Vault-13

J P MORGAN EXCHANGE TRADED F JIRE

INTRNL RES EQT · ETP · CUSIP 46641Q134

233 institutional holders +40 vs Q1 2025
102,989,398103.0m shares reported held*
$7.3bnreported value*
50 new 117 added 42 reduced 10 sold out net bought ≈ $397.3m (+5.6m 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 ($3.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $70.75.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 45Q4 22: 61Q1 23: 58Q2 23: 64Q3 23: 68Q4 23: 83Q1 24: 113Q2 24: 124Q3 24: 154Q4 24: 166Q1 25: 193Q2 25: 233233Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202245
Q4 202261
Q1 202358
Q2 202364
Q3 202368
Q4 202383
Q1 2024113
Q2 2024124
Q3 2024154
Q4 2024166
Q1 2025193
Q2 2025233

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 38 bought or addedQ3 23: 32 cut or sold outQ4 23: 58 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 87 bought or addedQ1 24: 26 cut or sold outQ2 24: 95 bought or addedQ2 24: 34 cut or sold outQ2 24Q3 24: 108 bought or addedQ3 24: 41 cut or sold outQ4 24: 113 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 122 bought or addedQ1 25: 75 cut or sold outQ2 25: 167 bought or addedQ2 25: 52 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233832
Q4 20235825
Q1 20248726
Q2 20249534
Q3 202410841
Q4 202411346
Q1 202512275
Q2 202516752

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20k$40k$60kQ3 24 calls: $0Q3 24 puts: $33.0kQ3 24P/C —Q4 24 calls: $5.9kQ4 24 puts: $52.7kQ4 24P/C 9.00Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$33.0k—
Q4 2024$5.9k$52.7k9.00
Q1 2025$0$0—
Q2 2025$0$0—

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +1,335,567+1.3m
MML INVESTORS SERVICES, LLC Added +1,221,003+1.2m
LPL Financial LLC Added +1,036,377+1.0m
Bogart Wealth, LLC Added +840,152+840.2k
Vestmark Advisory Solutions, Inc. Added +661,762+661.8k
EASTERN BANK New +572,196+572.2k
CWM, LLC Added +325,981+326.0k
Rockefeller Capital Management L.P. Added +294,039+294.0k
Capital Planning Advisors, LLC New +279,588+279.6k
OSAIC HOLDINGS, INC. Added +276,067+276.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,301,919-2.3m
MORGAN STANLEY Reduced -1,460,533-1.5m
VESTOR CAPITAL, LLC Reduced -283,648-283.6k
JANE STREET GROUP, LLC Reduced -277,995-278.0k
FMR LLC Reduced -234,814-234.8k
Dynasty Wealth Management, LLC Reduced -123,007-123.0k
N.E.W. Advisory Services LLC Reduced -74,538-74.5k
BANK OF AMERICA CORP /DE/ Reduced -35,967-36.0k
Geneos Wealth Management Inc. Reduced -26,299-26.3k
GOLDMAN SACHS GROUP INC Sold out -19,851-19.9k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.29% of their portfolio NEW YORK, NY 59,920,84659.9m $4.2bn $4.2bn 0.29% Reduced -2.3m -2,301,919
2 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,051,1124.1m $286.7m $286.7m 0.10% Added +1.0m +1,036,377
3 FMR LLC 0.01% of their portfolio BOSTON, MA 2,528,0222.5m $178.9m $178.9m 0.01% Reduced -234.8k -234,814
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,061,8882.1m $145.9m $145.9m 0.04% Added +1.3m +1,335,567
5 ASSETMARK, INC 0.28% of their portfolio CONCORD, CA 1,704,5251.7m $120.6m $120.6m 0.28% Added +192.6k +192,582
6 Bogart Wealth, LLC 4.90% of their portfolio MCLEAN, VA 1,621,3841.6m $114.7m $114.7m 4.90% Added +840.2k +840,152
7 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,413,4001.4m $100.0m $100.0m 0.13% Added +48.6k +48,581
8 CWM, LLC 0.35% of their portfolio OMAHA, NE 1,411,1101.4m $99.9m $99.9m 0.35% Added +326.0k +325,981
9 MML INVESTORS SERVICES, LLC 0.28% of their portfolio SPRINGFIELD, MA 1,358,5611.4m $96.1m $96.1m 0.28% Added +1.2m +1,221,003
10 Janney Montgomery Scott LLC 0.23% of their portfolio PHILADELPHIA, PA 1,252,1801.3m $88.6m $88.6m 0.23% Added +135.0k +135,013
11 SAGESPRING WEALTH PARTNERS, LLC 1.78% of their portfolio FRANKLIN, TN 1,165,9691.2m $82.5m $82.5m 1.78% Added +79.7k +79,690
12 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,087,2201.1m $76.9m $76.9m 0.01% Added +6.7k +6,720
13 Dynasty Wealth Management, LLC 1.27% of their portfolio ST. PETERSBURG, FL 1,057,2531.1m $74.8m $74.8m 1.27% Reduced -123.0k -123,007
14 Vestmark Advisory Solutions, Inc. 1.02% of their portfolio Wakefield, MA 1,001,2641.0m $70.9m $70.9m 1.02% Added +661.8k +661,762
15 Conservest Capital Advisors, Inc. 6.07% of their portfolio WYNNEWOOD, PA 868,178868.2k $61.4m $61.4m 6.07% Reduced -7.2k -7,174
16 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 856,804856.8k $60.6m $60.6m 0.10% Added +66.8k +66,804
17 Hughes Financial Services, LLC 9.44% of their portfolio HERNDON, VA 781,048781.0k $54.9m $54.9m 9.44% Added +47.8k +47,765
18 New England Professional Planning Group Inc. 24.79% of their portfolio Westerly, RI 768,955769.0k $54.4m $54.4m 24.79% Reduced -392 -392
19 Private Advisor Group, LLC 0.29% of their portfolio MORRISTOWN, NJ 759,327759.3k $53.7m $53.7m 0.29% Added +55.7k +55,707
20 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 750,730750.7k $51.5m $51.5m 0.09% Added +276.1k +276,067
21 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 739,000739.0k $52.3m $52.3m 0.01% Unchanged
22 Richard P Slaughter Associates Inc 10.49% of their portfolio AUSTIN, TX 726,790726.8k $51.4m $51.4m 10.49% Added +99.7k +99,725
23 GREAT VALLEY ADVISOR GROUP, INC. 1.11% of their portfolio WILMINGTON, DE 705,238705.2k $49.9m $49.9m 1.11% Added +64.7k +64,685
24 Pure Financial Advisors, LLC 0.84% of their portfolio SAN DIEGO, CA 676,057676.1k $47.8m $47.8m 0.84% Reduced -9.5k -9,509
25 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 595,665595.7k $42.2m $42.2m 0.01% Added +116.0k +116,007
26 EASTERN BANK 0.77% of their portfolio BOSTON, MA 572,196572.2k $40.5m $40.5m 0.77% New
27 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 557,688557.7k $39.5m $39.5m 0.05% Added +294.0k +294,039
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 491,532491.5k $34.8m $34.8m 0.00% Added +243.2k +243,226
29 FIRST FINANCIAL BANK - TRUST DIVISION 3.04% of their portfolio HAMILTON, OH 488,788488.8k $34.6m $34.6m 3.04% Added +23.3k +23,270
30 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.58% of their portfolio MINNEAPOLIS, MN 485,913485.9k $34.4m $34.4m 0.58% Added +64.7k +64,694
31 LEVEL FOUR ADVISORY SERVICES, LLC 1.17% of their portfolio DALLAS, TX 450,142450.1k $31.9m $31.9m 1.17% Added +13.2k +13,165
32 CUTLER INVESTMENT COUNSEL LLC 3.30% of their portfolio Jacksonville, OR 419,687419.7k $29.7m $29.7m 3.30% Added +32.4k +32,430
33 Elk River Wealth Management LLC 4.48% of their portfolio DENVER, CO 368,118368.1k $26.1m $26.1m 4.48% Added +2.9k +2,946
34 Pallas Capital Advisors LLC 0.95% of their portfolio BRAINTREE, MA 351,234351.2k $24.9m $24.9m 0.95% Added +99.7k +99,706
35 Francis Financial, Inc. 5.34% of their portfolio NEW YORK, NY 326,329326.3k $23.1m $23.1m 5.34% Added +23.6k +23,630
36 National Philanthropic Trust 0.31% of their portfolio Jenkintown, PA 325,485325.5k $23.0m $23.0m 0.31% Reduced -14.6k -14,565
37 SOUTHERN FARM BUREAU LIFE INSURANCE 2.91% of their portfolio JACKSON, MS 322,180322.2k $22.8m $22.8m 2.91% Unchanged
38 Family Investment Center, Inc. 4.98% of their portfolio Saint Joseph, MO 310,510310.5k $22.0m $22.0m 4.98% Reduced -13.6k -13,572
39 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 306,630306.6k $21.7m $21.7m 0.07% Added +15.3k +15,306
40 Choice Wealth Advisors LLC 9.63% of their portfolio WATERVILLE, ME 301,176301.2k $21.3m $21.3m 9.63% Reduced -8.0k -7,952
41 Leo Wealth, LLC 1.60% of their portfolio HURST, TX 290,730290.7k $20.6m $20.6m 1.60% Added +92.5k +92,502
42 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 284,814284.8k $20.2m $20.2m 0.00% Reduced -1.5m -1,460,533
43 Capital Planning Advisors, LLC 2.90% of their portfolio Roseville, CA 279,588279.6k $19.8m $19.8m 2.90% New
44 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 278,868278.9k $19.7m $19.7m 0.01% Added +91.2k +91,231
45 Badgley Phelps Wealth Managers, LLC 0.41% of their portfolio SEATTLE, WA 264,030264.0k $18.7m $18.7m 0.41% New
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 263,095263.1k $18.6m $18.6m 0.01% Added +48.7k +48,696
47 EP Wealth Advisors, LLC 0.12% of their portfolio TORRANCE, CA 249,433249.4k $17.7m $17.7m 0.12% New
48 Kendall Capital Management 4.59% of their portfolio ROCKVILLE, MD 245,388245.4k $17.4m $17.4m 4.59% Added +67.6k +67,556
49 Tradition Wealth Management, LLC 1.21% of their portfolio EDINA, MN 214,776214.8k $15.2m $15.2m 1.21% Added +4.9k +4,870
50 SAX WEALTH ADVISORS, LLC 0.91% of their portfolio PARSIPPANY, NJ 214,045214.0k $15.1m $15.1m 0.91% Added +59.2k +59,154
51 EdgeRock Capital LLC 4.15% of their portfolio DENVER, CO 185,366185.4k $13.1m $13.1m 4.15% Added +65.4k +65,432
52 Mascoma Wealth Management LLC 2.70% of their portfolio HANOVER, NH 164,145164.1k $11.6m $11.6m 2.70% Added +11.2k +11,173
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 152,509152.5k $10.8m $10.8m 0.02% Reduced -5.6k -5,568
54 AVANTAX ADVISORY SERVICES, INC. 0.05% of their portfolio DALLAS, TX 139,399139.4k $9.9m $9.9m 0.05% Added +130.7k +130,664
55 First Horizon Advisors, Inc. 0.25% of their portfolio MEMPHIS, TN 137,418137.4k $9.7m $9.7m 0.25% Reduced -6.8k -6,782
56 GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% of their portfolio WESTBOROUGH, MA 135,004135.0k $9.6m $9.6m 0.26% Added +37.1k +37,136
57 Aspire Capital Advisors LLC 2.62% of their portfolio SEATTLE, WA 133,823133.8k $9.5m $9.5m 2.62% Reduced -244 -244
58 SIMA Wealth Partners, LLC 7.10% of their portfolio NORTH CHESTERFIELD, VA 124,184124.2k $8.8m $8.8m 7.10% Reduced -721 -721
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 118,953119.0k $8.4m $8.4m 0.01% New
60 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.47% of their portfolio Chadds Ford, PA 118,890118.9k $8.4m $8.4m 1.47% Added +4.0k +3,957
61 MN Wealth Advisors, LLC 4.34% of their portfolio OVERLAND PARK, KS 105,407105.4k $7.5m $7.5m 4.34% Added +16.9k +16,880
62 Wagner Wealth Management, LLC 1.67% of their portfolio GREENVILLE, SC 103,408103.4k $7.3m $7.3m 1.67% Added +3.0k +3,003
63 Bryant Woods Investment Advisors, LLC 3.12% of their portfolio GETZVILLE, NY 102,131102.1k $7.2m $7.2m 3.12% Added +32.9k +32,873
64 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 88,97989.0k $6.3m $6.3m 0.06% Added +4.1k +4,148
65 GREENWOOD CAPITAL ASSOCIATES LLC 0.73% of their portfolio GREENWOOD, SC 82,57182.6k $5.8m $5.8m 0.73% Added +22.4k +22,437
66 Financial Connections Group, Inc. 2.34% of their portfolio CORTE MADERA, CA 80,13380.1k $5.7m $5.7m 2.34% Added +30.5k +30,492
67 ForthRight Wealth Management, LLC 1.74% of their portfolio ALPHARETTA, GA 78,91978.9k $5.6m $5.6m 1.74% New
68 Etesian Wealth Advisors, Inc. 2.07% of their portfolio West Linn, OR 78,43178.4k $5.6m $5.6m 2.07% Added +16.1k +16,054
69 Kingsview Wealth Management, LLC 0.09% of their portfolio GRANTS PASS, OR 77,16777.2k $5.5m $5.5m 0.09% Added +72.1k +72,110
70 Base Wealth Management LLC 3.40% of their portfolio LAKEWOOD RANCH, FL 74,87474.9k $5.3m $5.3m 3.40% New
71 UNIQUE WEALTH, LLC 0.82% of their portfolio TAMPA, FL 71,55671.6k $5.1m $5.1m 0.82% Reduced -397 -397
72 BridgePort Financial Solutions, LLC 1.65% of their portfolio FAIRFIELD, IA 70,14070.1k $5.0m $5.0m 1.65% Added +53.0k +52,987
73 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 70,11770.1k $5.0m $5.0m 0.01% Reduced -278.0k -277,995
74 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 69,84969.8k $4.9m $4.9m 0.04% Added +47.1k +47,062
75 Kaizen Financial Strategies 2.39% of their portfolio CAMPBELL, CA 66,40166.4k $4.7m $4.7m 2.39% Added +13.6k +13,553
76 WEST MICHIGAN ADVISORS, LLC 1.29% of their portfolio HOLLAND, MI 64,50664.5k $4.6m $4.6m 1.29% Added +225 +225
77 U.S. Capital Wealth Advisors, LLC 0.13% of their portfolio AUSTIN, TX 61,13561.1k $4.3m $4.3m 0.13% Added +6.6k +6,649
78 BELLEVUE ASSET MANAGEMENT, LLC 2.10% of their portfolio BELLEVUE, WA 60,86460.9k $4.3m $4.3m 2.10% Reduced -718 -718
79 Garden State Investment Advisory Services LLC 1.16% of their portfolio Red Bank, NJ 60,58760.6k $4.3m $4.3m 1.16% Reduced -1.7k -1,688
80 Convergence Financial, LLC 0.68% of their portfolio COLUMBIA, MO 56,00556.0k $4.0m $4.0m 0.68% New
81 Integrated Wealth Concepts LLC 0.04% of their portfolio WALTHAM, MA 55,30155.3k $3.9m $3.9m 0.04% Added +1.0k +1,012
82 ARQ WEALTH ADVISORS, LLC 1.20% of their portfolio SCOTTSDALE, AZ 55,03355.0k $3.5m $3.5m 1.20% Unchanged
83 IHT Wealth Management, LLC 0.10% of their portfolio Chicago, IL 49,54349.5k $3.5m $3.5m 0.10% New
84 Galvin, Gaustad & Stein, LLC 0.30% of their portfolio Scottsdale, AZ 48,86748.9k $3.5m $3.5m 0.30% Added +17.4k +17,402
85 Centerline Wealth Advisors, LLC 1.50% of their portfolio LOUISVILLE, KY 43,11343.1k $3.1m $3.1m 1.50% New
86 SILVER OAK SECURITIES, INCORPORATED 0.25% of their portfolio JACKSON, TN 42,71342.7k $3.0m $3.0m 0.25% Added +1.4k +1,377
87 HBW ADVISORY SERVICES LLC 0.35% of their portfolio SIMI VALLEY, CA 40,26440.3k $2.8m $2.8m 0.35% Added +12.2k +12,245
88 CREATIVE FINANCIAL DESIGNS INC /ADV 0.20% of their portfolio KOKOMO, IN 40,01740.0k $2.8m $2.8m 0.20% Reduced -1.5k -1,473
89 Lokken Investment Group LLC 0.95% of their portfolio LEWES, DE 34,76634.8k $2.5m $2.5m 0.95% Added +672 +672
90 Global Retirement Partners, LLC 0.06% of their portfolio San Rafael, CA 34,07734.1k $2.4m $2.4m 0.06% First filing
91 WealthPlan Investment Management, LLC 0.17% of their portfolio OMAHA, NE 33,65233.7k $2.4m $2.4m 0.17% New
92 HB Wealth Management, LLC 0.02% of their portfolio Atlanta, GA 32,73032.7k $2.3m $2.3m 0.02% Added +4.6k +4,566
93 Western Wealth Management, LLC 0.13% of their portfolio GOLDEN, CO 31,96032.0k $2.3m $2.3m 0.13% Added +1.4k +1,356
94 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 31,79131.8k $2.2m $2.2m 0.03% Added +1.9k +1,899
95 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 29,94829.9k $2.1m $2.1m 0.06% Added +6.3k +6,283
96 Purus Wealth Management, LLC 0.73% of their portfolio Newport Beach, CA 29,71829.7k $2.1m $2.1m 0.73% Added +700 +700
97 Mutual Advisors, LLC 0.05% of their portfolio OMAHA, NE 28,34128.3k $2.0m $2.0m 0.05% Added +1.1k +1,107
98 Ignite Planners, LLC 0.33% of their portfolio SAN CLEMENTE, CA 27,47327.5k $1.9m $1.9m 0.33% New
99 Parcion Private Wealth LLC 0.13% of their portfolio BELLEVUE, WA 26,47326.5k $1.9m $1.9m 0.13% Reduced -300 -300
100 Blue Oak Capital, LLC 0.97% of their portfolio MENLO PARK, CA 26,11926.1k $1.8m $1.8m 0.97% Added +9.7k +9,653