9.04% Added +22.8k +22,848
52 N.E.W. Advisory Services LLC 4.39% of their portfolio DE PERE, WI 1,159,8131.2m $58.7m $58.7m 4.39% Added +2.1k +2,092
53 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 1,158,0031.2m $58.6m $58.6m 0.05% Added +13.9k +13,945
54 NewEdge Advisors, LLC 0.21% of their portfolio NEW ORLEANS, LA 1,153,9441.2m $58.4m $58.4m 0.21% Reduced -60.6k -60,555
55 Capital Asset Advisory Services LLC 2.22% of their portfolio Williamston, MI 1,144,1161.1m $57.9m $57.9m 2.22% Added +184.6k +184,588
56 Integrated Wealth Concepts LLC 0.46% of their portfolio WALTHAM, MA 1,130,4401.1m $57.2m $57.2m 0.46% Added +578.7k +578,739
57 Acorns Advisers, LLC 0.40% of their portfolio IRVINE, CA 1,066,6021.1m $54.0m $54.0m 0.40% Added +59.0k +59,026
58 CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio RALEIGH, NC 1,063,7101.1m $53.8m $53.8m 0.09% Reduced -120.7k -120,653
59 Gotham Asset Management, LLC 0.15% of their portfolio NEW YORK, NY 943,704943.7k $47.8m $47.8m 0.15% Added +374.1k +374,129
60 Ridgepath Capital Management LLC 23.62% of their portfolio Knoxville, TN 938,877938.9k $47.5m $47.5m 23.62% Added +640.5k +640,542
61 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 924,343924.3k $46.8m $46.8m 0.13% Reduced -287.5k -287,475
62 CITIZENS FINANCIAL GROUP INC/RI 0.65% of their portfolio PROVIDENCE, RI 923,074923.1k $46.7m $46.7m 0.65% Added +3.7k +3,675
63 PFG Investments, LLC 2.17% of their portfolio WOODBURY, NY 920,333920.3k $46.6m $46.6m 2.17% Reduced -20.1k -20,072
64 Valmark Advisers, Inc. 0.55% of their portfolio AKRON, OH 907,346907.3k $45.9m $45.9m 0.55% Added +5.3k +5,329
65 Round Rock Advisors LLC 7.02% of their portfolio WILTON, CT 906,061906.1k $45.9m $45.9m 7.02% Added +5.1k +5,135
66 AlphaCore Capital LLC 1.03% of their portfolio LA JOLLA, CA 861,264861.3k $43.6m $43.6m 1.03% Added +211.6k +211,609
67 Peterson Wealth Advisors, LLC 5.62% of their portfolio Orem, UT 835,319835.3k $42.3m $42.3m 5.62% Reduced -44.4k -44,414
68 STEPHENS INC /AR/ 0.52% of their portfolio LITTLE ROCK, AR 829,222829.2k $42.0m $42.0m 0.52% Added +22.9k +22,926
69 Alpha Omega Wealth Management LLC 6.68% of their portfolio RICHMOND, VA 814,189814.2k $41.2m $41.2m 6.68% Added +3.7k +3,702
70 Intrua Financial, LLC 4.37% of their portfolio Houston, TX 808,670808.7k $40.9m $40.9m 4.37% Added +710.2k +710,213
71 AdvisorNet Financial, Inc 2.10% of their portfolio MINNETONKA, MN 801,965802.0k $40.6m $40.6m 2.10% Added +59.8k +59,774
72 MAI Capital Management 0.23% of their portfolio INDEPENDENCE, OH 788,602788.6k $39.9m $39.9m 0.23% Reduced -16.6k -16,574
73 HIGHLINE WEALTH PARTNERS LLC 10.21% of their portfolio SHERMAN OAKS, CA 787,994788.0k $39.9m $39.9m 10.21% Added +130.7k +130,661
74 Naviter Wealth, LLC 4.89% of their portfolio LITTLE ROCK, AR 773,899773.9k $39.2m $39.2m 4.89% Added +195.4k +195,379
75 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 748,092748.1k $37.9m $37.9m 0.07% Reduced -12.4k -12,367
76 AE Wealth Management LLC 0.20% of their portfolio TOPEKA, KS 732,218732.2k $37.1m $37.1m 0.20% Added +342.8k +342,846
77 Great Point Wealth Advisors, LLC 6.76% of their portfolio BOSTON, MA 723,010723.0k $36.6m $36.6m 6.76% Added +4.8k +4,805
78 Kestra Advisory Services, LLC 0.14% of their portfolio AUSTIN, TX 720,145720.1k $36.4m $36.4m 0.14% Added +143.3k +143,283
79 RETIREMENT INCOME SOLUTIONS, INC 6.22% of their portfolio ANN ARBOR, MI 719,459719.5k $36.4m $36.4m 6.22% Added +5.2k +5,219
80 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1.98% of their portfolio Greenbrae, CA 719,059719.1k $36.4m $36.4m 1.98% Reduced -29.0k -29,047
81 Rosenberg Matthew Hamilton 7.44% of their portfolio GRAND JUNCTION, CO 717,520717.5k $36.3m $36.3m 7.44% Added +22.4k +22,409
82 Dakota Wealth Management 0.77% of their portfolio PALM BEACH GARDENS, FL 704,400704.4k $35.6m $35.6m 0.77% Added +118.8k +118,844
83 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 695,095695.1k $35.2m $35.2m 0.01% Added +17.8k +17,836
84 San Luis Wealth Advisors LLC 5.81% of their portfolio SAN LUIS OBISPO, CA 693,273693.3k $35.1m $35.1m 5.81% Reduced -16.1k -16,149
85 MGO ONE SEVEN LLC 0.70% of their portfolio Beachwood, OH 690,378690.4k $34.9m $34.9m 0.70% Reduced -74.0k -74,032
86 Mariner, LLC 0.04% of their portfolio Overland Park, KS 688,034688.0k $34.8m $34.8m 0.04% Added +68.3k +68,286
87 State of Tennessee, Department of Treasury 0.11% of their portfolio NASHVILLE, TN 649,100649.1k $32.9m $32.9m 0.11% Added +456.4k +456,400
88 Phoenix Wealth Advisors 12.93% of their portfolio CHAPEL HILL, NC 646,844646.8k $32.7m $32.7m 12.93% Added +296 +296
89 FLAGSHIP HARBOR ADVISORS, LLC 1.43% of their portfolio BOSTON, MA 640,765640.8k $32.4m $32.4m 1.43% Added +145.8k +145,802
90 Roberts Wealth Advisors, LLC 8.19% of their portfolio PALO ALTO, CA 637,497637.5k $32.3m $32.3m 8.19% Added +55.3k +55,264
91 BEACON INVESTMENT ADVISORY SERVICES, INC. 1.30% of their portfolio MORRISTOWN, NJ 617,567617.6k $31.3m $31.3m 1.30% Added +11.5k +11,507
92 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 614,451614.5k $31.1m $31.1m 0.08% Reduced -328.3k -328,303
93 StrongBox Wealth, LLC 9.86% of their portfolio LEE'S SUMMIT, MO 608,954609.0k $30.8m $30.8m 9.86% Added +13.5k +13,460
94 Gerber Kawasaki Wealth & Investment Management 0.98% of their portfolio SANTA MONICA, CA 607,469607.5k $30.8m $30.8m 0.98% Reduced -45.4k -45,361
95 Independent Advisor Alliance 0.33% of their portfolio CHARLOTTE, NC 604,741604.7k $30.6m $30.6m 0.33% Added +599.8k +599,790
96 Dynamic Advisor Solutions LLC 0.96% of their portfolio PHOENIX, AZ 603,143603.1k $30.5m $30.5m 0.96% Added +4.3k +4,329
97 PEAPACK GLADSTONE FINANCIAL CORP 0.38% of their portfolio BEDMINSTER, NJ 580,877580.9k $29.4m $29.4m 0.38% Added +47.1k +47,135
98 Roof Eidam Maycock Peralta, LLC 6.68% of their portfolio San Francisco, CA 575,835575.8k $29.1m $29.1m 6.68% Added +16.8k +16,817
99 LexAurum Advisors, LLC 3.66% of their portfolio OVERLAND PARK, KS 557,404557.4k $28.2m $28.2m 3.66% First filing
100 Aptus Capital Advisors, LLC 0.24% of their portfolio FAIRHOPE, AL 557,255557.3k $28.2m $28.2m 0.24% Added +422.7k +422,667