Vault-13

J P MORGAN EXCHANGE TRADED F JSCP

SHORT DURA CORE · ETP · CUSIP 46641Q274

93 institutional holders +0 vs Q2 2025
12,409,11612.4m shares reported held*
$591.0mreported value*
13 new 50 added 17 reduced 11 sold out net bought ≈ $171.1m (+3.6m 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 ≈ $47.63.

Trends to Q3 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: 93Q3 25: 9393Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202593

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 56 bought or addedQ2 25: 31 cut or sold outQ3 25: 63 bought or addedQ3 25: 28 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20233124
Q1 20243518
Q2 20243716
Q3 20244721
Q4 20244725
Q1 20254427
Q2 20255631
Q3 20256328

Biggest buyers

JPMORGAN CHASE & CO Added +2,079,379+2.1m
Apella Capital, LLC New +449,839+449.8k
Integrated Wealth Concepts LLC New +272,513+272.5k
OSAIC HOLDINGS, INC. Added +233,885+233.9k
SIGNET FINANCIAL MANAGEMENT, LLC Added +233,030+233.0k
CWM, LLC Added +157,700+157.7k
Roberts Wealth Advisors, LLC Added +104,853+104.9k
GOLDMAN SACHS GROUP INC Added +95,606+95.6k
TD Capital Management LLC Added +79,977+80.0k
Main Street Financial Solutions, LLC Added +75,988+76.0k

Biggest sellers

HB Wealth Management, LLC Reduced -212,522-212.5k
JANE STREET GROUP, LLC Reduced -194,937-194.9k
Thrivent Financial for Lutherans Sold out -111,557-111.6k
FLOW TRADERS U.S. LLC Reduced -29,387-29.4k
Visionary Wealth Advisors Reduced -28,659-28.7k
FAS Wealth Partners, Inc. Sold out -25,327-25.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -13,665-13.7k
Kingsview Wealth Management, LLC Reduced -10,334-10.3k
HRT FINANCIAL LP Sold out -8,598-8.6k
Tradition Wealth Management, LLC Reduced -8,361-8.4k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,478,0723.5m $165.6m $165.6m 0.01% Added +2.1m +2,079,379
2 HB Wealth Management, LLC 0.29% of their portfolio Atlanta, GA 899,138899.1k $42.8m $42.8m 0.29% Reduced -212.5k -212,522
3 CWM, LLC 0.12% of their portfolio OMAHA, NE 844,131844.1k $40.2m $40.2m 0.12% Added +157.7k +157,700
4 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 476,556476.6k $22.7m $22.7m 0.03% Added +233.9k +233,885
5 Apella Capital, LLC 0.48% of their portfolio WEST HARTFORD, CT 449,839449.8k $21.4m $21.4m 0.48% New
6 Hennion & Walsh Asset Management, Inc. 0.68% of their portfolio Parsippany, NJ 392,511392.5k $18.7m $18.7m 0.68% Added +17.4k +17,436
7 Roberts Wealth Advisors, LLC 4.71% of their portfolio PALO ALTO, CA 371,733371.7k $17.7m $17.7m 4.71% Added +104.9k +104,853
8 5th Street Advisors, LLC 8.72% of their portfolio Southport, CT 369,744369.7k $17.6m $17.6m 8.72% Reduced -5.0k -4,962
9 Roof Eidam Maycock Peralta, LLC 3.76% of their portfolio San Francisco, CA 325,087325.1k $15.5m $15.5m 3.76% Added +17.5k +17,497
10 Bridgewealth Advisory Group, LLC 3.36% of their portfolio Fresno, CA 304,345304.3k $14.5m $14.5m 3.36% Added +7.2k +7,165
11 Integrated Wealth Concepts LLC 0.12% of their portfolio WALTHAM, MA 272,513272.5k $13.0m $13.0m 0.12% New
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 271,990272.0k $12.9m $12.9m 0.02% Added +12.3k +12,263
13 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 269,350269.4k $12.8m $12.8m 0.01% Added +10.9k +10,926
14 SIGNET FINANCIAL MANAGEMENT, LLC 1.35% of their portfolio PARSIPPANY, NJ 244,423244.4k $11.6m $11.6m 1.35% Added +233.0k +233,030
15 SkyOak Wealth, LLC 2.19% of their portfolio SOUTHFIELD, MI 243,153243.2k $11.6m $11.6m 2.19% Added +16.5k +16,496
16 Shorepoint Capital Partners LLC 2.11% of their portfolio NORWOOD, MA 223,025223.0k $10.6m $10.6m 2.11% First filing
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 219,638219.6k $10.5m $10.5m 0.00% Added +95.6k +95,606
18 TD Capital Management LLC 0.93% of their portfolio MEMPHIS, TN 217,013217.0k $10.3m $10.3m 0.93% Added +80.0k +79,977
19 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 209,171209.2k $10.0m $10.0m 0.04% Added +42.4k +42,410
20 Visionary Wealth Advisors 0.35% of their portfolio O'FALLON, IL 159,068159.1k $7.6m $7.6m 0.35% Reduced -28.7k -28,659
21 Waverly Advisors, LLC 0.07% of their portfolio BIRMINGHAM, AL 141,715141.7k $6.7m $6.7m 0.07% Added +117 +117
22 Main Street Financial Solutions, LLC 0.37% of their portfolio NEWTOWN, PA 121,461121.5k $5.8m $5.8m 0.37% Added +76.0k +75,988
23 Perigon Wealth Management, LLC 0.11% of their portfolio SAN FRANCISCO, CA 114,120114.1k $5.4m $5.4m 0.11% Reduced -5.0k -5,011
24 Milestone Investment Advisors LLC 1.13% of their portfolio MIDDLETON, WI 95,44595.4k $4.5m $4.5m 1.13% Added +4.0k +4,010
25 BELLEVUE ASSET MANAGEMENT, LLC 2.05% of their portfolio BELLEVUE, WA 93,42793.4k $4.4m $4.4m 2.05% Added +8.5k +8,511
26 Legacy Edge Advisors, LLC 0.41% of their portfolio SYOSSET, NY 73,86073.9k $3.5m $3.5m 0.41% Added +65.3k +65,262
27 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 66,84866.8k $3.2m $3.2m 0.01% Added +2.2k +2,216
28 21 West Wealth Management LLC 2.92% of their portfolio TUSTIN, CA 64,58164.6k $3.1m $3.1m 2.92% Added +3.3k +3,335
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 64,04964.0k $3.0m $3.0m 0.00% Added +12.4k +12,436
30 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 63,30863.3k $3.0m $3.0m 0.02% Added +3.6k +3,649
31 NOESIS CAPITAL MANGEMENT CORP 0.47% of their portfolio BOCA RATON, FL 63,03563.0k $3.0m $3.0m 0.47% Added +8.8k +8,791
32 Tradition Wealth Management, LLC 0.21% of their portfolio EDINA, MN 59,92459.9k $2.9m $2.9m 0.21% Reduced -8.4k -8,361
33 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 53,21353.2k $2.5m $2.5m 0.02% Reduced -2.8k -2,820
34 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 48,66748.7k $2.3m $2.3m 0.01% Added +25.1k +25,142
35 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 48,10348.1k $2.3m $2.3m 0.00% Reduced -13.7k -13,665
36 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 47,96548.0k $2.3m $2.3m 0.02% Reduced -2.1k -2,101
37 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 46,31046.3k $2.2m $2.2m 0.00% Added +24.7k +24,709
38 Heritage Wealth Management, Inc. 0.64% of their portfolio CINCINNATI, OH 45,48545.5k $2.2m $2.2m 0.64% Reduced -2.7k -2,680
39 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 45,34545.3k $2.2m $2.2m 0.00% Added +7.6k +7,648
40 PROMETHIUM ADVISORS,LLC 1.22% of their portfolio BETHESDA, MD 44,66544.7k $2.1m $2.1m 1.22% Added +4.5k +4,550
41 Beaumont Financial Advisors, LLC 0.13% of their portfolio NEEDHAM, MA 39,51039.5k $1.9m $1.9m 0.13% Added +166 +166
42 Clear Point Advisors Inc. 1.41% of their portfolio MELVILLE, NY 38,13338.1k $1.8m $1.8m 1.41% New
43 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 36,53636.5k $1.7m $1.7m 0.03% Reduced -10.3k -10,334
44 Global Retirement Partners, LLC 0.03% of their portfolio San Rafael, CA 32,11632.1k $1.5m $1.5m 0.03% Reduced -1.7k -1,720
45 LexAurum Advisors, LLC 0.20% of their portfolio OVERLAND PARK, KS 28,88828.9k $1.4m $1.4m 0.20% Added +4.5k +4,477
46 BEAM WEALTH ADVISORS, INC. 0.37% of their portfolio COVINGTON, LA 28,74328.7k $1.4m $1.4m 0.37% Reduced -1.2k -1,152
47 FAGAN ASSOCIATES, INC. 0.19% of their portfolio TROY, NY 28,25028.2k $1.3m $1.3m 0.19% New
48 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,17628.2k $1.3m $1.3m 0.00% Added +2.3k +2,293
49 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,80427.8k $1.3m $1.3m 0.00% New
50 BCGM Wealth Management, LLC 0.33% of their portfolio LAFAYETTE, IN 26,66826.7k $1.3m $1.3m 0.33% Added +471 +471
51 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 26,64526.6k $1.3m $1.3m 0.01% New
52 Frederick Financial Consultants, LLC 0.79% of their portfolio FREDERICK, MD 24,67124.7k $1.4m $1.4m 0.79% Added +906 +906
53 Lowe Wealth Advisors, LLC 0.42% of their portfolio COLUMBIA, MD 24,29124.3k $1.2m $1.2m 0.42% Added +575 +575
54 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 23,99924.0k $1.1m $1.1m 0.04% Added +972 +972
55 Southeast Asset Advisors, LLC 0.12% of their portfolio THOMASVILLE, GA 22,53422.5k $1.1m $1.1m 0.12% Added +3.1k +3,137
56 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,23122.2k $1.1m $1.1m 0.00% Added +5.6k +5,587
57 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,79421.8k $1.0m $1.0m 0.00% Reduced -194.9k -194,937
58 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.10% of their portfolio ALAMO, CA 20,27020.3k $965.1k $965.1k 0.10% Added +1.3k +1,310
59 USAdvisors Wealth Management, LLC 0.30% of their portfolio EDEN PRAIRIE, MN 18,35818.4k $874.0k $874.0k 0.30% Added +8.3k +8,279
60 AIFG Consultants Ltd. 1.49% of their portfolio HALFMOON, NY 17,77617.8k $846.3k $846.3k 1.49% Added +879 +879
61 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 17,46017.5k $831.0k $831.0k 0.03% Reduced -29.4k -29,387
62 Interchange Capital Partners, LLC 0.15% of their portfolio PITTSBURGH, PA 15,96016.0k $759.9k $759.9k 0.15% Reduced -155 -155
63 MidAtlantic Capital Management, Inc. 0.50% of their portfolio RICHMOND, VA 15,34715.3k $730.7k $730.7k 0.50% Unchanged
64 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 14,71614.7k $700.6k $700.6k 0.00% Reduced -153 -153
65 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.38% of their portfolio CLARKSDALE, MS 14,41414.4k $686.3k $686.3k 0.38% Added +2.8k +2,807
66 Lodestone Wealth Management LLC 0.29% of their portfolio SPOKANE, WA 13,57113.6k $646.1k $646.1k 0.29% Added +157 +157
67 Krilogy Financial LLC 0.02% of their portfolio ST. LOUIS, MO 11,23611.2k $532.7k $532.7k 0.02% New
68 INVENIO WEALTH PARTNERS LLC 0.17% of their portfolio CORAL GABLES, FL 9,97810.0k $475.1k $475.1k 0.17% Unchanged
69 Vawter Financial, Ltd. 0.21% of their portfolio COLUMBUS, OH 9,5989.6k $457.0k $457.0k 0.21% New
70 Tortoise Investment Management, LLC 0.04% of their portfolio WHITE PLAINS, NY 9,4859.5k $451.6k $451.6k 0.04% Unchanged
71 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 8,9098.9k $424.2k $424.2k 0.01% New
72 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,2008.2k $390.4k $390.4k 0.00% New
73 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 8,0588.1k $383.6k $383.6k 0.07% Unchanged
74 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 7,8457.8k $373.5k $373.5k 0.01% Added +2.1k +2,086
75 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 7,4627.5k $355.3k $355.3k 0.00% New
76 Legacy Wealth Managment, LLC/ID 0.14% of their portfolio BOISE, ID 6,3436.3k $302.0k $302.0k 0.14% Added +138 +138
77 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 5,7965.8k $275.9k $275.9k 0.02% Added +268 +268
78 Peck Wealth Management, LLC 0.25% of their portfolio WHITE PLAINS, NY 5,4505.5k $259.5k $259.5k 0.25% First filing
79 MOSAIC FINANCIAL GROUP, LLC 0.18% of their portfolio CHICAGO, IL 5,3135.3k $253.0k $253.0k 0.18% Unchanged
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,2015.2k $247.6k $247.6k 0.00% Added +54 +54
81 Barnes Wealth Management Group, Inc 0.14% of their portfolio Bakersfield, CA 5,1825.2k $246.7k $246.7k 0.14% Added +488 +488
82 Gradient Capital Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 4,9094.9k $233.7k $233.7k 0.06% Unchanged
83 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,2344.2k $201.6k $201.6k 0.00% Unchanged
84 HFM Investment Advisors, LLC 0.07% of their portfolio GLASSBORO, NJ 3,7443.7k $178.3k $178.3k 0.07% Reduced -297 -297
85 Salomon & Ludwin, LLC 0.02% of their portfolio RICHMOND, VA 3,6553.7k $173.6k $173.6k 0.02% New
86 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,4003.4k $161.9k $161.9k 0.00% Added +400 +400
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,8371.8k $87.5k $87.5k 0.00% Added +210 +210
88 Clearstead Trust, LLC 0.01% of their portfolio PORTLAND, ME 1,2881.3k $61.3k $61.3k 0.01% Unchanged
89 Comprehensive Financial Planning, Inc./PA 0.02% of their portfolio EAST PETERSBURG, PA 506506 $24.1k $24.1k 0.02% Added +6 +6
90 Colonial Trust Advisors 0.00% of their portfolio SPARTANBURG, SC 268268 $12.8k $12.8k 0.00% Unchanged
91 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 220220 $10.5k $10.5k 0.00% Unchanged
92 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 111111 $5.3k $5.3k 0.00% New
93 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $86 $86 0.00% Unchanged