Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

151 institutional holders +3 vs Q4 2024
22,645,77222.6m shares reported held*
$1.3bnreported value*
22 new 72 added 33 reduced 19 sold out net bought ≈ $165.0m (+2.9m 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 ≈ $56.04.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 34Q4 22: 40Q1 23: 41Q2 23: 45Q3 23: 52Q4 23: 66Q1 24: 81Q2 24: 95Q3 24: 113Q4 24: 148Q1 25: 151151Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202234
Q4 202240
Q1 202341
Q2 202345
Q3 202352
Q4 202366
Q1 202481
Q2 202495
Q3 2024113
Q4 2024148
Q1 2025151

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 23 bought or addedQ2 23: 15 cut or sold outQ3 23: 28 bought or addedQ3 23: 12 cut or sold outQ3 23Q4 23: 37 bought or addedQ4 23: 19 cut or sold outQ1 24: 53 bought or addedQ1 24: 23 cut or sold outQ1 24Q2 24: 54 bought or addedQ2 24: 25 cut or sold outQ3 24: 77 bought or addedQ3 24: 18 cut or sold outQ3 24Q4 24: 96 bought or addedQ4 24: 30 cut or sold outQ1 25: 94 bought or addedQ1 25: 52 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232315
Q3 20232812
Q4 20233719
Q1 20245323
Q2 20245425
Q3 20247718
Q4 20249630
Q1 20259452

Biggest buyers

Crestwood Advisors Group, LLC New +1,136,446+1.1m
GREAT VALLEY ADVISOR GROUP, INC. New +690,688+690.7k
Cetera Investment Advisers Added +278,712+278.7k
Meridian Financial Partners LLC New +261,978+262.0k
LPL Financial LLC Added +221,099+221.1k
RAYMOND JAMES FINANCIAL INC Added +185,164+185.2k
Schwallier Wealth Management LLC New +95,487+95.5k
JONES FINANCIAL COMPANIES LLLP Added +88,966+89.0k
Tradition Wealth Management, LLC New +88,812+88.8k
Bond & Devick Financial Network, Inc. Added +82,198+82.2k

Biggest sellers

Redhawk Wealth Advisors, Inc. Reduced -143,396-143.4k
Independent Advisor Alliance Sold out -130,880-130.9k
CITIGROUP INC Sold out -125,000-125.0k
JPMORGAN CHASE & CO Reduced -120,586-120.6k
VALICENTI ADVISORY SERVICES INC Sold out -115,864-115.9k
Syntegra Private Wealth Group, LLC Reduced -64,154-64.2k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -48,820-48.8k
Vienna Asset Management LLC Reduced -35,051-35.1k
Leo Wealth, LLC Sold out -21,399-21.4k
Advisory Resource Group Reduced -18,564-18.6k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 10,502,04510.5m $587.9m $587.9m 0.04% Reduced -120.6k -120,586
2 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,749,3011.7m $97.9m $97.9m 0.04% Added +221.1k +221,099
3 Crestwood Advisors Group, LLC 1.21% of their portfolio BOSTON, MA 1,136,4461.1m $63.6m $63.6m 1.21% New
4 Syntegra Private Wealth Group, LLC 4.95% of their portfolio Chesterfield, MO 755,850755.9k $42.3m $42.3m 4.95% Reduced -64.2k -64,154
5 GREAT VALLEY ADVISOR GROUP, INC. 0.83% of their portfolio WILMINGTON, DE 690,688690.7k $38.7m $38.7m 0.83% New
6 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 534,473534.5k $29.9m $29.9m 0.07% Added +54.2k +54,159
7 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 509,316509.3k $28.5m $28.5m 0.06% Added +278.7k +278,712
8 CWM, LLC 0.10% of their portfolio OMAHA, NE 443,375443.4k $24.8m $24.8m 0.10% Added +25.2k +25,205
9 Total Wealth Planning, LLC 3.40% of their portfolio CINCINNATI, OH 396,884396.9k $22.2m $22.2m 3.40% Added +61.4k +61,373
10 Wagner Wealth Management, LLC 5.10% of their portfolio GREENVILLE, SC 365,501365.5k $20.5m $20.5m 5.10% Added +29.5k +29,539
11 CGC Financial Services, LLC 7.73% of their portfolio LAKE OSWEGO, OR 349,276349.3k $19.6m $19.6m 7.73% Added +8.0k +7,994
12 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 345,822345.8k $19.4m $19.4m 0.01% Added +185.2k +185,164
13 Meridian Financial Partners LLC 7.44% of their portfolio WARRENTON, VA 261,978262.0k $14.7m $14.7m 7.44% New
14 Advisory Resource Group 2.69% of their portfolio Tulsa, OK 236,038236.0k $13.2m $13.2m 2.69% Reduced -18.6k -18,564
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 220,555220.6k $12.3m $12.3m 0.01% Added +26.5k +26,453
16 B & T Capital Management DBA Alpha Capital Management 2.17% of their portfolio AUSTIN, TX 204,176204.2k $11.4m $11.4m 2.17% Added +18.6k +18,586
17 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 203,711203.7k $11.4m $11.4m 0.01% Added +89.0k +88,966
18 Systelligence, LLC 2.61% of their portfolio BLOOMINGTON, MN 194,384194.4k $10.9m $10.9m 2.61% Added +4.8k +4,760
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 174,259174.3k $9.8m $9.8m 0.01% Added +35.6k +35,640
20 Choice Wealth Advisors LLC 4.49% of their portfolio WATERVILLE, ME 153,944153.9k $8.6m $8.6m 4.49% Added +5.6k +5,583
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 149,866149.9k $8.4m $8.4m 0.00% Added +21.4k +21,434
22 Bond & Devick Financial Network, Inc. 2.95% of their portfolio ST. LOUIS PARK, MN 145,081145.1k $8.1m $8.1m 2.95% Added +82.2k +82,198
23 VERUS CAPITAL PARTNERS, LLC 0.79% of their portfolio SCOTTSDALE, AZ 141,706141.7k $7.9m $7.9m 0.79% Added +60.3k +60,312
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 124,297124.3k $7.0m $7.0m 0.00% Added +14.9k +14,880
25 FLYNN ZITO CAPITAL MANAGEMENT, LLC 2.72% of their portfolio GARDEN CITY, NY 105,826105.8k $5.9m $5.9m 2.72% Reduced -12.1k -12,070
26 Schwallier Wealth Management LLC 3.95% of their portfolio GRAND RAPIDS, MI 95,48795.5k $5.3m $5.3m 3.95% New
27 Freedom Financial Partners LLC 2.33% of their portfolio OAKDALE, MN 89,44389.4k $5.0m $5.0m 2.33% Added +5.2k +5,230
28 Tradition Wealth Management, LLC 0.44% of their portfolio EDINA, MN 88,81288.8k $5.0m $5.0m 0.44% New
29 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 85,59785.6k $4.8m $4.8m 0.01% Added +11.7k +11,697
30 CREATIVE FINANCIAL DESIGNS INC /ADV 0.38% of their portfolio KOKOMO, IN 84,91284.9k $4.8m $4.8m 0.38% Added +6.2k +6,245
31 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 83,77783.8k $4.7m $4.7m 0.00% Added +5.4k +5,405
32 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 80,72480.7k $5.8m $5.8m 0.03% Added +17.1k +17,084
33 Lakeridge Wealth Management LLC 2.11% of their portfolio MENTOR, OH 75,38275.4k $4.2m $4.2m 2.11% Added +3.6k +3,644
34 Stewardship Advisors, LLC 1.11% of their portfolio MOUNT JOY, PA 73,38073.4k $4.1m $4.1m 1.11% Added +2.3k +2,347
35 WEST MICHIGAN ADVISORS, LLC 1.27% of their portfolio HOLLAND, MI 68,34668.3k $3.8m $3.8m 1.27% Added +3.2k +3,165
36 Fortitude Financial, LLC 3.59% of their portfolio Spokane, WA 67,24967.2k $3.8m $3.8m 3.59% Added +1.2k +1,240
37 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 65,44065.4k $3.7m $3.7m 0.01% Added +6.4k +6,378
38 Scarborough Advisors, LLC 0.51% of their portfolio ANNAPOLIS, MD 64,53164.5k $3.6m $3.6m 0.51% Added +4.1k +4,064
39 Destiny Wealth Partners, LLC 0.55% of their portfolio TAVARES, FL 62,23962.2k $3.5m $3.5m 0.55% Added +1.7k +1,736
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 61,38161.4k $3.4m $3.4m 0.00% Reduced -14.0k -13,971
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 61,02161.0k $3.4m $3.4m 0.00% New
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 60,02460.0k $3.4m $3.4m 0.00% Added +1.1k +1,114
43 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 58,96959.0k $3.3m $3.3m 0.01% Reduced -2.5k -2,541
44 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 48,39848.4k $2.7m $2.7m 0.01% New
45 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 45,01345.0k $2.5m $2.5m 0.02% Added +4.4k +4,394
46 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 44,46944.5k $2.5m $2.5m 0.00% Added +1.1k +1,104
47 PCG Wealth Advisors, LLC 0.82% of their portfolio OVERLAND PARK, KS 42,16342.2k $2.4m $2.4m 0.82% Reduced -4.0k -4,031
48 Atlas Legacy Advisors, LLC 0.62% of their portfolio LOS ANGELES, CA 42,15942.2k $2.4m $2.4m 0.62% New
49 NWAM LLC 0.20% of their portfolio MERCER ISLAND, WA 40,71140.7k $2.3m $2.3m 0.20% Added +1.4k +1,448
50 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 36,92136.9k $2.1m $2.1m 0.03% Added +3.6k +3,582
51 SMITH, MOORE & CO. 0.18% of their portfolio CLAYTON, MO 35,35435.4k $2.0m $2.0m 0.18% Added +15.5k +15,506
52 ASHTON THOMAS SECURITIES, LLC 0.55% of their portfolio ROCHESTER, NY 35,24335.2k $2.0m $2.0m 0.55% Added +1.7k +1,745
53 Fifth Third Securities, Inc. 0.17% of their portfolio Cincinnati, OH 35,15435.2k $2.0m $2.0m 0.17% Added +12.5k +12,476
54 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 34,02634.0k $1.9m $1.9m 0.01% Added +10.6k +10,634
55 Ruggaard & Associates LLC 0.78% of their portfolio HUDSON, OH 31,84831.8k $1.8m $1.8m 0.78% Added +2.3k +2,300
56 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 30,55330.6k $1.7m $1.7m 0.01% Added +1.7k +1,710
57 Asset Allocation Strategies LLC 0.42% of their portfolio FARMINGTON, MI 30,04830.0k $1.7m $1.7m 0.42% Added +5.3k +5,262
58 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 28,12228.1k $1.6m $1.6m 0.00% Added +540 +540
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,18126.2k $1.5m $1.5m 0.00% New
60 Fermata Advisors, LLC 0.26% of their portfolio SONOMA, CA 25,63925.6k $1.4m $1.4m 0.26% Added +1.2k +1,170
61 Wells Trecaso Financial Group, LLC 0.46% of their portfolio AKRON, OH 24,72324.7k $1.4m $1.4m 0.46% Added +5.7k +5,699
62 Visionary Wealth Advisors 0.08% of their portfolio O'FALLON, IL 24,34424.3k $1.4m $1.4m 0.08% Added +2.1k +2,118
63 Avestar Capital, LLC 0.12% of their portfolio New York, NY 22,83022.8k $1.3m $1.3m 0.12% Reduced -7.8k -7,766
64 Siligmueller & Norvid Wealth Advisors LLC 0.54% of their portfolio GLEN ELLYN, IL 22,80022.8k $1.3m $1.3m 0.54% Reduced -8.8k -8,783
65 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 21,44621.4k $1.2m $1.2m 0.01% Added +3.7k +3,683
66 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 20,48220.5k $1.1m $1.1m 0.03% Added +7.1k +7,129
67 Redhawk Wealth Advisors, Inc. 0.14% of their portfolio MINNEAPOLIS, MN 19,07819.1k $1.1m $1.1m 0.14% Reduced -143.4k -143,396
68 Triumph Capital Management 0.35% of their portfolio DENVER, CO 18,86218.9k $1.1m $1.1m 0.35% Added +965 +965
69 Kendall Capital Management 0.29% of their portfolio ROCKVILLE, MD 17,53517.5k $981.6k $981.6k 0.29% New
70 Legacy Private Trust Co. 0.07% of their portfolio NEENAH, WI 17,18417.2k $962.0k $962.0k 0.07% Added +6.8k +6,830
71 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 15,62615.6k $874.7k $874.7k 0.01% Added +8.1k +8,123
72 Rooted Wealth Advisors, Inc. 0.34% of their portfolio BOURBONNAIS, IL 15,59115.6k $792.6k $792.6k 0.34% Added +1.5k +1,476
73 GREENWOOD CAPITAL ASSOCIATES LLC 0.12% of their portfolio GREENWOOD, SC 15,35015.3k $859.3k $859.3k 0.12% Added +9.9k +9,949
74 Cordgrass Capital Advisors, LLC 0.24% of their portfolio RALEIGH, NC 14,82214.8k $829.7k $829.7k 0.24% Unchanged
75 Total Clarity Wealth Management, Inc. 0.29% of their portfolio ST. CHARLES, IL 14,78214.8k $893.9k $893.9k 0.29% Reduced -142 -142
76 DAYMARK WEALTH PARTNERS, LLC 0.03% of their portfolio CINCINNATI, OH 14,43914.4k $808.3k $808.3k 0.03% New
77 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 13,59613.6k $761.1k $761.1k 0.01% Reduced -6.5k -6,532
78 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 13,09013.1k $732.8k $732.8k 0.00% Added +1.4k +1,351
79 COZAD ASSET MANAGEMENT INC 0.06% of their portfolio CHAMPAIGN, IL 11,55811.6k $647.0k $647.0k 0.06% Reduced -1.3k -1,254
80 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,49111.5k $643.2k $643.2k 0.01% Reduced -4.2k -4,217
81 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 11,38911.4k $634.7k $634.7k 0.01% New
82 Summit Wealth Partners, LLC 0.13% of their portfolio Orlando, FL 11,21011.2k $627.5k $627.5k 0.13% Reduced -483 -483
83 IFG Advisory, LLC 0.03% of their portfolio ATLANTA, GA 10,77810.8k $603.3k $603.3k 0.03% Added +532 +532
84 ROCKLAND TRUST CO 0.03% of their portfolio HANOVER, MA 10,21210.2k $571.7k $571.7k 0.03% Reduced -1.2k -1,243
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,95910.0k $557.5k $557.5k 0.00% Reduced -1.1k -1,143
86 Triad Wealth Partners, LLC 0.17% of their portfolio LAWRENCE, KS 9,7479.7k $545.7k $545.7k 0.17% Reduced -12.4k -12,441
87 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 9,7049.7k $543.2k $543.2k 0.04% Added +1.1k +1,058
88 Modus Advisors, LLC 0.17% of their portfolio EXCELSIOR, MN 9,3499.3k $523.3k $523.3k 0.17% Added +569 +569
89 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,1049.1k $509.6k $509.6k 0.00% Unchanged
90 PAX Financial Group, LLC 0.09% of their portfolio SAN ANTONIO, TX 8,7368.7k $489.1k $489.1k 0.09% Added +1.6k +1,601
91 Arete Wealth Advisors, LLC 0.04% of their portfolio CHICAGO, IL 8,7358.7k $489.0k $489.0k 0.04% Reduced -591 -591
92 Balance Wealth Partners LLC 0.31% of their portfolio WORTHINGTON, OH 8,4258.4k $471.6k $471.6k 0.31% First filing
93 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 7,9508.0k $445.0k $445.0k 0.02% Reduced -8.0k -7,950
94 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,4867.5k $419.0k $419.0k 0.00% Added +532 +532
95 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,1947.2k $402.7k $402.7k 0.00% Reduced -199 -199
96 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 7,1127.1k $398.0k $398.0k 0.02% New
97 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,8826.9k $385.3k $385.3k 0.00% Reduced -2.5k -2,497
98 Elios Financial Group Inc. 0.18% of their portfolio WESTLAKE, OH 6,5176.5k $364.8k $364.8k 0.18% Reduced -276 -276
99 Strategic Financial Concepts, LLC 0.07% of their portfolio SAN ANTONIO, TX 6,4216.4k $359.5k $359.5k 0.07% Added +865 +865
100 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 5,9616.0k $333.7k $333.7k 0.02% Reduced -892 -892