Vault-13

J P MORGAN EXCHANGE TRADED F JGRO

ACTIVE GROWTH · ETP · CUSIP 46654Q609

352 institutional holders +0 vs Q4 2025
72,226,80772.2m shares reported held*
$6.1bnreported value*
32 new 178 added 102 reduced 28 sold out net bought ≈ $323.9m (+3.8m 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 ($18.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $83.86.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 11Q4 22: 29Q1 23: 53Q2 23: 64Q3 23: 77Q4 23: 109Q1 24: 136Q2 24: 168Q3 24: 187Q4 24: 228Q1 25: 261Q2 25: 291Q3 25: 302Q4 25: 352Q1 26: 352352Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202211
Q4 202229
Q1 202353
Q2 202364
Q3 202377
Q4 2023109
Q1 2024136
Q2 2024168
Q3 2024187
Q4 2024228
Q1 2025261
Q2 2025291
Q3 2025302
Q4 2025352
Q1 2026352

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 123 bought or addedQ2 24: 42 cut or sold outQ3 24: 135 bought or addedQ3 24: 49 cut or sold outQ3 24Q4 24: 160 bought or addedQ4 24: 46 cut or sold outQ1 25: 196 bought or addedQ1 25: 53 cut or sold outQ1 25Q2 25: 204 bought or addedQ2 25: 74 cut or sold outQ3 25: 184 bought or addedQ3 25: 90 cut or sold outQ3 25Q4 25: 229 bought or addedQ4 25: 77 cut or sold outQ1 26: 210 bought or addedQ1 26: 130 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202412342
Q3 202413549
Q4 202416046
Q1 202519653
Q2 202520474
Q3 202518490
Q4 202522977
Q1 2026210130

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +1,019,245+1.0m
Cetera Investment Advisers Added +660,186+660.2k
JONES FINANCIAL COMPANIES LLLP Added +446,686+446.7k
LPL Financial LLC Added +379,364+379.4k
WELLS FARGO & COMPANY/MN Added +377,289+377.3k
CAPTRUST FINANCIAL ADVISORS Added +375,598+375.6k
BANK OF AMERICA CORP /DE/ Added +274,085+274.1k
Integrated Wealth Concepts LLC Added +242,893+242.9k
Arkadios Wealth Advisors Added +190,052+190.1k
JPMORGAN CHASE & CO Added +186,257+186.3k

Biggest sellers

CORRECT CAPITAL WEALTH MANAGEMENT Reduced -560,834-560.8k
TWO SIGMA INVESTMENTS, LP Reduced -385,400-385.4k
Beaumont Financial Advisors, LLC Reduced -256,592-256.6k
MENORA MIVTACHIM HOLDINGS LTD. Sold out -100,042-100.0k
Vestmark Advisory Solutions, Inc. Reduced -85,804-85.8k
Venture Visionary Partners LLC Reduced -76,506-76.5k
MML INVESTORS SERVICES, LLC Reduced -71,735-71.7k
MORGAN STANLEY Reduced -61,546-61.5k
NewEdge Advisors, LLC Reduced -61,038-61.0k
Bank of New York Mellon Corp Reduced -60,463-60.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 13,128,93913.1m $1.1bn $1.1bn 0.07% Added +186.3k +186,257
2 LPL Financial LLC 0.16% of their portfolio FORT MILL, SC 7,301,9937.3m $617.2m $617.2m 0.16% Added +379.4k +379,364
3 AMERIPRISE FINANCIAL INC 0.09% of their portfolio MINNEAPOLIS, MN 4,668,5744.7m $394.5m $394.5m 0.09% Added +28.4k +28,394
4 CAPTRUST FINANCIAL ADVISORS 0.63% of their portfolio RALEIGH, NC 4,292,8434.3m $362.8m $362.8m 0.63% Added +375.6k +375,598
5 RAYMOND JAMES FINANCIAL INC 0.09% of their portfolio ST. PETERSBURG, FL 3,325,8143.3m $281.1m $281.1m 0.09% Added +1.0m +1,019,245
6 JONES FINANCIAL COMPANIES LLLP 0.12% of their portfolio DES PERES, MO 2,930,2432.9m $240.3m $240.3m 0.12% Added +446.7k +446,686
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,231,5762.2m $188.6m $188.6m 0.01% Added +274.1k +274,085
8 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 1,569,3021.6m $132.6m $132.6m 0.19% Added +126.9k +126,854
9 Janney Montgomery Scott LLC 0.33% of their portfolio PHILADELPHIA, PA 1,558,3761.6m $131.7m $131.7m 0.33% Reduced -32.2k -32,241
10 CWM, LLC 0.31% of their portfolio OMAHA, NE 1,405,2481.4m $118.8m $118.8m 0.31% Reduced -47.2k -47,174
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,348,5301.3m $114.0m $114.0m 0.02% Added +82.3k +82,289
12 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,266,5051.3m $107.0m $107.0m 0.02% Reduced -22.0k -22,034
13 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,234,4421.2m $104.3m $104.3m 0.03% Added +125.8k +125,754
14 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 1,196,2061.2m $101.1m $101.1m 0.11% Added +660.2k +660,186
15 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 909,712909.7k $76.9m $76.9m 0.02% Added +377.3k +377,289
16 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.14% of their portfolio PLYMOUTH, MN 813,173813.2k $65.7m $65.7m 0.14% Reduced -48.2k -48,244
17 Avior Wealth Management, LLC 1.90% of their portfolio OMAHA, NE 793,135793.1k $67.0m $67.0m 1.90% Reduced -14.7k -14,730
18 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 722,210722.2k $61.0m $61.0m 0.09% Reduced -45.9k -45,852
19 Goldstein Advisors, LLC 6.37% of their portfolio Madison, WI 678,390678.4k $57.3m $57.3m 6.37% Added +33.6k +33,591
20 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 669,406669.4k $56.6m $56.6m 0.06% Added +2.1k +2,068
21 American Trust 4.51% of their portfolio LEXINGTON, KY 604,032604.0k $51.1m $51.1m 4.51% Added +29.1k +29,081
22 GGM Financial LLC 23.39% of their portfolio COLUMBUS, OH 601,161601.2k $50.8m $50.8m 23.39% Added +62.0k +61,971
23 Provenance Wealth Advisors, LLC 5.00% of their portfolio FORT LAUDERDALE, FL 558,867558.9k $47.2m $47.2m 5.00% Reduced -24.8k -24,769
24 GREAT VALLEY ADVISOR GROUP, INC. 0.85% of their portfolio WILMINGTON, DE 550,429550.4k $46.5m $46.5m 0.85% Reduced -15.7k -15,734
25 CARY STREET PARTNERS FINANCIAL LLC 1.10% of their portfolio RICHMOND, VA 524,474524.5k $44.3m $44.3m 1.10% Added +42.4k +42,444
26 Vestmark Advisory Solutions, Inc. 0.49% of their portfolio Wakefield, MA 523,889523.9k $44.3m $44.3m 0.49% Reduced -85.8k -85,804
27 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 521,998522.0k $44.1m $44.1m 0.04% Added +9.3k +9,256
28 STEPH & CO 12.49% of their portfolio MARINETTE, WI 517,947517.9k $43.8m $43.8m 12.49% Added +19.8k +19,759
29 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 479,593479.6k $40.5m $40.5m 0.19% Added +71.5k +71,534
30 Stratos Wealth Partners, LTD. 0.44% of their portfolio BEACHWOOD, OH 458,988459.0k $38.8m $38.8m 0.44% Reduced -8.5k -8,459
31 Berman McAleer LLC 5.23% of their portfolio TIMONIUM, MD 453,276453.3k $38.3m $38.3m 5.23% Added +11.5k +11,533
32 DAYMARK WEALTH PARTNERS, LLC 1.18% of their portfolio CINCINNATI, OH 445,778445.8k $37.7m $37.7m 1.18% Added +24.7k +24,724
33 AlphaCore Capital LLC 0.88% of their portfolio LA JOLLA, CA 439,640439.6k $37.2m $37.2m 0.88% Added +94.3k +94,343
34 Trust Co 3.34% of their portfolio MANHATTAN, KS 421,866421.9k $35.7m $35.7m 3.34% Added +18.6k +18,597
35 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 408,564408.6k $34.5m $34.5m 0.01% Reduced -60.5k -60,463
36 HUB Investment Partners, LLC 0.84% of their portfolio AUSTIN, TX 404,453404.5k $34.2m $34.2m 0.84% Added +78.0k +78,004
37 FMR LLC 0.00% of their portfolio BOSTON, MA 389,605389.6k $32.9m $32.9m 0.00% Added +7.1k +7,140
38 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 369,434369.4k $31.2m $31.2m 0.03% Added +11.2k +11,171
39 Integrated Wealth Concepts LLC 0.24% of their portfolio WALTHAM, MA 357,993358.0k $30.3m $30.3m 0.24% Added +242.9k +242,893
40 Frontier Asset Management, LLC 6.33% of their portfolio SHERIDAN, WY 357,252357.3k $30.2m $30.2m 6.33% Added +34.1k +34,071
41 Aprio Wealth Management, LLC 1.51% of their portfolio ATLANTA, GA 326,607326.6k $27.6m $27.6m 1.51% Added +13.4k +13,376
42 Sequoia Financial Advisors, LLC 0.15% of their portfolio Akron, OH 307,936307.9k $26.0m $26.0m 0.15% Reduced -26.8k -26,752
43 Mariner, LLC 0.03% of their portfolio Overland Park, KS 296,242296.2k $25.0m $25.0m 0.03% Reduced -30.5k -30,499
44 Advantage Trust Co 10.82% of their portfolio SALINA, KS 285,609285.6k $24.1m $24.1m 10.82% Added +7.7k +7,734
45 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 263,071263.1k $22.2m $22.2m 0.06% Reduced -71.7k -71,735
46 Crumly & Associates Inc. 4.51% of their portfolio SPRINGFIELD, IL 253,779253.8k $21.4m $21.4m 4.51% Reduced -33.7k -33,668
47 WealthPlan Investment Management, LLC 1.15% of their portfolio OMAHA, NE 243,522243.5k $20.6m $20.6m 1.15% Added +91.1k +91,146
48 ORRSTOWN FINANCIAL SERVICES INC 3.32% of their portfolio HARRISBURG, PA 234,992235.0k $19.9m $19.9m 3.32% Added +19.4k +19,419
49 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 215,646215.6k $18.2m $18.2m 0.01% Added +18.4k +18,419
50 Arlington Financial Advisors, LLC 2.55% of their portfolio SANTA BARBARA, CA 211,610211.6k $17.9m $17.9m 2.55% Added +19.1k +19,074
51 CORRECT CAPITAL WEALTH MANAGEMENT 3.29% of their portfolio CLAYTON, MO 208,215208.2k $17.6m $17.6m 3.29% Reduced -560.8k -560,834
52 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 200,501200.5k $16.9m $16.9m 0.03% Reduced -55.0k -54,984
53 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 196,395196.4k $16.6m $16.6m 0.06% Reduced -8.0k -7,954
54 Tradition Wealth Management, LLC 1.18% of their portfolio EDINA, MN 195,610195.6k $16.5m $16.5m 1.18% Added +10.8k +10,767
55 Wagner Wealth Management, LLC 3.33% of their portfolio GREENVILLE, SC 194,940194.9k $16.5m $16.5m 3.33% Added +6.0k +6,046
56 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 194,490194.5k $16.4m $16.4m 0.04% Reduced -10.3k -10,305
57 Arkadios Wealth Advisors 0.27% of their portfolio ATLANTA, GA 193,170193.2k $16.3m $16.3m 0.27% Added +190.1k +190,052
58 D.A. DAVIDSON & CO. 0.09% of their portfolio GREAT FALLS, MT 183,169183.2k $15.5m $15.5m 0.09% Reduced -2.6k -2,570
59 Sprinkle Financial Consultants LLC 7.09% of their portfolio LITTLETON, CO 181,868181.9k $15.4m $15.4m 7.09% Added +7.0k +7,002
60 Allegheny Financial Group 1.96% of their portfolio Pittsburgh, PA 172,227172.2k $14.6m $14.6m 1.96% Added +69.9k +69,899
61 Resolute Wealth Strategies, LLC 5.86% of their portfolio JACKSON, MS 160,789160.8k $13.6m $13.6m 5.86% Added +8.6k +8,578
62 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 145,063145.1k $12.3m $12.3m 0.06% Added +86.5k +86,538
63 Welch Financial Planning, LLC 8.40% of their portfolio BOULDER, CO 138,201138.2k $11.7m $11.7m 8.40% Added +3.8k +3,777
64 Foundry Financial Group, Inc. 5.71% of their portfolio LACONIA, NH 136,156136.2k $11.5m $11.5m 5.71% Added +18.8k +18,806
65 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 124,022124.0k $10.5m $10.5m 0.00% New
66 Venture Visionary Partners LLC 0.32% of their portfolio Sylvania, OH 114,663114.7k $9.7m $9.7m 0.32% Reduced -76.5k -76,506
67 MN Wealth Advisors, LLC 4.51% of their portfolio OVERLAND PARK, KS 109,585109.6k $9.3m $9.3m 4.51% Reduced -13.7k -13,662
68 PENOBSCOT WEALTH MANAGEMENT 2.69% of their portfolio PORTLAND, ME 107,844107.8k $9.1m $9.1m 2.69% Added +6.5k +6,455
69 Greenbush Financial Group, LLC 2.96% of their portfolio ALBANY, NY 105,696105.7k $8.9m $8.9m 2.96% Reduced -26.2k -26,179
70 Strategic Blueprint, LLC 0.49% of their portfolio ATLANTA, GA 99,91299.9k $8.4m $8.4m 0.49% Added +5.5k +5,542
71 Beaumont Financial Advisors, LLC 0.58% of their portfolio NEEDHAM, MA 99,24699.2k $8.4m $8.4m 0.58% Reduced -256.6k -256,592
72 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 98,96399.0k $8.8m $8.8m 0.06% Added +49.8k +49,793
73 Patriot Financial Group Insurance Agency, LLC 0.47% of their portfolio Westborough, MA 98,75098.8k $8.3m $8.3m 0.47% Added +49.6k +49,572
74 KEYVANTAGE WEALTH, LLC 3.65% of their portfolio BETHLEHEM, PA 97,91897.9k $8.3m $8.3m 3.65% Reduced -8.1k -8,065
75 Western Wealth Management, LLC 0.31% of their portfolio GOLDEN, CO 96,14396.1k $8.1m $8.1m 0.31% Added +2.6k +2,639
76 Geneos Wealth Management Inc. 0.18% of their portfolio ENGLEWOOD, CO 90,70490.7k $7.7m $7.7m 0.18% Reduced -43.5k -43,500
77 Selby Wealth Management, LLC 2.92% of their portfolio EMERYVILLE, CA 87,68987.7k $7.4m $7.4m 2.92% Reduced -750 -750
78 EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio Oklahoma City, OK 86,81486.8k $7.3m $7.3m 0.06% Added +14.5k +14,454
79 Guided Capital Wealth Management, LLC 4.82% of their portfolio HOUSTON, TX 86,47486.5k $7.3m $7.3m 4.82% Reduced -2.3k -2,280
80 Strategic Financial Concepts, LLC 1.79% of their portfolio SAN ANTONIO, TX 85,41585.4k $7.3m $7.3m 1.79% Added +79.4k +79,395
81 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 80,30380.3k $6.8m $6.8m 0.01% Added +13.7k +13,731
82 LexAurum Advisors, LLC 0.88% of their portfolio OVERLAND PARK, KS 80,19980.2k $6.8m $6.8m 0.88% First filing
83 Alpha Advisors, LLC/VA 5.26% of their portfolio RICHMOND, VA 78,80178.8k $6.7m $6.7m 5.26% Reduced -2.3k -2,342
84 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 78,21278.2k $6.6m $6.6m 0.09% Added +44.9k +44,886
85 SAGESPRING WEALTH PARTNERS, LLC 0.12% of their portfolio FRANKLIN, TN 76,00976.0k $6.4m $6.4m 0.12% Added +73.1k +73,117
86 Aurdan Capital Management, LLC 1.93% of their portfolio Wayne, PA 75,91975.9k $6.4m $6.4m 1.93% Added +9.5k +9,453
87 WCG Wealth Advisors LLC 0.18% of their portfolio LAS VEGAS, NV 74,85474.9k $6.3m $6.3m 0.18% Reduced -2.5k -2,508
88 MGO ONE SEVEN LLC 0.13% of their portfolio Beachwood, OH 74,16474.2k $6.3m $6.3m 0.13% Added +1.0k +1,020
89 Perigon Wealth Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 68,52368.5k $5.8m $5.8m 0.11% Reduced -585 -585
90 Founders Financial Alliance, LLC 1.03% of their portfolio RALEIGH, NC 67,44067.4k $5.7m $5.7m 1.03% Added +3.0k +3,042
91 Formidable Asset Management, LLC 0.96% of their portfolio CINCINNATI, OH 66,74966.7k $6.2m $6.2m 0.96% Added +2.8k +2,796
92 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 64,98465.0k $5.5m $5.5m 0.01% Reduced -48.8k -48,843
93 YARGER WEALTH STRATEGIES, LLC 2.21% of their portfolio WESTERVILLE, OH 64,52164.5k $5.5m $5.5m 2.21% Reduced -4.7k -4,663
94 CreativeOne Wealth, LLC 0.13% of their portfolio OVERLAND PARK, KS 64,02364.0k $5.4m $5.4m 0.13% Reduced -7.6k -7,609
95 Modern Wealth Management, LLC 0.09% of their portfolio KANSAS CITY, MO 63,75063.8k $5.4m $5.4m 0.09% Added +3.2k +3,159
96 Visionary Wealth Advisors 0.23% of their portfolio O'FALLON, IL 61,68661.7k $5.2m $5.2m 0.23% Reduced -2.6k -2,587
97 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 59,86059.9k $5.1m $5.1m 0.02% Reduced -61.0k -61,038
98 Echo Wealth Management, LLC 2.76% of their portfolio PLYMOUTH, MN 56,69456.7k $4.8m $4.8m 2.76% Reduced -10.3k -10,283
99 Argent Trust Co 0.16% of their portfolio NASHVILLE, TN 56,20256.2k $4.8m $4.8m 0.16% Reduced -375 -375
100 IHT Wealth Management, LLC 0.11% of their portfolio Chicago, IL 56,07256.1k $4.7m $4.7m 0.11% Added +19.2k +19,225