Vault-13

J P MORGAN EXCHANGE TRADED F JFLI

FLEXIBLE INCOME · ETP · CUSIP 46654Q641

19 institutional holders -2 vs Q1 2026
637,578637.6k shares reported held*
$34.6mreported value*
3 new 9 added 4 reduced 5 sold out net bought ≈ $476.6k (+8.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $54.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 25: 4Q2 25: 4Q3 25: 3Q4 25: 11Q1 26: 21Q2 26: 1919Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 20254
Q2 20254
Q3 20253
Q4 202511
Q1 202621
Q2 202619

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 25: 1 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 9 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 17 bought or addedQ1 26: 4 cut or sold outQ1 26Q2 26: 12 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202512
Q3 202521
Q4 202593
Q1 2026174
Q2 2026129

Biggest buyers

Farther Finance Advisors, LLC New +21,835+21.8k
JANE STREET GROUP, LLC Added +7,997+8.0k
Integrated Wealth Concepts LLC Added +7,479+7.5k
Advisory Alpha, LLC Added +4,505+4.5k
Sequent Planning LLC New +4,049+4.0k
Cambridge Investment Research Advisors, Inc. Added +4,033+4.0k
Revisor Wealth Management LLC New +3,742+3.7k
CITADEL ADVISORS LLC Added +1,955+2.0k
5T Wealth, LLC Added +1,829+1.8k
SBI Securities Co., Ltd. Added +212+212

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -23,438-23.4k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Sold out -20,918-20.9k
JPMORGAN CHASE & CO Reduced -3,257-3.3k
ASSETMARK, INC Reduced -959-959
Ameritas Advisory Services, LLC Sold out -311-311
AE Wealth Management LLC Sold out -100-100
RDA Financial Network Reduced -98-98
UBS Group AG Sold out -2-2
WELLS FARGO & COMPANY/MN Reduced -1-1

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 380,510380.5k $20.6m $20.6m 0.00% Reduced -3.3k -3,257
2 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 83,84283.8k $4.6m $4.6m 0.01% Reduced -959 -959
3 5T Wealth, LLC 0.82% of their portfolio Napa, CA 40,34540.3k $2.2m $2.2m 0.82% Added +1.8k +1,829
4 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 39,43239.4k $2.1m $2.1m 0.00% Added +2.0k +1,955
5 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 22,11622.1k $1.2m $1.2m 0.01% Added +7.5k +7,479
6 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 21,83521.8k $1.2m $1.2m 0.01% New
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,00215.0k $816.6k $816.6k 0.00% Added +8.0k +7,997
8 Advisory Alpha, LLC 0.01% of their portfolio HOLLAND, MI 10,20510.2k $555.5k $555.5k 0.01% Added +4.5k +4,505
9 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,3668.4k $456.0k $456.0k 0.00% Added +4.0k +4,033
10 Sequent Planning LLC 0.05% of their portfolio OMAHA, NE 4,0494.0k $220.4k $220.4k 0.05% New
11 RDA Financial Network 0.05% of their portfolio AKRON, IA 3,9764.0k $216.4k $216.4k 0.05% Reduced -98 -98
12 Revisor Wealth Management LLC 0.05% of their portfolio AKRON, OH 3,7423.7k $203.7k $203.7k 0.05% New
13 3Chopt Investment Partners, LLC 0.02% of their portfolio RICHMOND, VA 2,4092.4k $131.1k $131.1k 0.02% Added +191 +191
14 LGT Financial Advisors LLC 0.13% of their portfolio DALLAS, TX 457457 $24.9k $24.9k 0.13% Unchanged
15 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 450450 $24.5k $24.5k 0.00% Added +212 +212
16 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 375375 $20.4k $20.4k 0.00% First filing
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 329329 $17.9k $17.9k 0.00% Added +12 +12
18 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 138138 $7.5k $7.5k 0.00% Unchanged
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $19 $19 0.00% Reduced -1 -1