Vault-13

J P MORGAN EXCHANGE TRADED F ROCQ

NASDAQ EQUITY · ETP · CUSIP 46654Q492

25 institutional holders +22 vs Q1 2026
2,556,5732.6m shares reported held*
$145.9mreported value*
23 new 2 added 0 reduced 1 sold out net bought ≈ $29.3m (+508.2k 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 ($447.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.06.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 26: 3Q2 26: 2525Q1 26Q2 26
Numbers
QuarterHolders
Q1 20263
Q2 202625

Biggest buyers

CARY STREET PARTNERS FINANCIAL LLC New +244,888+244.9k
HighTower Advisors, LLC New +89,099+89.1k
Sigma Planning Corp New +24,004+24.0k
Wayfinding Financial, LLC New +21,864+21.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +21,114+21.1k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC New +20,545+20.5k
OLD MISSION CAPITAL LLC Added +15,947+15.9k
Reyes Financial Architecture, Inc. New +15,735+15.7k
FAS Wealth Partners, Inc. New +12,372+12.4k
JPMORGAN CHASE & CO Added +11,017+11.0k

Biggest sellers

JANE STREET GROUP, LLC Sold out -28,292-28.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,011,0172.0m $114.4m $114.4m 0.01% Added +11.0k +11,017
2 CARY STREET PARTNERS FINANCIAL LLC 0.31% of their portfolio RICHMOND, VA 244,888244.9k $14.1m $14.1m 0.31% New
3 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 89,09989.1k $5.1m $5.1m 0.00% New
4 OLD MISSION CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 43,79043.8k $2.5m $2.5m 0.06% Added +15.9k +15,947
5 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 24,00424.0k $1.4m $1.4m 0.03% New
6 Wayfinding Financial, LLC 0.48% of their portfolio LYNNWOOD, WA 21,86421.9k $1.3m $1.3m 0.48% New
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,11421.1k $1.2m $1.2m 0.00% New
8 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.24% of their portfolio RICHMOND, VA 20,54520.5k $1.2m $1.2m 0.24% New
9 Reyes Financial Architecture, Inc. 0.51% of their portfolio SAN DIEGO, CA 15,73515.7k $907.3k $907.3k 0.51% New
10 FAS Wealth Partners, Inc. 0.04% of their portfolio LEAWOOD, KS 12,37212.4k $713.4k $713.4k 0.04% New
11 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,15010.2k $585.2k $585.2k 0.00% New
12 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 10,00010.0k $576.6k $576.6k 0.02% New
13 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 9,9399.9k $573.1k $573.1k 0.01% New
14 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 9,2809.3k $535.1k $535.1k 0.01% New
15 NICOLET BANKSHARES INC 0.01% of their portfolio GREEN BAY, WI 6,8866.9k $387.7k $387.7k 0.01% New
16 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,1765.2k $298.5k $298.5k 0.00% New
17 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 3,7783.8k $217.8k $217.8k 0.01% New
18 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 2,1622.2k $124.7k $124.7k 0.00% New
19 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6001.6k $92.3k $92.3k 0.00% New
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 364364 $20.3k $20.3k 0.00% New
21 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 217217 $12.5k $12.5k 0.00% New
22 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 150150 $8.6k $8.6k 0.00% New
23 High Note Wealth, LLC 0.00% of their portfolio DEEPHAVEN, MN 100100 $5.8k $5.8k 0.00% New
24 Ulland Investment Advisors, LLC 0.00% of their portfolio MINNEAPOLIS, MN 100100 $6.0k $6.0k 0.00% New
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $14 $14 0.00% New