Vault-13

J P MORGAN EXCHANGE TRADED F JIRE

INTRNL RES EQT · ETP · CUSIP 46641Q134

269 institutional holders +36 vs Q2 2025
174,137,346174.1m shares reported held*
$12.8bnreported value*
53 new 145 added 42 reduced 15 sold out net bought ≈ $5.2bn (+71.5m 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.43.

Trends to Q3 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: 233Q3 25: 269269Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025269

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 58 bought or addedQ4 23: 25 cut or sold outQ1 24: 87 bought or addedQ1 24: 26 cut or sold outQ1 24Q2 24: 95 bought or addedQ2 24: 34 cut or sold outQ3 24: 108 bought or addedQ3 24: 41 cut or sold outQ3 24Q4 24: 113 bought or addedQ4 24: 46 cut or sold outQ1 25: 122 bought or addedQ1 25: 75 cut or sold outQ1 25Q2 25: 167 bought or addedQ2 25: 52 cut or sold outQ3 25: 198 bought or addedQ3 25: 57 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20235825
Q1 20248726
Q2 20249534
Q3 202410841
Q4 202411346
Q1 202512275
Q2 202516752
Q3 202519857

Calls vs puts

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

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

Biggest buyers

JPMORGAN CHASE & CO Added +62,761,594+62.8m
LPL Financial LLC Added +1,708,585+1.7m
ENVESTNET ASSET MANAGEMENT INC Added +672,407+672.4k
RAYMOND JAMES FINANCIAL INC Added +520,733+520.7k
Janney Montgomery Scott LLC Added +479,108+479.1k
EASTERN BANK Added +446,367+446.4k
Dynasty Wealth Management, LLC Added +417,804+417.8k
Modern Wealth Management, LLC New +366,043+366.0k
SAGESPRING WEALTH PARTNERS, LLC Added +315,441+315.4k
Madison Asset Management, LLC New +310,862+310.9k

Biggest sellers

Rockefeller Capital Management L.P. Reduced -276,504-276.5k
ROYAL BANK OF CANADA Reduced -226,508-226.5k
ASSETMARK, INC Reduced -126,897-126.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -99,439-99.4k
Leo Wealth, LLC Reduced -96,761-96.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -66,960-67.0k
Convergence Financial, LLC Sold out -56,005-56.0k
FIRST FINANCIAL BANK - TRUST DIVISION Reduced -36,331-36.3k
WEST MICHIGAN ADVISORS, LLC Reduced -33,462-33.5k
Csenge Advisory Group Sold out -21,897-21.9k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.29% of their portfolio NEW YORK, NY 122,682,440122.7m $9.0bn $9.0bn 0.29% Added +62.8m +62,761,594
2 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 5,759,6975.8m $423.6m $423.6m 0.12% Added +1.7m +1,708,585
3 FMR LLC 0.01% of their portfolio BOSTON, MA 2,759,8202.8m $203.0m $203.0m 0.01% Added +231.8k +231,798
4 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,734,2952.7m $201.1m $201.1m 0.06% Added +672.4k +672,407
5 Janney Montgomery Scott LLC 0.30% of their portfolio PHILADELPHIA, PA 1,731,2881.7m $127.3m $127.3m 0.30% Added +479.1k +479,108
6 Bogart Wealth, LLC 4.87% of their portfolio MCLEAN, VA 1,631,7131.6m $120.0m $120.0m 4.87% Added +10.3k +10,329
7 ASSETMARK, INC 0.25% of their portfolio CONCORD, CA 1,577,6281.6m $116.0m $116.0m 0.25% Reduced -126.9k -126,897
8 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,524,6321.5m $112.1m $112.1m 0.15% Added +111.2k +111,232
9 CWM, LLC 0.34% of their portfolio OMAHA, NE 1,514,5211.5m $111.4m $111.4m 0.34% Added +103.4k +103,411
10 MML INVESTORS SERVICES, LLC 0.29% of their portfolio SPRINGFIELD, MA 1,498,8311.5m $110.2m $110.2m 0.29% Added +140.3k +140,270
11 SAGESPRING WEALTH PARTNERS, LLC 1.78% of their portfolio FRANKLIN, TN 1,481,4101.5m $90.8m $90.8m 1.78% Added +315.4k +315,441
12 Dynasty Wealth Management, LLC 1.45% of their portfolio ST. PETERSBURG, FL 1,475,0571.5m $108.5m $108.5m 1.45% Added +417.8k +417,804
13 Vestmark Advisory Solutions, Inc. 1.59% of their portfolio Wakefield, MA 1,134,1681.1m $83.4m $83.4m 1.59% Added +132.9k +132,904
14 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,116,3981.1m $82.1m $82.1m 0.03% Added +520.7k +520,733
15 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 1,108,7231.1m $81.5m $81.5m 0.09% Added +251.9k +251,919
16 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,105,7271.1m $81.3m $81.3m 0.01% Added +18.5k +18,507
17 EASTERN BANK 1.33% of their portfolio BOSTON, MA 1,018,5631.0m $74.9m $74.9m 1.33% Added +446.4k +446,367
18 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 918,000918.0k $67.5m $67.5m 0.01% Added +179.0k +179,000
19 Private Advisor Group, LLC 0.33% of their portfolio MORRISTOWN, NJ 915,381915.4k $67.3m $67.3m 0.33% Added +156.1k +156,054
20 Conservest Capital Advisors, Inc. 5.97% of their portfolio WYNNEWOOD, PA 876,831876.8k $64.5m $64.5m 5.97% Added +8.7k +8,653
21 Hughes Financial Services, LLC 9.61% of their portfolio HERNDON, VA 803,917803.9k $60.4m $60.4m 9.61% Added +22.9k +22,869
22 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 800,026800.0k $58.1m $58.1m 0.08% Added +49.3k +49,296
23 GREAT VALLEY ADVISOR GROUP, INC. 1.15% of their portfolio WILMINGTON, DE 779,066779.1k $57.3m $57.3m 1.15% Added +73.8k +73,828
24 New England Professional Planning Group Inc. 24.92% of their portfolio Westerly, RI 759,048759.0k $54.4m $54.4m 24.92% Reduced -9.9k -9,907
25 Richard P Slaughter Associates Inc 11.34% of their portfolio AUSTIN, TX 715,613715.6k $52.6m $52.6m 11.34% Reduced -11.2k -11,177
26 Pure Financial Advisors, LLC 0.77% of their portfolio SAN DIEGO, CA 654,990655.0k $48.2m $48.2m 0.77% Reduced -21.1k -21,067
27 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.64% of their portfolio MINNEAPOLIS, MN 551,912551.9k $40.6m $40.6m 0.64% Added +66.0k +65,999
28 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 503,863503.9k $37.1m $37.1m 0.10% Added +197.2k +197,233
29 LEVEL FOUR ADVISORY SERVICES, LLC 1.26% of their portfolio DALLAS, TX 500,467500.5k $36.8m $36.8m 1.26% Added +50.3k +50,325
30 FIRST FINANCIAL BANK - TRUST DIVISION 2.84% of their portfolio HAMILTON, OH 452,457452.5k $33.3m $33.3m 2.84% Reduced -36.3k -36,331
31 CUTLER INVESTMENT COUNSEL LLC 3.43% of their portfolio Jacksonville, OR 444,745444.7k $32.7m $32.7m 3.43% Added +25.1k +25,058
32 Pallas Capital Advisors LLC 1.02% of their portfolio BRAINTREE, MA 376,660376.7k $27.7m $27.7m 1.02% Added +25.4k +25,426
33 Elk River Wealth Management LLC 4.38% of their portfolio DENVER, CO 371,923371.9k $27.4m $27.4m 4.38% Added +3.8k +3,805
34 Modern Wealth Management, LLC 0.53% of their portfolio KANSAS CITY, MO 366,043366.0k $26.9m $26.9m 0.53% New
35 Integrated Wealth Concepts LLC 0.24% of their portfolio WALTHAM, MA 364,545364.5k $26.8m $26.8m 0.24% Added +309.2k +309,244
36 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 356,676356.7k $26.0m $26.0m 0.02% Added +77.8k +77,808
37 Francis Financial, Inc. 4.58% of their portfolio NEW YORK, NY 349,065349.1k $25.7m $25.7m 4.58% Added +22.7k +22,736
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 333,136333.1k $24.5m $24.5m 0.02% Added +70.0k +70,041
39 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 325,371325.4k $23.9m $23.9m 0.00% Added +40.6k +40,557
40 SOUTHERN FARM BUREAU LIFE INSURANCE 2.80% of their portfolio JACKSON, MS 322,180322.2k $23.7m $23.7m 2.80% Unchanged
41 National Philanthropic Trust 0.26% of their portfolio Jenkintown, PA 311,707311.7k $22.9m $22.9m 0.26% Reduced -13.8k -13,778
42 Madison Asset Management, LLC 0.25% of their portfolio MADISON, WI 310,862310.9k $22.9m $22.9m 0.25% New
43 Capital Planning Advisors, LLC 3.09% of their portfolio Roseville, CA 306,323306.3k $22.5m $22.5m 3.09% Added +26.7k +26,735
44 Kendall Capital Management 5.03% of their portfolio ROCKVILLE, MD 303,288303.3k $22.3m $22.3m 5.03% Added +57.9k +57,900
45 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 300,766300.8k $22.1m $22.1m 0.03% Added +230.6k +230,649
46 Choice Wealth Advisors LLC 9.47% of their portfolio WATERVILLE, ME 300,572300.6k $22.1m $22.1m 9.47% Reduced -604 -604
47 SAX WEALTH ADVISORS, LLC 1.15% of their portfolio PARSIPPANY, NJ 290,983291.0k $21.4m $21.4m 1.15% Added +76.9k +76,938
48 Family Investment Center, Inc. 4.43% of their portfolio Saint Joseph, MO 289,968290.0k $21.3m $21.3m 4.43% Reduced -20.5k -20,542
49 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 281,184281.2k $20.7m $20.7m 0.04% Reduced -276.5k -276,504
50 VESTOR CAPITAL, LLC 1.31% of their portfolio CHICAGO, IL 277,735277.7k $20.4m $20.4m 1.31% Added +277.1k +277,134
51 Badgley Phelps Wealth Managers, LLC 0.42% of their portfolio SEATTLE, WA 273,560273.6k $20.1m $20.1m 0.42% Added +9.5k +9,530
52 EdgeRock Capital LLC 5.48% of their portfolio DENVER, CO 267,516267.5k $19.7m $19.7m 5.48% Added +82.2k +82,150
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 265,024265.0k $19.5m $19.5m 0.00% Reduced -226.5k -226,508
54 Tradition Wealth Management, LLC 1.28% of their portfolio EDINA, MN 234,736234.7k $17.3m $17.3m 1.28% Added +20.0k +19,960
55 Thrivent Financial for Lutherans 0.03% of their portfolio Minneapolis, MN 199,897199.9k $14.7m $14.7m 0.03% New
56 Leo Wealth, LLC 1.85% of their portfolio HURST, TX 193,969194.0k $14.3m $14.3m 1.85% Reduced -96.8k -96,761
57 GRIMES & Co WEALTH MANAGEMENT, LLC 0.34% of their portfolio WESTBOROUGH, MA 189,410189.4k $13.9m $13.9m 0.34% Added +54.4k +54,406
58 Mascoma Wealth Management LLC 2.79% of their portfolio HANOVER, NH 171,835171.8k $12.6m $12.6m 2.79% Added +7.7k +7,690
59 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 165,341165.3k $12.2m $12.2m 0.09% Added +76.4k +76,362
60 WealthPlan Investment Management, LLC 0.75% of their portfolio OMAHA, NE 154,755154.8k $11.4m $11.4m 0.75% Added +121.1k +121,103
61 Aspire Capital Advisors LLC 2.52% of their portfolio SEATTLE, WA 138,730138.7k $10.2m $10.2m 2.52% Added +4.9k +4,907
62 SIMA Wealth Partners, LLC 7.18% of their portfolio NORTH CHESTERFIELD, VA 127,599127.6k $9.4m $9.4m 7.18% Added +3.4k +3,415
63 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.35% of their portfolio Chadds Ford, PA 126,356126.4k $9.3m $9.3m 1.35% Added +7.5k +7,466
64 Bryant Woods Investment Advisors, LLC 3.31% of their portfolio GETZVILLE, NY 114,955115.0k $8.5m $8.5m 3.31% Added +12.8k +12,824
65 Providence Financial Advisors, LLC 7.79% of their portfolio Overland Park, KS 111,094111.1k $8.2m $8.2m 7.79% First filing
66 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 110,762110.8k $8.1m $8.1m 0.06% Added +40.9k +40,913
67 MN Wealth Advisors, LLC 4.25% of their portfolio OVERLAND PARK, KS 108,618108.6k $7.9m $7.9m 4.25% Added +3.2k +3,211
68 Kingsview Wealth Management, LLC 0.12% of their portfolio GRANTS PASS, OR 107,740107.7k $7.9m $7.9m 0.12% Added +30.6k +30,573
69 Wagner Wealth Management, LLC 1.80% of their portfolio GREENVILLE, SC 105,373105.4k $7.7m $7.7m 1.80% Added +2.0k +1,965
70 GREENWOOD CAPITAL ASSOCIATES LLC 0.85% of their portfolio GREENWOOD, SC 99,75999.8k $7.3m $7.3m 0.85% Added +17.2k +17,188
71 ForthRight Wealth Management, LLC 2.00% of their portfolio ALPHARETTA, GA 93,58293.6k $6.9m $6.9m 2.00% Added +14.7k +14,663
72 Centerline Wealth Advisors, LLC 2.97% of their portfolio LOUISVILLE, KY 92,69092.7k $6.8m $6.8m 2.97% Added +49.6k +49,577
73 Etesian Wealth Advisors, Inc. 2.19% of their portfolio West Linn, OR 90,02190.0k $6.6m $6.6m 2.19% Added +11.6k +11,590
74 UNIQUE WEALTH, LLC 0.93% of their portfolio TAMPA, FL 86,32486.3k $6.3m $6.3m 0.93% Added +14.8k +14,768
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 85,54985.5k $6.4m $6.4m 0.01% Reduced -67.0k -66,960
76 Base Wealth Management LLC 3.52% of their portfolio LAKEWOOD RANCH, FL 84,02384.0k $6.2m $6.2m 3.52% Added +9.1k +9,149
77 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 83,85083.8k $6.2m $6.2m 0.00% Added +74.5k +74,459
78 Galvin, Gaustad & Stein, LLC 0.47% of their portfolio Scottsdale, AZ 79,23279.2k $5.8m $5.8m 0.47% Added +30.4k +30,365
79 Financial Connections Group, Inc. 2.26% of their portfolio CORTE MADERA, CA 78,92878.9k $5.8m $5.8m 2.26% Reduced -1.2k -1,205
80 Kaizen Financial Strategies 2.52% of their portfolio CAMPBELL, CA 75,32075.3k $5.6m $5.6m 2.52% Added +8.9k +8,919
81 BELLEVUE ASSET MANAGEMENT, LLC 2.44% of their portfolio BELLEVUE, WA 71,96372.0k $5.3m $5.3m 2.44% Added +11.1k +11,099
82 BridgePort Financial Solutions, LLC 1.41% of their portfolio FAIRFIELD, IA 71,40471.4k $5.3m $5.3m 1.41% Added +1.3k +1,264
83 Garden State Investment Advisory Services LLC 1.15% of their portfolio Red Bank, NJ 61,71961.7k $4.5m $4.5m 1.15% Added +1.1k +1,132
84 TBH Global Asset Management, LLC 0.88% of their portfolio Brentwood, TN 61,53161.5k $4.5m $4.5m 0.88% New
85 IHT Wealth Management, LLC 0.10% of their portfolio Chicago, IL 52,04152.0k $3.8m $3.8m 0.10% Added +2.5k +2,498
86 ARQ WEALTH ADVISORS, LLC 1.10% of their portfolio SCOTTSDALE, AZ 50,40850.4k $3.7m $3.7m 1.10% Reduced -4.6k -4,625
87 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 48,13948.1k $3.5m $3.5m 0.00% Added +44.4k +44,410
88 CreativeOne Wealth, LLC 0.09% of their portfolio OVERLAND PARK, KS 47,99848.0k $3.5m $3.5m 0.09% Added +18.1k +18,050
89 SILVER OAK SECURITIES, INCORPORATED 0.25% of their portfolio JACKSON, TN 46,26846.3k $3.4m $3.4m 0.25% Added +3.6k +3,555
90 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 45,40045.4k $3.3m $3.3m 0.00% New
91 U.S. Capital Wealth Advisors, LLC 0.09% of their portfolio AUSTIN, TX 43,75243.8k $3.2m $3.2m 0.09% Reduced -17.4k -17,383
92 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 40,22840.2k $3.0m $3.0m 0.01% New
93 Global Retirement Partners, LLC 0.07% of their portfolio San Rafael, CA 40,08640.1k $2.9m $2.9m 0.07% Added +6.0k +6,009
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.19% of their portfolio KOKOMO, IN 37,91937.9k $2.8m $2.8m 0.19% Reduced -2.1k -2,098
95 MassMutual Private Wealth & Trust, FSB 0.07% of their portfolio Windsor, CT 36,79836.8k $2.7m $2.7m 0.07% Added +16.0k +15,975
96 VALICENTI ADVISORY SERVICES INC 0.58% of their portfolio ELMIRA, NY 36,71136.7k $2.7m $2.7m 0.58% Added +11.6k +11,550
97 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 36,30136.3k $2.6m $2.6m 0.01% Added +19.2k +19,194
98 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 35,98736.0k $2.6m $2.6m 0.03% Added +4.2k +4,196
99 Lokken Investment Group LLC 0.90% of their portfolio LEWES, DE 35,66635.7k $2.6m $2.6m 0.90% Added +900 +900
100 Western Wealth Management, LLC 0.13% of their portfolio GOLDEN, CO 33,81933.8k $2.5m $2.5m 0.13% Added +1.9k +1,859