Vault-13

J P MORGAN EXCHANGE TRADED F JPIE

INCOME ETF · ETP · CUSIP 46641Q159

416 institutional holders +59 vs Q3 2025
91,993,83992.0m shares reported held*
$4.3bnreported value*
51 new 234 added 79 reduced 19 sold out net bought ≈ $244.5m (+5.3m 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 ($10.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.27.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 357Q4 25: 416416Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025416

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 268 bought or addedQ3 25: 83 cut or sold outQ4 25: 285 bought or addedQ4 25: 98 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202412749
Q2 202413159
Q3 202415948
Q4 202417066
Q1 202521678
Q2 202523396
Q3 202526883
Q4 202528598

Biggest buyers

MORGAN STANLEY Added +1,393,857+1.4m
WELLS FARGO & COMPANY/MN Added +1,181,828+1.2m
Rockefeller Capital Management L.P. Added +1,068,410+1.1m
Sequoia Financial Advisors, LLC Added +982,593+982.6k
BANK OF AMERICA CORP /DE/ Added +922,529+922.5k
Williams Financial, LLC Added +597,595+597.6k
RAYMOND JAMES FINANCIAL INC Added +584,808+584.8k
Heritage Financial Services, LLC Added +543,246+543.2k
Vigilare Wealth Management New +447,971+448.0k
Confluence Wealth Services, Inc. Added +440,072+440.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -7,127,529-7.1m
RENAISSANCE TECHNOLOGIES LLC Reduced -501,553-501.6k
OSAIC HOLDINGS, INC. Reduced -434,761-434.8k
ELEVATION POINT WEALTH PARTNERS, LLC Reduced -349,971-350.0k
Integrated Wealth Concepts LLC Sold out -234,806-234.8k
Alpha Advisors, LLC/VA Sold out -171,127-171.1k
GOLDMAN SACHS GROUP INC Sold out -159,189-159.2k
Prospera Financial Services Inc Reduced -153,307-153.3k
TBH Global Asset Management, LLC Sold out -123,285-123.3k
McCarthy & Cox Sold out -120,387-120.4k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 7,731,3237.7m $357.9m $357.9m 0.02% Reduced -7.1m -7,127,529
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,790,0246.8m $314.3m $314.3m 0.02% Added +1.4m +1,393,857
3 Sequoia Financial Advisors, LLC 1.45% of their portfolio Akron, OH 5,592,1635.6m $258.9m $258.9m 1.45% Added +982.6k +982,593
4 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 3,759,1173.8m $174.0m $174.0m 0.03% Added +1.2m +1,181,828
5 Savant Capital, LLC 0.93% of their portfolio ROCKFORD, IL 3,532,4803.5m $163.5m $163.5m 0.93% Added +7.6k +7,636
6 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,103,3383.1m $143.7m $143.7m 0.01% Added +922.5k +922,529
7 Heritage Financial Services, LLC 11.01% of their portfolio Westwood, MA 2,848,6282.8m $131.9m $131.9m 11.01% Added +543.2k +543,246
8 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,541,4762.5m $117.6m $117.6m 0.03% Added +103.4k +103,386
9 Waverly Advisors, LLC 0.85% of their portfolio BIRMINGHAM, AL 2,276,1892.3m $105.4m $105.4m 0.85% Added +170.1k +170,111
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,164,5982.2m $100.2m $100.2m 0.02% Added +44.6k +44,625
11 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 1,480,3571.5m $68.5m $68.5m 0.10% Reduced -434.8k -434,761
12 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,469,1241.5m $68.0m $68.0m 0.02% Added +584.8k +584,808
13 Southern Financial Group, LLC 17.33% of their portfolio BIRMINGHAM, AL 1,307,7371.3m $60.5m $60.5m 17.33% First filing
14 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 1,131,9811.1m $52.4m $52.4m 0.09% Added +1.1m +1,068,410
15 Janney Montgomery Scott LLC 0.12% of their portfolio PHILADELPHIA, PA 1,109,0451.1m $51.3m $51.3m 0.12% Reduced -93.5k -93,521
16 Syntegra Private Wealth Group, LLC 4.60% of their portfolio Chesterfield, MO 1,081,9811.1m $50.1m $50.1m 4.60% Added +36.6k +36,641
17 CARY STREET PARTNERS FINANCIAL LLC 1.22% of their portfolio RICHMOND, VA 1,063,4851.1m $49.2m $49.2m 1.22% Reduced -56.9k -56,922
18 Williams Financial, LLC 28.22% of their portfolio NORTH BENNINGTON, VT 1,053,7021.1m $48.8m $48.8m 28.22% Added +597.6k +597,595
19 Enclave Advisors LLC 6.15% of their portfolio AUSTIN, TX 937,379937.4k $43.4m $43.4m 6.15% Added +64.5k +64,477
20 D'Orazio & Associates, Inc. 5.52% of their portfolio VIENNA, VA 933,629933.6k $43.2m $43.2m 5.52% Added +31.7k +31,687
21 Hilton Capital Management, LLC 3.23% of their portfolio Garden City, NY 927,662927.7k $42.9m $42.9m 3.23% Added +26.1k +26,068
22 Wagner Wealth Management, LLC 8.60% of their portfolio GREENVILLE, SC 874,075874.1k $40.5m $40.5m 8.60% Added +82.8k +82,799
23 TRUIST FINANCIAL CORP 0.05% of their portfolio CHARLOTTE, NC 835,817835.8k $38.7m $38.7m 0.05% Added +80.1k +80,077
24 Diversified Enterprises, LLC 2.09% of their portfolio Wilmington, DE 759,765759.8k $35.2m $35.2m 2.09% Added +21.3k +21,271
25 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 652,659652.7k $30.2m $30.2m 0.01% Added +178.0k +177,981
26 Capital Advisors Wealth Management, LLC 4.09% of their portfolio YAKIMA, WA 648,730648.7k $30.0m $30.0m 4.09% Added +112.7k +112,666
27 Cornerstone Advisory, LLC 2.79% of their portfolio HUNT VALLEY, MD 632,844632.8k $29.3m $29.3m 2.79% Added +35.3k +35,286
28 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 576,780576.8k $26.7m $26.7m 0.04% Added +175.4k +175,370
29 Visionary Wealth Advisors 1.17% of their portfolio O'FALLON, IL 561,513561.5k $26.0m $26.0m 1.17% Added +32.0k +32,018
30 Scott Capital Advisors, LLC 5.69% of their portfolio PORTLAND, OR 554,452554.5k $25.7m $25.7m 5.69% Reduced -779 -779
31 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 551,425551.4k $25.5m $25.5m 0.03% Added +56.0k +56,005
32 Lineweaver Wealth Advisors, LLC 3.47% of their portfolio VALLEY VIEW, OH 550,174550.2k $25.5m $25.5m 3.47% Added +20.1k +20,107
33 Vestmark Advisory Solutions, Inc. 0.34% of their portfolio Wakefield, MA 546,067546.1k $25.3m $25.3m 0.34% Reduced -107.6k -107,605
34 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 537,259537.3k $24.9m $24.9m 0.02% Added +36.6k +36,602
35 NewEdge Wealth, LLC 0.28% of their portfolio STAMFORD, CT 534,415534.4k $24.7m $24.7m 0.28% Added +3.3k +3,303
36 Wealthcare Advisory Partners LLC 0.48% of their portfolio WEST CHESTER, PA 532,785532.8k $24.7m $24.7m 0.48% Added +18.8k +18,769
37 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.42% of their portfolio ALAMO, CA 520,833520.8k $24.1m $24.1m 2.42% Added +95.6k +95,630
38 Planned Solutions, Inc. 7.78% of their portfolio FOLSOM, CA 519,501519.5k $24.0m $24.0m 7.78% Added +21.8k +21,833
39 Longview Financial Advisors LLC 13.05% of their portfolio SAN RAFAEL, CA 511,466511.5k $23.7m $23.7m 13.05% Added +36.2k +36,213
40 D.A. DAVIDSON & CO. 0.14% of their portfolio GREAT FALLS, MT 510,423510.4k $23.6m $23.6m 0.14% Added +154.7k +154,678
41 TPG Financial Advisors, LLC 7.69% of their portfolio PORTLAND, OR 497,834497.8k $23.0m $23.0m 7.69% Added +77.4k +77,352
42 ELEMENT POINTE ADVISORS, LLC 4.15% of their portfolio MIAMI, FL 463,201463.2k $21.4m $21.4m 4.15% Added +144.6k +144,577
43 NavPoint Financial, Inc. 9.12% of their portfolio Prior Lake, MN 460,776460.8k $21.3m $21.3m 9.12% Added +95.2k +95,235
44 Confluence Wealth Services, Inc. 0.88% of their portfolio MCMURRAY, PA 458,059458.1k $21.2m $21.2m 0.88% Added +440.1k +440,072
45 GREAT VALLEY ADVISOR GROUP, INC. 0.40% of their portfolio WILMINGTON, DE 454,774454.8k $21.1m $21.1m 0.40% Added +433.5k +433,451
46 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 5.74% of their portfolio HUNTINGDON VALLEY, PA 453,100453.1k $21.0m $21.0m 5.74% Added +19.2k +19,208
47 Vigilare Wealth Management 6.97% of their portfolio SCOTTSDALE, AZ 447,971448.0k $20.7m $20.7m 6.97% New
48 Certified Advisory Corp 1.83% of their portfolio ALTAMONTE SPRINGS, FL 434,639434.6k $20.1m $20.1m 1.83% Added +18.1k +18,090
49 Echo Wealth Management, LLC 11.29% of their portfolio PLYMOUTH, MN 417,704417.7k $19.3m $19.3m 11.29% Reduced -86.5k -86,503
50 NORTHLAND SECURITIES, INC. 18.46% of their portfolio MINNEAPOLIS, MN 416,007416.0k $19.3m $19.3m 18.46% First filing
51 Schneider Downs Wealth Management Advisors, LP 2.15% of their portfolio Pittsburgh, PA 411,612411.6k $19.1m $19.1m 2.15% Added +46.4k +46,361
52 One Capital Management, LLC 0.55% of their portfolio WESTLAKE VILLAGE, CA 392,108392.1k $18.2m $18.2m 0.55% Added +115.6k +115,585
53 Peterson Wealth Advisors, LLC 2.41% of their portfolio Orem, UT 390,618390.6k $18.1m $18.1m 2.41% Added +308.9k +308,876
54 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 381,213381.2k $17.6m $17.6m 0.08% Added +42.2k +42,211
55 KINTRA WEALTH, LLC 2.33% of their portfolio WILLIAMSPORT, PA 360,269360.3k $16.7m $16.7m 2.33% Added +321.4k +321,379
56 Farther Finance Advisors, LLC 0.18% of their portfolio SAN FRANCISCO, CA 359,069359.1k $16.6m $16.6m 0.18% Added +338.6k +338,620
57 Greenwich Wealth Management LLC 0.72% of their portfolio GREENWICH, CT 349,395349.4k $16.2m $16.2m 0.72% Added +67.4k +67,368
58 Armor Investment Advisors, LLC 5.94% of their portfolio RALEIGH, NC 348,917348.9k $16.2m $16.2m 5.94% Reduced -983 -983
59 Geneos Wealth Management Inc. 0.38% of their portfolio ENGLEWOOD, CO 337,607337.6k $15.6m $15.6m 0.38% Added +33.5k +33,518
60 Magnus Financial Group LLC 1.19% of their portfolio NEW YORK, NY 335,466335.5k $15.5m $15.5m 1.19% Added +6.9k +6,861
61 Merit Financial Group, LLC 0.12% of their portfolio ALPHARETTA, GA 311,542311.5k $14.4m $14.4m 0.12% New
62 Arkadios Wealth Advisors 0.28% of their portfolio ATLANTA, GA 299,860299.9k $13.9m $13.9m 0.28% Added +48.2k +48,173
63 SMITH, MOORE & CO. 1.05% of their portfolio CLAYTON, MO 299,656299.7k $13.9m $13.9m 1.05% Added +6.1k +6,147
64 Bernardo Wealth Planning LLC 2.62% of their portfolio HARLEYSVILLE, PA 296,491296.5k $13.7m $13.7m 2.62% Added +10.6k +10,569
65 Tradition Wealth Management, LLC 0.98% of their portfolio EDINA, MN 295,311295.3k $13.7m $13.7m 0.98% Added +30.7k +30,720
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 287,192287.2k $13.3m $13.3m 0.02% Added +36.5k +36,484
67 FMA Wealth Management, LLC 8.18% of their portfolio DUXBURY, MA 272,585272.6k $12.6m $12.6m 8.18% Added +1.3k +1,283
68 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 270,602270.6k $12.5m $12.5m 0.03% Added +68.7k +68,666
69 American Financial Advisors, LLC 1.55% of their portfolio Marietta, GA 260,167260.2k $12.0m $12.0m 1.55% Added +2.9k +2,883
70 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 256,004256.0k $11.9m $11.9m 0.01% Added +89.1k +89,095
71 Krilogy Financial LLC 0.39% of their portfolio ST. LOUIS, MO 244,845244.8k $11.4m $11.4m 0.39% Added +87.2k +87,189
72 Perigon Wealth Management, LLC 0.20% of their portfolio SAN FRANCISCO, CA 243,326243.3k $11.3m $11.3m 0.20% Added +20.3k +20,308
73 Legacy Edge Advisors, LLC 1.18% of their portfolio SYOSSET, NY 233,624233.6k $10.8m $10.8m 1.18% Added +148.4k +148,361
74 Richard W. Paul & Associates, LLC 3.46% of their portfolio NOVI, MI 225,353225.4k $10.4m $10.4m 3.46% Added +17.5k +17,516
75 Bridgewealth Advisory Group, LLC 2.20% of their portfolio Fresno, CA 215,438215.4k $10.0m $10.0m 2.20% Added +82.3k +82,327
76 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 212,450212.4k $9.8m $9.8m 0.04% Reduced -12.0k -11,989
77 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 206,988207.0k $9.6m $9.6m 0.01% Reduced -501.6k -501,553
78 Penney Financial, LLC 3.60% of their portfolio HOUSTON, TX 201,316201.3k $9.3m $9.3m 3.60% Added +22.3k +22,269
79 DAYMARK WEALTH PARTNERS, LLC 0.30% of their portfolio CINCINNATI, OH 200,083200.1k $9.3m $9.3m 0.30% Reduced -49.0k -49,024
80 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 196,975197.0k $9.1m $9.1m 0.01% Added +69.5k +69,456
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 195,162195.2k $9.0m $9.0m 0.00% Added +34.1k +34,061
82 O'ROURKE & COMPANY, Inc 3.50% of their portfolio BOSTON, MA 194,134194.1k $9.0m $9.0m 3.50% Added +33.2k +33,154
83 Royal Harbor Partners, LLC 2.96% of their portfolio HOUSTON, TX 193,138193.1k $8.9m $8.9m 2.96% Added +5.2k +5,214
84 Financial Futures Ltd Liability Co. 4.14% of their portfolio BRIELLE, NJ 193,076193.1k $8.9m $8.9m 4.14% Added +41.9k +41,930
85 S Harris Financial Group, LLC 8.53% of their portfolio SAN ANTONIO, TX 192,336192.3k $8.9m $8.9m 8.53% First filing
86 JOURNEY STRATEGIC WEALTH LLC 0.23% of their portfolio SUMMIT, NJ 192,319192.3k $8.9m $8.9m 0.23% Reduced -37.1k -37,132
87 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 191,748191.7k $8.9m $8.9m 0.03% Added +61.7k +61,695
88 Waterloo Capital, L.P. 0.62% of their portfolio AUSTIN, TX 185,167185.2k $8.6m $8.6m 0.62% Added +4.4k +4,363
89 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 184,468184.5k $8.5m $8.5m 0.02% Added +51.2k +51,199
90 MATHER GROUP, LLC. 0.09% of their portfolio CHICAGO, IL 179,952180.0k $8.3m $8.3m 0.09% Reduced -2.2k -2,237
91 BankPlus Wealth Management LLC 4.56% of their portfolio JACKSON, MS 178,646178.6k $8.3m $8.3m 4.56% Added +12.7k +12,701
92 Andrews Advisory Associates, LLC 4.39% of their portfolio HONOLULU, HI 178,574178.6k $8.3m $8.3m 4.39% First filing
93 McCarthy Asset Management, Inc. 4.31% of their portfolio REDWOOD SHORES, CA 178,275178.3k $8.3m $8.3m 4.31% New
94 FOUNDERS FINANCIAL SECURITIES LLC 0.47% of their portfolio TOWSON, MD 173,015173.0k $8.0m $8.0m 0.47% Added +17.1k +17,116
95 Horizon Investments, LLC 0.10% of their portfolio Charlotte, NC 172,703172.7k $8.0m $8.0m 0.10% Added +16.4k +16,443
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 172,209172.2k $8.0m $8.0m 0.01% Added +124.5k +124,510
97 Financial Management Professionals, Inc. 0.82% of their portfolio AUSTIN, TX 171,463171.5k $8.0m $8.0m 0.82% Reduced -4.9k -4,881
98 Seascape Capital Management 2.25% of their portfolio PORTSMOUTH, NH 171,093171.1k $7.9m $7.9m 2.25% Reduced -2.8k -2,754
99 AXXCESS WEALTH MANAGEMENT, LLC 0.14% of their portfolio CARLSBAD, CA 170,086170.1k $7.9m $7.9m 0.14% Added +83.5k +83,484
100 HBW ADVISORY SERVICES LLC 0.85% of their portfolio SIMI VALLEY, CA 169,953170.0k $7.9m $7.9m 0.85% Added +35.5k +35,522