Vault-13

J P MORGAN EXCHANGE TRADED F JUSA

US RESEARCH ENHN · ETP · CUSIP 46654Q617

39 institutional holders +36 vs Q1 2026
5,913,9325.9m shares reported held*
$396.9mreported value*
36 new 2 added 0 reduced 1 sold out net bought ≈ $377.9m (+5.6m 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 ($618.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.12.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q1 25: 3Q2 25: 3Q3 25: 2Q4 25: 3Q1 26: 3Q2 26: 3939Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20253
Q2 20253
Q3 20252
Q4 20253
Q1 20263
Q2 202639

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 25: 0 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 0 cut or sold outQ3 25Q4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 38 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202501
Q3 202520
Q4 202512
Q1 202632
Q2 2026381

Biggest buyers

LPL Financial LLC New +2,110,560+2.1m
ENVESTNET ASSET MANAGEMENT INC New +900,816+900.8k
Janney Montgomery Scott LLC New +865,901+865.9k
Cambridge Investment Research Advisors, Inc. New +766,532+766.5k
JPMORGAN CHASE & CO Added +324,862+324.9k
PARK AVENUE SECURITIES LLC New +130,243+130.2k
MML INVESTORS SERVICES, LLC New +123,390+123.4k
Colonial River Investments, LLC New +74,624+74.6k
OSAIC HOLDINGS, INC. New +34,755+34.8k
CreativeOne Wealth, LLC New +30,520+30.5k

Biggest sellers

UBS Group AG Sold out -63-63

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,110,5602.1m $141.8m $141.8m 0.03% New
2 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 900,816900.8k $60.5m $60.5m 0.01% New
3 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 865,901865.9k $58.2m $58.2m 0.11% New
4 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 766,532766.5k $51.5m $51.5m 0.06% New
5 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 594,978595.0k $39.6m $39.6m 0.00% Added +324.9k +324,862
6 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 130,243130.2k $8.7m $8.7m 0.05% New
7 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 123,390123.4k $8.3m $8.3m 0.02% New
8 Colonial River Investments, LLC 1.43% of their portfolio MIDLOTHIAN, VA 74,62474.6k $5.0m $5.0m 1.43% New
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 34,75534.8k $2.3m $2.3m 0.00% New
10 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 30,52030.5k $2.1m $2.1m 0.04% New
11 UNIQUE WEALTH, LLC 0.22% of their portfolio TAMPA, FL 28,67328.7k $1.9m $1.9m 0.22% New
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 23,04923.0k $1.5m $1.5m 0.00% Added +3.8k +3,769
13 Hopwood Nicholas Hunter 0.42% of their portfolio PLYMOUTH, MI 23,01823.0k $1.5m $1.5m 0.42% New
14 MassMutual Private Wealth & Trust, FSB 0.04% of their portfolio Windsor, CT 22,32922.3k $1.5m $1.5m 0.04% New
15 LOCKERMAN FINANCIAL GROUP, INC. 2.13% of their portfolio NEWPORT BEACH, CA 20,74920.7k $1.4m $1.4m 2.13% New
16 Wayfinding Financial, LLC 0.45% of their portfolio LYNNWOOD, WA 17,83117.8k $1.2m $1.2m 0.45% New
17 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 14,33114.3k $962.7k $962.7k 0.02% New
18 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 13,86013.9k $931.1k $931.1k 0.00% New
19 LAKE STREET PRIVATE WEALTH, LLC 0.11% of their portfolio CHICAGO, IL 13,74613.7k $923.4k $923.4k 0.11% New
20 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,07311.1k $743.8k $743.8k 0.00% New
21 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 10,86610.9k $729.9k $729.9k 0.01% New
22 Elevation Wealth Management LLC 0.50% of their portfolio EDEN PRAIRIE, MN 9,97110.0k $669.8k $669.8k 0.50% New
23 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 9,7759.8k $657.0k $657.0k 0.03% New
24 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 9,5429.5k $641.0k $641.0k 0.02% New
25 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 7,7237.7k $518.8k $518.8k 0.01% First filing
26 3Chopt Investment Partners, LLC 0.09% of their portfolio RICHMOND, VA 6,7376.7k $452.6k $452.6k 0.09% New
27 GeoWealth Management, LLC 0.01% of their portfolio CHICAGO, IL 6,6016.6k $443.4k $443.4k 0.01% New
28 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 6,2426.2k $419.3k $419.3k 0.03% New
29 FIRETHORN WEALTH PARTNERS, LLC 0.12% of their portfolio AUGUSTA, GA 5,6695.7k $380.8k $380.8k 0.12% New
30 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.08% of their portfolio RICHMOND, VA 5,5965.6k $375.9k $375.9k 0.08% New
31 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 4,9855.0k $334.8k $334.8k 0.01% New
32 Ascent Group, LLC 0.01% of their portfolio VIRGINIA BEACH, VA 4,8744.9k $327.4k $327.4k 0.01% New
33 Aegis Wealth Management, Inc. 0.19% of their portfolio Guthrie Center, IA 4,4954.5k $302.0k $302.0k 0.19% New
34 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 4,1904.2k $281.5k $281.5k 0.02% New
35 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 3,2623.3k $219.1k $219.1k 0.00% New
36 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,2621.3k $85.0k $85.0k 0.00% New
37 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 175175 $11.8k $11.8k 0.00% New
38 Cordgrass Capital Advisors, LLC 0.00% of their portfolio RALEIGH, NC 137137 $9.2k $9.2k 0.00% New
39 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 6161 $4.1k $4.1k 0.00% New