Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

272 institutional holders +41 vs Q3 2024
42,006,54542.0m shares reported held*
$1.9bnreported value*
33 new 137 added 54 reduced 12 sold out net bought ≈ $40.5m (+886.9k 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 ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.63.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 37Q4 22: 67Q1 23: 85Q2 23: 110Q3 23: 134Q4 23: 167Q1 24: 179Q2 24: 200Q3 24: 231Q4 24: 272272Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202237
Q4 202267
Q1 202385
Q2 2023110
Q3 2023134
Q4 2023167
Q1 2024179
Q2 2024200
Q3 2024231
Q4 2024272

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 66 bought or addedQ1 23: 17 cut or sold outQ2 23: 88 bought or addedQ2 23: 20 cut or sold outQ2 23Q3 23: 106 bought or addedQ3 23: 17 cut or sold outQ4 23: 118 bought or addedQ4 23: 39 cut or sold outQ4 23Q1 24: 127 bought or addedQ1 24: 49 cut or sold outQ2 24: 131 bought or addedQ2 24: 59 cut or sold outQ2 24Q3 24: 159 bought or addedQ3 24: 48 cut or sold outQ4 24: 170 bought or addedQ4 24: 66 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20236617
Q2 20238820
Q3 202310617
Q4 202311839
Q1 202412749
Q2 202413159
Q3 202415948
Q4 202417066

Biggest buyers

OSAIC HOLDINGS, INC. Added +1,384,786+1.4m
Waverly Advisors, LLC Added +588,453+588.5k
Savant Capital, LLC Added +540,676+540.7k
Cornerstone Advisory, LLC Added +398,276+398.3k
BANK OF AMERICA CORP /DE/ Added +324,852+324.9k
Lineweaver Wealth Advisors, LLC New +310,935+310.9k
Planned Solutions, Inc. Added +148,726+148.7k
Sequoia Financial Advisors, LLC Added +144,345+144.3k
Blue Investment Partners LLC New +132,094+132.1k
ENVESTNET ASSET MANAGEMENT INC Added +126,288+126.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -4,858,960-4.9m
Prentice Wealth Management LLC Reduced -178,510-178.5k
Financial Futures Ltd Liability Co. Reduced -131,445-131.4k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Reduced -122,240-122.2k
Clarity Financial LLC Sold out -60,778-60.8k
TBH Global Asset Management, LLC Reduced -49,883-49.9k
Lido Advisors, LLC Sold out -42,590-42.6k
Focus Financial Network, Inc. Reduced -36,467-36.5k
Janney Montgomery Scott LLC Reduced -29,500-29.5k
Sanctuary Advisors, LLC Reduced -20,716-20.7k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 5,000,8205.0m $228.1m $228.1m 0.02% Reduced -4.9m -4,858,960
2 Heritage Financial Services, LLC 14.87% of their portfolio Westwood, MA 2,454,1912.5m $112.0m $112.0m 14.87% Added +87.7k +87,743
3 Savant Capital, LLC 0.69% of their portfolio ROCKFORD, IL 1,921,6301.9m $87.7m $87.7m 0.69% Added +540.7k +540,676
4 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,882,9191.9m $85.9m $85.9m 0.02% Added +3.7k +3,694
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,851,0981.9m $84.4m $84.4m 0.01% Added +324.9k +324,852
6 Sequoia Financial Advisors, LLC 0.78% of their portfolio Akron, OH 1,781,7761.8m $81.3m $81.3m 0.78% Added +144.3k +144,345
7 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 1,580,2501.6m $72.1m $72.1m 0.16% Added +1.4m +1,384,786
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,347,7031.3m $61.5m $61.5m 0.00% Added +90.5k +90,508
9 Waverly Advisors, LLC 0.70% of their portfolio BIRMINGHAM, AL 987,428987.4k $45.0m $45.0m 0.70% Added +588.5k +588,453
10 Syntegra Private Wealth Group, LLC 4.76% of their portfolio Chesterfield, MO 924,601924.6k $42.2m $42.2m 4.76% Added +41.5k +41,502
11 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 881,318881.3k $40.2m $40.2m 0.11% Reduced -29.5k -29,500
12 Enclave Advisors LLC 6.25% of their portfolio AUSTIN, TX 832,428832.4k $38.0m $38.0m 6.25% Added +62.9k +62,870
13 D'Orazio & Associates, Inc. 5.35% of their portfolio VIENNA, VA 795,030795.0k $36.3m $36.3m 5.35% Added +38.4k +38,402
14 Diversified Enterprises, LLC 2.80% of their portfolio Wilmington, DE 639,727639.7k $29.2m $29.2m 2.80% Added +19.5k +19,514
15 CARY STREET PARTNERS FINANCIAL LLC 0.92% of their portfolio RICHMOND, VA 622,201622.2k $28.4m $28.4m 0.92% First filing
16 Wagner Wealth Management, LLC 6.59% of their portfolio GREENVILLE, SC 560,081560.1k $25.6m $25.6m 6.59% Added +26.2k +26,181
17 Vestmark Advisory Solutions, Inc. 0.85% of their portfolio Wakefield, MA 541,327541.3k $24.7m $24.7m 0.85% Reduced -19.9k -19,872
18 Cornerstone Advisory, LLC 2.56% of their portfolio HUNT VALLEY, MD 491,865491.9k $22.6m $22.6m 2.56% Added +398.3k +398,276
19 Capital Advisors Wealth Management, LLC 3.82% of their portfolio YAKIMA, WA 470,882470.9k $21.5m $21.5m 3.82% Reduced -19 -19
20 Planned Solutions, Inc. 8.62% of their portfolio FOLSOM, CA 461,898461.9k $21.1m $21.1m 8.62% Added +148.7k +148,726
21 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 456,463456.5k $20.8m $20.8m 0.01% First filing
22 Echo Wealth Management, LLC 13.87% of their portfolio PLYMOUTH, MN 440,061440.1k $20.1m $20.1m 13.87% Added +5.7k +5,719
23 TPG Financial Advisors, LLC 8.67% of their portfolio PORTLAND, OR 437,006437.0k $19.9m $19.9m 8.67% Added +18.1k +18,064
24 Longview Financial Advisors LLC 13.24% of their portfolio SAN RAFAEL, CA 432,089432.1k $19.7m $19.7m 13.24% First filing
25 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6.14% of their portfolio HUNTINGDON VALLEY, PA 392,391392.4k $17.9m $17.9m 6.14% Added +16.0k +16,014
26 Scott Capital Advisors, LLC 4.84% of their portfolio PORTLAND, OR 370,138370.1k $16.8m $16.8m 4.84% Added +20.8k +20,768
27 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 347,555347.6k $15.9m $15.9m 0.01% Added +126.3k +126,288
28 Certified Advisory Corp 1.65% of their portfolio ALTAMONTE SPRINGS, FL 332,765332.8k $15.2m $15.2m 1.65% Added +30.9k +30,906
29 SMITH, MOORE & CO. 1.33% of their portfolio CLAYTON, MO 320,176320.2k $14.6m $14.6m 1.33% Added +31.3k +31,266
30 Lineweaver Wealth Advisors, LLC 2.62% of their portfolio VALLEY VIEW, OH 310,935310.9k $14.2m $14.2m 2.62% New
31 NewEdge Wealth, LLC 0.24% of their portfolio STAMFORD, CT 307,759307.8k $14.0m $14.0m 0.24% Added +5.6k +5,599
32 ELEVATION POINT WEALTH PARTNERS, LLC 1.13% of their portfolio DENVER, CO 306,467306.5k $14.0m $14.0m 1.13% Added +22.2k +22,226
33 Magnus Financial Group LLC 1.32% of their portfolio NEW YORK, NY 299,392299.4k $13.7m $13.7m 1.32% Added +14.9k +14,871
34 JOURNEY STRATEGIC WEALTH LLC 0.50% of their portfolio SUMMIT, NJ 294,556294.6k $13.4m $13.4m 0.50% Added +35.7k +35,692
35 Fortress Wealth Management, Inc. 6.17% of their portfolio Culver City, CA 278,794278.8k $12.7m $12.7m 6.17% Added +29.3k +29,273
36 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 247,577247.6k $11.3m $11.3m 0.06% Added +36.0k +35,968
37 Visionary Wealth Advisors 0.66% of their portfolio O'FALLON, IL 247,135247.1k $11.3m $11.3m 0.66% Added +2.5k +2,467
38 FMA Wealth Management, LLC 8.33% of their portfolio DUXBURY, MA 245,293245.3k $11.2m $11.2m 8.33% Added +3.1k +3,071
39 Focus Financial Network, Inc. 0.44% of their portfolio MINNEAPOLIS, MN 243,812243.8k $11.2m $11.2m 0.44% Reduced -36.5k -36,467
40 DAYMARK WEALTH PARTNERS, LLC 0.44% of their portfolio CINCINNATI, OH 228,000228.0k $10.4m $10.4m 0.44% Reduced -14.2k -14,171
41 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.27% of their portfolio ALAMO, CA 222,475222.5k $10.1m $10.1m 1.27% Added +28.8k +28,825
42 Investment Planning Advisors, Inc. 4.39% of their portfolio CUMMING, GA 220,272220.3k $10.0m $10.0m 4.39% Added +97.9k +97,886
43 Wealthcare Advisory Partners LLC 0.26% of their portfolio WEST CHESTER, PA 208,167208.2k $9.5m $9.5m 0.26% Added +11.1k +11,093
44 Bernardo Wealth Planning LLC 2.19% of their portfolio HARLEYSVILLE, PA 201,467201.5k $9.2m $9.2m 2.19% Added +14.5k +14,523
45 Financial Management Professionals, Inc. 1.14% of their portfolio AUSTIN, TX 197,302197.3k $9.0m $9.0m 1.14% Reduced -5.3k -5,282
46 Richard W. Paul & Associates, LLC 3.25% of their portfolio NOVI, MI 195,442195.4k $8.9m $8.9m 3.25% Added +5.7k +5,665
47 Schneider Downs Wealth Management Advisors, LP 1.54% of their portfolio Pittsburgh, PA 179,657179.7k $8.2m $8.2m 1.54% Added +32.7k +32,741
48 Royal Harbor Partners, LLC 3.05% of their portfolio HOUSTON, TX 177,141177.1k $8.1m $8.1m 3.05% Added +6.6k +6,631
49 MATHER GROUP, LLC. 0.10% of their portfolio CHICAGO, IL 171,640171.6k $7.8m $7.8m 0.10% Added +509 +509
50 Atria Wealth Solutions, Inc. 0.08% of their portfolio NEW YORK, NY 167,430167.4k $7.6m $7.6m 0.08% Added +105.9k +105,892
51 Blue Chip Partners, LLC 0.64% of their portfolio FARMINGTON HILLS, MI 163,178163.2k $7.4m $7.4m 0.64% Added +12.1k +12,113
52 NavPoint Financial, Inc. 5.69% of their portfolio Prior Lake, MN 157,702157.7k $7.2m $7.2m 5.69% Added +59.6k +59,565
53 Lionsbridge Wealth Management LLC 5.83% of their portfolio JACKSONVILLE BEACH, FL 152,213152.2k $6.9m $6.9m 5.83% Reduced -8.0k -8,023
54 Seascape Capital Management 2.34% of their portfolio PORTSMOUTH, NH 147,526147.5k $6.7m $6.7m 2.34% Added +5.8k +5,832
55 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 147,429147.4k $6.7m $6.7m 0.01% Added +15.3k +15,350
56 Prospera Financial Services Inc 0.15% of their portfolio Dallas, TX 145,572145.6k $6.6m $6.6m 0.15% Added +65.6k +65,629
57 Armor Investment Advisors, LLC 2.70% of their portfolio RALEIGH, NC 143,807143.8k $6.6m $6.6m 2.70% Added +688 +688
58 BankPlus Wealth Management LLC 4.74% of their portfolio JACKSON, MS 139,308139.3k $6.4m $6.4m 4.74% First filing
59 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 138,287138.3k $6.3m $6.3m 0.01% Added +9.8k +9,784
60 Blue Investment Partners LLC 2.21% of their portfolio ALAMO, CA 132,094132.1k $6.0m $6.0m 2.21% New
61 Nordwand Advisors, LLC 2.47% of their portfolio RADNOR, PA 131,223131.2k $6.0m $6.0m 2.47% Unchanged
62 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 125,973126.0k $5.7m $5.7m 0.01% Added +60.0k +59,964
63 Bridgewealth Advisory Group, LLC 1.62% of their portfolio Fresno, CA 124,905124.9k $5.7m $5.7m 1.62% Added +20.0k +19,958
64 SkyOak Wealth, LLC 1.16% of their portfolio SOUTHFIELD, MI 119,317119.3k $5.4m $5.4m 1.16% Added +23.9k +23,949
65 O'ROURKE & COMPANY, Inc 2.66% of their portfolio BOSTON, MA 119,242119.2k $5.4m $5.4m 2.66% Added +48.0k +47,958
66 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 118,922118.9k $5.4m $5.4m 0.03% Added +12.5k +12,537
67 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 118,023118.0k $5.4m $5.4m 0.02% Added +9.6k +9,573
68 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 115,854115.9k $5.3m $5.3m 0.01% Added +59.7k +59,704
69 Blue Oak Capital, LLC 2.99% of their portfolio MENLO PARK, CA 107,320107.3k $4.9m $4.9m 2.99% First filing
70 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 106,020106.0k $4.8m $4.8m 0.01% Added +33.7k +33,686
71 Perigon Wealth Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 101,335101.3k $4.6m $4.6m 0.11% Added +63.3k +63,342
72 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 100,466100.5k $4.6m $4.6m 0.00% Added +45.0k +44,972
73 Red Mountain Financial, LLC 4.71% of their portfolio FORT COLLINS, CO 96,11496.1k $4.4m $4.4m 4.71% Added +6.7k +6,744
74 Marmo Financial Group, LLC 2.28% of their portfolio Johnson City, TN 92,61192.6k $4.2m $4.2m 2.28% Added +3.3k +3,328
75 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 91,39791.4k $4.2m $4.2m 0.08% Added +61.6k +61,644
76 Fermata Advisors, LLC 0.77% of their portfolio SONOMA, CA 90,85090.8k $4.1m $4.1m 0.77% New
77 Syverson Strege & Co 1.37% of their portfolio WEST DES MOINES, IA 89,91189.9k $4.1m $4.1m 1.37% Added +2.7k +2,714
78 Tradition Wealth Management, LLC 0.35% of their portfolio EDINA, MN 87,06087.1k $4.0m $4.0m 0.35% Added +5.1k +5,111
79 KICKSTAND VENTURES, LLC. 0.99% of their portfolio PITTSFORD, NY 85,05485.1k $3.9m $3.9m 0.99% Added +22.5k +22,518
80 Strategies Wealth Advisors, LLC 0.48% of their portfolio GRAND RAPIDS, MI 84,73684.7k $3.9m $3.9m 0.48% Reduced -13.5k -13,500
81 LifeGoal Investments, LLC 4.02% of their portfolio SARATOGA SPRINGS, NY 81,23281.2k $3.7m $3.7m 4.02% First filing
82 Paladin Advisory Group, LLC 2.77% of their portfolio CLIVE, IA 79,24879.2k $3.6m $3.6m 2.77% Reduced -3.3k -3,296
83 TRUSTMARK BANK TRUST DEPARTMENT 0.27% of their portfolio JACKSON, MS 79,21779.2k $3.6m $3.6m 0.27% Added +16.3k +16,311
84 Keystone Financial Services, LLC 3.31% of their portfolio OMAHA, NE 79,12079.1k $3.6m $3.6m 3.31% First filing
85 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 77,70377.7k $3.5m $3.5m 0.01% Added +38.8k +38,803
86 Mutual Advisors, LLC 0.10% of their portfolio OMAHA, NE 77,46377.5k $3.5m $3.5m 0.10% Added +73.1k +73,077
87 Legacy Investment Solutions, LLC 2.26% of their portfolio BOISE, ID 75,08975.1k $3.4m $3.4m 2.26% Reduced -8.6k -8,556
88 Legacy Wealth Managment, LLC/ID 2.26% of their portfolio BOISE, ID 75,08975.1k $3.4m $3.4m 2.26% Reduced -8.6k -8,556
89 MN Wealth Advisors, LLC 1.83% of their portfolio OVERLAND PARK, KS 71,28071.3k $3.3m $3.3m 1.83% Reduced -7.3k -7,281
90 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 69,47369.5k $3.2m $3.2m 0.11% Added +9.0k +9,040
91 Martin Worley Group 1.88% of their portfolio COTTONWOOD HEIGHTS, UT 66,12566.1k $3.0m $3.0m 1.88% First filing
92 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 62,85962.9k $2.9m $2.9m 0.00% Added +47.0k +46,996
93 Evolution Wealth Advisors, LLC 0.47% of their portfolio AVENTURA, FL 61,11661.1k $2.8m $2.8m 0.47% Reduced -2.6k -2,575
94 Narus Financial Partners, LLC 0.94% of their portfolio SALT LAKE CITY, UT 61,03361.0k $2.8m $2.8m 0.94% Added +23.2k +23,208
95 TBH Global Asset Management, LLC 0.67% of their portfolio Brentwood, TN 60,95761.0k $2.8m $2.8m 0.67% Reduced -49.9k -49,883
96 MorganRosel Wealth Management, LLC 0.87% of their portfolio HIGHLANDS RANCH, CO 58,24558.2k $2.7m $2.7m 0.87% Added +1.7k +1,657
97 Continuum Advisory, LLC 0.33% of their portfolio EAGLE, ID 56,95357.0k $2.6m $2.6m 0.33% Added +12.1k +12,088
98 U.S. Capital Wealth Advisors, LLC 0.08% of their portfolio AUSTIN, TX 56,81556.8k $2.6m $2.6m 0.08% Added +400 +400
99 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 55,50255.5k $2.5m $2.5m 0.00% Added +44.1k +44,139
100 Gallacher Capital Management LLC 1.20% of their portfolio LONE TREE, CO 53,14453.1k $2.4m $2.4m 1.20% Added +174 +174