Vault-13

J P MORGAN EXCHANGE TRADED F JTEK

U S TECH LEADERS · ETP · CUSIP 46654Q732

181 institutional holders +10 vs Q1 2026
12,078,08912.1m shares reported held*
$1.3bnreported value*
25 new 69 added 55 reduced 16 sold out net sold ≈ $92.1m (-824.2k 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 ($3.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.30.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q4 23: 10Q1 24: 23Q2 24: 47Q3 24: 53Q4 24: 71Q1 25: 100Q2 25: 110Q3 25: 121Q4 25: 164Q1 26: 171Q2 26: 181181Q4 23Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202310
Q1 202423
Q2 202447
Q3 202453
Q4 202471
Q1 2025100
Q2 2025110
Q3 2025121
Q4 2025164
Q1 2026171
Q2 2026181

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 35 bought or addedQ3 24: 20 cut or sold outQ4 24: 45 bought or addedQ4 24: 19 cut or sold outQ4 24Q1 25: 72 bought or addedQ1 25: 17 cut or sold outQ2 25: 69 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 85 bought or addedQ3 25: 29 cut or sold outQ4 25: 106 bought or addedQ4 25: 40 cut or sold outQ4 25Q1 26: 105 bought or addedQ1 26: 54 cut or sold outQ2 26: 94 bought or addedQ2 26: 71 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243520
Q4 20244519
Q1 20257217
Q2 20256940
Q3 20258529
Q4 202510640
Q1 202610554
Q2 20269471

Biggest buyers

MORGAN STANLEY Added +223,602+223.6k
WELLS FARGO & COMPANY/MN Added +122,614+122.6k
ROYAL BANK OF CANADA Added +99,817+99.8k
OSAIC HOLDINGS, INC. Added +65,866+65.9k
UBS Group AG Added +55,580+55.6k
ENVESTNET ASSET MANAGEMENT INC Added +55,111+55.1k
GOLDMAN SACHS GROUP INC New +51,946+51.9k
Cambridge Investment Research Advisors, Inc. Added +40,370+40.4k
JONES FINANCIAL COMPANIES LLLP Added +39,081+39.1k
Private Wealth Partners, LLC Added +35,840+35.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -911,506-911.5k
Independent Advisor Alliance Sold out -430,289-430.3k
VESTOR CAPITAL, LLC Reduced -356,543-356.5k
Horizon Investments, LLC Reduced -66,551-66.6k
GFS Advisors, LLC Reduced -31,415-31.4k
Mariner, LLC Reduced -21,747-21.7k
FOUNDERS FINANCIAL SECURITIES LLC Reduced -21,622-21.6k
ASSETMARK, INC Reduced -21,541-21.5k
Vienna Asset Management LLC Sold out -17,845-17.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -17,602-17.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,795,9083.8m $410.3m $410.3m 0.02% Reduced -911.5k -911,506
2 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 937,516937.5k $104.6m $104.6m 0.02% Added +122.6k +122,614
3 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 533,847533.8k $59.6m $59.6m 0.01% Added +99.8k +99,817
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 525,975526.0k $58.7m $58.7m 0.01% Reduced -12.6k -12,614
5 UBS Group AG 0.01% of their portfolio ZURICH, V8 413,281413.3k $46.1m $46.1m 0.01% Added +55.6k +55,580
6 Composition Wealth, LLC 0.52% of their portfolio LOS ANGELES, CA 397,707397.7k $44.4m $44.4m 0.52% Added +30.9k +30,908
7 Hughes Financial Services, LLC 5.64% of their portfolio HERNDON, VA 381,610381.6k $42.6m $42.6m 5.64% Added +1.7k +1,669
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 332,367332.4k $37.1m $37.1m 0.00% Added +223.6k +223,602
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 230,826230.8k $25.7m $25.7m 0.01% Added +11.5k +11,475
10 Kestra Advisory Services, LLC 0.08% of their portfolio AUSTIN, TX 223,976224.0k $25.0m $25.0m 0.08% Added +8.6k +8,584
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 221,237221.2k $24.7m $24.7m 0.01% Added +55.1k +55,111
12 Vertex Planning Partners, LLC 3.02% of their portfolio DOWNERS GROVE, IL 182,483182.5k $20.4m $20.4m 3.02% Added +25.3k +25,278
13 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 159,888159.9k $17.8m $17.8m 0.04% Added +28.8k +28,849
14 Pine Valley Investments Ltd Liability Co 0.72% of their portfolio MARLTON, NJ 150,776150.8k $16.8m $16.8m 0.72% Added +8.4k +8,419
15 Tradition Wealth Management, LLC 1.02% of their portfolio EDINA, MN 149,519149.5k $16.7m $16.7m 1.02% Added +3.0k +2,986
16 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 135,700135.7k $14.2m $14.2m 0.01% Added +39.1k +39,081
17 SilverOak Wealth Management LLC 1.88% of their portfolio Edina, MN 130,813130.8k $14.6m $14.6m 1.88% Reduced -493 -493
18 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 128,966129.0k $14.4m $14.4m 0.02% Added +2.7k +2,695
19 Oak Barrel Wealth Advisory LLC 5.94% of their portfolio RESTON, VA 120,621120.6k $13.5m $13.5m 5.94% First filing
20 ERn Financial, LLC 2.22% of their portfolio MIDDLETON, WI 120,322120.3k $13.4m $13.4m 2.22% Added +1.3k +1,335
21 Freedom Financial Partners LLC 4.11% of their portfolio OAKDALE, MN 113,072113.1k $12.6m $12.6m 4.11% Added +5.8k +5,841
22 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 107,256107.3k $12.0m $12.0m 0.01% Added +65.9k +65,866
23 NewEdge Wealth, LLC 0.12% of their portfolio STAMFORD, CT 106,688106.7k $11.9m $11.9m 0.12% Reduced -4.5k -4,466
24 Legacy Edge Advisors, LLC 1.02% of their portfolio SYOSSET, NY 99,77999.8k $11.1m $11.1m 1.02% Added +25.3k +25,295
25 Quadcap Wealth Management, LLC 1.03% of their portfolio Frisco, TX 95,04795.0k $10.6m $10.6m 1.03% Reduced -8.1k -8,075
26 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 89,43289.4k $10.0m $10.0m 0.05% Added +7.1k +7,139
27 Foundry Financial Group, Inc. 4.14% of their portfolio LACONIA, NH 85,87985.9k $9.6m $9.6m 4.14% Reduced -7.3k -7,345
28 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 83,24783.2k $9.3m $9.3m 0.01% Added +6.9k +6,860
29 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 82,96283.0k $9.3m $9.3m 0.02% Reduced -21.5k -21,541
30 Welch Financial Planning, LLC 5.13% of their portfolio BOULDER, CO 78,98979.0k $8.8m $8.8m 5.13% Reduced -9.5k -9,528
31 YARGER WEALTH STRATEGIES, LLC 2.79% of their portfolio WESTERVILLE, OH 73,37573.4k $7.7m $7.7m 2.79% Added +2.0k +1,968
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 72,84472.8k $8.1m $8.1m 0.01% Added +40.4k +40,370
33 Hartford Financial Management Inc. 1.72% of their portfolio WEST HARTFORD, CT 69,18869.2k $7.7m $7.7m 1.72% Reduced -2.9k -2,897
34 FAGAN ASSOCIATES, INC. 0.93% of their portfolio TROY, NY 67,86667.9k $7.6m $7.6m 0.93% Reduced -657 -657
35 CVA Family Office, LLC 0.65% of their portfolio DENVER, CO 64,11564.1k $7.2m $7.2m 0.65% Reduced -2.3k -2,345
36 Private Wealth Partners, LLC 0.48% of their portfolio MILL VALLEY, CA 59,74559.7k $6.7m $6.7m 0.48% Added +35.8k +35,840
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 51,94651.9k $5.8m $5.8m 0.00% New
38 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 51,44651.4k $5.7m $5.7m 0.03% Added +32.3k +32,347
39 Guided Capital Wealth Management, LLC 2.97% of their portfolio HOUSTON, TX 45,55445.6k $5.1m $5.1m 2.97% Reduced -197 -197
40 National Philanthropic Trust 0.07% of their portfolio Jenkintown, PA 44,38744.4k $5.0m $5.0m 0.07% Added +1.4k +1,440
41 Circle Wealth Management, LLC 0.06% of their portfolio SUMMIT, NJ 44,10944.1k $4.9m $4.9m 0.06% Added +1.7k +1,738
42 Integras Partners LLC 2.67% of their portfolio Alpharetta, GA 43,43743.4k $4.8m $4.8m 2.67% Reduced -919 -919
43 GENESIS PRIVATE WEALTH, LLC 1.26% of their portfolio ASHBURN, VA 40,10540.1k $4.5m $4.5m 1.26% Added +27.0k +27,046
44 POTENTIA WEALTH 1.79% of their portfolio SAN JOSE, CA 39,26639.3k $4.4m $4.4m 1.79% Reduced -4.1k -4,064
45 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 35,26035.3k $3.9m $3.9m 0.01% Added +3.1k +3,087
46 TABLEAUX LLC 1.65% of their portfolio STOCKBRIDGE, MA 35,16935.2k $3.9m $3.9m 1.65% Reduced -1.8k -1,806
47 Krilogy Financial LLC 0.11% of their portfolio ST. LOUIS, MO 34,50134.5k $3.8m $3.8m 0.11% Added +1.5k +1,510
48 Symphony Financial Services, Inc. 1.70% of their portfolio AKRON, OH 33,89233.9k $3.8m $3.8m 1.70% Added +2.1k +2,061
49 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 33,32633.3k $3.7m $3.7m 0.01% Added +7.5k +7,474
50 N.E.W. Advisory Services LLC 0.24% of their portfolio DE PERE, WI 31,84931.8k $3.6m $3.6m 0.24% Added +568 +568
51 VALLEY WEALTH MANAGERS, INC. 0.20% of their portfolio PARAMUS, NJ 31,40931.4k $3.5m $3.5m 0.20% Reduced -13.6k -13,636
52 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 30,52430.5k $3.4m $3.4m 0.06% Reduced -6.8k -6,780
53 Tower Research Capital LLC (TRC) 0.08% of their portfolio NEW YORK, NY 30,36930.4k $3.4m $3.4m 0.08% Added +21.1k +21,144
54 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 29,66629.7k $3.3m $3.3m 0.01% Added +1.4k +1,385
55 Clearstead Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 29,37629.4k $3.3m $3.3m 0.03% Added +29.3k +29,285
56 CHOREO, LLC 0.03% of their portfolio ROCKFORD, IL 27,74227.7k $3.1m $3.1m 0.03% Added +3.0k +3,000
57 SILVER OAK SECURITIES, INCORPORATED 0.18% of their portfolio JACKSON, TN 26,70926.7k $3.0m $3.0m 0.18% Added +4.3k +4,281
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 23,66223.7k $2.6m $2.6m 0.00% Added +68 +68
59 FOUNDERS FINANCIAL SECURITIES LLC 0.14% of their portfolio TOWSON, MD 23,64923.6k $2.6m $2.6m 0.14% Reduced -21.6k -21,622
60 Horizon Investments, LLC 0.03% of their portfolio Charlotte, NC 23,43523.4k $2.6m $2.6m 0.03% Reduced -66.6k -66,551
61 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 22,82622.8k $2.5m $2.5m 0.00% Added +18.1k +18,066
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,49521.5k $2.4m $2.4m 0.00% Added +876 +876
63 BLVD Private Wealth, LLC 1.77% of their portfolio Prospect, KY 21,39621.4k $2.4m $2.4m 1.77% Reduced -543 -543
64 Ulland Investment Advisors, LLC 1.69% of their portfolio MINNEAPOLIS, MN 20,49420.5k $2.3m $2.3m 1.69% Reduced -355 -355
65 Base Wealth Management LLC 1.04% of their portfolio LAKEWOOD RANCH, FL 20,01620.0k $2.2m $2.2m 1.04% Reduced -1.6k -1,590
66 ATTICUS WEALTH MANAGEMENT, LLC 0.52% of their portfolio Palm Beach Gardens, FL 19,73319.7k $2.2m $2.2m 0.52% Added +5.3k +5,343
67 Triumph Capital Management 0.36% of their portfolio DENVER, CO 18,02818.0k $2.0m $2.0m 0.36% Reduced -3.2k -3,224
68 MCDONALD PARTNERS LLC 0.47% of their portfolio CLEVELAND, OH 17,24217.2k $1.9m $1.9m 0.47% Added +8.7k +8,679
69 Quadrature Capital Ltd 0.02% of their portfolio LONDON, X0 16,50916.5k $1.8m $1.8m 0.02% New
70 MBL Wealth, LLC 0.12% of their portfolio CHARLOTTE, NC 16,25416.3k $1.8m $1.8m 0.12% Reduced -9.8k -9,813
71 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 16,06716.1k $1.8m $1.8m 0.02% Reduced -189 -189
72 Peck Wealth Management, LLC 1.48% of their portfolio WHITE PLAINS, NY 15,74515.7k $1.8m $1.8m 1.48% Added +8.3k +8,285
73 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 15,45215.5k $1.7m $1.7m 0.01% Reduced -7.0k -7,035
74 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 14,64114.6k $1.6m $1.6m 0.02% New
75 Macro Advisors, Inc. 0.51% of their portfolio YORK, PA 14,36714.4k $1.6m $1.6m 0.51% Reduced -318 -318
76 Wagner Wealth Management, LLC 0.27% of their portfolio GREENVILLE, SC 13,24713.2k $1.5m $1.5m 0.27% Added +1.0k +1,043
77 Paradigm, Strategies in Wealth Management, LLC 0.84% of their portfolio Maple Grove, MN 12,29712.3k $1.4m $1.4m 0.84% Added +9.2k +9,217
78 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 12,23112.2k $1.4m $1.4m 0.01% Added +537 +537
79 Ankerstar Wealth, LLC 1.13% of their portfolio LEANDER, TX 12,03812.0k $1.3m $1.3m 1.13% Reduced -703 -703
80 Archford Capital Strategies, LLC 0.14% of their portfolio SWANSEA, IL 11,99112.0k $1.3m $1.3m 0.14% Added +480 +480
81 Fulton Bank, N.A. 0.04% of their portfolio Lancaster, PA 11,79511.8k $1.3m $1.3m 0.04% New
82 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,38611.4k $1.3m $1.3m 0.00% Added +582 +582
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,90210.9k $1.2m $1.2m 0.00% Reduced -17.6k -17,602
84 MATTERN CAPITAL MANAGEMENT, LLC 0.13% of their portfolio LAKEWOOD, CO 10,24210.2k $1.1m $1.1m 0.13% Added +3.1k +3,074
85 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 10,10010.1k $1.1m $1.1m 0.00% Added +7.5k +7,500
86 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 10,05410.1k $1.1m $1.1m 0.00% Added +2.2k +2,200
87 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,0419.0k $945.6k $945.6k 0.00% Reduced -3.6k -3,577
88 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,8258.8k $984.4k $984.4k 0.00% Added +1.8k +1,799
89 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 8,3988.4k $936.8k $936.8k 0.00% Reduced -10.1k -10,106
90 Ignite Planners, LLC 0.12% of their portfolio SAN CLEMENTE, CA 8,0948.1k $905.5k $905.5k 0.12% Added +355 +355
91 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 8,0198.0k $894.5k $894.5k 0.02% Added +2.0k +1,966
92 Stelac Advisory Services LLC 0.17% of their portfolio NEW YORK, NY 7,9908.0k $891.3k $891.3k 0.17% Unchanged
93 Endowment Wealth Management, Inc. 0.33% of their portfolio APPLETON, WI 7,6897.7k $857.7k $857.7k 0.33% New
94 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,4097.4k $826.5k $826.5k 0.00% Added +125 +125
95 Cooper Financial Group 0.07% of their portfolio IRVINE, CA 7,1047.1k $792.5k $792.5k 0.07% Reduced -497 -497
96 55 North Private Wealth, LLC 0.15% of their portfolio WINTER PARK, FL 6,6856.7k $745.7k $745.7k 0.15% Unchanged
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 6,5496.5k $730.6k $730.6k 0.00% Reduced -21.7k -21,747
98 Family Manage LLC 0.08% of their portfolio NEW YORK, NY 6,4806.5k $722.9k $722.9k 0.08% Unchanged
99 EnRich Financial Partners LLC 0.16% of their portfolio MADISON, WI 6,1216.1k $682.8k $682.8k 0.16% New
100 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,0116.0k $670.5k $670.5k 0.00% Reduced -477 -477