Vault-13

J P MORGAN EXCHANGE TRADED F JADE

ACTIVE DEVELOPIN · ETP · CUSIP 46654Q690

14 institutional holders +11 vs Q3 2025
308,118308.1k shares reported held*
$19.4mreported value*
10 new 1 added 2 reduced 0 sold out net sold ≈ $11.6m (-184.3k 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 ≈ $62.87.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

051015Q2 24: 4Q3 24: 4Q4 24: 4Q1 25: 4Q2 25: 3Q3 25: 3Q4 25: 1414Q2 24Q4 24Q2 25Q4 25
Numbers
QuarterHolders
Q2 20244
Q3 20244
Q4 20244
Q1 20254
Q2 20253
Q3 20253
Q4 202514

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 1 bought or addedQ3 24: 1 cut or sold outQ3 24Q4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ1 25Q2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 11 bought or addedQ4 25: 2 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202421
Q1 202510
Q2 202502
Q3 202521
Q4 2025112

Biggest buyers

Cooper Financial Group New +11,891+11.9k
Advyzon Investment Management, LLC New +7,627+7.6k
5T Wealth, LLC New +5,576+5.6k
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors New +3,263+3.3k
Kestra Advisory Services, LLC New +1,772+1.8k
MORGAN STANLEY New +508+508
LGT Financial Advisors LLC New +106+106
UBS Group AG Added +103+103
3Chopt Investment Partners, LLC New +85+85
Farther Finance Advisors, LLC New +71+71

Biggest sellers

JPMORGAN CHASE & CO Reduced -184,147-184.1k
JANE STREET GROUP, LLC Reduced -31,261-31.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 215,853215.9k $13.6m $13.6m 0.00% Reduced -184.1k -184,147
2 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 53,55453.6k $3.4m $3.4m 0.00% Reduced -31.3k -31,261
3 Cooper Financial Group 0.08% of their portfolio IRVINE, CA 11,89111.9k $747.6k $747.6k 0.08% New
4 Advyzon Investment Management, LLC 0.06% of their portfolio LISLE, IL 7,6277.6k $479.5k $479.5k 0.06% New
5 Vantus Wealth LLC 0.35% of their portfolio LANCASTER, PA 7,6277.6k $479.5k $479.5k 0.35% First filing
6 5T Wealth, LLC 0.14% of their portfolio Napa, CA 5,5765.6k $350.6k $350.6k 0.14% New
7 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 3,2633.3k $205.1k $205.1k 0.02% New
8 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 1,7721.8k $111.4k $111.4k 0.00% New
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 508508 $31.9k $31.9k 0.00% New
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 128128 $8.0k $8.0k 0.00% Added +103 +103
11 LGT Financial Advisors LLC 0.04% of their portfolio DALLAS, TX 106106 $6.7k $6.7k 0.04% New
12 3Chopt Investment Partners, LLC 0.00% of their portfolio RICHMOND, VA 8585 $5.3k $5.3k 0.00% New
13 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 7171 $4.5k $4.5k 0.00% New
14 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5757 $3.6k $3.6k 0.00% New