Vault-13

J P MORGAN EXCHANGE TRADED F JPME

DIVERSFED RTRN · ETP · CUSIP 46641Q886

110 institutional holders +7 vs Q4 2025
2,354,5792.4m shares reported held*
$269.5mreported value*
15 new 34 added 35 reduced 6 sold out net sold ≈ $10.5m (-91.8k 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 ($229 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $114.44.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 53Q4 22: 59Q1 23: 61Q2 23: 62Q3 23: 67Q4 23: 77Q1 24: 79Q2 24: 79Q3 24: 83Q4 24: 89Q1 25: 88Q2 25: 90Q3 25: 94Q4 25: 103Q1 26: 110110Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202253
Q4 202259
Q1 202361
Q2 202362
Q3 202367
Q4 202377
Q1 202479
Q2 202479
Q3 202483
Q4 202489
Q1 202588
Q2 202590
Q3 202594
Q4 2025103
Q1 2026110

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 36 bought or addedQ2 24: 36 cut or sold outQ3 24: 39 bought or addedQ3 24: 34 cut or sold outQ3 24Q4 24: 37 bought or addedQ4 24: 34 cut or sold outQ1 25: 42 bought or addedQ1 25: 37 cut or sold outQ1 25Q2 25: 38 bought or addedQ2 25: 44 cut or sold outQ3 25: 40 bought or addedQ3 25: 40 cut or sold outQ3 25Q4 25: 52 bought or addedQ4 25: 36 cut or sold outQ1 26: 49 bought or addedQ1 26: 41 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20243636
Q3 20243934
Q4 20243734
Q1 20254237
Q2 20253844
Q3 20254040
Q4 20255236
Q1 20264941

Biggest buyers

Equitable Holdings, Inc. New +24,064+24.1k
JONES FINANCIAL COMPANIES LLLP Added +22,304+22.3k
Modern Wealth Management, LLC New +21,930+21.9k
HighTower Advisors, LLC Added +16,683+16.7k
OSAIC HOLDINGS, INC. Added +11,259+11.3k
GOLDMAN SACHS GROUP INC New +8,600+8.6k
LPL Financial LLC Added +5,994+6.0k
Manske Wealth Management Added +5,004+5.0k
AMERIPRISE FINANCIAL INC Added +4,224+4.2k
Summit Financial, LLC New +3,869+3.9k

Biggest sellers

Dynamic Advisor Solutions LLC Reduced -133,681-133.7k
MORGAN STANLEY Reduced -35,046-35.0k
Sanctuary Advisors, LLC Reduced -14,725-14.7k
CITADEL ADVISORS LLC Reduced -7,561-7.6k
TWO SIGMA INVESTMENTS, LP Sold out -7,000-7.0k
STIFEL FINANCIAL CORP Reduced -6,711-6.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -5,810-5.8k
LWM Advisory Services, LLC Reduced -5,636-5.6k
BANK OF AMERICA CORP /DE/ Reduced -3,875-3.9k
N.E.W. Advisory Services LLC Reduced -3,371-3.4k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 411,437411.4k $47.1m $47.1m 0.00% Reduced -35.0k -35,046
2 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 355,257355.3k $40.7m $40.7m 0.04% Added +16.7k +16,683
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 250,776250.8k $28.7m $28.7m 0.01% Added +6.0k +5,994
4 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 133,463133.5k $15.1m $15.1m 0.01% Added +22.3k +22,304
5 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 123,160123.2k $14.1m $14.1m 0.04% Added +53 +53
6 APPLETON PARTNERS INC/MA 0.74% of their portfolio BOSTON, MA 92,57992.6k $10.6m $10.6m 0.74% Added +837 +837
7 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 92,47492.5k $10.6m $10.6m 0.02% Reduced -2.0k -1,986
8 RVW Wealth, LLC 0.57% of their portfolio LOS ANGELES, CA 63,63063.6k $7.3m $7.3m 0.57% Reduced -1.7k -1,732
9 Manske Wealth Management 1.92% of their portfolio HOUSTON, TX 59,84459.8k $6.9m $6.9m 1.92% Added +5.0k +5,004
10 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 54,63854.6k $6.3m $6.3m 0.03% Reduced -14.7k -14,725
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 54,59954.6k $6.3m $6.3m 0.00% Added +1.1k +1,081
12 1900 WEALTH MANAGEMENT LLC 0.34% of their portfolio SAN ANTONIO, TX 46,34446.3k $5.3m $5.3m 0.34% Reduced -1.2k -1,200
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 34,34234.3k $3.9m $3.9m 0.00% Reduced -3.9k -3,875
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 29,63329.6k $3.4m $3.4m 0.00% Added +11.3k +11,259
15 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 24,06424.1k $2.8m $2.8m 0.02% New
16 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2.32% of their portfolio APPLETON, WI 22,89022.9k $2.6m $2.6m 2.32% Added +173 +173
17 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 21,93021.9k $2.5m $2.5m 0.04% New
18 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 19,97120.0k $2.3m $2.3m 0.07% Reduced -133.7k -133,681
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,66719.7k $2.3m $2.3m 0.00% Added +599 +599
20 KWB Wealth 0.21% of their portfolio REDLANDS, CA 19,50419.5k $2.1m $2.1m 0.21% Unchanged
21 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 19,22719.2k $2.2m $2.2m 0.01% Added +212 +212
22 Advyzon Investment Management, LLC 0.19% of their portfolio LISLE, IL 18,46318.5k $2.1m $2.1m 0.19% Added +3.1k +3,088
23 Trilogy Capital Inc. 0.09% of their portfolio IRVINE, CA 18,02218.0k $2.1m $2.1m 0.09% Reduced -1.8k -1,819
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,88117.9k $2.0m $2.0m 0.00% Reduced -5.8k -5,810
25 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 15,75915.8k $1.8m $1.8m 0.04% Reduced -1.1k -1,087
26 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 15,67815.7k $1.8m $1.8m 0.00% Reduced -6.7k -6,711
27 Cassilly Financial Group LLC 1.55% of their portfolio SEVERNA PARK, MD 15,62715.6k $1.8m $1.8m 1.55% Added +292 +292
28 Empirical Asset Management, LLC 0.45% of their portfolio WELLESLEY, MA 14,88714.9k $1.7m $1.7m 0.45% Reduced -1.3k -1,290
29 Gallacher Capital Management LLC 0.53% of their portfolio LONE TREE, CO 12,13312.1k $1.4m $1.4m 0.53% Reduced -1.2k -1,199
30 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 11,61011.6k $1.4m $1.4m 0.02% Reduced -295 -295
31 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 11,55911.6k $1.3m $1.3m 0.01% Reduced -1.0k -1,027
32 JOURNEY STRATEGIC WEALTH LLC 0.03% of their portfolio SUMMIT, NJ 11,35311.4k $1.3m $1.3m 0.03% Added +113 +113
33 Archford Capital Strategies, LLC 0.14% of their portfolio SWANSEA, IL 10,69310.7k $1.2m $1.2m 0.14% Unchanged
34 Goldstein Advisors, LLC 0.14% of their portfolio Madison, WI 10,62610.6k $1.2m $1.2m 0.14% Added +82 +82
35 LWM Advisory Services, LLC 1.28% of their portfolio PLANTATION, FL 10,47410.5k $1.2m $1.2m 1.28% Reduced -5.6k -5,636
36 FSM Wealth Advisors, LLC 0.15% of their portfolio CLEVELAND, OH 10,13210.1k $1.2m $1.2m 0.15% Added +92 +92
37 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 10,00410.0k $1.1m $1.1m 0.02% Added +3.0k +2,985
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,8379.8k $1.1m $1.1m 0.00% Added +951 +951
39 Richard P Slaughter Associates Inc 0.23% of their portfolio AUSTIN, TX 9,1859.2k $1.1m $1.1m 0.23% Reduced -101 -101
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 8,6008.6k $985.0k $985.0k 0.00% New
41 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 8,1918.2k $938.1k $938.1k 0.01% Unchanged
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,4937.5k $858.2k $858.2k 0.00% Added +1.3k +1,330
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 7,2287.2k $813.3k $813.3k 0.00% Reduced -145 -145
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 6,8726.9k $794.2k $794.2k 0.00% Added +4.2k +4,224
45 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,7886.8k $777.4k $777.4k 0.00% Reduced -7.6k -7,561
46 LANDMARK WEALTH MANAGEMENT, INC. 0.28% of their portfolio NORMAL, IL 6,5186.5k $746.4k $746.4k 0.28% Unchanged
47 BLUEDOOR PRIVATE WEALTH, LLC 0.32% of their portfolio BEVERLY, MA 6,0846.1k $696.8k $696.8k 0.32% Reduced -232 -232
48 Cosner Financial Group, LLC 0.38% of their portfolio WINDSOR, CO 6,0096.0k $688.2k $688.2k 0.38% Reduced -204 -204
49 COMPASS CAPITAL MANAGEMENT, INC 0.04% of their portfolio MINNEAPOLIS, MN 5,3205.3k $609.3k $609.3k 0.04% Unchanged
50 CoreCap Advisors, LLC 0.02% of their portfolio SOUTHFIELD, MI 5,0595.1k $579.4k $579.4k 0.02% Reduced -201 -201
51 CPWA, LLC 0.71% of their portfolio HOOD RIVER, OR 4,9184.9k $595.3k $595.3k 0.71% First filing
52 NOTTINGHAM ADVISORS, INC. 0.07% of their portfolio AMHERST, NY 4,8964.9k $560.7k $560.7k 0.07% Unchanged
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,6774.7k $535.7k $535.7k 0.00% Added +102 +102
54 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 4,5194.5k $517.6k $517.6k 0.03% Added +22 +22
55 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 4,4754.5k $512.0k $512.0k 0.03% Reduced -351 -351
56 N.E.W. Advisory Services LLC 0.04% of their portfolio DE PERE, WI 4,3404.3k $497.0k $497.0k 0.04% Reduced -3.4k -3,371
57 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 4,3114.3k $493.8k $493.8k 0.01% Reduced -130 -130
58 Traub Capital Management LLC 0.49% of their portfolio NEEDHAM, MA 4,2704.3k $489.0k $489.0k 0.49% Added +120 +120
59 Entelevest, LLC 0.48% of their portfolio CORAL GABLES, FL 4,0644.1k $465.5k $465.5k 0.48% Reduced -378 -378
60 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 4,0284.0k $461.3k $461.3k 0.01% Added +932 +932
61 McLaughlin Asset Management, Inc. 0.44% of their portfolio DANVILLE, IL 3,9764.0k $455.4k $455.4k 0.44% Reduced -148 -148
62 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 3,8693.9k $443.1k $443.1k 0.01% New
63 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 3,8273.8k $438.3k $438.3k 0.00% New
64 ADAMSBROWN WEALTH CONSULTANTS LLC 0.11% of their portfolio WICHITA, KS 3,5303.5k $404.3k $404.3k 0.11% Reduced -8 -8
65 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 3,4713.5k $397.6k $397.6k 0.00% Added +1.6k +1,598
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,4073.4k $390.2k $390.2k 0.00% Added +173 +173
67 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 2,8592.9k $327.4k $327.4k 0.02% Added +221 +221
68 LUTS & GREENLEIGH GROUP, INC. 0.24% of their portfolio BETHESDA, MD 2,5932.6k $297.0k $297.0k 0.24% Added +134 +134
69 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,4202.4k $277.1k $277.1k 0.01% Reduced -70 -70
70 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 2,3622.4k $271.0k $271.0k 0.00% New
71 PFG Advisors 0.01% of their portfolio Phoenix, AZ 2,2772.3k $260.8k $260.8k 0.01% Reduced -62 -62
72 Curry Webb Wealth Management LLC 0.11% of their portfolio INDIANAPOLIS, IN 2,1012.1k $240.6k $240.6k 0.11% Unchanged
73 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 1,9742.0k $226.2k $226.2k 0.01% New
74 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 1,8171.8k $208.1k $208.1k 0.02% Added +608 +608
75 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,8051.8k $206.7k $206.7k 0.00% Reduced -309 -309
76 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2851.3k $147.2k $147.2k 0.00% Added +146 +146
77 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0351.0k $118.5k $118.5k 0.00% New
78 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,0191.0k $116.7k $116.7k 0.00% Reduced -1 -1
79 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 936936 $107.2k $107.2k 0.01% Unchanged
80 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 915915 $104.8k $104.8k 0.00% Unchanged
81 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 835835 $95.6k $95.6k 0.00% Reduced -23 -23
82 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 745745 $85.7k $85.7k 0.00% Reduced -48 -48
83 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 571571 $65.4k $65.4k 0.00% Added +29 +29
84 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 450450 $51.5k $51.5k 0.00% Unchanged
85 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 408408 $46.7k $46.7k 0.00% Unchanged
86 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 324324 $37.1k $37.1k 0.00% Added +4 +4
87 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 286286 $32.8k $32.8k 0.00% New
88 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 234234 $26.8k $26.8k 0.00% Unchanged
89 Pflug Koory, LLC 0.01% of their portfolio OMAHA, NE 200200 $22.9k $22.9k 0.01% Unchanged
90 CWM, LLC 0.00% of their portfolio OMAHA, NE 195195 $22.3k $22.3k 0.00% New
91 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 129129 $14.5k $14.5k 0.00% Unchanged
92 Team Financial Group, LLC 0.01% of their portfolio TEMECULA, CA 115115 $13.2k $13.2k 0.01% Unchanged
93 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 108108 $12.4k $12.4k 0.00% First filing
94 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 8686 $9.8k $9.8k 0.00% Added +80 +80
95 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 8282 $9.4k $9.4k 0.00% Unchanged
96 Napier Financial, LLC 0.00% of their portfolio BRAINTREE, MA 5252 $6.0k $6.0k 0.00% New
97 UBS Group AG 0.00% of their portfolio ZURICH, V8 5050 $5.7k $5.7k 0.00% New
98 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4949 $5.6k $5.6k 0.00% Added +48 +48
99 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 3434 $3.9k $3.9k 0.00% Unchanged
100 Greykasell Wealth Strategies, Inc. 0.00% of their portfolio DANVILLE, CA 3434 $3.9k $3.9k 0.00% Unchanged