Vault-13

J P MORGAN EXCHANGE TRADED F JSCP

SHORT DURA CORE · ETP · CUSIP 46641Q274

93 institutional holders +13 vs Q1 2025
10,456,66110.5m shares reported held*
$496.0mreported value*
20 new 36 added 22 reduced 9 sold out net bought ≈ $30.0m (+632.4k 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 ≈ $47.43.

Trends to Q2 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: 80Q2 25: 9393Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202593

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 31 bought or addedQ3 23: 22 cut or sold outQ4 23: 31 bought or addedQ4 23: 24 cut or sold outQ4 23Q1 24: 35 bought or addedQ1 24: 18 cut or sold outQ2 24: 37 bought or addedQ2 24: 16 cut or sold outQ2 24Q3 24: 47 bought or addedQ3 24: 21 cut or sold outQ4 24: 47 bought or addedQ4 24: 25 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 27 cut or sold outQ2 25: 56 bought or addedQ2 25: 31 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233122
Q4 20233124
Q1 20243518
Q2 20243716
Q3 20244721
Q4 20244725
Q1 20254427
Q2 20255631

Biggest buyers

EP Wealth Advisors, LLC Added +610,119+610.1k
Hennion & Walsh Asset Management, Inc. New +375,075+375.1k
Bridgewealth Advisory Group, LLC Added +277,698+277.7k
NorthCoast Asset Management LLC New +166,761+166.8k
JANE STREET GROUP, LLC Added +149,111+149.1k
Roberts Wealth Advisors, LLC Added +135,923+135.9k
GOLDMAN SACHS GROUP INC New +124,032+124.0k
OSAIC HOLDINGS, INC. Added +122,047+122.0k
Thrivent Financial for Lutherans New +111,557+111.6k
BELLEVUE ASSET MANAGEMENT, LLC New +84,916+84.9k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -1,657,854-1.7m
5th Street Advisors, LLC Reduced -54,934-54.9k
Ausdal Financial Partners, Inc. Sold out -36,141-36.1k
MML INVESTORS SERVICES, LLC Reduced -31,622-31.6k
CITADEL ADVISORS LLC Sold out -21,789-21.8k
CWM, LLC Reduced -19,812-19.8k
HighTower Advisors, LLC Reduced -15,676-15.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -12,976-13.0k
Vawter Financial, Ltd. Sold out -10,245-10.2k
Legacy Wealth Managment, LLC/ID Reduced -10,221-10.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EP Wealth Advisors, LLC 0.58% of their portfolio TORRANCE, CA 1,863,9131.9m $88.4m $88.4m 0.58% Added +610.1k +610,119
2 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,398,6931.4m $66.4m $66.4m 0.00% Added +22.4k +22,357
3 HB Wealth Management, LLC 0.42% of their portfolio Atlanta, GA 1,111,6601.1m $52.7m $52.7m 0.42% Reduced -8.3k -8,288
4 CWM, LLC 0.11% of their portfolio OMAHA, NE 686,431686.4k $32.6m $32.6m 0.11% Reduced -19.8k -19,812
5 Hennion & Walsh Asset Management, Inc. 0.72% of their portfolio Parsippany, NJ 375,075375.1k $17.8m $17.8m 0.72% New
6 5th Street Advisors, LLC 8.83% of their portfolio Southport, CT 374,706374.7k $17.8m $17.8m 8.83% Reduced -54.9k -54,934
7 Roof Eidam Maycock Peralta, LLC 3.60% of their portfolio San Francisco, CA 307,590307.6k $14.6m $14.6m 3.60% Added +1.9k +1,883
8 Bridgewealth Advisory Group, LLC 3.58% of their portfolio Fresno, CA 297,180297.2k $14.1m $14.1m 3.58% Added +277.7k +277,698
9 Roberts Wealth Advisors, LLC 3.64% of their portfolio PALO ALTO, CA 266,880266.9k $12.7m $12.7m 3.64% Added +135.9k +135,923
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 259,727259.7k $12.2m $12.2m 0.02% Reduced -1.7m -1,657,854
11 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 258,424258.4k $12.3m $12.3m 0.02% Reduced -15.7k -15,676
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 242,671242.7k $11.5m $11.5m 0.02% Added +122.0k +122,047
13 SkyOak Wealth, LLC 2.16% of their portfolio SOUTHFIELD, MI 226,657226.7k $10.8m $10.8m 2.16% Added +11.6k +11,567
14 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 216,731216.7k $10.3m $10.3m 0.02% Added +149.1k +149,111
15 Visionary Wealth Advisors 0.45% of their portfolio O'FALLON, IL 187,727187.7k $8.9m $8.9m 0.45% Added +55.9k +55,910
16 NorthCoast Asset Management LLC 0.03% of their portfolio STAMFORD, CT 166,761166.8k $7.9m $7.9m 0.03% New
17 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 141,598141.6k $6.7m $6.7m 0.07% Reduced -3.1k -3,074
18 TD Capital Management LLC 0.61% of their portfolio MEMPHIS, TN 137,036137.0k $6.5m $6.5m 0.61% Added +21.0k +20,977
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 124,032124.0k $5.9m $5.9m 0.00% New
20 Perigon Wealth Management, LLC 0.13% of their portfolio SAN FRANCISCO, CA 119,131119.1k $5.7m $5.7m 0.13% Added +9.5k +9,486
21 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 111,557111.6k $5.3m $5.3m 0.01% New
22 Milestone Investment Advisors LLC 1.13% of their portfolio MIDDLETON, WI 91,43591.4k $4.3m $4.3m 1.13% Reduced -1.2k -1,246
23 BELLEVUE ASSET MANAGEMENT, LLC 1.96% of their portfolio BELLEVUE, WA 84,91684.9k $4.0m $4.0m 1.96% New
24 Tradition Wealth Management, LLC 0.26% of their portfolio EDINA, MN 68,28568.3k $3.2m $3.2m 0.26% Reduced -739 -739
25 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 64,63264.6k $3.1m $3.1m 0.01% Reduced -510 -510
26 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 61,76861.8k $2.9m $2.9m 0.00% Added +51.8k +51,799
27 21 West Wealth Management LLC 2.93% of their portfolio TUSTIN, CA 61,24661.2k $2.9m $2.9m 2.93% First filing
28 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 59,65959.7k $2.8m $2.8m 0.02% Reduced -3.6k -3,595
29 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 56,03356.0k $2.7m $2.7m 0.02% Reduced -1.3k -1,303
30 NOESIS CAPITAL MANGEMENT CORP 0.45% of their portfolio BOCA RATON, FL 54,24454.2k $2.6m $2.6m 0.45% Reduced -9.4k -9,372
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 51,61351.6k $2.4m $2.4m 0.00% Reduced -6.1k -6,055
32 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 50,06650.1k $2.4m $2.4m 0.03% New
33 Heritage Wealth Management, Inc. 0.74% of their portfolio CINCINNATI, OH 48,16548.2k $2.3m $2.3m 0.74% Reduced -2.5k -2,455
34 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 46,87046.9k $2.2m $2.2m 0.04% Added +2.0k +2,004
35 FLOW TRADERS U.S. LLC 0.08% of their portfolio NEW YORK, NY 46,84746.8k $2.2m $2.2m 0.08% New
36 Main Street Financial Solutions, LLC 0.16% of their portfolio NEWTOWN, PA 45,47345.5k $2.2m $2.2m 0.16% Added +30.1k +30,077
37 PROMETHIUM ADVISORS,LLC 1.16% of their portfolio BETHESDA, MD 40,11540.1k $1.9m $1.9m 1.16% Added +5.7k +5,725
38 Beaumont Financial Advisors, LLC 0.14% of their portfolio NEEDHAM, MA 39,34439.3k $1.9m $1.9m 0.14% Reduced -747 -747
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,69737.7k $1.8m $1.8m 0.00% Added +1.1k +1,080
40 Global Retirement Partners, LLC 0.04% of their portfolio San Rafael, CA 33,83633.8k $1.6m $1.6m 0.04% First filing
41 BEAM WEALTH ADVISORS, INC. 0.42% of their portfolio COVINGTON, LA 29,89529.9k $1.4m $1.4m 0.42% Added +278 +278
42 BCGM Wealth Management, LLC 0.35% of their portfolio LAFAYETTE, IN 26,19726.2k $1.2m $1.2m 0.35% Added +3.8k +3,799
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,88325.9k $1.2m $1.2m 0.00% Reduced -31.6k -31,622
44 FAS Wealth Partners, Inc. 0.09% of their portfolio LEAWOOD, KS 25,32725.3k $1.2m $1.2m 0.09% Added +316 +316
45 LexAurum Advisors, LLC 0.18% of their portfolio OVERLAND PARK, KS 24,41124.4k $1.2m $1.2m 0.18% Reduced -149 -149
46 Frederick Financial Consultants, LLC 0.70% of their portfolio FREDERICK, MD 23,76523.8k $1.1m $1.1m 0.70% Added +2.8k +2,796
47 Lowe Wealth Advisors, LLC 0.44% of their portfolio COLUMBIA, MD 23,71623.7k $1.1m $1.1m 0.44% Reduced -1 -1
48 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 23,52523.5k $1.1m $1.1m 0.01% Added +562 +562
49 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 23,02723.0k $1.1m $1.1m 0.04% Reduced -1.8k -1,819
50 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,60121.6k $1.0m $1.0m 0.00% Added +3.1k +3,144
51 Southeast Asset Advisors, LLC 0.11% of their portfolio THOMASVILLE, GA 19,39719.4k $920.2k $920.2k 0.11% Added +104 +104
52 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.10% of their portfolio ALAMO, CA 18,96019.0k $899.5k $899.5k 0.10% Added +119 +119
53 AIFG Consultants Ltd. 1.56% of their portfolio HALFMOON, NY 16,89716.9k $801.6k $801.6k 1.56% Added +6.7k +6,668
54 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,64416.6k $789.6k $789.6k 0.00% Added +2.6k +2,633
55 Interchange Capital Partners, LLC 0.18% of their portfolio PITTSBURGH, PA 16,11516.1k $764.5k $764.5k 0.18% Added +2.5k +2,515
56 MidAtlantic Capital Management, Inc. 0.52% of their portfolio RICHMOND, VA 15,34715.3k $728.1k $728.1k 0.52% Added +248 +248
57 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,86914.9k $705.4k $705.4k 0.00% Added +66 +66
58 Lodestone Wealth Management LLC 0.31% of their portfolio SPOKANE, WA 13,41413.4k $636.4k $636.4k 0.31% Added +153 +153
59 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.37% of their portfolio CLARKSDALE, MS 11,60711.6k $550.6k $550.6k 0.37% New
60 SIGNET FINANCIAL MANAGEMENT, LLC 0.07% of their portfolio PARSIPPANY, NJ 11,39311.4k $540.5k $540.5k 0.07% New
61 USAdvisors Wealth Management, LLC 0.18% of their portfolio EDEN PRAIRIE, MN 10,07910.1k $478.0k $478.0k 0.18% Added +806 +806
62 INVENIO WEALTH PARTNERS LLC 0.19% of their portfolio CORAL GABLES, FL 9,97810.0k $473.4k $473.4k 0.19% Unchanged
63 Tortoise Investment Management, LLC 0.04% of their portfolio WHITE PLAINS, NY 9,4859.5k $450.0k $450.0k 0.04% Unchanged
64 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,5988.6k $407.0k $407.0k 0.00% New
65 Legacy Edge Advisors, LLC 0.05% of their portfolio SYOSSET, NY 8,5988.6k $407.9k $407.9k 0.05% New
66 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 8,0588.1k $382.3k $382.3k 0.07% Unchanged
67 Leo Wealth, LLC 0.03% of their portfolio HURST, TX 7,3037.3k $346.4k $346.4k 0.03% New
68 Legacy Investment Solutions, LLC 0.16% of their portfolio BOISE, ID 6,2056.2k $294.4k $294.4k 0.16% First filing
69 Legacy Wealth Managment, LLC/ID 0.16% of their portfolio BOISE, ID 6,2056.2k $294.4k $294.4k 0.16% Reduced -10.2k -10,221
70 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,7595.8k $273.2k $273.2k 0.01% New
71 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 5,5285.5k $262.2k $262.2k 0.02% Added +922 +922
72 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,4005.4k $256.2k $256.2k 0.00% Unchanged
73 MOSAIC FINANCIAL GROUP, LLC 0.19% of their portfolio CHICAGO, IL 5,3135.3k $252.0k $252.0k 0.19% Unchanged
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,1475.1k $244.2k $244.2k 0.00% Added +838 +838
75 Gradient Capital Advisors, LLC 0.07% of their portfolio SAN DIEGO, CA 4,9094.9k $232.9k $232.9k 0.07% Added +212 +212
76 One Capital Management, LLC 0.01% of their portfolio WESTLAKE VILLAGE, CA 4,7754.8k $226.5k $226.5k 0.01% New
77 Barnes Wealth Management Group, Inc 0.13% of their portfolio Bakersfield, CA 4,6944.7k $222.7k $222.7k 0.13% Added +268 +268
78 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,2344.2k $200.9k $200.9k 0.00% New
79 HFM Investment Advisors, LLC 0.08% of their portfolio GLASSBORO, NJ 4,0414.0k $191.7k $191.7k 0.08% Reduced -260 -260
80 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,0863.1k $146.4k $146.4k 0.00% New
81 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 3,0053.0k $142.6k $142.6k 0.00% Unchanged
82 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,0003.0k $142.3k $142.3k 0.00% Reduced -3.0k -3,000
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,6271.6k $77.2k $77.2k 0.00% New
84 Clearstead Trust, LLC 0.01% of their portfolio PORTLAND, ME 1,2881.3k $61.1k $61.1k 0.01% Unchanged
85 Centricity Wealth Management, LLC 0.02% of their portfolio Westerville, OH 525525 $24.9k $24.9k 0.02% Unchanged
86 Comprehensive Financial Planning, Inc./PA 0.02% of their portfolio EAST PETERSBURG, PA 500500 $23.7k $23.7k 0.02% Added +7 +7
87 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 326326 $16.0k $16.0k 0.00% New
88 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 268268 $12.7k $12.7k 0.00% Unchanged
89 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 220220 $10.4k $10.4k 0.00% First filing
90 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 6969 $3.3k $3.3k 0.00% New
91 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 2323 $1.0k $1.0k 0.00% New
92 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $65 $65 0.00% Unchanged
93 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged