Vault-13

J P MORGAN EXCHANGE TRADED F JPIB

INTL BD OPP ETF · ETP · CUSIP 46641Q852

245 institutional holders +9 vs Q1 2026
31,979,18932.0m shares reported held*
$1.5bnreported value*
27 new 141 added 58 reduced 14 sold out net bought ≈ $123.6m (+2.6m 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 ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.32.

Trends to Q2 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: 236Q2 26: 245245Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026245

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 71 bought or addedQ3 24: 44 cut or sold outQ4 24: 73 bought or addedQ4 24: 37 cut or sold outQ4 24Q1 25: 87 bought or addedQ1 25: 42 cut or sold outQ2 25: 109 bought or addedQ2 25: 41 cut or sold outQ2 25Q3 25: 137 bought or addedQ3 25: 48 cut or sold outQ4 25: 146 bought or addedQ4 25: 54 cut or sold outQ4 25Q1 26: 172 bought or addedQ1 26: 60 cut or sold outQ2 26: 168 bought or addedQ2 26: 72 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247144
Q4 20247337
Q1 20258742
Q2 202510941
Q3 202513748
Q4 202514654
Q1 202617260
Q2 202616872

Biggest buyers

Hills Bank & Trust Co Added +847,653+847.7k
Modern Wealth Management, LLC New +275,212+275.2k
RAYMOND JAMES FINANCIAL INC Added +266,092+266.1k
FSM Wealth Advisors, LLC Added +214,245+214.2k
ARQ WEALTH ADVISORS, LLC New +207,372+207.4k
LPL Financial LLC Added +141,165+141.2k
Patton Albertson Miller Group, LLC Added +137,011+137.0k
Rice Partnership, LLC Added +134,632+134.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +122,774+122.8k
Retirement Planning Group, LLC New +112,138+112.1k

Biggest sellers

KINTRA WEALTH, LLC Reduced -313,771-313.8k
Onyx Bridge Wealth Group LLC Sold out -212,625-212.6k
JANE STREET GROUP, LLC Reduced -166,652-166.7k
AllGen Financial Advisors, Inc. Sold out -155,997-156.0k
ROYAL BANK OF CANADA Reduced -151,407-151.4k
Tidemark, LLC Reduced -137,896-137.9k
Kestra Investment Management, LLC Reduced -129,616-129.6k
Destiny Wealth Partners, LLC Reduced -122,687-122.7k
Spectrum Wealth Advisory Group, LLC Reduced -76,897-76.9k
Thrivent Financial for Lutherans Reduced -57,951-58.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Avantax Planning Partners, Inc. 3.03% of their portfolio DUBUQUE, IA 2,518,7152.5m $121.8m $121.8m 3.03% Added +85.2k +85,179
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,698,2631.7m $82.1m $82.1m 0.02% Added +141.2k +141,165
3 Rice Partnership, LLC 9.54% of their portfolio HONOLULU, HI 1,625,6001.6m $78.6m $78.6m 9.54% Added +134.6k +134,632
4 FSM Wealth Advisors, LLC 7.15% of their portfolio CLEVELAND, OH 1,379,1331.4m $66.7m $66.7m 7.15% Added +214.2k +214,245
5 Hills Bank & Trust Co 2.60% of their portfolio North Liberty, IA 1,265,4731.3m $61.2m $61.2m 2.60% Added +847.7k +847,653
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,181,4901.2m $57.1m $57.1m 0.00% Added +103.0k +103,047
7 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 991,898991.9k $48.0m $48.0m 0.05% Added +9.2k +9,208
8 Parallel Advisors, LLC 0.73% of their portfolio SAN FRANCISCO, CA 988,934988.9k $47.8m $47.8m 0.73% Added +105.9k +105,926
9 Prime Capital Investment Advisors, LLC 0.43% of their portfolio OVERLAND PARK, KS 924,746924.7k $44.7m $44.7m 0.43% Reduced -2.3k -2,293
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 878,679878.7k $42.5m $42.5m 0.01% Added +266.1k +266,092
11 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 808,930808.9k $39.1m $39.1m 0.04% Added +51.4k +51,448
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 569,467569.5k $27.5m $27.5m 0.00% Added +79.7k +79,712
13 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 567,754567.8k $27.5m $27.5m 0.01% Added +122.8k +122,774
14 Goldstone Financial Group, LLC 2.50% of their portfolio OAKBROOK TERRACE, IL 566,365566.4k $27.4m $27.4m 2.50% Added +27.8k +27,770
15 Kestra Investment Management, LLC 0.50% of their portfolio AUSTIN, TX 534,010534.0k $25.8m $25.8m 0.50% Reduced -129.6k -129,616
16 Hughes Financial Services, LLC 3.17% of their portfolio HERNDON, VA 495,030495.0k $23.9m $23.9m 3.17% Added +43.5k +43,537
17 Midwest Financial Partners Investments, Inc. 9.69% of their portfolio ST. CLOUD, MN 482,644482.6k $23.3m $23.3m 9.69% Added +26.7k +26,697
18 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 456,577456.6k $22.1m $22.1m 0.01% Added +88.3k +88,262
19 ForthRight Wealth Management, LLC 5.64% of their portfolio ALPHARETTA, GA 455,739455.7k $22.0m $22.0m 5.64% Added +34.0k +34,041
20 Apella Capital, LLC 0.30% of their portfolio WEST HARTFORD, CT 441,355441.4k $21.3m $21.3m 0.30% Added +29.8k +29,792
21 KMG FIDUCIARY PARTNERS, LLC 1.65% of their portfolio TOLEDO, OH 366,185366.2k $17.7m $17.7m 1.65% Added +10.0k +10,000
22 Certified Advisory Corp 1.42% of their portfolio ALTAMONTE SPRINGS, FL 364,814364.8k $17.6m $17.6m 1.42% Added +13.2k +13,241
23 Peak Financial Management, Inc. 3.97% of their portfolio WELLESLEY, MA 357,597357.6k $17.3m $17.3m 3.97% Added +13.5k +13,514
24 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 325,000325.0k $15.7m $15.7m 0.02% Added +14.3k +14,272
25 ADE, LLC 6.26% of their portfolio BALTIMORE, MD 306,297306.3k $14.8m $14.8m 6.26% Added +7.8k +7,822
26 Modern Wealth Management, LLC 0.16% of their portfolio KANSAS CITY, MO 275,212275.2k $13.3m $13.3m 0.16% New
27 Stadion Money Management, LLC 0.99% of their portfolio WATKINSVILLE, GA 237,297237.3k $11.4m $11.4m 0.99% Reduced -1.0k -1,000
28 CGN Advisors LLC 0.82% of their portfolio MANHATTAN, KS 232,330232.3k $11.2m $11.2m 0.82% Added +12.2k +12,249
29 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 220,129220.1k $10.6m $10.6m 0.04% Added +10.7k +10,721
30 ACIMA PRIVATE WEALTH, LLC 3.02% of their portfolio RICHMOND, VA 215,439215.4k $10.4m $10.4m 3.02% Added +4.4k +4,391
31 Summit Financial, LLC 0.11% of their portfolio PARSIPPANY, NJ 213,225213.2k $10.3m $10.3m 0.11% Added +14.8k +14,770
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 208,258208.3k $10.1m $10.1m 0.01% Added +11.8k +11,816
33 ARQ WEALTH ADVISORS, LLC 1.23% of their portfolio SCOTTSDALE, AZ 207,372207.4k $9.9m $9.9m 1.23% New
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 206,281206.3k $10.0m $10.0m 0.00% Reduced -151.4k -151,407
35 Peterson Wealth Advisors, LLC 1.13% of their portfolio Orem, UT 198,525198.5k $9.6m $9.6m 1.13% Added +7.1k +7,068
36 Destiny Wealth Partners, LLC 1.28% of their portfolio TAVARES, FL 189,248189.2k $9.1m $9.1m 1.28% Reduced -122.7k -122,687
37 Fiduciary Alliance LLC 0.60% of their portfolio GREENVILLE, SC 185,036185.0k $8.9m $8.9m 0.60% Added +6.2k +6,208
38 Bleakley Financial Group, LLC 0.11% of their portfolio PARSIPPANY, NJ 178,555178.6k $8.6m $8.6m 0.11% Added +2.6k +2,626
39 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 175,141175.1k $8.5m $8.5m 0.01% Added +4.4k +4,353
40 Cadent Capital Advisors, LLC 1.69% of their portfolio TULSA, OK 168,597168.6k $8.2m $8.2m 1.69% Added +8.4k +8,374
41 Broadway Wealth Solutions, Inc. 3.74% of their portfolio San Antonio, TX 165,627165.6k $8.0m $8.0m 3.74% Added +12.9k +12,896
42 Ignite Planners, LLC 1.09% of their portfolio SAN CLEMENTE, CA 163,239163.2k $7.9m $7.9m 1.09% Added +3.7k +3,655
43 Financial Management Professionals, Inc. 0.73% of their portfolio AUSTIN, TX 159,347159.3k $7.7m $7.7m 0.73% Added +14.5k +14,501
44 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 157,488157.5k $7.6m $7.6m 0.01% Reduced -51.8k -51,786
45 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 156,216156.2k $7.6m $7.6m 0.02% Reduced -14.7k -14,670
46 Windsor Capital Management, LLC 1.93% of their portfolio Phoenix, AZ 153,939153.9k $7.4m $7.4m 1.93% Added +2.3k +2,338
47 AssuredPartners Investment Advisors, LLC 0.72% of their portfolio Tampa, FL 153,213153.2k $7.4m $7.4m 0.72% Added +8.7k +8,727
48 Sonoma Allocations LLC 2.26% of their portfolio SANTA ROSA, CA 150,342150.3k $7.3m $7.3m 2.26% Added +8.1k +8,090
49 Patton Albertson Miller Group, LLC 0.72% of their portfolio Chattanooga, TN 150,308150.3k $7.3m $7.3m 0.72% Added +137.0k +137,011
50 CARY STREET PARTNERS FINANCIAL LLC 0.16% of their portfolio RICHMOND, VA 147,747147.7k $7.1m $7.1m 0.16% Added +42.5k +42,454
51 Avior Wealth Management, LLC 0.19% of their portfolio OMAHA, NE 146,848146.8k $7.1m $7.1m 0.19% Added +57.8k +57,830
52 Manske Wealth Management 1.74% of their portfolio HOUSTON, TX 144,822144.8k $7.0m $7.0m 1.74% Added +25.7k +25,720
53 POWER WEALTH MANAGEMENT LLC 2.39% of their portfolio ALPHARETTA, GA 143,496143.5k $6.9m $6.9m 2.39% Added +1.4k +1,351
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 142,629142.6k $6.9m $6.9m 0.00% Added +56.5k +56,455
55 Treasure Coast Financial Planning 3.16% of their portfolio VERO BEACH, FL 133,875133.9k $6.5m $6.5m 3.16% Reduced -527 -527
56 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 130,063130.1k $6.3m $6.3m 0.05% Added +50.5k +50,530
57 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.27% of their portfolio LONG BEACH, CA 129,182129.2k $6.2m $6.2m 0.27% Added +1.6k +1,593
58 FIRST AMERICAN TRUST, FSB 0.37% of their portfolio SANTA ANA, CA 127,787127.8k $6.2m $6.2m 0.37% Added +10.2k +10,236
59 CREATIVE FINANCIAL DESIGNS INC /ADV 0.29% of their portfolio KOKOMO, IN 126,496126.5k $6.1m $6.1m 0.29% Reduced -14.1k -14,144
60 Econ Financial Services Corp 2.85% of their portfolio HARRISBURG, PA 126,038126.0k $6.1m $6.1m 2.85% Added +6.9k +6,929
61 Winter & Associates, Inc. 4.54% of their portfolio ST. PAUL, MN 125,022125.0k $6.0m $6.0m 4.54% Added +54.7k +54,654
62 LexAurum Advisors, LLC 0.67% of their portfolio OVERLAND PARK, KS 119,855119.9k $5.8m $5.8m 0.67% Added +16.1k +16,124
63 Refined Wealth Management 3.48% of their portfolio SALT LAKE CITY, UT 119,352119.4k $5.8m $5.8m 3.48% Added +2.8k +2,758
64 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 113,120113.1k $5.5m $5.5m 0.01% Added +9.7k +9,672
65 Odyssey Group, LLC 1.48% of their portfolio LANCASTER, PA 113,013113.0k $5.5m $5.5m 1.48% First filing
66 Retirement Planning Group, LLC 0.14% of their portfolio LEAWOOD, KS 112,138112.1k $5.4m $5.4m 0.14% New
67 Elmwood Wealth Management, Inc. 1.34% of their portfolio BERKELEY, CA 111,022111.0k $5.4m $5.4m 1.34% Added +4.0k +4,042
68 Kroeger Financial Partners 5.11% of their portfolio GRASS VALLEY, CA 109,337109.3k $5.3m $5.3m 5.11% First filing
69 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 109,238109.2k $5.3m $5.3m 0.01% Reduced -24.6k -24,606
70 Cedar Mountain Advisors, LLC 0.90% of their portfolio LAKE OSWEGO, OR 108,113108.1k $5.2m $5.2m 0.90% Added +2.7k +2,656
71 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 104,663104.7k $5.1m $5.1m 0.02% Added +6.5k +6,481
72 ARKANSAS FINANCIAL GROUP, INC. 0.65% of their portfolio LITTLE ROCK, AR 103,507103.5k $5.0m $5.0m 0.65% Added +9.7k +9,707
73 Roof Eidam Maycock Peralta, LLC 0.93% of their portfolio San Francisco, CA 97,66097.7k $4.7m $4.7m 0.93% Added +4.5k +4,525
74 Ellenbecker Investment Group 0.54% of their portfolio WAUKESHA, WI 96,62196.6k $4.7m $4.7m 0.54% New
75 Philadelphia Investment Partners, LLC 2.82% of their portfolio Voorhees, NJ 93,53893.5k $4.5m $4.5m 2.82% Added +9.3k +9,329
76 New Capital Management LP 0.93% of their portfolio HOUSTON, TX 84,82084.8k $4.1m $4.1m 0.93% Added +714 +714
77 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 80,34180.3k $3.9m $3.9m 0.01% Reduced -58.0k -57,951
78 CROBAN 1.68% of their portfolio FREMONT, OH 78,94678.9k $3.8m $3.8m 1.68% New
79 White & Co Financial Planning Inc 2.33% of their portfolio SUNNYSIDE, WA 77,90177.9k $3.8m $3.8m 2.33% Added +6.8k +6,804
80 Etesian Wealth Advisors, Inc. 1.07% of their portfolio West Linn, OR 74,52974.5k $3.6m $3.6m 1.07% Added +13.6k +13,600
81 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.71% of their portfolio RICHMOND, VA 72,80472.8k $3.5m $3.5m 0.71% Added +31.4k +31,416
82 Jacobi Capital Management LLC 0.17% of their portfolio PITTSTON, PA 71,46371.5k $3.5m $3.5m 0.17% Added +8.5k +8,491
83 Mach-1 Financial Group, LLC 1.33% of their portfolio Rogers, AR 71,14871.1k $3.4m $3.4m 1.33% Added +4.6k +4,560
84 Stratos Wealth Advisors, LLC 0.19% of their portfolio BEACHWOOD, OH 70,57370.6k $3.4m $3.4m 0.19% Added +2.0k +1,957
85 MMA ASSET MANAGEMENT LLC 1.06% of their portfolio New York, NY 68,63668.6k $3.3m $3.3m 1.06% Added +427 +427
86 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 67,70267.7k $3.3m $3.3m 0.01% Added +4.5k +4,491
87 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 66,52166.5k $3.2m $3.2m 0.00% Reduced -166.7k -166,652
88 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 65,67765.7k $3.2m $3.2m 0.02% Added +776 +776
89 ADAMSBROWN WEALTH CONSULTANTS LLC 0.59% of their portfolio WICHITA, KS 65,23165.2k $3.2m $3.2m 0.59% Reduced -2.3k -2,342
90 OneAscent Financial Services LLC 0.15% of their portfolio BIRMINGHAM, AL 64,47464.5k $3.1m $3.1m 0.15% Added +1.8k +1,838
91 Eaton Financial Holdings Company, LLC 0.84% of their portfolio Coral Springs, FL 63,48063.5k $3.1m $3.1m 0.84% Added +37.0k +36,986
92 RIVERSEDGE ADVISORS, LLC 0.39% of their portfolio Wilmington, DE 61,24661.2k $3.0m $3.0m 0.39% Added +1.1k +1,097
93 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 59,64259.6k $2.9m $2.9m 0.05% Added +59.4k +59,442
94 Cardinal Strategic Wealth Guidance 0.63% of their portfolio LOUISVILLE, KY 57,38957.4k $2.8m $2.8m 0.63% New
95 Koshinski Asset Management, Inc. 0.14% of their portfolio DECATUR, IL 56,19056.2k $2.7m $2.7m 0.14% Reduced -3.5k -3,521
96 Bouvel Investment Partners, LLC 0.60% of their portfolio PHOENIXVILLE, PA 55,27455.3k $2.7m $2.7m 0.60% Added +5.4k +5,400
97 Total Clarity Wealth Management, Inc. 0.51% of their portfolio ST. CHARLES, IL 54,48754.5k $2.6m $2.6m 0.51% Added +36.7k +36,737
98 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 52,62252.6k $2.5m $2.5m 0.05% Added +22.9k +22,897
99 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 51,90651.9k $2.5m $2.5m 0.01% Reduced -28.6k -28,590
100 Brendel Financial Advisors LLC 1.16% of their portfolio HANOVER, NH 51,89851.9k $2.5m $2.5m 1.16% Added +1.2k +1,169