Vault-13

J P MORGAN EXCHANGE TRADED F JGRO

ACTIVE GROWTH · ETP · CUSIP 46654Q609

370 institutional holders +18 vs Q1 2026
73,477,12473.5m shares reported held*
$7.2bnreported value*
34 new 157 added 125 reduced 20 sold out net bought ≈ $250.9m (+2.5m 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 ($31.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $98.00.

Trends to Q2 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: 352Q2 26: 370370Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026370

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 135 bought or addedQ3 24: 49 cut or sold outQ4 24: 160 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 196 bought or addedQ1 25: 53 cut or sold outQ2 25: 204 bought or addedQ2 25: 74 cut or sold outQ2 25Q3 25: 184 bought or addedQ3 25: 90 cut or sold outQ4 25: 229 bought or addedQ4 25: 77 cut or sold outQ4 25Q1 26: 210 bought or addedQ1 26: 130 cut or sold outQ2 26: 191 bought or addedQ2 26: 145 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202413549
Q4 202416046
Q1 202519653
Q2 202520474
Q3 202518490
Q4 202522977
Q1 2026210130
Q2 2026191145

Biggest buyers

Northwest Financial Advisors Added +985,604+985.6k
RAYMOND JAMES FINANCIAL INC Added +729,211+729.2k
Private Advisor Group, LLC Added +615,515+615.5k
LPL Financial LLC Added +577,640+577.6k
JONES FINANCIAL COMPANIES LLLP Added +453,502+453.5k
Integrated Wealth Concepts LLC Added +369,565+369.6k
KINTRA WEALTH, LLC Added +299,651+299.7k
BANK OF AMERICA CORP /DE/ Added +274,058+274.1k
WELLS FARGO & COMPANY/MN Added +212,666+212.7k
OSAIC HOLDINGS, INC. Added +201,424+201.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,266,394-1.3m
AMERIPRISE FINANCIAL INC Reduced -646,447-646.4k
CARY STREET PARTNERS FINANCIAL LLC Reduced -323,480-323.5k
Janney Montgomery Scott LLC Reduced -287,860-287.9k
Mariner, LLC Reduced -272,481-272.5k
Arkadios Wealth Advisors Reduced -190,052-190.1k
Avior Wealth Management, LLC Reduced -104,169-104.2k
DAYMARK WEALTH PARTNERS, LLC Reduced -81,716-81.7k
Aprio Wealth Management, LLC Reduced -68,402-68.4k
Welch Financial Planning, LLC Reduced -55,015-55.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.07% of their portfolio NEW YORK, NY 11,862,54511.9m $1.1bn $1.1bn 0.07% Reduced -1.3m -1,266,394
2 LPL Financial LLC 0.17% of their portfolio FORT MILL, SC 7,879,6337.9m $776.9m $776.9m 0.17% Added +577.6k +577,640
3 CAPTRUST FINANCIAL ADVISORS 0.66% of their portfolio RALEIGH, NC 4,399,1094.4m $433.7m $433.7m 0.66% Added +106.3k +106,266
4 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 4,055,0254.1m $399.8m $399.8m 0.11% Added +729.2k +729,211
5 AMERIPRISE FINANCIAL INC 0.08% of their portfolio MINNEAPOLIS, MN 4,022,1274.0m $396.6m $396.6m 0.08% Reduced -646.4k -646,447
6 JONES FINANCIAL COMPANIES LLLP 0.13% of their portfolio DES PERES, MO 3,383,7453.4m $318.2m $318.2m 0.13% Added +453.5k +453,502
7 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 2,505,6342.5m $247.0m $247.0m 0.02% Added +274.1k +274,058
8 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 1,715,6151.7m $169.1m $169.1m 0.21% Added +146.3k +146,313
9 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,354,1761.4m $133.5m $133.5m 0.02% Added +87.7k +87,671
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,353,9141.4m $133.5m $133.5m 0.02% Added +5.4k +5,384
11 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 1,294,2761.3m $127.6m $127.6m 0.12% Added +98.1k +98,070
12 Janney Montgomery Scott LLC 0.24% of their portfolio PHILADELPHIA, PA 1,270,5161.3m $125.3m $125.3m 0.24% Reduced -287.9k -287,860
13 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,190,3631.2m $117.4m $117.4m 0.03% Reduced -44.1k -44,079
14 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 1,122,3781.1m $110.7m $110.7m 0.02% Added +212.7k +212,666
15 Private Advisor Group, LLC 0.49% of their portfolio MORRISTOWN, NJ 1,095,1081.1m $108.0m $108.0m 0.49% Added +615.5k +615,515
16 Northwest Financial Advisors 13.00% of their portfolio HERNDON, VA 991,333991.3k $97.7m $97.7m 13.00% Added +985.6k +985,604
17 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 923,634923.6k $91.1m $91.1m 0.11% Added +201.4k +201,424
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% of their portfolio PLYMOUTH, MN 867,409867.4k $79.5m $79.5m 0.13% Added +54.2k +54,236
19 Integrated Wealth Concepts LLC 0.35% of their portfolio WALTHAM, MA 727,558727.6k $71.7m $71.7m 0.35% Added +369.6k +369,565
20 Goldstein Advisors, LLC 6.31% of their portfolio Madison, WI 700,355700.4k $69.0m $69.0m 6.31% Added +22.0k +21,965
21 Avior Wealth Management, LLC 1.79% of their portfolio OMAHA, NE 688,966689.0k $67.9m $67.9m 1.79% Reduced -104.2k -104,169
22 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 680,124680.1k $67.1m $67.1m 0.07% Added +10.7k +10,718
23 American Trust 4.68% of their portfolio LEXINGTON, KY 616,315616.3k $60.8m $60.8m 4.68% Added +12.3k +12,283
24 GGM Financial LLC 22.81% of their portfolio COLUMBUS, OH 610,144610.1k $60.2m $60.2m 22.81% Added +9.0k +8,983
25 GREAT VALLEY ADVISOR GROUP, INC. 0.90% of their portfolio WILMINGTON, DE 578,497578.5k $57.0m $57.0m 0.90% Added +28.1k +28,068
26 Provenance Wealth Advisors, LLC 5.26% of their portfolio FORT LAUDERDALE, FL 559,494559.5k $55.2m $55.2m 5.26% Added +627 +627
27 AlphaCore Capital LLC 0.99% of their portfolio LA JOLLA, CA 541,589541.6k $53.4m $53.4m 0.99% Added +101.9k +101,949
28 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 532,643532.6k $52.5m $52.5m 0.04% Added +10.6k +10,645
29 Vestmark Advisory Solutions, Inc. 0.49% of their portfolio Wakefield, MA 523,837523.8k $51.6m $51.6m 0.49% Reduced -52 -52
30 STEPH & CO 13.04% of their portfolio MARINETTE, WI 522,553522.6k $51.5m $51.5m 13.04% Added +4.6k +4,606
31 Stratos Wealth Partners, LTD. 0.46% of their portfolio BEACHWOOD, OH 467,890467.9k $46.1m $46.1m 0.46% Added +8.9k +8,902
32 Berman McAleer LLC 5.22% of their portfolio TIMONIUM, MD 457,566457.6k $45.1m $45.1m 5.22% Added +4.3k +4,290
33 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 437,258437.3k $43.1m $43.1m 0.01% Added +28.7k +28,694
34 FMR LLC 0.00% of their portfolio BOSTON, MA 420,635420.6k $41.5m $41.5m 0.00% Added +31.0k +31,030
35 Trust Co 3.74% of their portfolio MANHATTAN, KS 420,100420.1k $41.4m $41.4m 3.74% Reduced -1.8k -1,766
36 HUB Investment Partners, LLC 0.74% of their portfolio AUSTIN, TX 411,446411.4k $40.6m $40.6m 0.74% Added +7.0k +6,993
37 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 369,468369.5k $36.4m $36.4m 0.03% Added +34 +34
38 Frontier Asset Management, LLC 6.46% of their portfolio SHERIDAN, WY 365,563365.6k $36.0m $36.0m 6.46% Added +8.3k +8,311
39 DAYMARK WEALTH PARTNERS, LLC 0.88% of their portfolio CINCINNATI, OH 364,062364.1k $35.9m $35.9m 0.88% Reduced -81.7k -81,716
40 KINTRA WEALTH, LLC 1.66% of their portfolio WILLIAMSPORT, PA 327,929327.9k $31.8m $31.8m 1.66% Added +299.7k +299,651
41 Advantage Trust Co 9.94% of their portfolio SALINA, KS 286,527286.5k $28.2m $28.2m 9.94% Added +918 +918
42 Sequoia Financial Advisors, LLC 0.14% of their portfolio Akron, OH 278,090278.1k $27.4m $27.4m 0.14% Reduced -29.8k -29,846
43 WealthPlan Investment Management, LLC 1.30% of their portfolio OMAHA, NE 265,976266.0k $26.2m $26.2m 1.30% Added +22.5k +22,454
44 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 258,950258.9k $25.5m $25.5m 0.05% Reduced -4.1k -4,121
45 Aprio Wealth Management, LLC 1.26% of their portfolio ATLANTA, GA 258,205258.2k $25.5m $25.5m 1.26% Reduced -68.4k -68,402
46 Crumly & Associates Inc. 4.69% of their portfolio SPRINGFIELD, IL 248,565248.6k $24.5m $24.5m 4.69% Reduced -5.2k -5,214
47 ORRSTOWN FINANCIAL SERVICES INC 3.54% of their portfolio HARRISBURG, PA 242,047242.0k $23.9m $23.9m 3.54% Added +7.1k +7,055
48 Allegheny Financial Group 2.38% of their portfolio Pittsburgh, PA 227,274227.3k $22.4m $22.4m 2.38% Added +55.0k +55,047
49 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 223,203223.2k $22.0m $22.0m 0.01% Added +7.6k +7,557
50 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 214,888214.9k $21.2m $21.2m 0.03% Added +14.4k +14,387
51 Arlington Financial Advisors, LLC 2.67% of their portfolio SANTA BARBARA, CA 213,622213.6k $21.1m $21.1m 2.67% Added +2.0k +2,012
52 Wagner Wealth Management, LLC 3.80% of their portfolio GREENVILLE, SC 208,278208.3k $20.5m $20.5m 3.80% Added +13.3k +13,338
53 Tradition Wealth Management, LLC 1.22% of their portfolio EDINA, MN 202,549202.5k $20.0m $20.0m 1.22% Added +6.9k +6,939
54 CARY STREET PARTNERS FINANCIAL LLC 0.43% of their portfolio RICHMOND, VA 200,994201.0k $19.8m $19.8m 0.43% Reduced -323.5k -323,480
55 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 198,066198.1k $19.5m $19.5m 0.02% Added +3.6k +3,576
56 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 197,676197.7k $19.5m $19.5m 0.06% Added +1.3k +1,281
57 CORRECT CAPITAL WEALTH MANAGEMENT 3.27% of their portfolio CLAYTON, MO 192,236192.2k $19.0m $19.0m 3.27% Reduced -16.0k -15,979
58 Sprinkle Financial Consultants LLC 7.36% of their portfolio LITTLETON, CO 190,225190.2k $18.8m $18.8m 7.36% Added +8.4k +8,357
59 D.A. DAVIDSON & CO. 0.09% of their portfolio GREAT FALLS, MT 174,149174.1k $17.2m $17.2m 0.09% Reduced -9.0k -9,020
60 Resolute Wealth Strategies, LLC 6.36% of their portfolio JACKSON, MS 166,483166.5k $16.4m $16.4m 6.36% Added +5.7k +5,694
61 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 150,380150.4k $14.9m $14.9m 0.06% Added +5.3k +5,317
62 Foundry Financial Group, Inc. 6.04% of their portfolio LACONIA, NH 141,695141.7k $14.0m $14.0m 6.04% Added +5.5k +5,539
63 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 124,022124.0k $12.2m $12.2m 0.00% Unchanged
64 Venture Visionary Partners LLC 0.33% of their portfolio Sylvania, OH 118,915118.9k $11.7m $11.7m 0.33% Added +4.3k +4,252
65 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 116,502116.5k $11.5m $11.5m 0.09% Added +92.5k +92,519
66 Strategic Financial Concepts, LLC 3.36% of their portfolio SAN ANTONIO, TX 113,876113.9k $11.3m $11.3m 3.36% Added +28.5k +28,461
67 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 112,779112.8k $11.1m $11.1m 0.01% Added +32.5k +32,476
68 Greenbush Financial Group, LLC 3.20% of their portfolio ALBANY, NY 110,373110.4k $10.9m $10.9m 3.20% Added +4.7k +4,677
69 PENOBSCOT WEALTH MANAGEMENT 2.82% of their portfolio PORTLAND, ME 106,960107.0k $10.5m $10.5m 2.82% Reduced -884 -884
70 LexAurum Advisors, LLC 1.18% of their portfolio OVERLAND PARK, KS 103,517103.5k $10.2m $10.2m 1.18% Added +23.3k +23,318
71 Copper Harbor Investment Advisors, LLC 2.14% of their portfolio APPLETON, WI 102,595102.6k $10.1m $10.1m 2.14% First filing
72 Strategic Blueprint, LLC 0.50% of their portfolio ATLANTA, GA 101,930101.9k $10.0m $10.0m 0.50% Added +2.0k +2,018
73 Beaumont Financial Advisors, LLC 0.62% of their portfolio NEEDHAM, MA 98,02798.0k $9.7m $9.7m 0.62% Reduced -1.2k -1,219
74 EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio Oklahoma City, OK 93,69293.7k $9.2m $9.2m 0.05% Added +6.9k +6,878
75 MN Wealth Advisors, LLC 3.70% of their portfolio OVERLAND PARK, KS 88,13088.1k $8.7m $8.7m 3.70% Reduced -21.5k -21,455
76 Aurdan Capital Management, LLC 2.20% of their portfolio Wayne, PA 88,06388.1k $8.7m $8.7m 2.20% Added +12.1k +12,144
77 Western Wealth Management, LLC 0.28% of their portfolio GOLDEN, CO 87,99588.0k $8.7m $8.7m 0.28% Reduced -8.1k -8,148
78 Selby Wealth Management, LLC 3.05% of their portfolio EMERYVILLE, CA 87,22287.2k $8.6m $8.6m 3.05% Reduced -467 -467
79 Guided Capital Wealth Management, LLC 5.01% of their portfolio HOUSTON, TX 86,93486.9k $8.6m $8.6m 5.01% Added +460 +460
80 Kingsview Wealth Management, LLC 0.10% of their portfolio GRANTS PASS, OR 85,76185.8k $8.5m $8.5m 0.10% Added +7.5k +7,549
81 KEYVANTAGE WEALTH, LLC 3.12% of their portfolio BETHLEHEM, PA 83,69283.7k $8.3m $8.3m 3.12% Reduced -14.2k -14,226
82 SAGESPRING WEALTH PARTNERS, LLC 0.13% of their portfolio FRANKLIN, TN 83,36983.4k $8.2m $8.2m 0.13% Added +7.4k +7,360
83 Welch Financial Planning, LLC 4.78% of their portfolio BOULDER, CO 83,18683.2k $8.2m $8.2m 4.78% Reduced -55.0k -55,015
84 Perigon Wealth Management, LLC 0.12% of their portfolio SAN FRANCISCO, CA 75,00875.0k $7.4m $7.4m 0.12% Added +6.5k +6,485
85 Founders Financial Alliance, LLC 0.90% of their portfolio RALEIGH, NC 68,98869.0k $6.8m $6.8m 0.90% Added +1.5k +1,548
86 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 68,85868.9k $6.8m $6.8m 0.00% Added +62.4k +62,376
87 YARGER WEALTH STRATEGIES, LLC 2.41% of their portfolio WESTERVILLE, OH 68,40168.4k $6.6m $6.6m 2.41% Added +3.9k +3,880
88 Visionary Wealth Advisors 0.26% of their portfolio O'FALLON, IL 67,89167.9k $6.7m $6.7m 0.26% Added +6.2k +6,205
89 WCG Wealth Advisors LLC 0.16% of their portfolio LAS VEGAS, NV 67,67867.7k $6.7m $6.7m 0.16% Reduced -7.2k -7,176
90 MGO ONE SEVEN LLC 0.11% of their portfolio Beachwood, OH 67,61367.6k $6.7m $6.7m 0.11% Reduced -6.6k -6,551
91 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 66,22266.2k $6.5m $6.5m 0.08% Added +2.5k +2,472
92 POTENTIA WEALTH 2.66% of their portfolio SAN JOSE, CA 65,92265.9k $6.5m $6.5m 2.66% New
93 Merited Wealth, LLC 4.50% of their portfolio NORTH BAY VILLAGE, FL 64,58064.6k $6.4m $6.4m 4.50% Added +35.0k +34,985
94 DAVENPORT & Co LLC 0.03% of their portfolio RICHMOND, VA 64,39864.4k $6.3m $6.3m 0.03% Added +59.3k +59,260
95 Alpha Advisors, LLC/VA 4.49% of their portfolio RICHMOND, VA 60,63360.6k $6.0m $6.0m 4.49% Reduced -18.2k -18,168
96 Echo Wealth Management, LLC 3.04% of their portfolio PLYMOUTH, MN 60,40360.4k $6.0m $6.0m 3.04% Added +3.7k +3,709
97 Triad Wealth Partners, LLC 0.33% of their portfolio LAWRENCE, KS 59,31959.3k $5.5m $5.5m 0.33% Added +3.4k +3,379
98 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 57,94957.9k $5.7m $5.7m 0.02% Reduced -1.9k -1,911
99 Geneos Wealth Management Inc. 0.12% of their portfolio ENGLEWOOD, CO 57,52457.5k $5.7m $5.7m 0.12% Reduced -33.2k -33,180
100 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 56,82656.8k $5.6m $5.6m 0.06% Added +758 +758