Vault-13

J P MORGAN EXCHANGE TRADED F HOLA

INTL HDGD EQT LA · ETP · CUSIP 46654Q591

52 institutional holders +2 vs Q1 2026
2,607,4992.6m shares reported held*
$144.4mreported value*
6 new 17 added 21 reduced 2 sold out net sold ≈ $8.9m (-160.8k 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 ($272.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.36.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 25: 39Q4 25: 47Q1 26: 50Q2 26: 5252Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 202539
Q4 202547
Q1 202650
Q2 202652

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 26Q2 26: 23 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 20253212
Q1 20262517
Q2 20262323

Biggest buyers

Private Advisor Group, LLC New +212,735+212.7k
CARY STREET PARTNERS FINANCIAL LLC Added +101,402+101.4k
LPL Financial LLC Added +21,317+21.3k
Valmark Advisers, Inc. Added +13,800+13.8k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Added +12,162+12.2k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Added +11,143+11.1k
JPMORGAN CHASE & CO Added +10,476+10.5k
Independent Wealth Advisors LLC Added +6,534+6.5k
Cetera Investment Advisers Added +5,062+5.1k
Beacon Pointe Advisors, LLC New +4,472+4.5k

Biggest sellers

ROYAL BANK OF CANADA Reduced -255,674-255.7k
Mariner, LLC Reduced -203,138-203.1k
Security National Bank Reduced -45,496-45.5k
Retirement Planning Group, LLC Reduced -25,604-25.6k
Merit Financial Group, LLC Reduced -16,475-16.5k
JANE STREET GROUP, LLC Reduced -7,843-7.8k
WELLS FARGO & COMPANY/MN Reduced -7,734-7.7k
OSAIC HOLDINGS, INC. Reduced -6,668-6.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -6,113-6.1k
Focus Partners Advisor Solutions, LLC Sold out -3,858-3.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CARY STREET PARTNERS FINANCIAL LLC 0.44% of their portfolio RICHMOND, VA 362,634362.6k $20.1m $20.1m 0.44% Added +101.4k +101,402
2 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 217,407217.4k $12.0m $12.0m 0.00% Added +3.6k +3,636
3 Security National Bank 1.42% of their portfolio OMAHA, NE 214,519214.5k $11.9m $11.9m 1.42% Reduced -45.5k -45,496
4 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 212,735212.7k $11.8m $11.8m 0.05% New
5 FOUNDERS FINANCIAL SECURITIES LLC 0.52% of their portfolio TOWSON, MD 184,895184.9k $10.2m $10.2m 0.52% Reduced -884 -884
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 166,008166.0k $9.2m $9.2m 0.00% Added +21.3k +21,317
7 Valmark Advisers, Inc. 0.09% of their portfolio AKRON, OH 156,010156.0k $8.6m $8.6m 0.09% Added +13.8k +13,800
8 Merit Financial Group, LLC 0.05% of their portfolio ALPHARETTA, GA 140,014140.0k $7.8m $7.8m 0.05% Reduced -16.5k -16,475
9 Sterling Investment Advisors, Ltd. 1.00% of their portfolio BERWYN, PA 107,733107.7k $6.0m $6.0m 1.00% Added +3.2k +3,195
10 Independent Wealth Advisors LLC 4.64% of their portfolio CARY, NC 92,69292.7k $5.1m $5.1m 4.64% Added +6.5k +6,534
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 86,55586.6k $4.8m $4.8m 0.01% Reduced -6.7k -6,668
12 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 71,47271.5k $4.0m $4.0m 0.03% Added +3.7k +3,718
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 55,49555.5k $3.1m $3.1m 0.00% Reduced -255.7k -255,674
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 50,81750.8k $2.8m $2.8m 0.00% Added +5.1k +5,062
15 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 50,37750.4k $2.8m $2.8m 0.00% Reduced -140 -140
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,93848.9k $2.7m $2.7m 0.00% Reduced -7.8k -7,843
17 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.45% of their portfolio RICHMOND, VA 39,93439.9k $2.2m $2.2m 0.45% Added +12.2k +12,162
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 37,51337.5k $2.1m $2.1m 0.00% Added +10.5k +10,476
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 34,31334.3k $1.9m $1.9m 0.00% Reduced -6.1k -6,113
20 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 25,99026.0k $1.4m $1.4m 0.00% Added +31 +31
21 Investment Partners Asset Management, Inc. 0.73% of their portfolio METUCHEN, NJ 23,53823.5k $1.3m $1.3m 0.73% Reduced -334 -334
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 23,10423.1k $1.3m $1.3m 0.00% Reduced -7.7k -7,734
23 Retirement Planning Group, LLC 0.03% of their portfolio LEAWOOD, KS 22,53122.5k $1.2m $1.2m 0.03% Reduced -25.6k -25,604
24 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 21,72721.7k $1.2m $1.2m 0.02% Reduced -748 -748
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 15,48215.5k $857.0k $857.0k 0.00% Added +11.1k +11,143
26 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 13,31113.3k $737.0k $737.0k 0.01% Reduced -2.3k -2,304
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,01912.0k $665.5k $665.5k 0.00% Reduced -47 -47
28 Tradition Wealth Management, LLC 0.04% of their portfolio EDINA, MN 11,42911.4k $632.8k $632.8k 0.04% Reduced -568 -568
29 Alaska Wealth Advisors, LLC 0.06% of their portfolio ANCHORAGE, AK 10,47810.5k $580.2k $580.2k 0.06% Unchanged
30 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,6438.6k $479.0k $479.0k 0.00% Reduced -16 -16
31 Oak Wealth Advisors LLC 0.20% of their portfolio NORTHBROOK, IL 7,5777.6k $419.5k $419.5k 0.20% Added +3.3k +3,278
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 7,4897.5k $414.7k $414.7k 0.00% Added +1.1k +1,131
33 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 7,3807.4k $408.6k $408.6k 0.00% Added +1.6k +1,649
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,8335.8k $323.0k $323.0k 0.00% Added +823 +823
35 Capital Analysts, LLC 0.01% of their portfolio FORT WASHINGTON, PA 5,6745.7k $314.0k $314.0k 0.01% Reduced -334 -334
36 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,2835.3k $292.5k $292.5k 0.00% Reduced -2.1k -2,143
37 TCFG Investment Advisors, LLC 0.10% of their portfolio LAGUNA NIGUEL, CA 5,2635.3k $292.7k $292.7k 0.10% Unchanged
38 Strategic Wealth Advisors LLC 0.22% of their portfolio SCOTTSDALE, AZ 5,0525.1k $263.0k $263.0k 0.22% Unchanged
39 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 4,8134.8k $266.5k $266.5k 0.01% Unchanged
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 4,7254.7k $261.6k $261.6k 0.00% Reduced -3.8k -3,819
41 Alaska Permanent Capital Management, LLC 0.02% of their portfolio ANCHORAGE, AK 4,5844.6k $253.8k $253.8k 0.02% Unchanged
42 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 4,4724.5k $247.6k $247.6k 0.00% New
43 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,4344.4k $245.5k $245.5k 0.00% New
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 4,2484.2k $235.2k $235.2k 0.00% Reduced -203.1k -203,138
45 High Net Worth Advisory Group LLC 0.04% of their portfolio NAPLES, FL 3,7823.8k $209.4k $209.4k 0.04% New
46 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 3,7313.7k $206.6k $206.6k 0.00% Reduced -488 -488
47 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,9643.0k $164.1k $164.1k 0.00% Added +1.5k +1,482
48 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,9242.9k $161.9k $161.9k 0.00% New
49 United Community Bank 0.04% of their portfolio GREENVILLE, SC 2,1692.2k $120.1k $120.1k 0.04% Unchanged
50 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 882882 $48.8k $48.8k 0.00% Unchanged
51 Ashton Thomas Private Wealth, LLC 0.00% of their portfolio SCOTTSDALE, AZ 593593 $32.8k $32.8k 0.00% New
52 Longview Financial Advisors LLC 0.01% of their portfolio SAN RAFAEL, CA 226226 $12.5k $12.5k 0.01% Unchanged