Vault-13

J P MORGAN EXCHANGE TRADED F JPIN

DIV RTN INT EQ · ETP · CUSIP 46641Q209

106 institutional holders +6 vs Q1 2025
3,820,1643.8m shares reported held*
$245.1mreported value*
13 new 28 added 40 reduced 10 sold out net sold ≈ $8.6m (-134.3k 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 ($885.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.16. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 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: 100Q2 25: 106106Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025106

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 29 bought or addedQ3 23: 57 cut or sold outQ4 23: 37 bought or addedQ4 23: 49 cut or sold outQ4 23Q1 24: 40 bought or addedQ1 24: 46 cut or sold outQ2 24: 31 bought or addedQ2 24: 52 cut or sold outQ2 24Q3 24: 47 bought or addedQ3 24: 36 cut or sold outQ4 24: 44 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 40 bought or addedQ1 25: 50 cut or sold outQ2 25: 41 bought or addedQ2 25: 50 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232957
Q4 20233749
Q1 20244046
Q2 20243152
Q3 20244736
Q4 20244438
Q1 20254050
Q2 20254150

Biggest buyers

Financially Speaking Inc Added +104,365+104.4k
ROYAL BANK OF CANADA Added +100,192+100.2k
Rockefeller Capital Management L.P. Added +30,306+30.3k
JPMORGAN CHASE & CO Added +30,258+30.3k
OSAIC HOLDINGS, INC. Added +28,067+28.1k
5T Wealth, LLC Added +10,498+10.5k
COMMONWEALTH EQUITY SERVICES, LLC Added +9,715+9.7k
Private Advisor Group, LLC New +8,293+8.3k
RAYMOND JAMES FINANCIAL INC Added +6,912+6.9k
Sterneck Capital Management, LLC Added +5,669+5.7k

Biggest sellers

CITADEL ADVISORS LLC Reduced -128,488-128.5k
FLOW TRADERS U.S. LLC Sold out -112,559-112.6k
JANE STREET GROUP, LLC Sold out -52,263-52.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -39,912-39.9k
LexAurum Advisors, LLC Reduced -32,406-32.4k
Cerity Partners LLC Reduced -24,317-24.3k
WEALTHEDGE INVESTMENT ADVISORS, LLC Reduced -16,597-16.6k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -13,438-13.4k
BANK OF AMERICA CORP /DE/ Reduced -13,419-13.4k
Vawter Financial, Ltd. Sold out -9,773-9.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 488,451488.5k $31.5m $31.5m 0.05% Reduced -13.4k -13,438
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 477,080477.1k $30.6m $30.6m 0.01% Reduced -5.0k -5,029
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 299,386299.4k $19.2m $19.2m 0.00% Reduced -876 -876
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 219,536219.5k $14.1m $14.1m 0.00% Reduced -13.4k -13,419
5 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 209,350209.3k $13.4m $13.4m 0.02% Reduced -24.3k -24,317
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 204,674204.7k $13.1m $13.1m 0.00% Added +100.2k +100,192
7 Sterneck Capital Management, LLC 5.27% of their portfolio KANSAS CITY, MO 161,839161.8k $10.4m $10.4m 5.27% Added +5.7k +5,669
8 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 157,813157.8k $10.1m $10.1m 0.02% Reduced -703 -703
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 139,228139.2k $8.9m $8.9m 0.00% Added +30.3k +30,258
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 134,848134.8k $8.6m $8.6m 0.00% Reduced -2.0k -2,024
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 115,859115.9k $7.4m $7.4m 0.00% Added +6.9k +6,912
12 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 105,622105.6k $6.8m $6.8m 0.01% Reduced -8.9k -8,937
13 Financially Speaking Inc 4.44% of their portfolio GREENWOOD VILLAGE, CO 105,134105.1k $6.7m $6.7m 4.44% Added +104.4k +104,365
14 Savoie Capital LLC 0.74% of their portfolio CHICAGO, IL 93,33093.3k $6.0m $6.0m 0.74% Unchanged
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 88,57988.6k $5.7m $5.7m 0.01% Added +28.1k +28,067
16 LexAurum Advisors, LLC 0.70% of their portfolio OVERLAND PARK, KS 69,34969.3k $4.4m $4.4m 0.70% Reduced -32.4k -32,406
17 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 59,23459.2k $3.8m $3.8m 0.00% Added +30.3k +30,306
18 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 48,83548.8k $3.1m $3.1m 0.02% Added +40 +40
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 37,90437.9k $2.4m $2.4m 0.00% Added +988 +988
20 5T Wealth, LLC 0.97% of their portfolio Napa, CA 29,56429.6k $1.9m $1.9m 0.97% Added +10.5k +10,498
21 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.78% of their portfolio NEW YORK, NY 29,12929.1k $1.9m $1.9m 0.78% Reduced -16.6k -16,597
22 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 27,16327.2k $1.7m $1.7m 0.01% Reduced -2.2k -2,250
23 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 24,26824.3k $1.6m $1.6m 0.04% Reduced -3.4k -3,392
24 AlphaCore Capital LLC 0.06% of their portfolio LA JOLLA, CA 22,45722.5k $1.4m $1.4m 0.06% Unchanged
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,24922.2k $1.4m $1.4m 0.00% Reduced -39.9k -39,912
26 Empire Financial Management Company, LLC 0.39% of their portfolio NEW YORK, NY 20,84920.8k $1.3m $1.3m 0.39% Reduced -400 -400
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,15020.1k $1.3m $1.3m 0.00% Added +9.7k +9,715
28 DAYMARK WEALTH PARTNERS, LLC 0.05% of their portfolio CINCINNATI, OH 20,11420.1k $1.3m $1.3m 0.05% Reduced -1.7k -1,699
29 Apella Capital, LLC 0.03% of their portfolio WEST HARTFORD, CT 18,31118.3k $1.2m $1.2m 0.03% Reduced -16 -16
30 Vise Technologies, Inc. 0.05% of their portfolio NEW YORK, NY 17,86917.9k $1.1m $1.1m 0.05% First filing
31 Stonehearth Capital Management, LLC 0.46% of their portfolio DANVERS, MA 17,49217.5k $1.1m $1.1m 0.46% Reduced -1.3k -1,279
32 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 16,98017.0k $1.1m $1.1m 0.00% Added +2.1k +2,117
33 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,83215.8k $1.0m $1.0m 0.00% Reduced -433 -433
34 RVW Wealth, LLC 0.08% of their portfolio LOS ANGELES, CA 13,91913.9k $892.6k $892.6k 0.08% Reduced -314 -314
35 Blue Oak Capital, LLC 0.46% of their portfolio MENLO PARK, CA 13,73413.7k $880.8k $880.8k 0.46% Reduced -3.0k -2,974
36 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,23712.2k $784.8k $784.8k 0.00% Added +1.0k +1,044
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,73411.7k $752.5k $752.5k 0.00% Reduced -615 -615
38 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 11,57411.6k $742.2k $742.2k 0.00% Added +455 +455
39 Kathmere Capital Management, LLC 0.06% of their portfolio WAYNE, PA 11,38111.4k $729.9k $729.9k 0.06% Added +978 +978
40 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,62910.6k $681.6k $681.6k 0.02% Reduced -6.0k -5,952
41 SIGNET FINANCIAL MANAGEMENT, LLC 0.08% of their portfolio PARSIPPANY, NJ 10,31110.3k $661.2k $661.2k 0.08% Reduced -3.2k -3,171
42 First Commonwealth Financial Corp /PA/ 0.13% of their portfolio Indiana, PA 9,7069.7k $622.4k $622.4k 0.13% Reduced -3.9k -3,906
43 Edge Financial Advisors LLC 0.33% of their portfolio WHEATON, IL 9,6539.7k $619.7k $619.7k 0.33% Reduced -41 -41
44 SYNOVUS FINANCIAL CORP 0.01% of their portfolio Columbus, GA 9,6369.6k $618.3k $618.3k 0.01% Reduced -416 -416
45 RHS Financial, LLC 0.34% of their portfolio SAN FRANCISCO, CA 9,3759.4k $601.2k $601.2k 0.34% Added +1.4k +1,447
46 Independent Wealth Network Inc. 0.21% of their portfolio URBANDALE, IA 9,1939.2k $589.6k $589.6k 0.21% Reduced -157 -157
47 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 8,7588.8k $561.7k $561.7k 0.01% Unchanged
48 MN Wealth Advisors, LLC 0.32% of their portfolio OVERLAND PARK, KS 8,5338.5k $547.2k $547.2k 0.32% Added +1.8k +1,829
49 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,2938.3k $531.8k $531.8k 0.00% New
50 Gimbal Financial 0.31% of their portfolio CARMEL, IN 7,9467.9k $509.6k $509.6k 0.31% Unchanged
51 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.06% of their portfolio ALAMO, CA 7,6107.6k $488.0k $488.0k 0.06% Added +2 +2
52 HHM Wealth Advisors, LLC 0.06% of their portfolio CHATTANOOGA, TN 7,5857.6k $486.4k $486.4k 0.06% Reduced -1.2k -1,246
53 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,3807.4k $473.3k $473.3k 0.00% Reduced -1.2k -1,182
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,3657.4k $472.0k $472.0k 0.00% Added +198 +198
55 Schiavi & Co LLC 0.15% of their portfolio WILMINGTON, DE 7,0767.1k $453.8k $453.8k 0.15% Unchanged
56 Worth Financial Advisory Group, LLC 0.26% of their portfolio CHARLOTTE, NC 6,6566.7k $426.8k $426.8k 0.26% Reduced -284 -284
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1576.2k $395.0k $395.0k 0.00% Reduced -578 -578
58 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 6,0846.1k $390.2k $390.2k 0.00% Reduced -3.4k -3,403
59 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 5,7685.8k $369.9k $369.9k 0.01% Added +67 +67
60 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 5,6065.6k $359.5k $359.5k 0.01% Added +1 +1
61 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,4925.5k $352.2k $352.2k 0.00% Reduced -128.5k -128,488
62 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,3445.3k $342.7k $342.7k 0.00% Unchanged
63 Mendel Money Management 0.14% of their portfolio NORTHBROOK, IL 5,0145.0k $321.5k $321.5k 0.14% Reduced -213 -213
64 American Trust 0.03% of their portfolio LEXINGTON, KY 4,3014.3k $275.8k $275.8k 0.03% New
65 BELLEVUE ASSET MANAGEMENT, LLC 0.13% of their portfolio BELLEVUE, WA 4,0474.0k $259.6k $259.6k 0.13% Added +369 +369
66 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 3,9303.9k $252.0k $252.0k 0.01% Added +75 +75
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,9073.9k $250.6k $250.6k 0.00% Reduced -134 -134
68 INTERACTIVE FINANCIAL ADVISORS, INC. 0.11% of their portfolio New Lenox, IL 3,6133.6k $231.7k $231.7k 0.11% New
69 Facet Wealth, Inc. 0.01% of their portfolio WEST PALM BEACH, FL 3,5643.6k $225.0k $225.0k 0.01% New
70 3Chopt Investment Partners, LLC 0.05% of their portfolio RICHMOND, VA 3,3403.3k $214.2k $214.2k 0.05% Added +1.3k +1,285
71 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 3,3233.3k $213.1k $213.1k 0.00% New
72 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 3,3113.3k $212.3k $212.3k 0.00% New
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,2323.2k $207.3k $207.3k 0.00% Added +150 +150
74 Summit Wealth Partners, LLC 0.04% of their portfolio Orlando, FL 3,1493.1k $202.0k $202.0k 0.04% New
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,1262.1k $136.3k $136.3k 0.00% Reduced -27 -27
76 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,6281.6k $104.0k $104.0k 0.00% Added +23 +23
77 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,5291.5k $98.0k $98.0k 0.00% Unchanged
78 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0591.1k $67.9k $67.9k 0.00% First filing
79 TWIN PEAKS WEALTH ADVISORS, LLC 0.02% of their portfolio SAN FRANCISCO, CA 1,0481.0k $68.8k $68.8k 0.02% New
80 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 912912 $58.5k $58.5k 0.00% Reduced -60 -60
81 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.01% of their portfolio WEST HARTFORD, CT 900900 $58.0k $58.0k 0.01% Unchanged
82 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 843843 $54.1k $54.1k 0.01% Unchanged
83 TOTAL INVESTMENT MANAGEMENT INC 0.01% of their portfolio SCOTTSDALE, AZ 718718 $46.0k $46.0k 0.01% New
84 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 681681 $44.0k $44.0k 0.00% Unchanged
85 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 555555 $35.6k $35.6k 0.00% New
86 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 501501 $32.1k $32.1k 0.00% New
87 FMR LLC 0.00% of their portfolio BOSTON, MA 492492 $31.6k $31.6k 0.00% Reduced -189 -189
88 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 486486 $31.2k $31.2k 0.00% Added +6 +6
89 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 401401 $25.7k $25.7k 0.00% Unchanged
90 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 365365 $23.4k $23.4k 0.00% Unchanged
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 351351 $22.5k $22.5k 0.00% Unchanged
92 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 332332 $21.3k $21.3k 0.00% First filing
93 CWM, LLC 0.00% of their portfolio OMAHA, NE 310310 $20.0k $20.0k 0.00% Unchanged
94 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 277277 $17.7k $17.7k 0.00% Added +4 +4
95 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 100100 $6.4k $6.4k 0.00% Unchanged
96 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 8383 $5.3k $5.3k 0.00% Unchanged
97 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8080 $5.1k $5.1k 0.00% Unchanged
98 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 7777 $4.9k $4.9k 0.00% Reduced -1 -1
99 RICHARDS, MERRILL & PETERSON, INC. 0.00% of their portfolio SPOKANE, WA 5252 $3.3k $3.3k 0.00% New
100 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 4545 $2.9k $2.9k 0.00% New