Vault-13

J P MORGAN EXCHANGE TRADED F JPEM

DIV RTN EM EQT · ETP · CUSIP 46641Q308

117 institutional holders +0 vs Q1 2025
4,873,8244.9m shares reported held*
$274.4mreported value*
11 new 46 added 43 reduced 14 sold out net bought ≈ $5.3m (+93.1k 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 ≈ $56.30. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 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: 117Q2 25: 117117Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025117

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 57 bought or addedQ3 23: 49 cut or sold outQ4 23: 47 bought or addedQ4 23: 57 cut or sold outQ4 23Q1 24: 58 bought or addedQ1 24: 53 cut or sold outQ2 24: 54 bought or addedQ2 24: 60 cut or sold outQ2 24Q3 24: 54 bought or addedQ3 24: 48 cut or sold outQ4 24: 61 bought or addedQ4 24: 51 cut or sold outQ4 24Q1 25: 53 bought or addedQ1 25: 59 cut or sold outQ2 25: 57 bought or addedQ2 25: 57 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235749
Q4 20234757
Q1 20245853
Q2 20245460
Q3 20245448
Q4 20246151
Q1 20255359
Q2 20255757

Biggest buyers

MARSHALL WACE, LLP Added +83,237+83.2k
CW Advisors, LLC New +77,281+77.3k
MORGAN STANLEY Added +35,235+35.2k
Merit Financial Group, LLC New +33,121+33.1k
ROYAL BANK OF CANADA Added +25,047+25.0k
Focus Partners Wealth Added +20,762+20.8k
LPL Financial LLC Added +17,694+17.7k
AVANTAX ADVISORY SERVICES, INC. Added +17,271+17.3k
BANK OF AMERICA CORP /DE/ Added +16,541+16.5k
JPMORGAN CHASE & CO Added +15,043+15.0k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -70,833-70.8k
Prime Capital Investment Advisors, LLC Reduced -69,132-69.1k
Strategic Financial Concepts, LLC Reduced -21,100-21.1k
JANE STREET GROUP, LLC Reduced -18,168-18.2k
Visionary Wealth Advisors Sold out -16,965-17.0k
OSAIC HOLDINGS, INC. Reduced -14,562-14.6k
RHS Financial, LLC Reduced -14,299-14.3k
TOWNSQUARE CAPITAL LLC Reduced -12,423-12.4k
Sovran Advisors, LLC Reduced -12,374-12.4k
49 WEALTH MANAGEMENT, LLC Reduced -9,801-9.8k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 316,730316.7k $17.9m $17.9m 0.01% Added +17.7k +17,694
2 OLD MISSION CAPITAL LLC 0.41% of their portfolio CHICAGO, IL 274,188274.2k $15.5m $15.5m 0.41% Reduced -70.8k -70,833
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 245,744245.7k $13.9m $13.9m 0.00% Added +35.2k +35,235
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 212,015212.0k $12.0m $12.0m 0.00% Added +16.5k +16,541
5 AVANTAX ADVISORY SERVICES, INC. 0.07% of their portfolio DALLAS, TX 211,192211.2k $11.9m $11.9m 0.07% Added +17.3k +17,271
6 SAM Advisors, LLC 3.73% of their portfolio OAKHURST, CA 191,113191.1k $10.8m $10.8m 3.73% Added +5.4k +5,362
7 American Money Management, LLC 1.85% of their portfolio Rancho Santa Fe, CA 185,973186.0k $10.5m $10.5m 1.85% Reduced -3.0k -2,999
8 Prime Capital Investment Advisors, LLC 0.13% of their portfolio OVERLAND PARK, KS 173,935173.9k $9.8m $9.8m 0.13% Reduced -69.1k -69,132
9 KWB Wealth 0.98% of their portfolio REDLANDS, CA 152,838152.8k $8.1m $8.1m 0.98% Added +2.3k +2,278
10 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 147,969148.0k $8.3m $8.3m 0.01% Reduced -3.8k -3,804
11 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 145,717145.7k $8.2m $8.2m 0.01% Added +2.8k +2,752
12 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 143,757143.8k $8.1m $8.1m 0.02% Added +20.8k +20,762
13 Linscomb Wealth, Inc. 0.37% of their portfolio Houston, TX 142,867142.9k $8.1m $8.1m 0.37% Reduced -6.5k -6,548
14 SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio CHICAGO, IL 139,560139.6k $7.9m $7.9m 0.11% Reduced -2.7k -2,688
15 Amplius Wealth Advisors, LLC 0.65% of their portfolio BLUE BELL, PA 123,726123.7k $7.0m $7.0m 0.65% Reduced -1.7k -1,662
16 Avantax Planning Partners, Inc. 0.22% of their portfolio DUBUQUE, IA 121,290121.3k $6.8m $6.8m 0.22% Added +4.0k +4,011
17 First Horizon Advisors, Inc. 0.15% of their portfolio MEMPHIS, TN 103,228103.2k $5.8m $5.8m 0.15% Added +5.9k +5,901
18 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 96,36296.4k $5.4m $5.4m 0.00% Added +3.8k +3,832
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 92,26092.3k $5.2m $5.2m 0.01% Added +5.0k +5,011
20 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 91,51191.5k $5.2m $5.2m 0.00% Added +736 +736
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 90,61590.6k $5.1m $5.1m 0.00% Added +15.0k +15,043
22 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 87,74087.7k $4.9m $4.9m 0.01% Added +83.2k +83,237
23 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 83,56983.6k $4.7m $4.7m 0.00% Reduced -550 -550
24 CW Advisors, LLC 0.04% of their portfolio BOSTON, MA 77,28177.3k $4.4m $4.4m 0.04% New
25 Avestar Capital, LLC 0.28% of their portfolio New York, NY 66,98067.0k $3.8m $3.8m 0.28% Added +14.5k +14,548
26 Berger Financial Group, Inc 0.24% of their portfolio PLYMOUTH, MN 64,86064.9k $3.7m $3.7m 0.24% Added +1.2k +1,244
27 Sovran Advisors, LLC 0.37% of their portfolio SAN DIEGO, CA 61,56461.6k $3.5m $3.5m 0.37% Reduced -12.4k -12,374
28 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 58,87758.9k $3.3m $3.3m 0.01% Reduced -14.6k -14,562
29 Schiavi & Co LLC 1.13% of their portfolio WILMINGTON, DE 58,85958.9k $3.3m $3.3m 1.13% Added +2.9k +2,891
30 RHS Financial, LLC 1.76% of their portfolio SAN FRANCISCO, CA 54,99755.0k $3.1m $3.1m 1.76% Reduced -14.3k -14,299
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 50,42450.4k $2.8m $2.8m 0.00% Added +25.0k +25,047
32 Jacobi Capital Management LLC 0.17% of their portfolio PITTSTON, PA 44,45144.5k $2.5m $2.5m 0.17% Added +7.4k +7,377
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,77443.8k $2.5m $2.5m 0.00% Reduced -644 -644
34 Sharkey, Howes & Javer 0.31% of their portfolio DENVER, CO 40,71240.7k $2.3m $2.3m 0.31% Added +13.7k +13,742
35 TIEMANN INVESTMENT ADVISORS, LLC 0.83% of their portfolio MENLO PARK, CA 35,94235.9k $2.0m $2.0m 0.83% Added +1.0k +1,025
36 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 35,79035.8k $2.0m $2.0m 0.03% Added +2.4k +2,425
37 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 33,12133.1k $1.9m $1.9m 0.02% New
38 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 31,31731.3k $1.8m $1.8m 0.02% Added +1.6k +1,623
39 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 30,06430.1k $1.7m $1.7m 0.00% Added +5.0k +5,038
40 Cedar Point Capital Partners, LLC 1.12% of their portfolio Cedar Rapids, IA 28,13328.1k $1.6m $1.6m 1.12% Added +1.9k +1,932
41 Focus Financial Network, Inc. 0.06% of their portfolio MINNEAPOLIS, MN 24,90624.9k $1.4m $1.4m 0.06% Added +693 +693
42 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 24,71724.7k $1.4m $1.4m 0.01% Reduced -228 -228
43 Tactive Advisors, LLC 0.44% of their portfolio Jacksonville, FL 24,10024.1k $1.4m $1.4m 0.44% First filing
44 BKM Wealth Management, LLC 0.42% of their portfolio BROOKFIELD, WI 18,84318.8k $1.1m $1.1m 0.42% Reduced -2.6k -2,619
45 Edge Financial Advisors LLC 0.55% of their portfolio WHEATON, IL 18,35118.4k $1.0m $1.0m 0.55% Reduced -1.7k -1,736
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,82317.8k $1.0m $1.0m 0.00% Reduced -5.8k -5,772
47 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 17,48717.5k $986.5k $986.5k 0.00% Added +203 +203
48 Accel Wealth Management 0.30% of their portfolio WAVERLY, IA 15,98916.0k $902.0k $902.0k 0.30% Added +542 +542
49 SHEPHERD KAPLAN KROCHUK, LLC 0.77% of their portfolio Boston, MA 15,69215.7k $885.2k $885.2k 0.77% Reduced -2.0k -1,996
50 SIGNET FINANCIAL MANAGEMENT, LLC 0.11% of their portfolio PARSIPPANY, NJ 15,48915.5k $873.8k $873.8k 0.11% Added +2.9k +2,899
51 PRECEDENT WEALTH PARTNERS, LLC 0.21% of their portfolio HOUSTON, TX 15,26215.3k $861.0k $861.0k 0.21% Reduced -161 -161
52 Argent Trust Co 0.03% of their portfolio NASHVILLE, TN 14,89614.9k $840.3k $840.3k 0.03% Reduced -454 -454
53 Bond & Devick Financial Network, Inc. 0.27% of their portfolio ST. LOUIS PARK, MN 14,18614.2k $800.3k $800.3k 0.27% Unchanged
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 13,98014.0k $799.5k $799.5k 0.00% Added +721 +721
55 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,66913.7k $771.1k $771.1k 0.00% Reduced -18.2k -18,168
56 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.27% of their portfolio NEW YORK, NY 11,46911.5k $647.0k $647.0k 0.27% Reduced -8.7k -8,736
57 KELLY FINANCIAL GROUP LLC 0.18% of their portfolio Wethersfield, CT 11,28611.3k $636.7k $636.7k 0.18% Added +2.8k +2,833
58 POTENTIA WEALTH 0.33% of their portfolio SAN JOSE, CA 10,17310.2k $573.9k $573.9k 0.33% Added +358 +358
59 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 9,6699.7k $545.4k $545.4k 0.02% Reduced -138 -138
60 5T Wealth, LLC 0.25% of their portfolio Napa, CA 8,5368.5k $481.5k $481.5k 0.25% Added +8 +8
61 L & S Advisors Inc 0.05% of their portfolio Los Angeles, CA 8,4098.4k $474.4k $474.4k 0.05% Added +1.2k +1,234
62 UBS Group AG 0.00% of their portfolio ZURICH, V8 8,3848.4k $473.0k $473.0k 0.00% Reduced -8.5k -8,465
63 MONECO ADVISORS, LLC 0.04% of their portfolio FAIRFIELD, CT 8,3778.4k $472.6k $472.6k 0.04% Added +65 +65
64 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,3208.3k $469.0k $469.0k 0.00% Added +259 +259
65 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.30% of their portfolio CLARKSDALE, MS 8,0568.1k $454.5k $454.5k 0.30% Added +239 +239
66 DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio CINCINNATI, OH 8,0548.1k $454.4k $454.4k 0.02% Reduced -2.1k -2,111
67 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 8,0368.0k $453.3k $453.3k 0.00% Reduced -9.2k -9,183
68 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6057.6k $429.0k $429.0k 0.00% Unchanged
69 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 7,3447.3k $414.3k $414.3k 0.00% Added +2.1k +2,101
70 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 6,9416.9k $391.6k $391.6k 0.00% New
71 49 WEALTH MANAGEMENT, LLC 0.04% of their portfolio AUSTIN, TX 5,8635.9k $330.7k $330.7k 0.04% Reduced -9.8k -9,801
72 Lodestone Wealth Management LLC 0.16% of their portfolio SPOKANE, WA 5,6765.7k $320.2k $320.2k 0.16% Reduced -12 -12
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,4355.4k $306.6k $306.6k 0.00% Added +1.2k +1,160
74 TOWNSQUARE CAPITAL LLC 0.03% of their portfolio Lehi, UT 5,0295.0k $283.7k $283.7k 0.03% Reduced -12.4k -12,423
75 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,3674.4k $246.0k $246.0k 0.00% Reduced -316 -316
76 Richard P Slaughter Associates Inc 0.05% of their portfolio AUSTIN, TX 4,3414.3k $244.9k $244.9k 0.05% Reduced -7.6k -7,628
77 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 4,3334.3k $244.4k $244.4k 0.00% Reduced -792 -792
78 Strategic Financial Concepts, LLC 0.03% of their portfolio SAN ANTONIO, TX 4,2934.3k $242.2k $242.2k 0.03% Reduced -21.1k -21,100
79 3Chopt Investment Partners, LLC 0.06% of their portfolio RICHMOND, VA 4,1474.1k $233.9k $233.9k 0.06% Added +4.0k +4,047
80 GTS SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 4,1414.1k $233.6k $233.6k 0.01% New
81 MN Wealth Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 4,1294.1k $233.0k $233.0k 0.14% Reduced -430 -430
82 Cadence Bank 0.02% of their portfolio Tupelo, MS 4,0934.1k $230.9k $230.9k 0.02% Unchanged
83 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,9213.9k $221.2k $221.2k 0.00% Reduced -200 -200
84 Slow Capital, Inc. 0.03% of their portfolio GREENBRAE, CA 3,9023.9k $220.1k $220.1k 0.03% Reduced -374 -374
85 RVW Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 3,7793.8k $213.2k $213.2k 0.02% New
86 Walkner Condon Financial Advisors LLC 0.04% of their portfolio MADISON, WI 3,7543.8k $211.8k $211.8k 0.04% Reduced -903 -903
87 Harbor Asset Planning, Inc. 0.13% of their portfolio BELMONT, MA 2,3772.4k $134.1k $134.1k 0.13% First filing
88 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,3452.3k $132.3k $132.3k 0.00% Unchanged
89 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 2,0152.0k $113.7k $113.7k 0.01% Added +1 +1
90 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,6231.6k $91.6k $91.6k 0.01% Unchanged
91 SYM FINANCIAL Corp 0.01% of their portfolio WINONA LAKE, IN 1,5391.5k $86.8k $86.8k 0.01% Reduced -805 -805
92 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 740740 $41.7k $41.7k 0.00% Reduced -53 -53
93 First Pacific Financial 0.01% of their portfolio VANCOUVER, WA 682682 $38.5k $38.5k 0.01% Reduced -3 -3
94 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 644644 $36.3k $36.3k 0.00% Reduced -41 -41
95 LOM Asset Management Ltd 0.01% of their portfolio Hamilton, D0 585585 $33.0k $33.0k 0.01% First filing
96 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 350350 $19.7k $19.7k 0.00% Unchanged
97 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 278278 $15.7k $15.7k 0.00% First filing
98 Wagner Wealth Management, LLC 0.00% of their portfolio GREENVILLE, SC 275275 $15.5k $15.5k 0.00% Added +4 +4
99 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 272272 $15.3k $15.3k 0.00% Reduced -681 -681
100 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 234234 $13.2k $13.2k 0.00% Unchanged