Vault-13

J P MORGAN EXCHANGE TRADED F JPST

ULTRA SHRT ETF · ETP · CUSIP 46641Q837

1,194 institutional holders -18 vs Q1 2026
507,079,361507.1m shares reported held*
$25.7bnreported value*
73 new 518 added 475 reduced 82 sold out net bought ≈ $590.6m (+11.7m 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 ($7.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.60.

Trends to Q2 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: 1,212Q2 26: 1,1941,194Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,194

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 646 bought or addedQ1 26: 525 cut or sold outQ2 26: 591 bought or addedQ2 26: 557 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024486460
Q4 2024563407
Q1 2025613434
Q2 2025613469
Q3 2025618445
Q4 2025626458
Q1 2026646525
Q2 2026591557

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$1.2m—
Q2 2026$0$0—

Biggest buyers

FMR LLC Added +4,225,991+4.2m
MORGAN STANLEY Added +2,270,983+2.3m
BANK OF AMERICA CORP /DE/ Added +1,930,894+1.9m
CITIGROUP INC Added +1,208,752+1.2m
WNY Asset Management, LLC Added +957,783+957.8k
NorthCoast Asset Management LLC Added +775,831+775.8k
Cetera Investment Advisers Added +713,518+713.5k
Kensington Asset Management, LLC Added +706,414+706.4k
HighTower Advisors, LLC Added +662,886+662.9k
Waverly Advisors, LLC Added +603,601+603.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,040,794-2.0m
Legacy Wealth Management, LLC Reduced -1,631,248-1.6m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,261,028-1.3m
RiverFront Investment Group, LLC Reduced -1,162,107-1.2m
Fluent Financial, LLC Reduced -1,037,650-1.0m
UBS Group AG Reduced -930,097-930.1k
Lido Advisors, LLC Reduced -924,044-924.0k
Intrua Financial, LLC Reduced -690,347-690.3k
State of Tennessee, Department of Treasury Sold out -649,100-649.1k
Independent Advisor Alliance Reduced -588,077-588.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.29% of their portfolio NEW YORK, NY 98,255,68398.3m $5.0bn $5.0bn 0.29% Reduced -2.0m -2,040,794
2 MORGAN STANLEY 0.17% of their portfolio NEW YORK, NY 63,410,00263.4m $3.2bn $3.2bn 0.17% Added +2.3m +2,270,983
3 LPL Financial LLC 0.23% of their portfolio FORT MILL, SC 19,992,86320.0m $1.0bn $1.0bn 0.23% Added +91.1k +91,088
4 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 18,129,44018.1m $916.8m $916.8m 0.06% Added +1.9m +1,930,894
5 Betterment LLC 1.18% of their portfolio NEW YORK, NY 13,758,24213.8m $695.8m $695.8m 1.18% Added +106.2k +106,203
6 FMR LLC 0.03% of their portfolio BOSTON, MA 12,793,14812.8m $646.9m $646.9m 0.03% Added +4.2m +4,225,991
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio SAN FRANCISCO, CA 12,005,57912.0m $607.1m $607.1m 0.08% Added +373.4k +373,427
8 WELLS FARGO & COMPANY/MN 0.10% of their portfolio SAN FRANCISCO, CA 11,835,78311.8m $598.5m $598.5m 0.10% Reduced -65.5k -65,466
9 HB Wealth Management, LLC 2.84% of their portfolio Atlanta, GA 10,065,42810.1m $506.5m $506.5m 2.84% Added +514.5k +514,497
10 UBS Group AG 0.08% of their portfolio ZURICH, V8 9,881,4529.9m $499.7m $499.7m 0.08% Reduced -930.1k -930,097
11 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 6,111,2816.1m $309.0m $309.0m 0.08% Reduced -559.5k -559,511
12 Temasek Holdings (Private) Ltd 0.82% of their portfolio SINGAPORE, U0 5,919,4945.9m $299.3m $299.3m 0.82% Unchanged
13 Cerity Partners LLC 0.33% of their portfolio NEW YORK, NY 5,448,3165.4m $275.5m $275.5m 0.33% Added +261.4k +261,443
14 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 5,291,8545.3m $267.6m $267.6m 0.05% Reduced -81.0k -80,967
15 FOSTER DYKEMA CABOT & PARTNERS, LLC 14.20% of their portfolio WALTHAM, MA 4,831,5854.8m $244.3m $244.3m 14.20% Added +72.5k +72,490
16 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 4,289,3104.3m $216.9m $216.9m 0.05% Reduced -1.3m -1,261,028
17 Cetera Investment Advisers 0.19% of their portfolio SCHAUMBURG, IL 4,090,8204.1m $206.9m $206.9m 0.19% Added +713.5k +713,518
18 Cambridge Investment Research Advisors, Inc. 0.23% of their portfolio FAIRFIELD, IA 4,010,8704.0m $202.8m $202.8m 0.23% Added +549.6k +549,625
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.33% of their portfolio PLYMOUTH, MN 3,883,8993.9m $195.7m $195.7m 0.33% Added +241.4k +241,443
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 3,647,7753.6m $184.5m $184.5m 0.10% Added +245.3k +245,314
21 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 2,839,9642.8m $143.6m $143.6m 0.03% Added +139.6k +139,587
22 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 2,714,0232.7m $137.3m $137.3m 0.16% Added +298.2k +298,239
23 Kensington Asset Management, LLC 7.45% of their portfolio AUSTIN, TX 2,701,0532.7m $136.6m $136.6m 7.45% Added +706.4k +706,414
24 JONES FINANCIAL COMPANIES LLLP 0.05% of their portfolio DES PERES, MO 2,667,5522.7m $134.9m $134.9m 0.05% Added +470.9k +470,859
25 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3.98% of their portfolio Altamonte Springs, FL 2,455,0932.5m $124.2m $124.2m 3.98% Reduced -356.4k -356,407
26 Waverly Advisors, LLC 0.69% of their portfolio BIRMINGHAM, AL 2,360,7922.4m $119.4m $119.4m 0.69% Added +603.6k +603,601
27 Cornerstone Management, Inc. 16.36% of their portfolio DULUTH, GA 2,248,1442.2m $113.7m $113.7m 16.36% Added +194.0k +193,954
28 FIFTH THIRD BANCORP 0.18% of their portfolio CINCINNATI, OH 2,170,6462.2m $109.8m $109.8m 0.18% Added +12.4k +12,387
29 STIFEL FINANCIAL CORP 0.09% of their portfolio ST. LOUIS, MO 2,142,8922.1m $108.4m $108.4m 0.09% Added +305.4k +305,362
30 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 2,080,2002.1m $105.2m $105.2m 0.13% Added +266.5k +266,497
31 Bridgewater Advisors Inc. 5.65% of their portfolio NEW YORK, NY 2,057,1372.1m $103.7m $103.7m 5.65% Added +137.6k +137,582
32 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,988,4632.0m $100.6m $100.6m 0.10% Added +662.9k +662,886
33 QUADRANT CAPITAL GROUP LLC 2.74% of their portfolio CINCINNATI, OH 1,973,9682.0m $99.8m $99.8m 2.74% Reduced -160.7k -160,659
34 AXXCESS WEALTH MANAGEMENT, LLC 1.55% of their portfolio CARLSBAD, CA 1,922,8041.9m $97.2m $97.2m 1.55% Reduced -397.2k -397,238
35 GREENWOOD GEARHART LLC 4.30% of their portfolio FAYETTEVILLE, AR 1,827,2931.8m $92.4m $92.4m 4.30% Added +87.8k +87,762
36 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 1,804,2111.8m $91.2m $91.2m 0.09% Added +12.3k +12,260
37 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 1,778,9611.8m $90.0m $90.0m 0.15% Added +147.6k +147,619
38 Ancora Advisors LLC 1.74% of their portfolio Cleveland, OH 1,774,9181.8m $89.8m $89.8m 1.74% Reduced -15.9k -15,866
39 RiverFront Investment Group, LLC 1.06% of their portfolio RICHMOND, VA 1,580,8031.6m $79.9m $79.9m 1.06% Reduced -1.2m -1,162,107
40 Integrated Wealth Concepts LLC 0.36% of their portfolio WALTHAM, MA 1,449,3901.4m $73.3m $73.3m 0.36% Added +318.9k +318,950
41 Thrivent Financial for Lutherans 0.12% of their portfolio Minneapolis, MN 1,375,8211.4m $69.6m $69.6m 0.12% Added +75.1k +75,088
42 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 1,335,8791.3m $67.6m $67.6m 0.03% Added +1.2m +1,208,752
43 Rock Creek Group LLC 6.64% of their portfolio Washington, DC 1,303,9701.3m $65.9m $65.9m 6.64% Added +26.9k +26,896
44 TRUSTMARK BANK TRUST DEPARTMENT 3.92% of their portfolio JACKSON, MS 1,300,7031.3m $65.8m $65.8m 3.92% Reduced -104.5k -104,495
45 SIGNATUREFD, LLC 0.87% of their portfolio ATLANTA, GA 1,294,9291.3m $65.5m $65.5m 0.87% Reduced -80.9k -80,876
46 Bramshill Investments, LLC 4.96% of their portfolio NAPLES, FL 1,282,9641.3m $64.9m $64.9m 4.96% Added +2.2k +2,167
47 N.E.W. Advisory Services LLC 4.30% of their portfolio DE PERE, WI 1,272,4051.3m $64.3m $64.3m 4.30% Added +112.6k +112,592
48 NewEdge Advisors, LLC 0.19% of their portfolio NEW ORLEANS, LA 1,260,0511.3m $63.7m $63.7m 0.19% Added +106.1k +106,107
49 Crane Advisory, LLC 8.69% of their portfolio FULLERTON, CA 1,198,9321.2m $60.5m $60.5m 8.69% Added +4.1k +4,051
50 Capital Asset Advisory Services LLC 2.17% of their portfolio Williamston, MI 1,185,4861.2m $60.0m $60.0m 2.17% Added +41.4k +41,370
51 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.33% of their portfolio IRVING, TX 1,181,8751.2m $59.7m $59.7m 0.33% Reduced -67.9k -67,941
52 SEI INVESTMENTS CO 0.05% of their portfolio OAKS, PA 1,174,3721.2m $59.4m $59.4m 0.05% Added +16.4k +16,369
53 MML INVESTORS SERVICES, LLC 0.12% of their portfolio SPRINGFIELD, MA 1,125,1421.1m $56.9m $56.9m 0.12% Added +200.8k +200,799
54 CAPTRUST FINANCIAL ADVISORS 0.09% of their portfolio RALEIGH, NC 1,104,1761.1m $55.8m $55.8m 0.09% Added +40.5k +40,466
55 Naviter Wealth, LLC 5.05% of their portfolio LITTLE ROCK, AR 1,099,1501.1m $55.6m $55.6m 5.05% Added +325.3k +325,251
56 Acorns Advisers, LLC 0.35% of their portfolio IRVINE, CA 1,074,3741.1m $54.3m $54.3m 0.35% Added +7.8k +7,772
57 WNY Asset Management, LLC 4.80% of their portfolio Williamsville, NY 1,060,1841.1m $53.6m $53.6m 4.80% Added +957.8k +957,783
58 Gotham Asset Management, LLC 0.12% of their portfolio NEW YORK, NY 1,046,2421.0m $52.9m $52.9m 0.12% Added +102.5k +102,538
59 NorthCoast Asset Management LLC 1.12% of their portfolio STAMFORD, CT 1,002,8311.0m $50.7m $50.7m 1.12% Added +775.8k +775,831
60 Phoenix Wealth Advisors 16.97% of their portfolio CHAPEL HILL, NC 994,969995.0k $50.3m $50.3m 16.97% Added +348.1k +348,125
61 Private Advisor Group, LLC 0.23% of their portfolio MORRISTOWN, NJ 986,804986.8k $49.9m $49.9m 0.23% Reduced -297.0k -297,036
62 Round Rock Advisors LLC 6.21% of their portfolio WILTON, CT 953,692953.7k $48.2m $48.2m 6.21% Added +47.6k +47,631
63 PFG Investments, LLC 1.79% of their portfolio WOODBURY, NY 912,435912.4k $46.1m $46.1m 1.79% Reduced -7.9k -7,898
64 AE Wealth Management LLC 0.21% of their portfolio TOPEKA, KS 905,774905.8k $45.8m $45.8m 0.21% Added +173.6k +173,556
65 MEMBERS CAPITAL ADVISORS INC 39.09% of their portfolio MADISON, WI 900,000900.0k $45.5m $45.5m 39.09% First filing
66 AlphaCore Capital LLC 0.83% of their portfolio LA JOLLA, CA 885,033885.0k $44.8m $44.8m 0.83% Added +23.8k +23,769
67 Peterson Wealth Advisors, LLC 5.18% of their portfolio Orem, UT 866,882866.9k $43.8m $43.8m 5.18% Added +31.6k +31,563
68 FLAGSHIP HARBOR ADVISORS, LLC 1.64% of their portfolio BOSTON, MA 846,270846.3k $42.8m $42.8m 1.64% Added +205.5k +205,505
69 CITIZENS FINANCIAL GROUP INC/RI 0.51% of their portfolio PROVIDENCE, RI 838,201838.2k $42.4m $42.4m 0.51% Reduced -84.9k -84,873
70 STEPHENS INC /AR/ 0.47% of their portfolio LITTLE ROCK, AR 826,961827.0k $41.8m $41.8m 0.47% Reduced -2.3k -2,261
71 AdvisorNet Financial, Inc 1.90% of their portfolio MINNETONKA, MN 821,078821.1k $41.5m $41.5m 1.90% Added +19.1k +19,113
72 Alpha Omega Wealth Management LLC 6.14% of their portfolio RICHMOND, VA 797,365797.4k $40.3m $40.3m 6.14% Reduced -16.8k -16,824
73 MAI Capital Management 0.15% of their portfolio INDEPENDENCE, OH 794,088794.1k $40.2m $40.2m 0.15% Added +5.5k +5,486
74 Great Point Wealth Advisors, LLC 6.08% of their portfolio BOSTON, MA 744,455744.5k $37.6m $37.6m 6.08% Added +21.4k +21,445
75 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 1.93% of their portfolio Greenbrae, CA 722,623722.6k $36.5m $36.5m 1.93% Added +3.6k +3,564
76 RETIREMENT INCOME SOLUTIONS, INC 6.26% of their portfolio ANN ARBOR, MI 718,740718.7k $36.4m $36.4m 6.26% Reduced -719 -719
77 Cobblestone Asset Management LLC 15.12% of their portfolio RICHMOND, VA 716,865716.9k $36.3m $36.3m 15.12% Added +170.5k +170,502
78 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 714,153714.2k $36.1m $36.1m 0.01% Added +19.1k +19,058
79 Mariner, LLC 0.04% of their portfolio Overland Park, KS 706,267706.3k $35.7m $35.7m 0.04% Added +18.2k +18,233
80 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 695,481695.5k $35.2m $35.2m 0.05% Reduced -52.6k -52,611
81 Dakota Wealth Management 0.66% of their portfolio PALM BEACH GARDENS, FL 686,045686.0k $34.7m $34.7m 0.66% Reduced -18.4k -18,355
82 Lido Advisors, LLC 0.12% of their portfolio Los Angeles, CA 685,795685.8k $34.7m $34.7m 0.12% Reduced -924.0k -924,044
83 Rosenberg Matthew Hamilton 6.42% of their portfolio GRAND JUNCTION, CO 681,739681.7k $34.5m $34.5m 6.42% Reduced -35.8k -35,781
84 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 678,604678.6k $34.3m $34.3m 0.11% Reduced -41.5k -41,541
85 Roof Eidam Maycock Peralta, LLC 6.68% of their portfolio San Francisco, CA 670,922670.9k $33.9m $33.9m 6.68% Added +95.1k +95,087
86 MCMORGAN & CO LLC 5.09% of their portfolio SAN FRANCISCO, CA 668,362668.4k $33.8m $33.8m 5.09% Added +220.2k +220,226
87 Valmark Advisers, Inc. 0.36% of their portfolio AKRON, OH 663,670663.7k $33.6m $33.6m 0.36% Reduced -243.7k -243,676
88 Roberts Wealth Advisors, LLC 7.57% of their portfolio PALO ALTO, CA 658,706658.7k $33.3m $33.3m 7.57% Added +21.2k +21,209
89 Dynamic Advisor Solutions LLC 0.94% of their portfolio PHOENIX, AZ 654,851654.9k $33.1m $33.1m 0.94% Added +51.7k +51,708
90 HIGHLINE WEALTH PARTNERS LLC 6.73% of their portfolio SHERMAN OAKS, CA 651,468651.5k $32.9m $32.9m 6.73% Reduced -136.5k -136,526
91 Gerber Kawasaki Wealth & Investment Management 0.87% of their portfolio SANTA MONICA, CA 643,064643.1k $32.5m $32.5m 0.87% Added +35.6k +35,595
92 BEACON INVESTMENT ADVISORY SERVICES, INC. 1.20% of their portfolio MORRISTOWN, NJ 640,700640.7k $32.4m $32.4m 1.20% Added +23.1k +23,133
93 &PARTNERS 0.13% of their portfolio NASHVILLE, TN 623,361623.4k $31.5m $31.5m 0.13% Added +150.2k +150,239
94 PEAPACK GLADSTONE FINANCIAL CORP 0.36% of their portfolio BEDMINSTER, NJ 621,985622.0k $31.5m $31.5m 0.36% Added +41.1k +41,108
95 LexAurum Advisors, LLC 3.62% of their portfolio OVERLAND PARK, KS 619,993620.0k $31.4m $31.4m 3.62% Added +62.6k +62,589
96 StrongBox Wealth, LLC 8.91% of their portfolio LEE'S SUMMIT, MO 618,387618.4k $31.3m $31.3m 8.91% Added +9.4k +9,433
97 Requisite Capital Management, LLC 5.12% of their portfolio DALLAS, TX 612,480612.5k $31.0m $31.0m 5.12% Added +139.3k +139,271
98 MONTAG A & ASSOCIATES INC 1.30% of their portfolio ATLANTA, GA 610,033610.0k $30.8m $30.8m 1.30% Added +374.9k +374,889
99 NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio NEW YORK, NY 587,095587.1k $29.7m $29.7m 0.02% Added +281.2k +281,218
100 SkyOak Wealth, LLC 4.80% of their portfolio SOUTHFIELD, MI 581,430581.4k $29.4m $29.4m 4.80% Added +31.8k +31,824