Vault-13

J P MORGAN EXCHANGE TRADED F JCPI

INFLATION MANAGE · ETP · CUSIP 46654Q104

56 institutional holders -3 vs Q1 2026
13,563,00113.6m shares reported held*
$651.6mreported value*
5 new 29 added 12 reduced 8 sold out net bought ≈ $80.0m (+1.7m 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. Holder counts are more reliable. Implied quarter-end price ≈ $48.04.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 38Q4 22: 39Q1 23: 33Q2 23: 33Q3 23: 33Q4 23: 30Q1 24: 26Q2 24: 29Q3 24: 31Q4 24: 32Q1 25: 33Q2 25: 39Q3 25: 44Q4 25: 52Q1 26: 59Q2 26: 5656Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202238
Q4 202239
Q1 202333
Q2 202333
Q3 202333
Q4 202330
Q1 202426
Q2 202429
Q3 202431
Q4 202432
Q1 202533
Q2 202539
Q3 202544
Q4 202552
Q1 202659
Q2 202656

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 16 bought or addedQ3 24: 12 cut or sold outQ4 24: 15 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 10 cut or sold outQ2 25: 26 bought or addedQ2 25: 11 cut or sold outQ2 25Q3 25: 35 bought or addedQ3 25: 8 cut or sold outQ4 25: 38 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 35 bought or addedQ1 26: 18 cut or sold outQ2 26: 34 bought or addedQ2 26: 20 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241612
Q4 20241513
Q1 20251810
Q2 20252611
Q3 2025358
Q4 2025389
Q1 20263518
Q2 20263420

Biggest buyers

JPMORGAN CHASE & CO Added +1,166,477+1.2m
FULTON BREAKEFIELD BROENNIMAN LLC New +238,292+238.3k
Integrated Wealth Concepts LLC Added +69,715+69.7k
Ocean Park Asset Management, LLC New +66,500+66.5k
JANE STREET GROUP, LLC Added +51,244+51.2k
Cambridge Investment Research Advisors, Inc. Added +43,504+43.5k
Urban Wealth Management, LLC New +39,348+39.3k
Capital Analysts, LLC Added +26,871+26.9k
RAYMOND JAMES FINANCIAL INC Added +24,852+24.9k
Atria Investments, Inc New +23,419+23.4k

Biggest sellers

Avior Wealth Management, LLC Sold out -100,729-100.7k
GOLDMAN SACHS GROUP INC Reduced -39,086-39.1k
CITADEL ADVISORS LLC Sold out -26,601-26.6k
KAVAR CAPITAL PARTNERS GROUP, LLC Sold out -23,336-23.3k
Systelligence, LLC Reduced -20,225-20.2k
UBS Group AG Reduced -18,313-18.3k
Independent Advisor Alliance Sold out -9,566-9.6k
OXFORD FINANCIAL GROUP, LTD. LLC Reduced -4,939-4.9k
Equitable Holdings, Inc. Reduced -4,210-4.2k
KESTRA PRIVATE WEALTH SERVICES, LLC Reduced -2,742-2.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.03% of their portfolio NEW YORK, NY 10,927,71910.9m $525.5m $525.5m 0.03% Added +1.2m +1,166,477
2 MAI Capital Management 0.05% of their portfolio INDEPENDENCE, OH 285,828285.8k $13.7m $13.7m 0.05% Added +7.8k +7,760
3 OXFORD FINANCIAL GROUP, LTD. LLC 0.61% of their portfolio INDIANAPOLIS, IN 252,682252.7k $12.1m $12.1m 0.61% Reduced -4.9k -4,939
4 FULTON BREAKEFIELD BROENNIMAN LLC 0.67% of their portfolio Bethesda, MD 238,292238.3k $11.4m $11.4m 0.67% New
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 170,578170.6k $8.2m $8.2m 0.00% Added +18.8k +18,757
6 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 133,089133.1k $6.4m $6.4m 0.03% Added +21.7k +21,676
7 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 118,963119.0k $5.7m $5.7m 0.03% Added +17.3k +17,332
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 113,661113.7k $5.4m $5.4m 0.00% Reduced -18.3k -18,313
9 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 109,800109.8k $5.3m $5.3m 0.03% Added +69.7k +69,715
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 93,95894.0k $4.5m $4.5m 0.00% Added +24.9k +24,852
11 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 90,80990.8k $4.3m $4.3m 0.00% Added +51.2k +51,244
12 Systelligence, LLC 0.63% of their portfolio BLOOMINGTON, MN 78,60078.6k $3.8m $3.8m 0.63% Reduced -20.2k -20,225
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 70,51270.5k $3.4m $3.4m 0.00% Added +43.5k +43,504
14 Ocean Park Asset Management, LLC 0.15% of their portfolio SANTA MONICA, CA 66,50066.5k $3.2m $3.2m 0.15% New
15 Balanced Rock Investment Advisors LLC 1.79% of their portfolio ROSLINDALE, MA 59,89059.9k $2.9m $2.9m 1.79% Added +6.5k +6,482
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 55,53455.5k $2.7m $2.7m 0.00% Added +4.8k +4,814
17 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 55,47655.5k $2.7m $2.7m 0.03% Reduced -2.7k -2,742
18 Capital Analysts, LLC 0.06% of their portfolio FORT WASHINGTON, PA 53,06553.1k $2.5m $2.5m 0.06% Added +26.9k +26,871
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 47,77847.8k $2.3m $2.3m 0.00% Added +14.0k +14,028
20 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 45,05345.1k $2.2m $2.2m 0.00% Reduced -416 -416
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,80942.8k $2.0m $2.0m 0.00% Added +18.1k +18,085
22 Clear Creek Financial Management, LLC 0.13% of their portfolio SILVERDALE, WA 42,11942.1k $2.0m $2.0m 0.13% Added +12.0k +11,986
23 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 41,45941.5k $2.0m $2.0m 0.01% Added +811 +811
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 39,87539.9k $1.9m $1.9m 0.00% Added +8.5k +8,500
25 Urban Wealth Management, LLC 1.64% of their portfolio EL SEGUNDO, CA 39,34839.3k $1.9m $1.9m 1.64% New
26 Cornerstone Planning Group LLC 0.15% of their portfolio FAIRFIELD, NJ 25,06125.1k $1.2m $1.2m 0.15% Added +1.2k +1,241
27 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 23,41923.4k $1.1m $1.1m 0.01% New
28 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.16% of their portfolio LEAWOOD, KS 22,34722.3k $1.1m $1.1m 0.16% Added +17.9k +17,912
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 21,43221.4k $1.0m $1.0m 0.00% Reduced -286 -286
30 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 21,29021.3k $1.0m $1.0m 0.01% Reduced -4.2k -4,210
31 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,68220.7k $989.6k $989.6k 0.00% Added +16.2k +16,240
32 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 18,37818.4k $879.0k $879.0k 0.04% Added +2.9k +2,898
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,29118.3k $875.2k $875.2k 0.00% Reduced -39.1k -39,086
34 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 16,65016.6k $796.7k $796.7k 0.01% Added +250 +250
35 Bill Few Associates, Inc. 0.16% of their portfolio SEWICKLEY, PA 15,21315.2k $727.9k $727.9k 0.16% Reduced -412 -412
36 CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio PROVIDENCE, RI 14,42014.4k $690.0k $690.0k 0.01% Added +190 +190
37 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 13,81013.8k $660.8k $660.8k 0.00% Unchanged
38 SAGE RHINO CAPITAL LLC 0.08% of their portfolio MENLO PARK, CA 9,8199.8k $469.8k $469.8k 0.08% Reduced -2.7k -2,733
39 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,5068.5k $407.0k $407.0k 0.00% Reduced -208 -208
40 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% of their portfolio CEDAR RAPIDS, IA 7,4977.5k $358.7k $358.7k 0.02% Added +1.2k +1,240
41 Prism Advisors, Inc. 0.08% of their portfolio STUDIO CITY, CA 6,7376.7k $322.4k $322.4k 0.08% Added +123 +123
42 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 5,2205.2k $249.8k $249.8k 0.00% Unchanged
43 Signet Private Wealth LLC 0.20% of their portfolio CHICAGO, IL 5,1145.1k $244.7k $244.7k 0.20% New
44 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 5,0725.1k $242.7k $242.7k 0.00% Added +761 +761
45 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 4,7634.8k $227.9k $227.9k 0.00% Unchanged
46 Collier Financial 0.10% of their portfolio DENVER, CO 3,1203.1k $149.3k $149.3k 0.10% Added +5 +5
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 729729 $35.0k $35.0k 0.00% Reduced -428 -428
48 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 523523 $24.9k $24.9k 0.00% Unchanged
49 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 515515 $24.6k $24.6k 0.00% Added +200 +200
50 Hickory Point Bank & Trust 0.01% of their portfolio DECATUR, IL 432432 $20.7k $20.7k 0.01% Unchanged
51 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 174174 $8.3k $8.3k 0.00% Unchanged
52 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 174174 $8.3k $8.3k 0.00% Unchanged
53 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 6666 $3.2k $3.2k 0.00% Unchanged
54 Bank & Trust Co 0.00% of their portfolio LITCHFIELD, IL 6666 $3.2k $3.2k 0.00% Unchanged
55 Triumph Capital Management 0.00% of their portfolio DENVER, CO 4747 $2.2k $2.2k 0.00% Added +6 +6
56 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3737 $1.8k $1.8k 0.00% First filing