Vault-13

J P MORGAN EXCHANGE TRADED F JSCP

SHORT DURA CORE · ETP · CUSIP 46641Q274

80 institutional holders +2 vs Q4 2024
10,111,20810.1m shares reported held*
$477.3mreported value*
9 new 35 added 23 reduced 4 sold out net bought ≈ $47.6m (+1.0m 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 ≈ $47.21.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 38Q4 22: 50Q1 23: 48Q2 23: 52Q3 23: 52Q4 23: 55Q1 24: 55Q2 24: 60Q3 24: 71Q4 24: 78Q1 25: 8080Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202238
Q4 202250
Q1 202348
Q2 202352
Q3 202352
Q4 202355
Q1 202455
Q2 202460
Q3 202471
Q4 202478
Q1 202580

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 23: 31 bought or addedQ2 23: 19 cut or sold outQ3 23: 31 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 31 bought or addedQ4 23: 24 cut or sold outQ1 24: 35 bought or addedQ1 24: 18 cut or sold outQ1 24Q2 24: 37 bought or addedQ2 24: 16 cut or sold outQ3 24: 47 bought or addedQ3 24: 21 cut or sold outQ3 24Q4 24: 47 bought or addedQ4 24: 25 cut or sold outQ1 25: 44 bought or addedQ1 25: 27 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233119
Q3 20233122
Q4 20233124
Q1 20243518
Q2 20243716
Q3 20244721
Q4 20244725
Q1 20254427

Biggest buyers

HB Wealth Management, LLC New +1,119,948+1.1m
CWM, LLC Added +532,598+532.6k
JPMORGAN CHASE & CO Added +158,859+158.9k
Visionary Wealth Advisors New +131,817+131.8k
Roberts Wealth Advisors, LLC New +130,957+131.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +116,400+116.4k
JANE STREET GROUP, LLC New +67,620+67.6k
Transform Wealth, LLC Added +46,427+46.4k
MML INVESTORS SERVICES, LLC Added +45,453+45.5k
TD Capital Management LLC Added +36,871+36.9k

Biggest sellers

WMS Partners, LLC Sold out -1,057,969-1.1m
Bridgewealth Advisory Group, LLC Reduced -278,565-278.6k
Thrivent Financial for Lutherans Sold out -148,214-148.2k
LPL Financial LLC Reduced -44,399-44.4k
Tradition Wealth Management, LLC Reduced -16,870-16.9k
HighTower Advisors, LLC Reduced -14,137-14.1k
FLOW TRADERS U.S. LLC Sold out -10,009-10.0k
Lodestone Wealth Management LLC Reduced -8,675-8.7k
Milestone Investment Advisors LLC Reduced -7,200-7.2k
GeoWealth Management, LLC Reduced -7,023-7.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.17% of their portfolio PLYMOUTH, MN 1,917,5811.9m $90.5m $90.5m 0.17% Added +116.4k +116,400
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,376,3361.4m $65.0m $65.0m 0.00% Added +158.9k +158,859
3 EP Wealth Advisors, LLC 0.47% of their portfolio TORRANCE, CA 1,253,7941.3m $59.2m $59.2m 0.47% Added +24.0k +23,991
4 HB Wealth Management, LLC 0.44% of their portfolio Atlanta, GA 1,119,9481.1m $52.9m $52.9m 0.44% New
5 CWM, LLC 0.13% of their portfolio OMAHA, NE 706,243706.2k $33.3m $33.3m 0.13% Added +532.6k +532,598
6 5th Street Advisors, LLC 9.78% of their portfolio Southport, CT 429,640429.6k $20.3m $20.3m 9.78% Added +3.9k +3,923
7 Roof Eidam Maycock Peralta, LLC 3.83% of their portfolio San Francisco, CA 305,707305.7k $14.4m $14.4m 3.83% Reduced -2.6k -2,650
8 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 274,100274.1k $12.9m $12.9m 0.02% Reduced -14.1k -14,137
9 Shorepoint Capital Partners LLC 2.39% of their portfolio NORWOOD, MA 224,086224.1k $10.6m $10.6m 2.39% Added +4.5k +4,536
10 SkyOak Wealth, LLC 2.22% of their portfolio SOUTHFIELD, MI 215,090215.1k $10.2m $10.2m 2.22% Added +20.5k +20,524
11 Transform Wealth, LLC 0.47% of their portfolio GREENWOOD VILLAGE, CO 164,368164.4k $7.8m $7.8m 0.47% Added +46.4k +46,427
12 Waverly Advisors, LLC 0.08% of their portfolio BIRMINGHAM, AL 144,672144.7k $6.8m $6.8m 0.08% Added +4.6k +4,642
13 Visionary Wealth Advisors 0.37% of their portfolio O'FALLON, IL 131,817131.8k $6.2m $6.2m 0.37% New
14 Roberts Wealth Advisors, LLC 1.91% of their portfolio PALO ALTO, CA 130,957131.0k $6.2m $6.2m 1.91% New
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 120,624120.6k $5.7m $5.7m 0.01% Added +23.6k +23,589
16 TD Capital Management LLC 0.55% of their portfolio MEMPHIS, TN 116,059116.1k $5.5m $5.5m 0.55% Added +36.9k +36,871
17 Perigon Wealth Management, LLC 0.13% of their portfolio SAN FRANCISCO, CA 109,645109.6k $5.2m $5.2m 0.13% Added +20.9k +20,937
18 Milestone Investment Advisors LLC 1.21% of their portfolio MIDDLETON, WI 92,68192.7k $4.4m $4.4m 1.21% Reduced -7.2k -7,200
19 Tradition Wealth Management, LLC 0.29% of their portfolio EDINA, MN 69,02469.0k $3.3m $3.3m 0.29% Reduced -16.9k -16,870
20 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 67,62067.6k $3.2m $3.2m 0.01% New
21 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 65,14265.1k $3.1m $3.1m 0.01% Reduced -2.5k -2,535
22 NOESIS CAPITAL MANGEMENT CORP 0.60% of their portfolio BOCA RATON, FL 63,61663.6k $3.0m $3.0m 0.60% Reduced -1.9k -1,855
23 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 63,25463.3k $3.0m $3.0m 0.02% Reduced -242 -242
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 57,66857.7k $2.7m $2.7m 0.00% Reduced -881 -881
25 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 57,50557.5k $2.7m $2.7m 0.01% Added +45.5k +45,453
26 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 57,33657.3k $2.7m $2.7m 0.02% Reduced -415 -415
27 Heritage Wealth Management, Inc. 0.81% of their portfolio CINCINNATI, OH 50,62050.6k $2.4m $2.4m 0.81% Reduced -2.9k -2,855
28 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 44,86644.9k $2.1m $2.1m 0.04% Added +344 +344
29 Beaumont Financial Advisors, LLC 0.15% of their portfolio NEEDHAM, MA 40,09140.1k $1.9m $1.9m 0.15% Reduced -1.9k -1,850
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,61736.6k $1.7m $1.7m 0.00% Added +6.3k +6,275
31 Ausdal Financial Partners, Inc. 0.13% of their portfolio Davenport, IA 36,14136.1k $1.7m $1.7m 0.13% Added +2.8k +2,804
32 PROMETHIUM ADVISORS,LLC 1.04% of their portfolio BETHESDA, MD 34,39034.4k $1.6m $1.6m 1.04% New
33 BEAM WEALTH ADVISORS, INC. 0.47% of their portfolio COVINGTON, LA 29,61729.6k $1.4m $1.4m 0.47% Added +353 +353
34 FAS Wealth Partners, Inc. 0.10% of their portfolio LEAWOOD, KS 25,01125.0k $1.2m $1.2m 0.10% Added +297 +297
35 GeoWealth Management, LLC 0.05% of their portfolio CHICAGO, IL 24,84624.8k $1.2m $1.2m 0.05% Reduced -7.0k -7,023
36 LexAurum Advisors, LLC 0.22% of their portfolio OVERLAND PARK, KS 24,56024.6k $1.2m $1.2m 0.22% Added +2.4k +2,420
37 Lowe Wealth Advisors, LLC 0.48% of their portfolio COLUMBIA, MD 23,71723.7k $1.1m $1.1m 0.48% Added +1.5k +1,505
38 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 22,96323.0k $1.1m $1.1m 0.01% Added +556 +556
39 BCGM Wealth Management, LLC 0.32% of their portfolio LAFAYETTE, IN 22,39822.4k $1.1m $1.1m 0.32% Added +2.2k +2,152
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 21,78921.8k $1.0m $1.0m 0.00% Reduced -3.7k -3,665
41 Frederick Financial Consultants, LLC 0.71% of their portfolio FREDERICK, MD 20,96921.0k $990.0k $990.0k 0.71% New
42 Bridgewealth Advisory Group, LLC 1.21% of their portfolio Fresno, CA 19,48219.5k $919.7k $919.7k 1.21% Reduced -278.6k -278,565
43 Southeast Asset Advisors, LLC 0.11% of their portfolio THOMASVILLE, GA 19,29319.3k $910.8k $910.8k 0.11% Added +1.8k +1,780
44 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.11% of their portfolio ALAMO, CA 18,84118.8k $889.5k $889.5k 0.11% Reduced -57 -57
45 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 18,45718.5k $870.8k $870.8k 0.00% Added +9.8k +9,765
46 Legacy Wealth Managment, LLC/ID 0.56% of their portfolio BOISE, ID 16,42616.4k $775.5k $775.5k 0.56% Added +5.7k +5,706
47 Main Street Financial Solutions, LLC 0.06% of their portfolio NEWTOWN, PA 15,39615.4k $726.8k $726.8k 0.06% Added +10.9k +10,931
48 MidAtlantic Capital Management, Inc. 0.56% of their portfolio RICHMOND, VA 15,09915.1k $712.8k $712.8k 0.56% Added +321 +321
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,80314.8k $698.9k $698.9k 0.00% Reduced -44.4k -44,399
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,01114.0k $661.5k $661.5k 0.00% Added +9.3k +9,307
51 Interchange Capital Partners, LLC 0.18% of their portfolio PITTSBURGH, PA 13,60013.6k $642.1k $642.1k 0.18% Unchanged
52 Lodestone Wealth Management LLC 0.33% of their portfolio SPOKANE, WA 13,26113.3k $626.1k $626.1k 0.33% Reduced -8.7k -8,675
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,97613.0k $612.6k $612.6k 0.00% New
54 Vawter Financial, Ltd. 0.27% of their portfolio COLUMBUS, OH 10,24510.2k $483.7k $483.7k 0.27% Unchanged
55 AIFG Consultants Ltd. 0.80% of their portfolio HALFMOON, NY 10,22910.2k $482.9k $482.9k 0.80% Added +5.7k +5,653
56 INVENIO WEALTH PARTNERS LLC 0.20% of their portfolio CORAL GABLES, FL 9,97810.0k $471.1k $471.1k 0.20% Reduced -687 -687
57 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,96910.0k $471.0k $471.0k 0.00% Added +389 +389
58 Tortoise Investment Management, LLC 0.05% of their portfolio WHITE PLAINS, NY 9,4859.5k $447.8k $447.8k 0.05% Reduced -1.0k -1,000
59 USAdvisors Wealth Management, LLC 0.15% of their portfolio EDEN PRAIRIE, MN 9,2739.3k $437.0k $437.0k 0.15% Added +1.0k +1,003
60 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,9809.0k $424.0k $424.0k 0.00% Reduced -1.8k -1,817
61 Summit Wealth Partners, LLC 0.08% of their portfolio Orlando, FL 8,0588.1k $380.4k $380.4k 0.08% Unchanged
62 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 6,0006.0k $283.3k $283.3k 0.00% Added +3.0k +3,000
63 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,4005.4k $254.9k $254.9k 0.00% Unchanged
64 MOSAIC FINANCIAL GROUP, LLC 0.20% of their portfolio CHICAGO, IL 5,3135.3k $251.0k $251.0k 0.20% Unchanged
65 Gradient Capital Advisors, LLC 0.07% of their portfolio SAN DIEGO, CA 4,6974.7k $221.7k $221.7k 0.07% Unchanged
66 WNY Asset Management, LLC 0.03% of their portfolio Williamsville, NY 4,6224.6k $218.2k $218.2k 0.03% Added +10 +10
67 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 4,6064.6k $217.4k $217.4k 0.02% Reduced -1.4k -1,413
68 Barnes Wealth Management Group, Inc 0.13% of their portfolio Bakersfield, CA 4,4264.4k $209.0k $209.0k 0.13% New
69 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,3094.3k $203.4k $203.4k 0.00% Added +2.3k +2,345
70 HFM Investment Advisors, LLC 0.10% of their portfolio GLASSBORO, NJ 4,3014.3k $203.1k $203.1k 0.10% First filing
71 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 3,0053.0k $141.9k $141.9k 0.00% Reduced -248 -248
72 Clearstead Trust, LLC 0.01% of their portfolio PORTLAND, ME 1,2881.3k $60.8k $60.8k 0.01% Unchanged
73 Centricity Wealth Management, LLC 0.02% of their portfolio Westerville, OH 525525 $24.8k $24.8k 0.02% Unchanged
74 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 497497 $23.5k $23.5k 0.00% Unchanged
75 Comprehensive Financial Planning, Inc./PA 0.02% of their portfolio EAST PETERSBURG, PA 493493 $23.3k $23.3k 0.02% Added +5 +5
76 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 437437 $20.6k $20.6k 0.01% New
77 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 268268 $12.7k $12.7k 0.00% Unchanged
78 Park Place Capital Corp 0.00% of their portfolio Homewood, AL 5050 $2.4k $2.4k 0.00% Unchanged
79 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $84 $84 0.00% Reduced -431 -431
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged