Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

151 institutional holders +6 vs Q2 2025
34,182,45334.2m shares reported held*
$2.2bnreported value*
18 new 66 added 48 reduced 10 sold out net bought ≈ $685.6m (+10.8m 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 ≈ $63.43.

Trends to Q3 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: 151Q2 25: 145Q3 25: 151151Q3 22Q2 23Q1 24Q4 24Q3 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
Q2 2025145
Q3 2025151

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 87 bought or addedQ2 25: 62 cut or sold outQ3 25: 84 bought or addedQ3 25: 58 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233719
Q1 20245323
Q2 20245425
Q3 20247718
Q4 20249630
Q1 20259452
Q2 20258762
Q3 20258458

Biggest buyers

JPMORGAN CHASE & CO Added +10,559,510+10.6m
Bank of New York Mellon Corp New +359,712+359.7k
Capital Advisors Wealth Management, LLC Added +197,250+197.2k
VERUS CAPITAL PARTNERS, LLC Added +98,720+98.7k
Crestwood Advisors Group, LLC Added +75,929+75.9k
WealthPlan Investment Management, LLC Added +54,050+54.0k
RAYMOND JAMES FINANCIAL INC Added +40,452+40.5k
PCG Wealth Advisors, LLC New +40,155+40.2k
JONES FINANCIAL COMPANIES LLLP Added +38,088+38.1k
Total Wealth Planning, LLC Added +32,663+32.7k

Biggest sellers

LPL Financial LLC Reduced -159,386-159.4k
ROYAL BANK OF CANADA Reduced -150,699-150.7k
OSAIC HOLDINGS, INC. Reduced -103,838-103.8k
Systelligence, LLC Sold out -80,142-80.1k
CITADEL ADVISORS LLC Reduced -61,047-61.0k
Freedom Financial Partners LLC Reduced -55,324-55.3k
Advisory Resource Group Reduced -43,269-43.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -38,311-38.3k
CGC Financial Services, LLC Reduced -32,867-32.9k
WEST MICHIGAN ADVISORS, LLC Reduced -32,394-32.4k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 21,072,16421.1m $1.3bn $1.3bn 0.04% Added +10.6m +10,559,510
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,817,0471.8m $115.3m $115.3m 0.03% Reduced -159.4k -159,386
3 Crestwood Advisors Group, LLC 1.01% of their portfolio BOSTON, MA 935,867935.9k $59.4m $59.4m 1.01% Added +75.9k +75,929
4 GREAT VALLEY ADVISOR GROUP, INC. 1.09% of their portfolio WILMINGTON, DE 854,787854.8k $54.2m $54.2m 1.09% Added +9.0k +9,035
5 Syntegra Private Wealth Group, LLC 4.90% of their portfolio Chesterfield, MO 819,349819.3k $52.0m $52.0m 4.90% Added +19.4k +19,366
6 Cetera Investment Advisers 0.04% of their portfolio SCHAUMBURG, IL 550,870550.9k $34.9m $34.9m 0.04% Reduced -29.0k -28,990
7 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 481,078481.1k $30.2m $30.2m 0.04% Reduced -103.8k -103,838
8 Total Wealth Planning, LLC 3.49% of their portfolio CINCINNATI, OH 475,078475.1k $30.1m $30.1m 3.49% Added +32.7k +32,663
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 449,211449.2k $28.5m $28.5m 0.01% Added +40.5k +40,452
10 CWM, LLC 0.08% of their portfolio OMAHA, NE 432,695432.7k $27.4m $27.4m 0.08% Reduced -31.3k -31,296
11 Wagner Wealth Management, LLC 5.78% of their portfolio GREENVILLE, SC 392,621392.6k $24.9m $24.9m 5.78% Added +5.1k +5,100
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 359,712359.7k $22.8m $22.8m 0.00% New
13 CGC Financial Services, LLC 5.87% of their portfolio LAKE OSWEGO, OR 335,783335.8k $21.3m $21.3m 5.87% Reduced -32.9k -32,867
14 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 326,344326.3k $20.7m $20.7m 0.01% Added +38.1k +38,088
15 Meridian Financial Partners LLC 8.08% of their portfolio WARRENTON, VA 304,985305.0k $19.5m $19.5m 8.08% Added +19.9k +19,920
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 251,604251.6k $16.0m $16.0m 0.01% Reduced -7.1k -7,078
17 Advisory Resource Group 2.77% of their portfolio Tulsa, OK 243,414243.4k $15.4m $15.4m 2.77% Reduced -43.3k -43,269
18 VERUS CAPITAL PARTNERS, LLC 1.14% of their portfolio SCOTTSDALE, AZ 230,866230.9k $14.6m $14.6m 1.14% Added +98.7k +98,720
19 Capital Advisors Wealth Management, LLC 1.83% of their portfolio YAKIMA, WA 202,383202.4k $12.8m $12.8m 1.83% Added +197.2k +197,250
20 B & T Capital Management DBA Alpha Capital Management 2.03% of their portfolio AUSTIN, TX 202,076202.1k $12.8m $12.8m 2.03% Added +4.9k +4,867
21 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 198,960199.0k $12.6m $12.6m 0.02% Reduced -12.0k -12,020
22 Bond & Devick Financial Network, Inc. 3.19% of their portfolio ST. LOUIS PARK, MN 167,126167.1k $10.6m $10.6m 3.19% Added +12.9k +12,878
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 161,159161.2k $10.2m $10.2m 0.00% Reduced -150.7k -150,699
24 Choice Wealth Advisors LLC 4.28% of their portfolio WATERVILLE, ME 157,394157.4k $10.0m $10.0m 4.28% Added +807 +807
25 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 150,987151.0k $9.6m $9.6m 0.00% Added +10.8k +10,811
26 FLYNN ZITO CAPITAL MANAGEMENT, LLC 2.97% of their portfolio GARDEN CITY, NY 126,657126.7k $8.0m $8.0m 2.97% Added +18.3k +18,306
27 Schwallier Wealth Management LLC 4.63% of their portfolio GRAND RAPIDS, MI 116,895116.9k $7.4m $7.4m 4.63% Reduced -3.6k -3,575
28 Tradition Wealth Management, LLC 0.53% of their portfolio EDINA, MN 113,990114.0k $7.2m $7.2m 0.53% Added +15.8k +15,758
29 Scarborough Advisors, LLC 1.09% of their portfolio ANNAPOLIS, MD 97,55397.6k $6.2m $6.2m 1.09% Added +14.1k +14,060
30 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 92,85692.9k $5.9m $5.9m 0.03% Reduced -4.0k -3,975
31 CREATIVE FINANCIAL DESIGNS INC /ADV 0.38% of their portfolio KOKOMO, IN 89,63389.6k $5.7m $5.7m 0.38% Added +8.4k +8,418
32 Legacy Private Trust Co. 0.34% of their portfolio NEENAH, WI 89,10489.1k $5.7m $5.7m 0.34% Reduced -59 -59
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 85,29685.3k $5.4m $5.4m 0.00% Added +5.4k +5,399
34 Lakeridge Wealth Management LLC 2.20% of their portfolio MENTOR, OH 77,88677.9k $4.9m $4.9m 2.20% Added +166 +166
35 Stewardship Advisors, LLC 1.12% of their portfolio MOUNT JOY, PA 74,55974.6k $4.7m $4.7m 1.12% Added +483 +483
36 American Trust 0.39% of their portfolio LEXINGTON, KY 72,03572.0k $4.6m $4.6m 0.39% Reduced -3.6k -3,610
37 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 68,44268.4k $4.3m $4.3m 0.02% Reduced -418 -418
38 WealthPlan Investment Management, LLC 0.28% of their portfolio OMAHA, NE 65,92665.9k $4.2m $4.2m 0.28% Added +54.0k +54,050
39 Destiny Wealth Partners, LLC 0.51% of their portfolio TAVARES, FL 65,77265.8k $4.2m $4.2m 0.51% Added +2.1k +2,066
40 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 56,63056.6k $3.6m $3.6m 0.01% Reduced -219 -219
41 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 54,34054.3k $3.4m $3.4m 0.03% Added +1.6k +1,630
42 ASHTON THOMAS SECURITIES, LLC 0.46% of their portfolio ROCHESTER, NY 51,75851.8k $3.3m $3.3m 0.46% Added +22.9k +22,935
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 49,81949.8k $3.2m $3.2m 0.00% Reduced -6.5k -6,529
44 UBS Group AG 0.00% of their portfolio ZURICH, V8 48,07848.1k $3.0m $3.0m 0.00% Reduced -2.2k -2,177
45 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 47,41947.4k $3.0m $3.0m 0.00% Added +995 +995
46 Atlas Legacy Advisors, LLC 0.58% of their portfolio LOS ANGELES, CA 47,40847.4k $3.0m $3.0m 0.58% Added +2.4k +2,387
47 Fifth Third Securities, Inc. 0.19% of their portfolio Cincinnati, OH 43,97044.0k $2.8m $2.8m 0.19% Added +2.8k +2,798
48 PCG Wealth Advisors, LLC 0.74% of their portfolio OVERLAND PARK, KS 40,15540.2k $2.5m $2.5m 0.74% New
49 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 39,07639.1k $2.5m $2.5m 0.00% Added +1.7k +1,688
50 Freedom Financial Partners LLC 0.92% of their portfolio OAKDALE, MN 37,91737.9k $2.4m $2.4m 0.92% Reduced -55.3k -55,324
51 WEST MICHIGAN ADVISORS, LLC 0.56% of their portfolio HOLLAND, MI 36,65336.7k $2.3m $2.3m 0.56% Reduced -32.4k -32,394
52 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 36,58636.6k $2.3m $2.3m 0.04% Added +4.0k +3,960
53 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 31,44431.4k $2.0m $2.0m 0.02% Reduced -2.8k -2,829
54 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 31,11531.1k $2.0m $2.0m 0.00% New
55 Ruggaard & Associates LLC 0.67% of their portfolio HUDSON, OH 28,28128.3k $1.8m $1.8m 0.67% Added +210 +210
56 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 28,12028.1k $1.8m $1.8m 0.00% Unchanged
57 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 27,88927.9k $1.8m $1.8m 0.00% Added +752 +752
58 Avestar Capital, LLC 0.12% of their portfolio New York, NY 26,30526.3k $1.7m $1.7m 0.12% Reduced -850 -850
59 Total Clarity Wealth Management, Inc. 0.41% of their portfolio ST. CHARLES, IL 24,39624.4k $1.5m $1.5m 0.41% Added +1.7k +1,726
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 23,61123.6k $1.5m $1.5m 0.00% Reduced -38.3k -38,311
61 GREENWOOD CAPITAL ASSOCIATES LLC 0.16% of their portfolio GREENWOOD, SC 22,25922.3k $1.4m $1.4m 0.16% Added +3.8k +3,770
62 Fermata Advisors, LLC 0.35% of their portfolio SONOMA, CA 21,85121.9k $1.4m $1.4m 0.35% Added +554 +554
63 WBH ADVISORY INC 0.10% of their portfolio BALTIMORE, MD 21,56021.6k $1.4m $1.4m 0.10% Added +2.4k +2,412
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 21,21821.2k $1.3m $1.3m 0.00% Added +12.8k +12,755
65 Plan Group Financial, LLC 0.36% of their portfolio OKLAHOMA CITY, OK 20,92220.9k $1.3m $1.3m 0.36% New
66 DAYMARK WEALTH PARTNERS, LLC 0.04% of their portfolio CINCINNATI, OH 19,47419.5k $1.2m $1.2m 0.04% Added +4.8k +4,763
67 Asset Allocation Strategies LLC 0.24% of their portfolio FARMINGTON, MI 19,31419.3k $1.2m $1.2m 0.24% Reduced -4.8k -4,848
68 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 18,14318.1k $1.2m $1.2m 0.01% Added +6.0k +5,961
69 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 18,03118.0k $1.1m $1.1m 0.01% Added +4.3k +4,332
70 Cordgrass Capital Advisors, LLC 0.28% of their portfolio RALEIGH, NC 17,62817.6k $1.1m $1.1m 0.28% Added +401 +401
71 Rooted Wealth Advisors, Inc. 0.34% of their portfolio BOURBONNAIS, IL 17,59917.6k $1.1m $1.1m 0.34% Added +659 +659
72 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 17,46717.5k $1.1m $1.1m 0.02% Reduced -1.5k -1,454
73 NWAM LLC 0.05% of their portfolio MERCER ISLAND, WA 15,44815.4k $983.0k $983.0k 0.05% Added +4.8k +4,757
74 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.48% of their portfolio CLARKSDALE, MS 13,91213.9k $882.4k $882.4k 0.48% Added +1.1k +1,101
75 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 12,80612.8k $812.3k $812.3k 0.04% Added +1.1k +1,065
76 Summit Wealth Partners, LLC 0.14% of their portfolio Orlando, FL 11,99012.0k $760.5k $760.5k 0.14% Added +189 +189
77 Wells Trecaso Financial Group, LLC 0.34% of their portfolio AKRON, OH 11,27811.3k $715.4k $715.4k 0.34% Reduced -14.8k -14,786
78 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 10,68210.7k $677.6k $677.6k 0.04% Added +158 +158
79 ROCKLAND TRUST CO 0.02% of their portfolio HANOVER, MA 9,2569.3k $587.1k $587.1k 0.02% Reduced -475 -475
80 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 9,2499.2k $586.0k $586.0k 0.00% New
81 PAX Financial Group, LLC 0.10% of their portfolio SAN ANTONIO, TX 8,9669.0k $568.7k $568.7k 0.10% Added +231 +231
82 Arete Wealth Advisors, LLC 0.04% of their portfolio CHICAGO, IL 8,8828.9k $563.0k $563.0k 0.04% Reduced -4 -4
83 Harbor Asset Planning, Inc. 0.50% of their portfolio BELMONT, MA 8,7468.7k $554.8k $554.8k 0.50% Unchanged
84 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 8,4368.4k $535.1k $535.1k 0.00% Added +592 +592
85 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 8,0708.1k $511.9k $511.9k 0.01% Reduced -17.7k -17,655
86 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,0518.1k $510.7k $510.7k 0.00% Reduced -61.0k -61,047
87 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 7,9938.0k $507.0k $507.0k 0.01% Reduced -90 -90
88 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,4547.5k $472.8k $472.8k 0.01% Reduced -10.6k -10,643
89 Triad Wealth Partners, LLC 0.06% of their portfolio LAWRENCE, KS 7,3847.4k $468.4k $468.4k 0.06% Added +1.1k +1,095
90 Heritage Wealth Management, Inc. 0.13% of their portfolio CINCINNATI, OH 6,9356.9k $439.9k $439.9k 0.13% Added +1.4k +1,377
91 AVAII WEALTH MANAGEMENT, LLC 0.17% of their portfolio APPLETON, WI 6,8506.8k $434.5k $434.5k 0.17% Reduced -433 -433
92 Cornerstone Wealth Management, LLC 0.02% of their portfolio ST. PETERS, MO 6,7966.8k $431.1k $431.1k 0.02% Added +835 +835
93 Krilogy Financial LLC 0.02% of their portfolio ST. LOUIS, MO 6,4246.4k $407.3k $407.3k 0.02% New
94 COZAD ASSET MANAGEMENT INC 0.03% of their portfolio CHAMPAIGN, IL 6,2446.2k $396.1k $396.1k 0.03% Reduced -2.0k -1,984
95 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,1656.2k $391.0k $391.0k 0.00% Added +46 +46
96 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 5,5845.6k $354.2k $354.2k 0.01% Added +70 +70
97 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 5,5095.5k $349.5k $349.5k 0.01% Added +589 +589
98 Prosperity Wealth Management, Inc. 0.12% of their portfolio San Ramon, CA 5,5025.5k $349.0k $349.0k 0.12% Reduced -42 -42
99 United Advisor Group, LLC 0.04% of their portfolio CINCINNATI, OH 5,1575.2k $327.1k $327.1k 0.04% New
100 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,1445.1k $326.3k $326.3k 0.00% Reduced -1.8k -1,792