Vault-13

J P MORGAN EXCHANGE TRADED F JPIN

DIV RTN INT EQ · ETP · CUSIP 46641Q209

107 institutional holders +3 vs Q3 2025
3,864,0763.9m shares reported held*
$261.8mreported value*
11 new 39 added 32 reduced 9 sold out net sold ≈ $1.4m (+10.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $67.75.

Trends to Q4 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: 106Q3 25: 104Q4 25: 107107Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025104
Q4 2025107

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 47 bought or addedQ3 25: 46 cut or sold outQ4 25: 50 bought or addedQ4 25: 41 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20244046
Q2 20243152
Q3 20244736
Q4 20244438
Q1 20254050
Q2 20254150
Q3 20254746
Q4 20255041

Biggest buyers

TBH Global Asset Management, LLC New +98,804+98.8k
ROYAL BANK OF CANADA Added +89,957+90.0k
FLOW TRADERS U.S. LLC New +70,025+70.0k
KKM Financial LLC New +60,634+60.6k
JANE STREET GROUP, LLC Added +16,591+16.6k
CITADEL ADVISORS LLC Added +12,840+12.8k
Focus Partners Wealth Added +12,183+12.2k
Quantinno Capital Management LP New +11,923+11.9k
BlackRock, Inc. New +10,260+10.3k
RAYMOND JAMES FINANCIAL INC Added +6,245+6.2k

Biggest sellers

GTS SECURITIES LLC Sold out -203,318-203.3k
JPMORGAN CHASE & CO Reduced -131,237-131.2k
Empire Financial Management Company, LLC Reduced -13,838-13.8k
DAYMARK WEALTH PARTNERS, LLC Reduced -13,792-13.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -12,441-12.4k
BANK OF AMERICA CORP /DE/ Reduced -6,283-6.3k
CreativeOne Wealth, LLC Reduced -4,299-4.3k
American Trust Sold out -4,262-4.3k
INTERACTIVE FINANCIAL ADVISORS, INC. Sold out -3,815-3.8k
MORGAN STANLEY Reduced -3,713-3.7k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 UBS Group AG 0.01% of their portfolio ZURICH, V8 476,753476.8k $32.5m $32.5m 0.01% Reduced -1.6k -1,563
2 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 470,166470.2k $32.6m $32.6m 0.04% Reduced -12.4k -12,441
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 301,199301.2k $20.5m $20.5m 0.00% Reduced -3.7k -3,713
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 210,611210.6k $14.4m $14.4m 0.00% Reduced -6.3k -6,283
5 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 206,045206.0k $14.0m $14.0m 0.02% Reduced -1.9k -1,901
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 178,135178.1k $12.1m $12.1m 0.00% Added +90.0k +89,957
7 Sterneck Capital Management, LLC 5.19% of their portfolio KANSAS CITY, MO 169,056169.1k $11.5m $11.5m 5.19% Added +3.8k +3,773
8 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 163,054163.1k $11.1m $11.1m 0.02% Added +2.3k +2,325
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 145,624145.6k $9.9m $9.9m 0.00% Added +3.7k +3,701
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 127,013127.0k $8.7m $8.7m 0.00% Added +6.2k +6,245
11 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 121,673121.7k $8.3m $8.3m 0.01% Added +12.2k +12,183
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 103,561103.6k $7.1m $7.1m 0.00% Reduced -131.2k -131,237
13 TBH Global Asset Management, LLC 0.77% of their portfolio Brentwood, TN 98,80498.8k $4.6m $4.6m 0.77% New
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 91,44491.4k $6.2m $6.2m 0.01% Reduced -2.0k -2,017
15 FLOW TRADERS U.S. LLC 0.16% of their portfolio NEW YORK, NY 70,02570.0k $4.8m $4.8m 0.16% New
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 65,79665.8k $4.5m $4.5m 0.01% Reduced -2.6k -2,650
17 KKM Financial LLC 0.73% of their portfolio CHICAGO, IL 60,63460.6k $4.1m $4.1m 0.73% New
18 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 49,52949.5k $3.4m $3.4m 0.01% Added +820 +820
19 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 45,10545.1k $3.1m $3.1m 0.00% Added +590 +590
20 5T Wealth, LLC 0.94% of their portfolio Napa, CA 34,48934.5k $2.4m $2.4m 0.94% Added +1.7k +1,744
21 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 29,61729.6k $2.0m $2.0m 0.00% Unchanged
22 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.69% of their portfolio NEW YORK, NY 27,32227.3k $1.9m $1.9m 0.69% Reduced -1.6k -1,567
23 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 26,17126.2k $1.8m $1.8m 0.01% Reduced -110 -110
24 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 26,06326.1k $1.8m $1.8m 0.00% Added +3.4k +3,403
25 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,73022.7k $1.5m $1.5m 0.00% Added +12.8k +12,840
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,30322.3k $1.5m $1.5m 0.00% Added +16.6k +16,591
27 AlphaCore Capital LLC 0.03% of their portfolio LA JOLLA, CA 21,75721.8k $1.5m $1.5m 0.03% Unchanged
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,66420.7k $1.4m $1.4m 0.00% Added +3.4k +3,435
29 Sherman Wealth Management LLC 1.10% of their portfolio GAITHERSBURG, MD 18,51518.5k $1.3m $1.3m 1.10% First filing
30 Financially in Tune, LLC 1.17% of their portfolio STONEHAM, MA 18,40118.4k $1.3m $1.3m 1.17% First filing
31 Apella Capital, LLC 0.02% of their portfolio WEST HARTFORD, CT 18,20818.2k $1.2m $1.2m 0.02% Reduced -118 -118
32 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 17,17717.2k $1.2m $1.2m 0.03% Reduced -4.3k -4,299
33 Stonehearth Capital Management, LLC 0.41% of their portfolio DANVERS, MA 16,21316.2k $1.1m $1.1m 0.41% Reduced -1 -1
34 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 15,92315.9k $1.1m $1.1m 0.00% Added +165 +165
35 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 13,96614.0k $951.6k $951.6k 0.02% Added +1.1k +1,072
36 RVW Wealth, LLC 0.07% of their portfolio LOS ANGELES, CA 13,84213.8k $943.2k $943.2k 0.07% Reduced -66 -66
37 Kathmere Capital Management, LLC 0.06% of their portfolio WAYNE, PA 13,69813.7k $933.4k $933.4k 0.06% Added +748 +748
38 Mendel Money Management 0.36% of their portfolio NORTHBROOK, IL 12,48212.5k $850.5k $850.5k 0.36% Added +4.3k +4,279
39 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 12,42512.4k $846.6k $846.6k 0.03% Reduced -2.0k -1,979
40 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 11,92311.9k $812.5k $812.5k 0.00% New
41 Independent Wealth Network Inc. 0.24% of their portfolio URBANDALE, IA 11,76711.8k $801.8k $801.8k 0.24% Added +1.0k +1,010
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 10,82210.8k $737.4k $737.4k 0.00% Added +1.5k +1,456
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 10,58110.6k $721.0k $721.0k 0.00% Added +35 +35
44 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,47910.5k $714.0k $714.0k 0.00% Reduced -200 -200
45 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 10,26210.3k $699.3k $699.3k 0.01% Reduced -18 -18
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 10,26010.3k $699.1k $699.1k 0.00% New
47 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,8919.9k $674.0k $674.0k 0.00% Added +492 +492
48 Edge Financial Advisors LLC 0.28% of their portfolio WHEATON, IL 9,8459.8k $670.9k $670.9k 0.28% Added +129 +129
49 Pinnacle Financial Partners, Inc. 0.01% of their portfolio ATLANTA, GA 9,7469.7k $664.6k $664.6k 0.01% First filing
50 SIGNET FINANCIAL MANAGEMENT, LLC 0.07% of their portfolio PARSIPPANY, NJ 9,5299.5k $649.3k $649.3k 0.07% Reduced -554 -554
51 RHS Financial, LLC 0.31% of their portfolio SAN FRANCISCO, CA 9,4039.4k $640.7k $640.7k 0.31% Added +37 +37
52 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 8,7588.8k $596.8k $596.8k 0.01% Unchanged
53 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,4188.4k $573.6k $573.6k 0.00% Added +97 +97
54 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.07% of their portfolio CONCORD, MA 8,2188.2k $560.0k $560.0k 0.07% Reduced -1.1k -1,128
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,0948.1k $551.5k $551.5k 0.00% Added +1.2k +1,171
56 MN Wealth Advisors, LLC 0.27% of their portfolio OVERLAND PARK, KS 7,8677.9k $536.1k $536.1k 0.27% Added +13 +13
57 HHM Wealth Advisors, LLC 0.06% of their portfolio CHATTANOOGA, TN 7,5857.6k $516.8k $516.8k 0.06% Unchanged
58 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.05% of their portfolio ALAMO, CA 7,5277.5k $512.9k $512.9k 0.05% Reduced -66 -66
59 First Commonwealth Financial Corp /PA/ 0.08% of their portfolio Indiana, PA 7,5117.5k $511.8k $511.8k 0.08% Reduced -1.2k -1,171
60 Vawter Financial, Ltd. 0.21% of their portfolio COLUMBUS, OH 7,3117.3k $498.2k $498.2k 0.21% Unchanged
61 Schiavi & Co LLC 0.15% of their portfolio WILMINGTON, DE 7,0767.1k $482.2k $482.2k 0.15% Unchanged
62 Empire Financial Management Company, LLC 0.10% of their portfolio NEW YORK, NY 7,0307.0k $479.0k $479.0k 0.10% Reduced -13.8k -13,838
63 Worth Financial Advisory Group, LLC 0.23% of their portfolio CHARLOTTE, NC 6,8666.9k $467.8k $467.8k 0.23% Reduced -48 -48
64 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 6,2566.3k $426.3k $426.3k 0.01% Reduced -13.8k -13,792
65 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 6,1746.2k $420.7k $420.7k 0.00% Added +201 +201
66 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,6505.7k $385.0k $385.0k 0.00% Reduced -290 -290
67 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 5,6305.6k $383.7k $383.7k 0.00% Reduced -175 -175
68 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 5,6095.6k $382.2k $382.2k 0.01% Added +2 +2
69 COMERICA BANK 0.00% of their portfolio DALLAS, TX 5,6075.6k $382.1k $382.1k 0.00% Added +226 +226
70 MLG Wealth Management DBA Pine Grove Financial Group 0.05% of their portfolio WOODBURY, MN 5,4805.5k $373.4k $373.4k 0.05% First filing
71 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 4,4554.5k $303.6k $303.6k 0.01% Added +525 +525
72 NorthRock Partners, LLC 0.00% of their portfolio MINNEAPOLIS, MN 4,1984.2k $286.1k $286.1k 0.00% Unchanged
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,8363.8k $261.4k $261.4k 0.00% Added +1 +1
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,5913.6k $244.7k $244.7k 0.00% Added +2.5k +2,488
75 Facet Wealth, Inc. 0.00% of their portfolio WEST PALM BEACH, FL 3,5643.6k $256.9k $256.9k 0.00% Unchanged
76 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 3,3443.3k $227.9k $227.9k 0.00% Added +22 +22
77 3Chopt Investment Partners, LLC 0.05% of their portfolio RICHMOND, VA 3,3253.3k $226.6k $226.6k 0.05% Unchanged
78 Summit Wealth Partners, LLC 0.04% of their portfolio Orlando, FL 3,2413.2k $220.9k $220.9k 0.04% Added +71 +71
79 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,0523.1k $208.0k $208.0k 0.00% Unchanged
80 BELLEVUE ASSET MANAGEMENT, LLC 0.06% of their portfolio BELLEVUE, WA 2,9002.9k $197.6k $197.6k 0.06% Reduced -1.1k -1,102
81 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,8712.9k $195.6k $195.6k 0.00% Added +745 +745
82 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,5291.5k $104.2k $104.2k 0.00% Unchanged
83 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,4541.5k $99.0k $99.0k 0.00% Reduced -185 -185
84 Lodestone Wealth Management LLC 0.04% of their portfolio SPOKANE, WA 1,3161.3k $89.7k $89.7k 0.04% New
85 FMR LLC 0.00% of their portfolio BOSTON, MA 1,2021.2k $81.9k $81.9k 0.00% Reduced -111 -111
86 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.01% of their portfolio WEST HARTFORD, CT 900900 $61.0k $61.0k 0.01% Unchanged
87 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 732732 $49.9k $49.9k 0.00% Unchanged
88 Smithfield Trust Co 0.00% of their portfolio PITTSBURGH, PA 681681 $46.0k $46.0k 0.00% Unchanged
89 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 547547 $37.3k $37.3k 0.00% New
90 Eagle Bay Advisors LLC 0.03% of their portfolio NEW YORK, NY 526526 $35.8k $35.8k 0.03% New
91 Horizon Investments, LLC 0.00% of their portfolio Charlotte, NC 487487 $33.2k $33.2k 0.00% New
92 SYM FINANCIAL Corp 0.00% of their portfolio WINONA LAKE, IN 466466 $31.8k $31.8k 0.00% Reduced -65 -65
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 426426 $29.1k $29.1k 0.00% Added +9 +9
94 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 400400 $27.3k $27.3k 0.00% Unchanged
95 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 365365 $24.9k $24.9k 0.00% Unchanged
96 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 358358 $24.4k $24.4k 0.00% Added +7 +7
97 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 331331 $22.6k $22.6k 0.00% Reduced -1 -1
98 CWM, LLC 0.00% of their portfolio OMAHA, NE 230230 $16.0k $16.0k 0.00% Reduced -80 -80
99 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 8383 $5.7k $5.7k 0.00% Unchanged
100 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 8080 $5.5k $5.5k 0.00% Unchanged