Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

95 institutional holders +14 vs Q1 2024
25,320,16025.3m shares reported held*
$1.4bnreported value*
18 new 36 added 20 reduced 5 sold out net bought ≈ $28.4m (+501.0k 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 ≈ $56.64.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 34Q4 22: 40Q1 23: 41Q2 23: 45Q3 23: 52Q4 23: 66Q1 24: 81Q2 24: 9595Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202234
Q4 202240
Q1 202341
Q2 202345
Q3 202352
Q4 202366
Q1 202481
Q2 202495

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 17 bought or addedQ4 22: 17 cut or sold outQ4 22Q1 23: 20 bought or addedQ1 23: 17 cut or sold outQ2 23: 23 bought or addedQ2 23: 15 cut or sold outQ2 23Q3 23: 28 bought or addedQ3 23: 12 cut or sold outQ4 23: 37 bought or addedQ4 23: 19 cut or sold outQ4 23Q1 24: 53 bought or addedQ1 24: 23 cut or sold outQ2 24: 54 bought or addedQ2 24: 25 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20221717
Q1 20232017
Q2 20232315
Q3 20232812
Q4 20233719
Q1 20245323
Q2 20245425

Biggest buyers

CGC Financial Services, LLC New +320,336+320.3k
LPL Financial LLC Added +158,402+158.4k
Choice Wealth Advisors LLC New +145,089+145.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +116,830+116.8k
FLYNN ZITO CAPITAL MANAGEMENT, LLC New +113,595+113.6k
OSAIC HOLDINGS, INC. Added +78,468+78.5k
CWM, LLC Added +65,828+65.8k
Cetera Investment Advisers Added +46,704+46.7k
JANE STREET GROUP, LLC New +39,577+39.6k
Ameritas Advisory Services, LLC New +38,500+38.5k

Biggest sellers

JPMORGAN CHASE & CO Reduced -575,272-575.3k
CITADEL ADVISORS LLC Sold out -85,188-85.2k
Destiny Wealth Partners, LLC Reduced -55,073-55.1k
WJ Wealth Management, LLC Sold out -47,612-47.6k
MORGAN STANLEY Reduced -42,776-42.8k
Leo Wealth, LLC Reduced -38,533-38.5k
FLOW TRADERS U.S. LLC Sold out -14,025-14.0k
Systelligence, LLC Reduced -13,586-13.6k
Redhawk Wealth Advisors, Inc. Reduced -9,449-9.4k
ROCKLAND TRUST CO Reduced -7,887-7.9k

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
FMR LLC 13G · institution +1.6 pts · filed 2026-08-06 8.3% +1.6 pts 3.1m≈ $241.0m 2026-08-06

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 21,359,12621.4m $1.2bn $1.2bn 0.05% Reduced -575.3k -575,272
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 823,727823.7k $46.7m $46.7m 0.02% Added +158.4k +158,402
3 CGC Financial Services, LLC 7.88% of their portfolio LAKE OSWEGO, OR 320,336320.3k $18.1m $18.1m 7.88% New
4 Wagner Wealth Management, LLC 4.88% of their portfolio GREENVILLE, SC 288,124288.1k $16.3m $16.3m 4.88% Reduced -5.1k -5,141
5 CWM, LLC 0.06% of their portfolio OMAHA, NE 222,178222.2k $12.6m $12.6m 0.06% Added +65.8k +65,828
6 Systelligence, LLC 2.97% of their portfolio BLOOMINGTON, MN 196,878196.9k $11.2m $11.2m 2.97% Reduced -13.6k -13,586
7 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 180,282180.3k $10.2m $10.2m 0.02% Added +78.5k +78,468
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 153,904153.9k $8.7m $8.7m 0.01% Added +116.8k +116,830
9 Choice Wealth Advisors LLC 4.36% of their portfolio WATERVILLE, ME 145,089145.1k $8.2m $8.2m 4.36% New
10 Stewardship Advisors, LLC 2.14% of their portfolio MOUNT JOY, PA 114,088114.1k $6.5m $6.5m 2.14% Added +15.0k +14,953
11 FLYNN ZITO CAPITAL MANAGEMENT, LLC 3.29% of their portfolio GARDEN CITY, NY 113,595113.6k $6.4m $6.4m 3.29% New
12 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 86,80386.8k $4.9m $4.9m 0.01% Added +46.7k +46,704
13 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 70,97771.0k $4.0m $4.0m 0.01% Added +19.4k +19,449
14 CREATIVE FINANCIAL DESIGNS INC /ADV 0.32% of their portfolio KOKOMO, IN 63,23163.2k $3.6m $3.6m 0.32% Added +2.7k +2,744
15 Triad Wealth Partners, LLC 1.85% of their portfolio LAWRENCE, KS 62,27062.3k $3.5m $3.5m 1.85% Added +9.8k +9,768
16 Lakeridge Wealth Management LLC 2.12% of their portfolio MENTOR, OH 62,18762.2k $3.5m $3.5m 2.12% Added +2.4k +2,380
17 WEST MICHIGAN ADVISORS, LLC 1.10% of their portfolio HOLLAND, MI 61,23961.2k $3.5m $3.5m 1.10% Reduced -1.1k -1,085
18 Destiny Wealth Partners, LLC 0.61% of their portfolio TAVARES, FL 60,25260.3k $3.4m $3.4m 0.61% Reduced -55.1k -55,073
19 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 52,99353.0k $3.0m $3.0m 0.00% Added +11.7k +11,714
20 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 47,49647.5k $2.7m $2.7m 0.02% Added +1.2k +1,162
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 44,40144.4k $2.5m $2.5m 0.00% Added +733 +733
22 PCG Wealth Advisors, LLC 0.99% of their portfolio OVERLAND PARK, KS 40,35240.4k $2.3m $2.3m 0.99% Added +7.2k +7,205
23 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 39,57739.6k $2.2m $2.2m 0.00% New
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 39,57039.6k $2.2m $2.2m 0.00% Added +11.5k +11,459
25 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 38,50038.5k $2.2m $2.2m 0.08% New
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 38,16138.2k $2.2m $2.2m 0.00% New
27 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.12% of their portfolio BIRMINGHAM, AL 32,97733.0k $1.9m $1.9m 0.12% Added +12.2k +12,240
28 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 32,28432.3k $1.8m $1.8m 0.00% Unchanged
29 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 31,02131.0k $1.8m $1.8m 0.02% Added +1.0k +1,031
30 ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 0.58% of their portfolio New Cumberland, PA 30,85030.9k $1.7m $1.7m 0.58% Added +5.9k +5,865
31 BENJAMIN F. EDWARDS & COMPANY, INC. 0.03% of their portfolio ST. LOUIS, MO 29,21629.2k $1.7m $1.7m 0.03% Reduced -200 -200
32 Ruggaard & Associates LLC 0.74% of their portfolio HUDSON, OH 28,14428.1k $1.6m $1.6m 0.74% Added +424 +424
33 Visionary Wealth Advisors 0.10% of their portfolio O'FALLON, IL 26,18826.2k $1.5m $1.5m 0.10% Added +13.4k +13,439
34 Redhawk Wealth Advisors, Inc. 0.20% of their portfolio MINNEAPOLIS, MN 23,62623.6k $1.3m $1.3m 0.20% Reduced -9.4k -9,449
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 23,10123.1k $1.3m $1.3m 0.00% Added +19.9k +19,926
36 ASHTON THOMAS SECURITIES, LLC 0.28% of their portfolio ROCHESTER, NY 20,83920.8k $1.2m $1.2m 0.28% First filing
37 ROCKLAND TRUST CO 0.05% of their portfolio HANOVER, MA 17,40417.4k $985.8k $985.8k 0.05% Reduced -7.9k -7,887
38 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 16,99917.0k $962.8k $962.8k 0.01% Added +981 +981
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,55616.6k $937.8k $937.8k 0.00% Added +9.7k +9,696
40 Leo Wealth, LLC 0.09% of their portfolio HURST, TX 15,49815.5k $869.6k $869.6k 0.09% Reduced -38.5k -38,533
41 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 15,25915.3k $864.0k $864.0k 0.00% Added +5.5k +5,469
42 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 15,07715.1k $854.0k $854.0k 0.08% New
43 Wells Trecaso Financial Group, LLC 0.29% of their portfolio AKRON, OH 14,62514.6k $828.4k $828.4k 0.29% Added +3.1k +3,074
44 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 14,24214.2k $806.7k $806.7k 0.01% Added +5.5k +5,457
45 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 13,59113.6k $769.8k $769.8k 0.02% Added +3.0k +2,977
46 Bond & Devick Financial Network, Inc. 0.33% of their portfolio ST. LOUIS PARK, MN 10,73610.7k $608.1k $608.1k 0.33% Added +113 +113
47 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 10,49010.5k $594.1k $594.1k 0.02% Reduced -1.2k -1,218
48 Summit Wealth Partners, LLC 0.12% of their portfolio Orlando, FL 10,14210.1k $574.4k $574.4k 0.12% New
49 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,9229.9k $562.0k $562.0k 0.00% Reduced -689 -689
50 Trademark Financial Management, LLC 0.42% of their portfolio Bloomington, MN 9,1659.2k $519.1k $519.1k 0.42% Reduced -2.2k -2,247
51 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 9,1449.1k $518.0k $518.0k 0.00% Added +2.7k +2,709
52 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,1359.1k $517.4k $517.4k 0.00% Added +5.5k +5,457
53 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 8,9819.0k $508.7k $508.7k 0.00% New
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,8698.9k $502.3k $502.3k 0.00% Added +8.8k +8,833
55 SFG Wealth Management, LLC. 0.26% of their portfolio TOWSON, MD 8,1558.2k $461.9k $461.9k 0.26% Reduced -84 -84
56 O'Dell Group, LLC 0.10% of their portfolio CINCINNATI, OH 7,1287.1k $417.2k $417.2k 0.10% Unchanged
57 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 6,7096.7k $380.0k $380.0k 0.01% Added +1.7k +1,737
58 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 6,4576.5k $365.7k $365.7k 0.04% Added +1.4k +1,364
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,6435.6k $319.6k $319.6k 0.00% Added +3.1k +3,055
60 MN Wealth Advisors, LLC 0.17% of their portfolio OVERLAND PARK, KS 5,0735.1k $287.3k $287.3k 0.17% New
61 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,9484.9k $280.0k $280.0k 0.00% New
62 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 4,1334.1k $234.1k $234.1k 0.02% New
63 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 4,0964.1k $232.0k $232.0k 0.01% New
64 Northwest Capital Management Inc 0.08% of their portfolio Lake Oswego, OR 3,9253.9k $222.3k $222.3k 0.08% Unchanged
65 Ascent Group, LLC 0.02% of their portfolio VIRGINIA BEACH, VA 3,9063.9k $221.2k $221.2k 0.02% New
66 Breakwater Capital Group 0.05% of their portfolio PARAMUS, NJ 3,7603.8k $213.0k $213.0k 0.05% Unchanged
67 LMCG INVESTMENTS, LLC 0.01% of their portfolio BOSTON, MA 3,6283.6k $205.5k $205.5k 0.01% Unchanged
68 SPINNAKER TRUST 0.01% of their portfolio PORTLAND, ME 3,5543.6k $201.3k $201.3k 0.01% Unchanged
69 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 3,4183.4k $193.6k $193.6k 0.01% Reduced -372 -372
70 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,5032.5k $141.8k $141.8k 0.00% Reduced -42.8k -42,776
71 Glass Jacobson Investment Advisors llc 0.04% of their portfolio OWINGS MILLS, MD 2,1002.1k $118.9k $118.9k 0.04% Unchanged
72 Aspire Wealth Management Corp 0.06% of their portfolio WALTHAM, MA 1,9742.0k $111.8k $111.8k 0.06% Reduced -25 -25
73 HAZLETT, BURT & WATSON, INC. 0.05% of their portfolio WHEELING, WV 1,7601.8k $99.0k $99.0k 0.05% Added +760 +760
74 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,5351.5k $86.2k $86.2k 0.00% Unchanged
75 Center for Financial Planning, Inc. 0.01% of their portfolio SOUTHFIED, MI 1,2231.2k $69.3k $69.3k 0.01% Unchanged
76 COMERICA BANK 0.00% of their portfolio DALLAS, TX 824824 $46.7k $46.7k 0.00% Reduced -26 -26
77 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 770770 $43.6k $43.6k 0.00% Reduced -700 -700
78 Householder Group Estate & Retirement Specialist, LLC 0.01% of their portfolio SCOTTSDALE, AZ 676676 $38.0k $38.0k 0.01% Unchanged
79 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 667667 $37.8k $37.8k 0.00% Reduced -229 -229
80 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 518518 $29.3k $29.3k 0.00% Reduced -1.6k -1,593
81 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 469469 $26.6k $26.6k 0.00% Added +341 +341
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 361361 $20.4k $20.4k 0.00% Unchanged
83 Strategic Investment Solutions, Inc. /IL 0.00% of their portfolio ORLAND PARK, IL 216216 $13.1k $13.1k 0.00% First filing
84 Unique Wealth Strategies, LLC 0.00% of their portfolio BURR RIDGE, IL 170170 $9.9k $9.9k 0.00% New
85 MeadowBrook Investment Advisors LLC 0.01% of their portfolio Livonia, MI 141141 $8.0k $8.0k 0.01% Unchanged
86 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 5050 $2.8k $2.8k 0.00% New
87 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 4949 $3.0k $3.0k 0.00% Unchanged
88 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4949 $2.7k $2.7k 0.00% New
89 FMR LLC 0.00% of their portfolio BOSTON, MA 4343 $2.4k $2.4k 0.00% Unchanged
90 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 4141 $2.3k $2.3k 0.00% Unchanged
91 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 3838 $2.2k $2.2k 0.00% New
92 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 1717 $963 $963 0.00% Unchanged
93 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 1515 $860 $860 0.00% Unchanged
94 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 11 $50 $50 0.00% Unchanged
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $8 $8 0.00% Unchanged