Vault-13

J P MORGAN EXCHANGE TRADED F JBND

ACTIVE BOND ETF · ETP · CUSIP 46654Q716

326 institutional holders +16 vs Q1 2026
133,397,481133.4m shares reported held*
$7.1bnreported value*
45 new 193 added 70 reduced 26 sold out net bought ≈ $1.1bn (+20.4m 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 ($23.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.48.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q4 23: 15Q1 24: 31Q2 24: 52Q3 24: 74Q4 24: 117Q1 25: 141Q2 25: 175Q3 25: 213Q4 25: 274Q1 26: 310Q2 26: 326326Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202315
Q1 202431
Q2 202452
Q3 202474
Q4 2024117
Q1 2025141
Q2 2025175
Q3 2025213
Q4 2025274
Q1 2026310
Q2 2026326

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 65 bought or addedQ3 24: 7 cut or sold outQ4 24: 96 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 40 cut or sold outQ2 25: 130 bought or addedQ2 25: 45 cut or sold outQ2 25Q3 25: 167 bought or addedQ3 25: 38 cut or sold outQ4 25: 217 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 240 bought or addedQ1 26: 64 cut or sold outQ2 26: 238 bought or addedQ2 26: 96 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024657
Q4 20249616
Q1 20259840
Q2 202513045
Q3 202516738
Q4 202521741
Q1 202624064
Q2 202623896

Biggest buyers

LPL Financial LLC Added +3,958,788+4.0m
Allworth Financial LP Added +2,971,765+3.0m
AMERIPRISE FINANCIAL INC Added +2,043,982+2.0m
Cetera Investment Advisers Added +1,494,333+1.5m
ENVESTNET ASSET MANAGEMENT INC Added +1,418,178+1.4m
Northwest Financial Advisors Added +1,306,896+1.3m
Cambridge Investment Research Advisors, Inc. Added +1,244,966+1.2m
JPMORGAN CHASE & CO Added +1,140,583+1.1m
Janney Montgomery Scott LLC Added +940,160+940.2k
CAPTRUST FINANCIAL ADVISORS Added +936,066+936.1k

Biggest sellers

Independent Advisor Alliance Sold out -1,429,253-1.4m
Diversified Portfolios, Inc. Reduced -403,430-403.4k
PEAK FINANCIAL ADVISORS LLC Sold out -259,406-259.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -254,314-254.3k
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC Sold out -253,549-253.5k
CREATIVE FINANCIAL DESIGNS INC /ADV Sold out -233,471-233.5k
VestGen Advisors, LLC Reduced -180,962-181.0k
Mariner, LLC Reduced -105,776-105.8k
Focus Financial Network, Inc. Sold out -88,993-89.0k
RFG Advisory, LLC Sold out -81,672-81.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.25% of their portfolio FORT MILL, SC 20,847,58520.8m $1.1bn $1.1bn 0.25% Added +4.0m +3,958,788
2 Allworth Financial LP 2.07% of their portfolio FOLSOM, CA 9,101,6729.1m $486.9m $486.9m 2.07% Added +3.0m +2,971,765
3 AMERIPRISE FINANCIAL INC 0.09% of their portfolio MINNEAPOLIS, MN 7,852,7797.9m $420.1m $420.1m 0.09% Added +2.0m +2,043,982
4 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 6,946,4766.9m $373.4m $373.4m 0.02% Added +1.1m +1,140,583
5 CAPTRUST FINANCIAL ADVISORS 0.50% of their portfolio RALEIGH, NC 6,077,2206.1m $325.1m $325.1m 0.50% Added +936.1k +936,066
6 Cetera Investment Advisers 0.26% of their portfolio SCHAUMBURG, IL 5,328,5685.3m $285.1m $285.1m 0.26% Added +1.5m +1,494,333
7 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 5,099,3815.1m $272.8m $272.8m 0.06% Added +1.4m +1,418,178
8 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 4,453,1214.5m $238.2m $238.2m 0.02% Added +230.0k +229,973
9 Private Advisor Group, LLC 0.95% of their portfolio MORRISTOWN, NJ 3,894,5463.9m $208.4m $208.4m 0.95% Added +339.2k +339,244
10 Janney Montgomery Scott LLC 0.32% of their portfolio PHILADELPHIA, PA 3,109,7883.1m $166.4m $166.4m 0.32% Added +940.2k +940,160
11 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,768,5702.8m $148.1m $148.1m 0.03% Added +324.8k +324,815
12 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 2,724,2502.7m $145.7m $145.7m 0.04% Added +215.8k +215,840
13 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 1,871,9841.9m $100.2m $100.2m 0.11% Added +1.2m +1,244,966
14 Summit Financial, LLC 1.03% of their portfolio PARSIPPANY, NJ 1,753,7661.8m $93.8m $93.8m 1.03% Added +90.3k +90,281
15 Bridgewater Advisors Inc. 4.94% of their portfolio NEW YORK, NY 1,722,6431.7m $90.6m $90.6m 4.94% Added +100.4k +100,385
16 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,665,7341.7m $89.4m $89.4m 0.04% Added +393.6k +393,566
17 Diversified Portfolios, Inc. 6.15% of their portfolio Bloomfield Hills, MI 1,583,9481.6m $84.7m $84.7m 6.15% Reduced -403.4k -403,430
18 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 1,502,7291.5m $80.4m $80.4m 0.16% Added +247.8k +247,756
19 Vestmark Advisory Solutions, Inc. 0.75% of their portfolio Wakefield, MA 1,496,9551.5m $80.1m $80.1m 0.75% Reduced -109 -109
20 BALDWIN WEALTH PARTNERS LLC/MA 5.14% of their portfolio Marion, MA 1,470,0971.5m $78.7m $78.7m 5.14% Added +865 +865
21 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,446,5881.4m $77.4m $77.4m 0.01% Added +105.9k +105,913
22 Berger Financial Group, Inc 3.92% of their portfolio PLYMOUTH, MN 1,431,8111.4m $76.6m $76.6m 3.92% Reduced -11.9k -11,944
23 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 1,323,1321.3m $70.8m $70.8m 0.09% Reduced -254.3k -254,314
24 Northwest Financial Advisors 9.38% of their portfolio HERNDON, VA 1,318,2291.3m $70.5m $70.5m 9.38% Added +1.3m +1,306,896
25 IAG Wealth Partners, LLC 5.90% of their portfolio WAUKESHA, WI 1,114,6491.1m $59.6m $59.6m 5.90% Added +5.1k +5,106
26 StoneX Group Inc. 2.23% of their portfolio NEW YORK, NY 1,032,9081.0m $55.3m $55.3m 2.23% Added +225.6k +225,612
27 LVZ, Inc. 5.24% of their portfolio Holland, MI 964,908964.9k $51.6m $51.6m 5.24% Reduced -2.1k -2,112
28 Peterson Wealth Advisors, LLC 5.88% of their portfolio Orem, UT 930,053930.1k $49.8m $49.8m 5.88% Added +36.5k +36,502
29 Larson Financial Group LLC 1.23% of their portfolio ST LOUIS, MO 872,511872.5k $46.7m $46.7m 1.23% Added +147.9k +147,933
30 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 811,131811.1k $43.4m $43.4m 0.05% Added +347.5k +347,510
31 Essex LLC 6.48% of their portfolio DEER PARK, IL 798,166798.2k $42.7m $42.7m 6.48% Added +127.8k +127,845
32 Dynasty Wealth Management, LLC 0.30% of their portfolio ST. PETERSBURG, FL 755,090755.1k $40.4m $40.4m 0.30% Added +78.0k +77,994
33 Intrua Financial, LLC 3.76% of their portfolio Houston, TX 742,478742.5k $39.7m $39.7m 3.76% Added +13.1k +13,127
34 Arlington Financial Advisors, LLC 4.89% of their portfolio SANTA BARBARA, CA 719,463719.5k $38.5m $38.5m 4.89% Added +19.9k +19,946
35 Lifelong Wealth Advisors, Inc. 8.81% of their portfolio Arden Hills, MN 699,070699.1k $37.4m $37.4m 8.81% Added +29.8k +29,780
36 UBS Group AG 0.01% of their portfolio ZURICH, V8 673,309673.3k $36.0m $36.0m 0.01% Added +94.9k +94,947
37 Pallas Capital Advisors LLC 1.10% of their portfolio BRAINTREE, MA 669,152669.2k $35.8m $35.8m 1.10% Added +42.9k +42,910
38 Spire Wealth Management 1.02% of their portfolio MCLEAN, VA 633,749633.7k $33.9m $33.9m 1.02% Reduced -17.3k -17,259
39 HARBOUR INVESTMENTS, INC. 0.43% of their portfolio MADISON, WI 595,638595.6k $31.9m $31.9m 0.43% Reduced -10.6k -10,615
40 NewEdge Wealth, LLC 0.31% of their portfolio STAMFORD, CT 568,422568.4k $30.4m $30.4m 0.31% Reduced -8.9k -8,936
41 CGC Financial Services, LLC 6.69% of their portfolio LAKE OSWEGO, OR 555,625555.6k $29.7m $29.7m 6.69% Added +15.7k +15,749
42 D.A. DAVIDSON & CO. 0.16% of their portfolio GREAT FALLS, MT 553,389553.4k $29.6m $29.6m 0.16% Added +15.1k +15,138
43 FMR LLC 0.00% of their portfolio BOSTON, MA 539,886539.9k $28.9m $28.9m 0.00% Added +895 +895
44 OpenArc Corporate Advisory, LLC 0.32% of their portfolio ATLANTA, GA 508,429508.4k $27.2m $27.2m 0.32% Added +78.9k +78,899
45 MEANS INVESTMENT CO., INC. 1.91% of their portfolio BANGOR, ME 473,636473.6k $25.3m $25.3m 1.91% Added +41.7k +41,749
46 EP Wealth Advisors, LLC 0.08% of their portfolio TORRANCE, CA 393,303393.3k $21.0m $21.0m 0.08% New
47 Global Retirement Partners, LLC 0.32% of their portfolio San Rafael, CA 389,817389.8k $20.9m $20.9m 0.32% First filing
48 KWB Wealth 1.78% of their portfolio REDLANDS, CA 388,588388.6k $20.8m $20.8m 1.78% Added +116.2k +116,238
49 Mariner, LLC 0.02% of their portfolio Overland Park, KS 377,534377.5k $20.2m $20.2m 0.02% Reduced -105.8k -105,776
50 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 368,634368.6k $19.7m $19.7m 0.10% Added +129.9k +129,919
51 Pine Valley Investments Ltd Liability Co 0.83% of their portfolio MARLTON, NJ 362,470362.5k $19.4m $19.4m 0.83% Added +22.6k +22,566
52 Vawter Financial, Ltd. 7.26% of their portfolio COLUMBUS, OH 360,261360.3k $19.3m $19.3m 7.26% Added +15.7k +15,684
53 AdvisorNet Financial, Inc 0.88% of their portfolio MINNETONKA, MN 358,635358.6k $19.2m $19.2m 0.88% Added +228.1k +228,064
54 Capital Investment Advisory Services, LLC 1.17% of their portfolio RALEIGH, NC 355,627355.6k $19.0m $19.0m 1.17% Reduced -25.2k -25,220
55 Royal Harbor Partners, LLC 5.89% of their portfolio HOUSTON, TX 355,465355.5k $19.0m $19.0m 5.89% Added +37.6k +37,634
56 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 352,993353.0k $18.9m $18.9m 0.00% Unchanged
57 Ocean Park Asset Management, LLC 0.91% of their portfolio SANTA MONICA, CA 351,700351.7k $18.8m $18.8m 0.91% Unchanged
58 SAGESPRING WEALTH PARTNERS, LLC 0.29% of their portfolio FRANKLIN, TN 349,709349.7k $18.7m $18.7m 0.29% Added +5.2k +5,248
59 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 346,499346.5k $18.5m $18.5m 0.02% Added +16.5k +16,474
60 SMITHBRIDGE ASSET MANAGEMENT INC/DE 2.49% of their portfolio Chadds Ford, PA 342,235342.2k $18.3m $18.3m 2.49% Added +14.2k +14,198
61 Choice Wealth Advisors LLC 6.40% of their portfolio WATERVILLE, ME 341,073341.1k $18.2m $18.2m 6.40% Added +13.2k +13,152
62 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 332,801332.8k $17.8m $17.8m 0.05% Added +31.4k +31,448
63 KESTRA PRIVATE WEALTH SERVICES, LLC 0.19% of their portfolio AUSTIN, TX 327,524327.5k $17.5m $17.5m 0.19% Added +9.0k +9,039
64 Eldridge Investment Advisors, Inc. 3.42% of their portfolio MANCHESTER, NH 322,418322.4k $17.2m $17.2m 3.42% Added +24.6k +24,593
65 Clear Trail Advisors, LLC 2.47% of their portfolio HOUSTON, TX 302,710302.7k $16.2m $16.2m 2.47% Added +28.6k +28,632
66 Echo Wealth Management, LLC 7.95% of their portfolio PLYMOUTH, MN 291,117291.1k $15.6m $15.6m 7.95% Added +22.1k +22,113
67 CGN Advisors LLC 1.13% of their portfolio MANHATTAN, KS 290,493290.5k $15.5m $15.5m 1.13% Reduced -2.3k -2,306
68 Pinnacle Wealth Management, LLC 9.46% of their portfolio ROSEVILLE, CA 285,453285.5k $15.3m $15.3m 9.46% Added +115 +115
69 WBH ADVISORY INC 1.02% of their portfolio BALTIMORE, MD 284,435284.4k $15.2m $15.2m 1.02% Added +33.0k +32,976
70 Independence Asset Advisors, LLC 3.89% of their portfolio WYNNEWOOD,, PA 279,411279.4k $14.9m $14.9m 3.89% Added +21 +21
71 Equitable Holdings, Inc. 0.09% of their portfolio NEW YORK, NY 269,003269.0k $14.4m $14.4m 0.09% Added +18.1k +18,110
72 Savvy Advisors, Inc. 0.29% of their portfolio NEW YORK, NY 256,492256.5k $13.7m $13.7m 0.29% Added +40.9k +40,946
73 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 254,893254.9k $13.6m $13.6m 0.09% Added +98.4k +98,446
74 Capital Advisors Wealth Management, LLC 1.48% of their portfolio YAKIMA, WA 235,617235.6k $12.6m $12.6m 1.48% Added +7.8k +7,770
75 Argo Wealth Advisory, LLC 6.83% of their portfolio MCLEAN, VA 231,442231.4k $12.4m $12.4m 6.83% Added +2.9k +2,866
76 Cobblestone Asset Management LLC 5.14% of their portfolio RICHMOND, VA 230,251230.3k $12.3m $12.3m 5.14% Added +52.4k +52,393
77 OLD MISSION CAPITAL LLC 0.31% of their portfolio CHICAGO, IL 226,768226.8k $12.1m $12.1m 0.31% New
78 RIVERSEDGE ADVISORS, LLC 1.59% of their portfolio Wilmington, DE 223,369223.4k $12.0m $12.0m 1.59% Added +1.9k +1,935
79 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 222,797222.8k $11.9m $11.9m 0.05% Added +3.4k +3,437
80 Per Stirling Capital Management, LLC. 1.10% of their portfolio AUSTIN, TX 215,218215.2k $11.5m $11.5m 1.10% New
81 Ruggaard & Associates LLC 4.10% of their portfolio HUDSON, OH 213,405213.4k $11.4m $11.4m 4.10% Added +4.4k +4,385
82 Citizens Business Bank 1.66% of their portfolio ONTARIO, CA 206,667206.7k $11.1m $11.1m 1.66% Reduced -7.6k -7,588
83 AXXCESS WEALTH MANAGEMENT, LLC 0.17% of their portfolio CARLSBAD, CA 205,486205.5k $11.0m $11.0m 0.17% Reduced -22.7k -22,682
84 Simplicity Wealth,LLC 0.35% of their portfolio SUMMIT, NJ 195,021195.0k $10.4m $10.4m 0.35% Added +188.5k +188,505
85 MAGNOLIA CAPITAL ADVISORS LLC 1.65% of their portfolio RIDGELAND, MS 179,599179.6k $9.6m $9.6m 1.65% Added +54.0k +53,961
86 AGH Wealth Advisors, LLC 5.99% of their portfolio Wichita, KS 177,406177.4k $9.5m $9.5m 5.99% Added +11.6k +11,574
87 GREAT VALLEY ADVISOR GROUP, INC. 0.15% of their portfolio WILMINGTON, DE 177,390177.4k $9.5m $9.5m 0.15% Added +29.9k +29,880
88 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 174,806174.8k $9.4m $9.4m 0.01% Added +46.6k +46,621
89 Financial Planning Navigators CORP 3.49% of their portfolio MAPLE GROVE, MN 174,507174.5k $9.3m $9.3m 3.49% Added +16.6k +16,570
90 Farther Finance Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 173,533173.5k $9.3m $9.3m 0.07% Added +64.3k +64,323
91 ROSENBLUM SILVERMAN SUTTON S F INC /CA 2.21% of their portfolio SAN FRANCISCO, CA 172,210172.2k $9.2m $9.2m 2.21% Added +705 +705
92 CreativeOne Wealth, LLC 0.20% of their portfolio OVERLAND PARK, KS 172,124172.1k $9.2m $9.2m 0.20% Added +14.4k +14,359
93 Essex Financial Services, Inc. 0.44% of their portfolio ESSEX, CT 164,667164.7k $8.8m $8.8m 0.44% Reduced -5.7k -5,716
94 Prospera Financial Services Inc 0.12% of their portfolio Dallas, TX 156,403156.4k $8.4m $8.4m 0.12% Added +18.0k +17,983
95 Guided Capital Wealth Management, LLC 4.88% of their portfolio HOUSTON, TX 156,105156.1k $8.4m $8.4m 4.88% Reduced -6.3k -6,266
96 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 151,955152.0k $8.1m $8.1m 0.01% Added +16.0k +16,007
97 MGO ONE SEVEN LLC 0.13% of their portfolio Beachwood, OH 150,699150.7k $8.1m $8.1m 0.13% Added +649 +649
98 IHT Wealth Management, LLC 0.17% of their portfolio Chicago, IL 149,198149.2k $8.0m $8.0m 0.17% Added +19.9k +19,891
99 Centurion Wealth Management LLC 1.87% of their portfolio Mclean, VA 145,927145.9k $7.8m $7.8m 1.87% Reduced -33.5k -33,479
100 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 145,623145.6k $7.8m $7.8m 0.01% Added +10.0k +9,976