Vault-13

J P MORGAN EXCHANGE TRADED F JPME

DIVERSFED RTRN · ETP · CUSIP 46641Q886

106 institutional holders -4 vs Q1 2026
2,463,5432.5m shares reported held*
$306.7mreported value*
6 new 36 added 36 reduced 11 sold out net bought ≈ $14.6m (+117.2k 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 ≈ $124.51.

Trends to Q2 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: 110Q2 26: 106106Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026106

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 39 bought or addedQ3 24: 34 cut or sold outQ4 24: 37 bought or addedQ4 24: 34 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 37 cut or sold outQ2 25: 38 bought or addedQ2 25: 44 cut or sold outQ2 25Q3 25: 40 bought or addedQ3 25: 40 cut or sold outQ4 25: 52 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 49 bought or addedQ1 26: 41 cut or sold outQ2 26: 42 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243934
Q4 20243734
Q1 20254237
Q2 20253844
Q3 20254040
Q4 20255236
Q1 20264941
Q2 20264247

Biggest buyers

Kingsview Wealth Management, LLC New +75,738+75.7k
MORGAN STANLEY Added +59,872+59.9k
RAYMOND JAMES FINANCIAL INC Added +54,737+54.7k
JONES FINANCIAL COMPANIES LLLP Added +26,183+26.2k
STIFEL FINANCIAL CORP Added +16,803+16.8k
NATIXIS ADVISORS, LLC New +14,785+14.8k
LPL Financial LLC Added +11,153+11.2k
CITADEL ADVISORS LLC Added +10,453+10.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +4,684+4.7k
Manske Wealth Management Added +3,544+3.5k

Biggest sellers

APPLETON PARTNERS INC/MA Reduced -72,427-72.4k
Equitable Holdings, Inc. Sold out -24,064-24.1k
Modern Wealth Management, LLC Reduced -14,807-14.8k
Private Advisor Group, LLC Reduced -12,717-12.7k
ROYAL BANK OF CANADA Reduced -12,133-12.1k
GOLDMAN SACHS GROUP INC Sold out -8,600-8.6k
LWM Advisory Services, LLC Reduced -5,748-5.7k
CoreCap Advisors, LLC Sold out -5,059-5.1k
Cerity Partners LLC Reduced -4,804-4.8k
JANE STREET GROUP, LLC Sold out -3,827-3.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 471,309471.3k $58.5m $58.5m 0.00% Added +59.9k +59,872
2 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 356,443356.4k $44.3m $44.3m 0.04% Added +1.2k +1,186
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 261,929261.9k $32.5m $32.5m 0.01% Added +11.2k +11,153
4 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 159,646159.6k $19.9m $19.9m 0.01% Added +26.2k +26,183
5 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 124,896124.9k $15.5m $15.5m 0.02% Added +1.7k +1,736
6 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 87,67087.7k $10.9m $10.9m 0.01% Reduced -4.8k -4,804
7 Kingsview Wealth Management, LLC 0.11% of their portfolio GRANTS PASS, OR 75,73875.7k $9.4m $9.4m 0.11% New
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 74,40474.4k $9.2m $9.2m 0.00% Added +54.7k +54,737
9 RVW Wealth, LLC 0.52% of their portfolio LOS ANGELES, CA 63,77663.8k $7.9m $7.9m 0.52% Added +146 +146
10 Manske Wealth Management 1.96% of their portfolio HOUSTON, TX 63,38863.4k $7.9m $7.9m 1.96% Added +3.5k +3,544
11 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 55,46455.5k $6.9m $6.9m 0.03% Added +826 +826
12 1900 WEALTH MANAGEMENT LLC 0.32% of their portfolio SAN ANTONIO, TX 46,31746.3k $5.8m $5.8m 0.32% Reduced -27 -27
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 42,46642.5k $5.3m $5.3m 0.00% Reduced -12.1k -12,133
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 35,32635.3k $4.4m $4.4m 0.00% Added +984 +984
15 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 32,48132.5k $4.0m $4.0m 0.00% Added +16.8k +16,803
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 32,28832.3k $4.0m $4.0m 0.00% Added +2.7k +2,655
17 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 2.31% of their portfolio APPLETON, WI 23,20023.2k $2.9m $2.9m 2.31% Added +310 +310
18 Vantus Wealth LLC 1.35% of their portfolio LANCASTER, PA 20,31920.3k $2.5m $2.5m 1.35% First filing
19 KWB Wealth 0.22% of their portfolio REDLANDS, CA 20,29620.3k $2.5m $2.5m 0.22% Added +792 +792
20 APPLETON PARTNERS INC/MA 0.15% of their portfolio BOSTON, MA 20,15220.2k $2.5m $2.5m 0.15% Reduced -72.4k -72,427
21 Advyzon Investment Management, LLC 0.18% of their portfolio LISLE, IL 20,05220.1k $2.5m $2.5m 0.18% Added +1.6k +1,589
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 19,90319.9k $2.5m $2.5m 0.00% Added +2.0k +2,022
23 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 18,50718.5k $2.3m $2.3m 0.07% Reduced -1.5k -1,464
24 Trilogy Capital Inc. 0.09% of their portfolio IRVINE, CA 17,93217.9k $2.2m $2.2m 0.09% Reduced -90 -90
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,24117.2k $2.1m $2.1m 0.00% Added +10.5k +10,453
26 Cassilly Financial Group LLC 1.45% of their portfolio SEVERNA PARK, MD 16,05316.1k $2.0m $2.0m 1.45% Added +426 +426
27 Empirical Asset Management, LLC 0.44% of their portfolio WELLESLEY, MA 15,56015.6k $1.9m $1.9m 0.44% Added +673 +673
28 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 14,78514.8k $1.8m $1.8m 0.00% New
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 14,52114.5k $1.8m $1.8m 0.00% Added +4.7k +4,684
30 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 14,30114.3k $1.8m $1.8m 0.04% Reduced -1.5k -1,458
31 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 11,33011.3k $1.4m $1.4m 0.02% Reduced -280 -280
32 Archford Capital Strategies, LLC 0.13% of their portfolio SWANSEA, IL 10,69310.7k $1.3m $1.3m 0.13% Unchanged
33 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 10,42310.4k $1.3m $1.3m 0.02% Added +419 +419
34 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,16210.2k $1.3m $1.3m 0.00% Reduced -1.4k -1,397
35 Goldstein Advisors, LLC 0.11% of their portfolio Madison, WI 10,06810.1k $1.3m $1.3m 0.11% Reduced -558 -558
36 FSM Wealth Advisors, LLC 0.13% of their portfolio CLEVELAND, OH 10,06410.1k $1.3m $1.3m 0.13% Reduced -68 -68
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,1509.2k $1.1m $1.1m 0.00% Added +2.3k +2,278
38 Richard P Slaughter Associates Inc 0.22% of their portfolio AUSTIN, TX 8,8108.8k $1.1m $1.1m 0.22% Reduced -375 -375
39 Gallacher Capital Management LLC 0.61% of their portfolio LONE TREE, CO 8,7088.7k $1.1m $1.1m 0.61% Reduced -3.4k -3,425
40 CHOREO, LLC 0.01% of their portfolio ROCKFORD, IL 7,7367.7k $960.9k $960.9k 0.01% Reduced -455 -455
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 7,4747.5k $928.4k $928.4k 0.00% Reduced -19 -19
42 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 7,1237.1k $884.8k $884.8k 0.01% Reduced -14.8k -14,807
43 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 6,7936.8k $848.4k $848.4k 0.00% Reduced -435 -435
44 LANDMARK WEALTH MANAGEMENT, INC. 0.27% of their portfolio NORMAL, IL 6,5176.5k $809.6k $809.6k 0.27% Reduced -1 -1
45 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 6,5106.5k $808.6k $808.6k 0.00% Reduced -12.7k -12,717
46 Cosner Financial Group, LLC 0.37% of their portfolio WINDSOR, CO 5,8075.8k $720.6k $720.6k 0.37% Reduced -202 -202
47 BLUEDOOR PRIVATE WEALTH, LLC 0.30% of their portfolio BEVERLY, MA 5,7875.8k $718.8k $718.8k 0.30% Reduced -297 -297
48 COMPASS CAPITAL MANAGEMENT, INC 0.04% of their portfolio MINNEAPOLIS, MN 5,3205.3k $660.8k $660.8k 0.04% Unchanged
49 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,1145.1k $635.2k $635.2k 0.01% Added +1.1k +1,086
50 CPWA, LLC 0.72% of their portfolio HOOD RIVER, OR 4,9765.0k $618.1k $618.1k 0.72% Added +58 +58
51 NOTTINGHAM ADVISORS, INC. 0.07% of their portfolio AMHERST, NY 4,8964.9k $608.8k $608.8k 0.07% Unchanged
52 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 4,8294.8k $599.0k $599.0k 0.03% Added +354 +354
53 LWM Advisory Services, LLC 1.05% of their portfolio PLANTATION, FL 4,7264.7k $587.1k $587.1k 1.05% Reduced -5.7k -5,748
54 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,3734.4k $543.2k $543.2k 0.00% Added +3.4k +3,354
55 Traub Capital Management LLC 0.48% of their portfolio NEEDHAM, MA 4,3724.4k $543.1k $543.1k 0.48% Added +102 +102
56 N.E.W. Advisory Services LLC 0.04% of their portfolio DE PERE, WI 4,3474.3k $539.9k $539.9k 0.04% Added +7 +7
57 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 4,3114.3k $535.5k $535.5k 0.01% Unchanged
58 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 4,0874.1k $507.7k $507.7k 0.03% Reduced -432 -432
59 Entelevest, LLC 0.43% of their portfolio CORAL GABLES, FL 3,9704.0k $493.2k $493.2k 0.43% Reduced -94 -94
60 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 3,9463.9k $490.1k $490.1k 0.01% Added +77 +77
61 McLaughlin Asset Management, Inc. 0.33% of their portfolio DANVILLE, IL 3,8953.9k $483.8k $483.8k 0.33% Reduced -81 -81
62 ADAMSBROWN WEALTH CONSULTANTS LLC 0.08% of their portfolio WICHITA, KS 3,5363.5k $439.2k $439.2k 0.08% Added +6 +6
63 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 3,3723.4k $418.8k $418.8k 0.00% Reduced -35 -35
64 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 3,2333.2k $401.5k $401.5k 0.00% Reduced -238 -238
65 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 2,9282.9k $364.0k $364.0k 0.00% Added +566 +566
66 LUTS & GREENLEIGH GROUP, INC. 0.24% of their portfolio BETHESDA, MD 2,5932.6k $322.1k $322.1k 0.24% Unchanged
67 EverSource Wealth Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 2,4242.4k $301.2k $301.2k 0.01% Added +4 +4
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 2,1872.2k $271.7k $271.7k 0.00% Reduced -2.5k -2,490
69 Layline Advisors, LLC 0.24% of their portfolio ROCHESTER, NY 2,1542.2k $267.6k $267.6k 0.24% First filing
70 Curry Webb Wealth Management LLC 0.10% of their portfolio INDIANAPOLIS, IN 1,9942.0k $247.7k $247.7k 0.10% Reduced -107 -107
71 PFG Advisors 0.01% of their portfolio Phoenix, AZ 1,8701.9k $232.3k $232.3k 0.01% Reduced -407 -407
72 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 1,8021.8k $223.8k $223.8k 0.00% Reduced -3 -3
73 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 1,6631.7k $206.6k $206.6k 0.02% Reduced -154 -154
74 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 1,6251.6k $201.6k $201.6k 0.01% Reduced -1.2k -1,234
75 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5761.6k $195.8k $195.8k 0.00% Added +291 +291
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0351.0k $128.6k $128.6k 0.00% Unchanged
77 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 936936 $116.3k $116.3k 0.01% Unchanged
78 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 923923 $114.7k $114.7k 0.00% First filing
79 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 915915 $113.7k $113.7k 0.00% Unchanged
80 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 905905 $112.4k $112.4k 0.00% Added +70 +70
81 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 643643 $79.9k $79.9k 0.00% Reduced -102 -102
82 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 571571 $70.9k $70.9k 0.00% Unchanged
83 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 325325 $40.4k $40.4k 0.00% Added +1 +1
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 286286 $35.5k $35.5k 0.00% Unchanged
85 Asset Dedication, LLC 0.00% of their portfolio SAN FRANCISCO, CA 234234 $29.1k $29.1k 0.00% Unchanged
86 Pflug Koory, LLC 0.01% of their portfolio OMAHA, NE 200200 $24.8k $24.8k 0.01% Unchanged
87 Crewe Advisors LLC 0.00% of their portfolio SALT LAKE CITY, UT 143143 $17.8k $17.8k 0.00% New
88 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 129129 $16.1k $16.1k 0.00% Unchanged
89 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 107107 $13.2k $13.2k 0.00% New
90 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 8989 $11.1k $11.1k 0.00% Reduced -19 -19
91 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 8282 $10.2k $10.2k 0.00% Reduced -4 -4
92 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 8282 $10.2k $10.2k 0.00% Unchanged
93 Napier Financial, LLC 0.00% of their portfolio BRAINTREE, MA 5252 $6.5k $6.5k 0.00% Unchanged
94 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5050 $6.2k $6.2k 0.00% Added +1 +1
95 UBS Group AG 0.00% of their portfolio ZURICH, V8 5050 $6.2k $6.2k 0.00% Unchanged
96 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4343 $5.3k $5.3k 0.00% New
97 Greykasell Wealth Strategies, Inc. 0.00% of their portfolio DANVILLE, CA 3434 $4.3k $4.3k 0.00% Unchanged
98 MCF Advisors LLC 0.00% of their portfolio LEXINGTON, KY 2626 $3.2k $3.2k 0.00% Unchanged
99 Coppell Advisory Solutions LLC 0.05% of their portfolio COPPELL, TX 2525 $649.4k $649.4k 0.05% New
100 IMG Wealth Management, Inc. 0.00% of their portfolio JACKSONVILLE, FL 2121 $2.6k $2.6k 0.00% Unchanged