Vault-13

J P MORGAN EXCHANGE TRADED F JPSE

DIVERSFD EQT ETF · ETP · CUSIP 46641Q845

117 institutional holders +2 vs Q1 2026
7,978,9708.0m shares reported held*
$479.8mreported value*
8 new 45 added 48 reduced 6 sold out net sold ≈ $13.7m (-227.6k 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 ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.14.

Trends to Q2 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: 115Q2 26: 117117Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 47 bought or addedQ3 24: 38 cut or sold outQ4 24: 46 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 40 cut or sold outQ2 25: 43 bought or addedQ2 25: 48 cut or sold outQ2 25Q3 25: 47 bought or addedQ3 25: 48 cut or sold outQ4 25: 48 bought or addedQ4 25: 47 cut or sold outQ4 25Q1 26: 51 bought or addedQ1 26: 49 cut or sold outQ2 26: 53 bought or addedQ2 26: 54 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244738
Q4 20244636
Q1 20255340
Q2 20254348
Q3 20254748
Q4 20254847
Q1 20265149
Q2 20265354

Biggest buyers

Sanctuary Advisors, LLC Added +158,256+158.3k
Integrated Wealth Concepts LLC Added +115,264+115.3k
TRUIST FINANCIAL CORP Added +47,571+47.6k
Koss-Olinger Consulting, LLC Added +47,555+47.6k
Cambridge Investment Research Advisors, Inc. Added +39,237+39.2k
JPMORGAN CHASE & CO Added +39,184+39.2k
MORGAN STANLEY Added +37,327+37.3k
ENVESTNET ASSET MANAGEMENT INC Added +36,912+36.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +31,294+31.3k
JONES FINANCIAL COMPANIES LLLP Added +26,762+26.8k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -263,298-263.3k
BANK OF AMERICA CORP /DE/ Reduced -195,177-195.2k
APPLETON PARTNERS INC/MA Reduced -155,669-155.7k
Aprio Wealth Management, LLC Reduced -59,248-59.2k
Equitable Holdings, Inc. Sold out -52,555-52.6k
LPL Financial LLC Reduced -40,823-40.8k
TWO SIGMA INVESTMENTS, LP Reduced -25,100-25.1k
DAVENPORT & Co LLC Reduced -13,164-13.2k
Modern Wealth Management, LLC Reduced -10,130-10.1k
NewEdge Advisors, LLC Reduced -6,994-7.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Koss-Olinger Consulting, LLC 4.98% of their portfolio GAINESVILLE, FL 1,075,7531.1m $64.7m $64.7m 4.98% Added +47.6k +47,555
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 866,298866.3k $52.1m $52.1m 0.01% Reduced -40.8k -40,823
3 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 475,290475.3k $28.6m $28.6m 0.01% Reduced -263.3k -263,298
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 415,702415.7k $25.0m $25.0m 0.00% Reduced -195.2k -195,177
5 Hartford Financial Management Inc. 4.33% of their portfolio WEST HARTFORD, CT 322,294322.3k $19.4m $19.4m 4.33% Reduced -6.8k -6,811
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 309,893309.9k $18.6m $18.6m 0.00% Added +37.3k +37,327
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 294,425294.4k $17.7m $17.7m 0.00% Reduced -5.1k -5,110
8 Aprio Wealth Management, LLC 0.77% of their portfolio ATLANTA, GA 257,360257.4k $15.5m $15.5m 0.77% Reduced -59.2k -59,248
9 Goldstein Advisors, LLC 1.27% of their portfolio Madison, WI 230,728230.7k $13.9m $13.9m 1.27% Added +67 +67
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 219,139219.1k $13.2m $13.2m 0.01% Added +5.6k +5,578
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 194,646194.6k $11.7m $11.7m 0.00% Added +39.2k +39,184
12 Gerber Kawasaki Wealth & Investment Management 0.30% of their portfolio SANTA MONICA, CA 189,522189.5k $11.4m $11.4m 0.30% Reduced -809 -809
13 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 182,399182.4k $11.0m $11.0m 0.01% Added +47.6k +47,571
14 Sprinkle Financial Consultants LLC 4.24% of their portfolio LITTLETON, CO 179,745179.7k $10.8m $10.8m 4.24% Added +4.9k +4,922
15 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 177,474177.5k $10.7m $10.7m 0.05% Added +158.3k +158,256
16 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 169,257169.3k $10.2m $10.2m 0.05% Added +115.3k +115,264
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 165,572165.6k $10.0m $10.0m 0.00% Added +36.9k +36,912
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 161,891161.9k $9.7m $9.7m 0.00% Added +26.8k +26,762
19 Keystone Financial Services, LLC 5.83% of their portfolio OMAHA, NE 161,413161.4k $9.7m $9.7m 5.83% Added +109 +109
20 MAGNOLIA CAPITAL ADVISORS LLC 1.54% of their portfolio RIDGELAND, MS 149,258149.3k $9.0m $9.0m 1.54% Added +9.3k +9,337
21 Financial Solutions Advisory Group, Inc. 1.10% of their portfolio CHICAGO, IL 145,788145.8k $8.7m $8.7m 1.10% Reduced -1.1k -1,085
22 TOCQUEVILLE ASSET MANAGEMENT L.P. 0.11% of their portfolio New York, NY 141,751141.8k $8.5m $8.5m 0.11% Added +1.4k +1,444
23 Ipsen Advisor Group LLC 4.49% of their portfolio LITTLE ROCK, AR 116,107116.1k $7.0m $7.0m 4.49% Added +523 +523
24 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 94,58894.6k $5.7m $5.7m 0.03% Reduced -13.2k -13,164
25 Capital Advisors Wealth Management, LLC 0.64% of their portfolio YAKIMA, WA 91,15191.2k $5.5m $5.5m 0.64% Added +224 +224
26 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,60485.6k $5.2m $5.2m 0.01% Added +39.2k +39,237
27 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 73,98674.0k $4.5m $4.5m 0.05% Added +1.1k +1,149
28 First Pacific Financial 0.51% of their portfolio VANCOUVER, WA 70,72370.7k $4.3m $4.3m 0.51% Reduced -1.2k -1,220
29 Family Capital Management, Inc. 1.52% of their portfolio GRAND RAPIDS, MI 65,36265.4k $3.9m $3.9m 1.52% Reduced -625 -625
30 QUANTUM FINANCIAL PARTNERS LLC 1.73% of their portfolio OVERLAND PARK, KS 56,11956.1k $3.4m $3.4m 1.73% First filing
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,53153.5k $3.2m $3.2m 0.00% Reduced -25 -25
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 44,84544.8k $2.7m $2.7m 0.00% Added +31.3k +31,294
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,45543.5k $2.6m $2.6m 0.00% Added +1.4k +1,367
34 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2.00% of their portfolio APPLETON, WI 41,52541.5k $2.5m $2.5m 2.00% Added +493 +493
35 LexAurum Advisors, LLC 0.24% of their portfolio OVERLAND PARK, KS 35,11835.1k $2.1m $2.1m 0.24% Reduced -2.7k -2,665
36 APPLETON PARTNERS INC/MA 0.13% of their portfolio BOSTON, MA 35,05535.1k $2.1m $2.1m 0.13% Reduced -155.7k -155,669
37 Vantus Wealth LLC 1.11% of their portfolio LANCASTER, PA 34,40834.4k $2.1m $2.1m 1.11% First filing
38 Advyzon Investment Management, LLC 0.15% of their portfolio LISLE, IL 33,83933.8k $2.0m $2.0m 0.15% Added +1.1k +1,116
39 J.W. COLE ADVISORS, INC. 0.03% of their portfolio TAMPA, FL 31,82531.8k $1.9m $1.9m 0.03% Added +89 +89
40 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 30,13630.1k $1.8m $1.8m 0.10% Reduced -3.7k -3,680
41 KWB Wealth 0.14% of their portfolio REDLANDS, CA 27,80827.8k $1.7m $1.7m 0.14% Added +479 +479
42 Cornerstone Wealth Management, LLC 0.07% of their portfolio ST. PETERS, MO 25,82325.8k $1.6m $1.6m 0.07% Reduced -1.1k -1,098
43 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 23,53123.5k $1.4m $1.4m 0.00% Added +321 +321
44 SCHMIDT P J INVESTMENT MANAGEMENT INC 0.18% of their portfolio CEDARBURG, WI 18,98019.0k $1.1m $1.1m 0.18% Reduced -1.9k -1,927
45 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 18,97219.0k $1.1m $1.1m 0.02% Reduced -69 -69
46 Gallacher Capital Management LLC 0.51% of their portfolio LONE TREE, CO 15,04715.0k $905.3k $905.3k 0.51% Added +1.6k +1,590
47 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 14,28514.3k $859.5k $859.5k 0.00% Reduced -33 -33
48 Cordgrass Capital Advisors, LLC 0.30% of their portfolio RALEIGH, NC 13,47813.5k $810.9k $810.9k 0.30% Reduced -38 -38
49 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 13,33613.3k $802.4k $802.4k 0.02% Added +408 +408
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,26713.3k $798.5k $798.5k 0.00% Added +4.1k +4,081
51 McLaughlin Asset Management, Inc. 0.49% of their portfolio DANVILLE, IL 11,86311.9k $713.7k $713.7k 0.49% Added +4 +4
52 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 11,30011.3k $679.9k $679.9k 0.00% Reduced -25.1k -25,100
53 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,15711.2k $671.2k $671.2k 0.00% Added +2.1k +2,082
54 NOTTINGHAM ADVISORS, INC. 0.08% of their portfolio AMHERST, NY 11,03411.0k $655.2k $655.2k 0.08% Unchanged
55 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 10,63410.6k $639.8k $639.8k 0.01% Reduced -10.1k -10,130
56 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 10,55410.6k $635.0k $635.0k 0.02% Reduced -431 -431
57 Go Invest LLC 0.15% of their portfolio WEST JORDAN, UT 10,46210.5k $629.4k $629.4k 0.15% Reduced -496 -496
58 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,45410.5k $629.0k $629.0k 0.00% Reduced -7.0k -6,994
59 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,43410.4k $627.8k $627.8k 0.00% New
60 MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio PALM BEACH GARDENS, FL 9,6819.7k $582.5k $582.5k 0.03% Added +5.4k +5,421
61 COMPASS CAPITAL MANAGEMENT, INC 0.03% of their portfolio MINNEAPOLIS, MN 9,2259.2k $555.0k $555.0k 0.03% Reduced -2.9k -2,945
62 KPP Advisory Services LLC 0.07% of their portfolio Louisville, KY 8,9268.9k $537.0k $537.0k 0.07% Unchanged
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,5738.6k $515.8k $515.8k 0.00% Reduced -550 -550
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,5468.5k $514.2k $514.2k 0.00% Added +14 +14
65 Miller Global Investments, LLC 0.42% of their portfolio DALLAS, TX 8,3658.4k $503.3k $503.3k 0.42% Reduced -290 -290
66 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 7,9758.0k $479.8k $479.8k 0.01% Reduced -990 -990
67 Pinnacle Wealth Management Advisory Group, LLC 0.03% of their portfolio RED BANK, NJ 7,9758.0k $479.8k $479.8k 0.03% Reduced -990 -990
68 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,4407.4k $447.6k $447.6k 0.00% Reduced -593 -593
69 TITLEIST ASSET MANAGEMENT, LLC 0.03% of their portfolio SAN ANTONIO, TX 7,3917.4k $444.7k $444.7k 0.03% Reduced -80 -80
70 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 7,3597.4k $442.8k $442.8k 0.00% Reduced -109 -109
71 Aviance Capital Partners, LLC 0.04% of their portfolio NAPLES, FL 7,1137.1k $428.0k $428.0k 0.04% Unchanged
72 LWM Advisory Services, LLC 0.76% of their portfolio PLANTATION, FL 7,0917.1k $426.7k $426.7k 0.76% Reduced -3.2k -3,204
73 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 6,3936.4k $384.7k $384.7k 0.00% Reduced -3 -3
74 INTERACTIVE FINANCIAL ADVISORS, INC. 0.22% of their portfolio New Lenox, IL 6,0566.1k $361.8k $361.8k 0.22% Reduced -231 -231
75 Redwood Financial Network Corp 0.19% of their portfolio SOLON, OH 5,8165.8k $349.9k $349.9k 0.19% Reduced -485 -485
76 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 5,6545.7k $340.2k $340.2k 0.00% Added +16 +16
77 Intrua Financial, LLC 0.03% of their portfolio Houston, TX 5,4985.5k $330.8k $330.8k 0.03% Unchanged
78 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 5,3185.3k $316.7k $316.7k 0.00% Reduced -6 -6
79 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,2635.3k $316.0k $316.0k 0.02% Added +3 +3
80 Trademark Financial Management, LLC 0.12% of their portfolio Bloomington, MN 5,0605.1k $304.4k $304.4k 0.12% Added +1.2k +1,207
81 WealthPlan Investment Management, LLC 0.01% of their portfolio OMAHA, NE 4,8074.8k $289.2k $289.2k 0.01% Reduced -176 -176
82 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 4,4984.5k $270.6k $270.6k 0.00% Added +2 +2
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 4,4524.5k $267.9k $267.9k 0.00% Unchanged
84 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,3834.4k $263.7k $263.7k 0.00% Reduced -3.6k -3,641
85 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% of their portfolio CEDAR RAPIDS, IA 4,1594.2k $250.3k $250.3k 0.01% Reduced -144 -144
86 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,7053.7k $222.9k $222.9k 0.00% Reduced -383 -383
87 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 3,5303.5k $212.4k $212.4k 0.01% New
88 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,4323.4k $206.5k $206.5k 0.00% New
89 Centerpoint Advisory Group 0.13% of their portfolio Overland Park, KS 3,3843.4k $203.6k $203.6k 0.13% New
90 SAGESPRING WEALTH PARTNERS, LLC 0.00% of their portfolio FRANKLIN, TN 3,3703.4k $202.7k $202.7k 0.00% New
91 Medallion Wealth Advisors, LLC 0.05% of their portfolio FARMINGTON, CT 3,0483.0k $149.2k $149.2k 0.05% Added +3.0k +3,045
92 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1202.1k $127.6k $127.6k 0.00% Added +127 +127
93 Founders Financial Alliance, LLC 0.01% of their portfolio RALEIGH, NC 1,6001.6k $96.3k $96.3k 0.01% New
94 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 1,5731.6k $94.6k $94.6k 0.01% Unchanged
95 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 1,2721.3k $76.5k $76.5k 0.00% Reduced -1.3k -1,272
96 Private Wealth Management Group, LLC 0.02% of their portfolio PRINCETON, NJ 1,2531.3k $75.4k $75.4k 0.02% Unchanged
97 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 1,1701.2k $70.4k $70.4k 0.00% Added +1 +1
98 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 837837 $50.4k $50.4k 0.00% Reduced -335 -335
99 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 795795 $47.8k $47.8k 0.00% Added +402 +402
100 Lodestone Wealth Management LLC 0.01% of their portfolio SPOKANE, WA 661661 $39.8k $39.8k 0.01% Added +2 +2