Vault-13

J P MORGAN EXCHANGE TRADED F JPLD

JPMORGAM LTD DUR · ETP · CUSIP 46654Q773

162 institutional holders +16 vs Q1 2026
63,558,33963.6m shares reported held*
$3.3bnreported value*
35 new 71 added 37 reduced 18 sold out net bought ≈ $142.7m (+2.7m 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. Holder counts are more reliable. Implied quarter-end price ≈ $52.20.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 23: 36Q4 23: 37Q1 24: 47Q2 24: 46Q3 24: 62Q4 24: 76Q1 25: 80Q2 25: 95Q3 25: 98Q4 25: 124Q1 26: 146Q2 26: 162162Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 202336
Q4 202337
Q1 202447
Q2 202446
Q3 202462
Q4 202476
Q1 202580
Q2 202595
Q3 202598
Q4 2025124
Q1 2026146
Q2 2026162

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 41 bought or addedQ3 24: 17 cut or sold outQ4 24: 40 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 58 bought or addedQ1 25: 20 cut or sold outQ2 25: 63 bought or addedQ2 25: 26 cut or sold outQ2 25Q3 25: 71 bought or addedQ3 25: 27 cut or sold outQ4 25: 86 bought or addedQ4 25: 30 cut or sold outQ4 25Q1 26: 106 bought or addedQ1 26: 37 cut or sold outQ2 26: 106 bought or addedQ2 26: 55 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244117
Q4 20244024
Q1 20255820
Q2 20256326
Q3 20257127
Q4 20258630
Q1 202610637
Q2 202610655

Biggest buyers

FMR LLC Added +2,396,655+2.4m
Wealthquest Corp New +696,093+696.1k
M&T Bank Corp Added +453,265+453.3k
Scott Capital Advisors, LLC Added +282,602+282.6k
Spinnaker Investment Group, LLC New +269,007+269.0k
Per Stirling Capital Management, LLC. New +263,352+263.4k
MBM WEALTH CONSULTANTS, LLC Added +174,314+174.3k
Kraft, Davis & Associates, LLC Added +131,605+131.6k
KINTRA WEALTH, LLC New +98,702+98.7k
WBH ADVISORY INC New +85,565+85.6k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,403,125-1.4m
Allspring Global Investments Holdings, LLC Reduced -875,686-875.7k
JANE STREET GROUP, LLC Sold out -233,532-233.5k
Boulder Wealth Advisors, LLC Sold out -189,278-189.3k
LPL Financial LLC Reduced -114,434-114.4k
CAPTRUST FINANCIAL ADVISORS Reduced -57,434-57.4k
Janney Montgomery Scott LLC Reduced -46,202-46.2k
FLOW TRADERS U.S. LLC Sold out -41,080-41.1k
Bulwark Capital Corp Reduced -39,327-39.3k
Whipplewood Advisors, LLC Reduced -34,616-34.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.13% of their portfolio NEW YORK, NY 43,927,25343.9m $2.3bn $2.3bn 0.13% Reduced -1.4m -1,403,125
2 FMR LLC 0.01% of their portfolio BOSTON, MA 2,401,3462.4m $125.3m $125.3m 0.01% Added +2.4m +2,396,655
3 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 1,569,5461.6m $81.9m $81.9m 0.13% Reduced -57.4k -57,434
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,528,0821.5m $79.8m $79.8m 0.00% Added +84.3k +84,277
5 M&T Bank Corp 0.17% of their portfolio BUFFALO, NY 1,114,1551.1m $58.1m $58.1m 0.17% Added +453.3k +453,265
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,040,3721.0m $54.3m $54.3m 0.01% Reduced -114.4k -114,434
7 Schiavi & Co LLC 13.42% of their portfolio WILMINGTON, DE 972,807972.8k $50.8m $50.8m 13.42% Added +77.2k +77,187
8 Composition Wealth, LLC 0.59% of their portfolio LOS ANGELES, CA 970,536970.5k $50.7m $50.7m 0.59% Added +52.2k +52,239
9 UBS Group AG 0.01% of their portfolio ZURICH, V8 908,104908.1k $47.4m $47.4m 0.01% Added +72.9k +72,896
10 Wealthquest Corp 2.29% of their portfolio CINCINNATI, OH 696,093696.1k $36.3m $36.3m 2.29% New
11 MBM WEALTH CONSULTANTS, LLC 5.17% of their portfolio CHESTERFIELD, MO 513,387513.4k $26.8m $26.8m 5.17% Added +174.3k +174,314
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 399,217399.2k $20.8m $20.8m 0.00% Reduced -3.6k -3,600
13 Scott Capital Advisors, LLC 2.63% of their portfolio PORTLAND, OR 321,805321.8k $16.8m $16.8m 2.63% Added +282.6k +282,602
14 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 297,241297.2k $15.5m $15.5m 0.01% Added +40.7k +40,666
15 Essential Planning, LLC. 4.38% of their portfolio PORTSMOUTH, NH 296,964297.0k $15.5m $15.5m 4.38% Added +68.1k +68,107
16 TD Capital Management LLC 1.17% of their portfolio MEMPHIS, TN 273,341273.3k $14.3m $14.3m 1.17% Added +9.6k +9,622
17 Spinnaker Investment Group, LLC 2.25% of their portfolio Newport Beach, CA 269,007269.0k $14.0m $14.0m 2.25% New
18 Per Stirling Capital Management, LLC. 1.31% of their portfolio AUSTIN, TX 263,352263.4k $13.7m $13.7m 1.31% New
19 Intellus Advisors LLC 1.55% of their portfolio NAPLES, FL 244,244244.2k $12.7m $12.7m 1.55% Added +10.8k +10,798
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 235,613235.6k $12.3m $12.3m 0.00% Reduced -2.5k -2,461
21 FMA Wealth Management, LLC 7.80% of their portfolio DUXBURY, MA 233,539233.5k $12.2m $12.2m 7.80% Reduced -4.2k -4,162
22 Stonebridge Financial Group, LLC 0.92% of their portfolio Wormleysburg, PA 231,761231.8k $12.1m $12.1m 0.92% Reduced -19.7k -19,665
23 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 211,649211.6k $11.0m $11.0m 0.01% Added +2.0k +1,993
24 Bulwark Capital Corp 5.78% of their portfolio FERNANDINA BEACH, FL 196,887196.9k $10.3m $10.3m 5.78% Reduced -39.3k -39,327
25 Wealth Advisors of Tampa Bay, LLC 3.07% of their portfolio TAMPA, FL 192,111192.1k $10.0m $10.0m 3.07% Added +7.2k +7,177
26 OakTrust Wealth Advisors, LLC 8.30% of their portfolio WILTON, CT 184,590184.6k $9.6m $9.6m 8.30% Added +19.6k +19,608
27 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 181,890181.9k $9.5m $9.5m 0.04% Added +3.6k +3,647
28 Juno Financial Group LLC 3.29% of their portfolio RICHMOND, VA 177,780177.8k $9.3m $9.3m 3.29% Added +11.3k +11,335
29 Kraft, Davis & Associates, LLC 1.91% of their portfolio St. Louis, MO 175,879175.9k $9.1m $9.1m 1.91% Added +131.6k +131,605
30 DRIVE WEALTH MANAGEMENT, LLC 1.43% of their portfolio LEHI, UT 153,466153.5k $8.0m $8.0m 1.43% Added +18.5k +18,483
31 ANCHOR CAPITAL ADVISORS LLC 0.21% of their portfolio Boston, MA 141,013141.0k $7.4m $7.4m 0.21% Added +3.9k +3,894
32 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 140,347140.3k $7.3m $7.3m 0.01% Added +19.8k +19,797
33 MONECO ADVISORS, LLC 0.44% of their portfolio FAIRFIELD, CT 137,540137.5k $7.2m $7.2m 0.44% Added +30.0k +29,951
34 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 115,846115.8k $6.0m $6.0m 0.01% Reduced -7.8k -7,848
35 Whipplewood Advisors, LLC 4.07% of their portfolio LITTLETON, CO 115,738115.7k $6.0m $6.0m 4.07% Reduced -34.6k -34,616
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 115,505115.5k $6.0m $6.0m 0.01% Added +29.0k +29,039
37 Apella Capital, LLC 0.07% of their portfolio WEST HARTFORD, CT 99,44399.4k $5.2m $5.2m 0.07% Reduced -283 -283
38 KINTRA WEALTH, LLC 0.27% of their portfolio WILLIAMSPORT, PA 98,70298.7k $5.1m $5.1m 0.27% New
39 Bleakley Financial Group, LLC 0.06% of their portfolio PARSIPPANY, NJ 93,77593.8k $4.9m $4.9m 0.06% Reduced -2.6k -2,565
40 Sunrise Financial Services, LLC 2.91% of their portfolio BURIEN, WA 93,75593.8k $4.9m $4.9m 2.91% Added +8.0k +8,021
41 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 86,51686.5k $4.5m $4.5m 0.02% Added +286 +286
42 WBH ADVISORY INC 0.30% of their portfolio BALTIMORE, MD 85,56585.6k $4.5m $4.5m 0.30% New
43 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 83,63683.6k $4.4m $4.4m 0.02% Added +2.9k +2,854
44 Members Advisory Group LLC 1.19% of their portfolio WILLIAMSVILLE, NY 81,39881.4k $4.2m $4.2m 1.19% Reduced -3.3k -3,295
45 Turning Point Benefit Group, Inc. 1.72% of their portfolio FREDERICK, MD 76,80676.8k $4.0m $4.0m 1.72% New
46 Grey Ledge Advisors, LLC 0.79% of their portfolio GUILFORD, CT 75,72075.7k $4.0m $4.0m 0.79% Added +5.2k +5,237
47 Diversified Portfolios, Inc. 0.23% of their portfolio Bloomfield Hills, MI 59,89359.9k $3.1m $3.1m 0.23% Added +3.9k +3,886
48 Wealthcare Advisory Partners LLC 0.06% of their portfolio WEST CHESTER, PA 57,90357.9k $3.0m $3.0m 0.06% Reduced -8.6k -8,623
49 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 56,39156.4k $2.9m $2.9m 0.02% Reduced -24.2k -24,158
50 Nautilus Advisors LLC 1.72% of their portfolio La Jolla, CA 56,02056.0k $2.9m $2.9m 1.72% Reduced -5.5k -5,471
51 Ascent Group, LLC 0.09% of their portfolio VIRGINIA BEACH, VA 54,98255.0k $2.9m $2.9m 0.09% Added +24.2k +24,160
52 Insight Wealth Partners, LLC 0.37% of their portfolio Plano, TX 53,26853.3k $2.8m $2.8m 0.37% New
53 FLAGSHIP HARBOR ADVISORS, LLC 0.11% of their portfolio BOSTON, MA 53,25753.3k $2.8m $2.8m 0.11% New
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 51,96052.0k $2.7m $2.7m 0.00% Added +29.1k +29,119
55 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 48,68948.7k $2.5m $2.5m 0.04% Added +12.1k +12,088
56 Rossby Financial, LCC 0.46% of their portfolio MELBOURNE, FL 48,56848.6k $2.5m $2.5m 0.46% Added +19.8k +19,829
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 47,83547.8k $2.5m $2.5m 0.00% Added +7.6k +7,583
58 WINEBRENNER CAPITAL MANAGEMENT LLC 1.44% of their portfolio LOUISVILLE, KY 45,34545.3k $2.4m $2.4m 1.44% Reduced -62 -62
59 Cedarwood Wealth LLC 1.72% of their portfolio HIGHLANDS RANCH, CO 43,63043.6k $2.3m $2.3m 1.72% New
60 Savvy Advisors, Inc. 0.05% of their portfolio NEW YORK, NY 42,56442.6k $2.2m $2.2m 0.05% Added +4.7k +4,684
61 NICOLET BANKSHARES INC 0.07% of their portfolio GREEN BAY, WI 41,83341.8k $2.2m $2.2m 0.07% Reduced -1.9k -1,857
62 KANE INVESTMENT MANAGEMENT, INC. 0.92% of their portfolio LOS GATOS, CA 41,22641.2k $2.2m $2.2m 0.92% Added +4.9k +4,913
63 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 40,80840.8k $2.1m $2.1m 0.00% Added +9.2k +9,165
64 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 36,06736.1k $1.9m $1.9m 0.01% Added +3.1k +3,102
65 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 35,93135.9k $1.9m $1.9m 0.00% Added +14.0k +13,963
66 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 35,21635.2k $1.8m $1.8m 0.01% Reduced -409 -409
67 Capital Group Private Client Services, Inc. 0.02% of their portfolio Los Angeles, CA 30,51730.5k $1.6m $1.6m 0.02% Added +320 +320
68 BFSG, LLC 0.13% of their portfolio IRVINE, CA 28,85628.9k $1.5m $1.5m 0.13% Added +25.1k +25,085
69 IRON Financial LLC 0.56% of their portfolio NORTHBROOK, IL 26,20226.2k $1.4m $1.4m 0.56% Added +368 +368
70 First Commonwealth Financial Corp /PA/ 0.19% of their portfolio Indiana, PA 25,77525.8k $1.3m $1.3m 0.19% Reduced -25.0k -25,040
71 Saiph Capital, LLC 0.39% of their portfolio WYCKOFF, NJ 24,66824.7k $1.3m $1.3m 0.39% Added +36 +36
72 TCP Asset Management, LLC 0.14% of their portfolio Upper Arlington, OH 24,15124.2k $1.3m $1.3m 0.14% Reduced -16.9k -16,894
73 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 23,92423.9k $1.2m $1.2m 0.00% Reduced -46.2k -46,202
74 HAZLETT, BURT & WATSON, INC. 0.32% of their portfolio WHEELING, WV 22,96023.0k $1.2m $1.2m 0.32% Added +4.6k +4,558
75 Accretive Wealth Partners, LLC 0.27% of their portfolio PARSIPPANY, NJ 21,44121.4k $1.1m $1.1m 0.27% Reduced -3.4k -3,372
76 PRAIRIEVIEW WEALTH PARTNERS, LLC 0.82% of their portfolio FRANKFORT, IL 21,11521.1k $1.1m $1.1m 0.82% Added +3.8k +3,768
77 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 20,60020.6k $1.1m $1.1m 0.00% Added +3.4k +3,402
78 WCG Wealth Advisors LLC 0.02% of their portfolio LAS VEGAS, NV 19,24619.2k $1.0m $1.0m 0.02% Added +186 +186
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,50018.5k $965.5k $965.5k 0.00% Reduced -403 -403
80 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 18,07818.1k $943.5k $943.5k 0.00% Unchanged
81 PROTECTIVE LIFE CORP 6.64% of their portfolio BIRMINGHAM, AL 17,81317.8k $929.7k $929.7k 6.64% Reduced -10.6k -10,615
82 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 16,72516.7k $872.9k $872.9k 0.01% Added +8.0k +7,995
83 KWB Wealth 0.07% of their portfolio REDLANDS, CA 16,64316.6k $868.6k $868.6k 0.07% Added +4.5k +4,500
84 Galvin, Gaustad & Stein, LLC 0.06% of their portfolio Scottsdale, AZ 16,47016.5k $859.6k $859.6k 0.06% New
85 WJ Wealth Management, LLC 0.33% of their portfolio GLENDALE, AZ 16,08916.1k $839.7k $839.7k 0.33% Reduced -1.2k -1,182
86 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 15,41415.4k $804.5k $804.5k 0.01% New
87 Valor Advisors LLC 0.59% of their portfolio MIAMI, FL 15,23215.2k $795.0k $795.0k 0.59% Reduced -7.6k -7,616
88 BlueStem Wealth Partners, LLC 0.08% of their portfolio MINNETONKA, MN 15,05915.1k $785.9k $785.9k 0.08% Added +3.2k +3,250
89 Vawter Financial, Ltd. 0.26% of their portfolio COLUMBUS, OH 12,99113.0k $678.0k $678.0k 0.26% Added +94 +94
90 PRIVATE TRUST CO NA 0.05% of their portfolio CLEVELAND, OH 12,52612.5k $653.7k $653.7k 0.05% Unchanged
91 Cedar Mountain Advisors, LLC 0.11% of their portfolio LAKE OSWEGO, OR 12,26712.3k $640.2k $640.2k 0.11% Added +11.3k +11,316
92 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 10,80610.8k $564.0k $564.0k 0.00% New
93 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 10,51010.5k $548.5k $548.5k 0.00% Added +734 +734
94 Lakeside Advisors, INC. 0.34% of their portfolio SEATTLE, WA 10,50010.5k $548.0k $548.0k 0.34% New
95 Cloud Capital Management, LLC 0.20% of their portfolio SEATTLE, WA 10,45410.5k $545.0k $545.0k 0.20% Reduced -20 -20
96 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 10,37010.4k $541.2k $541.2k 0.02% New
97 Cottage Street Advisors LLC 0.20% of their portfolio MARION, MA 10,02710.0k $523.3k $523.3k 0.20% New
98 Trellis Wealth Advisors LLC 0.18% of their portfolio San Luis Obispo, CA 9,8419.8k $513.6k $513.6k 0.18% New
99 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 9,7469.7k $508.7k $508.7k 0.01% Added +528 +528
100 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,4519.5k $493.0k $493.0k 0.00% Added +1.2k +1,218