Vault-13

J P MORGAN EXCHANGE TRADED F JADE

ACTIVE DEVELOPIN · ETP · CUSIP 46654Q690

24 institutional holders +4 vs Q1 2026
320,358320.4k shares reported held*
$25.5mreported value*
6 new 6 added 6 reduced 3 sold out net bought ≈ $1.3m (+15.9k 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 ($776.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q2 24: 4Q3 24: 4Q4 24: 4Q1 25: 4Q2 25: 3Q3 25: 3Q4 25: 14Q1 26: 20Q2 26: 2424Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 20244
Q3 20244
Q4 20244
Q1 20254
Q2 20253
Q3 20253
Q4 202514
Q1 202620
Q2 202624

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 outQ4 24: 2 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 0 cut or sold outQ2 25: 0 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ4 25: 11 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 16 bought or addedQ1 26: 7 cut or sold outQ2 26: 12 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202411
Q4 202421
Q1 202510
Q2 202502
Q3 202521
Q4 2025112
Q1 2026167
Q2 2026129

Biggest buyers

ROYAL BANK OF CANADA New +23,898+23.9k
ECLECTIC ASSOCIATES INC /ADV New +11,981+12.0k
Advisory Alpha, LLC Added +9,750+9.8k
CITADEL ADVISORS LLC Added +7,734+7.7k
Farther Finance Advisors, LLC New +4,554+4.6k
ENVESTNET ASSET MANAGEMENT INC New +2,786+2.8k
Cooper Financial Group Added +2,141+2.1k
Integrated Wealth Concepts LLC Added +1,406+1.4k
5T Wealth, LLC Added +197+197
UBS Group AG New +177+177

Biggest sellers

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 127,630127.6k $10.1m $10.1m 0.00% Reduced -19.0k -19,015
2 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 34,37634.4k $2.7m $2.7m 0.00% Reduced -78 -78
3 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 31,58431.6k $2.5m $2.5m 0.00% Reduced -497 -497
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 23,89823.9k $1.9m $1.9m 0.00% New
5 Advisory Alpha, LLC 0.04% of their portfolio HOLLAND, MI 18,10018.1k $1.5m $1.5m 0.04% Added +9.8k +9,750
6 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,19517.2k $1.4m $1.4m 0.00% Added +7.7k +7,734
7 Cooper Financial Group 0.10% of their portfolio IRVINE, CA 14,94814.9k $1.2m $1.2m 0.10% Added +2.1k +2,141
8 ECLECTIC ASSOCIATES INC /ADV 0.11% of their portfolio FULLERTON, CA 11,98112.0k $960.0k $960.0k 0.11% New
9 Vantus Wealth LLC 0.44% of their portfolio LANCASTER, PA 10,16910.2k $814.8k $814.8k 0.44% First filing
10 Advyzon Investment Management, LLC 0.06% of their portfolio LISLE, IL 9,6869.7k $776.1k $776.1k 0.06% Reduced -460 -460
11 5T Wealth, LLC 0.22% of their portfolio Napa, CA 7,4437.4k $596.4k $596.4k 0.22% Added +197 +197
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,5675.6k $446.1k $446.1k 0.00% Reduced -56 -56
13 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 4,6554.7k $373.0k $373.0k 0.01% Reduced -20.8k -20,805
14 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,5544.6k $364.9k $364.9k 0.00% New
15 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,4334.4k $355.2k $355.2k 0.00% Added +1.4k +1,406
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 2,7862.8k $223.2k $223.2k 0.00% New
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 400400 $32.0k $32.0k 0.00% Unchanged
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 177177 $14.2k $14.2k 0.00% New
19 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 132132 $10.6k $10.6k 0.00% First filing
20 3Chopt Investment Partners, LLC 0.00% of their portfolio RICHMOND, VA 110110 $8.8k $8.8k 0.00% Added +2 +2
21 LGT Financial Advisors LLC 0.04% of their portfolio DALLAS, TX 103103 $8.3k $8.3k 0.04% Unchanged
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 6868 $5.4k $5.4k 0.00% Unchanged
23 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 3131 $2.5k $2.5k 0.00% Unchanged
24 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 1818 $1.4k $1.4k 0.00% New