Vault-13

J P MORGAN EXCHANGE TRADED F JPEM

DIV RTN EM EQT · ETP · CUSIP 46641Q308

117 institutional holders -5 vs Q4 2024
4,778,9854.8m shares reported held*
$251.8mreported value*
10 new 43 added 47 reduced 12 sold out net sold ≈ $6.2m (-148.9k 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 ($392.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.69. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 59Q4 22: 80Q1 23: 88Q2 23: 102Q3 23: 108Q4 23: 112Q1 24: 114Q2 24: 121Q3 24: 114Q4 24: 122Q1 25: 117117Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202259
Q4 202280
Q1 202388
Q2 2023102
Q3 2023108
Q4 2023112
Q1 2024114
Q2 2024121
Q3 2024114
Q4 2024122
Q1 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 53 bought or addedQ2 23: 38 cut or sold outQ3 23: 57 bought or addedQ3 23: 49 cut or sold outQ3 23Q4 23: 47 bought or addedQ4 23: 57 cut or sold outQ1 24: 58 bought or addedQ1 24: 53 cut or sold outQ1 24Q2 24: 54 bought or addedQ2 24: 60 cut or sold outQ3 24: 54 bought or addedQ3 24: 48 cut or sold outQ3 24Q4 24: 61 bought or addedQ4 24: 51 cut or sold outQ1 25: 53 bought or addedQ1 25: 59 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235338
Q3 20235749
Q4 20234757
Q1 20245853
Q2 20245460
Q3 20245448
Q4 20246151
Q1 20255359

Biggest buyers

OLD MISSION CAPITAL LLC Added +111,774+111.8k
Prime Capital Investment Advisors, LLC Added +86,390+86.4k
Amplius Wealth Advisors, LLC Added +21,738+21.7k
Sovran Advisors, LLC Added +16,589+16.6k
WELLS FARGO & COMPANY/MN Added +15,786+15.8k
AVANTAX ADVISORY SERVICES, INC. Added +14,519+14.5k
BANK OF AMERICA CORP /DE/ Added +13,109+13.1k
Sharkey, Howes & Javer Added +9,445+9.4k
American Money Management, LLC Added +6,708+6.7k
LPL Financial LLC Added +6,512+6.5k

Biggest sellers

Focus Partners Wealth Reduced -116,789-116.8k
Independent Advisor Alliance Sold out -62,363-62.4k
Virtu Financial LLC Sold out -43,145-43.1k
OSAIC HOLDINGS, INC. Reduced -34,398-34.4k
Occidental Asset Management, LLC Sold out -26,020-26.0k
JANE STREET GROUP, LLC Reduced -25,411-25.4k
Corient Private Wealth LP Reduced -20,321-20.3k
SEGALL BRYANT & HAMILL, LLC Reduced -19,345-19.3k
Avestar Capital, LLC Reduced -17,778-17.8k
Strategic Financial Concepts, LLC Reduced -14,964-15.0k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OLD MISSION CAPITAL LLC 0.35% of their portfolio CHICAGO, IL 345,021345.0k $18.2m $18.2m 0.35% Added +111.8k +111,774
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 299,036299.0k $15.8m $15.8m 0.01% Added +6.5k +6,512
3 Prime Capital Investment Advisors, LLC 0.15% of their portfolio OVERLAND PARK, KS 243,067243.1k $12.8m $12.8m 0.15% Added +86.4k +86,390
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 210,509210.5k $11.1m $11.1m 0.00% Added +686 +686
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 195,474195.5k $10.3m $10.3m 0.00% Added +13.1k +13,109
6 AVANTAX ADVISORY SERVICES, INC. 0.06% of their portfolio DALLAS, TX 193,921193.9k $10.2m $10.2m 0.06% Added +14.5k +14,519
7 American Money Management, LLC 1.89% of their portfolio Rancho Santa Fe, CA 188,972189.0k $10.0m $10.0m 1.89% Added +6.7k +6,708
8 SAM Advisors, LLC 3.67% of their portfolio OAKHURST, CA 185,751185.8k $9.8m $9.8m 3.67% Reduced -1.2k -1,196
9 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 151,773151.8k $8.0m $8.0m 0.02% Reduced -5.4k -5,402
10 KWB Wealth 0.94% of their portfolio REDLANDS, CA 150,560150.6k $7.8m $7.8m 0.94% Added +4.9k +4,856
11 Linscomb Wealth, Inc. 0.39% of their portfolio Houston, TX 149,415149.4k $7.9m $7.9m 0.39% Reduced -5.6k -5,613
12 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 142,965143.0k $7.5m $7.5m 0.01% Reduced -20.3k -20,321
13 SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio CHICAGO, IL 142,248142.2k $7.5m $7.5m 0.11% Reduced -19.3k -19,345
14 Amplius Wealth Advisors, LLC 0.69% of their portfolio BLUE BELL, PA 125,388125.4k $6.6m $6.6m 0.69% Added +21.7k +21,738
15 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 122,995123.0k $6.5m $6.5m 0.02% Reduced -116.8k -116,789
16 Avantax Planning Partners, Inc. 0.22% of their portfolio DUBUQUE, IA 117,279117.3k $6.2m $6.2m 0.22% Reduced -2.9k -2,919
17 First Horizon Advisors, Inc. 0.14% of their portfolio MEMPHIS, TN 97,32797.3k $5.1m $5.1m 0.14% Reduced -1.2k -1,167
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 92,53092.5k $4.9m $4.9m 0.00% Reduced -5.2k -5,230
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 90,77590.8k $4.8m $4.8m 0.00% Reduced -431 -431
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 87,24987.2k $4.6m $4.6m 0.01% Added +2.3k +2,273
21 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 84,11984.1k $4.4m $4.4m 0.00% Reduced -2.7k -2,677
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 75,57275.6k $4.0m $4.0m 0.00% Added +2.1k +2,077
23 Sovran Advisors, LLC 0.50% of their portfolio SAN DIEGO, CA 73,93873.9k $3.8m $3.8m 0.50% Added +16.6k +16,589
24 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 73,43973.4k $3.9m $3.9m 0.01% Reduced -34.4k -34,398
25 RHS Financial, LLC 2.05% of their portfolio SAN FRANCISCO, CA 69,29669.3k $3.7m $3.7m 2.05% Reduced -12.9k -12,851
26 Berger Financial Group, Inc 0.23% of their portfolio PLYMOUTH, MN 63,61663.6k $3.4m $3.4m 0.23% Added +3.8k +3,764
27 Schiavi & Co LLC 1.08% of their portfolio WILMINGTON, DE 55,96856.0k $3.0m $3.0m 1.08% Added +120 +120
28 Avestar Capital, LLC 0.26% of their portfolio New York, NY 52,43252.4k $2.8m $2.8m 0.26% Reduced -17.8k -17,778
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 44,41844.4k $2.3m $2.3m 0.00% Added +15.8k +15,786
30 Jacobi Capital Management LLC 0.14% of their portfolio PITTSTON, PA 37,07437.1k $2.0m $2.0m 0.14% Added +4.6k +4,601
31 TIEMANN INVESTMENT ADVISORS, LLC 0.84% of their portfolio MENLO PARK, CA 34,91734.9k $1.8m $1.8m 0.84% Added +449 +449
32 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 33,36533.4k $1.8m $1.8m 0.03% Added +2.6k +2,566
33 Wolf Group Capital Advisors 0.58% of their portfolio FAIRFAX, VA 32,87332.9k $1.7m $1.7m 0.58% Reduced -9.2k -9,177
34 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 31,83731.8k $1.7m $1.7m 0.00% Reduced -25.4k -25,411
35 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 29,69429.7k $1.6m $1.6m 0.02% Added +1.8k +1,806
36 Sharkey, Howes & Javer 0.20% of their portfolio DENVER, CO 26,97027.0k $1.4m $1.4m 0.20% Added +9.4k +9,445
37 Cedar Point Capital Partners, LLC 0.93% of their portfolio Cedar Rapids, IA 26,20126.2k $1.4m $1.4m 0.93% Added +667 +667
38 Strategic Financial Concepts, LLC 0.25% of their portfolio SAN ANTONIO, TX 25,39325.4k $1.3m $1.3m 0.25% Reduced -15.0k -14,964
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 25,37725.4k $1.3m $1.3m 0.00% Added +1.5k +1,465
40 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 25,02625.0k $1.3m $1.3m 0.00% Reduced -227 -227
41 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,94524.9k $1.3m $1.3m 0.01% Reduced -5.1k -5,066
42 Focus Financial Network, Inc. 0.05% of their portfolio MINNEAPOLIS, MN 24,21324.2k $1.3m $1.3m 0.05% Reduced -3.1k -3,088
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,59523.6k $1.2m $1.2m 0.00% Reduced -521 -521
44 BKM Wealth Management, LLC 0.47% of their portfolio BROOKFIELD, WI 21,46221.5k $1.1m $1.1m 0.47% Added +1.0k +1,047
45 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.48% of their portfolio NEW YORK, NY 20,20520.2k $1.1m $1.1m 0.48% Reduced -6.7k -6,749
46 Edge Financial Advisors LLC 0.67% of their portfolio WHEATON, IL 20,08720.1k $1.1m $1.1m 0.67% Reduced -1.5k -1,454
47 SHEPHERD KAPLAN KROCHUK, LLC 0.80% of their portfolio Boston, MA 17,68817.7k $932.5k $932.5k 0.80% Reduced -521 -521
48 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 17,45217.5k $920.1k $920.1k 0.01% Reduced -1.8k -1,783
49 Allworth Financial LP 0.01% of their portfolio FOLSOM, CA 17,28417.3k $924.1k $924.1k 0.01% Reduced -549 -549
50 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,21917.2k $907.8k $907.8k 0.00% Reduced -3.0k -3,005
51 Visionary Wealth Advisors 0.05% of their portfolio O'FALLON, IL 16,96517.0k $894.4k $894.4k 0.05% Reduced -154 -154
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,84916.8k $888.3k $888.3k 0.00% Added +5.0k +5,003
53 49 WEALTH MANAGEMENT, LLC 0.10% of their portfolio AUSTIN, TX 15,66415.7k $825.8k $825.8k 0.10% Reduced -5.1k -5,098
54 Accel Wealth Management 0.29% of their portfolio WAVERLY, IA 15,44715.4k $814.4k $814.4k 0.29% Added +2.8k +2,751
55 PRECEDENT WEALTH PARTNERS, LLC 0.23% of their portfolio HOUSTON, TX 15,42315.4k $813.1k $813.1k 0.23% Reduced -1.1k -1,074
56 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 15,35015.3k $809.3k $809.3k 0.03% Reduced -2.0k -1,985
57 Bond & Devick Financial Network, Inc. 0.27% of their portfolio ST. LOUIS PARK, MN 14,18614.2k $747.9k $747.9k 0.27% Added +922 +922
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,25913.3k $699.0k $699.0k 0.00% Reduced -1.6k -1,643
59 SIGNET FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio PARSIPPANY, NJ 12,59012.6k $663.8k $663.8k 0.09% Added +334 +334
60 Richard P Slaughter Associates Inc 0.15% of their portfolio AUSTIN, TX 11,96912.0k $631.0k $631.0k 0.15% Unchanged
61 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 10,16510.2k $535.9k $535.9k 0.02% Added +363 +363
62 POTENTIA WEALTH 0.24% of their portfolio SAN JOSE, CA 9,8159.8k $517.5k $517.5k 0.24% Added +4.7k +4,659
63 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 9,8079.8k $517.0k $517.0k 0.02% Added +14 +14
64 5T Wealth, LLC 0.26% of their portfolio Napa, CA 8,5288.5k $449.6k $449.6k 0.26% Reduced -2.1k -2,106
65 KELLY FINANCIAL GROUP LLC 0.14% of their portfolio Wethersfield, CT 8,4538.5k $445.6k $445.6k 0.14% Added +480 +480
66 MONECO ADVISORS, LLC 0.05% of their portfolio FAIRFIELD, CT 8,3128.3k $438.2k $438.2k 0.05% Added +435 +435
67 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,0618.1k $425.0k $425.0k 0.00% Added +221 +221
68 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.32% of their portfolio CLARKSDALE, MS 7,8177.8k $412.1k $412.1k 0.32% Added +26 +26
69 EdgeRock Capital LLC 0.29% of their portfolio DENVER, CO 7,6127.6k $401.3k $401.3k 0.29% Added +54 +54
70 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6057.6k $400.9k $400.9k 0.00% Reduced -177 -177
71 Blue Oak Capital, LLC 0.22% of their portfolio MENLO PARK, CA 7,4357.4k $392.0k $392.0k 0.22% Added +1.2k +1,168
72 L & S Advisors Inc 0.05% of their portfolio Los Angeles, CA 7,1757.2k $378.3k $378.3k 0.05% Added +663 +663
73 Lodestone Wealth Management LLC 0.16% of their portfolio SPOKANE, WA 5,6885.7k $299.9k $299.9k 0.16% Reduced -291 -291
74 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 5,2435.2k $276.4k $276.4k 0.00% Added +184 +184
75 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 5,1255.1k $270.2k $270.2k 0.00% Reduced -7.6k -7,605
76 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 4,7894.8k $252.5k $252.5k 0.01% Reduced -2.1k -2,121
77 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,6834.7k $247.0k $247.0k 0.00% Reduced -338 -338
78 Walkner Condon Financial Advisors LLC 0.05% of their portfolio MADISON, WI 4,6574.7k $245.5k $245.5k 0.05% Unchanged
79 MN Wealth Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 4,5594.6k $240.4k $240.4k 0.14% Reduced -782 -782
80 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 4,5034.5k $237.4k $237.4k 0.00% New
81 Virtue Capital Management, LLC 0.03% of their portfolio BRENTWOOD, TN 4,5034.5k $237.2k $237.2k 0.03% New
82 Slow Capital, Inc. 0.03% of their portfolio GREENBRAE, CA 4,2764.3k $225.4k $225.4k 0.03% Reduced -8.1k -8,140
83 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 4,2754.3k $225.4k $225.4k 0.00% Reduced -2.0k -2,043
84 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 4,1214.1k $217.3k $217.3k 0.00% Unchanged
85 Cadence Bank 0.02% of their portfolio Tupelo, MS 4,0934.1k $215.8k $215.8k 0.02% Reduced -670 -670
86 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,3452.3k $123.6k $123.6k 0.00% Unchanged
87 SYM FINANCIAL Corp 0.02% of their portfolio WINONA LAKE, IN 2,3442.3k $123.6k $123.6k 0.02% Unchanged
88 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 2,0142.0k $106.2k $106.2k 0.01% Added +113 +113
89 Continuum Advisory, LLC 0.01% of their portfolio EAGLE, ID 1,7171.7k $90.5k $90.5k 0.01% Added +98 +98
90 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6231.6k $85.6k $85.6k 0.01% Added +836 +836
91 Key Financial Inc 0.02% of their portfolio WEST CHESTER, PA 1,5391.5k $81.1k $81.1k 0.02% Unchanged
92 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 953953 $50.2k $50.2k 0.00% Unchanged
93 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 906906 $47.8k $47.8k 0.00% Reduced -306 -306
94 Arlington Trust Co LLC 0.01% of their portfolio BIRMINGHAM, AL 900900 $47.4k $47.4k 0.01% New
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 793793 $42.0k $42.0k 0.00% Reduced -238 -238
96 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 685685 $36.1k $36.1k 0.00% Reduced -496 -496
97 First Pacific Financial 0.01% of their portfolio VANCOUVER, WA 685685 $36.1k $36.1k 0.01% Reduced -20 -20
98 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 350350 $18.5k $18.5k 0.00% Unchanged
99 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 300300 $14.5k $14.5k 0.00% Unchanged
100 Wilmington Savings Fund Society, FSB 0.00% of their portfolio WILMINGTON, DE 293293 $15.4k $15.4k 0.00% New