Vault-13

J P MORGAN EXCHANGE TRADED F HOLA

INTL HDGD EQT LA · ETP · CUSIP 46654Q591

50 institutional holders +3 vs Q4 2025
2,778,2892.8m shares reported held*
$146.4mreported value*
7 new 18 added 12 reduced 5 sold out net bought ≈ $787.6k (+15.0k 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 ($244.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.68.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 25: 39Q4 25: 47Q1 26: 5050Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q3 202539
Q4 202547
Q1 202650

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 25: 32 bought or addedQ4 25: 12 cut or sold outQ4 25Q1 26: 25 bought or addedQ1 26: 17 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q4 20253212
Q1 20262517

Biggest buyers

Retirement Planning Group, LLC New +48,135+48.1k
Mariner, LLC Added +19,795+19.8k
LPL Financial LLC Added +17,368+17.4k
JPMORGAN CHASE & CO Added +16,743+16.7k
OSAIC HOLDINGS, INC. Added +15,541+15.5k
AMERIPRISE FINANCIAL INC Added +14,495+14.5k
WELLS FARGO & COMPANY/MN Added +10,305+10.3k
ROYAL BANK OF CANADA Added +9,332+9.3k
Valmark Advisers, Inc. Added +9,031+9.0k
CITADEL ADVISORS LLC New +8,544+8.5k

Biggest sellers

Merit Financial Group, LLC Reduced -88,200-88.2k
Cetera Investment Advisers Reduced -34,649-34.6k
FOUNDERS FINANCIAL SECURITIES LLC Reduced -28,333-28.3k
Security National Bank Reduced -21,884-21.9k
JANE STREET GROUP, LLC Reduced -17,266-17.3k
Bryn Mawr Trust Advisors, LLC Sold out -5,057-5.1k
Farther Finance Advisors, LLC Reduced -3,034-3.0k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -2,778-2.8k
Kestra Advisory Services, LLC Sold out -2,306-2.3k
Focus Partners Wealth Reduced -2,044-2.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 311,169311.2k $16.4m $16.4m 0.00% Added +9.3k +9,332
2 CARY STREET PARTNERS FINANCIAL LLC 0.34% of their portfolio RICHMOND, VA 261,232261.2k $13.7m $13.7m 0.34% Reduced -2.0k -1,990
3 Security National Bank 1.99% of their portfolio OMAHA, NE 260,015260.0k $13.7m $13.7m 1.99% Reduced -21.9k -21,884
4 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 213,771213.8k $11.2m $11.2m 0.00% Added +14.5k +14,495
5 Mariner, LLC 0.01% of their portfolio Overland Park, KS 207,386207.4k $10.9m $10.9m 0.01% Added +19.8k +19,795
6 FOUNDERS FINANCIAL SECURITIES LLC 0.57% of their portfolio TOWSON, MD 185,779185.8k $10.0m $10.0m 0.57% Reduced -28.3k -28,333
7 Merit Financial Group, LLC 0.06% of their portfolio ALPHARETTA, GA 156,489156.5k $8.2m $8.2m 0.06% Reduced -88.2k -88,200
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 144,691144.7k $7.6m $7.6m 0.00% Added +17.4k +17,368
9 Valmark Advisers, Inc. 0.09% of their portfolio AKRON, OH 142,210142.2k $7.5m $7.5m 0.09% Added +9.0k +9,031
10 Sterling Investment Advisors, Ltd. 1.00% of their portfolio BERWYN, PA 104,538104.5k $5.5m $5.5m 1.00% Added +5.9k +5,861
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 93,22393.2k $4.9m $4.9m 0.01% Added +15.5k +15,541
12 Independent Wealth Advisors LLC 4.45% of their portfolio CARY, NC 86,15886.2k $4.5m $4.5m 4.45% Added +5.4k +5,393
13 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 67,75467.8k $3.6m $3.6m 0.03% Reduced -3.0k -3,034
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 56,78156.8k $3.0m $3.0m 0.00% Reduced -17.3k -17,266
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 50,51750.5k $2.7m $2.7m 0.00% Reduced -2.0k -2,044
16 Retirement Planning Group, LLC 0.08% of their portfolio LEAWOOD, KS 48,13548.1k $2.5m $2.5m 0.08% New
17 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 45,75545.8k $2.4m $2.4m 0.00% Reduced -34.6k -34,649
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 40,42640.4k $2.1m $2.1m 0.00% Added +2.3k +2,304
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,83830.8k $1.6m $1.6m 0.00% Added +10.3k +10,305
20 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.37% of their portfolio RICHMOND, VA 27,77227.8k $1.5m $1.5m 0.37% Added +6.5k +6,539
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 27,03727.0k $1.4m $1.4m 0.00% Added +16.7k +16,743
22 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 25,95926.0k $1.4m $1.4m 0.00% Reduced -38 -38
23 Investment Partners Asset Management, Inc. 0.78% of their portfolio METUCHEN, NJ 23,87223.9k $1.3m $1.3m 0.78% Added +364 +364
24 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 22,47522.5k $1.2m $1.2m 0.02% Reduced -2.8k -2,778
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,61515.6k $821.3k $821.3k 0.01% Unchanged
26 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,06612.1k $634.7k $634.7k 0.00% Added +3.7k +3,662
27 Tradition Wealth Management, LLC 0.04% of their portfolio EDINA, MN 11,99712.0k $631.0k $631.0k 0.04% Unchanged
28 Alaska Wealth Advisors, LLC 0.07% of their portfolio ANCHORAGE, AK 10,47810.5k $551.1k $551.1k 0.07% Unchanged
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,6598.7k $455.0k $455.0k 0.00% Added +3.6k +3,644
30 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,5448.5k $449.4k $449.4k 0.00% New
31 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,4267.4k $390.6k $390.6k 0.00% Reduced -450 -450
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 6,3586.4k $334.4k $334.4k 0.00% Added +614 +614
33 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 6,0086.0k $316.0k $316.0k 0.01% Added +1.3k +1,279
34 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 5,7315.7k $301.5k $301.5k 0.00% New
35 TCFG WEALTH MANAGEMENT, LLC 0.10% of their portfolio LAGUNA NIGUEL, CA 5,2635.3k $277.7k $277.7k 0.10% New
36 TCFG Investment Advisors, LLC 0.10% of their portfolio LAGUNA NIGUEL, CA 5,2635.3k $277.7k $277.7k 0.10% First filing
37 Strategic Wealth Advisors LLC 0.21% of their portfolio SCOTTSDALE, AZ 5,0525.1k $265.0k $265.0k 0.21% Unchanged
38 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,0105.0k $263.5k $263.5k 0.00% Reduced -299 -299
39 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 4,8134.8k $253.1k $253.1k 0.01% New
40 Alaska Permanent Capital Management, LLC 0.02% of their portfolio ANCHORAGE, AK 4,5844.6k $240.8k $240.8k 0.02% Unchanged
41 Financially in Tune, LLC 0.20% of their portfolio STONEHAM, MA 4,4724.5k $235.2k $235.2k 0.20% Unchanged
42 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 4,3394.3k $227.9k $227.9k 0.00% Unchanged
43 Oak Wealth Advisors LLC 0.12% of their portfolio NORTHBROOK, IL 4,2994.3k $226.1k $226.1k 0.12% New
44 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,2194.2k $221.9k $221.9k 0.00% New
45 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 3,8583.9k $202.9k $202.9k 0.00% Unchanged
46 United Community Bank 0.04% of their portfolio GREENVILLE, SC 2,1692.2k $114.1k $114.1k 0.04% Unchanged
47 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,4821.5k $78.0k $78.0k 0.00% Unchanged
48 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 882882 $46.4k $46.4k 0.00% Added +613 +613
49 Longview Financial Advisors LLC 0.01% of their portfolio SAN RAFAEL, CA 226226 $11.9k $11.9k 0.01% Unchanged
50 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 146146 $7.7k $7.7k 0.00% Unchanged