Vault-13

J P MORGAN EXCHANGE TRADED F JIVE

JPMORGAN INTL VL · ETP · CUSIP 46654Q757

219 institutional holders +35 vs Q1 2026
27,344,39427.3m shares reported held*
$2.5bnreported value*
46 new 120 added 33 reduced 10 sold out net bought ≈ $854.2m (+9.3m 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 ($895.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.99.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 23: 3Q4 23: 4Q1 24: 4Q2 24: 5Q3 24: 21Q4 24: 30Q1 25: 35Q2 25: 58Q3 25: 93Q4 25: 138Q1 26: 184Q2 26: 219219Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 20233
Q4 20234
Q1 20244
Q2 20245
Q3 202421
Q4 202430
Q1 202535
Q2 202558
Q3 202593
Q4 2025138
Q1 2026184
Q2 2026219

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 19 bought or addedQ3 24: 1 cut or sold outQ4 24: 17 bought or addedQ4 24: 8 cut or sold outQ4 24Q1 25: 25 bought or addedQ1 25: 8 cut or sold outQ2 25: 52 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 76 bought or addedQ3 25: 16 cut or sold outQ4 25: 104 bought or addedQ4 25: 27 cut or sold outQ4 25Q1 26: 152 bought or addedQ1 26: 31 cut or sold outQ2 26: 166 bought or addedQ2 26: 43 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024191
Q4 2024178
Q1 2025258
Q2 2025528
Q3 20257616
Q4 202510427
Q1 202615231
Q2 202616643

Biggest buyers

LPL Financial LLC Added +1,937,592+1.9m
ENVESTNET ASSET MANAGEMENT INC Added +1,035,252+1.0m
RiverFront Investment Group, LLC Added +873,103+873.1k
RAYMOND JAMES FINANCIAL INC Added +811,653+811.7k
Cambridge Investment Research Advisors, Inc. Added +711,735+711.7k
MML INVESTORS SERVICES, LLC Added +437,479+437.5k
JONES FINANCIAL COMPANIES LLLP Added +396,851+396.9k
Private Advisor Group, LLC Added +323,233+323.2k
Grant Street Asset Management, Inc. New +290,616+290.6k
GREENWOOD GEARHART LLC New +270,228+270.2k

Biggest sellers

Lido Advisors, LLC Reduced -324,226-324.2k
CITADEL ADVISORS LLC Reduced -162,661-162.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -88,230-88.2k
OLD MISSION CAPITAL LLC Reduced -41,319-41.3k
Equitable Holdings, Inc. Reduced -36,981-37.0k
A4 Wealth Advisors LLC Reduced -29,393-29.4k
Cornerstone Wealth Management, LLC Reduced -20,009-20.0k
RFG Advisory, LLC Sold out -17,148-17.1k
CIBC WORLD MARKET INC. Reduced -15,861-15.9k
WESPAC Advisors, LLC Reduced -8,093-8.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,892,5544.9m $449.9m $449.9m 0.10% Added +1.9m +1,937,592
2 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,612,9932.6m $240.3m $240.3m 0.06% Added +1.0m +1,035,252
3 RiverFront Investment Group, LLC 2.93% of their portfolio RICHMOND, VA 2,410,7482.4m $221.7m $221.7m 2.93% Added +873.1k +873,103
4 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,631,4631.6m $150.0m $150.0m 0.04% Added +811.7k +811,653
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,312,6001.3m $120.7m $120.7m 0.01% Added +146.6k +146,617
6 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 1,018,1541.0m $93.6m $93.6m 0.11% Added +711.7k +711,735
7 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 1,010,6511.0m $92.9m $92.9m 0.11% Added +127.7k +127,735
8 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 778,421778.4k $71.3m $71.3m 0.03% Added +396.9k +396,851
9 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 751,691751.7k $69.1m $69.1m 0.14% Added +437.5k +437,479
10 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 736,762736.8k $67.7m $67.7m 0.13% Added +200.3k +200,292
11 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 666,422666.4k $61.3m $61.3m 0.01% Added +189.3k +189,314
12 Private Advisor Group, LLC 0.27% of their portfolio MORRISTOWN, NJ 636,925636.9k $58.6m $58.6m 0.27% Added +323.2k +323,233
13 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 578,611578.6k $53.2m $53.2m 0.05% Added +68.5k +68,510
14 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 315,799315.8k $29.0m $29.0m 0.04% Added +75.3k +75,277
15 Grant Street Asset Management, Inc. 4.38% of their portfolio CANONSBURG, PA 290,616290.6k $26.7m $26.7m 4.38% New
16 GREENWOOD GEARHART LLC 1.16% of their portfolio FAYETTEVILLE, AR 270,228270.2k $24.8m $24.8m 1.16% New
17 Cooper Financial Group 1.93% of their portfolio IRVINE, CA 253,083253.1k $23.3m $23.3m 1.93% New
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 253,072253.1k $23.2m $23.2m 0.00% Added +47.0k +47,011
19 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 234,138234.1k $21.5m $21.5m 0.20% Reduced -21 -21
20 FLOW TRADERS U.S. LLC 0.84% of their portfolio NEW YORK, NY 221,227221.2k $20.3m $20.3m 0.84% New
21 Archer Investment Corp 1.93% of their portfolio Carmel, IN 216,514216.5k $19.9m $19.9m 1.93% Added +118.2k +118,203
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 210,487210.5k $19.4m $19.4m 0.01% Added +179.7k +179,746
23 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 208,216208.2k $19.1m $19.1m 0.01% Added +8.0k +8,037
24 Lineweaver Wealth Advisors, LLC 2.10% of their portfolio VALLEY VIEW, OH 192,301192.3k $17.7m $17.7m 2.10% Added +7.1k +7,121
25 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 172,098172.1k $15.8m $15.8m 0.06% Reduced -324.2k -324,226
26 Pine Valley Investments Ltd Liability Co 0.66% of their portfolio MARLTON, NJ 169,449169.4k $15.6m $15.6m 0.66% Added +15.9k +15,873
27 Aspire Capital Advisors LLC 3.02% of their portfolio SEATTLE, WA 168,752168.8k $15.5m $15.5m 3.02% Added +37.0k +36,983
28 Pallas Capital Advisors LLC 0.44% of their portfolio BRAINTREE, MA 153,994154.0k $14.2m $14.2m 0.44% Added +9.5k +9,471
29 AVAII WEALTH MANAGEMENT, LLC 4.14% of their portfolio APPLETON, WI 153,298153.3k $14.1m $14.1m 4.14% Added +8.9k +8,866
30 VERUS CAPITAL PARTNERS, LLC 0.74% of their portfolio SCOTTSDALE, AZ 148,795148.8k $13.7m $13.7m 0.74% Added +4.5k +4,544
31 N.E.W. Advisory Services LLC 0.88% of their portfolio DE PERE, WI 143,330143.3k $13.2m $13.2m 0.88% Added +4.9k +4,854
32 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 142,495142.5k $13.1m $13.1m 0.04% Added +13.6k +13,649
33 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 139,660139.7k $12.7m $12.7m 0.03% Added +37.3k +37,259
34 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 124,719124.7k $11.5m $11.5m 0.02% Reduced -4.3k -4,284
35 Oak Barrel Wealth Advisory LLC 4.74% of their portfolio RESTON, VA 116,833116.8k $10.7m $10.7m 4.74% First filing
36 KWB Wealth 0.87% of their portfolio REDLANDS, CA 110,823110.8k $10.2m $10.2m 0.87% Added +22.7k +22,699
37 Modus Advisors, LLC 2.48% of their portfolio EXCELSIOR, MN 109,194109.2k $10.0m $10.0m 2.48% Added +1.9k +1,946
38 SSI INVESTMENT MANAGEMENT LLC 0.58% of their portfolio Los Angeles, CA 108,997109.0k $10.0m $10.0m 0.58% New
39 CARY STREET PARTNERS FINANCIAL LLC 0.20% of their portfolio RICHMOND, VA 99,08199.1k $9.1m $9.1m 0.20% Added +11.6k +11,580
40 Cornerstone Wealth Management, LLC 0.37% of their portfolio ST. PETERS, MO 92,39892.4k $8.5m $8.5m 0.37% Reduced -20.0k -20,009
41 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 92,12292.1k $8.5m $8.5m 0.01% Added +20.1k +20,091
42 Plan Group Financial, LLC 1.71% of their portfolio OKLAHOMA CITY, OK 89,91789.9k $8.3m $8.3m 1.71% Added +19.5k +19,484
43 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 89,73589.7k $8.3m $8.3m 0.01% Added +15.5k +15,478
44 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 86,14886.1k $7.9m $7.9m 0.01% Added +44.8k +44,802
45 MENORA MIVTACHIM HOLDINGS LTD. 0.03% of their portfolio Ramat Gan, L3 83,77783.8k $7.7m $7.7m 0.03% Unchanged
46 PFG Advisors 0.38% of their portfolio Phoenix, AZ 81,68981.7k $7.5m $7.5m 0.38% Added +11.9k +11,911
47 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 78,84778.8k $7.3m $7.3m 0.06% Added +78.1k +78,058
48 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 78,35278.4k $7.2m $7.2m 0.04% Added +74.2k +74,178
49 Rehmann Capital Advisory Group 0.33% of their portfolio LANSING, MI 77,93177.9k $7.2m $7.2m 0.33% Added +11.6k +11,572
50 Saxony Capital Management, LLC 3.27% of their portfolio ST. LOUIS, MO 77,53877.5k $7.1m $7.1m 3.27% Added +12.7k +12,650
51 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 77,09577.1k $7.1m $7.1m 0.04% Added +31.3k +31,346
52 Walkner Condon Financial Advisors LLC 0.79% of their portfolio MADISON, WI 74,49174.5k $6.8m $6.8m 0.79% Added +11.0k +10,967
53 Wayfinding Financial, LLC 2.45% of their portfolio LYNNWOOD, WA 70,31670.3k $6.5m $6.5m 2.45% Reduced -672 -672
54 Robertson Stephens Wealth Management, LLC 0.16% of their portfolio San Francisco, CA 69,25869.3k $6.4m $6.4m 0.16% Added +15.3k +15,309
55 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.73% of their portfolio PITTSBURGH, PA 68,95769.0k $6.3m $6.3m 0.73% Added +8.0k +8,010
56 WESPAC Advisors SoCal, LLC 1.13% of their portfolio Pasadena, CA 68,78868.8k $6.3m $6.3m 1.13% Added +2.5k +2,540
57 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 67,32567.3k $6.2m $6.2m 0.12% New
58 TKG Advisors, LLC 2.12% of their portfolio VALPARAISO, IN 66,21966.2k $6.1m $6.1m 2.12% Added +2.5k +2,521
59 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 60,59660.6k $5.6m $5.6m 0.11% Added +34.8k +34,825
60 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 57,81557.8k $5.3m $5.3m 0.09% Added +24.5k +24,527
61 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 55,49355.5k $5.1m $5.1m 0.00% Unchanged
62 SAGESPRING WEALTH PARTNERS, LLC 0.07% of their portfolio FRANKLIN, TN 52,42852.4k $4.8m $4.8m 0.07% Added +558 +558
63 Central Pacific Bank - Trust Division 0.47% of their portfolio HONOLULU, HI 50,62550.6k $4.7m $4.7m 0.47% New
64 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 50,19850.2k $4.6m $4.6m 0.03% Reduced -37.0k -36,981
65 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 49,48549.5k $4.6m $4.6m 0.10% Added +8.5k +8,458
66 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 48,95949.0k $4.5m $4.5m 0.04% Added +23.2k +23,167
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 47,72447.7k $4.5m $4.5m 0.01% Added +3.3k +3,342
68 WESPAC Advisors, LLC 2.09% of their portfolio ORINDA, CA 46,52846.5k $4.3m $4.3m 2.09% Reduced -8.1k -8,093
69 CREATIVE FINANCIAL DESIGNS INC /ADV 0.20% of their portfolio KOKOMO, IN 45,14745.1k $4.2m $4.2m 0.20% Added +102 +102
70 G&S Capital LLC 1.20% of their portfolio DENVER, CO 45,00745.0k $4.1m $4.1m 1.20% Added +941 +941
71 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 44,11344.1k $4.1m $4.1m 0.02% New
72 RETIREMENT GUYS FORMULA LLC 1.52% of their portfolio MAUMEE, OH 43,84243.8k $4.0m $4.0m 1.52% Added +770 +770
73 Nikulski Financial, Inc. 0.87% of their portfolio BETTENDORF, IA 43,67243.7k $4.0m $4.0m 0.87% Added +2.7k +2,724
74 Base Wealth Management LLC 1.85% of their portfolio LAKEWOOD RANCH, FL 43,30443.3k $4.0m $4.0m 1.85% Added +399 +399
75 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 42,95943.0k $4.0m $4.0m 0.00% Added +17.5k +17,483
76 Cardinal Strategic Wealth Guidance 0.83% of their portfolio LOUISVILLE, KY 39,68739.7k $3.6m $3.6m 0.83% New
77 Comprehensive Financial Planning, Inc./PA 1.94% of their portfolio EAST PETERSBURG, PA 39,55539.6k $3.6m $3.6m 1.94% Added +2.0k +2,039
78 OBSIDIAN CIO, LLC 2.69% of their portfolio NEW YORK, NY 39,33339.3k $3.6m $3.6m 2.69% Reduced -750 -750
79 Emerald Advisors, LLC 0.43% of their portfolio BELLEVUE, WA 37,22537.2k $3.4m $3.4m 0.43% Added +6.6k +6,573
80 BENJAMIN EDWARDS INC 0.03% of their portfolio Clayton, MO 36,67936.7k $3.4m $3.4m 0.03% Added +414 +414
81 KINGSWOOD WEALTH ADVISORS, LLC 0.13% of their portfolio SAN DIEGO, CA 34,48434.5k $3.2m $3.2m 0.13% Added +1.1k +1,091
82 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 33,30033.3k $3.1m $3.1m 0.02% Reduced -955 -955
83 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 31,70631.7k $2.9m $2.9m 0.06% New
84 Sigma Planning Corp 0.07% of their portfolio ANN ARBOR, MI 28,87628.9k $2.7m $2.7m 0.07% Added +171 +171
85 Delta Investment Management, LLC 0.42% of their portfolio SAN FRANCISCO, CA 27,99528.0k $2.6m $2.6m 0.42% Reduced -2.1k -2,091
86 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 27,62527.6k $2.5m $2.5m 0.01% Added +10.1k +10,116
87 Arax Advisory Partners 0.02% of their portfolio NEW YORK, NY 27,55627.6k $2.5m $2.5m 0.02% New
88 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 27,24027.2k $2.5m $2.5m 0.01% New
89 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 26,54726.5k $2.4m $2.4m 0.00% Reduced -15.9k -15,861
90 Mariner, LLC 0.00% of their portfolio Overland Park, KS 26,06526.1k $2.4m $2.4m 0.00% Reduced -200 -200
91 Focus Financial Network, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 23,50723.5k $2.2m $2.2m 0.07% Added +117 +117
92 Gladstone Institutional Advisory LLC 0.07% of their portfolio Bedminster, NJ 23,17923.2k $2.1m $2.1m 0.07% Added +3.5k +3,529
93 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,41522.4k $2.1m $2.1m 0.01% Added +15.7k +15,673
94 Boyer Financial Services, Inc. 1.73% of their portfolio NEWPORT BEACH, CA 22,23522.2k $2.1m $2.1m 1.73% New
95 Kaizen Financial Strategies 0.79% of their portfolio CAMPBELL, CA 21,96022.0k $2.0m $2.0m 0.79% Added +5.0k +4,968
96 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 21,09021.1k $1.9m $1.9m 0.03% Added +4.3k +4,332
97 Paradigm, Strategies in Wealth Management, LLC 1.11% of their portfolio Maple Grove, MN 19,83419.8k $1.8m $1.8m 1.11% Added +13.1k +13,130
98 Evernest Financial Advisors, LLC 0.38% of their portfolio CARMEL, IN 19,62519.6k $1.8m $1.8m 0.38% Added +5.7k +5,715
99 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 19,40619.4k $1.8m $1.8m 0.05% Reduced -41.3k -41,319
100 Belpointe Asset Management LLC 0.05% of their portfolio RENO, NV 17,84517.8k $1.6m $1.6m 0.05% New