Vault-13

J P MORGAN EXCHANGE TRADED F JPEF

EQUITY FOCUS ETF · ETP · CUSIP 46654Q781

122 institutional holders -4 vs Q1 2026
14,051,35114.1m shares reported held*
$1.1bnreported value*
13 new 47 added 43 reduced 14 sold out net bought ≈ $31.8m (+400.1k 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 ≈ $80.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 23: 18Q4 23: 27Q1 24: 41Q2 24: 54Q3 24: 63Q4 24: 95Q1 25: 105Q2 25: 109Q3 25: 118Q4 25: 124Q1 26: 126Q2 26: 122122Q3 23Q2 24Q1 25Q4 25Q2 26
Numbers
QuarterHolders
Q3 202318
Q4 202327
Q1 202441
Q2 202454
Q3 202463
Q4 202495
Q1 2025105
Q2 2025109
Q3 2025118
Q4 2025124
Q1 2026126
Q2 2026122

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 49 bought or addedQ3 24: 9 cut or sold outQ4 24: 72 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 72 bought or addedQ1 25: 28 cut or sold outQ2 25: 64 bought or addedQ2 25: 32 cut or sold outQ2 25Q3 25: 50 bought or addedQ3 25: 48 cut or sold outQ4 25: 68 bought or addedQ4 25: 41 cut or sold outQ4 25Q1 26: 58 bought or addedQ1 26: 62 cut or sold outQ2 26: 60 bought or addedQ2 26: 57 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024499
Q4 20247214
Q1 20257228
Q2 20256432
Q3 20255048
Q4 20256841
Q1 20265862
Q2 20266057

Biggest buyers

Cetera Investment Advisers Added +268,650+268.6k
Avantax Planning Partners, Inc. Added +136,287+136.3k
LPL Financial LLC Added +117,029+117.0k
Evergreen Wealth Partners LLC New +81,434+81.4k
Private Advisor Group, LLC Added +74,554+74.6k
MAGNOLIA CAPITAL ADVISORS LLC Added +63,182+63.2k
Cambridge Investment Research Advisors, Inc. Added +56,693+56.7k
WELLS FARGO & COMPANY/MN Added +50,144+50.1k
JONES FINANCIAL COMPANIES LLLP Added +35,081+35.1k
Kestra Advisory Services, LLC Added +30,630+30.6k

Biggest sellers

Beaumont Financial Advisors, LLC Reduced -107,786-107.8k
RAYMOND JAMES FINANCIAL INC Reduced -102,586-102.6k
Mariner, LLC Sold out -67,659-67.7k
MML INVESTORS SERVICES, LLC Reduced -55,487-55.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -50,797-50.8k
IFP Advisors, Inc Reduced -43,470-43.5k
HRT FINANCIAL LP Sold out -37,295-37.3k
NOVEM GROUP Reduced -33,288-33.3k
MONECO ADVISORS, LLC Reduced -28,867-28.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -24,828-24.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Avantax Planning Partners, Inc. 3.85% of their portfolio DUBUQUE, IA 1,924,1201.9m $154.6m $154.6m 3.85% Added +136.3k +136,287
2 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,823,2801.8m $146.5m $146.5m 0.04% Reduced -102.6k -102,586
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,432,3781.4m $115.1m $115.1m 0.03% Added +117.0k +117,029
4 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,343,8831.3m $108.0m $108.0m 0.10% Added +268.6k +268,650
5 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 617,646617.6k $49.6m $49.6m 0.10% Reduced -55.5k -55,487
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 600,496600.5k $48.2m $48.2m 0.00% Added +155 +155
7 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 563,226563.2k $45.2m $45.2m 0.06% Added +6.9k +6,930
8 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 552,306552.3k $43.5m $43.5m 0.02% Added +35.1k +35,081
9 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 438,377438.4k $35.2m $35.2m 0.04% Reduced -12.6k -12,592
10 Stratos Wealth Partners, LTD. 0.29% of their portfolio BEACHWOOD, OH 360,268360.3k $28.9m $28.9m 0.29% Added +10.3k +10,284
11 Leverty Financial Group, LLC 5.40% of their portfolio HUDSON, WI 345,623345.6k $27.8m $27.8m 5.40% Added +6.4k +6,407
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 298,799298.8k $24.0m $24.0m 0.00% Added +50.1k +50,144
13 Beaumont Financial Advisors, LLC 1.46% of their portfolio NEEDHAM, MA 285,193285.2k $22.9m $22.9m 1.46% Reduced -107.8k -107,786
14 Balance Wealth Partners LLC 5.86% of their portfolio WORTHINGTON, OH 274,373274.4k $22.0m $22.0m 5.86% Added +5.9k +5,925
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 236,466236.5k $19.0m $19.0m 0.00% Reduced -23.1k -23,060
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 226,959227.0k $18.1m $18.1m 0.00% Added +13.2k +13,194
17 MONECO ADVISORS, LLC 0.93% of their portfolio FAIRFIELD, CT 190,357190.4k $15.3m $15.3m 0.93% Reduced -28.9k -28,867
18 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 140,979141.0k $11.3m $11.3m 0.04% Added +30.6k +30,630
19 COZAD ASSET MANAGEMENT INC 0.69% of their portfolio CHAMPAIGN, IL 133,507133.5k $10.7m $10.7m 0.69% Reduced -5.7k -5,710
20 NOVEM GROUP 1.05% of their portfolio Rochester, NY 128,961129.0k $10.4m $10.4m 1.05% Reduced -33.3k -33,288
21 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 127,692127.7k $10.3m $10.3m 0.01% Added +56.7k +56,693
22 AlphaCore Capital LLC 0.19% of their portfolio LA JOLLA, CA 124,528124.5k $10.0m $10.0m 0.19% Reduced -6.1k -6,134
23 MAGNOLIA CAPITAL ADVISORS LLC 1.68% of their portfolio RIDGELAND, MS 121,565121.6k $9.8m $9.8m 1.68% Added +63.2k +63,182
24 Crestwood Advisors Group, LLC 0.14% of their portfolio BOSTON, MA 119,383119.4k $9.6m $9.6m 0.14% Added +20.4k +20,356
25 LEVEL FOUR ADVISORY SERVICES, LLC 0.23% of their portfolio DALLAS, TX 100,760100.8k $8.1m $8.1m 0.23% Added +691 +691
26 DAVENPORT & Co LLC 0.04% of their portfolio RICHMOND, VA 98,69398.7k $7.9m $7.9m 0.04% Added +9.0k +9,002
27 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 91,93091.9k $7.4m $7.4m 0.09% Added +14.9k +14,945
28 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 85,10785.1k $6.8m $6.8m 0.03% Added +74.6k +74,554
29 Evergreen Wealth Partners LLC 3.93% of their portfolio KALISPELL, MT 81,43481.4k $6.5m $6.5m 3.93% New
30 MBL Wealth, LLC 0.41% of their portfolio CHARLOTTE, NC 75,07775.1k $6.0m $6.0m 0.41% Added +435 +435
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 71,94171.9k $5.8m $5.8m 0.00% Reduced -50.8k -50,797
32 CASTLE WEALTH MANAGEMENT LLC 1.64% of their portfolio BOYNTON BEACH, FL 68,72068.7k $5.5m $5.5m 1.64% Reduced -1.2k -1,182
33 Investment Planning Advisors, Inc. 1.23% of their portfolio CUMMING, GA 65,99366.0k $5.3m $5.3m 1.23% Added +420 +420
34 CARY STREET PARTNERS FINANCIAL LLC 0.11% of their portfolio RICHMOND, VA 63,77663.8k $5.1m $5.1m 0.11% Added +1.8k +1,816
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 55,31455.3k $4.4m $4.4m 0.00% Reduced -24.8k -24,828
36 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 40,64740.6k $3.3m $3.3m 0.02% Reduced -5.4k -5,408
37 FLAGSHIP WEALTH ADVISORS, LLC 0.68% of their portfolio WAKEFIELD, MA 37,56937.6k $3.0m $3.0m 0.68% Added +248 +248
38 D L CARLSON INVESTMENT GROUP INC 0.48% of their portfolio CONCORD, NH 37,26037.3k $3.0m $3.0m 0.48% Added +452 +452
39 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 35,36135.4k $2.8m $2.8m 0.05% Reduced -1.5k -1,538
40 THOROUGHBRED FINANCIAL SERVICES, LLC 0.13% of their portfolio BRENTWOOD, TN 33,60033.6k $2.7m $2.7m 0.13% Reduced -7.4k -7,422
41 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 30,80230.8k $2.5m $2.5m 0.00% Reduced -20.7k -20,747
42 Herold Advisors, Inc. 0.43% of their portfolio New York, NY 27,18827.2k $2.2m $2.2m 0.43% Added +6.2k +6,223
43 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 23,24723.2k $1.9m $1.9m 0.01% Reduced -8.4k -8,419
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,89021.9k $1.8m $1.8m 0.00% Reduced -7.5k -7,516
45 Ignite Planners, LLC 0.24% of their portfolio SAN CLEMENTE, CA 21,77921.8k $1.7m $1.7m 0.24% Reduced -310 -310
46 CORA CAPITAL ADVISORS LLC 0.48% of their portfolio MARLTON, NJ 21,42921.4k $1.7m $1.7m 0.48% Added +4.5k +4,459
47 Medallion Wealth Advisors, LLC 0.47% of their portfolio FARMINGTON, CT 20,70420.7k $1.5m $1.5m 0.47% Added +9.8k +9,758
48 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 19,29719.3k $1.6m $1.6m 0.09% Reduced -17.0k -16,973
49 First Citizens Financial Corp 0.64% of their portfolio MASON CITY, IA 19,05319.1k $1.5m $1.5m 0.64% Added +1.6k +1,610
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,49918.5k $1.5m $1.5m 0.00% Reduced -18.4k -18,405
51 Mayflower Financial Advisors, LLC 0.12% of their portfolio BOSTON, MA 17,54817.5k $1.4m $1.4m 0.12% Reduced -635 -635
52 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 17,26917.3k $1.4m $1.4m 0.00% New
53 SFG Wealth Management, LLC. 0.46% of their portfolio TOWSON, MD 15,86615.9k $1.3m $1.3m 0.46% Unchanged
54 Southland Equity Partners LLC 0.22% of their portfolio WILDWOOD, MO 15,42015.4k $1.2m $1.2m 0.22% Added +445 +445
55 Capital Advisors, Ltd. LLC 0.12% of their portfolio SHAKER HEIGHTS, OH 15,09015.1k $1.2m $1.2m 0.12% Added +63 +63
56 Morangie Management LLC 0.99% of their portfolio New York, NY 14,77514.8k $1.2m $1.2m 0.99% Reduced -245 -245
57 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 13,21713.2k $949.1k $949.1k 0.02% Unchanged
58 Prosperity Financial Group, Inc. 0.32% of their portfolio San Ramon, CA 12,70212.7k $1.0m $1.0m 0.32% Added +99 +99
59 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,44612.4k $999.8k $999.8k 0.01% Added +1.2k +1,172
60 Capital Advisors Wealth Management, LLC 0.11% of their portfolio YAKIMA, WA 12,16212.2k $977.0k $977.0k 0.11% Reduced -214 -214
61 5T Wealth, LLC 0.36% of their portfolio Napa, CA 12,09212.1k $971.4k $971.4k 0.36% Reduced -754 -754
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,09611.1k $891.3k $891.3k 0.00% Added +622 +622
63 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 10,13410.1k $813.7k $813.7k 0.00% Unchanged
64 National Philanthropic Trust 0.01% of their portfolio Jenkintown, PA 9,8759.9k $793.3k $793.3k 0.01% New
65 SMITH SHELLNUT WILSON LLC /ADV 0.28% of their portfolio Ridgeland, MS 9,4509.4k $759.1k $759.1k 0.28% Added +1.7k +1,729
66 KING LUTHER CAPITAL MANAGEMENT CORP 0.00% of their portfolio FORT WORTH, TX 9,0009.0k $723.0k $723.0k 0.00% Reduced -1.3k -1,275
67 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 8,8638.9k $712.0k $712.0k 0.00% Added +1.6k +1,646
68 Friday Financial 0.18% of their portfolio DUBUQUE, IA 8,3228.3k $669.0k $669.0k 0.18% New
69 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,2818.3k $665.2k $665.2k 0.00% Added +898 +898
70 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 7,9828.0k $641.2k $641.2k 0.01% New
71 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 7,1447.1k $573.9k $573.9k 0.02% Reduced -81 -81
72 Atlas Private Wealth Advisors 0.12% of their portfolio RED BANK, NJ 7,1007.1k $570.3k $570.3k 0.12% Added +135 +135
73 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 6,7796.8k $544.6k $544.6k 0.01% Reduced -542 -542
74 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 6,7006.7k $538.2k $538.2k 0.00% Added +6.6k +6,579
75 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 6,3026.3k $506.3k $506.3k 0.01% Reduced -1.0k -1,005
76 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,1066.1k $490.5k $490.5k 0.01% Reduced -43.5k -43,470
77 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 5,7685.8k $463.3k $463.3k 0.00% Reduced -2.5k -2,505
78 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 5,3145.3k $426.9k $426.9k 0.01% Added +4.1k +4,127
79 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 4,9735.0k $399.5k $399.5k 0.02% Unchanged
80 FMR LLC 0.00% of their portfolio BOSTON, MA 4,6014.6k $369.6k $369.6k 0.00% Added +4.2k +4,165
81 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.03% of their portfolio ALAMO, CA 4,5334.5k $364.1k $364.1k 0.03% Reduced -30 -30
82 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.04% of their portfolio WEST HARTFORD, CT 4,3574.4k $350.0k $350.0k 0.04% Unchanged
83 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,2644.3k $342.5k $342.5k 0.00% Reduced -1.6k -1,565
84 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 4,2484.2k $341.2k $341.2k 0.00% Unchanged
85 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 3,8553.9k $309.7k $309.7k 0.00% Reduced -1 -1
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 3,8543.9k $309.6k $309.6k 0.00% Unchanged
87 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 3,5703.6k $286.8k $286.8k 0.01% New
88 WNY Asset Management, LLC 0.02% of their portfolio Williamsville, NY 3,4433.4k $276.6k $276.6k 0.02% Reduced -97 -97
89 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 3,2833.3k $263.7k $263.7k 0.01% Unchanged
90 PARSONS CAPITAL MANAGEMENT INC/RI 0.01% of their portfolio PROVIDENCE, RI 3,2823.3k $263.6k $263.6k 0.01% Reduced -52 -52
91 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,2533.3k $261.3k $261.3k 0.00% New
92 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 3,1373.1k $252.0k $252.0k 0.00% New
93 NORTHLAND SECURITIES, INC. 0.14% of their portfolio MINNEAPOLIS, MN 3,0483.0k $244.8k $244.8k 0.14% Reduced -76 -76
94 HBK Sorce Advisory LLC 0.00% of their portfolio ERIE, PA 2,9993.0k $247.3k $247.3k 0.00% Added +181 +181
95 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 2,6992.7k $216.8k $216.8k 0.01% New
96 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 2,6682.7k $214.3k $214.3k 0.00% Reduced -547 -547
97 GoalVest Advisory LLC 0.04% of their portfolio New York, NY 2,6582.7k $213.5k $213.5k 0.04% Reduced -641 -641
98 GENTRY PRIVATE WEALTH, LLC 0.11% of their portfolio WICHITA, KS 2,6582.7k $213.5k $213.5k 0.11% Reduced -641 -641
99 KINGSWOOD WEALTH ADVISORS, LLC 0.01% of their portfolio SAN DIEGO, CA 2,6042.6k $209.2k $209.2k 0.01% New
100 Pasadena Private Wealth, LLC 0.03% of their portfolio PASADENA, CA 2,6002.6k $208.9k $208.9k 0.03% New