Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

340 institutional holders +41 vs Q1 2025
64,830,50764.8m shares reported held*
$3.0bnreported value*
62 new 171 added 77 reduced 19 sold out net bought ≈ $630.0m (+13.6m 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 ($29.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.32.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 37Q4 22: 67Q1 23: 85Q2 23: 110Q3 23: 134Q4 23: 167Q1 24: 179Q2 24: 200Q3 24: 231Q4 24: 272Q1 25: 299Q2 25: 340340Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025340

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 24Q1 25: 216 bought or addedQ1 25: 78 cut or sold outQ2 25: 233 bought or addedQ2 25: 96 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310617
Q4 202311839
Q1 202412749
Q2 202413159
Q3 202415948
Q4 202417066
Q1 202521678
Q2 202523396

Biggest buyers

ROYAL BANK OF CANADA Added +2,011,133+2.0m
JPMORGAN CHASE & CO Added +1,783,134+1.8m
Hilton Capital Management, LLC New +950,717+950.7k
ENVESTNET ASSET MANAGEMENT INC Added +726,850+726.9k
Savant Capital, LLC Added +709,769+709.8k
MORGAN STANLEY Added +605,508+605.5k
WELLS FARGO & COMPANY/MN Added +548,261+548.3k
Sequoia Financial Advisors, LLC Added +536,335+536.3k
LPL Financial LLC Added +459,432+459.4k
Waverly Advisors, LLC Added +417,593+417.6k

Biggest sellers

Atria Wealth Solutions, Inc. Reduced -278,451-278.5k
Investment Planning Advisors, Inc. Reduced -205,692-205.7k
Focus Financial Network, Inc. Reduced -144,449-144.4k
PEAPACK GLADSTONE FINANCIAL CORP Sold out -133,331-133.3k
Janney Montgomery Scott LLC Reduced -85,565-85.6k
DAYMARK WEALTH PARTNERS, LLC Reduced -72,535-72.5k
Synergy Asset Management, LLC Sold out -68,548-68.5k
B. Riley Wealth Advisors, Inc. Sold out -63,436-63.4k
U.S. Capital Wealth Advisors, LLC Reduced -50,967-51.0k
Legacy Wealth Managment, LLC/ID Reduced -35,758-35.8k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 6,850,6266.9m $317.3m $317.3m 0.02% Added +1.8m +1,783,134
2 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 3,972,8724.0m $184.0m $184.0m 0.02% Added +2.0m +2,011,133
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,805,5383.8m $176.3m $176.3m 0.01% Added +605.5k +605,508
4 Savant Capital, LLC 1.06% of their portfolio ROCKFORD, IL 3,197,6433.2m $148.1m $148.1m 1.06% Added +709.8k +709,769
5 Sequoia Financial Advisors, LLC 0.86% of their portfolio Akron, OH 2,695,5172.7m $124.9m $124.9m 0.86% Added +536.3k +536,335
6 Heritage Financial Services, LLC 9.83% of their portfolio Westwood, MA 2,205,8242.2m $102.2m $102.2m 9.83% Added +23.1k +23,079
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,164,6502.2m $100.3m $100.3m 0.01% Added +293.6k +293,600
8 OSAIC HOLDINGS, INC. 0.15% of their portfolio SCOTTSDALE, AZ 1,822,0561.8m $84.4m $84.4m 0.15% Added +212.5k +212,471
9 Waverly Advisors, LLC 0.89% of their portfolio BIRMINGHAM, AL 1,757,3021.8m $81.4m $81.4m 0.89% Added +417.6k +417,593
10 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,598,8211.6m $74.1m $74.1m 0.02% Added +726.9k +726,850
11 Vestmark Advisory Solutions, Inc. 0.73% of their portfolio Wakefield, MA 1,096,1201.1m $50.8m $50.8m 0.73% Added +361.5k +361,493
12 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 1,055,3591.1m $48.9m $48.9m 0.13% Reduced -85.6k -85,565
13 CARY STREET PARTNERS FINANCIAL LLC 1.33% of their portfolio RICHMOND, VA 1,025,3871.0m $47.5m $47.5m 1.33% Added +135.1k +135,094
14 Syntegra Private Wealth Group, LLC 4.71% of their portfolio Chesterfield, MO 996,058996.1k $46.1m $46.1m 4.71% Added +11.0k +10,964
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 985,518985.5k $45.6m $45.6m 0.01% Added +548.3k +548,261
16 Hilton Capital Management, LLC 3.51% of their portfolio Garden City, NY 950,717950.7k $44.0m $44.0m 3.51% New
17 D'Orazio & Associates, Inc. 5.56% of their portfolio VIENNA, VA 851,022851.0k $39.4m $39.4m 5.56% Added +25.9k +25,888
18 Enclave Advisors LLC 6.22% of their portfolio AUSTIN, TX 831,895831.9k $38.5m $38.5m 6.22% Added +20.1k +20,114
19 RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio NEW YORK, NY 748,430748.4k $34.7m $34.7m 0.05% Added +241.6k +241,581
20 Diversified Enterprises, LLC 2.47% of their portfolio Wilmington, DE 715,190715.2k $33.1m $33.1m 2.47% Added +41.6k +41,620
21 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 710,909710.9k $32.9m $32.9m 0.01% Added +123.9k +123,935
22 Wagner Wealth Management, LLC 6.93% of their portfolio GREENVILLE, SC 656,341656.3k $30.4m $30.4m 6.93% Added +22.6k +22,587
23 Cornerstone Advisory, LLC 2.80% of their portfolio HUNT VALLEY, MD 562,436562.4k $26.1m $26.1m 2.80% Added +21.5k +21,513
24 Capital Advisors Wealth Management, LLC 3.76% of their portfolio YAKIMA, WA 517,157517.2k $24.0m $24.0m 3.76% Added +44.0k +44,018
25 NewEdge Wealth, LLC 0.37% of their portfolio STAMFORD, CT 512,098512.1k $23.7m $23.7m 0.37% Added +212.6k +212,645
26 Lineweaver Wealth Advisors, LLC 3.68% of their portfolio VALLEY VIEW, OH 502,695502.7k $23.3m $23.3m 3.68% Added +34.5k +34,481
27 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 495,664495.7k $23.0m $23.0m 0.01% Added +459.4k +459,432
28 Echo Wealth Management, LLC 13.91% of their portfolio PLYMOUTH, MN 489,979490.0k $22.7m $22.7m 13.91% Added +15.4k +15,384
29 Wealthcare Advisory Partners LLC 0.51% of their portfolio WEST CHESTER, PA 482,877482.9k $22.4m $22.4m 0.51% Added +52.2k +52,164
30 Planned Solutions, Inc. 8.42% of their portfolio FOLSOM, CA 473,539473.5k $21.9m $21.9m 8.42% Reduced -2.5k -2,462
31 Longview Financial Advisors LLC 13.20% of their portfolio SAN RAFAEL, CA 454,947454.9k $21.1m $21.1m 13.20% Added +4.2k +4,239
32 Williams Financial, LLC 22.88% of their portfolio NORTH BENNINGTON, VT 453,068453.1k $21.0m $21.0m 22.88% Added +54.7k +54,707
33 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 437,512437.5k $20.3m $20.3m 0.02% Added +309.5k +309,451
34 Visionary Wealth Advisors 0.98% of their portfolio O'FALLON, IL 414,021414.0k $19.2m $19.2m 0.98% Added +66.7k +66,748
35 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 405,877405.9k $18.8m $18.8m 0.03% Added +184.0k +183,957
36 TPG Financial Advisors, LLC 7.52% of their portfolio PORTLAND, OR 405,387405.4k $18.8m $18.8m 7.52% Reduced -16.6k -16,648
37 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5.94% of their portfolio HUNTINGDON VALLEY, PA 401,152401.2k $18.6m $18.6m 5.94% Added +5.6k +5,594
38 Scott Capital Advisors, LLC 4.92% of their portfolio PORTLAND, OR 393,616393.6k $18.1m $18.1m 4.92% Added +15.9k +15,926
39 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 380,325380.3k $17.6m $17.6m 0.02% Added +68.6k +68,562
40 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 367,919367.9k $17.0m $17.0m 0.03% Added +154.1k +154,142
41 Fortress Wealth Management, Inc. 7.64% of their portfolio Culver City, CA 341,851341.9k $15.8m $15.8m 7.64% Added +22.8k +22,846
42 Certified Advisory Corp 1.64% of their portfolio ALTAMONTE SPRINGS, FL 341,625341.6k $15.8m $15.8m 1.64% Added +14.9k +14,945
43 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.81% of their portfolio ALAMO, CA 338,335338.3k $15.7m $15.7m 1.81% Added +69.4k +69,360
44 Schneider Downs Wealth Management Advisors, LP 2.30% of their portfolio Pittsburgh, PA 332,128332.1k $15.4m $15.4m 2.30% Added +94.8k +94,771
45 Magnus Financial Group LLC 1.30% of their portfolio NEW YORK, NY 320,004320.0k $14.8m $14.8m 1.30% Added +13.8k +13,796
46 ELEVATION POINT WEALTH PARTNERS, LLC 1.12% of their portfolio DENVER, CO 310,331310.3k $14.4m $14.4m 1.12% Reduced -10.8k -10,803
47 Kingsview Wealth Management, LLC 0.24% of their portfolio GRANTS PASS, OR 302,553302.6k $14.0m $14.0m 0.24% Added +56.8k +56,760
48 NavPoint Financial, Inc. 8.32% of their portfolio Prior Lake, MN 297,192297.2k $13.8m $13.8m 8.32% Added +82.1k +82,093
49 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 295,151295.2k $13.7m $13.7m 0.07% Added +26.8k +26,797
50 Obsidian Personal Planning Solutions LLC 5.39% of their portfolio ROCKVILLE, MD 287,787287.8k $13.3m $13.3m 5.39% Added +8.8k +8,826
51 SMITH, MOORE & CO. 1.10% of their portfolio CLAYTON, MO 284,155284.2k $13.2m $13.2m 1.10% Reduced -5.8k -5,772
52 FMA Wealth Management, LLC 8.99% of their portfolio DUXBURY, MA 262,258262.3k $12.1m $12.1m 8.99% Added +15.0k +15,006
53 Tradition Wealth Management, LLC 0.91% of their portfolio EDINA, MN 245,906245.9k $11.4m $11.4m 0.91% Added +80.1k +80,093
54 Geneos Wealth Management Inc. 0.28% of their portfolio ENGLEWOOD, CO 243,851243.9k $11.3m $11.3m 0.28% Reduced -35.5k -35,458
55 DAYMARK WEALTH PARTNERS, LLC 0.41% of their portfolio CINCINNATI, OH 230,805230.8k $10.7m $10.7m 0.41% Reduced -72.5k -72,535
56 Blue Investment Partners LLC 3.61% of their portfolio ALAMO, CA 222,272222.3k $10.3m $10.3m 3.61% Added +54.8k +54,844
57 Bernardo Wealth Planning LLC 2.21% of their portfolio HARLEYSVILLE, PA 219,883219.9k $10.2m $10.2m 2.21% Added +11.1k +11,113
58 JOURNEY STRATEGIC WEALTH LLC 0.32% of their portfolio SUMMIT, NJ 215,267215.3k $10.0m $10.0m 0.32% Added +40.5k +40,523
59 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 208,092208.1k $9.6m $9.6m 0.02% Added +218 +218
60 Richard W. Paul & Associates, LLC 3.34% of their portfolio NOVI, MI 199,408199.4k $9.2m $9.2m 3.34% Added +3.6k +3,590
61 Royal Harbor Partners, LLC 3.21% of their portfolio HOUSTON, TX 189,510189.5k $8.8m $8.8m 3.21% Added +3.2k +3,250
62 Financial Management Professionals, Inc. 0.95% of their portfolio AUSTIN, TX 181,823181.8k $8.4m $8.4m 0.95% Reduced -9.6k -9,618
63 MATHER GROUP, LLC. 0.09% of their portfolio CHICAGO, IL 176,310176.3k $8.2m $8.2m 0.09% Reduced -468 -468
64 Perigon Wealth Management, LLC 0.19% of their portfolio SAN FRANCISCO, CA 175,032175.0k $8.1m $8.1m 0.19% Added +18.1k +18,147
65 Seascape Capital Management 2.55% of their portfolio PORTSMOUTH, NH 174,703174.7k $8.1m $8.1m 2.55% Added +11.7k +11,654
66 Alpha Advisors, LLC/VA 6.84% of their portfolio RICHMOND, VA 172,355172.4k $8.0m $8.0m 6.84% Added +27.1k +27,102
67 Penney Financial, LLC 4.02% of their portfolio HOUSTON, TX 170,545170.5k $7.9m $7.9m 4.02% Added +164.0k +164,030
68 Waterloo Capital, L.P. 0.64% of their portfolio AUSTIN, TX 169,919169.9k $7.9m $7.9m 0.64% Reduced -2.2k -2,182
69 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 165,630165.6k $7.7m $7.7m 0.02% Reduced -956 -956
70 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 161,986162.0k $7.5m $7.5m 0.01% Added +104.8k +104,788
71 Armor Investment Advisors, LLC 2.80% of their portfolio RALEIGH, NC 160,511160.5k $7.4m $7.4m 2.80% Added +11.0k +10,960
72 Savvy Advisors, Inc. 0.49% of their portfolio NEW YORK, NY 157,552157.6k $7.3m $7.3m 0.49% New
73 Mutual Advisors, LLC 0.18% of their portfolio OMAHA, NE 155,606155.6k $7.2m $7.2m 0.18% Added +29.1k +29,082
74 Prospera Financial Services Inc 0.13% of their portfolio Dallas, TX 155,143155.1k $7.2m $7.2m 0.13% Added +1.5k +1,487
75 BankPlus Wealth Management LLC 4.72% of their portfolio JACKSON, MS 153,576153.6k $7.1m $7.1m 4.72% Added +5.9k +5,945
76 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 150,868150.9k $7.0m $7.0m 0.00% Added +16.3k +16,334
77 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 149,989150.0k $6.9m $6.9m 0.04% Added +18.3k +18,298
78 SkyOak Wealth, LLC 1.38% of their portfolio SOUTHFIELD, MI 148,741148.7k $6.9m $6.9m 1.38% Reduced -3.1k -3,117
79 Blue Chip Partners, LLC 0.54% of their portfolio FARMINGTON HILLS, MI 143,595143.6k $6.7m $6.7m 0.54% Reduced -2.8k -2,800
80 O'ROURKE & COMPANY, Inc 3.06% of their portfolio BOSTON, MA 141,638141.6k $6.6m $6.6m 3.06% Added +8.3k +8,256
81 Financial Futures Ltd Liability Co. 3.43% of their portfolio BRIELLE, NJ 138,151138.2k $6.4m $6.4m 3.43% Added +121.8k +121,780
82 Lionsbridge Wealth Management LLC 6.35% of their portfolio JACKSONVILLE BEACH, FL 137,697137.7k $6.4m $6.4m 6.35% Added +3.8k +3,819
83 Nordwand Advisors, LLC 0.96% of their portfolio RADNOR, PA 131,443131.4k $6.1m $6.1m 0.96% Added +220 +220
84 Greenwich Wealth Management LLC 0.29% of their portfolio GREENWICH, CT 127,432127.4k $5.9m $5.9m 0.29% Added +79.6k +79,648
85 Etesian Wealth Advisors, Inc. 2.18% of their portfolio West Linn, OR 125,936125.9k $5.8m $5.8m 2.18% Added +59.5k +59,524
86 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 125,414125.4k $5.8m $5.8m 0.01% Added +96.2k +96,203
87 Bridgewealth Advisory Group, LLC 1.46% of their portfolio Fresno, CA 123,756123.8k $5.7m $5.7m 1.46% Added +100.3k +100,314
88 MorganRosel Wealth Management, LLC 1.53% of their portfolio HIGHLANDS RANCH, CO 120,634120.6k $5.6m $5.6m 1.53% Added +16.7k +16,725
89 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 115,004115.0k $5.3m $5.3m 0.02% Added +48.5k +48,496
90 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 112,665112.7k $5.2m $5.2m 0.01% Added +12.7k +12,675
91 HBW ADVISORY SERVICES LLC 0.63% of their portfolio SIMI VALLEY, CA 111,041111.0k $5.1m $5.1m 0.63% Added +74.1k +74,117
92 Red Mountain Financial, LLC 5.60% of their portfolio FORT COLLINS, CO 108,927108.9k $5.0m $5.0m 5.60% Added +6.8k +6,827
93 OPTIMA CAPITAL LLC 2.71% of their portfolio PORTLAND, OR 108,866108.9k $5.0m $5.0m 2.71% Added +22.7k +22,667
94 Marmo Financial Group, LLC 2.50% of their portfolio Johnson City, TN 108,506108.5k $5.0m $5.0m 2.50% Added +107 +107
95 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 107,738107.7k $5.0m $5.0m 0.04% Added +74.3k +74,321
96 McCarthy & Cox 1.30% of their portfolio MARYSVILLE, OH 107,391107.4k $5.0m $5.0m 1.30% New
97 D.A. DAVIDSON & CO. 0.03% of their portfolio GREAT FALLS, MT 105,869105.9k $4.9m $4.9m 0.03% Added +16.9k +16,915
98 KELLY FINANCIAL GROUP LLC 1.38% of their portfolio Wethersfield, CT 103,064103.1k $4.8m $4.8m 1.38% Added +4.7k +4,727
99 Blue Oak Capital, LLC 2.50% of their portfolio MENLO PARK, CA 102,554102.6k $4.8m $4.8m 2.50% Reduced -23.4k -23,377
100 Evolution Wealth Advisors, LLC 0.69% of their portfolio AVENTURA, FL 102,471102.5k $4.7m $4.7m 0.69% Added +15.0k +15,020