Vault-13

J P MORGAN EXCHANGE TRADED F HELO

HEDGED EQUITY LA · ETP · CUSIP 46654Q724

389 institutional holders +4 vs Q1 2026
46,820,28946.8m shares reported held*
$3.2bnreported value*
33 new 169 added 142 reduced 25 sold out net sold ≈ $79.1m (-1.1m 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 ($7.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.55.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 23: 6Q4 23: 51Q1 24: 101Q2 24: 153Q3 24: 206Q4 24: 273Q1 25: 299Q2 25: 325Q3 25: 344Q4 25: 376Q1 26: 385Q2 26: 389389Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20236
Q4 202351
Q1 2024101
Q2 2024153
Q3 2024206
Q4 2024273
Q1 2025299
Q2 2025325
Q3 2025344
Q4 2025376
Q1 2026385
Q2 2026389

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 24: 174 bought or addedQ3 24: 24 cut or sold outQ4 24: 197 bought or addedQ4 24: 44 cut or sold outQ4 24Q1 25: 224 bought or addedQ1 25: 68 cut or sold outQ2 25: 198 bought or addedQ2 25: 120 cut or sold outQ2 25Q3 25: 218 bought or addedQ3 25: 119 cut or sold outQ4 25: 197 bought or addedQ4 25: 141 cut or sold outQ4 25Q1 26: 224 bought or addedQ1 26: 136 cut or sold outQ2 26: 202 bought or addedQ2 26: 167 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202417424
Q4 202419744
Q1 202522468
Q2 2025198120
Q3 2025218119
Q4 2025197141
Q1 2026224136
Q2 2026202167

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +571,702+571.7k
Forvis Mazars Wealth Advisors, LLC Added +432,788+432.8k
Joseph Group Capital Management New +307,601+307.6k
AMERIPRISE FINANCIAL INC Added +246,372+246.4k
Bluespring Wealth Management, LLC New +185,879+185.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +162,128+162.1k
LPL Financial LLC Added +156,242+156.2k
Private Advisor Group, LLC Added +150,308+150.3k
PINNACLE ASSOCIATES LTD Added +142,540+142.5k
Bank of New York Mellon Corp Added +130,624+130.6k

Biggest sellers

Legacy Financial Group LLC Reduced -854,893-854.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -836,682-836.7k
OSAIC HOLDINGS, INC. Reduced -769,640-769.6k
CGC Financial Services, LLC Reduced -425,098-425.1k
Mariner, LLC Sold out -329,299-329.3k
Triad Wealth Partners, LLC Reduced -276,064-276.1k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -177,377-177.4k
AVAII WEALTH MANAGEMENT, LLC Reduced -120,779-120.8k
Taylor Securities Services, Inc. Reduced -90,013-90.0k
BANK OF AMERICA CORP /DE/ Reduced -89,531-89.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Forvis Mazars Wealth Advisors, LLC 13G · institution new · filed 2026-08-11 5.8% new 3.3m≈ $225.7m 2026-08-11

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,615,1953.6m $244.3m $244.3m 0.05% Added +156.2k +156,242
2 Forvis Mazars Wealth Advisors, LLC 3.75% of their portfolio Springfield, MO 3,326,8123.3m $224.8m $224.8m 3.75% Added +432.8k +432,788
3 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 2,360,2772.4m $159.5m $159.5m 0.03% Added +130.6k +130,624
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,330,6272.3m $157.5m $157.5m 0.01% Reduced -89.5k -89,531
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,876,5691.9m $126.8m $126.8m 0.03% Added +45.9k +45,852
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.21% of their portfolio PLYMOUTH, MN 1,868,3721.9m $127.7m $127.7m 0.21% Added +162.1k +162,128
7 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,727,5961.7m $116.8m $116.8m 0.03% Reduced -836.7k -836,682
8 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,679,0811.7m $113.5m $113.5m 0.10% Added +94.7k +94,735
9 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 1,223,0321.2m $82.7m $82.7m 0.02% Added +246.4k +246,372
10 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 1,120,0181.1m $75.7m $75.7m 0.09% Reduced -769.6k -769,640
11 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,031,6191.0m $69.7m $69.7m 0.07% Added +27.1k +27,149
12 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 978,846978.8k $66.2m $66.2m 0.08% Added +571.7k +571,702
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 878,512878.5k $59.4m $59.4m 0.01% Reduced -40.8k -40,796
14 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 824,518824.5k $55.7m $55.7m 0.06% Added +43.9k +43,864
15 RWA WEALTH PARTNERS, LLC 0.49% of their portfolio BOSTON, MA 763,321763.3k $51.6m $51.6m 0.49% Added +54.8k +54,750
16 Peterson Wealth Advisors, LLC 5.85% of their portfolio Orem, UT 732,936732.9k $49.5m $49.5m 5.85% Added +26.6k +26,619
17 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 694,764694.8k $47.0m $47.0m 0.06% Reduced -54.6k -54,629
18 CGC Financial Services, LLC 10.11% of their portfolio LAKE OSWEGO, OR 664,952665.0k $44.9m $44.9m 10.11% Reduced -425.1k -425,098
19 Taylor Securities Services, Inc. 16.63% of their portfolio HARRISBURG, PA 605,044605.0k $40.9m $40.9m 16.63% Reduced -90.0k -90,013
20 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 554,895554.9k $37.5m $37.5m 0.08% Added +94.9k +94,917
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.20% of their portfolio IRVING, TX 523,484523.5k $35.4m $35.4m 0.20% Added +74.6k +74,633
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 505,952506.0k $34.1m $34.1m 0.00% Reduced -37.8k -37,792
23 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 505,473505.5k $34.2m $34.2m 0.01% Reduced -5.8k -5,830
24 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 433,529433.5k $29.3m $29.3m 0.02% Reduced -3.6k -3,555
25 Private Advisor Group, LLC 0.13% of their portfolio MORRISTOWN, NJ 414,322414.3k $28.0m $28.0m 0.13% Added +150.3k +150,308
26 PINNACLE ASSOCIATES LTD 0.28% of their portfolio NEW YORK, NY 380,100380.1k $25.7m $25.7m 0.28% Added +142.5k +142,540
27 Advisory Services Network, LLC 0.29% of their portfolio ATLANTA, GA 372,150372.1k $25.1m $25.1m 0.29% Added +55.5k +55,528
28 Brookstone Capital Management 0.24% of their portfolio WHEATON, IL 358,377358.4k $24.2m $24.2m 0.24% Added +60.2k +60,188
29 Garrett Wealth Advisory Group, LLC 3.20% of their portfolio WEATHERFORD, TX 308,308308.3k $20.8m $20.8m 3.20% Added +16.3k +16,290
30 Joseph Group Capital Management 4.37% of their portfolio COLUMBUS, OH 307,601307.6k $20.8m $20.8m 4.37% New
31 Pinnacle Wealth Management Advisory Group, LLC 1.18% of their portfolio RED BANK, NJ 293,065293.1k $19.8m $19.8m 1.18% Added +107.6k +107,635
32 Longview Financial Advisors LLC 9.65% of their portfolio SAN RAFAEL, CA 288,873288.9k $19.5m $19.5m 9.65% Added +22.1k +22,127
33 Campbell Deegan Wealth Management, LLC 13.30% of their portfolio RICHMOND, VA 277,002277.0k $18.7m $18.7m 13.30% Added +12.1k +12,065
34 HTG Investment Advisors, Inc. 4.63% of their portfolio NEW CANAAN, CT 267,027267.0k $18.0m $18.0m 4.63% Added +5.5k +5,480
35 Carr Financial Group Corp 4.10% of their portfolio WORCESTER, MA 263,768263.8k $17.8m $17.8m 4.10% Added +14.0k +14,034
36 CENTRAL TRUST Co 0.27% of their portfolio JEFFERSON CITY, MO 223,479223.5k $15.1m $15.1m 0.27% Added +20.2k +20,226
37 Aspire Capital Advisors LLC 2.70% of their portfolio SEATTLE, WA 205,341205.3k $13.9m $13.9m 2.70% Added +3.5k +3,509
38 CARY STREET PARTNERS FINANCIAL LLC 0.30% of their portfolio RICHMOND, VA 202,248202.2k $13.7m $13.7m 0.30% Reduced -20.5k -20,544
39 PATTEN & PATTEN INC/TN 0.72% of their portfolio CHATTANOOGA, TN 201,158201.2k $13.6m $13.6m 0.72% Reduced -10.8k -10,807
40 SIGNATUREFD, LLC 0.18% of their portfolio ATLANTA, GA 197,246197.2k $13.3m $13.3m 0.18% Reduced -10.6k -10,601
41 WealthPlan Investment Management, LLC 0.66% of their portfolio OMAHA, NE 195,672195.7k $13.2m $13.2m 0.66% Reduced -6.1k -6,092
42 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 185,983186.0k $12.6m $12.6m 0.04% Reduced -19.4k -19,439
43 Bluespring Wealth Management, LLC 0.24% of their portfolio AUSTIN, TX 185,879185.9k $12.6m $12.6m 0.24% New
44 Crewe Advisors LLC 0.90% of their portfolio SALT LAKE CITY, UT 183,760183.8k $12.4m $12.4m 0.90% Added +4.1k +4,089
45 Wick Capital Partners, LLC 1.79% of their portfolio WAYNE, PA 175,600175.6k $11.9m $11.9m 1.79% Reduced -21 -21
46 Owl Creek Wealth Partners LLC 3.44% of their portfolio DENVER, CO 173,970174.0k $11.8m $11.8m 3.44% Added +7.1k +7,136
47 Avidian Wealth Enterprises, LLC 0.33% of their portfolio Houston, TX 173,900173.9k $11.8m $11.8m 0.33% Added +4.0k +3,996
48 Avior Wealth Management, LLC 0.31% of their portfolio OMAHA, NE 173,665173.7k $11.7m $11.7m 0.31% Added +1.2k +1,237
49 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 170,900170.9k $11.5m $11.5m 0.04% Added +27.7k +27,744
50 Allegheny Financial Group 1.21% of their portfolio Pittsburgh, PA 169,329169.3k $11.4m $11.4m 1.21% Added +51.7k +51,651
51 AIRE ADVISORS, LLC 1.77% of their portfolio BEVERLY HILLS, CA 160,705160.7k $10.9m $10.9m 1.77% Added +14.3k +14,323
52 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 159,599159.6k $10.8m $10.8m 0.06% Added +1.1k +1,095
53 SouthState Bank Corp 0.45% of their portfolio Winter Haven, FL 158,105158.1k $10.7m $10.7m 0.45% Added +2.2k +2,221
54 Archford Capital Strategies, LLC 1.08% of their portfolio SWANSEA, IL 157,859157.9k $10.7m $10.7m 1.08% Added +13.0k +13,009
55 ORRSTOWN FINANCIAL SERVICES INC 1.57% of their portfolio HARRISBURG, PA 156,248156.2k $10.6m $10.6m 1.57% Added +9.0k +8,978
56 DAYMARK WEALTH PARTNERS, LLC 0.25% of their portfolio CINCINNATI, OH 152,116152.1k $10.3m $10.3m 0.25% Added +37.9k +37,890
57 Curtis Advisory Group, LLC 1.99% of their portfolio SANTA BARBARA, CA 151,272151.3k $10.2m $10.2m 1.99% Added +1.6k +1,551
58 Lifelong Wealth Advisors, Inc. 2.38% of their portfolio Arden Hills, MN 149,775149.8k $10.1m $10.1m 2.38% Added +2.0k +2,028
59 Visionary Wealth Advisors 0.39% of their portfolio O'FALLON, IL 145,694145.7k $9.8m $9.8m 0.39% Reduced -16.5k -16,517
60 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 144,550144.6k $9.8m $9.8m 0.03% Reduced -8.1k -8,095
61 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 137,571137.6k $9.3m $9.3m 0.02% Added +6.7k +6,663
62 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 136,304136.3k $9.2m $9.2m 0.04% Reduced -27.3k -27,318
63 Alaska Permanent Capital Management, LLC 0.57% of their portfolio ANCHORAGE, AK 128,528128.5k $8.7m $8.7m 0.57% Added +6.3k +6,285
64 Philip James Wealth Mangement, LLC 0.95% of their portfolio MILTON, GA 124,823124.8k $8.4m $8.4m 0.95% Reduced -6.3k -6,311
65 PRAIRIEVIEW WEALTH PARTNERS, LLC 6.20% of their portfolio FRANKFORT, IL 122,837122.8k $8.3m $8.3m 6.20% Added +3.3k +3,314
66 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 121,967122.0k $8.2m $8.2m 0.09% Reduced -18.5k -18,542
67 Sprinkle Financial Consultants LLC 3.19% of their portfolio LITTLETON, CO 120,333120.3k $8.1m $8.1m 3.19% Added +18.7k +18,749
68 Oak Wealth Advisors LLC 3.67% of their portfolio NORTHBROOK, IL 113,336113.3k $7.7m $7.7m 3.67% Reduced -29 -29
69 Legacy Financial Group LLC 0.85% of their portfolio DES MOINES, IA 112,131112.1k $7.6m $7.6m 0.85% Reduced -854.9k -854,893
70 Compass Financial Services Inc 2.77% of their portfolio WEST DES MOINES, IA 109,761109.8k $7.4m $7.4m 2.77% Added +12.1k +12,135
71 CreativeOne Wealth, LLC 0.16% of their portfolio OVERLAND PARK, KS 109,740109.7k $7.4m $7.4m 0.16% Reduced -72.9k -72,886
72 Smallwood Wealth Investment Management, LLC 3.15% of their portfolio RED BANK, NJ 106,768106.8k $7.2m $7.2m 3.15% Added +17.6k +17,605
73 Planned Solutions, Inc. 2.07% of their portfolio FOLSOM, CA 106,587106.6k $7.2m $7.2m 2.07% Reduced -3.3k -3,297
74 Fiduciary Alliance LLC 0.48% of their portfolio GREENVILLE, SC 106,062106.1k $7.2m $7.2m 0.48% Added +4.9k +4,871
75 Crusonia Wealth Advisors LLC 1.17% of their portfolio DENVER, CO 105,165105.2k $7.1m $7.1m 1.17% Reduced -6.3k -6,253
76 Hughes Financial Services, LLC 0.91% of their portfolio HERNDON, VA 101,615101.6k $6.9m $6.9m 0.91% Added +1.1k +1,074
77 HUB Investment Partners, LLC 0.13% of their portfolio AUSTIN, TX 100,775100.8k $6.8m $6.8m 0.13% Reduced -4.5k -4,539
78 INTEGRITY ALLIANCE, LLC. 0.21% of their portfolio Urbandale, IA 98,32598.3k $6.6m $6.6m 0.21% Reduced -756 -756
79 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 95,72895.7k $6.5m $6.5m 0.05% Added +4.4k +4,440
80 MONECO ADVISORS, LLC 0.39% of their portfolio FAIRFIELD, CT 94,38494.4k $6.4m $6.4m 0.39% Reduced -9.7k -9,710
81 BLUEDOOR PRIVATE WEALTH, LLC 2.68% of their portfolio BEVERLY, MA 94,22194.2k $6.4m $6.4m 2.68% Reduced -28.4k -28,433
82 Palumbo Wealth Management LLC 1.31% of their portfolio GREAT NECK, NY 92,27492.3k $6.2m $6.2m 1.31% Added +1.9k +1,943
83 Summit Financial, LLC 0.07% of their portfolio PARSIPPANY, NJ 89,55589.6k $6.1m $6.1m 0.07% Reduced -18.3k -18,326
84 DeDora Capital, Inc. 1.29% of their portfolio Napa, CA 88,00588.0k $5.9m $5.9m 1.29% Added +12.7k +12,693
85 WealthPLAN Partners, LLC 1.09% of their portfolio OMAHA, NE 83,97184.0k $5.7m $5.7m 1.09% Reduced -8.6k -8,613
86 Alaska Wealth Advisors, LLC 0.61% of their portfolio ANCHORAGE, AK 82,72082.7k $5.6m $5.6m 0.61% Added +1.4k +1,381
87 Valmark Advisers, Inc. 0.06% of their portfolio AKRON, OH 81,44081.4k $5.5m $5.5m 0.06% Added +5.7k +5,712
88 Capital Investment Advisory Services, LLC 0.34% of their portfolio RALEIGH, NC 81,20981.2k $5.5m $5.5m 0.34% Added +12.2k +12,199
89 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 80,15880.2k $5.4m $5.4m 0.03% Reduced -82.3k -82,305
90 Foundations Investment Advisors, LLC 0.05% of their portfolio PHOENIX, AZ 78,80678.8k $5.3m $5.3m 0.05% Added +9.0k +9,016
91 BRADLEY FOSTER & SARGENT INC/CT 0.07% of their portfolio HARTFORD, CT 78,00178.0k $5.3m $5.3m 0.07% Added +9.9k +9,935
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 77,21277.2k $5.2m $5.2m 0.00% Added +20.1k +20,072
93 Perigon Wealth Management, LLC 0.08% of their portfolio SAN FRANCISCO, CA 73,47573.5k $5.0m $5.0m 0.08% Added +6.1k +6,070
94 Financial Management Professionals, Inc. 0.47% of their portfolio AUSTIN, TX 73,07973.1k $4.9m $4.9m 0.47% Added +5.2k +5,172
95 Firestone Capital Management 0.90% of their portfolio SOUTH MIAMI, FL 71,83771.8k $4.9m $4.9m 0.90% Added +6.0k +6,042
96 McLaughlin Asset Management, Inc. 3.22% of their portfolio DANVILLE, IL 69,13169.1k $4.7m $4.7m 3.22% Added +34.0k +33,980
97 Strategic Financial Concepts, LLC 1.34% of their portfolio SAN ANTONIO, TX 67,94967.9k $4.5m $4.5m 1.34% Reduced -12.5k -12,473
98 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 66,31966.3k $4.5m $4.5m 0.01% Unchanged
99 Wealth Advisors of Tampa Bay, LLC 1.33% of their portfolio TAMPA, FL 64,37464.4k $4.4m $4.4m 1.33% Added +1.6k +1,627
100 Cooper Financial Group 0.36% of their portfolio IRVINE, CA 63,31763.3k $4.3m $4.3m 0.36% Reduced -28.3k -28,291