Vault-13

J P MORGAN EXCHANGE TRADED F JIRE

INTRNL RES EQT · ETP · CUSIP 46641Q134

315 institutional holders +46 vs Q3 2025
124,145,231124.1m shares reported held*
$9.3bnreported value*
48 new 159 added 65 reduced 21 sold out net sold ≈ $3.8bn (-50.6m 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $74.90.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 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: 269Q4 25: 315315Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025315

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 198 bought or addedQ3 25: 57 cut or sold outQ4 25: 207 bought or addedQ4 25: 86 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20248726
Q2 20249534
Q3 202410841
Q4 202411346
Q1 202512275
Q2 202516752
Q3 202519857
Q4 202520786

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +10,038,432+10.0m
FACTORY MUTUAL INSURANCE CO New +1,671,130+1.7m
FMR LLC Added +512,302+512.3k
HighPoint Advisor Group LLC New +477,694+477.7k
DAYMARK WEALTH PARTNERS, LLC Added +437,623+437.6k
AMERIPRISE FINANCIAL INC Added +290,130+290.1k
MML INVESTORS SERVICES, LLC Added +281,363+281.4k
RAYMOND JAMES FINANCIAL INC Added +231,582+231.6k
CWM, LLC Added +191,685+191.7k
LPL Financial LLC Added +177,001+177.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -65,064,869-65.1m
Bank of New York Mellon Corp Reduced -1,100,359-1.1m
Bogart Wealth, LLC Reduced -427,604-427.6k
Integrated Wealth Concepts LLC Reduced -302,068-302.1k
VESTOR CAPITAL, LLC Reduced -277,150-277.1k
JANE STREET GROUP, LLC Reduced -198,567-198.6k
OSAIC HOLDINGS, INC. Reduced -171,222-171.2k
ASSETMARK, INC Reduced -87,360-87.4k
Kingsview Wealth Management, LLC Reduced -70,888-70.9k
CITADEL ADVISORS LLC Reduced -62,909-62.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.29% of their portfolio NEW YORK, NY 57,617,57157.6m $4.3bn $4.3bn 0.29% Reduced -65.1m -65,064,869
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 1.03% of their portfolio BALA CYNWYD, PA 10,057,94610.1m $753.1m $753.1m 1.03% Added +10.0m +10,038,432
3 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 5,936,6985.9m $444.5m $444.5m 0.12% Added +177.0k +177,001
4 FMR LLC 0.01% of their portfolio BOSTON, MA 3,272,1223.3m $245.0m $245.0m 0.01% Added +512.3k +512,302
5 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 2,898,6252.9m $217.0m $217.0m 0.06% Added +164.3k +164,330
6 MML INVESTORS SERVICES, LLC 0.32% of their portfolio SPRINGFIELD, MA 1,780,1941.8m $133.3m $133.3m 0.32% Added +281.4k +281,363
7 Janney Montgomery Scott LLC 0.31% of their portfolio PHILADELPHIA, PA 1,777,0701.8m $133.1m $133.1m 0.31% Added +45.8k +45,782
8 CWM, LLC 0.35% of their portfolio OMAHA, NE 1,706,2061.7m $127.8m $127.8m 0.35% Added +191.7k +191,685
9 FACTORY MUTUAL INSURANCE CO 1.27% of their portfolio WALTHAM, MA 1,671,1301.7m $125.1m $125.1m 1.27% New
10 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 1,636,5481.6m $122.5m $122.5m 0.16% Added +111.9k +111,916
11 SAGESPRING WEALTH PARTNERS, LLC 1.89% of their portfolio FRANKLIN, TN 1,632,8211.6m $103.8m $103.8m 1.89% Added +151.4k +151,411
12 Dynasty Wealth Management, LLC 1.19% of their portfolio ST. PETERSBURG, FL 1,616,5371.6m $121.0m $121.0m 1.19% Added +141.5k +141,480
13 ASSETMARK, INC 0.23% of their portfolio CONCORD, CA 1,490,2681.5m $111.6m $111.6m 0.23% Reduced -87.4k -87,360
14 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,347,9801.3m $100.9m $100.9m 0.03% Added +231.6k +231,582
15 Vestmark Advisory Solutions, Inc. 1.26% of their portfolio Wakefield, MA 1,246,5841.2m $93.3m $93.3m 1.26% Added +112.4k +112,416
16 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 1,240,2021.2m $92.9m $92.9m 0.10% Added +131.5k +131,479
17 Bogart Wealth, LLC 3.62% of their portfolio MCLEAN, VA 1,204,1091.2m $90.2m $90.2m 3.62% Reduced -427.6k -427,604
18 EASTERN BANK 1.36% of their portfolio BOSTON, MA 1,049,8501.0m $78.6m $78.6m 1.36% Added +31.3k +31,287
19 Private Advisor Group, LLC 0.33% of their portfolio MORRISTOWN, NJ 932,480932.5k $69.8m $69.8m 0.33% Added +17.1k +17,099
20 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 918,000918.0k $68.7m $68.7m 0.01% Unchanged
21 Conservest Capital Advisors, Inc. 5.92% of their portfolio WYNNEWOOD, PA 876,883876.9k $65.7m $65.7m 5.92% Added +52 +52
22 Hughes Financial Services, LLC 9.67% of their portfolio HERNDON, VA 822,617822.6k $61.6m $61.6m 9.67% Added +18.7k +18,700
23 GREAT VALLEY ADVISOR GROUP, INC. 1.16% of their portfolio WILMINGTON, DE 807,304807.3k $60.5m $60.5m 1.16% Added +28.2k +28,238
24 New England Professional Planning Group Inc. 24.03% of their portfolio Westerly, RI 765,871765.9k $57.3m $57.3m 24.03% Added +6.8k +6,823
25 Richard P Slaughter Associates Inc 11.84% of their portfolio AUSTIN, TX 754,348754.3k $56.5m $56.5m 11.84% Added +38.7k +38,735
26 Pure Financial Advisors, LLC 0.73% of their portfolio SAN DIEGO, CA 661,354661.4k $49.5m $49.5m 0.73% Added +6.4k +6,364
27 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.71% of their portfolio MINNEAPOLIS, MN 629,076629.1k $47.1m $47.1m 0.71% Added +77.2k +77,164
28 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 628,804628.8k $47.1m $47.1m 0.07% Reduced -171.2k -171,222
29 LEVEL FOUR ADVISORY SERVICES, LLC 1.25% of their portfolio DALLAS, TX 511,036511.0k $38.3m $38.3m 1.25% Added +10.6k +10,569
30 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 505,580505.6k $37.9m $37.9m 0.02% Added +148.9k +148,904
31 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 496,275496.3k $37.2m $37.2m 0.10% Reduced -7.6k -7,588
32 HighPoint Advisor Group LLC 0.79% of their portfolio DOWNERS GROVE, IL 477,694477.7k $35.8m $35.8m 0.79% New
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 471,987472.0k $35.3m $35.3m 0.02% Added +138.9k +138,851
34 FIRST FINANCIAL BANK - TRUST DIVISION 2.87% of their portfolio HAMILTON, OH 466,225466.2k $34.9m $34.9m 2.87% Added +13.8k +13,768
35 CUTLER INVESTMENT COUNSEL LLC 3.62% of their portfolio Jacksonville, OR 465,225465.2k $34.8m $34.8m 3.62% Added +20.5k +20,480
36 Modern Wealth Management, LLC 0.62% of their portfolio KANSAS CITY, MO 456,208456.2k $34.2m $34.2m 0.62% Added +90.2k +90,165
37 DAYMARK WEALTH PARTNERS, LLC 1.08% of their portfolio CINCINNATI, OH 454,696454.7k $34.0m $34.0m 1.08% Added +437.6k +437,623
38 Pallas Capital Advisors LLC 1.05% of their portfolio BRAINTREE, MA 423,633423.6k $31.7m $31.7m 1.05% Added +47.0k +46,973
39 Elk River Wealth Management LLC 4.42% of their portfolio DENVER, CO 368,322368.3k $27.5m $27.5m 4.42% Reduced -3.6k -3,601
40 Francis Financial, Inc. 5.38% of their portfolio NEW YORK, NY 367,367367.4k $27.5m $27.5m 5.38% Added +18.3k +18,302
41 National Philanthropic Trust 0.27% of their portfolio Jenkintown, PA 366,523366.5k $27.4m $27.4m 0.27% Added +54.8k +54,816
42 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 338,269338.3k $25.3m $25.3m 0.01% Added +290.1k +290,130
43 SAX WEALTH ADVISORS, LLC 1.15% of their portfolio PARSIPPANY, NJ 326,182326.2k $24.4m $24.4m 1.15% Added +35.2k +35,199
44 Kendall Capital Management 5.10% of their portfolio ROCKVILLE, MD 325,315325.3k $24.4m $24.4m 5.10% Added +22.0k +22,027
45 SOUTHERN FARM BUREAU LIFE INSURANCE 2.49% of their portfolio JACKSON, MS 322,180322.2k $24.1m $24.1m 2.49% Unchanged
46 Capital Planning Advisors, LLC 3.19% of their portfolio Roseville, CA 318,343318.3k $23.8m $23.8m 3.19% Added +12.0k +12,020
47 Leo Wealth, LLC 1.70% of their portfolio HURST, TX 313,751313.8k $23.5m $23.5m 1.70% Added +119.8k +119,782
48 Madison Asset Management, LLC 0.27% of their portfolio MADISON, WI 310,496310.5k $23.2m $23.2m 0.27% Reduced -366 -366
49 Choice Wealth Advisors LLC 8.90% of their portfolio WATERVILLE, ME 300,715300.7k $22.5m $22.5m 8.90% Added +143 +143
50 Rockefeller Capital Management L.P. 0.04% of their portfolio NEW YORK, NY 292,398292.4k $21.9m $21.9m 0.04% Added +11.2k +11,214
51 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 290,996291.0k $21.9m $21.9m 0.04% Added +91.1k +91,099
52 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 288,842288.8k $21.6m $21.6m 0.00% Reduced -36.5k -36,529
53 EdgeRock Capital LLC 5.68% of their portfolio DENVER, CO 285,201285.2k $21.4m $21.4m 5.68% Added +17.7k +17,685
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 282,365282.4k $21.1m $21.1m 0.00% Added +17.3k +17,341
55 Family Investment Center, Inc. 4.26% of their portfolio Saint Joseph, MO 281,619281.6k $21.1m $21.1m 4.26% Reduced -8.3k -8,349
56 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.74% of their portfolio Chadds Ford, PA 272,505272.5k $20.4m $20.4m 1.74% Added +146.1k +146,149
57 EP Wealth Advisors, LLC 0.10% of their portfolio TORRANCE, CA 263,536263.5k $19.7m $19.7m 0.10% First filing
58 Badgley Phelps Wealth Managers, LLC 0.35% of their portfolio SEATTLE, WA 255,467255.5k $19.1m $19.1m 0.35% Reduced -18.1k -18,093
59 Tradition Wealth Management, LLC 1.37% of their portfolio EDINA, MN 255,404255.4k $19.1m $19.1m 1.37% Added +20.7k +20,668
60 GRIMES & Co WEALTH MANAGEMENT, LLC 0.45% of their portfolio WESTBOROUGH, MA 250,644250.6k $18.8m $18.8m 0.45% Added +61.2k +61,234
61 WealthPlan Investment Management, LLC 0.98% of their portfolio OMAHA, NE 206,140206.1k $15.4m $15.4m 0.98% Added +51.4k +51,385
62 Mascoma Wealth Management LLC 2.84% of their portfolio HANOVER, NH 176,620176.6k $13.2m $13.2m 2.84% Added +4.8k +4,785
63 PARK AVENUE SECURITIES LLC 0.11% of their portfolio NEW YORK, NY 172,957173.0k $13.0m $13.0m 0.11% Added +7.6k +7,616
64 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 153,888153.9k $11.5m $11.5m 0.08% Added +43.1k +43,126
65 Aspire Capital Advisors LLC 2.54% of their portfolio SEATTLE, WA 144,210144.2k $10.8m $10.8m 2.54% Added +5.5k +5,480
66 SIMA Wealth Partners, LLC 7.37% of their portfolio NORTH CHESTERFIELD, VA 129,463129.5k $9.7m $9.7m 7.37% Added +1.9k +1,864
67 Bryant Woods Investment Advisors, LLC 3.73% of their portfolio GETZVILLE, NY 128,458128.5k $9.6m $9.6m 3.73% Added +13.5k +13,503
68 GREENWOOD CAPITAL ASSOCIATES LLC 1.04% of their portfolio GREENWOOD, SC 128,163128.2k $9.6m $9.6m 1.04% Added +28.4k +28,404
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 120,689120.7k $9.0m $9.0m 0.00% Added +117.1k +117,110
70 Providence Financial Advisors, LLC 8.35% of their portfolio Overland Park, KS 111,777111.8k $8.4m $8.4m 8.35% Added +683 +683
71 ForthRight Wealth Management, LLC 2.35% of their portfolio ALPHARETTA, GA 109,333109.3k $8.2m $8.2m 2.35% Added +15.8k +15,751
72 Wagner Wealth Management, LLC 1.74% of their portfolio GREENVILLE, SC 109,204109.2k $8.2m $8.2m 1.74% Added +3.8k +3,831
73 MN Wealth Advisors, LLC 3.98% of their portfolio OVERLAND PARK, KS 105,191105.2k $7.9m $7.9m 3.98% Reduced -3.4k -3,427
74 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 102,199102.2k $7.7m $7.7m 0.01% Reduced -198.6k -198,567
75 Etesian Wealth Advisors, Inc. 2.30% of their portfolio West Linn, OR 97,93197.9k $7.3m $7.3m 2.30% Added +7.9k +7,910
76 UNIQUE WEALTH, LLC 1.00% of their portfolio TAMPA, FL 95,82095.8k $7.2m $7.2m 1.00% Added +9.5k +9,496
77 Base Wealth Management LLC 3.75% of their portfolio LAKEWOOD RANCH, FL 93,11893.1k $7.0m $7.0m 3.75% Added +9.1k +9,095
78 Centerline Wealth Advisors, LLC 2.52% of their portfolio LOUISVILLE, KY 92,95493.0k $7.0m $7.0m 2.52% Added +264 +264
79 Galvin, Gaustad & Stein, LLC 0.49% of their portfolio Scottsdale, AZ 83,68983.7k $6.3m $6.3m 0.49% Added +4.5k +4,457
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 81,64281.6k $6.3m $6.3m 0.01% Reduced -3.9k -3,907
81 Kaizen Financial Strategies 2.62% of their portfolio CAMPBELL, CA 79,31079.3k $5.9m $5.9m 2.62% Added +4.0k +3,990
82 Financial Connections Group, Inc. 1.99% of their portfolio CORTE MADERA, CA 77,34377.3k $5.8m $5.8m 1.99% Reduced -1.6k -1,585
83 BELLEVUE ASSET MANAGEMENT, LLC 1.81% of their portfolio BELLEVUE, WA 74,58174.6k $5.6m $5.6m 1.81% Added +2.6k +2,618
84 Garden State Investment Advisory Services LLC 1.28% of their portfolio Red Bank, NJ 71,74471.7k $5.4m $5.4m 1.28% Added +10.0k +10,025
85 Investors Portfolio Services LLC 4.82% of their portfolio PUYALLUP, WA 71,49271.5k $5.4m $5.4m 4.82% First filing
86 SACKS & ASSOCIATES, LLC 3.88% of their portfolio WARREN, NJ 70,47370.5k $5.3m $5.3m 3.88% First filing
87 BridgePort Financial Solutions, LLC 1.42% of their portfolio FAIRFIELD, IA 70,35370.4k $5.3m $5.3m 1.42% Reduced -1.1k -1,051
88 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 67,63867.6k $5.1m $5.1m 0.00% Added +45.3k +45,321
89 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 62,47762.5k $4.7m $4.7m 0.06% Reduced -302.1k -302,068
90 ARQ WEALTH ADVISORS, LLC 1.23% of their portfolio SCOTTSDALE, AZ 61,00861.0k $4.6m $4.6m 1.23% Added +10.6k +10,600
91 U.S. Capital Wealth Advisors, LLC 0.11% of their portfolio AUSTIN, TX 57,28857.3k $4.3m $4.3m 0.11% Added +13.5k +13,536
92 Hopwood Nicholas Hunter 1.35% of their portfolio PLYMOUTH, MI 55,46155.5k $4.2m $4.2m 1.35% First filing
93 IHT Wealth Management, LLC 0.09% of their portfolio Chicago, IL 51,75851.8k $3.9m $3.9m 0.09% Reduced -283 -283
94 SILVER OAK SECURITIES, INCORPORATED 0.24% of their portfolio JACKSON, TN 47,50547.5k $3.6m $3.6m 0.24% Added +1.2k +1,237
95 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 46,19546.2k $3.5m $3.5m 0.07% Added +38.5k +38,490
96 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 45,69445.7k $3.4m $3.4m 0.08% Reduced -2.3k -2,304
97 HBW ADVISORY SERVICES LLC 0.37% of their portfolio SIMI VALLEY, CA 45,56145.6k $3.4m $3.4m 0.37% Added +16.7k +16,731
98 OpenArc Corporate Advisory, LLC 0.05% of their portfolio ATLANTA, GA 44,09544.1k $3.3m $3.3m 0.05% First filing
99 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,46543.5k $3.3m $3.3m 0.00% Added +40.7k +40,707
100 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 43,28443.3k $3.2m $3.2m 0.01% Added +3.1k +3,056