Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

236 institutional holders +24 vs Q4 2025
29,582,28429.6m shares reported held*
$1.4bnreported value*
40 new 132 added 46 reduced 14 sold out net bought ≈ $357.0m (+7.5m 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.83.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 72Q4 22: 87Q1 23: 85Q2 23: 96Q3 23: 100Q4 23: 110Q1 24: 116Q2 24: 121Q3 24: 114Q4 24: 126Q1 25: 130Q2 25: 161Q3 25: 187Q4 25: 212Q1 26: 236236Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202272
Q4 202287
Q1 202385
Q2 202396
Q3 2023100
Q4 2023110
Q1 2024116
Q2 2024121
Q3 2024114
Q4 2024126
Q1 2025130
Q2 2025161
Q3 2025187
Q4 2025212
Q1 2026236

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 73 bought or addedQ2 24: 38 cut or sold outQ3 24: 71 bought or addedQ3 24: 44 cut or sold outQ3 24Q4 24: 73 bought or addedQ4 24: 37 cut or sold outQ1 25: 87 bought or addedQ1 25: 42 cut or sold outQ1 25Q2 25: 109 bought or addedQ2 25: 41 cut or sold outQ3 25: 137 bought or addedQ3 25: 48 cut or sold outQ3 25Q4 25: 146 bought or addedQ4 25: 54 cut or sold outQ1 26: 172 bought or addedQ1 26: 60 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20247338
Q3 20247144
Q4 20247337
Q1 20258742
Q2 202510941
Q3 202513748
Q4 202514654
Q1 202617260

Biggest buyers

Parallel Advisors, LLC New +883,008+883.0k
Prime Capital Investment Advisors, LLC Added +819,609+819.6k
BANK OF AMERICA CORP /DE/ Added +767,913+767.9k
Kestra Investment Management, LLC New +663,626+663.6k
Destiny Wealth Partners, LLC New +311,935+311.9k
ADE, LLC New +298,475+298.5k
Apella Capital, LLC Added +271,225+271.2k
ENVESTNET ASSET MANAGEMENT INC Added +267,836+267.8k
FSM Wealth Advisors, LLC Added +247,960+248.0k
ROYAL BANK OF CANADA Added +222,394+222.4k

Biggest sellers

MORGAN STANLEY Reduced -255,328-255.3k
VERUS CAPITAL PARTNERS, LLC Reduced -126,079-126.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -59,592-59.6k
Contango Wealth Management LLC Reduced -23,132-23.1k
Clear Point Advisors Inc. Sold out -22,394-22.4k
Systelligence, LLC Reduced -22,240-22.2k
POWER WEALTH MANAGEMENT LLC Reduced -22,153-22.2k
Beta Wealth Group, Inc. Reduced -20,757-20.8k
STIFEL FINANCIAL CORP Sold out -18,055-18.1k
VISTA INVESTMENT PARTNERS II, LLC Sold out -17,390-17.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Avantax Planning Partners, Inc. 3.19% of their portfolio DUBUQUE, IA 2,433,5362.4m $116.4m $116.4m 3.19% Added +103.8k +103,811
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,557,0981.6m $74.5m $74.5m 0.02% Added +131.5k +131,508
3 Rice Partnership, LLC 9.74% of their portfolio HONOLULU, HI 1,490,9681.5m $71.3m $71.3m 9.74% Added +62.7k +62,702
4 FSM Wealth Advisors, LLC 7.16% of their portfolio CLEVELAND, OH 1,164,8881.2m $55.7m $55.7m 7.16% Added +248.0k +247,960
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,078,4431.1m $51.6m $51.6m 0.00% Added +767.9k +767,913
6 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 982,690982.7k $47.0m $47.0m 0.05% Added +115.8k +115,784
7 Prime Capital Investment Advisors, LLC 0.51% of their portfolio OVERLAND PARK, KS 927,039927.0k $44.3m $44.3m 0.51% Added +819.6k +819,609
8 Parallel Advisors, LLC 0.76% of their portfolio SAN FRANCISCO, CA 883,008883.0k $42.2m $42.2m 0.76% New
9 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 757,482757.5k $36.2m $36.2m 0.04% Added +170.3k +170,318
10 Kestra Investment Management, LLC 0.55% of their portfolio AUSTIN, TX 663,626663.6k $31.7m $31.7m 0.55% New
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 612,587612.6k $29.3m $29.3m 0.01% Added +78.1k +78,080
12 Goldstone Financial Group, LLC 2.79% of their portfolio OAKBROOK TERRACE, IL 538,595538.6k $25.8m $25.8m 2.79% Reduced -2.1k -2,070
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 489,755489.8k $23.4m $23.4m 0.00% Reduced -255.3k -255,328
14 Midwest Financial Partners Investments, Inc. 11.56% of their portfolio ST. CLOUD, MN 455,947455.9k $21.8m $21.8m 11.56% Added +28.9k +28,882
15 Hughes Financial Services, LLC 3.32% of their portfolio HERNDON, VA 451,493451.5k $21.6m $21.6m 3.32% Added +17.2k +17,232
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 444,980445.0k $21.3m $21.3m 0.01% Added +145.1k +145,108
17 ForthRight Wealth Management, LLC 5.72% of their portfolio ALPHARETTA, GA 421,698421.7k $20.2m $20.2m 5.72% Added +36.4k +36,440
18 Hills Bank & Trust Co 0.97% of their portfolio North Liberty, IA 417,820417.8k $20.0m $20.0m 0.97% Added +29.8k +29,798
19 Apella Capital, LLC 0.30% of their portfolio WEST HARTFORD, CT 411,563411.6k $20.0m $20.0m 0.30% Added +271.2k +271,225
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 368,315368.3k $17.6m $17.6m 0.00% Added +267.8k +267,836
21 KINTRA WEALTH, LLC 1.23% of their portfolio WILLIAMSPORT, PA 362,816362.8k $17.3m $17.3m 1.23% Added +7.1k +7,116
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 357,688357.7k $17.1m $17.1m 0.00% Added +222.4k +222,394
23 KMG FIDUCIARY PARTNERS, LLC 1.26% of their portfolio TOLEDO, OH 356,185356.2k $17.0m $17.0m 1.26% Added +9.2k +9,239
24 Certified Advisory Corp 1.51% of their portfolio ALTAMONTE SPRINGS, FL 351,573351.6k $16.8m $16.8m 1.51% Added +30.9k +30,936
25 Peak Financial Management, Inc. 4.18% of their portfolio WELLESLEY, MA 344,083344.1k $16.5m $16.5m 4.18% Added +32.0k +31,968
26 Destiny Wealth Partners, LLC 1.63% of their portfolio TAVARES, FL 311,935311.9k $14.9m $14.9m 1.63% New
27 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 310,728310.7k $14.9m $14.9m 0.02% Added +23.4k +23,402
28 ADE, LLC 6.84% of their portfolio BALTIMORE, MD 298,475298.5k $14.3m $14.3m 6.84% New
29 Financial Connections Group, Inc. 4.03% of their portfolio CORTE MADERA, CA 242,579242.6k $11.6m $11.6m 4.03% Added +73.8k +73,795
30 Stadion Money Management, LLC 1.15% of their portfolio WATKINSVILLE, GA 238,297238.3k $11.4m $11.4m 1.15% Added +4.6k +4,600
31 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 233,173233.2k $11.2m $11.2m 0.01% Added +53.4k +53,434
32 CGN Advisors LLC 0.83% of their portfolio MANHATTAN, KS 220,081220.1k $10.5m $10.5m 0.83% Added +4.9k +4,924
33 Onyx Bridge Wealth Group LLC 1.09% of their portfolio TARRYTOWN, NY 212,625212.6k $10.2m $10.2m 1.09% Added +176.9k +176,907
34 ACIMA PRIVATE WEALTH, LLC 3.17% of their portfolio RICHMOND, VA 211,048211.0k $10.1m $10.1m 3.17% Reduced -269 -269
35 MAI Capital Management 0.06% of their portfolio INDEPENDENCE, OH 209,408209.4k $10.0m $10.0m 0.06% Added +6.4k +6,416
36 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 209,274209.3k $10.0m $10.0m 0.02% Added +56.5k +56,464
37 Summit Financial, LLC 0.12% of their portfolio PARSIPPANY, NJ 198,455198.5k $9.5m $9.5m 0.12% Added +69.5k +69,453
38 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 196,442196.4k $9.4m $9.4m 0.02% Added +58.7k +58,686
39 Peterson Wealth Advisors, LLC 1.22% of their portfolio Orem, UT 191,457191.5k $9.2m $9.2m 1.22% Added +8.3k +8,252
40 Tidemark, LLC 2.20% of their portfolio SAN DIEGO, CA 181,269181.3k $8.7m $8.7m 2.20% Added +19.3k +19,281
41 Fiduciary Alliance LLC 0.52% of their portfolio GREENVILLE, SC 178,828178.8k $8.6m $8.6m 0.52% Added +21.0k +21,006
42 Bleakley Financial Group, LLC 0.13% of their portfolio PARSIPPANY, NJ 175,929175.9k $8.4m $8.4m 0.13% Added +3.7k +3,672
43 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 170,886170.9k $8.2m $8.2m 0.03% Added +6.6k +6,570
44 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 170,788170.8k $8.2m $8.2m 0.01% Reduced -872 -872
45 Cadent Capital Advisors, LLC 2.03% of their portfolio TULSA, OK 160,223160.2k $7.7m $7.7m 2.03% Added +136.5k +136,534
46 Ignite Planners, LLC 1.18% of their portfolio SAN CLEMENTE, CA 159,584159.6k $7.6m $7.6m 1.18% Added +7.4k +7,392
47 AllGen Financial Advisors, Inc. 1.77% of their portfolio ORLANDO, FL 155,997156.0k $7.5m $7.5m 1.77% Added +6.5k +6,509
48 Broadway Wealth Solutions, Inc. 3.78% of their portfolio San Antonio, TX 152,731152.7k $7.3m $7.3m 3.78% Added +11.4k +11,386
49 Windsor Capital Management, LLC 2.04% of their portfolio Phoenix, AZ 151,601151.6k $7.2m $7.2m 2.04% Added +3.5k +3,501
50 Financial Management Professionals, Inc. 0.78% of their portfolio AUSTIN, TX 144,846144.8k $6.9m $6.9m 0.78% Added +11.7k +11,716
51 AssuredPartners Investment Advisors, LLC 0.75% of their portfolio Tampa, FL 144,486144.5k $6.9m $6.9m 0.75% Added +3.1k +3,076
52 Sonoma Allocations LLC 2.34% of their portfolio SANTA ROSA, CA 142,252142.3k $6.8m $6.8m 2.34% Reduced -199 -199
53 POWER WEALTH MANAGEMENT LLC 2.53% of their portfolio ALPHARETTA, GA 142,145142.1k $6.8m $6.8m 2.53% Reduced -22.2k -22,153
54 CREATIVE FINANCIAL DESIGNS INC /ADV 0.41% of their portfolio KOKOMO, IN 140,640140.6k $6.7m $6.7m 0.41% Added +1.5k +1,540
55 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 138,292138.3k $6.6m $6.6m 0.01% Added +67.3k +67,314
56 Treasure Coast Financial Planning 3.31% of their portfolio VERO BEACH, FL 134,402134.4k $6.4m $6.4m 3.31% Added +5.5k +5,502
57 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 133,844133.8k $6.4m $6.4m 0.01% New
58 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.30% of their portfolio LONG BEACH, CA 127,589127.6k $6.1m $6.1m 0.30% Reduced -5.1k -5,064
59 Econ Financial Services Corp 2.64% of their portfolio HARRISBURG, PA 119,109119.1k $5.7m $5.7m 2.64% Added +74.2k +74,237
60 Manske Wealth Management 1.60% of their portfolio HOUSTON, TX 119,102119.1k $5.7m $5.7m 1.60% Added +7.7k +7,719
61 FIRST AMERICAN TRUST, FSB 0.38% of their portfolio SANTA ANA, CA 117,551117.6k $5.6m $5.6m 0.38% Added +9.7k +9,694
62 Refined Wealth Management 3.52% of their portfolio SALT LAKE CITY, UT 116,594116.6k $5.6m $5.6m 3.52% New
63 Marmo Financial Group, LLC 2.61% of their portfolio Johnson City, TN 109,996110.0k $5.3m $5.3m 2.61% Reduced -1.3k -1,275
64 Elmwood Wealth Management, Inc. 1.41% of their portfolio BERKELEY, CA 106,980107.0k $5.1m $5.1m 1.41% Added +27.2k +27,168
65 Cedar Mountain Advisors, LLC 0.99% of their portfolio LAKE OSWEGO, OR 105,457105.5k $5.0m $5.0m 0.99% Added +2.0k +1,989
66 CARY STREET PARTNERS FINANCIAL LLC 0.12% of their portfolio RICHMOND, VA 105,293105.3k $5.0m $5.0m 0.12% Added +10.5k +10,521
67 LexAurum Advisors, LLC 0.64% of their portfolio OVERLAND PARK, KS 103,731103.7k $5.0m $5.0m 0.64% First filing
68 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 103,448103.4k $4.9m $4.9m 0.01% Added +36.4k +36,403
69 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 98,18298.2k $4.7m $4.7m 0.02% Added +5.9k +5,926
70 ARKANSAS FINANCIAL GROUP, INC. 0.63% of their portfolio LITTLE ROCK, AR 93,80093.8k $4.5m $4.5m 0.63% Added +14.7k +14,728
71 Roof Eidam Maycock Peralta, LLC 1.02% of their portfolio San Francisco, CA 93,13593.1k $4.5m $4.5m 1.02% Unchanged
72 Spectrum Wealth Advisory Group, LLC 1.63% of their portfolio GRANITE BAY, CA 91,89291.9k $4.4m $4.4m 1.63% Added +78.8k +78,774
73 Avior Wealth Management, LLC 0.12% of their portfolio OMAHA, NE 89,01889.0k $4.3m $4.3m 0.12% New
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 86,17486.2k $4.1m $4.1m 0.00% Added +61.2k +61,227
75 Philadelphia Investment Partners, LLC 2.74% of their portfolio Voorhees, NJ 84,20984.2k $4.0m $4.0m 2.74% First filing
76 New Capital Management LP 0.99% of their portfolio HOUSTON, TX 84,10684.1k $4.0m $4.0m 0.99% New
77 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 80,49680.5k $3.8m $3.8m 0.02% Reduced -15.7k -15,738
78 Focus Partners Advisor Solutions, LLC 0.04% of their portfolio SAINT LOUIS, MO 79,53379.5k $3.8m $3.8m 0.04% Added +34.6k +34,614
79 White & Co Financial Planning Inc 2.39% of their portfolio SUNNYSIDE, WA 71,09771.1k $3.4m $3.4m 2.39% Added +6.6k +6,561
80 Winter & Associates, Inc. 2.94% of their portfolio ST. PAUL, MN 70,36870.4k $3.4m $3.4m 2.94% Added +25.6k +25,568
81 Stratos Wealth Advisors, LLC 0.20% of their portfolio BEACHWOOD, OH 68,61668.6k $3.3m $3.3m 0.20% Added +3.0k +3,044
82 MMA ASSET MANAGEMENT LLC 1.15% of their portfolio New York, NY 68,20968.2k $3.3m $3.3m 1.15% New
83 ADAMSBROWN WEALTH CONSULTANTS LLC 0.85% of their portfolio WICHITA, KS 67,57367.6k $3.2m $3.2m 0.85% Reduced -3.6k -3,616
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 66,94266.9k $3.2m $3.2m 0.00% Reduced -5.3k -5,319
85 Mach-1 Financial Group, LLC 1.12% of their portfolio Rogers, AR 66,58866.6k $3.2m $3.2m 1.12% Added +4.0k +3,958
86 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 64,90164.9k $3.1m $3.1m 0.02% Added +4.4k +4,357
87 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 63,21163.2k $3.0m $3.0m 0.01% Added +7.2k +7,230
88 Jacobi Capital Management LLC 0.17% of their portfolio PITTSTON, PA 62,97263.0k $3.0m $3.0m 0.17% Added +8.2k +8,247
89 OneAscent Financial Services LLC 0.16% of their portfolio BIRMINGHAM, AL 62,63662.6k $3.0m $3.0m 0.16% Added +112 +112
90 Etesian Wealth Advisors, Inc. 0.93% of their portfolio West Linn, OR 60,92960.9k $2.9m $2.9m 0.93% Added +6.1k +6,090
91 RIVERSEDGE ADVISORS, LLC 0.47% of their portfolio Wilmington, DE 60,14960.1k $2.9m $2.9m 0.47% New
92 Koshinski Asset Management, Inc. 0.18% of their portfolio DECATUR, IL 59,71159.7k $2.9m $2.9m 0.18% Reduced -1.5k -1,545
93 Systelligence, LLC 0.53% of their portfolio BLOOMINGTON, MN 56,67656.7k $2.7m $2.7m 0.53% Reduced -22.2k -22,240
94 Brendel Financial Advisors LLC 1.20% of their portfolio HANOVER, NH 50,72950.7k $2.4m $2.4m 1.20% New
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 50,55750.6k $2.4m $2.4m 0.00% Reduced -4.8k -4,803
96 Bouvel Investment Partners, LLC 0.69% of their portfolio PHOENIXVILLE, PA 49,87449.9k $2.4m $2.4m 0.69% Reduced -289 -289
97 SYM FINANCIAL Corp 0.24% of their portfolio WINONA LAKE, IN 49,43449.4k $2.4m $2.4m 0.24% Added +5.7k +5,703
98 Sunrise Financial Services, LLC 1.53% of their portfolio BURIEN, WA 45,24145.2k $2.2m $2.2m 1.53% Added +4.3k +4,291
99 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 44,99545.0k $2.2m $2.2m 0.01% Added +10.6k +10,607
100 MAGNOLIA CAPITAL ADVISORS LLC 0.42% of their portfolio RIDGELAND, MS 44,76944.8k $2.1m $2.1m 0.42% New