Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

357 institutional holders +17 vs Q2 2025
84,121,01584.1m shares reported held*
$3.9bnreported value*
45 new 223 added 61 reduced 22 sold out net bought ≈ $890.4m (+19.2m 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 ($8.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.41.

Trends to Q3 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: 340Q3 25: 357357Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025357

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 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 25Q2 25: 233 bought or addedQ2 25: 96 cut or sold outQ3 25: 268 bought or addedQ3 25: 83 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202311839
Q1 202412749
Q2 202413159
Q3 202415948
Q4 202417066
Q1 202521678
Q2 202523396
Q3 202526883

Biggest buyers

JPMORGAN CHASE & CO Added +8,008,226+8.0m
Sequoia Financial Advisors, LLC Added +1,914,053+1.9m
WELLS FARGO & COMPANY/MN Added +1,591,771+1.6m
MORGAN STANLEY Added +1,590,629+1.6m
ENVESTNET ASSET MANAGEMENT INC Added +839,269+839.3k
TRUIST FINANCIAL CORP Added +387,821+387.8k
Waverly Advisors, LLC Added +348,776+348.8k
Savant Capital, LLC Added +327,201+327.2k
ELEMENT POINTE ADVISORS, LLC New +318,624+318.6k
One Capital Management, LLC Added +270,527+270.5k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,852,899-1.9m
Vestmark Advisory Solutions, Inc. Reduced -442,448-442.4k
Kingsview Wealth Management, LLC Reduced -201,932-201.9k
Rockefeller Capital Management L.P. Reduced -98,415-98.4k
Savvy Advisors, Inc. Reduced -52,761-52.8k
Financial Advocates Investment Management Sold out -50,454-50.5k
Hilton Capital Management, LLC Reduced -49,123-49.1k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -43,765-43.8k
RENAISSANCE TECHNOLOGIES LLC Reduced -39,889-39.9k
Vienna Asset Management LLC Reduced -38,386-38.4k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 14,858,85214.9m $689.6m $689.6m 0.02% Added +8.0m +8,008,226
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 5,396,1675.4m $250.4m $250.4m 0.02% Added +1.6m +1,590,629
3 Sequoia Financial Advisors, LLC 1.30% of their portfolio Akron, OH 4,609,5704.6m $213.9m $213.9m 1.30% Added +1.9m +1,914,053
4 Savant Capital, LLC 0.99% of their portfolio ROCKFORD, IL 3,524,8443.5m $163.6m $163.6m 0.99% Added +327.2k +327,201
5 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 2,577,2892.6m $119.6m $119.6m 0.02% Added +1.6m +1,591,771
6 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,438,0902.4m $113.2m $113.2m 0.03% Added +839.3k +839,269
7 Heritage Financial Services, LLC 9.62% of their portfolio Westwood, MA 2,305,3822.3m $107.0m $107.0m 9.62% Added +99.6k +99,558
8 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,180,8092.2m $101.2m $101.2m 0.01% Added +16.2k +16,159
9 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,119,9732.1m $98.4m $98.4m 0.02% Reduced -1.9m -1,852,899
10 Waverly Advisors, LLC 0.98% of their portfolio BIRMINGHAM, AL 2,106,0782.1m $97.7m $97.7m 0.98% Added +348.8k +348,776
11 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 1,915,1181.9m $89.1m $89.1m 0.12% Added +93.1k +93,062
12 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 1,202,5661.2m $55.8m $55.8m 0.13% Added +147.2k +147,207
13 CARY STREET PARTNERS FINANCIAL LLC 1.35% of their portfolio RICHMOND, VA 1,120,4071.1m $52.0m $52.0m 1.35% Added +95.0k +95,020
14 Syntegra Private Wealth Group, LLC 4.57% of their portfolio Chesterfield, MO 1,045,3401.0m $48.5m $48.5m 4.57% Added +49.3k +49,282
15 D'Orazio & Associates, Inc. 5.53% of their portfolio VIENNA, VA 901,942901.9k $41.9m $41.9m 5.53% Added +50.9k +50,920
16 Hilton Capital Management, LLC 3.39% of their portfolio Garden City, NY 901,594901.6k $41.8m $41.8m 3.39% Reduced -49.1k -49,123
17 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 884,316884.3k $41.0m $41.0m 0.01% Added +173.4k +173,407
18 Enclave Advisors LLC 6.19% of their portfolio AUSTIN, TX 872,902872.9k $40.5m $40.5m 6.19% Added +41.0k +41,007
19 Wagner Wealth Management, LLC 8.52% of their portfolio GREENVILLE, SC 791,276791.3k $36.7m $36.7m 8.52% Added +134.9k +134,935
20 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 755,740755.7k $35.1m $35.1m 0.05% Added +387.8k +387,821
21 Diversified Enterprises, LLC 2.31% of their portfolio Wilmington, DE 738,494738.5k $34.3m $34.3m 2.31% Added +23.3k +23,304
22 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 708,541708.5k $32.9m $32.9m 0.04% Reduced -39.9k -39,889
23 Vestmark Advisory Solutions, Inc. 0.58% of their portfolio Wakefield, MA 653,672653.7k $30.3m $30.3m 0.58% Reduced -442.4k -442,448
24 Cornerstone Advisory, LLC 2.72% of their portfolio HUNT VALLEY, MD 597,558597.6k $27.7m $27.7m 2.72% Added +35.1k +35,122
25 Scott Capital Advisors, LLC 5.81% of their portfolio PORTLAND, OR 555,231555.2k $25.7m $25.7m 5.81% Added +161.6k +161,615
26 Capital Advisors Wealth Management, LLC 3.55% of their portfolio YAKIMA, WA 536,064536.1k $24.9m $24.9m 3.55% Added +18.9k +18,907
27 NewEdge Wealth, LLC 0.35% of their portfolio STAMFORD, CT 531,112531.1k $24.5m $24.5m 0.35% Added +19.0k +19,014
28 Lineweaver Wealth Advisors, LLC 3.60% of their portfolio VALLEY VIEW, OH 530,067530.1k $24.6m $24.6m 3.60% Added +27.4k +27,372
29 Visionary Wealth Advisors 1.15% of their portfolio O'FALLON, IL 529,495529.5k $24.6m $24.6m 1.15% Added +115.5k +115,474
30 Wealthcare Advisory Partners LLC 0.50% of their portfolio WEST CHESTER, PA 514,016514.0k $23.9m $23.9m 0.50% Added +31.1k +31,139
31 Echo Wealth Management, LLC 13.66% of their portfolio PLYMOUTH, MN 504,207504.2k $23.4m $23.4m 13.66% Added +14.2k +14,228
32 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 500,657500.7k $23.2m $23.2m 0.02% Added +63.1k +63,145
33 Planned Solutions, Inc. 8.01% of their portfolio FOLSOM, CA 497,668497.7k $23.1m $23.1m 8.01% Added +24.1k +24,129
34 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 495,420495.4k $23.0m $23.0m 0.03% Added +89.5k +89,543
35 Longview Financial Advisors LLC 12.71% of their portfolio SAN RAFAEL, CA 475,253475.3k $22.1m $22.1m 12.71% Added +20.3k +20,306
36 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 474,678474.7k $22.0m $22.0m 0.01% Reduced -21.0k -20,986
37 Williams Financial, LLC 21.83% of their portfolio NORTH BENNINGTON, VT 456,107456.1k $21.2m $21.2m 21.83% Added +3.0k +3,039
38 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5.86% of their portfolio HUNTINGDON VALLEY, PA 433,892433.9k $20.1m $20.1m 5.86% Added +32.7k +32,740
39 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.06% of their portfolio ALAMO, CA 425,203425.2k $19.7m $19.7m 2.06% Added +86.9k +86,868
40 TPG Financial Advisors, LLC 7.27% of their portfolio PORTLAND, OR 420,482420.5k $19.5m $19.5m 7.27% Added +15.1k +15,095
41 Certified Advisory Corp 1.84% of their portfolio ALTAMONTE SPRINGS, FL 416,549416.5k $19.3m $19.3m 1.84% Added +74.9k +74,924
42 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 401,410401.4k $18.6m $18.6m 0.02% Added +21.1k +21,085
43 NavPoint Financial, Inc. 8.90% of their portfolio Prior Lake, MN 365,541365.5k $17.0m $17.0m 8.90% Added +68.3k +68,349
44 Schneider Downs Wealth Management Advisors, LP 2.01% of their portfolio Pittsburgh, PA 365,251365.3k $17.0m $17.0m 2.01% Added +33.1k +33,123
45 ELEVATION POINT WEALTH PARTNERS, LLC 1.16% of their portfolio DENVER, CO 357,465357.5k $16.6m $16.6m 1.16% Added +47.1k +47,134
46 D.A. DAVIDSON & CO. 0.11% of their portfolio GREAT FALLS, MT 355,745355.7k $16.5m $16.5m 0.11% Added +249.9k +249,876
47 Armor Investment Advisors, LLC 5.15% of their portfolio RALEIGH, NC 349,900349.9k $16.2m $16.2m 5.15% Added +189.4k +189,389
48 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 339,002339.0k $15.7m $15.7m 0.08% Added +43.9k +43,851
49 Fortress Wealth Management, Inc. 6.97% of their portfolio Culver City, CA 337,830337.8k $15.7m $15.7m 6.97% Reduced -4.0k -4,021
50 Magnus Financial Group LLC 1.21% of their portfolio NEW YORK, NY 328,605328.6k $15.3m $15.3m 1.21% Added +8.6k +8,601
51 ELEMENT POINTE ADVISORS, LLC 3.15% of their portfolio MIAMI, FL 318,624318.6k $14.8m $14.8m 3.15% New
52 Geneos Wealth Management Inc. 0.36% of their portfolio ENGLEWOOD, CO 304,089304.1k $14.1m $14.1m 0.36% Added +60.2k +60,238
53 Obsidian Personal Planning Solutions LLC 4.81% of their portfolio ROCKVILLE, MD 298,749298.7k $13.9m $13.9m 4.81% Added +11.0k +10,962
54 SMITH, MOORE & CO. 1.04% of their portfolio CLAYTON, MO 293,509293.5k $13.6m $13.6m 1.04% Added +9.4k +9,354
55 Bernardo Wealth Planning LLC 2.60% of their portfolio HARLEYSVILLE, PA 285,922285.9k $13.3m $13.3m 2.60% Added +66.0k +66,039
56 Greenwich Wealth Management LLC 0.65% of their portfolio GREENWICH, CT 282,027282.0k $13.1m $13.1m 0.65% Added +154.6k +154,595
57 One Capital Management, LLC 0.41% of their portfolio WESTLAKE VILLAGE, CA 276,523276.5k $12.8m $12.8m 0.41% Added +270.5k +270,527
58 FMA Wealth Management, LLC 8.64% of their portfolio DUXBURY, MA 271,302271.3k $12.6m $12.6m 8.64% Added +9.0k +9,044
59 Tradition Wealth Management, LLC 0.91% of their portfolio EDINA, MN 264,591264.6k $12.3m $12.3m 0.91% Added +18.7k +18,685
60 American Financial Advisors, LLC 1.54% of their portfolio Marietta, GA 257,284257.3k $11.9m $11.9m 1.54% Added +240.4k +240,440
61 Arkadios Wealth Advisors 0.29% of their portfolio ATLANTA, GA 251,687251.7k $11.7m $11.7m 0.29% Added +196.8k +196,751
62 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 250,708250.7k $11.6m $11.6m 0.02% Added +42.6k +42,616
63 DAYMARK WEALTH PARTNERS, LLC 0.39% of their portfolio CINCINNATI, OH 249,107249.1k $11.6m $11.6m 0.39% Added +18.3k +18,302
64 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 234,806234.8k $10.9m $10.9m 0.10% Added +190.1k +190,069
65 JOURNEY STRATEGIC WEALTH LLC 0.30% of their portfolio SUMMIT, NJ 229,451229.5k $10.6m $10.6m 0.30% Added +14.2k +14,184
66 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 224,439224.4k $10.4m $10.4m 0.05% Added +74.5k +74,450
67 Perigon Wealth Management, LLC 0.21% of their portfolio SAN FRANCISCO, CA 223,018223.0k $10.4m $10.4m 0.21% Added +48.0k +47,986
68 Richard W. Paul & Associates, LLC 3.29% of their portfolio NOVI, MI 207,837207.8k $9.6m $9.6m 3.29% Added +8.4k +8,429
69 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 201,936201.9k $9.4m $9.4m 0.03% Added +86.9k +86,932
70 Royal Harbor Partners, LLC 2.96% of their portfolio HOUSTON, TX 187,924187.9k $8.7m $8.7m 2.96% Reduced -1.6k -1,586
71 MATHER GROUP, LLC. 0.09% of their portfolio CHICAGO, IL 182,189182.2k $8.5m $8.5m 0.09% Added +5.9k +5,879
72 Waterloo Capital, L.P. 0.62% of their portfolio AUSTIN, TX 180,804180.8k $8.4m $8.4m 0.62% Added +10.9k +10,885
73 Penney Financial, LLC 3.72% of their portfolio HOUSTON, TX 179,047179.0k $8.3m $8.3m 3.72% Added +8.5k +8,502
74 Financial Management Professionals, Inc. 0.85% of their portfolio AUSTIN, TX 176,344176.3k $8.2m $8.2m 0.85% Reduced -5.5k -5,479
75 Seascape Capital Management 2.31% of their portfolio PORTSMOUTH, NH 173,847173.8k $8.1m $8.1m 2.31% Reduced -856 -856
76 Alpha Advisors, LLC/VA 5.97% of their portfolio RICHMOND, VA 171,127171.1k $7.9m $7.9m 5.97% Reduced -1.2k -1,228
77 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 166,909166.9k $7.7m $7.7m 0.01% Added +88.0k +87,965
78 BankPlus Wealth Management LLC 4.54% of their portfolio JACKSON, MS 165,945165.9k $7.7m $7.7m 4.54% Added +12.4k +12,369
79 Prospera Financial Services Inc 0.13% of their portfolio Dallas, TX 162,482162.5k $7.5m $7.5m 0.13% Added +7.3k +7,339
80 Mutual Advisors, LLC 0.17% of their portfolio OMAHA, NE 162,432162.4k $7.5m $7.5m 0.17% Added +6.8k +6,826
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 161,101161.1k $7.5m $7.5m 0.00% Added +10.2k +10,233
82 O'ROURKE & COMPANY, Inc 3.12% of their portfolio BOSTON, MA 160,980161.0k $7.5m $7.5m 3.12% Added +19.3k +19,342
83 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 159,189159.2k $7.4m $7.4m 0.00% Added +147.3k +147,285
84 Krilogy Financial LLC 0.27% of their portfolio ST. LOUIS, MO 157,656157.7k $7.3m $7.3m 0.27% Added +97.3k +97,317
85 Horizon Investments, LLC 0.09% of their portfolio Charlotte, NC 156,260156.3k $7.2m $7.2m 0.09% New
86 FOUNDERS FINANCIAL SECURITIES LLC 0.49% of their portfolio TOWSON, MD 155,899155.9k $7.2m $7.2m 0.49% New
87 SkyOak Wealth, LLC 1.36% of their portfolio SOUTHFIELD, MI 155,710155.7k $7.2m $7.2m 1.36% Added +7.0k +6,969
88 Financial Futures Ltd Liability Co. 3.41% of their portfolio BRIELLE, NJ 151,146151.1k $7.0m $7.0m 3.41% Added +13.0k +12,995
89 Etesian Wealth Advisors, Inc. 2.28% of their portfolio West Linn, OR 148,816148.8k $6.9m $6.9m 2.28% Added +22.9k +22,880
90 MorganRosel Wealth Management, LLC 1.78% of their portfolio HIGHLANDS RANCH, CO 147,741147.7k $6.9m $6.9m 1.78% Added +27.1k +27,107
91 Blue Chip Partners, LLC 0.50% of their portfolio FARMINGTON HILLS, MI 144,954145.0k $6.7m $6.7m 0.50% Added +1.4k +1,359
92 Lionsbridge Wealth Management LLC 6.40% of their portfolio JACKSONVILLE BEACH, FL 140,008140.0k $6.5m $6.5m 6.40% Added +2.3k +2,311
93 HBW ADVISORY SERVICES LLC 0.70% of their portfolio SIMI VALLEY, CA 134,431134.4k $6.2m $6.2m 0.70% Added +23.4k +23,390
94 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 133,269133.3k $6.2m $6.2m 0.02% Reduced -32.4k -32,361
95 Bridgewealth Advisory Group, LLC 1.43% of their portfolio Fresno, CA 133,111133.1k $6.2m $6.2m 1.43% Added +9.4k +9,355
96 Nordwand Advisors, LLC 0.97% of their portfolio RADNOR, PA 131,443131.4k $6.1m $6.1m 0.97% Unchanged
97 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 130,053130.1k $6.0m $6.0m 0.02% Added +32.4k +32,374
98 OPTIMA CAPITAL LLC 2.90% of their portfolio PORTLAND, OR 128,731128.7k $6.0m $6.0m 2.90% Added +19.9k +19,865
99 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 127,519127.5k $5.9m $5.9m 0.01% Added +14.9k +14,854
100 TBH Global Asset Management, LLC 1.12% of their portfolio Brentwood, TN 123,285123.3k $5.7m $5.7m 1.12% New