Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

148 institutional holders +35 vs Q3 2024
19,694,87719.7m shares reported held*
$1.2bnreported value*
34 new 62 added 24 reduced 6 sold out net sold ≈ $491.5m (-8.1m 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 ≈ $60.48.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 34Q4 22: 40Q1 23: 41Q2 23: 45Q3 23: 52Q4 23: 66Q1 24: 81Q2 24: 95Q3 24: 113Q4 24: 148148Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202234
Q4 202240
Q1 202341
Q2 202345
Q3 202352
Q4 202366
Q1 202481
Q2 202495
Q3 2024113
Q4 2024148

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 77 bought or addedQ3 24: 18 cut or sold outQ4 24: 96 bought or addedQ4 24: 30 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232017
Q2 20232315
Q3 20232812
Q4 20233719
Q1 20245323
Q2 20245425
Q3 20247718
Q4 20249630

Biggest buyers

LPL Financial LLC Added +427,626+427.6k
Total Wealth Planning, LLC New +335,511+335.5k
OSAIC HOLDINGS, INC. Added +264,473+264.5k
B & T Capital Management DBA Alpha Capital Management New +185,590+185.6k
Independent Advisor Alliance New +130,880+130.9k
CITIGROUP INC New +125,000+125.0k
VALICENTI ADVISORY SERVICES INC New +115,864+115.9k
Cetera Investment Advisers Added +74,365+74.4k
JONES FINANCIAL COMPANIES LLLP Added +73,599+73.6k
CWM, LLC Added +71,346+71.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -10,771,489-10.8m
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC Sold out -33,911-33.9k
Triad Wealth Partners, LLC Reduced -23,026-23.0k
Systelligence, LLC Reduced -16,102-16.1k
Ameritas Advisory Services, LLC Reduced -12,038-12.0k
Trademark Financial Management, LLC Sold out -7,512-7.5k
US BANCORP \DE\ Reduced -4,702-4.7k
Ascent Group, LLC Sold out -3,778-3.8k
LMCG INVESTMENTS, LLC Sold out -3,628-3.6k
Thrivent Financial for Lutherans Reduced -2,334-2.3k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 10,622,63110.6m $642.4m $642.4m 0.05% Reduced -10.8m -10,771,489
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,528,2021.5m $92.4m $92.4m 0.04% Added +427.6k +427,626
3 Syntegra Private Wealth Group, LLC 5.60% of their portfolio Chesterfield, MO 820,004820.0k $49.6m $49.6m 5.60% Added +19.3k +19,327
4 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 480,314480.3k $29.1m $29.1m 0.07% Added +264.5k +264,473
5 CWM, LLC 0.10% of their portfolio OMAHA, NE 418,170418.2k $25.3m $25.3m 0.10% Added +71.3k +71,346
6 CGC Financial Services, LLC 8.22% of their portfolio LAKE OSWEGO, OR 341,282341.3k $20.6m $20.6m 8.22% Added +14.2k +14,227
7 Wagner Wealth Management, LLC 5.24% of their portfolio GREENVILLE, SC 335,962336.0k $20.3m $20.3m 5.24% Added +24.9k +24,874
8 Total Wealth Planning, LLC 3.16% of their portfolio CINCINNATI, OH 335,511335.5k $20.3m $20.3m 3.16% New
9 Advisory Resource Group 3.27% of their portfolio Tulsa, OK 254,602254.6k $15.4m $15.4m 3.27% Added +9.3k +9,285
10 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 230,604230.6k $13.9m $13.9m 0.03% Added +74.4k +74,365
11 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 194,102194.1k $11.7m $11.7m 0.01% Added +7.0k +6,957
12 Systelligence, LLC 2.83% of their portfolio BLOOMINGTON, MN 189,624189.6k $11.5m $11.5m 2.83% Reduced -16.1k -16,102
13 B & T Capital Management DBA Alpha Capital Management 2.06% of their portfolio AUSTIN, TX 185,590185.6k $11.2m $11.2m 2.06% New
14 Redhawk Wealth Advisors, Inc. 1.33% of their portfolio MINNEAPOLIS, MN 162,474162.5k $9.8m $9.8m 1.33% Added +63.5k +63,538
15 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 160,658160.7k $9.7m $9.7m 0.00% First filing
16 Choice Wealth Advisors LLC 4.58% of their portfolio WATERVILLE, ME 148,361148.4k $9.0m $9.0m 4.58% Reduced -1.0k -1,031
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 138,619138.6k $8.4m $8.4m 0.01% Added +8.8k +8,829
18 Independent Advisor Alliance 0.10% of their portfolio CHARLOTTE, NC 130,880130.9k $7.9m $7.9m 0.10% New
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 128,432128.4k $7.8m $7.8m 0.00% Added +48.4k +48,416
20 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 125,000125.0k $7.6m $7.6m 0.01% New
21 FLYNN ZITO CAPITAL MANAGEMENT, LLC 3.32% of their portfolio GARDEN CITY, NY 117,896117.9k $7.1m $7.1m 3.32% Added +4.0k +3,963
22 VALICENTI ADVISORY SERVICES INC 1.74% of their portfolio ELMIRA, NY 115,864115.9k $7.0m $7.0m 1.74% New
23 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 114,745114.7k $6.9m $6.9m 0.01% Added +73.6k +73,599
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 109,417109.4k $6.6m $6.6m 0.00% Added +20.1k +20,060
25 Freedom Financial Partners LLC 2.46% of their portfolio OAKDALE, MN 84,21384.2k $5.1m $5.1m 2.46% First filing
26 VERUS CAPITAL PARTNERS, LLC 0.47% of their portfolio SCOTTSDALE, AZ 81,39481.4k $4.9m $4.9m 0.47% Added +36.7k +36,725
27 CREATIVE FINANCIAL DESIGNS INC /ADV 0.39% of their portfolio KOKOMO, IN 78,66778.7k $4.8m $4.8m 0.39% Added +8.4k +8,380
28 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 78,37278.4k $4.7m $4.7m 0.00% Added +17.1k +17,145
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,35275.4k $4.6m $4.6m 0.00% Added +9.8k +9,845
30 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 73,90073.9k $4.5m $4.5m 0.01% Added +51.1k +51,057
31 Lakeridge Wealth Management LLC 2.24% of their portfolio MENTOR, OH 71,73871.7k $4.3m $4.3m 2.24% Added +8.0k +8,025
32 Stewardship Advisors, LLC 1.19% of their portfolio MOUNT JOY, PA 71,03371.0k $4.3m $4.3m 1.19% Reduced -65 -65
33 Fortitude Financial, LLC 2.23% of their portfolio Spokane, WA 66,00966.0k $4.0m $4.0m 2.23% First filing
34 WEST MICHIGAN ADVISORS, LLC 1.19% of their portfolio HOLLAND, MI 65,18165.2k $3.9m $3.9m 1.19% Added +2.7k +2,672
35 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 63,64063.6k $3.8m $3.8m 0.02% Added +13.6k +13,611
36 Bond & Devick Financial Network, Inc. 1.64% of their portfolio ST. LOUIS PARK, MN 62,88362.9k $3.8m $3.8m 1.64% Unchanged
37 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 61,51061.5k $3.7m $3.7m 0.01% Added +26.3k +26,312
38 Destiny Wealth Partners, LLC 0.60% of their portfolio TAVARES, FL 60,50360.5k $3.7m $3.7m 0.60% Added +176 +176
39 Scarborough Advisors, LLC 0.52% of their portfolio ANNAPOLIS, MD 60,46760.5k $3.7m $3.7m 0.52% New
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 59,06259.1k $3.6m $3.6m 0.01% New
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 58,91058.9k $3.6m $3.6m 0.00% New
42 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.18% of their portfolio BIRMINGHAM, AL 48,82048.8k $3.1m $3.1m 0.18% Added +7.3k +7,288
43 PCG Wealth Advisors, LLC 1.03% of their portfolio OVERLAND PARK, KS 46,19446.2k $2.8m $2.8m 1.03% Added +2.1k +2,091
44 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 43,36543.4k $2.6m $2.6m 0.00% New
45 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 40,61940.6k $2.5m $2.5m 0.02% Added +7.6k +7,592
46 Vienna Asset Management LLC 1.61% of their portfolio SARATOGA, CA 39,28639.3k $2.4m $2.4m 1.61% New
47 NWAM LLC 0.15% of their portfolio MERCER ISLAND, WA 39,26339.3k $2.4m $2.4m 0.15% Added +3.6k +3,637
48 ASHTON THOMAS SECURITIES, LLC 0.56% of their portfolio ROCHESTER, NY 33,49833.5k $2.0m $2.0m 0.56% Added +1.6k +1,598
49 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 33,33933.3k $2.0m $2.0m 0.04% Added +19.4k +19,394
50 Siligmueller & Norvid Wealth Advisors LLC 0.81% of their portfolio GLEN ELLYN, IL 31,58331.6k $1.9m $1.9m 0.81% First filing
51 Avestar Capital, LLC 0.17% of their portfolio New York, NY 30,59630.6k $1.9m $1.9m 0.17% New
52 Ruggaard & Associates LLC 0.78% of their portfolio HUDSON, OH 29,54829.5k $1.8m $1.8m 0.78% Reduced -627 -627
53 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 28,84328.8k $1.7m $1.7m 0.01% Added +7.7k +7,737
54 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 27,58227.6k $1.7m $1.7m 0.00% Reduced -4.7k -4,702
55 Asset Allocation Strategies LLC 0.36% of their portfolio FARMINGTON, MI 24,78624.8k $1.5m $1.5m 0.36% Added +4.1k +4,097
56 Fermata Advisors, LLC 0.28% of their portfolio SONOMA, CA 24,46924.5k $1.5m $1.5m 0.28% New
57 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 23,39223.4k $1.4m $1.4m 0.01% New
58 Fifth Third Securities, Inc. 0.12% of their portfolio Cincinnati, OH 22,67822.7k $1.4m $1.4m 0.12% Added +7.3k +7,274
59 Visionary Wealth Advisors 0.08% of their portfolio O'FALLON, IL 22,22622.2k $1.3m $1.3m 0.08% Added +601 +601
60 Triad Wealth Partners, LLC 0.48% of their portfolio LAWRENCE, KS 22,18822.2k $1.3m $1.3m 0.48% Reduced -23.0k -23,026
61 Leo Wealth, LLC 0.12% of their portfolio HURST, TX 21,39921.4k $1.3m $1.3m 0.12% Added +4.4k +4,352
62 BENJAMIN EDWARDS INC 0.02% of their portfolio Clayton, MO 20,12820.1k $1.2m $1.2m 0.02% Reduced -2.2k -2,250
63 SMITH, MOORE & CO. 0.11% of their portfolio CLAYTON, MO 19,84819.8k $1.2m $1.2m 0.11% New
64 Wells Trecaso Financial Group, LLC 0.38% of their portfolio AKRON, OH 19,02419.0k $1.2m $1.2m 0.38% Added +2.8k +2,805
65 Triumph Capital Management 0.37% of their portfolio DENVER, CO 17,89717.9k $1.1m $1.1m 0.37% Added +2.2k +2,222
66 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,76317.8k $1.1m $1.1m 0.01% Added +1.3k +1,286
67 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 15,90015.9k $961.5k $961.5k 0.04% Reduced -12 -12
68 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 15,70815.7k $949.8k $949.8k 0.01% Added +1.3k +1,340
69 Total Clarity Wealth Management, Inc. 0.29% of their portfolio ST. CHARLES, IL 14,92414.9k $902.5k $902.5k 0.29% New
70 Cordgrass Capital Advisors, LLC 0.26% of their portfolio RALEIGH, NC 14,82214.8k $896.3k $896.3k 0.26% New
71 Rooted Wealth Advisors, Inc. 0.33% of their portfolio BOURBONNAIS, IL 14,11514.1k $855.0k $855.0k 0.33% Added +1.4k +1,408
72 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 13,35313.4k $807.5k $807.5k 0.02% Added +3.2k +3,237
73 COZAD ASSET MANAGEMENT INC 0.07% of their portfolio CHAMPAIGN, IL 12,81212.8k $774.7k $774.7k 0.07% Added +3.5k +3,457
74 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 11,73911.7k $709.8k $709.8k 0.00% Added +1.3k +1,278
75 Summit Wealth Partners, LLC 0.15% of their portfolio Orlando, FL 11,69311.7k $707.1k $707.1k 0.15% Reduced -713 -713
76 ROCKLAND TRUST CO 0.04% of their portfolio HANOVER, MA 11,45511.5k $692.7k $692.7k 0.04% Reduced -1.4k -1,365
77 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,10211.1k $671.3k $671.3k 0.00% Reduced -767 -767
78 Legacy Private Trust Co. 0.04% of their portfolio NEENAH, WI 10,35410.4k $626.1k $626.1k 0.04% New
79 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 10,24610.2k $619.5k $619.5k 0.04% New
80 SFG Wealth Management, LLC. 0.32% of their portfolio TOWSON, MD 10,15210.2k $613.9k $613.9k 0.32% Added +2.0k +2,045
81 Bluesphere Advisors LLC 0.30% of their portfolio EAST NORRITON, PA 10,06310.1k $608.5k $608.5k 0.30% Added +2.7k +2,711
82 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,3799.4k $567.1k $567.1k 0.00% Reduced -543 -543
83 Arete Wealth Advisors, LLC 0.04% of their portfolio CHICAGO, IL 9,3269.3k $565.0k $565.0k 0.04% Added +2.8k +2,833
84 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,1049.1k $550.5k $550.5k 0.00% Reduced -332 -332
85 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 9,0859.1k $549.4k $549.4k 0.01% New
86 Modus Advisors, LLC 0.17% of their portfolio EXCELSIOR, MN 8,7808.8k $530.9k $530.9k 0.17% Added +5.5k +5,464
87 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 8,6468.6k $522.8k $522.8k 0.03% New
88 O'Dell Group, LLC 0.10% of their portfolio CINCINNATI, OH 7,6837.7k $464.6k $464.6k 0.10% Added +72 +72
89 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,5037.5k $453.7k $453.7k 0.01% Reduced -98 -98
90 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,3937.4k $447.0k $447.0k 0.00% New
91 PAX Financial Group, LLC 0.08% of their portfolio SAN ANTONIO, TX 7,1357.1k $431.5k $431.5k 0.08% Reduced -251 -251
92 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,9547.0k $421.0k $421.0k 0.00% Added +1.2k +1,225
93 Cornerstone Wealth Management, LLC 0.03% of their portfolio ST. PETERS, MO 6,8536.9k $414.4k $414.4k 0.03% Added +1.6k +1,585
94 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,8396.8k $414.0k $414.0k 0.00% Reduced -2.3k -2,334
95 Elios Financial Group Inc. 0.19% of their portfolio WESTLAKE, OH 6,7936.8k $410.8k $410.8k 0.19% Added +26 +26
96 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 5,7705.8k $348.9k $348.9k 0.01% Reduced -12.0k -12,038
97 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 5,5815.6k $337.5k $337.5k 0.03% Reduced -876 -876
98 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,5785.6k $337.3k $337.3k 0.01% New
99 MN Wealth Advisors, LLC 0.19% of their portfolio OVERLAND PARK, KS 5,5575.6k $336.0k $336.0k 0.19% Added +114 +114
100 Strategic Financial Concepts, LLC 0.06% of their portfolio SAN ANTONIO, TX 5,5565.6k $336.0k $336.0k 0.06% New