Vault-13

J P MORGAN EXCHANGE TRADED F JPIN

DIV RTN INT EQ · ETP · CUSIP 46641Q209

100 institutional holders -1 vs Q4 2024
3,932,2133.9m shares reported held*
$224.4mreported value*
10 new 30 added 40 reduced 10 sold out net sold ≈ $3.3m (-58.5k 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 ($959.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.08. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 90Q4 22: 100Q1 23: 91Q2 23: 95Q3 23: 90Q4 23: 98Q1 24: 100Q2 24: 99Q3 24: 96Q4 24: 101Q1 25: 100100Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202290
Q4 2022100
Q1 202391
Q2 202395
Q3 202390
Q4 202398
Q1 2024100
Q2 202499
Q3 202496
Q4 2024101
Q1 2025100

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 42 bought or addedQ2 23: 44 cut or sold outQ3 23: 29 bought or addedQ3 23: 57 cut or sold outQ3 23Q4 23: 37 bought or addedQ4 23: 49 cut or sold outQ1 24: 40 bought or addedQ1 24: 46 cut or sold outQ1 24Q2 24: 31 bought or addedQ2 24: 52 cut or sold outQ3 24: 47 bought or addedQ3 24: 36 cut or sold outQ3 24Q4 24: 44 bought or addedQ4 24: 38 cut or sold outQ1 25: 40 bought or addedQ1 25: 50 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20234244
Q3 20232957
Q4 20233749
Q1 20244046
Q2 20243152
Q3 20244736
Q4 20244438
Q1 20254050

Biggest buyers

FLOW TRADERS U.S. LLC New +112,559+112.6k
CITADEL ADVISORS LLC Added +97,680+97.7k
OSAIC HOLDINGS, INC. Added +22,971+23.0k
AlphaCore Capital LLC New +22,457+22.5k
RAYMOND JAMES FINANCIAL INC Added +12,923+12.9k
DAYMARK WEALTH PARTNERS, LLC Added +9,363+9.4k
WELLS FARGO & COMPANY/MN Added +8,226+8.2k
JONES FINANCIAL COMPANIES LLLP Added +4,586+4.6k
GWN SECURITIES INC. New +3,664+3.7k
Blue Oak Capital, LLC Added +3,462+3.5k

Biggest sellers

Focus Partners Wealth Reduced -118,879-118.9k
UBS Group AG Reduced -87,506-87.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -54,130-54.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -14,257-14.3k
WEALTHEDGE INVESTMENT ADVISORS, LLC Reduced -9,112-9.1k
MORGAN STANLEY Reduced -8,848-8.8k
LPL Financial LLC Reduced -6,887-6.9k
Vident Advisory, LLC Sold out -6,252-6.3k
JPMORGAN CHASE & CO Reduced -6,103-6.1k
Cerity Partners LLC Reduced -5,812-5.8k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 501,889501.9k $28.7m $28.7m 0.05% Reduced -54.1k -54,130
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 482,109482.1k $27.5m $27.5m 0.01% Reduced -87.5k -87,506
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 300,262300.3k $17.2m $17.2m 0.00% Reduced -8.8k -8,848
4 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 233,667233.7k $13.4m $13.4m 0.03% Reduced -5.8k -5,812
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 232,955233.0k $13.3m $13.3m 0.00% Added +1.2k +1,238
6 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 158,516158.5k $9.1m $9.1m 0.02% Added +1.6k +1,626
7 Sterneck Capital Management, LLC 4.82% of their portfolio KANSAS CITY, MO 156,170156.2k $8.9m $8.9m 4.82% Added +2.9k +2,887
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 136,872136.9k $7.8m $7.8m 0.00% Reduced -6.9k -6,887
9 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 133,980134.0k $7.7m $7.7m 0.01% Added +97.7k +97,680
10 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 114,559114.6k $6.5m $6.5m 0.02% Reduced -118.9k -118,879
11 FLOW TRADERS U.S. LLC 0.27% of their portfolio NEW YORK, NY 112,559112.6k $6.4m $6.4m 0.27% New
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 108,970109.0k $6.2m $6.2m 0.00% Reduced -6.1k -6,103
13 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 108,947108.9k $6.2m $6.2m 0.00% Added +12.9k +12,923
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 104,482104.5k $6.0m $6.0m 0.00% Reduced -4.3k -4,334
15 LexAurum Advisors, LLC 1.11% of their portfolio OVERLAND PARK, KS 101,755101.8k $5.8m $5.8m 1.11% Added +2.4k +2,365
16 Savoie Capital LLC 0.60% of their portfolio CHICAGO, IL 93,33093.3k $5.0m $5.0m 0.60% Unchanged
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 62,16162.2k $3.6m $3.6m 0.01% Reduced -14.3k -14,257
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 60,51260.5k $3.5m $3.5m 0.01% Added +23.0k +22,971
19 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 52,26352.3k $3.0m $3.0m 0.01% Reduced -2.0k -2,012
20 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 48,79548.8k $2.9m $2.9m 0.02% Reduced -4.8k -4,826
21 WEALTHEDGE INVESTMENT ADVISORS, LLC 1.18% of their portfolio NEW YORK, NY 45,72645.7k $2.6m $2.6m 1.18% Reduced -9.1k -9,112
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 36,91636.9k $2.1m $2.1m 0.00% Added +8.2k +8,226
23 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 29,41329.4k $1.7m $1.7m 0.01% Added +978 +978
24 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,92828.9k $1.7m $1.7m 0.00% Added +354 +354
25 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 27,66027.7k $1.6m $1.6m 0.05% Reduced -5.0k -4,961
26 AlphaCore Capital LLC 0.11% of their portfolio LA JOLLA, CA 22,45722.5k $1.3m $1.3m 0.11% New
27 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 21,81321.8k $1.2m $1.2m 0.05% Added +9.4k +9,363
28 Empire Financial Management Company, LLC 0.38% of their portfolio NEW YORK, NY 21,24921.2k $1.2m $1.2m 0.38% Reduced -822 -822
29 5T Wealth, LLC 0.62% of their portfolio Napa, CA 19,06619.1k $1.1m $1.1m 0.62% Reduced -304 -304
30 Stonehearth Capital Management, LLC 0.44% of their portfolio DANVERS, MA 18,77118.8k $1.1m $1.1m 0.44% Reduced -44 -44
31 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 18,32718.3k $1.0m $1.0m 0.03% Reduced -264 -264
32 Blue Oak Capital, LLC 0.53% of their portfolio MENLO PARK, CA 16,70816.7k $954.7k $954.7k 0.53% Added +3.5k +3,462
33 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 16,58116.6k $947.4k $947.4k 0.03% Added +1.8k +1,828
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,26516.3k $929.4k $929.4k 0.00% Reduced -118 -118
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 14,86314.9k $855.0k $855.0k 0.00% Added +4.6k +4,586
36 RVW Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 14,23314.2k $813.3k $813.3k 0.08% Reduced -3.4k -3,363
37 First Commonwealth Financial Corp /PA/ 0.18% of their portfolio Indiana, PA 13,61213.6k $777.8k $777.8k 0.18% Added +792 +792
38 SIGNET FINANCIAL MANAGEMENT, LLC 0.10% of their portfolio PARSIPPANY, NJ 13,48213.5k $770.4k $770.4k 0.10% Reduced -1.8k -1,796
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 12,34912.3k $705.6k $705.6k 0.00% Added +449 +449
40 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,19311.2k $639.6k $639.6k 0.00% Reduced -3.7k -3,663
41 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,11911.1k $635.4k $635.4k 0.00% Added +531 +531
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,43510.4k $596.0k $596.0k 0.00% Added +1.7k +1,690
43 Kathmere Capital Management, LLC 0.05% of their portfolio WAYNE, PA 10,40310.4k $594.4k $594.4k 0.05% Added +1.2k +1,172
44 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 10,05210.1k $574.4k $574.4k 0.01% Reduced -78 -78
45 Vawter Financial, Ltd. 0.31% of their portfolio COLUMBUS, OH 9,7739.8k $558.4k $558.4k 0.31% Unchanged
46 Edge Financial Advisors LLC 0.35% of their portfolio WHEATON, IL 9,6949.7k $553.9k $553.9k 0.35% Reduced -705 -705
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,4879.5k $542.1k $542.1k 0.00% Added +182 +182
48 Independent Wealth Network Inc. 0.21% of their portfolio URBANDALE, IA 9,3509.3k $534.2k $534.2k 0.21% Added +420 +420
49 HHM Wealth Advisors, LLC 0.07% of their portfolio CHATTANOOGA, TN 8,8318.8k $504.6k $504.6k 0.07% Reduced -285 -285
50 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 8,7588.8k $500.4k $500.4k 0.01% Unchanged
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,5628.6k $489.2k $489.2k 0.00% Reduced -3.8k -3,764
52 Gimbal Financial 0.41% of their portfolio CARMEL, IN 7,9467.9k $454.0k $454.0k 0.41% Unchanged
53 RHS Financial, LLC 0.25% of their portfolio SAN FRANCISCO, CA 7,9287.9k $453.0k $453.0k 0.25% Added +232 +232
54 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.05% of their portfolio ALAMO, CA 7,6087.6k $434.7k $434.7k 0.05% Reduced -231 -231
55 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,1677.2k $410.0k $410.0k 0.00% Reduced -185 -185
56 Schiavi & Co LLC 0.15% of their portfolio WILMINGTON, DE 7,0767.1k $404.3k $404.3k 0.15% Unchanged
57 Worth Financial Advisory Group, LLC 0.25% of their portfolio CHARLOTTE, NC 6,9406.9k $396.6k $396.6k 0.25% Added +106 +106
58 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,7356.7k $385.0k $385.0k 0.00% Added +929 +929
59 MN Wealth Advisors, LLC 0.23% of their portfolio OVERLAND PARK, KS 6,7046.7k $383.1k $383.1k 0.23% Reduced -851 -851
60 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 5,7015.7k $325.8k $325.8k 0.01% Reduced -114 -114
61 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 5,6055.6k $320.3k $320.3k 0.01% Unchanged
62 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,3445.3k $305.4k $305.4k 0.00% Reduced -1.8k -1,785
63 Mendel Money Management 0.14% of their portfolio NORTHBROOK, IL 5,2275.2k $298.7k $298.7k 0.14% Reduced -295 -295
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,0414.0k $230.9k $230.9k 0.00% Reduced -76 -76
65 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 3,8553.9k $220.3k $220.3k 0.01% Reduced -300 -300
66 BELLEVUE ASSET MANAGEMENT, LLC 0.11% of their portfolio BELLEVUE, WA 3,6783.7k $210.2k $210.2k 0.11% Reduced -602 -602
67 GWN SECURITIES INC. 0.01% of their portfolio Palm Beach Gardens, FL 3,6643.7k $221.3k $221.3k 0.01% New
68 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0823.1k $176.1k $176.1k 0.00% Unchanged
69 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,1532.2k $123.0k $123.0k 0.00% Reduced -75 -75
70 3Chopt Investment Partners, LLC 0.03% of their portfolio RICHMOND, VA 2,0552.1k $117.4k $117.4k 0.03% New
71 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 1,6611.7k $94.9k $94.9k 0.00% New
72 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,6051.6k $92.0k $92.0k 0.00% Added +5 +5
73 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,5291.5k $87.4k $87.4k 0.00% Unchanged
74 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 1,5201.5k $86.9k $86.9k 0.01% Added +1.2k +1,161
75 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 1,0001.0k $57.1k $57.1k 0.00% Unchanged
76 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 972972 $55.7k $55.7k 0.00% Reduced -347 -347
77 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.01% of their portfolio WEST HARTFORD, CT 900900 $51.0k $51.0k 0.01% Unchanged
78 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 843843 $48.2k $48.2k 0.01% Unchanged
79 Financially Speaking Inc 0.03% of their portfolio GREENWOOD VILLAGE, CO 769769 $43.9k $43.9k 0.03% New
80 FMR LLC 0.00% of their portfolio BOSTON, MA 681681 $38.9k $38.9k 0.00% Reduced -1.0k -1,044
81 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 681681 $39.0k $39.0k 0.00% Unchanged
82 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 480480 $27.4k $27.4k 0.00% Added +1 +1
83 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 401401 $22.9k $22.9k 0.00% Unchanged
84 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 365365 $20.9k $20.9k 0.00% New
85 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 351351 $20.1k $20.1k 0.00% Unchanged
86 EPG Wealth Management LLC 0.01% of their portfolio ATLANTA, GA 342342 $19.5k $19.5k 0.01% Added +2 +2
87 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 335335 $19.1k $19.1k 0.00% Unchanged
88 CWM, LLC 0.00% of their portfolio OMAHA, NE 310310 $18.0k $18.0k 0.00% Unchanged
89 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 273273 $15.6k $15.6k 0.00% Added +1 +1
90 SVB WEALTH LLC 0.00% of their portfolio BOSTON, MA 216216 $12.3k $12.3k 0.00% New
91 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 100100 $5.7k $5.7k 0.00% New
92 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 8383 $4.7k $4.7k 0.00% Unchanged
93 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8080 $4.6k $4.6k 0.00% New
94 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 7878 $4.4k $4.4k 0.00% Reduced -145 -145
95 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2727 $1.5k $1.5k 0.00% Reduced -3 -3
96 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 2727 $1.5k $1.5k 0.00% Reduced -3 -3
97 Frazier Financial Advisors, LLC 0.00% of their portfolio COLUMBUS, OH 1212 $698 $698 0.00% Unchanged
98 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1010 $571 $571 0.00% Added +5 +5
99 Park Square Financial Group, LLC 0.00% of their portfolio ROSWELL, GA 1010 $571 $571 0.00% Unchanged
100 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged