Vault-13

J P MORGAN EXCHANGE TRADED F JPSE

DIVERSFD EQT ETF · ETP · CUSIP 46641Q845

115 institutional holders +4 vs Q4 2025
8,164,0268.2m shares reported held*
$427.7mreported value*
11 new 40 added 41 reduced 8 sold out net bought ≈ $3.7m (+69.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $52.39.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 58Q4 22: 70Q1 23: 75Q2 23: 81Q3 23: 84Q4 23: 90Q1 24: 94Q2 24: 97Q3 24: 99Q4 24: 104Q1 25: 105Q2 25: 103Q3 25: 102Q4 25: 111Q1 26: 115115Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202258
Q4 202270
Q1 202375
Q2 202381
Q3 202384
Q4 202390
Q1 202494
Q2 202497
Q3 202499
Q4 2024104
Q1 2025105
Q2 2025103
Q3 2025102
Q4 2025111
Q1 2026115

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 44 bought or addedQ2 24: 38 cut or sold outQ3 24: 47 bought or addedQ3 24: 38 cut or sold outQ3 24Q4 24: 46 bought or addedQ4 24: 36 cut or sold outQ1 25: 53 bought or addedQ1 25: 40 cut or sold outQ1 25Q2 25: 43 bought or addedQ2 25: 48 cut or sold outQ3 25: 47 bought or addedQ3 25: 48 cut or sold outQ3 25Q4 25: 48 bought or addedQ4 25: 47 cut or sold outQ1 26: 51 bought or addedQ1 26: 49 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244438
Q3 20244738
Q4 20244636
Q1 20255340
Q2 20254348
Q3 20254748
Q4 20254847
Q1 20265149

Biggest buyers

MAGNOLIA CAPITAL ADVISORS LLC New +139,921+139.9k
JPMORGAN CHASE & CO Added +129,361+129.4k
Equitable Holdings, Inc. New +52,555+52.6k
TWO SIGMA INVESTMENTS, LP New +36,400+36.4k
JONES FINANCIAL COMPANIES LLLP Added +25,654+25.7k
BANK OF AMERICA CORP /DE/ Added +25,608+25.6k
Sprinkle Financial Consultants LLC Added +24,956+25.0k
Modern Wealth Management, LLC New +20,764+20.8k
Family Capital Management, Inc. Added +12,520+12.5k
TRUIST FINANCIAL CORP Added +10,302+10.3k

Biggest sellers

Koss-Olinger Consulting, LLC Reduced -205,289-205.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -66,194-66.2k
STIFEL FINANCIAL CORP Reduced -50,520-50.5k
Western Wealth Management, LLC Reduced -23,311-23.3k
MORGAN STANLEY Reduced -18,222-18.2k
LWM Advisory Services, LLC Reduced -13,193-13.2k
AMERIPRISE FINANCIAL INC Reduced -11,901-11.9k
GOLDMAN SACHS GROUP INC Sold out -11,890-11.9k
CARY STREET PARTNERS FINANCIAL LLC Sold out -10,371-10.4k
RAYMOND JAMES FINANCIAL INC Reduced -9,442-9.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Koss-Olinger Consulting, LLC 4.52% of their portfolio GAINESVILLE, FL 1,028,1981.0m $53.9m $53.9m 4.52% Reduced -205.3k -205,289
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 907,121907.1k $47.6m $47.6m 0.01% Added +7.0k +7,024
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 738,588738.6k $38.7m $38.7m 0.01% Reduced -9.4k -9,442
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 610,879610.9k $32.0m $32.0m 0.00% Added +25.6k +25,608
5 Hartford Financial Management Inc. 4.40% of their portfolio WEST HARTFORD, CT 329,105329.1k $17.3m $17.3m 4.40% Reduced -4.3k -4,283
6 Aprio Wealth Management, LLC 0.91% of their portfolio ATLANTA, GA 316,608316.6k $16.6m $16.6m 0.91% Added +6.3k +6,270
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 299,535299.5k $15.7m $15.7m 0.00% Reduced -8.7k -8,674
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 272,566272.6k $14.3m $14.3m 0.00% Reduced -18.2k -18,222
9 Goldstein Advisors, LLC 1.34% of their portfolio Madison, WI 230,661230.7k $12.1m $12.1m 1.34% Added +2.2k +2,202
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 213,561213.6k $11.2m $11.2m 0.01% Added +5.9k +5,925
11 APPLETON PARTNERS INC/MA 0.70% of their portfolio BOSTON, MA 190,724190.7k $10.0m $10.0m 0.70% Added +712 +712
12 Gerber Kawasaki Wealth & Investment Management 0.32% of their portfolio SANTA MONICA, CA 190,331190.3k $10.0m $10.0m 0.32% Reduced -5.5k -5,528
13 Sprinkle Financial Consultants LLC 4.23% of their portfolio LITTLETON, CO 174,823174.8k $9.2m $9.2m 4.23% Added +25.0k +24,956
14 Keystone Financial Services, LLC 5.69% of their portfolio OMAHA, NE 161,304161.3k $8.5m $8.5m 5.69% Added +4.7k +4,731
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 155,462155.5k $8.0m $8.0m 0.00% Added +129.4k +129,361
16 Financial Solutions Advisory Group, Inc. 1.06% of their portfolio CHICAGO, IL 146,873146.9k $7.7m $7.7m 1.06% First filing
17 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.11% of their portfolio New York, NY 140,307140.3k $7.4m $7.4m 0.11% Added +189 +189
18 MAGNOLIA CAPITAL ADVISORS LLC 1.44% of their portfolio RIDGELAND, MS 139,921139.9k $7.3m $7.3m 1.44% New
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 135,129135.1k $7.0m $7.0m 0.00% Added +25.7k +25,654
20 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 134,828134.8k $7.1m $7.1m 0.01% Added +10.3k +10,302
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 128,660128.7k $6.7m $6.7m 0.00% Reduced -66.2k -66,194
22 Ipsen Advisor Group LLC 4.24% of their portfolio LITTLE ROCK, AR 115,584115.6k $6.1m $6.1m 4.24% Added +2.6k +2,556
23 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 107,752107.8k $5.6m $5.6m 0.03% Added +208 +208
24 Capital Advisors Wealth Management, LLC 0.64% of their portfolio YAKIMA, WA 90,92790.9k $4.8m $4.8m 0.64% Reduced -4.4k -4,360
25 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 72,83772.8k $3.8m $3.8m 0.05% Added +3.2k +3,234
26 First Pacific Financial 0.49% of their portfolio VANCOUVER, WA 71,94371.9k $3.8m $3.8m 0.49% Added +286 +286
27 Family Capital Management, Inc. 1.54% of their portfolio GRAND RAPIDS, MI 65,98766.0k $3.5m $3.5m 1.54% Added +12.5k +12,520
28 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 53,99354.0k $2.8m $2.8m 0.02% Reduced -3.0k -3,017
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,55653.6k $2.8m $2.8m 0.00% Added +1.2k +1,186
30 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 52,55552.6k $2.8m $2.8m 0.02% New
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 46,36746.4k $2.4m $2.4m 0.01% Reduced -573 -573
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 42,08842.1k $2.2m $2.2m 0.00% Reduced -630 -630
33 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 1.90% of their portfolio APPLETON, WI 41,03241.0k $2.2m $2.2m 1.90% Added +364 +364
34 LexAurum Advisors, LLC 0.26% of their portfolio OVERLAND PARK, KS 37,78337.8k $2.0m $2.0m 0.26% First filing
35 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 36,40036.4k $1.9m $1.9m 0.00% New
36 Fifth Third Securities, Inc. 0.11% of their portfolio Cincinnati, OH 33,81633.8k $1.8m $1.8m 0.11% Added +199 +199
37 Advyzon Investment Management, LLC 0.15% of their portfolio LISLE, IL 32,72332.7k $1.7m $1.7m 0.15% Added +5.8k +5,845
38 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 31,73631.7k $1.7m $1.7m 0.06% Added +51 +51
39 KWB Wealth 0.14% of their portfolio REDLANDS, CA 27,32927.3k $1.4m $1.4m 0.14% Unchanged
40 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 26,92126.9k $1.4m $1.4m 0.07% Reduced -53 -53
41 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 23,21023.2k $1.2m $1.2m 0.00% Reduced -1.1k -1,133
42 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.18% of their portfolio CEDARBURG, WI 20,90720.9k $1.1m $1.1m 0.18% Reduced -1.8k -1,771
43 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 20,76420.8k $1.1m $1.1m 0.02% New
44 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 19,21819.2k $1.0m $1.0m 0.01% Reduced -5.3k -5,251
45 GTS SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 19,04119.0k $998.3k $998.3k 0.04% Reduced -231 -231
46 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,44817.4k $914.8k $914.8k 0.00% Reduced -3.2k -3,241
47 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,31814.3k $750.7k $750.7k 0.00% Reduced -486 -486
48 Capital Developers, LLC 0.64% of their portfolio Greenville, NC 13,57313.6k $711.6k $711.6k 0.64% Reduced -374 -374
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,55113.6k $710.5k $710.5k 0.00% Added +5.8k +5,825
50 Cordgrass Capital Advisors, LLC 0.17% of their portfolio RALEIGH, NC 13,51613.5k $708.6k $708.6k 0.17% Reduced -218 -218
51 Gallacher Capital Management LLC 0.27% of their portfolio LONE TREE, CO 13,45713.5k $705.5k $705.5k 0.27% Reduced -2.6k -2,607
52 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 12,92812.9k $677.8k $677.8k 0.02% Reduced -120 -120
53 COMPASS CAPITAL MANAGEMENT, INC 0.04% of their portfolio MINNEAPOLIS, MN 12,17012.2k $638.1k $638.1k 0.04% Unchanged
54 McLaughlin Asset Management, Inc. 0.59% of their portfolio DANVILLE, IL 11,85911.9k $621.8k $621.8k 0.59% Reduced -331 -331
55 NOTTINGHAM ADVISORS, INC. 0.07% of their portfolio AMHERST, NY 11,03411.0k $578.5k $578.5k 0.07% Unchanged
56 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 10,98511.0k $575.9k $575.9k 0.02% Reduced -23.3k -23,311
57 Go Invest LLC 0.16% of their portfolio WEST JORDAN, UT 10,95811.0k $574.5k $574.5k 0.16% Added +1.6k +1,615
58 LWM Advisory Services, LLC 0.58% of their portfolio PLANTATION, FL 10,29510.3k $539.8k $539.8k 0.58% Reduced -13.2k -13,193
59 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,1869.2k $481.9k $481.9k 0.00% Reduced -3.3k -3,256
60 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,1239.1k $478.3k $478.3k 0.00% Reduced -463 -463
61 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,0759.1k $475.8k $475.8k 0.00% Reduced -3.4k -3,409
62 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 8,9659.0k $470.0k $470.0k 0.01% Unchanged
63 Pinnacle Wealth Management Advisory Group, LLC 0.03% of their portfolio RED BANK, NJ 8,9659.0k $470.0k $470.0k 0.03% Unchanged
64 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 8,9268.9k $468.0k $468.0k 0.07% Unchanged
65 Miller Global Investments, LLC 0.42% of their portfolio DALLAS, TX 8,6558.7k $453.8k $453.8k 0.42% Reduced -281 -281
66 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,5328.5k $447.3k $447.3k 0.00% Reduced -50.5k -50,520
67 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,0338.0k $421.2k $421.2k 0.00% Unchanged
68 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 8,0248.0k $420.7k $420.7k 0.00% Reduced -11.9k -11,901
69 TITLEIST ASSET MANAGEMENT, LLC 0.03% of their portfolio SAN ANTONIO, TX 7,4717.5k $391.7k $391.7k 0.03% Added +350 +350
70 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 7,4687.5k $391.5k $391.5k 0.00% New
71 Aviance Capital Partners, LLC 0.04% of their portfolio NAPLES, FL 7,1137.1k $372.9k $372.9k 0.04% Unchanged
72 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,3966.4k $335.4k $335.4k 0.00% Added +362 +362
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,3876.4k $334.9k $334.9k 0.00% Added +1.1k +1,114
74 Redwood Financial Network Corp 0.22% of their portfolio SOLON, OH 6,3016.3k $330.4k $330.4k 0.22% Reduced -1.8k -1,760
75 INTERACTIVE FINANCIAL ADVISORS, INC. 0.22% of their portfolio New Lenox, IL 6,2876.3k $329.7k $329.7k 0.22% Added +15 +15
76 Mariner, LLC 0.00% of their portfolio Overland Park, KS 5,7365.7k $300.7k $300.7k 0.00% Reduced -82 -82
77 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 5,6385.6k $295.6k $295.6k 0.00% Added +9 +9
78 Intrua Financial, LLC 0.03% of their portfolio Houston, TX 5,4985.5k $288.3k $288.3k 0.03% Unchanged
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,3245.3k $282.0k $282.0k 0.00% Reduced -719 -719
80 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,2605.3k $275.0k $275.0k 0.02% Added +2 +2
81 WealthPlan Investment Management, LLC 0.01% of their portfolio OMAHA, NE 4,9835.0k $261.3k $261.3k 0.01% New
82 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,4964.5k $235.7k $235.7k 0.00% New
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,4524.5k $233.4k $233.4k 0.00% New
84 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 4,3034.3k $225.6k $225.6k 0.01% Reduced -462 -462
85 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 4,2604.3k $223.4k $223.4k 0.01% New
86 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,0884.1k $214.3k $214.3k 0.00% Added +90 +90
87 Trademark Financial Management, LLC 0.10% of their portfolio Bloomington, MN 3,8533.9k $202.0k $202.0k 0.10% New
88 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 2,5442.5k $133.4k $133.4k 0.00% Added +1.3k +1,254
89 FMR LLC 0.00% of their portfolio BOSTON, MA 1,9932.0k $104.5k $104.5k 0.00% Added +765 +765
90 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 1,5731.6k $82.5k $82.5k 0.01% Unchanged
91 Caldwell Trust Co 0.01% of their portfolio Venice, FL 1,3011.3k $68.2k $68.2k 0.01% Unchanged
92 Private Wealth Management Group, LLC 0.02% of their portfolio PRINCETON, NJ 1,2531.3k $65.7k $65.7k 0.02% Unchanged
93 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,1721.2k $61.4k $61.4k 0.01% Added +487 +487
94 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 1,1691.2k $61.3k $61.3k 0.00% Reduced -1.7k -1,683
95 Lodestone Wealth Management LLC 0.01% of their portfolio SPOKANE, WA 659659 $34.6k $34.6k 0.01% Added +1 +1
96 CWM, LLC 0.00% of their portfolio OMAHA, NE 595595 $31.2k $31.2k 0.00% Added +70 +70
97 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 588588 $31.0k $31.0k 0.00% Reduced -405 -405
98 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 418418 $21.9k $21.9k 0.00% Added +1 +1
99 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 414414 $21.7k $21.7k 0.00% Reduced -47 -47
100 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 406406 $21.3k $21.3k 0.00% Reduced -7 -7