Vault-13

J P MORGAN EXCHANGE TRADED F JMEE

SMALL & MID CAP · ETP · CUSIP 46641Q118

176 institutional holders +25 vs Q3 2025
24,739,66224.7m shares reported held*
$1.6bnreported value*
26 new 80 added 42 reduced 13 sold out net sold ≈ $664.6m (-10.3m 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 ≈ $64.47.

Trends to Q4 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: 151Q4 25: 176176Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025176

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 24Q1 25: 94 bought or addedQ1 25: 52 cut or sold outQ2 25: 87 bought or addedQ2 25: 62 cut or sold outQ2 25Q3 25: 84 bought or addedQ3 25: 58 cut or sold outQ4 25: 106 bought or addedQ4 25: 55 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20245323
Q2 20245425
Q3 20247718
Q4 20249630
Q1 20259452
Q2 20258762
Q3 20258458
Q4 202510655

Biggest buyers

CWM, LLC Added +526,040+526.0k
LPL Financial LLC Added +133,225+133.2k
Cetera Investment Advisers Added +109,404+109.4k
JONES FINANCIAL COMPANIES LLLP Added +79,805+79.8k
Crestwood Advisors Group, LLC Added +58,599+58.6k
AXXCESS WEALTH MANAGEMENT, LLC New +45,017+45.0k
MML INVESTORS SERVICES, LLC Added +44,542+44.5k
Fortitude Financial, LLC New +40,736+40.7k
WealthPlan Investment Management, LLC Added +38,745+38.7k
Private Advisor Group, LLC Added +36,434+36.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -10,556,754-10.6m
Total Wealth Planning, LLC Reduced -449,783-449.8k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -316,568-316.6k
Syntegra Private Wealth Group, LLC Reduced -200,378-200.4k
RAYMOND JAMES FINANCIAL INC Reduced -64,171-64.2k
Schwallier Wealth Management LLC Reduced -57,716-57.7k
OSAIC HOLDINGS, INC. Reduced -54,406-54.4k
Janney Montgomery Scott LLC Reduced -53,054-53.1k
PCG Wealth Advisors, LLC Reduced -27,364-27.4k
Freedom Financial Partners LLC Reduced -15,654-15.7k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 10,515,41010.5m $677.0m $677.0m 0.05% Reduced -10.6m -10,556,754
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,950,2722.0m $125.6m $125.6m 0.03% Added +133.2k +133,225
3 Crestwood Advisors Group, LLC 1.07% of their portfolio BOSTON, MA 994,466994.5k $64.0m $64.0m 1.07% Added +58.6k +58,599
4 CWM, LLC 0.17% of their portfolio OMAHA, NE 958,735958.7k $61.7m $61.7m 0.17% Added +526.0k +526,040
5 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 660,274660.3k $42.5m $42.5m 0.05% Added +109.4k +109,404
6 Syntegra Private Wealth Group, LLC 3.66% of their portfolio Chesterfield, MO 618,971619.0k $39.8m $39.8m 3.66% Reduced -200.4k -200,378
7 GREAT VALLEY ADVISOR GROUP, INC. 0.67% of their portfolio WILMINGTON, DE 538,219538.2k $34.7m $34.7m 0.67% Reduced -316.6k -316,568
8 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 426,672426.7k $27.5m $27.5m 0.04% Reduced -54.4k -54,406
9 Wagner Wealth Management, LLC 5.65% of their portfolio GREENVILLE, SC 412,867412.9k $26.6m $26.6m 5.65% Added +20.2k +20,246
10 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 406,149406.1k $26.1m $26.1m 0.02% Added +79.8k +79,805
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 385,040385.0k $24.8m $24.8m 0.01% Reduced -64.2k -64,171
12 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 367,095367.1k $23.6m $23.6m 0.00% Added +7.4k +7,383
13 CGC Financial Services, LLC 5.90% of their portfolio LAKE OSWEGO, OR 342,326342.3k $22.0m $22.0m 5.90% Added +6.5k +6,543
14 Meridian Financial Partners LLC 8.91% of their portfolio WARRENTON, VA 326,779326.8k $22.5m $22.5m 8.91% Added +21.8k +21,794
15 SHP Wealth Management 1.60% of their portfolio PLYMOUTH, MA 318,729318.7k $20.5m $20.5m 1.60% First filing
16 VERUS CAPITAL PARTNERS, LLC 1.11% of their portfolio SCOTTSDALE, AZ 257,739257.7k $16.6m $16.6m 1.11% Added +26.9k +26,873
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 257,389257.4k $16.6m $16.6m 0.01% Added +5.8k +5,785
18 Advisory Resource Group 2.77% of their portfolio Tulsa, OK 244,813244.8k $15.8m $15.8m 2.77% Added +1.4k +1,399
19 Capital Advisors Wealth Management, LLC 1.88% of their portfolio YAKIMA, WA 213,965214.0k $13.8m $13.8m 1.88% Added +11.6k +11,582
20 B & T Capital Management DBA Alpha Capital Management 1.88% of their portfolio AUSTIN, TX 207,629207.6k $13.4m $13.4m 1.88% Added +5.6k +5,553
21 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 204,913204.9k $13.2m $13.2m 0.02% Added +6.0k +5,953
22 Bond & Devick Financial Network, Inc. 3.23% of their portfolio ST. LOUIS PARK, MN 178,387178.4k $11.5m $11.5m 3.23% Added +11.3k +11,261
23 Choice Wealth Advisors LLC 4.01% of their portfolio WATERVILLE, ME 157,589157.6k $10.1m $10.1m 4.01% Added +195 +195
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 153,321153.3k $9.9m $9.9m 0.00% Reduced -7.8k -7,838
25 Retirement Management Systems Inc. 2.41% of their portfolio STEVENSVILLE, MD 146,208146.2k $9.4m $9.4m 2.41% First filing
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 137,350137.3k $8.8m $8.8m 0.00% Reduced -13.6k -13,637
27 FLYNN ZITO CAPITAL MANAGEMENT, LLC 3.01% of their portfolio GARDEN CITY, NY 130,990131.0k $8.4m $8.4m 3.01% Added +4.3k +4,333
28 Macco Financial Group, Inc. 7.21% of their portfolio GREEN BAY, WI 130,271130.3k $8.4m $8.4m 7.21% First filing
29 Tradition Wealth Management, LLC 0.55% of their portfolio EDINA, MN 118,511118.5k $7.6m $7.6m 0.55% Added +4.5k +4,521
30 Capital Developers, LLC 6.43% of their portfolio Greenville, NC 111,485111.5k $7.2m $7.2m 6.43% First filing
31 Stewardship Advisors, LLC 1.58% of their portfolio MOUNT JOY, PA 106,104106.1k $6.8m $6.8m 1.58% Added +31.5k +31,545
32 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 104,876104.9k $6.8m $6.8m 0.03% Added +36.4k +36,434
33 WealthPlan Investment Management, LLC 0.43% of their portfolio OMAHA, NE 104,671104.7k $6.7m $6.7m 0.43% Added +38.7k +38,745
34 Scarborough Advisors, LLC 1.08% of their portfolio ANNAPOLIS, MD 99,56599.6k $6.4m $6.4m 1.08% Added +2.0k +2,012
35 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 99,14699.1k $6.4m $6.4m 0.03% Added +6.3k +6,290
36 CREATIVE FINANCIAL DESIGNS INC /ADV 0.40% of their portfolio KOKOMO, IN 98,26498.3k $6.3m $6.3m 0.40% Added +8.6k +8,631
37 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 97,10397.1k $6.3m $6.3m 0.01% Added +11.8k +11,807
38 Legacy Private Trust Co. 0.35% of their portfolio NEENAH, WI 91,58591.6k $5.9m $5.9m 0.35% Added +2.5k +2,481
39 Lakeridge Wealth Management LLC 2.37% of their portfolio MENTOR, OH 81,12181.1k $5.2m $5.2m 2.37% Added +3.2k +3,235
40 Destiny Wealth Partners, LLC 0.53% of their portfolio TAVARES, FL 67,90767.9k $4.6m $4.6m 0.53% Added +2.1k +2,135
41 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 65,76065.8k $4.2m $4.2m 0.01% Added +44.5k +44,542
42 American Trust 0.33% of their portfolio LEXINGTON, KY 60,27160.3k $3.9m $3.9m 0.33% Reduced -11.8k -11,764
43 Schwallier Wealth Management LLC 2.55% of their portfolio GRAND RAPIDS, MI 59,17959.2k $4.0m $4.0m 2.55% Reduced -57.7k -57,716
44 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 55,34155.3k $3.6m $3.6m 0.02% Added +1.0k +1,001
45 ASHTON THOMAS SECURITIES, LLC 0.64% of their portfolio ROCHESTER, NY 51,97652.0k $3.3m $3.3m 0.64% Added +218 +218
46 Atlas Legacy Advisors, LLC 0.58% of their portfolio LOS ANGELES, CA 51,61951.6k $3.3m $3.3m 0.58% Added +4.2k +4,211
47 MLG Wealth Management DBA Pine Grove Financial Group 0.40% of their portfolio WOODBURY, MN 51,56851.6k $3.3m $3.3m 0.40% First filing
48 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 49,64749.6k $3.2m $3.2m 0.00% Added +2.2k +2,228
49 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 47,44847.4k $3.1m $3.1m 0.03% Added +10.9k +10,862
50 UBS Group AG 0.00% of their portfolio ZURICH, V8 47,12547.1k $3.0m $3.0m 0.00% Reduced -953 -953
51 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 45,15345.2k $2.9m $2.9m 0.00% Added +6.1k +6,077
52 AXXCESS WEALTH MANAGEMENT, LLC 0.05% of their portfolio CARLSBAD, CA 45,01745.0k $2.9m $2.9m 0.05% New
53 Pinnacle Financial Partners, Inc. 0.02% of their portfolio ATLANTA, GA 43,90243.9k $2.8m $2.8m 0.02% First filing
54 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 43,43643.4k $3.0m $3.0m 0.00% Reduced -6.4k -6,383
55 Fifth Third Securities, Inc. 0.17% of their portfolio Cincinnati, OH 41,36441.4k $2.7m $2.7m 0.17% Reduced -2.6k -2,606
56 Fortitude Financial, LLC 2.23% of their portfolio Spokane, WA 40,73640.7k $2.6m $2.6m 2.23% New
57 Curry Webb Wealth Management LLC 1.22% of their portfolio INDIANAPOLIS, IN 38,31738.3k $2.5m $2.5m 1.22% First filing
58 WEST MICHIGAN ADVISORS, LLC 0.54% of their portfolio HOLLAND, MI 36,74736.7k $2.4m $2.4m 0.54% Added +94 +94
59 Total Clarity Wealth Management, Inc. 0.57% of their portfolio ST. CHARLES, IL 36,39836.4k $2.3m $2.3m 0.57% Added +12.0k +12,002
60 GREENWOOD CAPITAL ASSOCIATES LLC 0.23% of their portfolio GREENWOOD, SC 32,68532.7k $2.1m $2.1m 0.23% Added +10.4k +10,426
61 Plan Group Financial, LLC 0.52% of their portfolio OKLAHOMA CITY, OK 31,24031.2k $2.0m $2.0m 0.52% Added +10.3k +10,318
62 Ruggaard & Associates LLC 0.72% of their portfolio HUDSON, OH 28,59128.6k $1.8m $1.8m 0.72% Added +310 +310
63 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 28,56828.6k $1.8m $1.8m 0.00% Added +448 +448
64 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 28,42428.4k $1.8m $1.8m 0.00% Added +535 +535
65 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 26,61726.6k $1.7m $1.7m 0.05% Added +7.1k +7,143
66 Avestar Capital, LLC 0.12% of their portfolio New York, NY 26,57826.6k $1.7m $1.7m 0.12% Added +273 +273
67 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 26,17126.2k $1.7m $1.7m 0.03% New
68 McLaughlin Asset Management, Inc. 1.50% of their portfolio DANVILLE, IL 26,06526.1k $1.7m $1.7m 1.50% First filing
69 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 25,95726.0k $1.7m $1.7m 0.00% Added +2.3k +2,346
70 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 25,41825.4k $1.6m $1.6m 0.01% Reduced -6.0k -6,026
71 WBH ADVISORY INC 0.12% of their portfolio BALTIMORE, MD 25,31925.3k $1.6m $1.6m 0.12% Added +3.8k +3,759
72 Total Wealth Planning, LLC 3.48% of their portfolio CINCINNATI, OH 25,29525.3k $1.6m $1.6m 3.48% Reduced -449.8k -449,783
73 INTEGRITY WEALTH ADVISORS, INC. 1.10% of their portfolio Ventura, CA 24,42324.4k $1.6m $1.6m 1.10% New
74 Fermata Advisors, LLC 0.36% of their portfolio SONOMA, CA 23,06323.1k $1.5m $1.5m 0.36% Added +1.2k +1,212
75 Freedom Financial Partners LLC 0.52% of their portfolio OAKDALE, MN 22,26322.3k $1.4m $1.4m 0.52% Reduced -15.7k -15,654
76 Asset Allocation Strategies LLC 0.25% of their portfolio FARMINGTON, MI 20,95521.0k $1.3m $1.3m 0.25% Added +1.6k +1,641
77 Rothschild Wealth LLC 0.13% of their portfolio OAK BROOK, IL 20,72620.7k $1.3m $1.3m 0.13% New
78 SilverOak Wealth Management LLC 0.20% of their portfolio Edina, MN 19,93019.9k $1.3m $1.3m 0.20% New
79 Rooted Wealth Advisors, Inc. 0.37% of their portfolio BOURBONNAIS, IL 19,15219.2k $1.3m $1.3m 0.37% Added +1.6k +1,553
80 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.60% of their portfolio CLARKSDALE, MS 19,00619.0k $1.2m $1.2m 0.60% Added +5.1k +5,094
81 Cordgrass Capital Advisors, LLC 0.29% of their portfolio RALEIGH, NC 18,88718.9k $1.2m $1.2m 0.29% Added +1.3k +1,259
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,73117.7k $1.1m $1.1m 0.00% Reduced -13.4k -13,384
83 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 17,41217.4k $1.1m $1.1m 0.01% Reduced -731 -731
84 BENJAMIN EDWARDS INC 0.01% of their portfolio Clayton, MO 16,94216.9k $1.1m $1.1m 0.01% Reduced -1.1k -1,089
85 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 16,74816.7k $1.1m $1.1m 0.02% Reduced -719 -719
86 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,45016.4k $1.1m $1.1m 0.00% New
87 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 13,95714.0k $899.0k $899.0k 0.00% New
88 IFG Advisory, LLC 0.04% of their portfolio ATLANTA, GA 13,90613.9k $895.3k $895.3k 0.04% Added +1.1k +1,100
89 Allegheny Financial Group 0.13% of their portfolio Pittsburgh, PA 13,89513.9k $894.6k $894.6k 0.13% New
90 United Advisor Group, LLC 0.11% of their portfolio CINCINNATI, OH 13,41613.4k $863.8k $863.8k 0.11% Added +8.3k +8,259
91 PCG Wealth Advisors, LLC 0.23% of their portfolio OVERLAND PARK, KS 12,79112.8k $823.5k $823.5k 0.23% Reduced -27.4k -27,364
92 Summit Wealth Partners, LLC 0.14% of their portfolio Orlando, FL 11,58511.6k $745.8k $745.8k 0.14% Reduced -405 -405
93 Western Wealth Management, LLC 0.03% of their portfolio GOLDEN, CO 11,16711.2k $718.9k $718.9k 0.03% Added +485 +485
94 Everest Financial Group LLC 0.16% of their portfolio MINNEAPOLIS, MN 11,08711.1k $713.8k $713.8k 0.16% First filing
95 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 9,8059.8k $631.2k $631.2k 0.01% Added +1.8k +1,812
96 Vise Technologies, Inc. 0.01% of their portfolio NEW YORK, NY 9,7039.7k $624.7k $624.7k 0.01% New
97 Harbor Asset Planning, Inc. 0.52% of their portfolio BELMONT, MA 9,4599.5k $609.1k $609.1k 0.52% Added +713 +713
98 PAX Financial Group, LLC 0.10% of their portfolio SAN ANTONIO, TX 9,4389.4k $607.6k $607.6k 0.10% Added +472 +472
99 Heritage Wealth Management, Inc. 0.16% of their portfolio CINCINNATI, OH 8,8038.8k $566.7k $566.7k 0.16% Added +1.9k +1,868
100 ROCKLAND TRUST CO 0.02% of their portfolio HANOVER, MA 8,5468.5k $550.2k $550.2k 0.02% Reduced -710 -710