Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

299 institutional holders +27 vs Q4 2024
51,769,48151.8m shares reported held*
$2.4bnreported value*
49 new 167 added 57 reduced 21 sold out net bought ≈ $454.0m (+9.9m 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 ($6.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.07.

Trends to Q1 2025

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: 272Q1 25: 299299Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202237
Q4 202267
Q1 202385
Q2 2023110
Q3 2023134
Q4 2023167
Q1 2024179
Q2 2024200
Q3 2024231
Q4 2024272
Q1 2025299

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 88 bought or addedQ2 23: 20 cut or sold outQ3 23: 106 bought or addedQ3 23: 17 cut or sold outQ3 23Q4 23: 118 bought or addedQ4 23: 39 cut or sold outQ1 24: 127 bought or addedQ1 24: 49 cut or sold outQ1 24Q2 24: 131 bought or addedQ2 24: 59 cut or sold outQ3 24: 159 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 170 bought or addedQ4 24: 66 cut or sold outQ1 25: 216 bought or addedQ1 25: 78 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20238820
Q3 202310617
Q4 202311839
Q1 202412749
Q2 202413159
Q3 202415948
Q4 202417066
Q1 202521678

Biggest buyers

MORGAN STANLEY Added +1,852,327+1.9m
Savant Capital, LLC Added +566,244+566.2k
ENVESTNET ASSET MANAGEMENT INC Added +524,416+524.4k
WELLS FARGO & COMPANY/MN Added +437,257+437.3k
RENAISSANCE TECHNOLOGIES LLC Added +429,146+429.1k
Williams Financial, LLC New +398,361+398.4k
Sequoia Financial Advisors, LLC Added +377,406+377.4k
Waverly Advisors, LLC Added +352,281+352.3k
Obsidian Personal Planning Solutions LLC New +278,961+279.0k
CARY STREET PARTNERS FINANCIAL LLC Added +268,092+268.1k

Biggest sellers

Heritage Financial Services, LLC Reduced -271,446-271.4k
JOURNEY STRATEGIC WEALTH LLC Reduced -119,812-119.8k
Bridgewealth Advisory Group, LLC Reduced -101,463-101.5k
Fermata Advisors, LLC Reduced -78,574-78.6k
JANE STREET GROUP, LLC Sold out -62,859-62.9k
TBH Global Asset Management, LLC Sold out -60,957-61.0k
Econ Financial Services Corp Sold out -49,937-49.9k
Western Wealth Management, LLC Sold out -39,153-39.2k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Reduced -36,351-36.4k
KINGSWOOD WEALTH ADVISORS, LLC Reduced -36,176-36.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 5,067,4925.1m $233.5m $233.5m 0.02% Added +66.7k +66,672
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,200,0303.2m $147.4m $147.4m 0.01% Added +1.9m +1,852,327
3 Savant Capital, LLC 0.97% of their portfolio ROCKFORD, IL 2,487,8742.5m $114.6m $114.6m 0.97% Added +566.2k +566,244
4 Heritage Financial Services, LLC 9.95% of their portfolio Westwood, MA 2,182,7452.2m $100.6m $100.6m 9.95% Reduced -271.4k -271,446
5 Sequoia Financial Advisors, LLC 0.77% of their portfolio Akron, OH 2,159,1822.2m $99.5m $99.5m 0.77% Added +377.4k +377,406
6 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 1,961,7392.0m $90.4m $90.4m 0.02% Added +78.8k +78,820
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,871,0501.9m $86.2m $86.2m 0.01% Added +20.0k +19,952
8 OSAIC HOLDINGS, INC. 0.17% of their portfolio SCOTTSDALE, AZ 1,609,5851.6m $74.2m $74.2m 0.17% Added +29.3k +29,335
9 Waverly Advisors, LLC 0.75% of their portfolio BIRMINGHAM, AL 1,339,7091.3m $61.7m $61.7m 0.75% Added +352.3k +352,281
10 Janney Montgomery Scott LLC 0.15% of their portfolio PHILADELPHIA, PA 1,140,9241.1m $52.6m $52.6m 0.15% Added +259.6k +259,606
11 Syntegra Private Wealth Group, LLC 5.31% of their portfolio Chesterfield, MO 985,094985.1k $45.4m $45.4m 5.31% Added +60.5k +60,493
12 CARY STREET PARTNERS FINANCIAL LLC 1.30% of their portfolio RICHMOND, VA 890,293890.3k $41.0m $41.0m 1.30% Added +268.1k +268,092
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 871,971872.0k $40.2m $40.2m 0.01% Added +524.4k +524,416
14 D'Orazio & Associates, Inc. 5.80% of their portfolio VIENNA, VA 825,134825.1k $38.0m $38.0m 5.80% Added +30.1k +30,104
15 Enclave Advisors LLC 6.38% of their portfolio AUSTIN, TX 811,781811.8k $37.4m $37.4m 6.38% Reduced -20.6k -20,647
16 Vestmark Advisory Solutions, Inc. 0.87% of their portfolio Wakefield, MA 734,627734.6k $33.8m $33.8m 0.87% Added +193.3k +193,300
17 Diversified Enterprises, LLC 2.61% of their portfolio Wilmington, DE 673,570673.6k $31.0m $31.0m 2.61% Added +33.8k +33,843
18 Wagner Wealth Management, LLC 7.28% of their portfolio GREENVILLE, SC 633,754633.8k $29.2m $29.2m 7.28% Added +73.7k +73,673
19 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 586,974587.0k $27.0m $27.0m 0.01% Added +130.5k +130,511
20 Cornerstone Advisory, LLC 2.89% of their portfolio HUNT VALLEY, MD 540,923540.9k $24.7m $24.7m 2.89% Added +49.1k +49,058
21 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 506,849506.8k $23.4m $23.4m 0.04% Added +429.1k +429,146
22 Planned Solutions, Inc. 9.00% of their portfolio FOLSOM, CA 476,001476.0k $21.9m $21.9m 9.00% Added +14.1k +14,103
23 Echo Wealth Management, LLC 14.77% of their portfolio PLYMOUTH, MN 474,595474.6k $21.9m $21.9m 14.77% Added +34.5k +34,534
24 Capital Advisors Wealth Management, LLC 3.85% of their portfolio YAKIMA, WA 473,139473.1k $21.8m $21.8m 3.85% Added +2.3k +2,257
25 Lineweaver Wealth Advisors, LLC 3.67% of their portfolio VALLEY VIEW, OH 468,214468.2k $21.6m $21.6m 3.67% Added +157.3k +157,279
26 Longview Financial Advisors LLC 13.70% of their portfolio SAN RAFAEL, CA 450,708450.7k $20.8m $20.8m 13.70% Added +18.6k +18,619
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 437,257437.3k $20.1m $20.1m 0.00% Added +437.3k +437,257
28 Wealthcare Advisory Partners LLC 0.53% of their portfolio WEST CHESTER, PA 430,713430.7k $19.8m $19.8m 0.53% Added +222.5k +222,546
29 TPG Financial Advisors, LLC 8.59% of their portfolio PORTLAND, OR 422,035422.0k $19.4m $19.4m 8.59% Reduced -15.0k -14,971
30 Williams Financial, LLC 12.83% of their portfolio NORTH BENNINGTON, VT 398,361398.4k $18.4m $18.4m 12.83% New
31 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6.69% of their portfolio HUNTINGDON VALLEY, PA 395,558395.6k $18.2m $18.2m 6.69% Added +3.2k +3,167
32 Scott Capital Advisors, LLC 5.19% of their portfolio PORTLAND, OR 377,690377.7k $17.4m $17.4m 5.19% Added +7.6k +7,552
33 Visionary Wealth Advisors 0.96% of their portfolio O'FALLON, IL 347,273347.3k $16.0m $16.0m 0.96% Added +100.1k +100,138
34 Certified Advisory Corp 1.70% of their portfolio ALTAMONTE SPRINGS, FL 326,680326.7k $15.1m $15.1m 1.70% Reduced -6.1k -6,085
35 ELEVATION POINT WEALTH PARTNERS, LLC 1.27% of their portfolio DENVER, CO 321,134321.1k $14.8m $14.8m 1.27% Added +14.7k +14,667
36 Fortress Wealth Management, Inc. 7.63% of their portfolio Culver City, CA 319,005319.0k $14.7m $14.7m 7.63% Added +40.2k +40,211
37 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 311,763311.8k $14.4m $14.4m 0.02% Added +173.5k +173,476
38 Magnus Financial Group LLC 1.37% of their portfolio NEW YORK, NY 306,208306.2k $14.1m $14.1m 1.37% Added +6.8k +6,816
39 DAYMARK WEALTH PARTNERS, LLC 0.60% of their portfolio CINCINNATI, OH 303,340303.3k $14.0m $14.0m 0.60% Added +75.3k +75,340
40 Atria Wealth Solutions, Inc. 0.17% of their portfolio NEW YORK, NY 299,964300.0k $13.8m $13.8m 0.17% Added +132.5k +132,534
41 NewEdge Wealth, LLC 0.25% of their portfolio STAMFORD, CT 299,453299.5k $13.8m $13.8m 0.25% Reduced -8.3k -8,306
42 SMITH, MOORE & CO. 1.24% of their portfolio CLAYTON, MO 289,927289.9k $13.4m $13.4m 1.24% Reduced -30.2k -30,249
43 Geneos Wealth Management Inc. 0.19% of their portfolio ENGLEWOOD, CO 279,309279.3k $12.9m $12.9m 0.19% Added +209.8k +209,836
44 Obsidian Personal Planning Solutions LLC 5.73% of their portfolio ROCKVILLE, MD 278,961279.0k $12.8m $12.8m 5.73% New
45 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.56% of their portfolio ALAMO, CA 268,975269.0k $12.4m $12.4m 1.56% Added +46.5k +46,500
46 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 268,354268.4k $12.4m $12.4m 0.07% Added +20.8k +20,777
47 FMA Wealth Management, LLC 8.77% of their portfolio DUXBURY, MA 247,252247.3k $11.4m $11.4m 8.77% Added +2.0k +1,959
48 Kingsview Wealth Management, LLC 0.21% of their portfolio GRANTS PASS, OR 245,793245.8k $11.3m $11.3m 0.21% Added +208.8k +208,841
49 Focus Financial Network, Inc. 0.45% of their portfolio MINNEAPOLIS, MN 238,293238.3k $11.0m $11.0m 0.45% Reduced -5.5k -5,519
50 Schneider Downs Wealth Management Advisors, LP 1.98% of their portfolio Pittsburgh, PA 237,357237.4k $10.9m $10.9m 1.98% Added +57.7k +57,700
51 Investment Planning Advisors, Inc. 4.23% of their portfolio CUMMING, GA 226,169226.2k $10.4m $10.4m 4.23% Added +5.9k +5,897
52 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 221,920221.9k $10.2m $10.2m 0.02% Added +115.9k +115,900
53 NavPoint Financial, Inc. 6.97% of their portfolio Prior Lake, MN 215,099215.1k $9.9m $9.9m 6.97% Added +57.4k +57,397
54 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 213,777213.8k $9.8m $9.8m 0.02% Added +87.8k +87,804
55 Bernardo Wealth Planning LLC 2.30% of their portfolio HARLEYSVILLE, PA 208,770208.8k $9.6m $9.6m 2.30% Added +7.3k +7,303
56 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 207,874207.9k $9.6m $9.6m 0.02% Added +60.4k +60,445
57 Richard W. Paul & Associates, LLC 3.54% of their portfolio NOVI, MI 195,818195.8k $9.0m $9.0m 3.54% Added +376 +376
58 Financial Management Professionals, Inc. 1.13% of their portfolio AUSTIN, TX 191,441191.4k $8.8m $8.8m 1.13% Reduced -5.9k -5,861
59 Royal Harbor Partners, LLC 3.32% of their portfolio HOUSTON, TX 186,260186.3k $8.6m $8.6m 3.32% Added +9.1k +9,119
60 MATHER GROUP, LLC. 0.09% of their portfolio CHICAGO, IL 176,778176.8k $8.1m $8.1m 0.09% Added +5.1k +5,138
61 JOURNEY STRATEGIC WEALTH LLC 0.28% of their portfolio SUMMIT, NJ 174,744174.7k $8.1m $8.1m 0.28% Reduced -119.8k -119,812
62 Waterloo Capital, L.P. 0.74% of their portfolio AUSTIN, TX 172,101172.1k $7.9m $7.9m 0.74% New
63 Blue Investment Partners LLC 2.90% of their portfolio ALAMO, CA 167,428167.4k $7.7m $7.7m 2.90% Added +35.3k +35,334
64 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 166,586166.6k $7.7m $7.7m 0.03% Added +48.6k +48,563
65 Tradition Wealth Management, LLC 0.67% of their portfolio EDINA, MN 165,813165.8k $7.6m $7.6m 0.67% Added +78.8k +78,753
66 Seascape Capital Management 2.62% of their portfolio PORTSMOUTH, NH 163,049163.0k $7.5m $7.5m 2.62% Added +15.5k +15,523
67 Perigon Wealth Management, LLC 0.19% of their portfolio SAN FRANCISCO, CA 156,885156.9k $7.2m $7.2m 0.19% Added +55.5k +55,550
68 Prospera Financial Services Inc 0.16% of their portfolio Dallas, TX 153,656153.7k $7.1m $7.1m 0.16% Added +8.1k +8,084
69 SkyOak Wealth, LLC 1.53% of their portfolio SOUTHFIELD, MI 151,858151.9k $7.0m $7.0m 1.53% Added +32.5k +32,541
70 Armor Investment Advisors, LLC 2.85% of their portfolio RALEIGH, NC 149,551149.6k $6.9m $6.9m 2.85% Added +5.7k +5,744
71 BankPlus Wealth Management LLC 5.00% of their portfolio JACKSON, MS 147,631147.6k $6.8m $6.8m 5.00% Added +8.3k +8,323
72 Blue Chip Partners, LLC 0.58% of their portfolio FARMINGTON HILLS, MI 146,395146.4k $6.7m $6.7m 0.58% Reduced -16.8k -16,783
73 Alpha Advisors, LLC/VA 5.83% of their portfolio RICHMOND, VA 145,253145.3k $6.7m $6.7m 5.83% Added +131.0k +130,965
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 134,534134.5k $6.2m $6.2m 0.00% Added +34.1k +34,068
75 Lionsbridge Wealth Management LLC 5.48% of their portfolio JACKSONVILLE BEACH, FL 133,878133.9k $6.2m $6.2m 5.48% Reduced -18.3k -18,335
76 O'ROURKE & COMPANY, Inc 3.05% of their portfolio BOSTON, MA 133,382133.4k $6.1m $6.1m 3.05% Added +14.1k +14,140
77 PEAPACK GLADSTONE FINANCIAL CORP 0.09% of their portfolio BEDMINSTER, NJ 133,331133.3k $6.1m $6.1m 0.09% New
78 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 131,691131.7k $6.1m $6.1m 0.04% Added +12.8k +12,769
79 Nordwand Advisors, LLC 2.27% of their portfolio RADNOR, PA 131,223131.2k $6.0m $6.0m 2.27% Unchanged
80 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 128,061128.1k $5.9m $5.9m 0.01% Added +103.7k +103,745
81 Mutual Advisors, LLC 0.17% of their portfolio OMAHA, NE 126,524126.5k $5.8m $5.8m 0.17% Added +49.1k +49,061
82 Blue Oak Capital, LLC 3.20% of their portfolio MENLO PARK, CA 125,931125.9k $5.8m $5.8m 3.20% Added +18.6k +18,611
83 Marmo Financial Group, LLC 2.73% of their portfolio Johnson City, TN 108,399108.4k $5.0m $5.0m 2.73% Added +15.8k +15,788
84 MorganRosel Wealth Management, LLC 1.45% of their portfolio HIGHLANDS RANCH, CO 103,909103.9k $4.8m $4.8m 1.45% Added +45.7k +45,664
85 Red Mountain Financial, LLC 5.73% of their portfolio FORT COLLINS, CO 102,100102.1k $4.7m $4.7m 5.73% Added +6.0k +5,986
86 AXXCESS WEALTH MANAGEMENT, LLC 0.13% of their portfolio CARLSBAD, CA 101,654101.7k $4.7m $4.7m 0.13% Added +68.1k +68,071
87 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 99,990100.0k $4.6m $4.6m 0.01% Reduced -15.9k -15,864
88 KELLY FINANCIAL GROUP LLC 1.42% of their portfolio Wethersfield, CT 98,33798.3k $4.5m $4.5m 1.42% New
89 LifeGoal Investments, LLC 4.86% of their portfolio SARATOGA SPRINGS, NY 97,60597.6k $4.5m $4.5m 4.86% Added +16.4k +16,373
90 KICKSTAND VENTURES, LLC. 1.11% of their portfolio PITTSFORD, NY 93,80693.8k $4.3m $4.3m 1.11% Added +8.8k +8,752
91 Syverson Strege & Co 1.37% of their portfolio WEST DES MOINES, IA 92,39792.4k $4.3m $4.3m 1.37% Added +2.5k +2,486
92 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 88,95489.0k $4.1m $4.1m 0.03% Added +60.2k +60,160
93 Evolution Wealth Advisors, LLC 0.67% of their portfolio AVENTURA, FL 87,45187.5k $4.0m $4.0m 0.67% Added +26.3k +26,335
94 OPTIMA CAPITAL LLC 2.53% of their portfolio PORTLAND, OR 86,19986.2k $4.0m $4.0m 2.53% Added +40.5k +40,453
95 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 85,23485.2k $3.9m $3.9m 0.08% Reduced -6.2k -6,163
96 MN Wealth Advisors, LLC 2.23% of their portfolio OVERLAND PARK, KS 82,36182.4k $3.8m $3.8m 2.23% Added +11.1k +11,081
97 Strategies Wealth Advisors, LLC 0.46% of their portfolio GRAND RAPIDS, MI 82,24282.2k $3.8m $3.8m 0.46% Reduced -2.5k -2,494
98 Keystone Financial Services, LLC 3.20% of their portfolio OMAHA, NE 81,93381.9k $3.8m $3.8m 3.20% Added +2.8k +2,813
99 Martin Worley Group 2.08% of their portfolio COTTONWOOD HEIGHTS, UT 79,08479.1k $3.6m $3.6m 2.08% Added +13.0k +12,959
100 Paladin Advisory Group, LLC 2.88% of their portfolio CLIVE, IA 78,12178.1k $3.6m $3.6m 2.88% Reduced -1.1k -1,127