Vault-13

J P MORGAN EXCHANGE TRADED F JSCP

SHORT DURA CORE · ETP · CUSIP 46641Q274

107 institutional holders +14 vs Q3 2025
13,635,91513.6m shares reported held*
$648.6mreported value*
18 new 53 added 24 reduced 7 sold out net sold ≈ $34.9m (-732.9k 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 ≈ $47.57.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 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: 93Q4 25: 107107Q3 22Q2 23Q1 24Q4 24Q4 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
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: 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 25Q3 25: 63 bought or addedQ3 25: 28 cut or sold outQ4 25: 71 bought or addedQ4 25: 31 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243518
Q2 20243716
Q3 20244721
Q4 20244725
Q1 20254427
Q2 20255631
Q3 20256328
Q4 20257131

Biggest buyers

Focus Partners Wealth New +247,249+247.2k
Allworth Financial LP New +233,227+233.2k
Thrivent Financial for Lutherans New +169,638+169.6k
CITADEL ADVISORS LLC Added +166,376+166.4k
RAYMOND JAMES FINANCIAL INC Added +159,088+159.1k
Roberts Wealth Advisors, LLC Added +125,393+125.4k
UBS Group AG Added +65,800+65.8k
TD Capital Management LLC Added +63,310+63.3k
CWM, LLC Added +53,273+53.3k
Bridgewealth Advisory Group, LLC Added +50,050+50.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,683,612-1.7m
Integrated Wealth Concepts LLC Sold out -272,513-272.5k
GOLDMAN SACHS GROUP INC Sold out -219,638-219.6k
NorthCoast Asset Management LLC Sold out -209,171-209.2k
OSAIC HOLDINGS, INC. Reduced -140,500-140.5k
HB Wealth Management, LLC Reduced -63,784-63.8k
Visionary Wealth Advisors Reduced -35,328-35.3k
Frederick Financial Consultants, LLC Sold out -24,671-24.7k
JANE STREET GROUP, LLC Sold out -21,794-21.8k
Sanctuary Advisors, LLC Reduced -20,839-20.8k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 EP Wealth Advisors, LLC 0.53% of their portfolio TORRANCE, CA 2,138,1602.1m $101.7m $101.7m 0.53% First filing
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,794,4601.8m $85.3m $85.3m 0.01% Reduced -1.7m -1,683,612
3 CWM, LLC 0.12% of their portfolio OMAHA, NE 897,404897.4k $42.7m $42.7m 0.12% Added +53.3k +53,273
4 HB Wealth Management, LLC 0.26% of their portfolio Atlanta, GA 835,354835.4k $39.7m $39.7m 0.26% Reduced -63.8k -63,784
5 Roberts Wealth Advisors, LLC 6.17% of their portfolio PALO ALTO, CA 497,126497.1k $23.6m $23.6m 6.17% Added +125.4k +125,393
6 Apella Capital, LLC 0.43% of their portfolio WEST HARTFORD, CT 462,858462.9k $22.0m $22.0m 0.43% Added +13.0k +13,019
7 Hennion & Walsh Asset Management, Inc. 0.67% of their portfolio Parsippany, NJ 408,925408.9k $19.4m $19.4m 0.67% Added +16.4k +16,414
8 5th Street Advisors, LLC 8.17% of their portfolio Southport, CT 367,820367.8k $17.5m $17.5m 8.17% Reduced -1.9k -1,924
9 Bridgewealth Advisory Group, LLC 3.72% of their portfolio Fresno, CA 354,395354.4k $16.9m $16.9m 3.72% Added +50.0k +50,050
10 Roof Eidam Maycock Peralta, LLC 3.65% of their portfolio San Francisco, CA 338,653338.7k $16.1m $16.1m 3.65% Added +13.6k +13,566
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 336,056336.1k $16.0m $16.0m 0.02% Reduced -140.5k -140,500
12 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 317,388317.4k $15.1m $15.1m 0.02% Added +48.0k +48,038
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 281,859281.9k $13.4m $13.4m 0.02% Added +9.9k +9,869
14 TD Capital Management LLC 1.18% of their portfolio MEMPHIS, TN 280,323280.3k $13.3m $13.3m 1.18% Added +63.3k +63,310
15 SkyOak Wealth, LLC 2.32% of their portfolio SOUTHFIELD, MI 271,185271.2k $12.9m $12.9m 2.32% Added +28.0k +28,032
16 SIGNET FINANCIAL MANAGEMENT, LLC 1.40% of their portfolio PARSIPPANY, NJ 263,837263.8k $12.5m $12.5m 1.40% Added +19.4k +19,414
17 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 247,249247.2k $11.8m $11.8m 0.01% New
18 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 233,227233.2k $11.1m $11.1m 0.05% New
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 204,433204.4k $9.7m $9.7m 0.00% Added +159.1k +159,088
20 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 194,180194.2k $9.2m $9.2m 0.01% Added +166.4k +166,376
21 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 169,638169.6k $8.1m $8.1m 0.01% New
22 Main Street Financial Solutions, LLC 0.51% of their portfolio NEWTOWN, PA 144,378144.4k $6.9m $6.9m 0.51% Added +22.9k +22,917
23 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 142,884142.9k $6.8m $6.8m 0.06% Added +1.2k +1,169
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 129,849129.8k $6.2m $6.2m 0.00% Added +65.8k +65,800
25 Visionary Wealth Advisors 0.27% of their portfolio O'FALLON, IL 123,740123.7k $5.9m $5.9m 0.27% Reduced -35.3k -35,328
26 Perigon Wealth Management, LLC 0.10% of their portfolio SAN FRANCISCO, CA 120,232120.2k $5.7m $5.7m 0.10% Added +6.1k +6,112
27 NOESIS CAPITAL MANGEMENT CORP 0.69% of their portfolio BOCA RATON, FL 99,64599.6k $4.7m $4.7m 0.69% Added +36.6k +36,610
28 Milestone Investment Advisors LLC 1.10% of their portfolio MIDDLETON, WI 95,71695.7k $4.6m $4.6m 1.10% Added +271 +271
29 BELLEVUE ASSET MANAGEMENT, LLC 1.43% of their portfolio BELLEVUE, WA 93,16093.2k $4.4m $4.4m 1.43% Reduced -267 -267
30 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 92,08092.1k $4.4m $4.4m 0.01% Added +44.0k +43,977
31 Legacy Edge Advisors, LLC 0.46% of their portfolio SYOSSET, NY 89,02589.0k $4.2m $4.2m 0.46% Added +15.2k +15,165
32 MAI Capital Management 0.02% of their portfolio INDEPENDENCE, OH 87,84087.8k $4.2m $4.2m 0.02% Added +24.5k +24,532
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 75,97176.0k $3.6m $3.6m 0.01% Added +9.1k +9,123
34 21 West Wealth Management LLC 2.97% of their portfolio TUSTIN, CA 68,32668.3k $3.2m $3.2m 2.97% Added +3.7k +3,745
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 66,92866.9k $3.2m $3.2m 0.00% Added +20.6k +20,618
36 Curry Webb Wealth Management LLC 1.56% of their portfolio INDIANAPOLIS, IN 66,24766.2k $3.2m $3.2m 1.56% First filing
37 Tradition Wealth Management, LLC 0.20% of their portfolio EDINA, MN 59,52159.5k $2.8m $2.8m 0.20% Reduced -403 -403
38 CARY STREET PARTNERS FINANCIAL LLC 0.06% of their portfolio RICHMOND, VA 54,53854.5k $2.6m $2.6m 0.06% Added +45.6k +45,629
39 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 54,21754.2k $2.6m $2.6m 0.02% Added +27.6k +27,572
40 PROMETHIUM ADVISORS,LLC 1.30% of their portfolio BETHESDA, MD 50,41550.4k $2.4m $2.4m 1.30% Added +5.8k +5,750
41 Heritage Wealth Management, Inc. 0.65% of their portfolio CINCINNATI, OH 49,20749.2k $2.3m $2.3m 0.65% Added +3.7k +3,722
42 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 47,47947.5k $2.3m $2.3m 0.02% Reduced -486 -486
43 Clear Point Advisors Inc. 1.72% of their portfolio MELVILLE, NY 46,48546.5k $2.2m $2.2m 1.72% Added +8.4k +8,352
44 Clear Creek Financial Management, LLC 0.18% of their portfolio SILVERDALE, WA 46,39646.4k $2.2m $2.2m 0.18% New
45 Beaumont Financial Advisors, LLC 0.12% of their portfolio NEEDHAM, MA 39,67339.7k $1.9m $1.9m 0.12% Added +163 +163
46 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 36,20436.2k $1.7m $1.7m 0.02% Reduced -332 -332
47 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 33,98534.0k $1.6m $1.6m 0.02% Added +33.9k +33,874
48 BBR PARTNERS, LLC 0.09% of their portfolio NEW YORK, NY 33,53033.5k $1.6m $1.6m 0.09% New
49 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 33,14033.1k $1.6m $1.6m 0.01% Reduced -20.1k -20,073
50 FAGAN ASSOCIATES, INC. 0.19% of their portfolio TROY, NY 30,74530.7k $1.5m $1.5m 0.19% Added +2.5k +2,495
51 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 29,80129.8k $1.4m $1.4m 0.00% Added +1.6k +1,625
52 BEAM WEALTH ADVISORS, INC. 0.38% of their portfolio COVINGTON, LA 29,05629.1k $1.4m $1.4m 0.38% Added +313 +313
53 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 27,82827.8k $1.3m $1.3m 0.01% Reduced -20.8k -20,839
54 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,03127.0k $1.3m $1.3m 0.00% Added +12.3k +12,315
55 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 26,22726.2k $1.2m $1.2m 0.02% Reduced -5.9k -5,889
56 USAdvisors Wealth Management, LLC 0.39% of their portfolio EDEN PRAIRIE, MN 24,66124.7k $1.2m $1.2m 0.39% Added +6.3k +6,303
57 New Insight Wealth Advisors 0.40% of their portfolio SAN RAMON, CA 23,33323.3k $1.1m $1.1m 0.40% New
58 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.10% of their portfolio ALAMO, CA 21,79421.8k $1.0m $1.0m 0.10% Added +1.5k +1,524
59 Capstone Wealth Management, Inc. 0.87% of their portfolio BILLINGS, MT 20,96521.0k $996.9k $996.9k 0.87% First filing
60 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 20,65420.7k $982.2k $982.2k 0.00% Reduced -1.6k -1,577
61 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 20,55520.6k $977.5k $977.5k 0.04% Reduced -3.4k -3,444
62 AIFG Consultants Ltd. 1.64% of their portfolio HALFMOON, NY 20,09620.1k $955.7k $955.7k 1.64% Added +2.3k +2,320
63 Southeast Asset Advisors, LLC 0.09% of their portfolio THOMASVILLE, GA 19,78019.8k $940.7k $940.7k 0.09% Reduced -2.8k -2,754
64 TBH Global Asset Management, LLC 0.17% of their portfolio Brentwood, TN 19,19019.2k $1.0m $1.0m 0.17% New
65 HARBOUR INVESTMENT MANAGEMENT LLC 0.48% of their portfolio EDMONDS, WA 18,78518.8k $896.7k $896.7k 0.48% New
66 MidAtlantic Capital Management, Inc. 0.50% of their portfolio RICHMOND, VA 16,52516.5k $785.9k $785.9k 0.50% Added +1.2k +1,178
67 Interchange Capital Partners, LLC 0.14% of their portfolio PITTSBURGH, PA 16,33116.3k $776.7k $776.7k 0.14% Added +371 +371
68 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.38% of their portfolio CLARKSDALE, MS 16,01016.0k $761.4k $761.4k 0.38% Added +1.6k +1,596
69 NATIXIS ADVISORS, LLC 0.00% of their portfolio Boston, MA 14,83314.8k $705.0k $705.0k 0.00% New
70 Lodestone Wealth Management LLC 0.27% of their portfolio SPOKANE, WA 13,70413.7k $651.7k $651.7k 0.27% Added +133 +133
71 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 12,01012.0k $571.2k $571.2k 0.00% Added +4.5k +4,548
72 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 12,00312.0k $571.0k $571.0k 0.00% New
73 Krilogy Financial LLC 0.02% of their portfolio ST. LOUIS, MO 11,22711.2k $534.6k $534.6k 0.02% Reduced -9 -9
74 BCGM Wealth Management, LLC 0.13% of their portfolio LAFAYETTE, IN 10,78210.8k $512.8k $512.8k 0.13% Reduced -15.9k -15,886
75 Professional Financial Advisors, LLC 0.10% of their portfolio NORTH PLATTE, NE 10,21710.2k $485.9k $485.9k 0.10% New
76 INVENIO WEALTH PARTNERS LLC 0.18% of their portfolio CORAL GABLES, FL 9,97810.0k $474.5k $474.5k 0.18% Unchanged
77 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 9,97210.0k $474.0k $474.0k 0.02% Reduced -7.5k -7,488
78 Vawter Financial, Ltd. 0.19% of their portfolio COLUMBUS, OH 9,4309.4k $448.5k $448.5k 0.19% Reduced -168 -168
79 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 8,6168.6k $409.7k $409.7k 0.00% New
80 Summit Wealth Partners, LLC 0.07% of their portfolio Orlando, FL 8,0588.1k $383.2k $383.2k 0.07% Unchanged
81 Leo Wealth, LLC 0.03% of their portfolio HURST, TX 7,4697.5k $355.2k $355.2k 0.03% New
82 Legacy Wealth Managment, LLC/ID 0.17% of their portfolio BOISE, ID 7,3497.3k $349.5k $349.5k 0.17% Added +1.0k +1,006
83 BLUEDOOR PRIVATE WEALTH, LLC 0.13% of their portfolio BEVERLY, MA 6,0026.0k $285.4k $285.4k 0.13% First filing
84 CGN Advisors LLC 0.02% of their portfolio MANHATTAN, KS 5,9195.9k $281.5k $281.5k 0.02% Added +123 +123
85 Whitegate Investment Counselors, Inc. 0.08% of their portfolio CONCORD, NH 5,6965.7k $270.9k $270.9k 0.08% New
86 Tortoise Investment Management, LLC 0.02% of their portfolio WHITE PLAINS, NY 5,6955.7k $270.8k $270.8k 0.02% Reduced -3.8k -3,790
87 Barnes Wealth Management Group, Inc 0.14% of their portfolio Bakersfield, CA 5,4145.4k $257.5k $257.5k 0.14% Added +232 +232
88 MOSAIC FINANCIAL GROUP, LLC 0.17% of their portfolio CHICAGO, IL 5,3135.3k $253.0k $253.0k 0.17% Unchanged
89 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5,3105.3k $252.5k $252.5k 0.00% Added +109 +109
90 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,0945.1k $242.2k $242.2k 0.00% Reduced -3.1k -3,106
91 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 5,0205.0k $238.7k $238.7k 0.00% Reduced -2.8k -2,825
92 Gradient Capital Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 4,9094.9k $233.5k $233.5k 0.06% Unchanged
93 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,3344.3k $206.1k $206.1k 0.00% Added +100 +100
94 Flagship Capital Management Inc. 0.15% of their portfolio MEDIA, PA 4,3254.3k $205.7k $205.7k 0.15% First filing
95 Peck Wealth Management, LLC 0.19% of their portfolio WHITE PLAINS, NY 4,1674.2k $198.1k $198.1k 0.19% Reduced -1.3k -1,283
96 Salomon & Ludwin, LLC 0.02% of their portfolio RICHMOND, VA 3,6553.7k $174.0k $174.0k 0.02% Unchanged
97 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 3,4003.4k $161.7k $161.7k 0.00% Unchanged
98 HFM Investment Advisors, LLC 0.06% of their portfolio GLASSBORO, NJ 3,2323.2k $153.7k $153.7k 0.06% Reduced -512 -512
99 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,9012.9k $138.0k $138.0k 0.00% Added +2.9k +2,900
100 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,9522.0k $92.8k $92.8k 0.00% Added +115 +115