Vault-13

J P MORGAN EXCHANGE TRADED F JFLX

FLEXIBLE DEBT ET · ETP · CUSIP 46654Q559

89 institutional holders +9 vs Q1 2026
17,332,25517.3m shares reported held*
$873.2mreported value*
18 new 37 added 20 reduced 10 sold out net bought ≈ $50.6m (+1.0m 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 ≈ $50.38.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 25: 59Q4 25: 80Q1 26: 80Q2 26: 8989Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202559
Q4 202580
Q1 202680
Q2 202689

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 25: 55 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 50 bought or addedQ1 26: 27 cut or sold outQ1 26Q2 26: 55 bought or addedQ2 26: 30 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20255522
Q1 20265027
Q2 20265530

Biggest buyers

ARQ WEALTH ADVISORS, LLC New +386,223+386.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +169,887+169.9k
JPMORGAN CHASE & CO Added +143,919+143.9k
WELLS FARGO & COMPANY/MN Added +109,454+109.5k
KINTRA WEALTH, LLC New +79,551+79.6k
RAYMOND JAMES FINANCIAL INC Added +78,256+78.3k
GOLDMAN SACHS GROUP INC New +75,566+75.6k
WealthPlan Investment Management, LLC Added +63,057+63.1k
Pinnacle Financial Partners, Inc. Added +51,489+51.5k
Glenview Trust Co Added +42,929+42.9k

Biggest sellers

Modern Wealth Management, LLC Reduced -159,229-159.2k
MORGAN STANLEY Reduced -146,434-146.4k
LWM Advisory Services, LLC Sold out -79,111-79.1k
HighTower Advisors, LLC Sold out -62,513-62.5k
JANE STREET GROUP, LLC Sold out -33,266-33.3k
AMERIPRISE FINANCIAL INC Reduced -33,144-33.1k
National Philanthropic Trust Reduced -24,086-24.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -20,284-20.3k
ASSETMARK, INC Reduced -10,743-10.7k
ARBOR CAPITAL MANAGEMENT INC /ADV Reduced -7,463-7.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,174,1033.2m $159.9m $159.9m 0.01% Added +143.9k +143,919
2 Glenview Trust Co 1.49% of their portfolio Louisville, KY 2,137,7592.1m $107.7m $107.7m 1.49% Added +42.9k +42,929
3 Provenance Wealth Advisors, LLC 6.96% of their portfolio FORT LAUDERDALE, FL 1,449,3241.4m $73.0m $73.0m 6.96% Added +23.3k +23,296
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,375,5021.4m $69.3m $69.3m 0.01% Added +109.5k +109,454
5 Pinnacle Financial Partners, Inc. 0.30% of their portfolio ATLANTA, GA 862,473862.5k $43.5m $43.5m 0.30% Added +51.5k +51,489
6 Allegheny Financial Group 3.76% of their portfolio Pittsburgh, PA 702,054702.1k $35.4m $35.4m 3.76% Added +4.2k +4,193
7 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 619,515619.5k $31.2m $31.2m 0.05% Reduced -10.7k -10,743
8 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 562,838562.8k $28.4m $28.4m 0.04% Added +169.9k +169,887
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 479,555479.6k $24.2m $24.2m 0.01% Added +36.0k +35,956
10 American Trust 1.78% of their portfolio LEXINGTON, KY 457,456457.5k $23.1m $23.1m 1.78% Added +7.4k +7,385
11 Sterling Investment Advisors, Ltd. 3.81% of their portfolio BERWYN, PA 452,085452.1k $22.8m $22.8m 3.81% Added +18.5k +18,544
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 431,294431.3k $21.7m $21.7m 0.01% Added +78.3k +78,256
13 Spartan Wealth Advisory Services LLC 1.77% of their portfolio BINGHAM FARMS, MI 429,039429.0k $21.6m $21.6m 1.77% Added +7.5k +7,549
14 ARQ WEALTH ADVISORS, LLC 2.39% of their portfolio SCOTTSDALE, AZ 386,223386.2k $19.3m $19.3m 2.39% New
15 Coastal Bridge Advisors, LLC 1.10% of their portfolio WESTPORT, CT 354,302354.3k $17.9m $17.9m 1.10% Added +16.9k +16,902
16 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 275,423275.4k $13.9m $13.9m 0.01% Reduced -1.1k -1,101
17 Bleakley Financial Group, LLC 0.17% of their portfolio PARSIPPANY, NJ 261,497261.5k $13.2m $13.2m 0.17% Added +4.6k +4,565
18 WealthPlan Investment Management, LLC 0.65% of their portfolio OMAHA, NE 260,215260.2k $13.1m $13.1m 0.65% Added +63.1k +63,057
19 Evolution Wealth Advisors, LLC 1.32% of their portfolio AVENTURA, FL 223,817223.8k $11.3m $11.3m 1.32% Reduced -4.6k -4,606
20 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 204,250204.2k $10.3m $10.3m 0.01% Added +13.0k +13,000
21 DAYMARK WEALTH PARTNERS, LLC 0.23% of their portfolio CINCINNATI, OH 188,632188.6k $9.5m $9.5m 0.23% Added +8.8k +8,757
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 173,978174.0k $8.7m $8.7m 0.00% Reduced -33.1k -33,144
23 Perigon Wealth Management, LLC 0.14% of their portfolio SAN FRANCISCO, CA 172,635172.6k $8.7m $8.7m 0.14% Added +20.3k +20,285
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 146,466146.5k $7.4m $7.4m 0.00% Reduced -20.3k -20,284
25 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 128,936128.9k $6.5m $6.5m 0.00% Added +32.9k +32,863
26 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 112,135112.1k $5.7m $5.7m 0.01% Added +192 +192
27 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 103,738103.7k $5.2m $5.2m 0.01% Added +11.9k +11,939
28 National Philanthropic Trust 0.07% of their portfolio Jenkintown, PA 94,14794.1k $4.7m $4.7m 0.07% Reduced -24.1k -24,086
29 Greenwich Wealth Management LLC 0.15% of their portfolio GREENWICH, CT 81,11281.1k $4.1m $4.1m 0.15% Added +27.8k +27,767
30 KINTRA WEALTH, LLC 0.21% of their portfolio WILLIAMSPORT, PA 79,55179.6k $4.0m $4.0m 0.21% New
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,56675.6k $3.8m $3.8m 0.00% New
32 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 71,49771.5k $3.6m $3.6m 0.00% Reduced -1.2k -1,217
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 67,04967.0k $3.4m $3.4m 0.00% Added +9.3k +9,303
34 ARBOR CAPITAL MANAGEMENT INC /ADV 3.21% of their portfolio ANCHORAGE, AK 65,02465.0k $3.3m $3.3m 3.21% Reduced -7.5k -7,463
35 WealthPLAN Partners, LLC 0.60% of their portfolio OMAHA, NE 62,68262.7k $3.2m $3.2m 0.60% Added +40.4k +40,446
36 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 59,11459.1k $3.0m $3.0m 0.00% Reduced -1.4k -1,366
37 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 35,31735.3k $1.8m $1.8m 0.01% Reduced -857 -857
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,30834.3k $1.7m $1.7m 0.00% Added +6.9k +6,900
39 Simplicity Wealth,LLC 0.06% of their portfolio SUMMIT, NJ 33,25033.2k $1.7m $1.7m 0.06% Added +3.5k +3,526
40 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 30,72730.7k $1.5m $1.5m 0.01% Added +2.4k +2,432
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,66330.7k $1.5m $1.5m 0.00% Added +22.8k +22,786
42 Oak Barrel Wealth Advisory LLC 0.64% of their portfolio RESTON, VA 28,95329.0k $1.5m $1.5m 0.64% First filing
43 CHOREO, LLC 0.02% of their portfolio ROCKFORD, IL 27,95728.0k $1.4m $1.4m 0.02% Unchanged
44 RAFFA WEALTH MANAGEMENT, LLC 0.17% of their portfolio WASHINGTON, DC 27,43627.4k $1.4m $1.4m 0.17% Unchanged
45 Bluesphere Advisors LLC 0.41% of their portfolio EAST NORRITON, PA 26,16626.2k $1.3m $1.3m 0.41% Added +312 +312
46 Klingman & Associates, LLC 0.05% of their portfolio New York, NY 25,36725.4k $1.3m $1.3m 0.05% Reduced -346 -346
47 ARWA LLC 0.50% of their portfolio FORT WORTH, TX 24,21024.2k $1.2m $1.2m 0.50% Added +4.0k +3,958
48 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 22,39522.4k $1.1m $1.1m 0.01% Reduced -159.2k -159,229
49 Cedar Mountain Advisors, LLC 0.18% of their portfolio LAKE OSWEGO, OR 20,38320.4k $1.0m $1.0m 0.18% New
50 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 17,65017.6k $889.6k $889.6k 0.03% New
51 Certified Advisory Corp 0.07% of their portfolio ALTAMONTE SPRINGS, FL 17,53417.5k $883.7k $883.7k 0.07% Reduced -128 -128
52 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,51211.5k $580.0k $580.0k 0.00% Added +2.7k +2,665
53 Patton Albertson Miller Group, LLC 0.06% of their portfolio Chattanooga, TN 11,02011.0k $555.4k $555.4k 0.06% Reduced -440 -440
54 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,96211.0k $552.5k $552.5k 0.01% Added +1.7k +1,715
55 Balefire, LLC 0.08% of their portfolio DALLAS, TX 9,5509.6k $481.3k $481.3k 0.08% Reduced -59 -59
56 HARBOUR INVESTMENT MANAGEMENT LLC 0.24% of their portfolio EDMONDS, WA 9,3259.3k $470.0k $470.0k 0.24% Added +111 +111
57 L. Roy Papp & Associates, LLP 0.05% of their portfolio Phoenix, AZ 9,2599.3k $466.7k $466.7k 0.05% Unchanged
58 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 8,8858.9k $447.8k $447.8k 0.00% New
59 GEN Financial Management, INC. 0.25% of their portfolio PLYMOUTH, MN 8,4488.4k $425.8k $425.8k 0.25% New
60 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 7,8177.8k $389.3k $389.3k 0.01% Unchanged
61 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 7,8007.8k $393.0k $393.0k 0.00% New
62 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,2847.3k $367.1k $367.1k 0.00% New
63 FAGAN ASSOCIATES, INC. 0.04% of their portfolio TROY, NY 6,2156.2k $313.2k $313.2k 0.04% New
64 BTG Pactual Asset Management US LLC 0.02% of their portfolio NEW YORK, NY 6,1646.2k $310.7k $310.7k 0.02% Unchanged
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,5755.6k $281.0k $281.0k 0.00% New
66 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,3565.4k $270.0k $270.0k 0.00% Reduced -5.0k -5,042
67 B & T Capital Management DBA Alpha Capital Management 0.03% of their portfolio AUSTIN, TX 5,0055.0k $252.3k $252.3k 0.03% New
68 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,2154.2k $212.5k $212.5k 0.00% Added +50 +50
69 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,6442.6k $133.3k $133.3k 0.00% Reduced -146.4k -146,434
70 Princeton Global Asset Management LLC 0.02% of their portfolio PRINCETON, NJ 2,3852.4k $120.2k $120.2k 0.02% Added +29 +29
71 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 2,2612.3k $114.0k $114.0k 0.00% Unchanged
72 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,6541.7k $83.4k $83.4k 0.00% Added +20 +20
73 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,6301.6k $82.2k $82.2k 0.00% First filing
74 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,5331.5k $77.3k $77.3k 0.00% New
75 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 652652 $32.9k $32.9k 0.00% New
76 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 358358 $18.0k $18.0k 0.00% New
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 249249 $12.6k $12.6k 0.00% Unchanged
78 Rossby Financial, LCC 0.00% of their portfolio MELBOURNE, FL 182182 $9.2k $9.2k 0.00% Reduced -3 -3
79 Trust Co 0.00% of their portfolio MANHATTAN, KS 162162 $8.1k $8.1k 0.00% Unchanged
80 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 160160 $8.1k $8.1k 0.00% New
81 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 147147 $7.4k $7.4k 0.00% Reduced -273 -273
82 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 135135 $6.8k $6.8k 0.00% Added +79 +79
83 Bank & Trust Co 0.00% of their portfolio LITCHFIELD, IL 126126 $6.3k $6.3k 0.00% Unchanged
84 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8282 $4.1k $4.1k 0.00% New
85 TOWER TRUST & INVESTMENT Co 0.00% of their portfolio DAVENPORT, IA 7979 $4.0k $4.0k 0.00% New
86 Hickory Point Bank & Trust 0.00% of their portfolio DECATUR, IL 6767 $3.4k $3.4k 0.00% Unchanged
87 Park Square Financial Group, LLC 0.02% of their portfolio ROSWELL, GA 3535 $1.8k $1.8k 0.02% Reduced -90 -90
88 RICHARDSON FINANCIAL SERVICES INC. 0.00% of their portfolio MEDWAY, MA 1919 $958 $958 0.00% Unchanged
89 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 11 $50 $50 0.00% Unchanged